央视网消息（焦点访谈）："十四五"是聚力改革攻坚的重要历史交汇期，5年来，我国持续推进全面深化改革，为发展带来了蓬勃活力。而深圳 就是因改革而兴的样板，这块我国改革的示范田，2020年开启了综合改革试点，在改革的牵引下，深圳全社会创新创造活力和高质量发展内生动力都 显著增强，在重点领域和关键环节率先突破，形成了一批重要改革创新成果，为全面深化改革提供了重要的经验参考。 这天，一架两吨重的电动垂直起降航空器搭载着水果和药品，从深圳市区起飞，历经58分钟的跨海域飞行，抵达距深圳海岸线150公里的海上油气平 台，为平台工作人员送去物资。 长期以来，我国海上石油平台的物资补给主要依赖船舶运输，单程就得10小时以上，紧急情况下虽然可以调用直升机，但飞行成本高昂。而使用电动 垂直起降航空器运输就解决了这样的痛点。 中国海油深圳分公司协调部副经理任永怡："相比传统依赖船舶和直升机的运输方式，电动垂直起降航空器在运营成本、响应速度、环保零碳、舒适 性以及适应有限起降空间方面具有显著优势。" 这个痛点的解决源于深圳低空飞行应用场景的开放创新，像这次海上物资补给就是这种创新应用的一个典型。 这种无人机海上低空作业在深圳并没有过应 ...

市场监管力度不断加大。 据证监会网站消息，近日，证监会对深交所主板上市公司大唐高鸿网络股份有限公司（以下简称*ST高鸿）涉嫌信息披露违法违规行为依法作出行政处罚 事先告知。 经查， *ST高鸿长期开展无商业实质的笔记本电脑等"空转""走单"业务，大幅虚增收入和利润，违反证券法律法规。证监会 拟对相关责任主体罚款1.6亿 元，对配合造假的第三方罚款700万元。 *ST高鸿涉嫌触及重大违法强制退市情形， 深交所将依法启动退市程序。 同日，*ST高鸿发布公告称，公司因涉嫌信息披露违法违规被中国证监会立案调查，并收到《行政处罚事先告知书》。根据告知书， 公司2020年非公开发 行股票构成欺诈发行，2015年至2023年年度报告存在虚假记载，可能触及重大违法强制退市情形。如最终被处罚决定确认，公司股票将被终止上市。公司 将全力配合中国证监会工作，并严格履行信息披露义务。 告知书显示，付景林作为*ST高鸿董事长、时任总经理，知悉、组织实施信息披露违法行为，违法情节严重。丁明锋作为*ST高鸿时任财务总监、董事会 秘书、副总经理，组织、参与信息披露违法行为，违法情节严重。 需要注意的是，处罚人员除*ST高鸿董监高人员，还包括 ...

Group 1 - China is entering a new technological era characterized by self-reliance and breakthroughs, with national strategies guiding technological independence and innovation [1] - The global innovation index ranking for China has improved to 11th place in 2024, marking a ten-position advancement over the past decade, making it the only middle-income economy in the global top ten [3] - The number of effective invention patents in China has surpassed 4 million, maintaining the world's leading position, with a rapid increase in PCT international patent applications [3] Group 2 - Major breakthroughs in quantum technology have been achieved, including the "Zuchongzhi 3" quantum computer performing 105 quantum bits operations, surpassing international counterparts by six orders of magnitude [3] - The "Mozi" quantum communication network now covers core cities, ensuring security for financial and governmental communications [3] - Artificial intelligence and 6G technology are leading standard-setting efforts, with DeepSeek V3 model reducing industrial design cycles by 60% and improving medical diagnosis accuracy by 40% [5] Group 3 - The expected sales of new energy vehicles in 2025 is projected to reach 16.5 million units, with a penetration rate of 55% [7] - The cost of hydrogen fuel cells has decreased to 15 yuan per kilogram, accelerating decarbonization in the steel and chemical industries [7] - Traditional industries are undergoing intelligent transformation, with Baidu's industrial model reducing R&D cycles by 30% and Huawei's humanoid robots decreasing manufacturing labor costs by 40% [7] Group 4 - Companies like Huawei are investing over 100 billion yuan annually in R&D, holding 140,000 effective patents, while CATL and BYD are leading energy transformation with solid-state and sodium-ion battery technologies [9] - The total number of R&D personnel in China is 7.24 million, ranking first globally, with a focus on STEM talent cultivation as outlined in the "Education Strong Nation Plan" [9] Group 5 - Over the next decade, disruptive technologies such as quantum computing, brain-computer interfaces, and nuclear fusion are expected to reshape the industrial landscape, with technological progress contributing over 70% to GDP [11] - There are challenges and opportunities ahead, including the need to overcome key technological bottlenecks in chip manufacturing and biomedicine, while establishing AI ethics and data security governance frameworks [11] - The core characteristic of China's new technological era has shifted from "scale catch-up" to "innovation leadership," driving global technological governance with a dual focus on technological independence and industrial upgrading [11]

中国经济正经历一次深刻而必然的结构转型，从高速增长迈向高质量发展。这既是周期规律，也是历史机遇。改革开放四十余年创造了世界瞩目的增长奇 迹，如今我们进入从量到质的跨越阶段。世界经验表明，每一次阵痛都孕育新生。上世纪70年代，日本在石油危机冲击下经济陷入低谷，却凭借"轻薄短 小"的产品战略，通过节能降耗、精益制造实现产业升级。今天的中国同样需要在技术、品质和效率上对标全球先进，推动"制造大国"向"制造强国"转 变。当前转型的三大方向已经明确：一是从高速到高质量，强调低能耗、低成本、高精度，发展新质生产力；二是从增量到存量，在市场趋稳甚至缩量的 环境中，通过精细化运营和品牌升级赢得竞争；三是从工业到智能经济，以人工智能、数字化、智慧制造驱动全产业链升级。虽然转型充满挑战，但中国 拥有庞大的市场、坚实的产业体系和持续释放的创新潜力。只要坚定改革方向、激发企业活力、汇聚人才力量，我们有底气在新的全球竞争格局中开辟更 广阔的发展空间。（唐加文） ——从高速到高质，中国经济的新动能 ...

沈阳微控飞轮技术股份有限公司磁悬浮应用产业基地落成暨项目合作签约仪式，8月9日在中德(沈阳)高 端装备制造产业园举行。 业内人士表示，作为辽宁省新能源产业升级的标志性工程，该基地的建成投产不仅意味着微控飞轮在磁 悬浮技术产业化领域迈出关键一步，也在中德产业园建园十周年之际，为沈阳铁西加速发展新质生产力 注入新动能，为沈阳打造"千亿储能之都"增添强劲引擎。 在新能源产业竞速赛中，核心技术是决胜关键。成立于2018年的沈阳微控飞轮技术股份有限公司， 以"专精特新"之力跑出创新加速度。作为国家高新技术企业、辽宁省首家制造业独角兽企业，公司手握 百余项国际国内专利，参与制定我国飞轮储能技术标准，构建起全球领先的磁轴承、飞轮储能及高速动 力机械技术体系，以硬核技术打破国外垄断，在电网调频、算力中心等领域市场占有率稳居全球前列， 2024年入选"中国新质生产力企业50强"。 此次落成的磁悬浮应用产业基地，是企业技术转化的"超级工场"。项目总投资20亿元，分两期建设，其 中一期工程投资4亿元，占地86.5亩，建成6.5万平方米智能化生产基地及研发中心，达产后将形成年产 11000台飞轮储能设备的规模，预计年产值达50亿元。 ...

记者8日从青海省西宁市政府新闻办公室组织的新闻发布会上获悉，由国家先进计算产业创新中心下属 产业协作平台——海光产业生态合作组织(简称"光合组织")主办的"同源共智·芯业长青——2025光合组 织领导人大会"将于8月15日在西宁市开幕。 穆佳丽表示，希望通过本次大会，凝聚智慧、深化共识，带动更多企业了解青海、落地西宁。 （文章来源：中国新闻网） 光合组织副秘书长穆佳丽介绍，在青海省、西宁市官方的大力支持下，本次大会将汇聚来自先进计算产 业上下游的重要行业用户、生态伙伴高层及业内专家逾千人，将围绕技术、应用、生态等多个维度，共 同探讨在国产芯片支撑下，各行业领域技术应用场景的深化协同，以及从先进算力向"新质生产力"跃升 的新路径、新模式。 ...

Group 1 - In August, Jilin Province's industrial base is experiencing strong production momentum, particularly in the renewable energy sector, with significant project construction underway [1] - The total investment for the Zhongnengjian Songyuan Hydrogen Energy Industrial Park project is 6.946 billion yuan, aiming for trial production by September [1] - As of June, the installed capacity of renewable energy in Jilin Province reached 31.2053 million kilowatts, accounting for 63.93% of the total installed capacity [1] Group 2 - The CR450BF train set, capable of running at speeds of 400 km/h and testing above 450 km/h, is undergoing trials after being developed through independent innovation [2][3] - The China National Railway Group and other research units have created a technical system for high-speed trains, achieving comprehensive innovation in theory, technology, equipment, standards, and management [3] Group 3 - Jilin Chemical Fiber Group has seen a 5.9 times year-on-year increase in the production of carbon fiber composite products, focusing on the carbon fiber sector to enhance productivity [3][6] - The province is promoting high-quality development through the expansion of the renewable energy industry, innovation in major technological equipment, and upgrades in traditional industries [6]

Investment Rating - The report does not explicitly provide an investment rating for the telecommunications industry during the "15th Five-Year Plan" period [4]. Core Insights - The telecommunications industry in China is undergoing a profound transformation during the "15th Five-Year Plan" (2026-2030), shifting from a traditional growth model centered on "connectivity" to becoming "intelligent service and value creators" [4][5]. - The report identifies three core survival crises: "bleeding pipelines" (value erosion from the volume-revenue gap), "heavy assets" (investment return challenges), and "capability gaps" (inability to meet future market demands) [5][14]. - The report emphasizes the necessity of transformation, leveraging four core strategic assets accumulated by operators: ubiquitous network assets, national-level computing power assets, high-value data assets, and deep customer and channel assets [5][21]. Summary by Sections Section 1: Unavoidable Turning Point - The "14th Five-Year Plan" laid a solid foundation for the digital economy, with significant achievements such as the establishment of the world's largest 5G network, comprising 4.486 million base stations and 223 million gigabit broadband users by May 2025 [13]. - The cumulative investment in 5G network construction exceeded 1.2 trillion RMB, leading to substantial asset return pressures [13][19]. Section 2: Strategic Landscape - The report identifies ten strategic opportunities for the telecommunications industry, categorized into foundational enablers, core strategic battlefields, and visionary bets [30][34]. - Core strategic opportunities include AI-native intelligent computing networks, data element value realization, and integrated vehicle-road-cloud systems, which are deemed critical for operators to focus their resources on [30][39]. Section 3: Core and Forward-looking Opportunities - The report provides a detailed analysis of seven core strategic and forward-looking opportunities, assessing their necessity, feasibility, adaptability, and urgency [56]. - The AI-native intelligent computing network is highlighted as a critical battleground for survival, with a projected market size exceeding 750 billion RMB by 2030, growing at a CAGR of over 30% [60][62]. - Data element value realization is identified as essential for unlocking dormant assets, with the data element market expected to reach 7.5 trillion RMB by 2030 [68][71]. Section 4: Strategic Paths - Six core development paths are proposed for operators, including autonomous innovation in cutting-edge technologies, deepening application scenarios, and upgrading business models [8]. - The report suggests prioritizing investments in AI-native intelligent computing networks and data element value realization, allocating 50% of strategic incremental resources to core capability areas [8][7].

Core Viewpoint - The article highlights various recent developments in investment funds across different regions in China, focusing on government-backed initiatives and private sector participation to boost emerging industries and innovation. Group 1: Government Initiatives - Beijing has introduced measures to encourage local government and state-owned enterprise funds to invest in future industries, allowing for normal investment risks without strict annual profit-loss assessments [2] - The Guangxi government plans to establish an artificial intelligence industry fund with a minimum subscription of 100 billion RMB to enhance AI development across various sectors [11] - The Anhui government has partnered with China Life Insurance to set up a 100 billion RMB fund aimed at modernizing the industrial system and fostering emerging industries [9][10] Group 2: New Fund Establishments - The Zhejiang Province has launched the Zhejiang Zhanxing Industry Relay Fund with a target size of 50 billion RMB, focusing on private equity investments [3] - Xincheng Capital has successfully raised over 4.5 billion RMB for a new merger and acquisition fund, bringing its total managed assets to approximately 9.59 billion USD [4] - The establishment of the Nanning Artificial Intelligence Innovation Cooperation Development Investment Fund with a capital of 5 billion RMB aims to support equity investments and asset management [12] Group 3: Sector-Specific Funds - The establishment of the Hangzhou Talent Seed Fund focuses on investing in early-stage companies in the fields of optoelectronics, life sciences, and future industries [19] - The launch of the Langfang Silver Economy Fund targets investments in sectors related to elderly health, including biomedicine and high-end medical devices [18] - The Shanghai Clinical Transformation Seed Investment Fund, with an initial scale of 1.8 billion RMB, aims to facilitate the commercialization of medical technology innovations [24] Group 4: Collaborative Efforts - The Guangzhou Angel Mother Fund has announced partnerships with eight new GP institutions, bringing the total to 39, with a cumulative target fund size of 106.85 million RMB [7][8] - The establishment of the Future Science City Guoxin Mother Fund's first sub-fund, focusing on advanced energy and manufacturing sectors, marks a significant step in regional investment strategies [26] - The Sichuan University Technology Achievement Transformation Fund aims to leverage university resources to promote strategic emerging industries, with an overall scale of 100 billion RMB [41]

四、标杆实践：宁波制造业创新范式 马光远深度剖析宁波案例时揭示其成功逻辑： 一、应用场景：技术商业化的核心驱动力 马光远在科技峰会上指出，中国已成为全球新技术落地最活跃的试验场。他以人工智能为例强调："一项技术在美国可能衍生5类应用，在欧洲开发3类，而 在中国可拓展至10类以上场景。"这种多样性不仅加速了技术迭代，更为企业创造了指数级增长机会。例如，智能物流技术在中国同时激活了仓储机器人、 无人配送、跨境供应链优化等多重场景，催生多个百亿级市场。 针对全球技术竞争格局，马光远提出差异化路径："中国在人工智能领域的核心竞争力并非单纯技术突破，而在于规模化应用能力。"当前中国数字经济的贡 献正重塑全球产业规则——任何新技术从实验室到市场的转化周期，在中国可缩短30%以上。他特别强调："即使面对算力芯片的短期制约，现有技术储备 已足以驱动千行百业的智能化转型，如制造业质检效率提升40%、能源损耗降低15%等实证案例。" 三、新质生产力培育的系统化路径 为激活创新动能，马光远提出战略框架： 东方智库®，致力于邀请全球最顶尖的思想家，提供经济学家邀请、诺贝尔奖获得者邀请、诺奖邀请、院士邀请、商界领袖邀请、科学家邀请、峰 ...