"十五五"规划建议提出"构建以先进制造业为骨干的现代化产业体系"，为产业升级指明了方向。紧扣先 进制造业和现代服务业占比提升是推动产业升级的现实路径。为此，应强化技术创新，激励企业加大研 发投入，突破关键核心技术瓶颈，促进科技成果转化与产业化应用。在优化营商环境上也要发力，通过 强化知识产权保护，维护公平竞争，来充分激发各类经营主体活力，特别是中小企业和民营经济的活 力。此外，还需进一步推动深度融合，积极发展服务型制造，引导制造业企业延伸服务链条。同时，鼓 励现代服务业企业利用信息技术、商业模式创新反向赋能制造业，从而持续提升产业综合竞争力。 今年以来，我国产业升级态势明显，先进制造业和现代服务业占比提升。前10个月，规模以上装备制造 业增加值同比增长9.5%，占规模以上工业比重达到36.1%，对规模以上工业增加值增长的贡献率达到 58.7%。现代服务业发展势头良好，前三季度，信息传输、软件和信息技术服务业，租赁和商务服务业 增加值同比分别增长11.2%和9.2%。 产业升级是一个依靠技术进步、知识积累和人力资本提升形成的产业持续高度化的过程，也是优化要素 配置、提升全要素生产率、催生新业态新模式的过程。它不 ...

Group 1 - The core viewpoint emphasizes the necessity for companies to embrace technological innovation and digital transformation to enhance operational efficiency, particularly in the context of rapid advancements in AI and other new technologies [1] - The number of listed companies in strategic emerging industries has increased by nearly 1,000 over the past five years, with their proportion rising from 42.6% to 52.3%, indicating a significant shift in the market structure [1] - As of mid-2023, listed companies' R&D investment reached 6.5 trillion yuan, accounting for 21.1% of their operating income, highlighting their role as a driving force for innovation and technology transfer [1] Group 2 - The dividend mechanism for listed companies has been continuously improved, with a projected total dividend payout of 2.4 trillion yuan in 2024 and cumulative dividends of 10.4 trillion yuan by the end of September 2023 [2] - Companies are encouraged to enhance R&D investment and foster deep integration of production and service sectors, promoting innovative fusion models such as "service + manufacturing" and "product + service" [2] - Emphasis is placed on the importance of good corporate governance as a foundation for high-quality development, advocating for improved governance structures and enhanced transparency to protect investor interests [3]

Core Viewpoint - The Ministry of Industry and Information Technology, along with six other departments, has released the "Implementation Plan for Deepening the Innovation and Development of Service-Oriented Manufacturing (2025-2028)", emphasizing the integration of manufacturing and services as a key direction for the development of the manufacturing industry [1][2]. Summary by Sections Development of Service-Oriented Manufacturing - Since 2016, the Ministry of Industry and Information Technology has implemented various guidelines to promote service-oriented manufacturing, achieving positive results that enhance the high-quality development of the manufacturing sector [2]. - However, challenges remain, including weak supply capabilities of key technologies, an incomplete standard system, uneven application of typical models across industries, and difficulties in statistical monitoring [2]. Goals of the Implementation Plan - By 2028, the role of service-oriented manufacturing in high-quality development will be further enhanced, with goals to establish 20 standards, create 50 leading brands, and build 100 innovation development hubs [2]. - The plan aims to optimize resource allocation, expand new development spaces, extend industrial chains, and enhance value chains, laying a solid foundation for a service-oriented manufacturing system with Chinese characteristics and global standards [2]. Key Tasks and Actions - The plan outlines seven main tasks, including strengthening key common technology research, promoting the growth of key productive service industries, and advancing the construction of a unified standard system [4][5]. - Three special actions are proposed: enhancing shared manufacturing platforms, improving service-oriented manufacturing brand recognition, and innovating application scenarios [7]. Industry Expert Insights - Experts highlight that the integration of advanced manufacturing and modern services through service-oriented manufacturing breaks traditional industry boundaries, optimizing resource allocation and promoting collaborative development [3][6]. - The development of key productive service industries is seen as foundational for achieving high-quality service-oriented manufacturing, creating a precise industrial ecosystem [6][7].

Core Viewpoint - The article discusses the implementation plan for promoting service-oriented manufacturing innovation from 2025 to 2028, emphasizing the integration of advanced manufacturing and modern services, as well as the importance of technology and infrastructure development in enhancing manufacturing capabilities [3][4]. Background of the Implementation Plan - Service-oriented manufacturing is crucial for the deep integration of advanced manufacturing and modern services, enhancing the value creation capacity of the manufacturing sector [4]. - The plan is a response to the emphasis from the central government on developing service-oriented manufacturing, as highlighted in various national reports and guidelines since 2016 [4]. Overall Requirements and Development Goals - The plan is guided by Xi Jinping's thoughts and aims to create a modern industrial system centered on advanced manufacturing, promoting deep integration of information technology and industrialization [6]. - By 2028, the goals include enhancing the role of service-oriented manufacturing, completing 20 standards, creating 50 leading brands, and establishing 100 innovation development hubs [6]. Main Tasks and Special Actions - The plan outlines seven main tasks, including strengthening key common technology research, promoting the growth of productive service industries, and enhancing the standard system [8]. - Three special actions focus on developing shared manufacturing platforms, enhancing service-oriented manufacturing brands, and creating innovative application scenarios [9]. Key Common Technology Research - The plan emphasizes the need for research in key common technologies, encouraging enterprises to increase innovation investment and promote the application of research results [14]. Promotion of Service-oriented Manufacturing Models - The plan aims to categorize and promote typical service-oriented manufacturing models, encouraging the integration of service elements into manufacturing processes [15][16]. Development of Productive Service Industries - The plan highlights the importance of developing productive service industries, including technology services, industrial design, and financial services, to support service-oriented manufacturing [17]. Implementation Guarantees - Four key measures are proposed to ensure the plan's implementation, including strengthening policy support, enhancing public services, building a talent pool, and promoting international cooperation [18].

Core Viewpoint - Shenzhen is advancing its industrial transformation by promoting the integration of advanced manufacturing and modern services through financial support for technology upgrades, aiming to enhance the modernization of industrial and supply chains [1][2][7] Group 1: Financial Support for Technology Upgrades - The Shenzhen Municipal Bureau of Industry and Information Technology has announced a funding plan for technology upgrades, with companies like研祥智能科技股份有限公司 set to receive significant financial support, totaling approximately 18.53 million yuan for four companies [1] - The funding aims to accelerate the integration of advanced manufacturing and modern services, focusing on innovation in production organization, operational model optimization, and value chain extension [1][2] Group 2: Manufacturing Industry Strengths - Shenzhen has a robust manufacturing base, with advanced manufacturing value accounting for over 60% of the city's industrial output, and high-tech manufacturing comprising more than one-third [3] - The city has a complete industrial chain, including electronic information, intelligent equipment, new energy, biomedicine, and new materials, which supports technology upgrades and reduces costs [3][4] Group 3: Innovation and R&D Investment - Shenzhen's R&D expenditure is projected to reach 5.81% of GDP in 2024, with numerous national-level laboratories and research centers fostering innovation [4] - New technologies such as 5G, artificial intelligence, and industrial internet are being widely applied in production monitoring and supply chain management, enhancing efficiency and quality [4] Group 4: Comprehensive Policy Support - Shenzhen's technology upgrade support system includes financial, tax, land use, and public service measures to ensure smooth project implementation [5][6] - Major technology upgrade projects can receive up to 10% funding of total investment, with a cap of 100 million yuan, while "two-industry" integration projects can receive up to 20% funding, capped at 1 million yuan [5][6] Group 5: Demonstration Projects and Industry Upgrades - The city selects exemplary projects in smart manufacturing and green manufacturing to promote industry-wide upgrades through sharing successful experiences [6][7] - The comprehensive mechanism combining financial guidance, industrial support, and innovation is expected to enhance the modernization of supply chains and support Shenzhen's goal of becoming a national model for high-quality manufacturing development [7]

Core Viewpoint - The restructuring of international economic and trade rules is significantly impacting the global manufacturing landscape, necessitating China's manufacturing sector to adapt and enhance its global presence and quality of international operations [1] Group 1: Global Investment Trends - Since 2015, Chinese enterprises have accelerated their overseas expansion, with foreign direct investment (FDI) flow reaching $177.29 billion in 2023, accounting for 11.4% of global FDI, maintaining a position among the top three globally for 12 consecutive years [1][2] - In 2023, the proportion of China's FDI flow to GDP, manufacturing value added, and manufacturing exports were 1%, 3.8%, and 6.1% respectively, all below the world average, indicating significant room for growth in global manufacturing layout [1] Group 2: Competitive Advantages - China's manufacturing globalization is supported by its strong industrial chain and supply chain advantages, with the country being the second-largest economy and possessing a complete industrial system across all categories recognized by the United Nations [2] - Over 40% of 500 major industrial products produced in China rank first globally, showcasing the country's robust industrial competitiveness [2] Group 3: Strategic Opportunities - The deepening of economic globalization presents strategic opportunities for Chinese manufacturing to break traditional market boundaries and innovate, enhancing resilience by optimizing costs related to labor, tariffs, and shipping [3] - Collaboration with other developing countries can extend local supply chains and foster mutual benefits, while expanding the scope of resource integration can stimulate innovation [3] Group 4: Recommendations for Global Expansion - To support manufacturing enterprises in global operations, it is essential to strengthen the foundation for "going out" by leveraging China's market size, complete industrial system, and talent resources, while aligning with international trade rules [4] - Enhancing comprehensive competitiveness requires a focus on technology, market awareness, and local integration, ensuring that enterprises can effectively respond to local market demands [5] - The integration of advanced manufacturing with modern services is crucial for improving international competitiveness, necessitating a shift towards service-oriented manufacturing [5][6] Group 5: Collaborative Ecosystem - Building a global cooperation network involves differentiated layouts based on regional resource endowments and enhancing regional economic collaboration to optimize production factors across borders [6] - Promoting a collaborative development ecosystem through partnerships with various countries can stabilize global supply chains and enhance cooperation in industrial development [6]