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经典重温 | “十五五”:产业破局与重构 ——“十五五”规划研究系列之三(申万宏观·赵伟团队)
申万宏源宏观· 2025-09-25 16:03
文 | 赵伟、贾东旭、侯倩楠 联系人 | 贾东旭 摘要 近期,中央财经委会议、国务院第十五次专题学习等事关产业结构调整的会议密集召开,或为 "十五五" 规划先导。以往五年规划的产业调整路径是什么,"十 五五"规划又将如何推进?系统分析,供参考。 一、产业结构调整是我国五年规划的重要内容,"十五"至"十四五"均明确了详细的产业结构调整目标。 国民经济和社会发展五年规划为国民经济与社会发展的远景设定目标、指明方向,会针对经济、改革、社会发展等领域制定具体规划。 例如,"十三五"规划的 主要目标分为七个部分:经济、创新、发展协调性、民生、社会文明、生态环境、制度建设;"十四五"规划则将经济、创新与发展协调性的目标整合为"经济 发展取得新成效",并进一步强化了对改革与国家治理能力的重视。 从五年规划的目标设定与实施逻辑来看,产业结构调整不仅是规划的重要组成部分,更是实现核心目标的"关键手段"。 从"十五"计划到"十三五"规划,产业结 构调整均设有明确量化指标,如"十一五"和"十二五"规划分别要求提高服务业增加值占比3个和4个百分点;自"十三五"规划起,政策重心转向先进制造业发 展,到"十四五"规划时,更细化了研发经费 ...
从“小米SU7受调查被动召回”说开来……
Group 1 - Xiaomi announced a recall of 117,000 SU7 vehicles to enhance the reliability of its assisted driving features, following a defect investigation initiated by the State Administration for Market Regulation [2] - The recall is categorized as a safety defect and is not a voluntary action by Xiaomi, indicating a response to regulatory scrutiny [2] - The automotive recall landscape has seen increased attention this year, particularly in the assisted driving sector, with notable cases from Tesla and Xiaomi highlighting safety concerns in extreme scenarios [2][7] Group 2 - In the first half of the year, China conducted 87 automotive recalls affecting 5.2806 million vehicles, showing a decrease in recall frequency but an increase in the number of vehicles recalled by over one million [3] - Traditional fuel vehicles accounted for 56 recalls involving 3.7516 million units, while new energy vehicles had 48 recalls affecting 1.529 million units, indicating a shift in recall dynamics [4] - Steering system defects were the most common cause of recalls, affecting 2.2403 million vehicles, emphasizing the need for improved quality control in this area [4] Group 3 - The recall data indicates that joint venture brands are the primary contributors to recalls, while domestic brands have seen a significant decline in both the number and frequency of recalls [5] - The rise in recalls for new energy vehicles is attributed to software and electronic architecture issues rather than mechanical failures, with assisted driving function failures being a significant concern [7][8] - Over 1 million new energy vehicles were recalled in the first half of 2023, with recalls related to assisted driving systems becoming a focal point for the industry [7] Group 4 - Over-the-air (OTA) updates have emerged as a new mainstream method for implementing recalls, with 5 OTA recall events affecting 1.6675 million vehicles reported in 2025 [10][11] - Recent policies aim to strengthen the management of automotive product quality and safety, emphasizing the importance of thorough testing and validation of OTA updates [12][13] - The automotive recall system is designed to enhance consumer trust and safety by ensuring manufacturers can quickly identify and rectify product defects [13][14]
安徽为什么行?
还有更多的产品、更多的数字,都在讲述安徽"十四五"以来的蜕变故事。我们不禁追问:在短时间内, 从人们印象中的传统农业大省到"全国工业大省",安徽为什么行? 凭借的是敢为天下先的勇气,这也是安徽在蜕变之路上展露出来最鲜明的气质。 ■记者观察 ◎胡尧 记者 林超 初秋,安徽合肥,已有些许凉意,但制造业的热度可谓"滚烫"。 为期4天的2025世界制造业大会在这里刚刚闭幕,初步摸排签约项目932个、总投资4246亿元。 继今年8月成功组织优强企业考察团安徽行一个多月后,上海证券报社再次组织80多家上市公司、优强 企业和金融投资机构赴皖,参加2025世界制造业大会,并赴淮南市考察调研。 跟随优强企业考察团的脚步,透过世界制造业大会的窗口,记者得以更近距离地观察安徽制造业,感受 到的是喜人的安徽成果、惊人的安徽速度。 在世界制造业大会展馆一隅,记者看到送餐机器人手端咖啡稳稳驶出,机械臂拨弄着电音吉他……如 今,全国约8%的工业机器人产自安徽。 在智能网联新能源汽车展区,江淮、奇瑞、蔚来、大众安徽等公司的新能源汽车一字排开……今年上半 年,安徽省汽车产量、新能源汽车产量、汽车出口量均居全国首位。 2025世界制造业大会如期 ...
记者观察 | 安徽为什么行?
初秋,安徽合肥,已有些许凉意,但制造业的热度可谓"滚烫"。 跟随优强企业考察团的脚步,透过世界制造业大会的窗口,记者得以更近距离地观察安徽制造业,感受 到的是喜人的安徽成果、惊人的安徽速度。 在世界制造业大会展馆一隅,记者看到送餐机器人手端咖啡稳稳驶出,机械臂拨弄着电音吉他……如 今,全国约8%的工业机器人产自安徽。 在智能网联新能源汽车展区,江淮、奇瑞、蔚来、大众安徽等公司的新能源汽车一字排开……今年上半 年,安徽省汽车产量、新能源汽车产量、汽车出口量均居全国首位。 凭借的是对科技创新的坚持,这也是安徽在赶超之路上最强劲的动力源。 为期4天的2025世界制造业大会在这里刚刚闭幕,初步摸排签约项目932个、总投资4246亿元。 通过大力实施产业基础再造工程和重大技术装备攻关工程,组织开展以"揭榜挂帅"机制为主的关键共性 技术攻关,在全国率先整合出台"三首"政策……一项项支持创新的政策为安徽制造业快速发展提供了澎 湃动力,"创新之城"的印象已植根于坊间市民的心头。 继今年8月成功组织优强企业考察团安徽行一个多月后,上海证券报社再次组织80多家上市公司、优强 企业和金融投资机构赴皖,参加2025世界制造业大会,并 ...
重庆璧山集中签约32个招商引资项目,总投资145.3亿元
Zhong Guo Xin Wen Wang· 2025-09-24 00:35
资讯编辑:罗莹 021-26093550 资讯监督:乐卫扬 021-26093827 资讯投诉:陈跃进 021-26093100 9月23日,重庆市璧山区举行招商引资项目集中签约活动暨产业创新综合体集群培育启动大会,现场集 中签约项目32个,总投资达145.3亿元,涵盖智能网联新能源汽车、新一代电子信息制造、智能装备、 生物医药、现代物流等领域,并同步启动多个产业创新综合体共建合作。 ...
小米大规模召回,是什么信号
虎嗅APP· 2025-09-20 02:56
Core Viewpoint - The article discusses Xiaomi's recall of 116,900 units of the SU7 standard version, highlighting the implications of this recall in the context of industry trends towards OTA (Over-The-Air) updates being treated as recalls [2][5][6]. Group 1: Recall Details - The recall involves all SU7 standard version vehicles, accounting for 34.4% of total sales since launch [6]. - The reason for the recall is not a clear defect but rather a potential risk associated with the L2 highway navigation assistance feature under certain extreme conditions [6][9]. - The resolution for the recall is an OTA software upgrade, which can be completed without visiting a service center, requiring only the vehicle to be in a parked state [6][9]. Group 2: Industry Trends - The recall is seen as a response to regulatory pressures following a previous incident involving Xiaomi's autonomous driving technology, indicating a shift in how OTA updates are perceived and managed [9][11]. - New regulations are being proposed to strictly manage OTA upgrades, requiring companies to report and register such updates, which may lead to all OTA updates being classified as recalls in the future [11][12]. - The introduction of mandatory national standards for L2-level driving assistance is anticipated, which will impose stricter requirements on vehicle manufacturers regarding safety and testing [14][15]. Group 3: Future Implications - The article suggests that the trend of treating OTA updates as recalls will lead to increased scrutiny and caution among manufacturers, potentially affecting the frequency and nature of OTA updates [17][18]. - As the industry moves towards more standardized practices, companies will need to invest more in technology safety, user education, and data management [17][20].
2024年重庆市数字产业完成业务收入9910.2亿元 同比增长6.1%
Zhong Guo Xin Wen Wang· 2025-09-19 16:38
Core Insights - Chongqing's digital industry is projected to achieve a business revenue of 991.02 billion yuan in 2024, marking a year-on-year growth of 6.1%, which is 0.6 percentage points higher than the national average [1] - The integration of the real economy and digital economy is emphasized as a strategic move to seize opportunities from the new technological revolution and industrial transformation [1] Group 1: Digital Transformation and Infrastructure - Chongqing is advancing its industrial digital transformation, with the national top-level node for industrial internet identification covering 10 provinces in the west, processing over 42.6 billion identification codes and connecting 40,000 enterprises [2] - The city has established 1,231 digital workshops, 211 smart factories, and 10 future factories, leading the western region in the construction of 22 national-level excellent smart factories [2] Group 2: Industry Competitiveness and Growth - The smart connected new energy vehicle industry in Chongqing has seen a production increase of 26.8% year-on-year, with 586,000 vehicles produced from January to July this year [3] - The new generation of electronic information manufacturing continues to upgrade, with Chongqing maintaining the world's highest production of laptops for 11 consecutive years, and AI computer production reaching 4.057 million units with a penetration rate of 12.8% [3] - The software and information service industry in Chongqing achieved a main business revenue of 269.01 billion yuan from January to July, reflecting a year-on-year growth of 19.4%, ranking eighth nationally [3]
天津武清:京津产业新城发展提速 “一核多点”产业格局显现
Zhong Guo Xin Wen Wang· 2025-09-17 13:27
Core Insights - The Tianjin government is focusing on high-quality completion of the "14th Five-Year Plan," with significant developments in the Wuqing District's integration into the Beijing-Tianjin-Hebei collaborative development [1] Group 1: Economic Performance - The Wuqing District's "one core, multiple points" industrial development framework has led to a general public budget revenue of 2.437 billion yuan, a year-on-year increase of 15.74% [3] - The total industrial output value for the first seven months of 2025 reached 60.577 billion yuan, growing by 9.83% [3] - Retail sales in the above-designated size reached 88.175 billion yuan, marking an 18.17% increase [3] Group 2: Project Development - Since 2024, a total of 1,849 projects have been established in Wuqing, including 402 projects from Beijing [3] - Key projects include the transformation of the Precision Medical Technology Industrial Park and the ongoing construction of the Financial Business District [4] Group 3: Innovation and Collaboration - Wuqing is building an ecosystem for technology transfer and innovation, with initiatives like the establishment of a national key laboratory and partnerships with universities [4] - The Tianjin Computing Power Trading Center has been launched, providing a one-stop service for enterprises and research institutions [4] Group 4: Future Plans - The district aims to deepen integration into the Beijing-Tianjin-Hebei technology collaborative industrial cooperation and accelerate the development of intelligent technology and biomedicine industry clusters [4]
统一代码关联2亿主体 成消费生态质量信用基石
Xin Hua Cai Jing· 2025-09-17 07:06
新华财经南京9月17日电(杨扬、于青)16日,由国家市场监督管理总局质量发展局主办,国家市场监 督管理总局缺陷产品召回技术中心、全国组织机构统一社会信用代码数据服务中心等承办的中国质量 (南京)大会"推动质量治理现代化,助力提振消费信心"专题会议在南京举行。全国组织机构统一社会 信用代码数据服务中心(以下简称"代码中心")副主任田昭莹围绕"统一代码服务质量信用协同发展新 格局"主题作报告。 (文章来源:新华财经) 据介绍,在国家市场监督管理总局质量发展局的指导下,代码中心联合北京大学信用中心、中国汽研政 研咨询中心、新华社中国经济信息社等机构,正在开展智能网联新能源汽车产业"质量、信用、品牌"协 同机制研究。基于智能网联新能源汽车产业实践,研究提出了"质量信用品牌"的共生关系,即:市场效 率由信用记录、质量水平和品牌强度三者共同决定,三者具有催化、驱动和反哺机制。该研究不仅解读 了中国智能网联新能源汽车产业的崛起逻辑,也为产业突破瓶颈、实现高质量跃迁、提振消费信心提供 理论支撑和实践范式。 据了解,代码中心已构建覆盖超2亿组织机构的大数据资源平台,推动数据从"身份标识"向"信用基 石"转型,目前统一代码已广泛 ...
北京绿色发展论坛将于9月22日开幕 涵盖19场专项活动
Zhong Guo Xin Wen Wang· 2025-09-17 03:34
Group 1 - The Beijing Green Development Forum will be held from September 22 to 24, featuring a total of 19 specialized activities, including a green industry expo, five green development salons, and 13 parallel forums [1] - The forum aims to serve as a platform for major policy and achievement releases related to green development, promote green technology transformation, and enhance international cooperation in green initiatives [1][2] - The green industry expo will showcase 78 outstanding enterprises across seven strategic green industry sectors, including advanced energy, synthetic biology manufacturing, and green finance [2] Group 2 - Thirteen parallel forums will take place at various venues, focusing on low-carbon pathways, regional governance experiences, and innovative water treatment technologies, along with the release of significant reports and frameworks [3] - The forum will announce major achievements in building Beijing as an international green economy benchmark city, including the establishment of green industry clusters and the promotion of green technology innovation [3][4] - The event will also unveil the "Beijing Green Economy Development Blue Book (2025)," which aims to provide actionable policy recommendations for global mega-city green transitions [4]