Quantum Technology - The report highlights the release of the world's first 3D-extended architecture 10,000-qubit quantum processor VIO-40K by QuantWare, which aims to overcome the scaling bottleneck of quantum processors and is compatible with NVIDIA's NVQLink platform [3][7][8] - The 2025 Zhongguancun Quantum Conference announced 16 quantum technology achievements and a 500 million yuan investment fund to support quantum entrepreneurship, showcasing advancements in quantum computing and applications in energy [3][13][14] Biomanufacturing - Levinthal Biotech completed a multi-million Pre-A round financing to accelerate the development of its AI-driven full-atom model protein design platform Pallatom, which addresses the design challenges of cyclic peptides [3][15][16] - Aopu Mai's acquisition of 100% of Pengli Biotechnology was approved, enhancing its capabilities in cell culture media and CDMO services, thereby expanding its market position [3][20][21] - Baiaosaitu has established a dual-platform listing strategy with its recent listing on the STAR Market, focusing on innovative drug development driven by gene editing technology [3][23][24] Hydrogen Energy and Nuclear Fusion - The report notes the deepening international cooperation in nuclear fusion, with a Chinese expert set to chair the ITPA Coordination Committee from 2026 to 2028, and the signing of a contract for the mass production of the ITER first wall [3][28][29] - Snowman Group's metal plate fuel cell stack project has passed final acceptance, marking a significant step in the commercialization of hydrogen energy technology [3][30][31] Brain-Computer Interface - Neuralink has demonstrated a significant efficiency breakthrough with its new surgical robot, reducing the electrode implantation time from 17 seconds to 1.5 seconds, showcasing advancements in surgical precision and safety [3][34][46] - The report emphasizes the competitive landscape, with the U.S. leading in invasive technologies while China excels in non-invasive applications, highlighting the ongoing developments in both sectors [3][48][49] Embodied Intelligence - Beijing Humanoid Robotics has launched the first fully autonomous humanoid robot tour guide solution, integrating IoT capabilities for various applications in exhibition halls and shopping malls [3][50][51] - The Shanghai humanoid robot pilot alliance was established to enhance the supply chain for humanoid robots, indicating a collaborative effort to scale the industry [3][53][54] - Yushu Technology has introduced a humanoid robot App Store, allowing users to upload and share action models, further promoting the commercialization of humanoid robotics [3][55]

多地抢占未来产业新赛道 编者按 谁能抢到未来产业的发展先机，谁就能在未来赢得战略高地。党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划 的建议》提出，前瞻布局未来产业，探索多元技术路线、典型应用场景、可行商业模式、市场监管规则，推动量子科技、生物制造、氢能和核聚变能、脑 机接口、具身智能、第六代移动通信等成为新的经济增长点。中国经济时报记者日前深入广东、四川、湖北等地实地探访，聚焦各地在未来产业领域的实 践路径、前瞻布局，解析潜在挑战、发展机遇与长远前景。 ■ 中国经济时报记者 张李源清 在数字经济浪潮与大国科技博弈交织的今天，量子科技正从实验室的"深闺"快步走向产业应用的"前台"。在这场关乎未来技术主导权的全球竞赛中，粤港 澳大湾区以其独特的"湾区模式"加速崛起，在国家量子蓝图中镌刻下鲜明的"广东印记"。 在这里，一个集前沿研究、技术攻关、产业转化、金融赋能于一体的量子创新生态体系正在加速形成。 01 从"实验室"到"产业链"的广东速度 广东的量子棋局，始于清晰坚定的战略布局。 2020年，广东提出要打造世界一流的国际量子信息技术创新平台和我国量子信息产业南方基地；2023年 ...

Quantum Technology - China has established the world's largest quantum communication network, comprising 8 core sites and 159 access stations [4] - The third-generation superconducting quantum computer "Benyuan Wukong" is set to officially operate in January 2024, with over 80% domestic components [9] - "Benyuan Wukong" has been accessed over 37 million times by users from 163 countries, completing 740,000 quantum computing tasks across various fields [11] Biological Manufacturing - Biological manufacturing combines traditional fermentation and synthetic biology, opening new industrial spaces [12] - China holds over 70% of global biological fermentation capacity, leading in the production of amino acids and organic acids [12] - Challenges include the need for core strains and key enzymes, as well as the development of a robust biological information database [13] Nuclear Fusion Energy - Controlled nuclear fusion, known as "artificial sun," is advancing with significant breakthroughs in technology [14][15] - The "China Circulation No. 3" has achieved record ion and electron temperatures of 120 million and 160 million degrees Celsius, respectively [15] - By 2027, "China Circulation No. 3" is expected to conduct burning plasma experiments, moving towards commercial fusion power generation by mid-century [15] Brain-Computer Interface - Brain-computer interface technology is expanding into various fields, including medical rehabilitation and consumer electronics [17][18] - The industry is supported by a collaborative ecosystem involving research, industry, and policy frameworks [18] - Key focus areas include core technology development, innovation ecosystem enhancement, and ethical regulatory frameworks [18] Humanoid Robotics - Humanoid robots are evolving rapidly, with advancements in joint modules and motion control [19][20] - The Shenzhen area is developing a "embodied intelligence port," fostering a complete industrial chain from R&D to application [20] - The local government has introduced action plans to promote technological innovation and industry development in humanoid robotics [20] 6G Technology - 6G technology aims to enhance connectivity and integrate various technologies, supporting the development of a smart society [21][22] - It is expected to achieve 10 to 100 times the speed and reliability of 5G, covering all domains of connectivity [21] - China is advancing in 6G research and aims for commercial implementation by 2030 [22]

Core Insights - The article discusses the development of future industries in China, focusing on quantum technology, biomanufacturing, nuclear fusion energy, brain-computer interfaces, and embodied intelligence as key growth areas for high-quality development [10][15][18]. Quantum Technology - The "Quantum Avenue" in Hefei is home to numerous tech companies, creating a complete ecosystem for quantum computing, communication, and measurement [11]. - The third-generation superconducting quantum computer "Benyuan Wukong" is set to officially operate in January 2024, with over 80% of its components domestically produced [11]. - "Benyuan Wukong" has been accessed over 37 million times by users from 163 countries, completing 740,000 quantum computing tasks across various fields [12]. Biomanufacturing - Biomanufacturing combines traditional fermentation and synthetic biology, enabling customized production of medical products and sustainable materials [13]. - China holds a significant advantage in biomanufacturing, accounting for over 70% of global fermentation capacity and leading in the production of amino acids and organic acids [13]. - Challenges include the need for core strains and key enzymes, which require improved biological information databases and design tools [14]. Nuclear Fusion Energy - China is making significant strides in nuclear fusion research, with the "China Circulation No. 3" achieving record temperatures of 120 million degrees Celsius for ions and 160 million degrees Celsius for electrons [16]. - The establishment of the first International Atomic Energy Agency fusion research and training center in China marks a shift from participant to key player in global fusion energy development [16]. Brain-Computer Interfaces - Brain-computer interface technology is rapidly expanding into various fields, particularly in healthcare for rehabilitation and assistive technologies [18]. - China is developing a robust ecosystem for brain-computer interfaces, with significant advancements in clinical applications and policy support aimed at creating a competitive industry by 2030 [19]. Embodied Intelligence - The development of humanoid robots is advancing, with companies focusing on high-performance hardware and software to enhance capabilities in various applications [20]. - Shenzhen is emerging as a hub for embodied intelligence, with a complete industrial chain supporting technology development and market application [21]. 6G Technology - 6G technology aims to integrate communication, sensing, advanced computing, and AI, significantly enhancing connectivity and supporting the digital transformation of society and industries [22]. - China is leading in 6G research and is expected to achieve commercial deployment by 2030, with ongoing efforts in technology validation and ecosystem development [23].

Monetary Policy and Economic Outlook - The People's Bank of China released the monetary policy execution report for Q3 2025, indicating that the domestic economic recovery needs further consolidation. The central bank plans to deepen financial reforms and enhance high-level opening-up, aiming to build a robust monetary policy system and a comprehensive macro-prudential management framework [1][2]. Manufacturing and Infrastructure Development - The Ministry of Industry and Information Technology issued a notice to accelerate the systematic layout and high-level construction of manufacturing pilot platforms, targeting the establishment of a modern pilot platform system by the end of 2027 [1][3]. - The National Development and Reform Commission announced that the infrastructure real estate investment trusts (REITs) will enter a normalized issuance phase in 2024, with 105 projects recommended to the China Securities Regulatory Commission, totaling 207 billion yuan in funds, expected to drive over 1 trillion yuan in new project investments [3]. New Energy Vehicle Industry - The Chinese automotive industry reported record growth in the new energy vehicle sector, with October 2025 seeing monthly new car sales of new energy vehicles surpassing 50% of total new car sales for the first time [1][3]. Chemical Industry Insights - Seven chemical-themed funds have been reported since Q3, with a focus on the chemical sector's supply-side changes, including stricter approvals for new capacities. The industry is expected to see a recovery in profitability and valuation [11]. Battery and Renewable Energy Sector - The 12th China (Suzhou) Battery New Energy Industry International Summit highlighted China's competitive advantage in the lithium battery sector, with over 90% of global shipments in energy storage lithium batteries. Future demand for lithium batteries is expected to grow, particularly in energy storage applications [7]. Pharmaceutical Logistics Development - Shanghai's new guidelines aim to enhance the development of modern pharmaceutical logistics, promoting the establishment of a high-efficiency and professional logistics system to ensure drug supply and quality [6].

Quantum Computing - John M. Martinis, the 2023 Nobel Prize winner in Physics, announced the formation of the Quantum Scaling Alliance with several chip companies to develop practical, mass-producible quantum supercomputers [1] - The alliance aims to implement a blueprint for scaling quantum computers, building on previous collaborations that achieved quantum supremacy [1][2] - Quantum computing is seen as a disruptive technology that can address the limitations of traditional computing, positioning it as a strategic focus in global tech competition [2] Power Equipment - Digital Realty and Stack Infrastructure's data center projects in Santa Clara, California, are at risk of remaining idle for years due to local power supply issues [3] - The power crisis in the U.S. highlights the strategic importance of electricity in the AI era, creating significant opportunities for Chinese power equipment manufacturers [3] - By 2025, China's exports of high-power transformers to the U.S. are expected to increase by 67%, with 80% directed towards AI data centers, indicating a growing market exceeding $100 billion [3] Biopharmaceuticals - Researchers discovered a promising antibiotic during the production process of a common drug, which is effective against "superbugs" resistant to multiple antibiotics [4] - The intermediate compound, pre-penicillin C lactone, shows over 100 times higher antibacterial activity than the original antibiotic, providing a new avenue for combating antibiotic resistance [4] 6G Technology - The 2025 6G Development Conference will be held in Beijing, focusing on establishing global unified standards for 6G technology [5] - The conference aims to gather experts to discuss future applications, system technology, and standardization for 6G, emphasizing the importance of standards in driving industry growth [5] Pharmaceutical Logistics - Shanghai's drug regulatory authority issued guidelines to enhance the development of modern pharmaceutical logistics, aiming for a more efficient and standardized system [6] - The guidelines encourage the adoption of advanced logistics systems to improve drug quality and reduce operational costs, indicating a positive trend in the pharmaceutical distribution sector [6] Lithium Batteries - The 12th China (Suzhou) Battery New Energy Industry International Summit Forum was held to address industry development challenges and promote high-quality growth [7] - China's lithium battery industry holds a significant global competitive advantage, with over 90% of global shipments in energy storage batteries, indicating strong future demand [7] Robotics - Tesla is preparing to expand its Texas Gigafactory to produce its humanoid robot, Optimus, with a projected annual capacity of 10 million units [8] - The company has already established a pilot production line in Fremont, California, with plans to significantly increase production capabilities in Texas [8] Beidou Navigation - China Mobile announced an upgrade to its Beidou messaging service, adding multimedia capabilities for communication in extreme environments [9] - The upgrade enhances communication efficiency and user experience, marking a significant advancement in Beidou's capabilities [9]

Core Viewpoint - Beijing aims to promote the development of the 6G industry through various aspects including application ecology, core technology, and industrial layout [1] Group 1: Application Ecology - Beijing will cultivate application ecology focused on business scenarios, leveraging advantages in integrated communication to develop typical applications such as holographic communication and autonomous driving [1] - The strategy emphasizes driving industrial development from the application end and promoting deep integration of technology with vertical industries [1] Group 2: Core Technology Development - The city will systematically promote research and development of key core technologies, focusing on critical areas such as sensing, intelligent computing, and integrated communication technology [1] - Efforts will be made to overcome technical barriers in core communication equipment development, including next-generation base stations, satellite communication terminals, and high-speed transmission modules [1] - The goal is to enhance equipment performance and stability, driving application upgrades in industries like holographic communication, autonomous driving, and smart wearables [1] Group 3: Industrial Layout Optimization - Beijing plans to create innovative outcomes around technology industry breakthroughs, results transfer and transformation, local characteristic industry layout, and the construction of a 6G innovation ecosystem [1] - The establishment of a communication and collaboration platform among upstream and downstream enterprises in the 6G industrial chain is intended to explore the potential of key enterprises in the core industrial chain [1] - The initiative aims to promote a "leading goose effect" by coordinating 6G innovation resources across the city [1]

Core Insights - The 20th Central Committee's Fourth Plenary Session approved the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development," emphasizing the exploration of diverse technological routes and business models to drive economic growth through future industries such as quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, embodied intelligence, and 6G mobile communication [1][2] Group 1: Future Industries and Economic Growth - Future industries are seen as crucial for reshaping China's economic landscape and enhancing its innovation capabilities, with a focus on building a modern industrial system and strengthening the real economy [2][3] - The "three new" economy's contribution to GDP is projected to exceed 18% in 2024, with significant breakthroughs in biomanufacturing and quantum technology indicating strong growth potential for future industries [2] Group 2: Policy and Urban Development - The growth of future industries is supported by policies and urban planning, with the Ministry of Industry and Information Technology proposing mechanisms for investment growth in sectors like brain-computer interfaces and quantum information [4] - Local governments are actively implementing policies to foster future industries, with cities like Beijing, Shanghai, and Guangzhou developing tailored strategies to leverage their unique advantages [4] Group 3: Technological Advancements and Education - Breakthroughs in 6G technology, such as the establishment of the world's first 6G test network, highlight China's leading position in future communication technologies [5] - The development of future industries is transforming the "industry-university-research" model, with universities adjusting their research focus to align with emerging technologies like brain-computer interfaces [6][7] - The demand for interdisciplinary talent that combines technical skills with social understanding is increasing, reflecting the broader impact of future industries on education and daily life [7]

Core Viewpoint - The recently released "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development" lays the foundation for China's development from 2026 to 2030, highlighting the importance of a modern industrial system and the solidification of the real economy [1][2]. Modern Industrial System Framework - The plan emphasizes building a modern industrial system as a primary strategic task, focusing on the real economy's critical role in development [2]. - Four major tasks are outlined: optimizing traditional industries, nurturing emerging and future industries, promoting high-quality service sector development, and constructing a modern infrastructure system [2]. Key Areas of the 15th Five-Year Plan - Traditional industries such as mining, metallurgy, and chemicals will undergo quality upgrades, with an estimated market space of around 10 trillion yuan [3]. - Emerging industries will be supported through innovation projects and large-scale applications of new technologies [3]. - Future industries like quantum technology, biotechnology, and nuclear fusion are highlighted for their potential to drive economic growth [9]. Four Major Emerging Pillar Industries - The plan identifies four strategic emerging industries: new energy, new materials, aerospace, and low-altitude economy, which are expected to significantly contribute to the economy in the next five years [2][4]. New Energy - China has established the world's largest and fastest-growing renewable energy system, with wind and solar power capacities leading globally [4]. - The new energy sector is projected to maintain rapid growth, becoming a key economic driver under the "dual carbon" goals [4]. New Materials - The new materials industry supports the development of other emerging sectors and has made significant progress in areas like semiconductor materials and carbon fiber [5][6]. - The focus is on achieving breakthroughs in high-end materials to meet advanced manufacturing needs [6]. Aerospace - The plan emphasizes the role of commercial aerospace, with significant achievements in manned spaceflight and satellite technology [7]. - The commercial aerospace sector is expected to enter a rapid growth phase, driven by national support and market demand [7]. Low-Altitude Economy - The low-altitude economy is recognized as a strategic emerging industry, with rapid development in the drone sector [8]. - This sector is anticipated to become a new growth engine, with applications in logistics and urban air transport [8]. Six Major Future Industries - The plan highlights future industries such as quantum technology, biotechnology, hydrogen energy, brain-computer interfaces, embodied intelligence, and 6G technology, which are expected to foster long-term growth [9]. Quantum Technology - Quantum technology is prioritized for its strategic value, with China leading in quantum communication and making strides in quantum computing [10]. - The sector is expected to transition from research to industrial application, forming new high-tech clusters [10]. Biotechnology - The biotechnology sector is experiencing rapid growth, with innovations in biobased materials and pharmaceuticals [11]. - It is projected to significantly expand by 2030, contributing to a green economy [11]. Hydrogen and Nuclear Fusion Energy - Hydrogen energy is recognized as a key clean energy source, with ongoing advancements in fuel cell technology [13]. - The nuclear fusion sector is still in the experimental stage but is expected to achieve breakthroughs during the 15th Five-Year Plan [13]. Brain-Computer Interfaces - Research in brain-computer interfaces is advancing, with applications in medical rehabilitation [14]. - The technology is expected to progress from experimental to clinical use, driving new technological developments [14]. Embodied Intelligence - The embodied intelligence sector is growing, with significant advancements in robotics and autonomous driving [15]. - This industry is expected to see rapid growth, becoming a crucial driver of manufacturing and digital economy development [15]. Sixth Generation Mobile Communication - 6G technology is anticipated to surpass 5G in speed and connectivity, with global competition underway [16]. - The 15th Five-Year Plan period is critical for establishing a competitive edge in 6G technology, which will support future digital economic innovations [16].

Core Viewpoint - The article emphasizes the importance of emerging industries such as quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, and embodied intelligence as new economic growth points in China's future development strategy [3][4]. Quantum Technology - Quantum technology is identified as a core area of the new technological revolution, with Hefei, Beijing, and Shanghai forming the "first tier" in terms of enterprise and patent applications [6][7]. - Hefei leads the domestic quantum industry, ranking second globally after San Francisco, with 93 quantum enterprises and over 2000 related patents [7]. - Beijing focuses on foundational technology breakthroughs, leveraging its dense research resources, and aims to build a trillion-yuan industry cluster by 2030 [7][8]. - Shanghai is concentrating on neutral atom quantum computing and has established key laboratories to drive innovation [8]. Biomanufacturing - Shanghai, Beijing, Shenzhen, and Tianjin are the top four cities in biomanufacturing competitiveness, with Shanghai's industry scale expected to exceed 1 trillion yuan by 2025 [10][11]. - Shenzhen has established a national biomanufacturing innovation center and is a hub for new enterprises in synthetic biology [11]. - Tianjin is leveraging its chemical industry base to develop biomanufacturing projects, attracting multinational companies [11]. Hydrogen and Nuclear Fusion Energy - Hydrogen and nuclear fusion energy are highlighted as clean energy "dual engines," with Beijing and Shanghai leading in technology and infrastructure development [12][13]. - Beijing plans to have 1,200 hydrogen fuel cell buses and 35 hydrogen stations by 2025, while Shanghai aims for its hydrogen industry to reach international leading levels by 2035 [13]. - Hefei is making significant advancements in nuclear fusion technology, participating in key international projects [14]. Brain-Computer Interfaces - The brain-computer interface (BCI) market in China is projected to grow from 3.2 billion yuan in 2024 to 5.58 billion yuan by 2027, with Shanghai, Beijing, and Shenzhen as the leading cities [15][16]. - Shanghai is developing a comprehensive BCI ecosystem and has launched the first BCI industrial cluster [16]. - Beijing is focusing on non-invasive BCI technologies, while Shenzhen is applying BCI in various fields, including education and gaming [17]. Embodied Intelligence - Embodied intelligence, represented by humanoid robots, sees Beijing, Shenzhen, Shanghai, and Hangzhou as the leading cities in technology and industry [18][19]. - Beijing aims to achieve significant technological breakthroughs and establish a robust industrial cluster by 2027 [19]. - Shenzhen is the manufacturing hub for humanoid robots, with a goal to support over 1,200 related enterprises by 2027 [19][20]. - Shanghai is working on a complete ecosystem for robotics, targeting a core industry scale of over 50 billion yuan by 2027 [20]. 6G Technology - 6G technology is being developed with Beijing as a core hub for standard-setting and innovation, aiming to create a testing environment by 2026 [21][22]. - Shenzhen is integrating 6G with AI and plans to establish a low-altitude economy demonstration zone [21][22]. - Nanjing is focusing on terahertz communication breakthroughs and aims for a 300 billion yuan industry value within five years [22][23].