Core Insights - The manufacturing industry is emphasized as the foundation of national strength and economic development, with a focus on high-quality growth and strategic importance in the context of global changes [1][3][23]. Manufacturing Industry Development Trends - In the first half of the year, manufacturing value added grew by 7%, outpacing GDP growth by over 1 percentage point, indicating an increasing share of manufacturing in GDP [2][3]. - Manufacturing investment increased by 7.5%, significantly higher than the overall fixed asset investment growth of 2.8% [2]. - Exports of manufacturing products rose by 7.2%, showcasing manufacturing as a key driver of economic growth amid challenges in other sectors like real estate [2][3]. Structural Changes in Manufacturing - High-end equipment manufacturing saw value added growth exceeding 10%, indicating a shift towards advanced manufacturing [2][3]. - High-tech manufacturing value added grew by 9.5%, surpassing the overall manufacturing growth rate by 2.5 percentage points, with significant increases in industrial robots and 3D printing equipment [2][3]. Trends in High-end, Intelligent, and Green Manufacturing - The transformation of manufacturing is characterized by high-end, intelligent, and green development, with significant progress in high-tech industries and equipment [3][4]. - The integration of artificial intelligence into manufacturing processes is increasing, with examples of AI applications in production and the development of intelligent robots [4][5]. - The production of new energy vehicles and related products is growing rapidly, contributing to the green transformation of the economy [4][5]. Policy Support and Market Dynamics - Government policies have played a crucial role in supporting manufacturing, with increased funding and expanded product coverage under the "two new" policies [6]. - Despite challenges such as price index declines and demand pressures, the manufacturing sector remains resilient and is seen as a core growth driver for the economy [6][7]. Export Dynamics and Global Market Position - While exports to the U.S. have declined due to tariffs, overall goods exports still grew by 7.2%, driven by strong performance in emerging markets [7][8]. - The competitiveness of Chinese manufacturing is highlighted by the high proportion of electromechanical products in total exports, which reached 60% [7][8]. Future Manufacturing Strategy - The manufacturing sector's share of GDP is projected to be around 24.9% in 2024, which is still above the global average of approximately 15% [9][10]. - Maintaining a reasonable share of manufacturing is essential, with a focus on balancing supply and demand dynamics and avoiding excessive declines [9][10][11]. - The future direction includes enhancing technological capabilities, product quality, and cultural value in manufacturing [23][24]. Key Areas for Development - Traditional industries are encouraged to innovate and learn from global best practices, while emerging industries like new energy vehicles and biopharmaceuticals are identified as future pillars of growth [24][25]. - Investment in future industries, particularly in general-purpose technologies, is crucial for driving innovation and maintaining competitiveness [25][26].

新质生产力是推动中国经济高质量发展的核心引擎，也是技术革新与产业升级深度融合的产物。近年 来，国信证券策略研究团队围绕新质生产力主题开展了一系列研究，从《四新启航，掘金新质资产》到 《将新质生产力落地到投资组合》再到《围绕"五篇大文章"构建投资策略》，从《聚势而飞：低空经济 主题投资研究》到《无垠星空：商业航天投资主题研究》再到《八大新兴产业及九大未来产业巡礼》， 从《科技股盈利提升之路》到《并购重组赋能新质生产力》再到《耐心资本赋能新质生产力投资》，从 自上而下的研究视角出发，深入学习领悟新质生产力在产业和投资领域的内涵，构建起了一套系统化的 新质生产力投资框架体系。这一体系涵盖从宏观趋势到微观落地的全链条分析逻辑，力求寻找产业与资 本的共生逻辑，试图勾勒新质资产的整体轮廓，并将理论转化为可操作的投资策略，为投资者精准捕捉 市场的结构性机遇。根据上述系列成果汇编的《中国新质生产力行业研究与发展潜力展望》，成功入选 中国证券业协会2025年行业共建课程。 从区域发展角度来看，发展新质生产力要结合不同地区在资源禀赋、产业基础、发展水平等方面的差异 性，坚持因地制宜，有针对性地推进生产力变革。其中，北京以集成电路 ...

Group 1 - The core viewpoint of the implementation plan is to enhance the level of intelligent development in Shanghai's manufacturing industry over three years, aiming to achieve significant innovations in areas such as data, models, platforms, and scenarios [1][2] - The plan targets the application of AI in 3,000 manufacturing enterprises, the establishment of 10 industry benchmark models, and the creation of 100 benchmark intelligent products [1][2] - It also aims to promote 100 demonstration application scenarios and build around 10 "AI + manufacturing" demonstration factories, fostering a competitive ecosystem for intelligent manufacturing services [1][2] Group 2 - The plan emphasizes the need to tackle foundational and cutting-edge technologies, enhancing industrial model capabilities and promoting innovations in multimodal algorithms [2] - Key industries targeted for AI application include integrated circuits, electronic information, automotive, high-end equipment, shipbuilding, aerospace, advanced materials, steel, fashion consumer goods, and pharmaceutical manufacturing [2] - The initiative includes the construction of "AI + manufacturing" factories characterized by high-density distribution of intelligent agents and multi-scenario integration [2][3] Group 3 - The plan encourages the application of industrial robots in key sectors such as electronics, automotive, and equipment, particularly in repetitive, hazardous, and health-risk work scenarios to improve efficiency and safety [3] - It promotes large-scale applications of intelligent robots in assembly, welding, spraying, and material handling processes [3] - The initiative aims to create human-machine collaborative intelligent manufacturing units in industries like steel and shipbuilding, focusing on the automation of complex processes [3]

21世纪经济报道记者陈归辞 8月19日，上海市经济和信息化委员会、上海市发展和改革委员会、上海市 国有资产监督管理委员会三部门印发《上海市加快推动"AI+制造"发展的实施方案》（简称《实施方 案》），为推动制造业智能化发展制定三年目标及具体实施方案。其中提出，实施"模塑申城·AI+制 造"行动，推动人工智能技术与制造业深度融合，加快赋能新型工业化，形成新质生产力。 根据《实施方案》，上海计划用三年时间，推动3000家制造业企业实现智能化应用；打造10个行业标杆 模型，形成100个标杆智能产品；推广100个示范应用场景，建设10个左右"AI+制造"示范工厂；发展5 家左右综合集成服务商，培育一批具有竞争力的专业服务商，加快形成制造业智能化发展生态。 去年7月，上海印发《上海市促进工业服务业赋能产业升级行动方案(2024-2027 年)》，明确提出要"促 进人工智能与制造业深度融合"。去年12月，上海又出台《关于人工智能"模塑申城"的实施方案》，明 确提出推进"人工智能+制造"等数个重点垂直领域的应用。 上海交通大学行业研究院"人工智能+"行研团队负责人史占中教授在接受21世纪经济报道记者采访时表 示，人工智能的 ...

Core Insights - The article emphasizes the strategic focus of Lingang on developing a robust industrial ecosystem to capture future industry opportunities [1][3][4] Investment Projects - Lingang has signed six major industrial projects, including the 3D chip integration project by Shenghe Jingwei, with a total investment exceeding 40 billion yuan [1][3] - These projects span key sectors such as integrated circuits, high-end equipment, automotive software, and artificial intelligence [3][4] Industrial Ecosystem Development - The establishment of a "4+1" industrial ecosystem has been a core strategy for Lingang, aiming to enhance collaboration among enterprises and fill gaps in the industrial chain [4][5] - Over the past six years, Lingang has signed more than 679 key projects in frontier technology industries, with a total investment exceeding 730 billion yuan, leading to an average annual growth of 28.4% in industrial output [3][8] Sector Performance - The integrated circuit sector has become the largest and fastest-growing industry in Lingang, with an average growth rate of over 50% in output value over six years [6][8] - The smart automotive industry has surpassed 280 billion yuan, with nearly 200 upstream and downstream enterprises involved [6] Future Industry Focus - Lingang is positioning itself to capture future industry trends by developing emerging sectors such as brain-machine interfaces, wide-bandgap semiconductors, and controlled nuclear fusion [10][11] - The establishment of high-energy research institutions and major technological infrastructure is expected to enhance Lingang's industrial attractiveness [8][10] Innovation and Collaboration - The introduction of high-level research projects, such as the underwater robot and brain-machine interface validation platform, is crucial for fostering technological innovation and entrepreneurship in Lingang [9][10] - Lingang aims to create a supportive environment for startups by providing low-cost entrepreneurial spaces and angel funding opportunities [10][11]

Core Insights - The Shanghai Free Trade Zone Lingang New Area held a major industrial project signing ceremony with a total investment exceeding 40 billion RMB [1] - The signed projects focus on high-level industries such as integrated circuits, high-end equipment, automotive software, and artificial intelligence [1] Investment Projects - The signing included six significant projects: Shenghe Jingwei 3D chip integration project, China Rebirth heavy gas turbine project, brain-computer interface verification platform project, underwater robot project, and Leuven Instruments integrated circuit equipment R&D production base [1] - The Shenghe Jingwei project enhances capabilities in advanced packaging for integrated circuits, while the Leuven Instruments project aims to achieve self-control in lithography auxiliary equipment [1] Economic Development - In the first half of 2025, the Lingang New Area signed frontier industry projects with a total investment of 85 billion RMB [1] - The investment includes 56 projects from "going out" initiatives totaling 61.2 billion RMB and 29 reinvestment projects from existing enterprises amounting to 23.9 billion RMB [1]

上海市经济和信息化委员会、上海市发展和改革委员会、上海市国有资产监督管理委员会19日发布《上 海市加快推动"AI+制造"发展的实施方案》（以下简称《实施方案》）。《实施方案》提出，实施"模塑 申城·AI+制造"行动，推动人工智能技术与制造业深度融合，加快赋能新型工业化，形成新质生产力。 对于发展目标，《实施方案》明确，通过三年时间努力，上海市制造业智能化发展水平进一步提升，在 语料、模型、平台、场景等领域形成一批创新成果。推动3000家制造业企业实现智能化应用；打造10个 行业标杆模型，形成100个标杆智能产品；推广100个示范应用场景，建设10个左右"AI+制造"示范工 厂；发展5家左右综合集成服务商，培育一批具有竞争力的专业服务商，加快形成制造业智能化发展生 态。 在基础和前沿技术上，《实施方案》要求，推动基础模型开展多模态算法创新，加强对流体、电磁、真 空等物理规律的理解，提升物理仿真能力；加强对工业图纸、操作手册、产品缺陷等信息的识别，提升 视觉处理能力；加强对时序数据、工艺约束规则的理解，提升智能决策能力。 在AI+消费终端上，《实施方案》明确，推动消费终端企业与人工智能企业合作开发端侧模型，开展云 ...

Core Insights - A significant number of major technology industry projects have been signed and launched in the Shanghai Free Trade Zone's Lingang New Area, covering sectors such as integrated circuits, high-end equipment, automotive software, and artificial intelligence, with a total investment exceeding 40 billion yuan [1] Investment Projects - The signed projects include six key initiatives: 3D chip integration project, heavy gas turbine project, brain-computer interface verification platform project, and underwater robot project [1] - In the first half of the year, the Lingang New Area attracted a total of 85 billion yuan in investment for cutting-edge industry projects, with a concentration of over 90% in leading industries [1] Investment Sources - The projects include 56 signed through "going out" investment strategies, amounting to 61.2 billion yuan, and 29 reinvestment projects from existing enterprises, totaling 23.9 billion yuan [1]

为全力服务上海国际科创中心建设，8月19日，第七届长三角G60科创走廊科技成果拍卖会在上海松江区举行。 G60联席办副主任、松江区科创发展办党组书记、主任陈超表示，本届拍卖会亮点纷呈：一是权威机构赋能转化，将进行国内外专利导航成果的权威发 布，将为企业精准匹配技术需求、规避知识产权风险提供专业牵引。二是专业队伍提质增效，首批"G60科创经理人"这支懂技术、通市场、善运营的专业化 队伍，将成为链接创新链与产业链的关键纽带。三是矩阵平台协同发力。 G60联席办科创组组长、松江区科创发展办党组成员、副主任宋苏伟说，此次科拍会的一大亮点，是首批推出的42位科创经理人，这是探路科技成果转 化与应用"最后一公里"的有益探索。同时松江大学科创源的崛起，尤其是上海工程技术大学、东华大学57宗项目参与到拍卖及路演环节，成交额突破1500万 元，体现出高校科技成果对于地方经济的推动效应。 与之相对应的则是项目征集方面再创新高，共征集到来自各方的科技成果及技术需求破千项，其中现场路演项目10个、展示项目27个以及拍卖项目65 个。跨区域合作项目异军突起，体现出长三角一体化的独特魅力：来自上海、浙江嘉兴、湖州的多个项目均出现了激烈多 ...

新华财经上海8月19日电（记者杨有宗）19日，聚焦产业前沿和科技创新项目，上海临港新片区举行重 大产业项目集中签约仪式，签约项目总投资额超400亿元，为临港打造世界级产业集群、建设临港科创 城注入新的强劲动能。 据介绍，此次集中签约项目能级高、投资大、赛道新，涵盖集成电路、高端装备、汽车软件、人工智能 等关键方向，具体包括盛合晶微三维芯片集成项目、中国重燃重型燃气轮机项目、脑机接口验证平台项 目、水下机器人项目、鲁汶仪器集成电路设备研发生产基地等六个重磅项目。 今年以来，临港新片区积极推动招商服务一体化发展，"走出去招商"和存量企业增资扩产齐头并进，招 商引资保持高速发展态势，上半年共签约前沿产业项目投资额850亿元，主导产业集中度超过90%。其 中通过"走出去招商"签约项目56个、投资额612亿元；存量企业再投资项目29个、投资额239亿元。 据介绍，临港新片区将加快打造"临港科创城"品牌建设，发挥临港低成本创新创业优势，通过"拨改 投"、"360"创业政策、搭建临港天使会机制、围绕科研机构技术孵化，让更多企业从临港本地长出来， 为上海加快建设具有全球影响力的科技创新中心提供坚实支撑。 （文章来源：新华财经 ...