2025.12.11 本文字数：1702，阅读时长大约3分钟 作者 |第一财经 宁佳彦 张甜甜 封图 |AI生成 光子技术作为新一代未来信息技术的核心支撑，正广泛渗透到半导体、新能源、生物医药等下游产业。 去年1月，工信部等七部门联合印发《关于推动未来产业创新发展的实施意见》，其中提到，到2025 年，建设一批未来产业孵化器和先导区，突破百项前沿关键核心技术，形成百项标志性产品，初步形成 符合我国实际的未来产业发展模式。 "我们比历史上任何时候都更渴望科技成果转化。"张龙称，"高校院所每年科研经费高达近万亿，成果 转化率却不到5%，问题不在缺乏技术，而在缺乏'算法'。" 由于我国创新端与产业端长期分立发展，科技成果转化仍是"老大难"。长春理工大学教授、求是光谱创 始人姚治海在沙龙讨论中道出了市场端的残酷："最好的技术并不一定就是能在市场上取得成功的技 术。技术的突破口要对准市场，这个'口子'才会打开。"这正是无数硬科技初创公司撞上的"南墙"。 张龙团队在杭州光机所实践了一套产业化"算法"，想要打造科技成果的"吸聚—孵化—投资—转化"的生 态，其核心是科技成果的"选—育—嫁"逻辑。即采用理事会领导下的所长负责制 ...

近日，大湾区科学论坛在广州举行。广州提出将逐年提高政府科技投入在财政预算中的比重，并通过财政资金"补改投"改革、整合组建广州科技创新基金等 方式，撬动更多社会资本"投早、投小、投长期、投硬科技"。在会议期间，广州市科技局相关负责人接受记者专访时表示，布局未来产业就是布局广州 的"第二增长曲线"。 上证报中国证券网讯（记者 周亮）近日，大湾区科学论坛在广州举行。广州提出将逐年提高政府科技投入在财政预算中的比重，并通过财政资金"补改 投"改革、整合组建广州科技创新基金等方式，撬动更多社会资本"投早、投小、投长期、投硬科技"。 在会议期间，广州市科技局相关负责人接受记者专访时表示，布局未来产业就是布局广州的"第二增长曲线"。广州计划通过推动存量企业转型升级、成果转 化孵化、科技招商引进、未来产业赛道培育等路径，到2029年建成5个以上未来产业先导区，培育1000家未来产业引领型企业，形成万家未来产业新星企业 融通发展的态势。 在多个战略领域实现了从"0到1"的突破 上证报："十五五"规划建议提出，加快高水平科技自立自强，引领发展新质生产力。今年以来，广州在推动科技进展落地方面，有哪些突出成果？ 广州市科技局：今年以 ...

Core Insights - The Jiangsu Provincial Committee has officially released recommendations for the 15th Five-Year Plan, emphasizing the enhancement of strategic emerging industries such as new generation information technology, new energy, new materials, biomedicine, and high-end equipment [1][2] Group 1: Industry Development - The plan aims to cultivate new growth engines in aerospace and low-altitude economy while maintaining a strong manufacturing sector [2] - It emphasizes the need for traditional industries to upgrade and for the development of strategic emerging industries, ensuring a balanced approach [2] - The focus is on high-quality development of key industrial chains and strengthening traditional industries like metallurgy, chemicals, textiles, and machinery [2] Group 2: Technological Innovation - The recommendations call for significant breakthroughs in core technologies in fields such as integrated circuits, high-end instruments, and biomanufacturing [4] - There is a push for a comprehensive innovation system that integrates technology and industry, with a focus on establishing a network of laboratories to support research and development [4] Group 3: Digital Economy - The plan includes initiatives to deepen the development of a digital economy, aiming to create a national digital economy innovation development pilot zone [5] - It emphasizes the importance of artificial intelligence and its integration into various sectors, promoting a comprehensive digital transformation [5] Group 4: International Cooperation - The recommendations advocate for high-level openness and the establishment of a two-way open hub to enhance international cooperation and resource allocation [7] - There is a focus on expanding trade and investment, promoting new business models, and enhancing the service system for foreign investment [8] Group 5: Future Industries - The plan encourages the exploration of future industries such as third-generation semiconductors, hydrogen energy, and quantum technology, aiming to transform these into productive forces [3] - It highlights the need for innovative regulatory approaches and investment mechanisms to support the growth of these industries [3]

Core Viewpoint - The article outlines the investment opportunities and strategic directions for China's "14th Five-Year Plan" (十四五) and "15th Five-Year Plan" (十五五), emphasizing the importance of emerging industries and future technologies as key drivers for economic growth and development in the coming decade [1][24]. Summary by Sections Introduction - Great Power Responsibility - The article highlights China's transition from being an adapter of global rules to a co-builder and responsible stakeholder in international governance, as evidenced by recent speeches from Chinese leaders [2][3]. Comparison of 14th and 15th Five-Year Plans - The 15th Five-Year Plan places greater emphasis on modernizing the industrial system and enhancing technological self-reliance, reflecting a shift in priorities compared to the previous plan [8][10]. Top Ten Investment Directions of the 15th Five-Year Plan - The article identifies ten key sectors for investment during the 15th Five-Year Plan, including: 1. Artificial Intelligence 2. Robotics 3. Aerospace 4. Drones/Low-altitude Economy 5. Strategic Resource Metals 6. Shipping 7. Controlled Nuclear Fusion 8. Energy Storage 9. Brain-Computer Interfaces 10. Innovative Pharmaceuticals [1][24][25]. Emerging Pillar Industries and Future Industries - The plan aims to develop emerging pillar industries such as new energy and new materials, which are expected to create trillion-yuan markets. It also emphasizes the need for forward-looking layouts in future industries like quantum technology and hydrogen energy [24][27]. Focus on Future Industries - The article stresses the importance of focusing on future industries, including future information, future space and security, future energy, and future health, as key areas for capital market attention [28][29]. National Security and Technological Development - The article discusses the integration of national security with technological advancements, particularly in aerospace and defense, highlighting the need for a robust national security framework that supports innovation and development in these sectors [11][18][35]. Conclusion - The overall message of the article is that the 15th Five-Year Plan represents a significant opportunity for investment in emerging technologies and industries, which are crucial for China's economic transformation and global competitiveness in the next decade [24][27].

Core Viewpoint - Shanghai Future Industry Fund is actively investing in multiple sub-funds to support innovative industries, aiming to create a comprehensive ecosystem for early-stage investments in future industries [5][9]. Investment Activities - The Shanghai Future Industry Fund plans to invest in five new sub-funds, bringing the total to 23 sub-funds this year [5][6]. - The fund's total scale has increased from 10 billion to 15 billion, with 8 billion already in place [9]. Fund Structure and Strategy - Established in 2024, the fund is a government-guided, market-oriented investment vehicle with a focus on early-stage investments in future industries [7]. - The fund employs a "direct investment + sub-fund investment" model, targeting major strategic projects in future industries [7][9]. Future Industry Focus - The fund emphasizes disruptive technologies and interdisciplinary applications in sectors such as future information, energy, health, space, manufacturing, and materials [7]. - Shanghai aims to achieve a future industry output value of 500 billion by 2030, focusing on key technologies like brain-computer interfaces and quantum computing [10][11]. Ecosystem Development - Shanghai is building a supportive ecosystem for future industries, including research institutes and innovation clusters [10][11]. - The city has launched multiple initiatives to foster high-quality incubators and innovation resources, with significant investments in emerging industries [11][12].

"十五五"时期海南经济社会发展将锚定"八新"目标 ◎记者 周亮 "到2035年自由贸易港制度体系和运作模式更加成熟""经济实力、开放活力、科技实力、区域辐射力、 全球影响力大幅提升，成为我国开放型经济新高地"……12月10日，《中共海南省委关于制定国民经济 和社会发展第十五个五年规划的建议》（下称《建议》）发布，描绘了自贸港的发展蓝图。 根据《建议》，"十五五"时期海南经济社会发展将锚定"八新"目标，包括高标准建设自由贸易港取得新 进展、深化改革开放取得新突破、经济发展质效实现新跨越、科技创新能级迈上新台阶、区域协调发展 格局呈现新气象、美丽海南建设展现新图景、人民生活水平达到新高度和安全保障能力得到新提升等。 高标准建设海南自由贸易港 12月18日，海南自贸港将启动全岛封关运作。海南省委书记冯飞在关于《建议》起草的有关情况说明中 提到，与"十四五"时期及其他省"十五五"时期相比，海南最大的不同在于，"十五五"时期是全岛封关运 作的首个五年，也是展示全岛封关运作作为"我国坚定不移扩大高水平对外开放、推动建设开放型世界 经济的标志性举措"落实成效的关键五年。 《建议》将"高标准建设海南自由贸易港"列为"十五五" ...

江苏区域创新能力跃升至全国第二，特别是基础研究取得新的突破，苏州实验室升级为国家实验室，五年来共有6项成果入选"中国科学十大进展"。与"十 三五"末相比，全省高新技术企业数量增长超70%，近九成的专利授权由企业创造、超八成的科技平台和高层次人才都在企业。制造业高质量发展指数连 续五年全国领先，国家先进制造业集群数量居全国第一。动力电池、新型电力装备、集成电路、节能环保、生物医药、软件、海工装备、轨道交通装备等 战略性新兴产业规模位居全国第一。全省未来产业核心企业总数超3100家，营收规模超7500亿元，占战略性新兴产业比重约10%左右。其中，合成生物、 新型储能、氢能等产业整体发展水平全国领先。"江苏制造"叫得更响：从C919大飞机的关键部件，到全球领先的盾构机；从新能源汽车到智能家电，江 苏制造的身影已经遍布全球。 江豚、东方白鹳……珍稀物种齐聚江苏 江苏做好"区域互补、跨江融合、南北联动"大文章。长江经济带和长三角一体化发展联动推进，比如说长江江苏段只占长江通航里程的1/7、承担的货运 量占到了70%，长三角生态绿色一体化发展示范区成为跨区域协作的生动样板。南北结对帮扶，差距不断缩小。统筹推进新型城镇化和 ...

Core Viewpoint - Economic provinces in China are playing a crucial role in stabilizing the national economy while driving growth, with clear future plans outlined in the "14th Five-Year" proposals [1][2]. Group 1: Economic Performance - The top ten economic provinces contribute nearly 20% of the national area and over 60% of the GDP, acting as a stabilizing force for the national economy [2]. - In the first three quarters of this year, all nine provinces in the top ten recorded GDP growth rates above or on par with the national average, showcasing strong development momentum [2]. - Jiangsu's GDP surpassed 10 trillion yuan for the first time, while Shanghai and Hunan both exceeded 4 trillion yuan, marking a new threshold for the "four trillion club" [2]. Group 2: Future Planning - Five of the ten economic provinces have set ambitious goals to lead in various aspects, such as Guangdong aiming for economic doubling by 2035 and Jiangsu focusing on high-quality development and technological innovation [3]. - Zhejiang plans to achieve significant progress in high-quality development and common prosperity within five years [3]. Group 3: Structural Optimization and New Momentum - Economic provinces are at the forefront of structural optimization and new momentum, with policies promoting the growth of emerging industries like digital economy and artificial intelligence [4]. - Guangdong has released a detailed plan for digital economy development, targeting a core AI industry scale exceeding 440 billion yuan by 2027 [4]. Group 4: Domestic Demand and Investment - Economic provinces are enhancing domestic demand and stabilizing investment through consumption activities and major engineering projects [6]. - Guangdong has allocated an additional 3.5 billion yuan for fiscal policies, while Jiangsu plans to distribute over 400 million yuan in consumption vouchers [7]. Group 5: Reform and Innovation - To further stimulate growth potential, economic provinces are encouraged to focus on breaking regional collaboration barriers and innovating in areas like low-altitude economy [8].

Group 1 - The core viewpoint of the article highlights the strong development momentum of major economic provinces in China, which are playing a crucial role in stabilizing the national economy while also driving growth as the 14th Five-Year Plan progresses [1][2]. - Major economic provinces, including Guangdong, Jiangsu, Shandong, and others, contribute significantly to the national GDP, accounting for over 60% of the total, and have shown impressive growth rates in the first three quarters of the year [2][3]. - Specific achievements include Jiangsu's GDP surpassing 10 trillion yuan for the first time and Shanghai and Hunan exceeding 4 trillion yuan, indicating a higher entry threshold for the top ten economic provinces [2]. Group 2 - Five out of the ten major economic provinces have set ambitious goals for themselves, focusing on high-quality development and technological innovation, with Guangdong aiming for economic doubling by 2035 [3][4]. - The provinces are prioritizing emerging industries such as digital economy and artificial intelligence, with Guangdong outlining specific targets for AI and digital transformation by 2027 [4][5]. - The article emphasizes the importance of collaboration between major economic provinces and central and western regions to promote technological transfer and industrial cooperation [5]. Group 3 - Major economic provinces are actively working to boost domestic demand and stabilize investment through various initiatives, including financial incentives and major infrastructure projects [6][7]. - For instance, Guangdong has allocated 3.5 billion yuan for new fiscal policies, while Jiangsu plans to distribute over 400 million yuan in consumer vouchers [7]. - Significant infrastructure projects are underway, such as the completion of key railway and water resource projects, which are expected to enhance regional connectivity and benefit millions [7]. Group 4 - In terms of reform and high-level openness, major economic provinces are implementing measures to improve the business environment and integrate into the national market [8]. - For example, Sichuan has introduced 25 measures to address challenges in the business environment, while Henan has developed a plan to support the national market integration [8]. - The article suggests that further breakthroughs in regional collaboration and innovative practices are necessary to inject stronger momentum into local economic development [8].

持续扩大内需和优化供给需要更加积极有为的宏观政策予以支撑。会议指出将继续实施更加积极的财政 政策。在财政资金使用上，需把"投资于物和投资于人"紧密结合在一起。"投资于物"意味着加强重点领 域财力保障，全力支持高水平科技自立自强、建设现代化产业体系、推动经济社会发展全面绿色转型 等。"投资于人"则聚焦加强民生保障，财税资源将优先保障教育、社会保障等基本公共服务，加大对普 惠养老和育儿支持体系的财政补贴与税收激励力度。 一方面，大力提振消费，激活高品质消费需求仍是关键。重点培育新业态、打造新场景，将有效降低居 民消费成本与企业创新门槛，激发市场对智能化、绿色化、高品质产品和服务的需求，为强大国内市场 注入持续的内生动力。此外，还应加大对服务消费领域的支持力度，如对养老托育、文化旅游、健康体 育等给予补贴支持或发放消费券，促进服务市场增量扩围。近年来以旧换新政策取得了积极成效，未来 在对家电、汽车等传统耐用消费品支持的基础上，可考虑将政策支持范围进一步扩充至智能家居、低碳 建材等更广泛的商品类别。 另一方面，着力扩大有效投资，夯实内需增长基础，也是当务之急。"十五五"时期，一批国家重大战略 实施和重点领域安全能力建 ...