12月16日，中国新闻社"国是论坛：2025年会"在京举行，聚焦"科技创新赋能高质量发展"。围绕"科技 创新赋能经济社会高质量发展"展开深入探讨。论坛汇聚众多专家学者、行业代表，共同为中国式现代 化的科技引擎建言献策。论坛议题本身，为观察中国科技企业提供了一面镜鉴——在追逐风口、比拼流 量的喧嚣之外，是否存在另一种更沉默、却也更坚实的创新路径？ 欧菲光集团的发展轨迹，正为这一问题提供了具象答案。这家光学领域的创变者，近年来持续在智能手 机、智能汽车、新领域的关键技术上投入，其2025年上半年研发投入占比达7.70%，全球授权专利超 1700件。然而，比数据更值得关注的是其背后的战略逻辑：在中国科技产业从"应用创新"迈向"基础创 新"的关键阶段，欧菲光选择在"看不见"的底层光学领域进行一场"技术长跑"。 人工智能的浪潮始于算法，但成于感知。没有精准、稳定、高效的视觉感知，再先进的算法也只是"无 源之水"。欧菲光从消费电子摄像头向机器视觉、车载感知、机器人视觉的系统化延伸，正揭示了这条 技术演进的必然路径。 其近期发布的人形机器人"手眼协同"视觉方案，以及已量产的ToF+双目感知定位模块，并非简单的业 务拓展，而 ...

Core Insights - Chinese companies are gaining international attention not through scale but by mastering key technologies that significantly impact industry dynamics [1] Group 1: Huawei - Huawei is recognized for its 5G technology, which is underpinned by a foundational channel coding technology called polar codes, enhancing signal stability even at extreme rates [3] - The company is advancing towards 5.5G and F5G, aiming to integrate high-speed, low-latency, and reliable network capabilities into various industries, establishing a digital foundation for smart factories, autonomous driving, and telemedicine [3] Group 2: Zhongwei Company - Zhongwei Company specializes in plasma etching technology, crucial for the precise fabrication of semiconductor circuits, enabling advancements from 5nm to 3nm and 2nm processes [5] - The company's equipment meets and even exceeds international standards in etching precision and uniformity, making it indispensable in the semiconductor manufacturing process [5] Group 3: CATL (Contemporary Amperex Technology Co., Limited) - CATL has evolved beyond a battery manufacturer to become a leader in energy solutions, with innovations like the Kirin battery and sodium-ion battery technology [7] - The Kirin battery enhances space utilization and thermal efficiency, while sodium-ion technology offers a cost-effective alternative to lithium, addressing resource scarcity [7] Group 4: China Aerospace Science and Industry Corporation - This company excels in rocket vibration testing technology, essential for ensuring satellite reliability during launch [10] - It employs phased array technology in satellite communications, allowing for flexible and instantaneous beam direction changes without mechanical movement, crucial for future 6G networks [10] Group 5: iFlytek - iFlytek focuses on deep semantic understanding and multimodal interaction, enabling machines to comprehend context and human intent beyond mere voice recognition [12] - Its technology, based on large-scale deep learning models, enhances efficiency in various sectors such as education, healthcare, and justice, acting as an advanced AI assistant [12] Group 6: Overall Industry Trends - The highlighted companies represent a shift in China's tech industry from application innovation to foundational innovation and rule-making, driven by long-term R&D investments and precise technological foresight [14] - The future competition will center around core technologies and ecosystem development, marking a significant evolution in the industry landscape [14]