传统产业具有量大面广、产业链长的特征，支撑着我国经济的基本盘。创新正在成为我国传统产业转型 升级的主要驱动力：一是要善用"人工智能+"为行业赋能，在上一轮企业数字化转型基础上，加快人工 智能等技术改造升级，向传统产业要成效。二是要开拓全球新市场，鼓励更多行业"有组织走出去"，沿 着"一带一路"国家和地区开拓新的市场，将有品质、有品牌的中国制造产品带到更多地方，塑造全球竞 争力标杆。新兴产业和未来产业是未来中国经济增长的活跃力量，创新本就是新兴产业和未来产业的底 色。新兴产业蓄势而发，紧抓新兴增长点的爆发，努力"未来 10 年将再造一个中国高技术产业"。未来 产业多元技术路线并进，颠覆性技术迸发，量子科技、生物制造、氢能和核聚变能、脑机接口、具身智 能、第六代移动通信等赛道的选择和竞逐正在成为全球焦点，也将为我国贡献爆发性的万亿级新赛道。 （作者系中国电子信息产业发展研究院未来产业研究中心副所长） （文章来源：人民网） 面向"十五五"，中国经济新动能将主要依靠创新驱动。一方面，创新驱动的经济增长方式意味着彻底改 变我国传统依赖要素投入的"输血"方式，转向持续"造血"方式。随着中国经济规模和质量的提升，靠不 断增 ...

习近平总书记在中共中央政治局第二十四次集体学习时强调，未来产业具有前瞻性、战略性、颠覆性等 特点，需要科学谋划、全局统筹。要聚焦"十五五"时期我国未来产业发展的主攻方向，科学论证技术路 线，提升前沿技术战略预判能力。要综合考虑国家战略需求、技术成熟程度、要素支撑条件等因素，因 地制宜、错位发展。要强化产业协同，推动未来产业同新兴产业、传统产业相得益彰。这为我们前瞻布 局未来产业提供了根本遵循和行动指南。 未来产业是代表科技与产业发展新方向，具有显著战略性、引领性、颠覆性和不确定性的前瞻性新兴产 业。未来产业高度依赖原始创新与颠覆性技术，多处于孕育或产业化初期，是科技含量高、绿色发展 足、产业关联强、市场空间大的产业。并非所有尚处于萌芽状态的前沿产业都是未来产业，真正的未来 产业是已初步具备未来技术发展趋势和一定市场规模的产业。 科学谋划统筹未来产业发展，要明确未来产业与新兴产业、传统产业之间的关系。今天的未来产业可能 就是明天的新兴产业，未来产业有望梯次发展成为新兴产业、主导产业和支柱产业。如果说，未来产业 引领技术与赛道方向，那新兴产业则着力壮大规模优势，传统产业聚焦筑牢场景、人才与市场根基。因 此，统筹谋 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 人工智能算力突破的物理边界、量子计算工程化的核心瓶颈、深空探测的极端环境挑战、高端制造的自主可控难 题，背后都藏着材料科学的终极较量。2025年，中国新材料产业迎来历史性转折： 告别"跟踪仿制"的被动模式，全 面打响"堡垒材料守底线、攻坚材料争主权、融合材料定义未来"的三维战争 。 这一年，第四代单晶高温合金实现量产，打破西方 60 年航发材料封锁；12 英寸硅片自给率翻倍，半导体材料国产 化再提速；AI 赋能研发让新材料迭代效率提升 3 倍…… 无数突破串联起中国从材料大国迈向材料强国的坚实脚 步。 本文将 全景扫描2025年三大战线的关键突破，拆解技术攻坚细节，绘制2026年体系化决战的战略地图 。从国家重 大工程到产业链自主可控，从实验室创新到产业化落地，你关心的核心进展与未来方向，都在这份深度报告中。 | 战场名称 | 战略定位 | 核心目标 | 2025 关键突破 | | --- | --- | --- | --- | | 堡垒材料 | 筑牢国家安全底线 | 极端环境下的绝对可靠 | 第四代单晶高温合 ...

元朔智感：产投国正投资联合南通投资方，完成了对元朔智感科技（合肥）有限公司的千万元级战略投 资。此次投资既是为企业技术研发、市场拓展提供资本支持，更是各方深化"产业 + 资本"协同、抢占传 感器核心技术赛道的重要举措。 根据合肥产投国正股权投资有限公司官网信息显示，产投国正投资是合肥市产业投资控股（集团）有限 公司旗下全资子公司，是产投集团全周期投资体系中重要的产业投资平台之一，市属国有企业之一，成 立于2003年7月，注册资本5亿元。截止2024年12月31日公司资产总额为14.02亿元，净资产为13.43亿 元。 具体来看—— 天盾信创：产投国正投资通过合肥科创种子基金，联合中信建投共同完成了对合肥天盾信创科技有限公 司近两千万元的种子轮投资。资金专项支持企业在" AI + 特种行业安全"领域的技术创新、产品体系完 善与市场拓展。 善本生物：产投国正投资联合毅达资本、国元资本，完成了对合肥善本生物科技有限公司的千万元战略 投资，为企业的技术迭代、产能扩张与市场拓展注入资本动能，加速核心技术产业化。 据"产投国正投资"微信公众号消息，近期，产投国正投资聚焦低空经济、具身智能、生物制造等前沿科 创领域，联合多 ...

Group 1: Macro Economic Outlook - The global economic environment is becoming increasingly complex, with the Federal Reserve's monetary policy easing nearing its end and a restructuring of global liquidity patterns [1] - China's economic stability and continued openness are expected to enhance the attractiveness of RMB assets in global allocations [1] - The "14th Five-Year Plan" is set to inject continuous industrial momentum into the capital market through strategies like technological innovation, green transformation, and rural revitalization [1] Group 2: Capital Market Opportunities - The stock market presents structural opportunities, particularly in sectors like technology independence, energy transition, and consumer recovery, where companies with real competitiveness will continue to be revalued [2] - Key sectors expected to remain active include high-tech manufacturing and digital economy, with cross-border investment opportunities arising from the linkage between Hong Kong and A-shares [2] - The focus for 2026 will be on fundamental analysis, embracing "new demand" and "new supply" driven by national development and industrial upgrades [2] Group 3: Fixed Income Market Insights - The bond market retains allocation value, with interest rates likely to remain relatively low, supporting the stabilizing role of government bonds and high-grade credit bonds [3] - Investment opportunities will arise from detailed exploration of term spreads and credit spreads, as well as the flexible application of "fixed income plus" strategies [3] - Attention should be given to sub-sectors with low correlation to macro cycles and assets like REITs that provide stable cash flow characteristics [3] Group 4: Asset Allocation Strategy - Asset allocation should emphasize balance and flexibility, transitioning from "single Beta" to "multiple Alpha" strategies to mitigate risks associated with increased market volatility in 2026 [3] - A dynamic allocation approach across equities, fixed income, and alternative assets is recommended to find low-correlation combinations [3] - Strategic emphasis on alternative assets such as gold and certain commodities is advised for diversification, alongside the use of ETFs for efficient and precise risk management [3] Group 5: Financial Sector Developments - The "14th Five-Year Plan" emphasizes the acceleration of building a financial powerhouse, with significant focus on developing technology finance, green finance, inclusive finance, pension finance, and digital finance [4] - The company aims to deepen research and enhance services to support national goals and create greater value for society and clients [4]

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and future economic development [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 300 strategic and cutting-edge technology reports [2][18]. - The expo will focus on popular innovations applicable to various industries, including artificial intelligence, aerospace, smart vehicles, and renewable energy, while addressing five common needs in future industries: advanced semiconductors, advanced batteries, lightweight functionalization, low-carbon sustainability, and thermal management [2][10]. Group 2: Historical Context and Participation - The previous events, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, achieved record attendance with over 35,000 professional visitors from 27 countries and regions, showcasing more than 500 exhibitors [7][36]. - The expected participation for FINE 2026 is over 100,000 professional visitors, with targeted invitations to over 5,000 industry investors to facilitate connections between startups and industry resources [35][37]. Group 3: Thematic Focus and Special Features - FINE 2026 will feature seven specialized thematic exhibition areas, including advanced semiconductors, AI chips, thermal management, and sustainable materials, aiming to present a comprehensive chain of innovation from components to cutting-edge technologies [13][15]. - The event will host over 30 forums with more than 300 renowned experts discussing trends in technology, investment strategies, and advanced manufacturing techniques related to new materials [22][24]. Group 4: Strategic Importance - The expo is positioned as a critical platform for technology transfer and industry innovation, leveraging China's growing influence in sectors like new energy vehicles, photovoltaics, and robotics, which are expected to create significant market opportunities for new materials [10][36]. - The timing of the event in June is seen as a strategic opportunity to capture business prospects for the second half of the year, supported by Shanghai's robust industrial and technological ecosystem [10][36].

Core Insights - Pinnacle Food (PFAI) is leveraging a cross-continental innovation collaboration model to establish a comprehensive biomanufacturing system that spans "technology research and development, equipment manufacturing, and industrial application" [1] - The company’s core competitiveness lies in its precise control over key biomanufacturing processes, integrating technological innovation and resource consolidation [1] Group 1: Technological Innovations - PFAI focuses on the precise development of specialized strains and specific enzymes, which is central to its technological strategy [1] - The company has integrated CRISPR gene editing technology with AI algorithms to create an intelligent strain design platform, enhancing the efficiency of microbial metabolic pathway regulation [1] - This "data-driven + mechanism innovation" research model significantly shortens the strain optimization cycle, improving the conversion efficiency from laboratory to industrialization [1] Group 2: Strategic Collaborations - PFAI has signed a cooperation agreement with Bioboost Synbio Consulting Inc., which will provide end-to-end laboratory construction services, enhancing the efficiency and compliance of strain research and biomanufacturing [2] - The collaboration with Bioboost will facilitate the establishment of a high-standard biomanufacturing and testing laboratory in the Hong Kong-Shenzhen Innovation and Technology Park [2] Group 3: Modular Equipment Development - The development and manufacturing of modular intelligent equipment are key to overcoming industrialization bottlenecks in biomanufacturing [3] - PFAI's functional plant smart cultivation module allows for flexible production through precise environmental control and standardized biological cultivation systems [3] - The production of this core equipment is based in China, leveraging the country's complete supply chain capabilities, with initial products already shipped to global markets [3] Group 4: Cross-Border Collaboration - PFAI's establishment in the Hong Kong-Shenzhen Innovation and Technology Park enhances its biomanufacturing advantages through a dual-channel approach that connects local and mainland research resources [4] - The company benefits from Hong Kong's free port status and cross-border data flow pilot policies, enabling efficient collaboration and compliance in global research data sharing [4] - The upcoming implementation of the China-Canada trade agreement in early 2026 is expected to provide policy benefits, reducing costs for cross-border research equipment and results [4] Group 5: Market Positioning - As the global biomanufacturing industry approaches a scale of $4 trillion, PFAI exemplifies how the integration of technological innovation, cross-border collaboration, and strategic partnerships can overcome industry bottlenecks [5] - The company’s comprehensive capabilities in "strain design, equipment manufacturing, and industrialization" position it to drive significant growth and establish the Guangdong-Hong Kong-Macao Greater Bay Area as a core hub for global biomanufacturing innovation [5] - Future advancements in non-grain biomass utilization and smart bioreactors, along with more cross-border projects, are expected to solidify PFAI's position in the biomanufacturing sector [5]

Group 1 - The core viewpoint emphasizes the importance of forward-looking layout and development of future industries, including quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication as new economic growth points [1][2] Group 2 - Future industries are crucial for seizing technological and industrial high ground, which is significant for maintaining development initiative and reshaping competitive landscape [2] - They represent a new quality of productive forces and are essential for building a modern industrial system, linking technological innovation with both emerging and traditional industries [2] - The development of future industries aims to enhance the quality of life for people and promote comprehensive social progress, focusing on talent cultivation and meeting the aspirations of the populace [2]

Core Viewpoint - The future industry has been elevated to an unprecedented strategic height, highlighting the country's emphasis on the layout of cutting-edge industries and long-term considerations [1] Group 1: Nature and Characteristics of Future Industries - Future industries are driven by cutting-edge technologies and are in the early stages of development or industrialization, characterized by strategic, leading, disruptive, and uncertain attributes [2] - There is a need to distinguish between "true future" and "pseudo-windfall" industries, as some current layouts lack core technological support and are essentially short-term speculative behaviors [2] Group 2: Key Considerations for Future Industries - Establishing a scientific judgment system is crucial, focusing on technology maturity, patent barriers, and conversion efficiency to assess the critical point from laboratory to industrialization [2] - Demand should be differentiated between genuine needs and pseudo-needs, concentrating on core scenarios that address pressing issues such as "bottleneck" problems and improving public service levels [2] Group 3: Strategic Approaches to Future Industries - Maintaining strategic determination is essential, as future industries cannot pursue short-term returns and must adapt to technological advancements and evolving social demands [3] - A dynamic adjustment mechanism should be established to continuously evaluate technological routes and market prospects while adhering to long-term directions [3] Group 4: Importance of Future Industries - Developing future industries is not only necessary for economic growth but also essential for achieving high-level technological self-reliance and building a modern industrial system [3] - The ability to seize the initiative in future industries will define future development, with a focus on both global technological frontiers and practical applications [4]

Hydrogen Energy and Nuclear Fusion - The Chongqing Jiulongpo District has staff refueling hydrogen fuel cell vehicles, indicating advancements in hydrogen energy infrastructure [2] - The "China Fusion Engineering Test Reactor" has achieved a breakthrough with a nuclear temperature of 117 million degrees Celsius and an electron temperature of 160 million degrees Celsius, marking a significant milestone in China's fusion research [4] Embodied Intelligence - The Guangdong Embodied Intelligence Robot Innovation Center showcases a pipeline inspection robot, highlighting developments in robotics technology [6] - In Sichuan's Bazhong Tongjiang County, students interact with robotic dogs, demonstrating the integration of robotics in educational settings [8] Biomanufacturing - The Hunan Biomanufacturing Pilot Base features a purification workshop where staff use flat-panel centrifuges for material dehydration, reflecting advancements in biomanufacturing processes [10] Quantum Technology - Researchers are experimenting with the "Zhuangzi 2.0" superconducting chip, discovering controllable patterns in the preheating phase of quantum systems, which is crucial for quantum technology development [12] - The Chinese Academy of Sciences' Quantum Information and Quantum Technology Innovation Research Institute in Hefei is a key player in advancing quantum research [14] Sixth Generation Mobile Communication - The Shanghai 6G Intelligent Communication Valley showcases a company's 6G smart terminal products, indicating progress in next-generation mobile communication technology [16] - In Nanjing, researchers at the Zijinshan Laboratory demonstrate a self-developed Bayesian learning baseband chip, contributing to the development of 6G technology [18] Brain-Computer Interfaces - In Wuhan, researchers utilize mixed reality technology to present the spatial relationship between brain-computer interface devices and rat brain structures, showcasing innovations in neuroscience [20] - At the Beijing Capital International Exhibition Center, visitors experience high-performance brain-computer interface devices, indicating growing interest and advancements in this field [22]