1+N产业体系
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广发证券沈明高:智能制造产业链是构建“1+N”产业体系的核心
Zheng Quan Shi Bao Wang· 2025-11-18 09:56
Core Viewpoint - The 20th China Economic Forum highlighted the rapid advancement of artificial intelligence as a universal technology, suggesting its adoption may outpace previous technological cycles [1] Industry Insights - The intelligent manufacturing industry chain, centered around humanoid robots, smart vehicles, and embodied intelligence, is expected to grow significantly over the next 5-10 years [1] - This industry chain is characterized by its long supply chain, common technologies, and strong industrial spillover effects, positioning it as a potential pillar industry comparable to real estate [1] - The development of this sector is crucial for constructing a "1+N" industrial system, indicating its importance in the broader economic landscape [1]