当意念可以控制机械，当能量取自"人造太阳"，当信息在量子与太赫兹的维度中穿梭——这些将不 再是科幻想象，而是"十五五"开局之年，中国为塑造未来发展新势能所锚定的战略高地。 "十五五"规划将培育壮大新兴产业和未来产业置于现代化产业体系建设的关键位置。2026年作 为"十五五"规划开局之年，其意义不仅在于承前启后，更在于为中国经济在下一轮全球科技与产业变革 中赢得战略主动打下第一根桩基。国家发展改革委负责人指出，这些未来产业蓄势发力，未来十年新增 规模相当于再造一个中国高技术产业，将为高质量发展注入源源不断的新动能。 战略开局：未来产业塑造发展新范式 2026年，中国经济站在一个新的历史起点上。"十四五"时期打下的坚实基础，与"十五五"擘画的宏 伟蓝图在此交汇。 当前，我国发展处于战略机遇和风险挑战并存、不确定难预料因素增多的时期。在这一关键节 点，"十五五"规划将"建设现代化产业体系，巩固壮大实体经济根基"摆在战略任务的首位，并明确提 出"前瞻布局未来产业"，释放出清晰而强烈的信号：中国式现代化的物质技术基础，必须建立在科技自 立自强和产业自主可控的坚实底座之上。 "十五五"规划点名的六大未来产业，精准锁定了新 ...

中化新网讯12月28日，由中国制造强国年会组委会、中制智库主办的第十届中国制造强国年会在京召 开。400余位来自制造业领域的嘉宾在会上共同探讨"十五五"时期中国制造业高质量发展之路，加速推 进制造业升级。 国家制造强国建设战略咨询委员会委员、工业和信息化部原副部长、第十三届全国政协经济委员会副主 任刘利华认为，"十五五"期间，推动制造业实现从重点突破向全面领先的战略性跨越，应聚焦四个方 面：一是夯实产业基础，推进产业基础高级化和产业链现代化，完善"工业强基"扶持机制；二是加快高 水平科技自立自强；三是培育新质生产力，推进新型工业化；四是制定下一个十年制造强国行动纲领。 "中国制造业升级的关键在于发展自主可控、有竞争力的高端装备产业。"科技部原副部长，季华实验室 理事长、主任曹健林认为，破解制造业升级难题需要组织用装备、造装备和关键技术研发三支队伍长期 密切合作，并在重点产业聚集区，发展能够统筹全产业链需求的"总体部型"研发机构，从而系统性地推 动高端装备创新，为发展新质生产力奠定坚实基础。 国家制造强国建设战略咨询委员会委员、国家重大技术装备专家委员会委员、国家产业基础专家委员会 副主任屈贤明表示，未来十年， ...

（原标题：2026年新年献词｜顺流逆流，守护我们内心的罗盘！） 岁末的钟声，总能拨动心底最柔软的牵挂。这牵挂，越过山海，落向每一个未曾谋面却命运与共的个体 ——是风雪里的夜归人，是步履匆匆的职场奋斗者，是柴米油盐中守护小家的人，也是在算法与数据时 代奔涌、奋力寻找坐标与温度的你我。 上证指数时隔十年再度突破4000点，A股市场总市值跨越百万亿元大关，融资余额冲过2.5万亿元关口。 这些数字的背后，是制度变革的刀刃向内，从强化监管到鼓励长线投资，市场的土壤正在被重塑；科技 与资本双向奔赴，"新生血液"流向人工智能、生物制造等前沿领域，清晰标记出社会对新质生产力的优 先刻度。与此同时，那些能满足人们线下体验、情感陪伴等新消费需求的模式与公司，也获得了市场的 重新定价。 金融的"时间炼金术"，正于此刻为两种未来估值：一是硬科技破壁的冷峻光芒，二是人心所向的美好生 活。 我们素未谋面，却被同一道年轮包裹，共享着这一刻属于告别与序曲的宁静。 时光在泪痕与笑影中奔流，亦在代码与情感的激荡中，朝着2026涌来。无论这一年有过多少宏大叙事， 最终都沉淀为亿万屋檐下的烟火。一餐饭的温暖、一盏灯的守候，皆是抵御数字洪流与无常生活 ...

Core Insights - The "14th Five-Year Plan" period prioritizes the construction of a modern industrial system, marking a strategic shift from single-point technological breakthroughs to systematic industrial upgrades [6][19]. - The new energy industry is transitioning from a focus on installed capacity to building a "source-grid-load-storage" collaborative system, emphasizing dynamic balance between production and consumption [7]. - The aerospace sector is developing a dual-driven model of national engineering and commercial space, with large aircraft industrialization and commercial space driving the scale and capability of the industry chain [8]. - Future industries such as 6G and quantum technology place China in the global leading tier of R&D, aiming to seize the high ground in technology standards and industrial ecosystems through forward-looking layouts [9]. - The transformation of traditional industries emphasizes not only greening and intelligentization but also explicitly promotes "service-oriented manufacturing," guiding the manufacturing sector to extend services throughout the product lifecycle [10]. Group 1: Modern Industrial System - The construction of a modern industrial system is the primary task of the "14th Five-Year Plan," highlighting its core position as a foundation for new era development [19][20]. - The modern industrial system consists of three parts: upgrading traditional industries, developing emerging pillar industries, and strategically laying out future industries [20]. Group 2: Emerging Pillar Industries - The cultivation of emerging pillar industries is positioned as the strategic core of the modern industrial system, providing a strong new growth engine for high-quality development [23]. - Key emerging pillar industries include new energy, new materials, aerospace, and low-altitude economy, which are expected to drive explosive growth in multiple trillion-level markets [23]. Group 3: New Energy - The new energy sector has evolved into a comprehensive ecosystem encompassing "production, storage, transmission, and application," with a strategic significance in ensuring national energy security and achieving carbon neutrality [24]. - As of the end of 2024, China's cumulative installed capacity of new energy reached 1.41 billion kilowatts, maintaining a global leading position [25]. - The annual new installed capacity during the "14th Five-Year Plan" period is expected to remain around 30 million kilowatts [25]. Group 4: New Materials - The new materials industry in China has rapidly grown, with total output value exceeding 8 trillion yuan in 2024, but still faces structural challenges with about 30% of key high-end materials relying on imports [34]. - Significant breakthroughs are being made in various fields, including third-generation semiconductor materials and high-end alloys for aerospace applications [39]. Group 5: Aerospace - The aerospace sector has formed a dual-driven model of national major projects and commercial markets, with the C919 large aircraft and commercial space rapidly developing [42]. - The market size of China's aerospace manufacturing industry is expected to reach 601.7 billion yuan by 2025, with a compound annual growth rate of approximately 14.05% [42]. Group 6: Low-altitude Economy - The low-altitude economy, driven by various manned and unmanned aerial vehicles, is expected to reach a scale of 505.95 billion yuan in 2023, with a year-on-year growth of 33.8% [50]. - The market is projected to exceed 1 trillion yuan by 2026, with a compound annual growth rate of approximately 29.6% from 2021 to 2026 [50]. Group 7: Future Industries - Future industries represent cutting-edge technological and industrial development directions, including quantum technology, biomanufacturing, hydrogen energy, and brain-computer interfaces [61]. - The quantum technology sector is expected to grow significantly, with the industry scale projected to reach approximately 80 billion USD by 2024 and potentially near 1 trillion USD by 2035 [64].

《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》(下称"十五五"规划建议)，对我国 未来一段时期的经济社会发展作出顶层设计和战略擘画。未来5年，中国经济将迎来哪些新变化新机 遇？将为人们带来哪些新期待？本期"对话经济学家"邀请全国政协委员尹艳林进行深入阐释。 抢抓机遇提振发展信心 当然，"十五五"时期我国经济社会发展也面临一些挑战。比如，发展不平衡不充分问题仍然突出；有效 需求不足，国内大循环存在卡点堵点；新旧动能转换任务艰巨；农业农村现代化相对滞后；就业和居民 收入增长压力较大，民生保障存在短板弱项；人口结构变化给经济发展、社会治理等提出新课题；重点 领域还有风险隐患。但是，只要我们坚定信心，用好发展机遇、潜力和优势，积极破解这些突出矛盾和 问题，集中力量办好自己的事，就能够化挑战为机遇，不断巩固拓展经济稳中向好势头。 记者："十五五"规划建议提出，到2035年"人均国内生产总值达到中等发达国家水平"。在您看来，这意 味着什么？ 尹艳林：到2035年我国人均国内生产总值(GDP)达到中等发达国家水平，这是基本实现社会主义现代化 的重要标志性指标。这要求"十五五"时期经济社会发展保持适当速度。对于 ...

关键词 | 全球政策进展 |国家级引导基金 摘要 ：国家创业投资引导基金其目标不仅是支持几个项目，而是要系统性、成建制地推动中国生物制造产业从跟跑到并跑，最终在若干关键领域实现 领跑，使之成为新质生产力的核心支柱之一。 【SynBioCon】 获悉， 12月26日，国家创业投资引导基金启动，京津冀创业投资引导基金、长三角创业投资引导基金、粤港澳大湾区创业投资引导 基金三只区域基金设立运行。 国家发展改革委于 12 月 26 日上午召开专题新闻发布会，介绍国家创业投资引导基金有关工作。 国家创业投资引导 基 金 将形成万亿资金规模 国家创业投资引导基金 的定位，归纳起来，就是"四个坚持"。 一是坚持做早期基金 。引导基金将种子期、初创期、早中期企业作为投资重点，支持企业聚焦前沿领域开展原创性、颠覆性的技术攻关，为企业搭建成 果转化的平台和桥梁，促成资本与创新的"双向奔赴"。 二是坚持做耐心基金 。引导基金设置20年存续期，其中10年投资期、10年退出期，这样通过更长久的投资期限，为企业提供长周期的资金供给；又通 过更宽松的退出时限，为企业提供更多的发展空间，用耐心资本陪伴企业"长跑"，培育千行百业的"小巨人"和 ...

多元聚能兴工业 转型蝶变启新程 ——我市推动工业经济高质量发展行稳致远 投产运营的灵台电厂 记者 贾灏 摄 □记者 张成龙 "十四五"时期，平凉挣脱"一煤独大"的路径依赖，锚定"三区一城市"目标定位，紧盯打造全省工业转型发展创新区聚力 突破，以强工业行动为总牵引，在传统产业升级中夯实根基，在新兴产业培育中开拓新局，煤炭、生物制造、汽车零部 件、食品加工、新材料等多产业齐头并进，共同书写了工业经济量质齐升的转型答卷。规上工业增加值预计2025年底达 145亿元，较"十三五"末增加62.04亿元，年均增长7.8%；工业固投增速33个月保持30%以上；22个工业行业大类中14个实 现增长，新兴产业增速最高超240%…… 一组组实打实的数据，一个个看得见的变化，印证着平凉工业从"单点支撑"到"多点绽放"的深刻变革，彰显着转型发展 的强劲动能。 传统产业"焕新" 传统产业是平凉工业的"压舱石"，"十四五"期间，平凉没有停留在"吃老本"，而是以技术改造、智能升级、链条延伸为 抓手，让煤炭、电力、建材等传统产业在迭代中焕发新生机。 煤炭产业告别"挖煤卖煤"的粗放模式，迈向"智采+深加工"的高质量发展新阶段。累计实施煤矿智能 ...

来源：环球网 【环球网财经综合报道】2025年，全球科技竞争进入白热化阶段，以颠覆性技术为核心的"未来产业"正 成为我国经济版图中最耀眼的新星。随着"十五五"规划建议明确提出要培育壮大未来产业，资本市场对 量子科技、具身智能、脑机接口、6G等前沿领域的布局显著加速。数据显示，今年以来，相关领域融 资总额已接近700亿元，核聚变、6G等细分赛道指数涨幅更是超过80%。在政策红利与资金热潮的双重 驱动下，未来产业正加速从"概念验证"迈向"商业落地"，成为引领经济社会变革的先导力量。 多地竞相绘制未来产业"施工图" 未来产业的发展离不开顶层设计的指引与地方政府的积极响应。国家"十五五"规划建议已为未来产业划 定了清晰的蓝图，重点推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动 通信等七大领域成为新的经济增长点，并强调要探索多元技术路线、典型应用场景及可行商业模式。 在这一战略指引下，全国各地纷纷结合自身优势，出台了一系列含金量高的扶持政策，竞相抢占发展高 地。北京自去年启动"创赢未来"公开路演活动以来，已累计支持83家潜力企业，推动融资超20亿元，有 效打通了资本与产业的对接渠道。深圳在今年上 ...

Group 1 - The core viewpoint emphasizes the need for tailored development of new productive forces, adhering to practical realities and specific analyses [1][4] - The National Development and Reform Commission (NDRC) advocates for a unified national strategy to optimize major productivity layouts and prevent redundant construction and "involution" competition [4] - Local advantages should be leveraged, encouraging regions to identify their roles in the national development framework and set reasonable goals based on their resources and industrial foundations [7] Group 2 - A modern infrastructure system is to be constructed, focusing on new infrastructure, comprehensive transportation systems, new energy infrastructure, and modern water networks [12] - There is a push for breakthroughs in key core technologies across various sectors, including integrated circuits, industrial mother machines, high-end instruments, basic software, advanced materials, and biomanufacturing [14] - Policies will be implemented to promote green finance and consumption, facilitating the green and low-carbon transformation in key areas such as industry, urban construction, transportation, and energy [17] Group 3 - The establishment of an open, shared, and secure national integrated data market and technology market is prioritized, alongside the development of technology finance to enhance capital market functions [19]

Key Points - The article emphasizes the importance of systematic and practical strategies in investment analysis [2] - It discusses the favorable conditions for the spring market rally, including liquidity support and upcoming events that may influence market sentiment [8] - The article provides a detailed valuation comparison of various A-share indices, highlighting their current price-to-earnings (PE) and price-to-book (PB) ratios relative to historical percentiles [11][13] - It identifies specific industry sectors with high valuations, such as real estate and electronics, which are above the 85th percentile historically [11] - The article outlines investment themes for the upcoming year, including quantum technology, hydrogen energy, and brain-machine interfaces, indicating potential growth areas [16][18] - A strategic outlook for gold in 2026 is presented, focusing on the implications of the U.S. fiscal deficit and the trend of de-dollarization on gold prices [19]