转自：智通财经 【拓荆科技董事长吕光泉：集成电路创新路径需从平面走向三维】《科创板日报》5日讯，在第十三届 半导体设备与核心部件及材料展（CSEAC 2025）期间，拓荆科技董事长吕光泉表示，集成电路创新路 径需从平面走向三维，以突破存储墙与I/O带宽限制。原子级制造（ALD/ALE）与前道器件密度提升、 键合技术与后道先进封装，是解决带宽与密度问题的关键。三维集成可将I/O带宽提升千倍以上，HBM 结构、背面供电技术等成为重要方向。（陈俊清） ...

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年9月4日 ● 国内金融市场 · | 0 | 股 | D | 指期货 C | | --- | --- | --- | --- | | | | > | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3813. 56 | -1. 16% | 上证当月连续 | 2949 | -1.29% | | 深证成指 | 12472 | -0.65% | 沪深当月连续 | 4430 | -0. 96% | | 创业板指 | 2899. 37 | 0. 95% | 恒生期货指数 | 32747.4 | -0. 33% | 宏观消息汇总 1.财政部、税务总局发布关于划转充实社保基金国有股权及现 金收益运作管理税收政策的通知。 2.市场监管总局近日印发《重点工业产品质量安全隐患排查治 理三年行动方案（2025—2027年）》，聚焦消防产品、建筑保 温材料、电动自行车等23类84种高风险产品。 二、行业最新动态 1.政策支持,多地正编制促进脑机接口发展 ...

Core Insights - The future industry in China is projected to reach a value of approximately 11.7 trillion yuan in 2024, with estimates of 13.4 trillion yuan in 2025 and 15.5 trillion yuan in 2026, reflecting a compound annual growth rate of 15% [1][2] - Future industries are defined as emerging sectors driven by cutting-edge technologies, characterized by significant disruption and uncertainty [2][8] - The Chinese government aims to foster an environment that encourages innovation and tolerates failure, enhancing the autonomy and funding rights of research institutions to stimulate creativity [1][16] Industry Overview - Future industries encompass six key areas: future manufacturing, future information, future materials, future energy, future space, and future health [1] - The development of future industries is seen as a strategic pivot for technological advancement and industrial upgrading in China [1][8] Market Projections - The commercial space sector in China is expected to exceed 2.7 trillion yuan by 2025 and reach 3.3 trillion yuan by 2026 [5] - The satellite internet market is projected to reach 45 billion yuan by 2025, with a total of nearly 16,000 satellites planned [6] Technological Advancements - Breakthroughs in key technologies such as atomic-level manufacturing, hydrogen energy, and quantum information are driving the growth of future industries [5][6] - The atomic-level manufacturing sector is anticipated to achieve sales of 80 billion yuan in equipment and 20 billion yuan in related materials by 2024, with the potential to exceed 100 billion yuan within five years [5] Regional Development - Major regions like Beijing-Tianjin-Hebei, the Yangtze River Delta, and the Guangdong-Hong Kong-Macau Greater Bay Area are emerging as innovation hubs for future industries [7] - The Yangtze Economic Belt is exploring collaborative innovation models to enhance development in commercial aerospace and green energy [7] Characteristics of Future Industries - Future industries exhibit four notable characteristics: strategic significance, leading-edge technology, disruptive potential, and inherent uncertainty [8][9] - The development of future industries is influenced by the interplay of supply and demand, with technological breakthroughs creating new market needs [9] Challenges and Recommendations - Key challenges include strengthening the technological foundation, enhancing systemic planning, ensuring long-term investment, and improving regulatory frameworks [10][11] - Recommendations for fostering future industries include establishing a supportive capital investment mechanism, enhancing collaboration across the industry chain, and promoting flexible funding models [12][13][18]

Group 1: Future Industry Development - The strategic choice to vigorously develop future industries is essential for seizing the global technological competitive high ground and forming a modern industrial system [2] - Future technologies serve as the foundation for future industries, with their generation paths filled with uncertainties [2] - Key challenges include strengthening source technology supply, breaking through conversion bottlenecks, cultivating key talents, and balancing development with safety [2] Group 2: Technology Supply System - Future industries require a multi-dimensional technology supply system, including source technologies, frontier cross-disciplinary technologies, and disruptive technologies [3][4] - Advanced nuclear energy innovation is highlighted as a key technology for future clean energy, showcasing significant progress in China's nuclear technology [4] - China has entered the global first tier in quantum computing industrialization, with a complete independent technology system established in superconducting quantum computing [4][5] Group 3: Challenges in Future Technology - Transitioning from future technology to future industry faces multiple challenges, including technology route selection, engineering implementation, and new productivity conversion mechanisms [5][6] - Advanced nuclear technology still faces challenges in commercial application and regulatory standards, impacting its multi-purpose utilization [6] - Quantum computing requires further foundational research to address issues like qubit coherence time and fault-tolerant quantum computing [7][12] Group 4: Talent Development - The breakthrough in future industries relies on deep interdisciplinary collaboration, with a significant talent gap in fields like brain-computer interfaces [11][12] - Recommendations include establishing interdisciplinary programs in key universities and promoting collaboration between academia and industry for talent cultivation [11][12] - A multi-layered talent education system is suggested to support the quantum computing field, addressing the significant talent demand [12] Group 5: Safety and Regulatory Mechanisms - Establishing an inclusive and prudent regulatory mechanism is necessary to manage the uncertainties of future industries, including exploring "regulatory sandboxes" [13] - A comprehensive safety regulatory system is essential for nuclear facilities, emphasizing the need for strict oversight throughout the lifecycle of nuclear projects [13][14] - The development of technical standards and intellectual property protection in quantum computing is crucial to ensure compatibility and safeguard innovations [14]

Core Insights - The 789th Xiangshan Science Conference was held in Suzhou, focusing on "Atomic-Level Manufacturing Experimental Devices" to address key scientific and technological challenges in this field [1] - Atomic-level manufacturing is a transformative technology that allows for precise control of atoms to create materials and devices with near-theoretical performance limits, particularly in integrated circuits [1] - The conference aims to promote scientific research related to atomic-level manufacturing, which currently lacks systematic infrastructure both domestically and internationally [1] Group 1: Conference Highlights - The conference gathered experts from various fields including physics, chemistry, materials science, artificial intelligence, and precision instruments [1] - The event emphasized the importance of atomic-level manufacturing as a new driving force for national strategic initiatives and the development of new productive forces [1] Group 2: Nano-X Laboratory - The Nano-X laboratory, established by the Chinese Academy of Sciences and local governments, is the largest and most advanced vacuum interconnection experimental facility globally [2] - This facility has interconnected over 50 large devices through a 227-meter ultra-high vacuum pipeline, creating five stable and efficient operational platforms for various research applications [2] - The laboratory supports national high-tech strategies and regional industrial development in Jiangsu Province and the Yangtze River Delta [2] Group 3: Research Achievements - The Nano-X laboratory has formed a high-level team of over 200 members, conducting 780 collaborative projects and serving over 280 users [3] - It has achieved significant research outcomes, including the application for 380 core patents, with 106 already granted, demonstrating international influence in multiple fields [3] - The facility aims to enhance atomic manipulation capabilities and leverage AI for data processing and process optimization [3] Group 4: Atomic-Level Manufacturing Technology - Atomic-level manufacturing is likened to building with "atoms" as building blocks, allowing for the creation of advanced materials and devices at the microscopic level [5] - This technology faces challenges in achieving ultra-clean and ultra-precise conditions, requiring operations in ultra-high vacuum environments to prevent contamination [5] - It represents a shift from "modifying materials" to "creating materials," potentially leading to breakthroughs in fields such as new energy materials and quantum computing [5]

Core Viewpoint - The Jilin Provincial Human Resources and Social Security Department has launched the first batch of talent pool recruitment to support the integration of education, technology, and industry, aiming to enhance the province's innovative productivity and address the demand for high-level talent in traditional and emerging industries [1] Group 1: Talent Pool Objectives - The talent pool aims to gather high-level and urgently needed practical talents who can contribute to solving real problems for enterprises, emphasizing practical achievements over formal qualifications [1] - The focus industries for the talent pool include new energy and intelligent connected vehicles, new pharmaceuticals, new materials, electronic information, and artificial intelligence [1] Group 2: Industry-Specific Talent Requirements - In the automotive sector, the recruitment focuses on talents in areas such as vehicle system integration, solid-state battery research, and intelligent driving technology [2] - In the pharmaceutical industry, the emphasis is on talents related to traditional Chinese medicine, chemical drugs, and biopharmaceuticals [2] - The new materials sector seeks talents in high-performance fibers, advanced chemical materials, and innovative metal materials [2][3] - The electronic information industry is looking for talents in integrated circuits, new displays, and automotive electronics [3] - Future industries will recruit talents in future manufacturing, artificial intelligence, and quantum technology [3] Group 3: Recruitment and Management Process - The recruitment process requires candidates to comply with Chinese laws, possess strong professional knowledge, and demonstrate innovation and practical experience [3] - The Jilin provincial human resources departments will collaborate with industry departments to address enterprise needs, including technical challenges and talent training [4] - A dynamic management approach will be adopted for the talent pool, prioritizing those who achieve significant results in serving enterprises [4]

Group 1 - The software and information technology services industry in Nanjing has exceeded 860 billion yuan, with the smart grid industry chain showing strong domestic competitiveness and the robotics industry advancing to a leading position nationally [1] - Nanjing is actively building a cluster of industrial technology innovation platforms, including concept verification centers and public technology service platforms, to enhance the integration of technological and industrial innovation [1][2] - The establishment of a joint meeting system between universities and local governments supports the creation of innovative joint entities, focusing on advanced technologies such as atomic extreme micro-manufacturing and open-source software supply chains [2] Group 2 - Nanjing has built six provincial-level concept verification centers and 20 municipal-level centers in the fields of biomedicine and new-generation information communication, with over 500 projects served this year [3] - A "seven-dimensional diagnosis and treatment robot" for resistant hypertension is undergoing clinical trials, with a funding support system of 8.4 billion yuan established to facilitate technology commercialization [4] - Nanjing has nurtured 31 national manufacturing single champion enterprises and 334 specialized "little giant" enterprises, with strategic emerging industries accounting for over 41% of the industrial output [4] Group 3 - The city aims to create a globally influential industrial technology innovation center, systematically constructing a high-energy industrial technology innovation platform matrix [5]

Group 1 - The 27th China Association for Science and Technology Annual Conference is focusing on low-altitude flying vehicles and atomic-level manufacturing, hosting specialized forums on these topics [1][3] - The "Complex Environmental Effects of Low-altitude Flying Vehicles" forum discusses key technological breakthroughs, infrastructure development, and safety considerations, aiming to foster collaboration and innovation in the industry [3][5] - The "Atomic-level Manufacturing Science and Technology" forum addresses cutting-edge issues in atomic-level manufacturing, exploring scientific theories, key technological challenges, and sharing recent research findings [5][6] Group 2 - Experts at the atomic-level manufacturing forum discuss the development strategies for instruments aimed at atomic-level manufacturing, analyzing future demand scenarios and technological pathways [5][6] - Roundtable discussions focus on interdisciplinary collaboration, addressing the challenges and prospects of atomic-level manufacturing in various fields, including electronics and integrated circuit production [6]

Group 1 - The 27th Annual Meeting of the China Association for Science and Technology focused on atomic-level manufacturing, discussing scientific theories and key technological challenges [1] - Over 90 representatives from universities, research institutions, and enterprises participated in the forum, sharing the latest research results and innovative ideas [1] - A keynote report by Professor Tan Jiubin emphasized the development strategy of instruments for atomic-level manufacturing, analyzing typical future scenarios and technological routes [1] Group 2 - Various professors presented reports on topics such as "Visualizing Atomic Scale Manufacturing" and "Atomic Layer Deposition Technology and Development Trends," addressing technical issues in atomic-level manufacturing [2] - A roundtable discussion highlighted the challenges and prospects of atomic-level manufacturing in electronic information and integrated circuit manufacturing [2] - Experts discussed the balance between high processing precision and manufacturing efficiency in atomic-level manufacturing processes [2]