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专访黄群慧:推进产业基础高级化,加大新基建投资
Core Insights - The article discusses the transition from the "14th Five-Year Plan" to the "15th Five-Year Plan" in China, emphasizing the need for economic growth and industrial transformation during this critical period [1][6]. Economic Growth and Modernization - The "15th Five-Year Plan" requires a higher economic growth target compared to the "14th Five-Year Plan," aiming for around 5% growth to achieve a middle-income level by 2035 [6][7]. - As a country approaches modernization, its potential economic growth rate tends to decline, necessitating a focus on high-quality development rather than just quantitative growth [6][7]. Industrial Transformation - Traditional industries must undergo deep transformation, particularly through the integration of artificial intelligence in key sectors such as manufacturing, energy, and consumer goods [2][12]. - The construction of new infrastructure, particularly in computing power, is essential to support the transformation of traditional industries and enhance their competitiveness [2][13]. Technology and Innovation - There is a pressing need to enhance the integration of technological innovation and industrial innovation, focusing on upgrading the industrial foundation and increasing high-quality technological supply [7][8]. - The proportion of basic research funding in overall R&D investment should increase from 8% to around 12% by the end of the "15th Five-Year Plan" to align with international standards [8]. New Infrastructure Investment - Investment in new infrastructure should be accelerated, particularly in areas that support the digital and green transformation of industries [11][13]. - A unified national computing power trading market is proposed to optimize resource allocation and support industrial upgrades [13]. Addressing "Involution" in Emerging Industries - The "15th Five-Year Plan" emphasizes the need to combat "involution" in emerging industries by promoting innovation and limiting subsidies that encourage capacity expansion [15][16]. - A focus on enhancing market regulation and preventing monopolistic practices is crucial to ensure fair competition and protect smaller enterprises [16][17]. Expanding Domestic Demand - Expanding domestic demand is essential to alleviate capacity issues in certain industries, with a shift from investment-driven growth to consumption-driven growth [17]. - The establishment of a unified national market is necessary to facilitate resource integration and collaboration across regions, enhancing overall economic stability [17].
专访黄群慧:推进产业基础高级化,加大新基建投资
21世纪经济报道· 2025-10-19 12:04
Core Viewpoint - The article discusses the transition from the "14th Five-Year Plan" to the "15th Five-Year Plan" in China, emphasizing the need for high-quality economic growth and the transformation of traditional industries while avoiding "involution" in emerging industries [1][5]. Economic Growth and Modernization - The "15th Five-Year Plan" period is crucial for solidifying the foundation for achieving socialist modernization by 2035, requiring an economic growth rate of around 5% to reach the level of moderately developed countries [5]. - As a country approaches modernization, its potential economic growth rate tends to decline, necessitating higher growth expectations for the "15th Five-Year Plan" compared to the "16th Five-Year Plan" [2][5]. Technology and Industry Innovation - There is a pressing need to integrate technological innovation with industrial innovation, focusing on enhancing the modernization of industrial foundations, which includes key components, software, and materials [6]. - The article suggests increasing the proportion of basic research funding from 8% to around 12% by the end of the "15th Five-Year Plan" to enhance high-quality technological supply [6]. Traditional Industry Transformation - The "15th Five-Year Plan" requires a deep transformation of traditional industries, particularly through the empowerment of artificial intelligence, focusing on sectors like equipment manufacturing, electronic information, and energy [10]. - New infrastructure, particularly in computing power, should be prioritized to support the innovation and development of traditional industries [11]. Emerging Industry Development - The article highlights the need for a "反内卷" (anti-involution) approach in emerging industries, emphasizing the importance of directing industrial subsidies towards technological innovation rather than capacity expansion [12][13]. - It advocates for a shift from low-end capacity expansion to creating brand value and enhancing service experiences, thereby fostering a competitive edge based on quality rather than quantity [13]. Market and Regulatory Environment - The establishment of a robust market regulatory framework is essential to prevent monopolistic behaviors in the platform economy and ensure fair competition for small and medium enterprises [14]. - The article calls for a unified national market to facilitate resource integration and collaboration across regions, enhancing the overall business environment for manufacturing companies [14][15].
专访黄群慧:推进产业基础高级化 加大新基建投资丨四中全会预热
当前,我国正处于"十四五"规划迎来收官与"十五五"规划启航的关键交汇点,产业升级路径与经济增长 动力备受关注。 在这一承前启后的关键节点,如何理解当前经济发展所处的历史方位?展望"十五五"时期,我国现代产 业体系的建设将面临哪些新要求?传统产业如何实现深度转型,新兴产业又如何避免"内卷化"发展?围 绕这些重大议题,21世纪经济报道记者专访了第十四届全国政协委员、经济委员会委员,中国社会科学 院经济研究所研究员黄群慧。 作为国家"十四五"、"十五五"规划专家委员会委员,黄群慧主要研究领域为发展经济学、中国制造业与 国有企业改革等,曾主持国家社会科学基金重大项目4项及其国家级研究项目多项。 黄群慧表示,从现代化规律而言,一个国家越接近现代化,其潜在经济增速会下降,因此"十五五"时期 相对于"十六五"时期而言,对经济增速应该有更高要求。"十五五"时期,要以把握产业基础高级化这个 产业发展的重大需求方向,加大推进科技创新与产业创新深度融合,增加高质量科技供给,催生产业基 础的重大突破。从推进传统产业"深度"转型升级来看,要强化人工智能赋能传统产业,应聚焦装备制造 业、电子信息、原材料、能源电力、消费品等重点行业领域, ...
专访黄群慧:推进产业基础高级化,加大新基建投资丨四中全会预热
Core Viewpoint - The article discusses the transition from the "14th Five-Year Plan" to the "15th Five-Year Plan" in China, emphasizing the need for deep transformation of traditional industries and the avoidance of "involution" in emerging industries, while focusing on high-quality economic growth and technological innovation [1][4]. Economic Development Context - The "15th Five-Year Plan" is seen as a critical period for solidifying the foundation for achieving socialist modernization by 2035, requiring an economic growth rate of around 5% to reach the level of middle-developed countries [4]. - As a country approaches modernization, its potential economic growth rate tends to decline, necessitating higher growth expectations for the "15th Five-Year Plan" compared to the "14th" [2][4]. Technological and Industrial Innovation - There is a pressing need to integrate technological innovation with industrial innovation, focusing on enhancing the modernization of industrial foundations, which includes key components, software, and materials [5][6]. - The goal is to increase the proportion of basic research funding from 8% to around 12% of total R&D investment by the end of the "15th Five-Year Plan" [6]. Modern Industrial System Development - The "15th Five-Year Plan" aims to accelerate the construction of a modern industrial system supported by the real economy, emphasizing advanced, digital, green, and integrated development [7]. - The integrity of the industrial system is crucial, with a focus on maintaining key manufacturing capabilities and ensuring a collaborative mechanism for orderly domestic industrial transfer [7]. Traditional Industry Transformation - Traditional industries must undergo deep transformation, particularly through the empowerment of artificial intelligence, focusing on key sectors such as equipment manufacturing and consumer goods [8][9]. - Investment in new infrastructure, particularly in computing power, is essential to support the innovation and development of traditional industries [9][10]. Emerging Industry "Anti-Involution" Strategies - The "15th Five-Year Plan" emphasizes the need for a technology innovation mechanism that shifts enterprise behavior towards value creation, limiting subsidies for capacity expansion and encouraging innovation in standards and branding [11]. - A collaborative innovation ecosystem is encouraged, with large state-owned enterprises and research institutions focusing on key common technologies [11][12]. - The establishment of a market regulatory system is necessary to prevent monopolistic behaviors and ensure fair competition, particularly in the platform economy [12][13].