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生产性服务业与制造业融合
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赛迪前瞻2025年第12期(总893期):我国生产性服务业较快发展背后仍需关注三大问题
Sai Di· 2025-04-01 02:10
Investment Rating - The report indicates a positive investment outlook for the productive service industry in China, highlighting its rapid growth and importance in economic transformation [2]. Core Insights - The productive service industry is a crucial component of the modern industrial system, driving structural upgrades, enhancing innovation and competitiveness, and promoting high-quality economic development [2]. - Key highlights include rapid growth in scale, a steady increase in GDP contribution, and continuous optimization of the industry structure, while also noting significant challenges that need to be addressed [2][17]. Summary by Sections Highlights of Development - China's productive service industry has shown rapid growth, consistently ranking second globally since 2013, with its value-added surpassing 4 trillion USD in 2020 [4][6]. - The industry's contribution to GDP has stabilized above 30% since 2016, narrowing the gap with developed countries [6][12]. - The structure of the productive service industry is continuously optimizing, with significant increases in capital-intensive and knowledge-intensive services [10][13]. Existing Challenges - Despite rapid development, China's productive service industry still lags behind the US, with its value-added in 2020 being only 48.8% of that of the US [17]. - The industry remains heavily reliant on labor-intensive services, with knowledge-intensive services accounting for less than one-third of the total, indicating a significant gap compared to developed nations [18][19]. - The contribution of the productive service industry to manufacturing is relatively weak, with a service input share of only 12.5% in 2020, compared to over 20% in developed countries [25][26]. Factors Restricting Growth - A shortage of professional talent and financing difficulties are major constraints on the development of the productive service industry [29]. - The manufacturing sector is still transitioning to higher-end production, with low R&D investment leading to insufficient demand for productive services [31]. - The reliance on processing trade and a long-term trade deficit in services hinder the integration of productive services with manufacturing [33]. Policy Recommendations - Strengthening the supply of talent and optimizing the financing environment are crucial for the high-quality development of the productive service industry [35]. - Upgrading the manufacturing value chain and fostering effective demand for productive services through fiscal support and technological innovation is essential [35][36]. - Promoting deep integration between the productive service industry and manufacturing through regional clustering and collaborative innovation is recommended [36].