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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
Core Insights - The article discusses the importance of industrial structure adjustment in China's 14th and upcoming 15th Five-Year Plans, emphasizing the shift from focusing on the ratio of the three industries to prioritizing technological innovation and R&D investment [3][5][28]. Group 1: Industrial Structure Adjustment in Five-Year Plans - Industrial structure adjustment is a crucial component of China's Five-Year Plans, serving as a key means to achieve core objectives [3][16]. - The focus of industrial structure adjustment has evolved from the ratio of the three industries to a greater emphasis on technological innovation and R&D investment [5][28]. - The 14th Five-Year Plan has introduced specific targets for R&D expenditure and digital economy core industries, reflecting a shift towards more refined and precise planning [5][28]. Group 2: Trends in Industrial Structure Adjustment - The direction of industrial structure adjustment has transitioned from emphasizing the three industries' ratios to focusing on technological innovation [5][28]. - The importance of the service sector has increased, with a notable shift from finance and real estate to information technology and production services [6][47]. - The 15th Five-Year Plan is expected to continue supporting technological innovation and address issues such as supply-demand mismatches and "involution" in the manufacturing sector [7][8][22]. Group 3: Key Areas of Focus in the 15th Five-Year Plan - The 15th Five-Year Plan is likely to prioritize emerging industries such as artificial intelligence, marine economy, and commercial aerospace [7][22]. - There is an anticipated increase in the emphasis on service industry development, particularly in enhancing service consumption and trade [8][26]. - The plan may also focus on improving the quality and efficiency of service industries, aligning with the broader economic development goals [8][49].
携手推动全球工业创新发展 “工业新质,智造无界”:第二十五届工博会开幕
Jie Fang Ri Bao· 2025-09-24 02:04
开幕式上,工业和信息化部联合国家发展改革委共同发布《工业园区高质量发展指引》,上海发布 了"上海市中试示范平台",开幕式还颁发了1项CIIF特别大奖和10项CIIF奖。开幕式期间同步举办新型 工业化主旨论坛,中国科学院院士朱美芳、巴西科学院院士罗米多·托莱多、华勤技术股份有限公司董 事长邱文生、珠海格力电器股份公司董事长董明珠分别发言。 上海市政协副主席钱锋,中国宝武钢铁集团有限公司党委书记、董事长胡望明出席开幕式。 记者 吴頔 以"工业新质,智造无界"为主题的第二十五届中国国际工业博览会昨天上午在国家会展中心(上 海)开幕。工业和信息化部党组书记、部长李乐成,上海市委副书记、市长龚正出席开幕式并致辞。 李乐成在致辞中说,"十四五"以来,在以习近平同志为核心的党中央坚强领导下,我国推进新型工 业化取得历史性成就。工业是发展新质生产力的主战场、主阵地,工业和信息化部将牢牢锚定实现新型 工业化这个关键任务,加快建设以先进制造业为骨干的现代化产业体系,提升产业科技创新体系整体效 能,加力推进传统产业焕新升级,培育壮大新兴和未来产业,全面构建互利共赢产业生态,不断筑牢中 国式现代化的物质技术基础。 龚正说,工博会已成 ...
工信部:实施培育新兴产业打造新动能行动 开辟脑机接口、元宇宙、量子信息等新赛道
智通财经网· 2025-09-23 11:40
李乐成表示,"十五五"时期,工业和信息化部将贯彻落实党中央、国务院决策部署,牢牢锚定实现新型 工业化这个关键任务,以推动高质量发展为主题,以发展新质生产力为重点,以推动科技创新和产业创 新深度融合为关键路径,以改革创新为根本动力,加快建设以先进制造业为骨干的现代化产业体系。一 是大力提升产业科技创新体系整体效能。强化企业科技创新主体地位,完善国家制造业创新中心建设布 局,建立健全中试平台梯次培育体系,大力发展科技服务业,打造世界领先科技产业园区。二是加力推 进传统产业焕新升级。深入实施制造业技术改造升级工程,强化标准引领、质量提升、品牌建设和数智 化、绿色化改造,大力发展智能制造、绿色制造、服务型制造。三是培育壮大新兴和未来产业。实施培 育新兴产业打造新动能行动,加快打造一批新兴支柱产业。建立未来产业投入增长机制,开辟脑机接 口、元宇宙、量子信息等新赛道。四是全面构建互利共赢产业生态。强化重点外资项目服务保障,深化 国际产业合作,共同构筑安全稳定、畅通高效、开放包容、互利共赢的全球产业链供应链体系。 龚正指出,工博会已成为全球规模最大的综合性工业品牌展会和促进国际经贸交流合作的重要平台。上 海要深入贯彻落实习 ...
第二十五届中国国际工业博览会开幕,李乐成龚正出席开幕式并致辞
Di Yi Cai Jing· 2025-09-23 08:06
Group 1 - The 25th China International Industry Fair (CIIF) opened on September 23, 2023, in Shanghai, focusing on "Industrial New Quality, Intelligent Manufacturing Without Boundaries" [1] - The Ministry of Industry and Information Technology aims to accelerate the construction of a modern industrial system centered on advanced manufacturing and enhance the overall effectiveness of the industrial technology innovation system [1] - The fair has become the largest comprehensive industrial brand exhibition globally and an important platform for promoting international economic and trade cooperation [1][2] Group 2 - The opening ceremony featured the release of the "Guidelines for High-Quality Development of Industrial Parks" by the Ministry of Industry and Information Technology and the National Development and Reform Commission [2] - The fair will run from September 23 to 27, 2023, covering an exhibition area of 300,000 square meters and attracting over 3,000 exhibitors from 28 countries and regions [3] - Various thematic exhibitions and forums will be held during the event, including the 2025 "Industrial Mother Machine+" supply-demand matching activity and the third Shanghai Integrated Circuit Industry Development International Summit Forum [3]
工信部:“十五五”时期开辟人形机器人、脑机接口、元宇宙、量子信息等新赛道 创建一批未来产业先导区
Mei Ri Jing Ji Xin Wen· 2025-09-23 02:58
每经AI快讯,工业和信息化部部长李乐成9月23日在第25届中国国际工业博览会开幕式上致辞表示,"十 五五"时期,工业和信息化部将牢牢锚定实现新型工业化这个关键任务,以推动高质量发展为主题,以 发展新质生产力为重点,以推动科技创新和产业创新深度融合为关键路径,以改革创新为根本动力,加 快建设以先进制造业为骨干的现代化产业体系,不断筑牢中国式现代化的物质技术基础。在培育壮大新 兴和未来产业方面,李乐成表示,要实施培育新兴产业打造新动能行动,统筹技术创新、规模化发展和 应用场景建设,加快打造一批新兴支柱产业;建立未来产业投入增长机制,加强前沿技术研发和应用推 广,开辟人形机器人、脑机接口、元宇宙、量子信息等新赛道,创建一批未来产业先导区。 ...
(活力中国调研行)数字赋能“扬州智造”服务全球“零时差”
Zhong Guo Xin Wen Wang· 2025-09-20 22:27
Group 1 - The core viewpoint of the article highlights the successful integration of digital services in Hawe Machinery's operations, showcasing its ability to provide rapid remote diagnostics and support for clients globally [1][2] - Hawe Machinery has established itself as a leading production base for multi-stage cylinders, holding over 40% of the global market share for dump truck hydraulic systems [1] - The company has developed a "smart equipment + digital service" model, utilizing IoT and AI technologies for real-time monitoring and predictive maintenance of equipment [1] Group 2 - Hawe Machinery has been a significant player in the local economy of Yangzhou for over 20 years, benefiting from a supportive industrial ecosystem and favorable business environment [2] - The Yangzhou region has over 2,500 national high-tech enterprises and more than 800 provincial-level specialized and innovative companies [2] - From January to August 2025, Yangzhou's actual foreign investment reached $780 million, a year-on-year increase of 23%, with total import and export volume at 86.42 billion yuan, reflecting a growth of 7.4% [2]
从数字和细节看“十四五”成就 向经济强省跨越 看四川五年跨度
Si Chuan Ri Bao· 2025-09-20 01:19
Economic Strength - Sichuan's GDP has surpassed 6 trillion yuan, achieving a historic ranking of fifth in the nation, marking a significant improvement in comprehensive economic strength [9][10] - The province has developed three trillion-yuan industrial clusters and five national advanced manufacturing clusters, establishing the world's largest OLED production base [9][10] Industrial Development - Strategic emerging industries now account for 30% of the value added in regulated industries, while the service sector contributes over 60% to economic growth, indicating a shift towards high-tech and high-value-added manufacturing [10] - The annual power generation from clean energy exceeds 4 trillion kilowatt-hours, representing over 80% of the total, ranking first in the nation [10] Transportation Infrastructure - The total length of Sichuan's comprehensive transportation network has reached 443,000 kilometers, with new additions over the past five years sufficient to circle the equator nearly once [11] - The province has established 51 major transportation corridors, with over 80% of counties connected by highways, and rural roads reaching every village [11] Trade and Openness - Sichuan's total import and export volume has exceeded 1 trillion yuan, ranking first in the central and western regions of China [11] - The Chengdu Tianfu International Airport has significantly increased its international passenger and cargo routes, enhancing the province's global connectivity [11] Social Welfare - Fiscal spending on people's livelihoods has consistently accounted for over 65% of total expenditures, addressing both basic needs and higher standards of living [12][13] - The province has implemented various social programs, including improved nutritional support for rural students and increased access to public education for migrant children [13]
前8月江苏经济稳中有进向新向好
Xin Hua Ri Bao· 2025-09-19 21:51
Economic Overview - The overall economic operation of the province shows a stable and progressive trend, with efforts focused on stabilizing employment, enterprises, markets, and expectations [1] - The implementation of existing policies alongside new measures has contributed to this positive economic environment [1] Industrial Performance - The industrial economy demonstrates resilience, with a year-on-year increase of 6.8% in industrial added value from January to August [1] - In August alone, the industrial added value grew by 4.6%, with 26 out of 40 major industries reporting year-on-year growth, resulting in a growth coverage of 65% [1] - Advanced manufacturing plays a significant leading role, with high-tech manufacturing growing at 10.7%, and digital core product manufacturing increasing by 9.9% [1] - Specific sectors such as pharmaceutical manufacturing and aerospace equipment manufacturing have seen growth rates exceeding 12%, indicating a strong shift towards high-end and intelligent manufacturing [1] Consumer Market - The consumer market is gradually recovering, with a year-on-year increase of 1.7% in total retail sales of consumer goods in August, accelerating by 1.1 percentage points from the previous month [1] - Cumulative retail sales from January to August show a year-on-year growth of 4.1% [1] - Upgrading and improving product categories are performing well, with retail sales of smartphones and computers increasing by 31.5% and 19% respectively in August, contributing to a 0.7 percentage point increase in total retail sales [1] Investment Trends - The investment structure is continuously optimizing, with equipment investment growing by 4.1% year-on-year from January to August, accounting for 19.3% of total investment, an increase of 0.5 percentage points from the previous month [2] - This trend reflects positive signals from business entities regarding production expansion and equipment upgrades [2]
中德先进制造案例上新 太仓市三项标准化试点顺利通过验收
Yang Zi Wan Bao Wang· 2025-09-19 09:40
Core Points - Taicang City has achieved significant success in industrial standardization, with three manufacturing standardization pilot projects passing evaluation with a 100% success rate, marking a new stage in Sino-German standardization cooperation [1][10] - The pilot projects have led to the establishment of a comprehensive standard system within Sino-German enterprises, enhancing their participation in standard formulation and achieving multiple benefits in economic, social, and ecological aspects [4] Group 1 - Schaeffler (China) Co., Ltd. has developed a smart manufacturing application standard system, reducing operational costs and improving equipment utilization by 3%-5%, while also lowering average maintenance time for rotating equipment by approximately 10% [6] - During the pilot phase, Taicang Tongwei Electronics Co., Ltd. achieved a 92% conversion rate of independent intellectual property results into standards and participated in the formulation of three national standards and one industry standard [8] - Yuxisile Plastic Products (Taicang) Co., Ltd. established a standardization management committee, reducing defective product rates to 1.4 ppm and achieving a customer satisfaction rate of 98.24% [9] Group 2 - Taicang's market regulatory bureau has actively supported key Sino-German enterprises in participating in advanced manufacturing standardization pilot projects, enhancing the integration of Sino-German industrial chains [10] - In 2023, Taicang has seen the addition of three international standards, 77 national standards, 27 industry standards, and four local standards, promoting the establishment of the "Smart Manufacturing International Standard Research and Application Center" [12] - The market regulatory bureau aims to leverage Sino-German standardization innovation to deepen the implementation of industrial standardization strategies, integrating more "Taicang cases" into international and national standards [12]
中国公司掘金海外,这个国家机遇无限
Group 1 - The 42nd World Conference of the International Association of Science Parks (IASP) was held in Beijing from September 16 to 19, 2025, with participation from emerging market partners and representatives from universities, research institutions, and innovative enterprises [1] - The Middle East is becoming a new blue ocean for Chinese enterprises in manufacturing, digital economy, and local life sectors, with 90% of Chinese companies planning to expand their business in the region, and 44% having formal plans [1] - Sharjah, as a key economic hub in the Gulf region, presents extensive investment opportunities, hosting over 700 Chinese enterprises, with 472 located in the mainland and 245 in free zones [1] Group 2 - Chinese companies looking to enter the Sharjah market are advised to understand the investor-friendly legislative and investment policy environment, and to actively participate in forums and events to build partnerships and reach commercial agreements [3] - The Sharjah Chamber of Commerce is willing to provide services to Chinese investors, including support for business establishment, organization of special business meetings, training development, issuance of certificates of origin, and facilitation of exhibitions [3] - Sharjah welcomes core industries with significant competitive advantages, such as culture, tourism, education, logistics, healthcare, renewable energy, human capital and innovation technology, advanced manufacturing, and agricultural and food technology [3] Group 3 - Companies in the Middle East are seeking advanced partners in greenhouse technology and hydroponics due to the region's complex climate, which requires flexibility between traditional farming and modern cultivation techniques [3] - The CEO of WAHATALFAW highlighted the need for seasonal adaptability in agriculture, using traditional methods from October to March and modern techniques during the hot months from June to September [3] - Ahmed Salim Saeed Alshaiba Almheiri is actively seeking partnerships in China, particularly interested in core planting technologies, and has been participating in organic agriculture exchange meetings during his visits [5]