传统产业是我国制造业的主体，增加值、用工人数等主要指标占全部制造业的80%左右。传统产业 以劳动密集型、资本密集型产业为主，在稳定经济增长、带动就业等方面发挥着重要作用，也是现代化 产业体系建设中的重要阵地。《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提 出，优化提升传统产业。如何推动传统产业向高端化、智能化、绿色化转型升级，成为建设现代化产业 体系必须面对的课题。 每生产4吨铝，就有1吨是使用绿电生产的；246个国家绿色数据中心使用的电力有一半以上是绿 电；2024年，废钢、废铜铝等10种再生资源利用量超过4亿吨……"十四五"期间，我国全力推进工业降 碳、减污、扩绿、增长，绿色能源应用更加广泛，绿色原料的利用更加充分，绿色制造体系更加完善， 绿色产业优势更加凸显。 "十五五"时期是我国实现碳达峰目标的关键时期，传统行业在绿色转型方面大有可为。朱克力表 示，在能源转型方面，传统能源企业可探索清洁能源开发，例如，煤炭企业向煤化工、新能源领域延 伸，发展氢能、光伏等产业；在循环经济领域，传统行业应挖掘新的增长点，钢铁企业利用废旧钢铁炼 钢，既降低成本又减少碳排放。此外，碳交易市场发展也为传统行业带 ...

从资本市场角度看，传统产业转型的结构性机会已逐步清晰。中国银河（601881）证券策略首席分析师 杨超向记者表示，2026年抓住传统产业高端化、智能化、绿色化改造机遇，核心在于精准识别"技术突 破—资本赋能—政策协同"三位一体的结构性机会，聚焦具备真实转型能力、清晰路径与融资支撑的优 质企业。 聚焦新质生产力赛道，是挖掘传统产业转型高潜力标的的关键所在。杨超认为，传统产业升级并非简单 的设备替换，而是通过数字化、绿色化、高端化重构价值链。资本正加速向具备"硬科技+可持续"双轮 驱动的企业倾斜。 在资本工具方面，多元化创新为传统企业转型提供了长期资金支持。传统企业转型需长期、低成本资金 支持，资本市场正提供多元化工具。比如，继续推广绿色科技创新债券(碳中和债)，用于能源、化工、 冶金等高碳行业低碳改造；继续大力推广科创债，用于拥有核心技术的制造业企业研发与生产线升级 等。 政策与区域协同的加强，进一步催生了产业集群发展的红利窗口。地方政府通过"产业大脑+未来工 厂"模式系统推动转型，资本市场可继续顺势布局区域龙头。 展望2026年，资本市场对传统产业转型的价值发现功能将进一步凸显。杨超认为，2026年，资本市场 ...

长三角纺织厂想甩掉"贴牌"标签，东北装备厂苦觅技术突围，珠三角制造厂焦虑同质竞争——如今的中 国传统产业，正集体站在转型十字路口。而顺德，这座深耕制造业数十年的城市，早已用美的双位数的 奇迹增长、科达制造的出海突破，为传统产业转型交出了一份硬核答卷。 经济学家郑永年曾说，中国以前是多商人少企业家，很多唯利是图的商人以自己来衡量企业的成败，而 企业家不是，企业家是要改造世界，征服世界。 对企业家精神的传承与发扬，正是顺德制造的蜕变密码。提及传统企业转型，不少人会陷入"船大难掉 头"的误区，但美的的表现恰恰打破了这一认知：作为年营收超四千亿的巨头，其今年前三季度仍实现 双位数增长，核心在于跳出"家电制造商"的单一定位，向"全球化科技集团"转型——十年砸入千亿研 发，智能家居生态覆盖亿级用户，还摇身变为全球工业机器人四强。 这种"大而能转"的底气，源于从"利润驱动"到"价值驱动"的底层逻辑重构：不再纠结于单一产品的成本 与销量，而是以技术创新定义行业标准，用生态布局抢占未来赛道。这对全国众多面临增长瓶颈的传统 企业而言，无疑是最鲜活的启示——体量不是转型的阻力，而是技术投入、品牌布局的底气。 顺德的政企协同模式，更 ...

从山西看全国，处理好新与旧的辩证关系，是传统产业一项重要课题。在理清家底、发挥所长的基础 上，结合新趋势，做到因地制宜、新旧融合，实现旧中出新、新中育优，就能最大程度激活传统产业发 展潜能。 山西阳泉，老百姓说话时，常用"沾"字表示"好""不错"的意思。不久前，笔者来到阳泉阀门股份有限公 司（以下简称阳泉阀门），看到制造之变、发展之新，深感"沾得很"。 采访时，有四句话让人印象深刻，"阳光普照产业兴，泉涌活力质为精，阀控源流通佳境，门纳新机为 共赢"。致力于向新而行，各地推动高质量发展也必能渐入佳境。 到底有多"沾"？不妨看一项技术。密封性是评估阀门性能和质量的关键指标。铸铁与不锈钢材料如何融 合？传统工艺中，材质差异会导致出现焊接缺陷，影响产品质量。阳泉阀门破题攻关，推出"堆焊工艺 +机器人"融合技术，由此显著提升大型冶金阀门的密封性能和使用寿命，将生产成本降低60%。说到这 项技术，头戴安全帽的副总经理郭永生，既兴奋又感慨，"让创新切实转化为竞争力，才能助力企业摆 脱传统制造的同质化困境。" 创新发展不是盲目的，而是面向市场、面向未来的。比如，面对新的市场需求，阳泉阀门主动切入高纬 度细分赛道，以耐低温铸 ...

Group 1 - The "14th Five-Year Plan" period in China has been marked by significant achievements and challenges, with a focus on high-quality development for the upcoming "15th Five-Year Plan" [1] - Yangquan Valve Co., Ltd. has successfully integrated "cladding technology + robotics" to enhance the sealing performance and lifespan of large metallurgical valves, reducing production costs by 60% [2] - The company has innovated 58 product varieties that fill domestic gaps and has been recognized as a national-level "specialized, refined, and innovative" small giant enterprise [2] Group 2 - The utilization rate of coal gangue at Jinkun Mining Products Co., Ltd. has increased from less than 30% to over 95%, significantly improving solid waste recycling efficiency [3] - The transformation of corn starch into high-value supercapacitor carbon has increased its price from around 3,000 yuan per ton to nearly 150,000 yuan per ton, showcasing the potential of technology in traditional industries [3] - Yangquan Valve is actively entering niche markets by developing large-diameter gate valves made from low-temperature resistant cast steel to address issues like brittleness and sealing failure in low temperatures [3] Group 3 - Shanxi Water Tower Vinegar Co., Ltd. combines traditional brewing methods with modern technology, utilizing automated production lines and real-time monitoring to enhance efficiency [4] - The integration of new technologies with traditional practices is essential for revitalizing old industries, emphasizing the importance of adapting to new trends while preserving core values [4] - The successful development of traditional industries relies on balancing new and old methodologies, maximizing the potential for growth and innovation [4]

Core Viewpoint - The article emphasizes the importance of understanding the "14th Five-Year Plan" before making investment decisions, highlighting that a deep comprehension of this strategic framework is crucial for long-term investment strategies [1] Market Review - The "barbell strategy" remains effective, with technology growth and gold showing inverse performance, indicating a shift in market dynamics [2] - The performance of the A-share market reflects a transition from a defensive to a more aggressive investment approach, with concerns about economic transformation and potential tech bubbles [2] Demand Shortage - The "14th Five-Year Plan" addresses the current economic challenges, particularly the insufficient domestic demand, which is evident in investment, consumption, and real estate sectors [5] - Fixed asset investment decreased by 0.5% year-on-year in the first three quarters of 2025, with manufacturing investment growth slowing to 4.0% [5] - Social retail sales grew by only 4.5% year-on-year, below GDP growth, indicating weak consumer momentum [5] - Real estate investment fell by 13.9% year-on-year, with a significant amount of unsold housing inventory [5][6] Structural Rewards - Emerging industries are experiencing a rebound in profitability, with industrial enterprise profit growth reaching 21.6% in September 2025 [7] - Factors driving this growth include easing price pressures, demand recovery in key sectors like automotive and computing, and favorable policy measures [8] - High-tech manufacturing profits grew by 26.8%, indicating a shift towards more advanced production capabilities [9] Opportunities in Traditional Industries - The "14th Five-Year Plan" redefines traditional industries as foundational to the manufacturing sector, emphasizing quality improvement and reasonable growth [10] - Traditional industries are encouraged to undergo transformation through digitalization, green initiatives, and cluster development [10] Investment Strategy - The distinction between new and old industries is less relevant than the value proposition, with traditional industries offering attractive price points [11] - Recent market adjustments suggest a shift towards balanced allocations between new and traditional sectors, indicating a potential for recovery in traditional industries [11][12]

Core Viewpoint - Fuyao Group, a leading automotive glass manufacturer, emphasizes the importance of education and social responsibility through the establishment of Fuyao University, aiming to cultivate talents beneficial to society and the nation [2][23]. Group 1: Fuyao University Establishment - The university was founded not for profit but to fulfill a social responsibility, with an investment of 10 billion yuan, of which approximately 4.3 billion yuan has been spent as of August 31 [3][2]. - The university's operational model involves delegating authority to a professional team led by President Wang Shuguo, focusing on quality education rather than merely expanding enrollment [4][6]. - The first cohort consists of only 50 students to ensure high-quality training, with a low tuition fee of 5,600 yuan per year [6][7]. Group 2: Educational Philosophy - The university aims to provide a comprehensive education in the first two years, followed by specialized training in fields such as Intelligent Manufacturing Engineering and Computer Science [6][8]. - Fuyao Group emphasizes the importance of self-reliance and personal responsibility among students, treating them as part of the family [7][8]. Group 3: Traditional Industry and Technology - Fuyao Group believes that traditional industries must embrace new technologies to enhance efficiency and reduce costs, using tools like big data and AI without deviating from their core business [12][13]. - The company has maintained its focus on automotive glass manufacturing, achieving global leadership in efficiency, production, and technology [15][11]. Group 4: Entrepreneurial Insights - The company advises against immediate entrepreneurship for graduates, suggesting they gain practical experience first before deciding to start their own businesses [19]. - The qualities of a successful entrepreneur include a broad knowledge base, strong professional skills, and a commitment to social responsibility [20][21]. Group 5: Corporate Social Responsibility - Fuyao Group engages in charitable activities, particularly in education, aiming for social harmony and stability [23]. - The company maintains competitive salaries for its employees while also providing support for those in need, ensuring a balance between employee welfare and business sustainability [24][25]. Group 6: Government and Business Relations - Fuyao Group advocates for a clear and respectful relationship between government and business, emphasizing legal compliance and ethical conduct [26].

Core Viewpoint - The article highlights the transformation of Liu Pan Village in Hubei, known as the "Chalk Village," where traditional chalk production has evolved into a vibrant industry that exports innovative chalk products to over 200 countries, generating an annual output value exceeding 100 million yuan. Group 1: Industry Overview - Liu Pan Village has a rich history in chalk production, dating back to the 1950s, with its gypsum reserves being the best in China [1][6] - Nearly half of the 400 households in Liu Pan Village rely on chalk production and sales, with an annual output exceeding 10 million boxes [1][6] - The village's chalk is now a significant player in the global market, with at least 60% of the world's chalk coming from this village [4][6] Group 2: Innovation and Market Adaptation - The rise of multimedia teaching tools has posed challenges for the traditional chalk industry, prompting local entrepreneurs to innovate [6][7] - Liu Xiaofeng, a local entrepreneur, has leveraged e-commerce to revitalize the chalk business, expanding its customer base beyond schools to individual households [7][8] - The cost of producing a box of chalk is approximately 0.5 to 0.6 yuan, with retail prices reaching 2.5 to 3 yuan online, indicating a significant markup [7] Group 3: Product Diversification - The village has shifted towards producing creative and colorful chalk products, including unique shapes and designs aimed at children, which are increasingly popular in international markets [8][12] - New product lines include functional chalks, such as high-temperature resistant chalk and insect-repelling chalk, showcasing the adaptability of the industry [16][18] - The introduction of innovative designs, like the "Starry Sky Chalk," has allowed the village to enter higher-end markets, with export prices significantly higher than domestic sales [9][12] Group 4: Community and Cultural Development - The establishment of the Huangtan Chalk Industry Association in 2021 has facilitated collaboration among local producers, enhancing the overall competitiveness of the industry [17] - Plans are underway to create a chalk museum and interactive experience center to preserve the cultural heritage of chalk production and engage the younger generation [21][24] - The local government is investing in infrastructure and cultural projects to promote the village as a tourist destination, further integrating the chalk industry with cultural tourism [24]

Core Insights - Shenzhen aims to leverage its rich innovation resources and diverse industrial categories to upgrade traditional industries, targeting a total scale of over 700 billion yuan within three years [1] - The city plans to implement 12 policy measures, including the establishment of various investment funds to support mergers and acquisitions in traditional industries [1][2] - Shenzhen's advanced manufacturing and high-tech manufacturing sectors account for 68.2% and 58.2% of the city's industrial added value, respectively [1] Group 1: Traditional Industry Development - Shenzhen has a strong presence in traditional industries such as high-end women's clothing, jewelry, and eyewear, with the jewelry industry holding a national industrial output value lead [2] - The city will implement an action plan to integrate artificial intelligence into various traditional sectors, aiming to digitize over 100 traditional enterprises within three years [2][3] - The government recognizes both traditional and emerging industries as essential components of a modern industrial system, promoting a blend of technology and traditional manufacturing [3] Group 2: Investment and Policy Measures - The city will create a multi-faceted investment support model involving government-guided funds, listed company capital, and professional investment institutions [1] - Shenzhen aims to cultivate over 100 cross-industry fusion fashion products and popular national trend products by 2027 [3] - The approach of "policy guidance + market leadership + technology empowerment" is expected to serve as a replicable model for traditional industry transformation across the country [3]

Group 1 - The 2025 Lancang-Mekong Youth Entrepreneurs Exchange Camp was held in Lijiang, Yunnan Province, focusing on the theme "Youth in Lancang-Mekong, Innovating the Future" to harness the wisdom and strength of youth from six countries for economic development in the Lancang-Mekong region [2] - The "Lancang-Mekong Youth Entrepreneurs Project Cooperation Database and Workshop" was officially launched, aiming to empower regional youth entrepreneurs through an online and offline collaborative mechanism, facilitating precise information matching and providing comprehensive services from demand connection to project implementation [4] - During the event, representatives discussed three major topics: "Innovation: New Opportunities for Regional Economic Growth," "Upgrade: New Paths for Traditional Industry Transformation," and "Coexistence: Deepening Cooperation and Mutual Benefit," along with industry promotion and workshops for youth entrepreneurs [6]