专题：世界经济论坛年会_2026冬季达沃斯 新浪财经前方报道团 发自瑞士达沃斯 2026年1月21日，世界经济论坛召开期间，新浪财经对话世界经济论坛执行董事蒋瑞杰（Jeremy Jurgens）。在他看来，中国已经在多个关键技术领域形成了具有全球意义的创新与产业化能力。 其中，绿色技术被视为最具现实影响力的方向之一。无论是工业领域的电气化进程，还是汽车产业转 型，以及低成本太阳能与电池储能的结合，都正在深刻改变全球经济结构，并为应对气候变化提供可规 模化的技术路径。与此同时，中国在人工智能领域，尤其是低成本、开源模型方面的创新，也被认为正 在降低AI应用门槛，使更广泛的人群和地区能够分享技术进步带来的红利。 展望未来五到十年，蒋瑞杰认为，中国的技术影响力有望在既有优势领域持续扩大，包括绿色技术、数 字技术和先进制造。同时，他也特别提到两个值得关注的新兴方向：一是量子计算与量子通信，中国在 相关量子技术上的进展已具备前沿性；二是生物技术领域，随着生物技术逐步走向标准化，中国在规模 化发展和产业落地方面具备独特条件，有潜力推动相关技术更广泛地融入实体经济。 在全球竞争加剧的背景下，蒋瑞杰强调，技术治理、标准与规则 ...

美国前副总统戈尔在论坛中提到，在可再生经济领域每投入1美元，创造的就业机会是传统经济领域的 三倍。他特别提到，去年中国向世界出口的绿色技术按美元价值计算比美国向世界出口的化石燃料总额 高出50%。 新南威尔士大学国际政治经济学教授伊丽莎白·瑟本表示，全球可再生能源转型"正在发生且不可逆"， 这一趋势很大程度上由中国驱动。中国将绿色转型视为加强经济、能源与环境安全的保障。 中国在这些领域积累的优势备受国际瞩目。德勤中国首席执行官刘明华告诉记者，中国在新技术领域表 现亮眼。中国正从单一技术突破，转向以科技驱动制造业升级、服务业数字化和新产业培育。她指出， 具身智能、量子科技、6G和卫星互联网等未来产业正从前沿探索迈向系统布局与产业化准备。随着技 术成熟和生态完善，商业化路径与应用场景将更清晰，有望在中长期培育形成新的规模化增长极。 另外，不少嘉宾提出，新兴市场和发展中国家是全球经济增长的重要潜力所在。世界经济论坛议程指 出，新兴市场在塑造全球经济方面发挥着至关重要的作用。到2035年，新兴市场对全球经济增长的贡献 率将达到65%左右，其中9个新兴市场有望跻身全球前20大经济体之列，其不断扩大的中等收入群体、 持续 ...

Group 1 - The core viewpoint is that China's transition from high-speed growth to high-quality development injects stability and momentum into the global economy amid geopolitical conflicts and economic fragmentation risks [1][2] - China's investment in clean energy reached $818 billion in 2024, a 20% increase from the previous year, highlighting its role as a major contributor to global renewable energy capacity [1] - The digital economy, represented by artificial intelligence, advanced manufacturing, and digital services, is significantly enhancing efficiency across various industries in China [1] Group 2 - Nearly 40% of the global "lighthouse factories" recognized by the World Economic Forum are located in China, showcasing its leadership in applying Fourth Industrial Revolution technologies [2] - China's manufacturing supply chain is globally competitive, and its advancements in green technology and advanced manufacturing are crucial in addressing climate change and supply chain instability [2] - The importance of utilizing multilateral mechanisms to promote healthy competition and mutual cooperation in the face of rising trade protectionism is emphasized [2] Group 3 - The World Economic Forum's 2026 annual meeting will be held in Davos, focusing on the theme of "the spirit of dialogue," which is deemed essential for building trust, a cornerstone for global economic growth and stability [3]

Core Viewpoint - The construction of a strong domestic market is a strategic support for Chinese-style modernization and an important foundation for optimizing the supply system and promoting high-quality development [5][6][22]. Economic Outlook - In 2026, the external environment is expected to continue impacting China's economic development, which still faces challenges. However, the overall conditions supporting long-term economic growth remain unchanged, with strong industrial foundations and broad market space [1][6]. - International organizations and investment banks have raised their economic growth forecasts for China in 2026, indicating a positive outlook for China's role in global trade and value chains [1][6]. Domestic Market Challenges - The supply-demand imbalance in China is a significant issue, limiting the release of the advantages of its large-scale market and hindering the optimization of the supply system [7][8][9]. - Key industries in China face core technology deficiencies, leading to vulnerabilities in the industrial chain. Despite strong competitiveness in manufacturing, there are notable gaps in high-tech and high-value-added sectors compared to developed economies [7][23]. - Some industries experience "involution" competition, resulting in low production efficiency and resource waste. The average profit margin for large industrial enterprises in 2024 is only 5.39%, significantly lower than that of developed countries [8][24]. Strategies for Supply Optimization - Expanding domestic demand is crucial for optimizing the supply structure. The focus should be on enhancing the adaptability and balance between supply and demand to promote a virtuous economic cycle [10][11][25]. - Measures to boost consumption include increasing residents' income, improving social security systems, and encouraging innovation in products and services to enhance consumer confidence [10][11][25]. - Effective investment should be expanded to optimize the supply structure, combining investments in physical assets and human capital to drive high-quality development [11][26]. Global Significance of Domestic Market Expansion - A strong domestic market not only supports China's modernization but also serves as a source of vitality for global economic recovery. China has become the second-largest consumer and import market globally, providing significant opportunities for other countries [13][28]. - The ongoing reforms in foreign investment management and the improvement of the business environment in China are attracting foreign investment, with 22.9 million new foreign enterprises established during the "14th Five-Year Plan" period [13][28]. - The strong domestic market can inject new growth opportunities into the world economy, helping to counteract trade protectionism and promote a more open and inclusive global economic environment [14][28].

Group 1: Technological Innovation - International media highlighted China's technological innovation, with reports showcasing advancements such as autonomous delivery trucks and drones, leading to a perception of "living in tomorrow" [2][3] - China's global innovation index ranking improved from 34th in 2012 to 10th in 2025, reflecting the country's rapid technological advancements [2] - China is recognized as a leading force in renewable energy technology and production, significantly influencing global transitions in this sector [2] Group 2: Economic Vitality - International institutions have raised their economic growth forecasts for China in 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [4] - Reports emphasize China's robust production, trade, and investment growth, reinforcing its status as a vital global manufacturing hub [4] - The narrative around China's economic resilience has shifted from pessimism to recognition of its dynamic market and trade capabilities [4] Group 3: International Cooperation and Openness - China's commitment to international cooperation is evident through initiatives like the Regional Comprehensive Economic Partnership and the Belt and Road Initiative, promoting high-quality global partnerships [5] - The establishment of the Hainan Free Trade Port is expected to attract foreign investment and enhance trade, facilitating the free flow of goods, capital, and people [5] - China's industrial system is viewed as crucial for multinational companies to maintain global competitiveness, drawing increased investment from European firms [5] Group 4: Modernization Practices - China is recognized as a leading example of ambitious modernization, with cities like Suzhou and Hangzhou integrating technology with urban planning [6] - The governance and development strategies employed by China have garnered international admiration, reflecting a growing confidence in its political and economic systems [6][7] - Reports indicate that China's governance effectiveness contributes to high public trust, which is essential for its continued development [7] Group 5: Global Contributions - China's active participation in global issues, such as climate change, has positioned it as a stabilizing force in a tumultuous world, with its initiatives receiving international acknowledgment [8][9] - The country has proposed several global governance initiatives aimed at addressing critical challenges, including poverty and conflict, thereby contributing to a more equitable international order [9] - China's approach to international relations emphasizes cooperation and dialogue, which is seen as vital for fostering a more stable global environment [9]

Group 1: Technological Innovation - China is increasingly recognized for its technological innovations, with international media highlighting advancements such as autonomous delivery trucks and drones, creating a perception of "living in tomorrow" [2] - The global innovation index ranking for China has improved from 34th in 2012 to 10th in 2025, reflecting the country's growing influence in technology [2] - China is now a dominant force in renewable energy technology and production, significantly impacting global markets and leading a major transition in this sector [2] Group 2: Economic Vitality - International institutions have raised their economic growth forecasts for China in 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [4] - Reports emphasize that China's economy remains robust, with strong production, trade, and investment growth, countering earlier pessimistic views [4] - The implementation of trade agreements and initiatives like the Regional Comprehensive Economic Partnership (RCEP) and the Belt and Road Initiative is enhancing China's economic engagement globally [5] Group 3: Modernization Practices - China is viewed as a leading example of ambitious modernization, with cities like Suzhou and Shenzhen integrating technology with urban planning [3] - The launch of the domestic large language model "DeepSeek" is seen as a catalyst for global investment in Chinese AI companies [3] - China's governance and development strategies are being recognized internationally, with a focus on confidence stemming from effective policy implementation [6][7] Group 4: Global Contributions - China is actively participating in global discussions on climate change, positioning itself as a stabilizing force amid global challenges [8] - The country is promoting a series of global initiatives aimed at addressing key international issues, contributing to a more equitable global order [9] - China's approach to international cooperation emphasizes collaboration and mutual benefit, which is gaining recognition as a significant contribution to global stability [9]

Core Insights - The report titled "Austria's Business Environment Survey for Chinese Enterprises 2024" highlights that 80% of surveyed Chinese companies view Austria's business environment positively, citing advantages such as strategic location, strong industrial foundation, and comprehensive policy support [1][12][55]. Group 1: Business Environment Overview - 80% of surveyed Chinese enterprises rated Austria's business environment as "good" [12]. - Key advantages include Austria's strategic location as a gateway to Central and Eastern Europe, a solid industrial base in high-end manufacturing and green technology, and favorable policies for foreign investment [1][2]. - The report indicates that nearly half of the surveyed companies expect to achieve profitability in 2024 and plan to expand their operations in Austria [2][12]. Group 2: Cooperation Opportunities - By the end of 2024, bilateral investments between China and Austria are projected to exceed $3.6 billion, with over 40 Chinese companies operating in Austria and more than 600 Austrian companies investing in China [2]. - Opportunities for cooperation are concentrated in three main areas: green economy, digital economy, and advanced manufacturing [2]. - The green economy sector is particularly promising due to Austria's 2040 carbon neutrality goal, which creates demand for hydrogen infrastructure and energy-efficient building renovations [2]. Group 3: Challenges Faced - The report identifies four main challenges: regulatory hurdles, high operational costs, labor shortages, and lengthy processes for business registration [2][3]. - Regulatory challenges include a lowered threshold for foreign investment approval in sensitive sectors and stringent environmental assessments that can take 6-9 months [2]. - High operational costs are exacerbated by an average monthly wage of €2,906 and significant social security contributions of 37.65% [2]. Group 4: Recommendations for Improvement - The report suggests four key actions for Chinese enterprises: prioritize entry strategies through mergers and acquisitions, enhance compliance management, optimize operational structures, and leverage official resources for local support [3]. - Companies are encouraged to familiarize themselves with local regulations to mitigate policy risks and utilize Austria's tax treaties to reduce costs [3]. Group 5: Future Outlook - Despite challenges, the overall sentiment remains optimistic, with 53.3% of surveyed companies expressing a positive outlook for Austria's future business environment [12][55]. - The report emphasizes the importance of addressing compliance, cost, and talent challenges to fully leverage Austria's strategic advantages for Chinese enterprises [3].

Core Insights - The "Green Industry Scene Promotion and Supply-Demand Matching Conference" was held in Beijing, aiming to support key core technologies and promote the application of green technologies in various sectors [1][2] - The "Green Technology Application Experimental Field" in Huqian Town was officially launched, focusing on low-carbon energy and building, as well as industrial and municipal facilities [1] - A partnership was formed between the Huqian Town government and Rockwell Automation to address carbon emission monitoring challenges in high-tech parks [1] Group 1 - The event is part of the 2025 Zhongguancun Forum series, designed to create a platform for technology application and supply-demand matching [1] - The experimental field will serve as a "green laboratory" to explore eight typical application scenarios, providing replicable and promotable practice samples for national green development [1] - The Beijing urban sub-center is accelerating the construction of a "6+4" green industry system to promote technology validation and application [1] Group 2 - Several scene demands from state-owned enterprises were presented, including high-safety hydrogen storage and flexible compression technologies [2] - Companies such as China Construction Hailong Technology Co., Ltd. and Beijing Hene Energy Technology Co., Ltd. showcased their green technology capabilities [2] - Seven enterprises expressed intentions to implement projects during the supply-demand matching session [2]

Core Insights - China has achieved a significant milestone by ranking 10th in the Global Innovation Index 2025, marking its first entry into the top ten globally and leading among middle-income economies, having risen 25 places since 2013 [2][3] - The report indicates a slowdown in global innovation activities, with expected R&D spending growth rates below 3% in 2024 and further declines anticipated in 2025, potentially reaching the lowest levels in over a decade [2] Group 1: Innovation Performance - China's innovation input ranking has improved to 19th, while its innovation output ranking is 5th globally, reflecting a more balanced innovation system and increased R&D investment [3] - In 2023, China's R&D spending grew by approximately 9%, with a continuous increase in the proportion of corporate R&D investment and an improving financing environment for private enterprises [3] Group 2: Intellectual Property and Brand Value - China has made significant progress in intellectual property, leading the world in design, utility model, and trademark applications for several consecutive years, particularly in the competitive electric vehicle sector [4] - The brand value of Chinese companies remains second globally in 2025, with a nearly 3% year-on-year increase, indicating that innovation has enhanced both technological strength and international competitiveness [4] Group 3: Regional Innovation Ecosystem - The Shenzhen-Hong Kong-Guangzhou innovation cluster has risen to the top globally, benefiting from a robust ecosystem that integrates high-level universities, research institutions, innovative enterprises, and venture capital [6] - This region showcases high-density innovation activities with rapid market conversion, serving as a model for other economies in fostering cross-regional collaboration and enhancing innovation efficiency [6] Group 4: Future Trends in Innovation - China is excelling in cutting-edge fields such as artificial intelligence, semiconductors, and green technology, maintaining a leading position in electric vehicle and renewable energy technology applications [6] - Despite a general slowdown in global venture capital, investments in artificial intelligence remain active, underscoring its role as a core driver of the next technological revolution [6]

Group 1 - China ranks 10th in the 2025 Global Innovation Index, marking its first entry into the top ten and leading among 36 upper-middle-income economies, having risen 25 places since 2013 [1] - In innovation output, China ranks 5th in 2025, up 2 places from 2024, while its innovation input ranks 19th, up 4 places [1] - China is the only middle-income economy in the top 30, with leading advantages in various fields, including being first in several intellectual property-related sub-indicators [1] Group 2 - Global innovation growth is slowing, with expected R&D spending growth of 2.9% in 2024, down from 4.4% in 2023, marking the lowest level since 2010 [2] - International patent applications are projected to grow by only 0.5% in 2024, significantly below the 2.5% average growth rate of the past decade [2] - China's R&D investment in 2024 is projected to exceed 3.6 trillion yuan, with basic research funding reaching 249.7 billion yuan and R&D intensity at 2.68%, surpassing the EU average [2] Group 3 - Chinese enterprises are driving innovation by shifting market resources towards the real economy and technological innovation, with 524 Chinese companies in the global top 2000 for industrial R&D spending, accounting for 26.2% of the total [3] - Notable companies like BYD, Dongfang Shenghong, Midea Group, and Tencent have seen significant increases in R&D investment, exceeding 10 percentage points [3] Group 4 - China's innovation achievements are significantly attributed to its advantageous position in emerging industries and a vast commercial application market, including sectors like robotics, electric vehicles, and high-speed rail [4] - The combination of proactive government policies and effective market mechanisms has accelerated technological and industrial innovation in China [4] - With ongoing technological accumulation and innovation acceleration, Chinese companies are expected to enhance industrial efficiency and achieve breakthroughs in various innovation metrics and technology fields [4]