未来能源与可持续技术
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麦肯锡重磅报告:定义未来五年的13项前沿技术
吴晓波频道· 2025-11-23 00:39
Core Viewpoint - The future competition will not be about individual technological breakthroughs but rather about ecosystem competition, talent systems, and value systems [2][44]. Group 1: Technology Trends - McKinsey's report identifies 13 frontier technology trends that have the potential to transform global business, categorized into innovation, attention, capital investment, and application levels [3]. - Capital is highly concentrated in AI, future energy and sustainable technologies, and future mobility, with AI leading in both attention and innovation [6]. - AI agents have emerged as one of the fastest-growing trends, with equity investment expected to reach $1.1 billion in 2024, a 1562% increase year-on-year [7]. Group 2: Market Opportunities - The report outlines that these technologies will reshape industries and are essential competitive assets for nations and companies [8]. - By 2030, the market size for future space technology in China is expected to exceed 800 billion yuan, focusing on areas like manned low-altitude flight and deep-sea exploration [8]. Group 3: Investment Landscape - The five most attractive frontier technologies for investment in 2024 are future energy and sustainable technology ($223.2 billion), future mobility ($131.6 billion), AI ($124.3 billion), cloud and edge computing ($80.8 billion), and digital trust and cybersecurity ($77.8 billion) [36]. - AI agent technology is experiencing significant growth, with a projected investment increase of 1562% in 2024 [36]. Group 4: Talent Demand - In 2024, there is a notable increase in job demand for six frontier technologies, with AI agent positions seeing a 985% increase [37]. - The talent supply-demand ratio for data scientists in AI is particularly low, at 0.5, indicating a competitive market for skilled professionals [39]. - The demand for talent in future energy and sustainable technology is also high, with a supply-demand ratio below 0.1 for "green skills" [40].