工业元宇宙
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屈宏斌:如何迈向中等发达国家
Di Yi Cai Jing· 2025-10-30 03:05
Core Insights - The strategic direction is clear: internally "stimulating consumption" and externally "enhancing technology" to reach the peak of industry [1][8] Group 1: Economic Goals - The 20th Central Committee has reaffirmed the goal of achieving "per capita GDP at the level of moderately developed countries" by 2035 [1][2] - Current per capita GDP in China is approximately $14,000, ranking 70th globally, indicating a significant gap to close to reach the target [2][3] Group 2: Growth Engines - Future economic growth will rely on two core actions: "expanding domestic demand" and "enhancing new momentum" [3][4] - Expanding domestic demand focuses on encouraging young people to spend, particularly by improving the pension system for rural elderly [4][5] Group 3: New Momentum - "New quality productivity" is essential for climbing the GDP peak, with a clear future industrial structure [6] - Traditional industries will be empowered with AI and green technologies, while emerging industries like new energy vehicles and industrial metaverse will be prioritized [6][7] Group 4: Open Strategy - The strategy includes transitioning from merely attracting foreign investment to participating in and leading the establishment of global standards and regulations [7] - Emphasis on maintaining multilateral trade and expanding two-way investment, particularly in high-tech and green energy sectors [7][8]
宏观经济专题研究:“十五五”的三条经济线索
Guoxin Securities· 2025-10-22 13:37
Group 1: Economic Transition - The "14th Five-Year Plan" achieved a compound annual growth rate of 5.4%, easing the pressure for growth in the "15th Five-Year Plan" period[1] - The transition from "quantity increase" to "quality change" is crucial for the "15th Five-Year Plan" as it aims to reach the goal of becoming a "moderately developed country" by 2035[1] - The future growth model will shift from a single GDP-driven approach to a three-pronged approach of "real GDP + inflation + exchange rate"[1] Group 2: New Quality Productivity - Cultivating new quality productivity will be the central goal of the "15th Five-Year Plan," focusing on upgrading traditional industries and developing emerging sectors[2] - The strategy includes a gradient structure of "traditional upgrades, emerging growth, and future cultivation," emphasizing the importance of new service industries[2] - The service sector is seen as a key area for the implementation of new quality productivity, with a shift from "investment in things" to "investment in people" expected[2] Group 3: Supply and Demand Balance - There are signs of structural and local imbalances in supply and demand, necessitating "anti-involution" policies to address these issues[3] - Short-term interventions may include production limits in key industries, while long-term solutions require systemic reforms to reshape local government incentives[3] - The "15th Five-Year Plan" provides a critical opportunity for reform to address these imbalances[3] Group 4: Factor Market Reform - Market-oriented reforms aim to establish an "effective market" to enhance resource allocation efficiency, which is fundamental for cultivating new quality productivity and addressing "anti-involution" issues[4] - Current challenges include a "dual-track" system in factor markets, which hinders pricing and circulation[4] - The urbanization of agricultural migrant workers is expected to be a foundational logic for the next growth phase, with approximately 250 million people still needing urban household registration[4]
郑州升达经贸管理学院董事长王新奇博士带队赴杭州考察学习
Sou Hu Cai Jing· 2025-05-14 06:28
Core Insights - The focus of the visit was on the industrial metaverse and intelligent technology, aiming to deepen cooperation between academia and industry [5]. Group 1: Key Institutions and Technologies - Zhejiang University’s Computer Aided Design and Graphics Laboratory is the only national key laboratory in CAD and graphics technology in China, specializing in digital twin engines, virtual-real fusion rendering technology, and AI-driven 3D modeling algorithms [1]. - DEEPRobotics, a leader in embodied intelligence innovation, has developed fully autonomous quadruped robots for inspecting substations, with applications in various environments including emergency rescue and fire reconnaissance [2]. - The future factory of H3C Technology Co., Ltd. integrates cutting-edge technologies such as 5G, artificial intelligence, and industrial internet, serving as a model for intelligent manufacturing [3]. - Yushu Technology, a globally recognized company in consumer and industrial robotics, has a market share exceeding 60% in quadruped robots, with applications in industrial inspection and emergency rescue [4]. - Chicheng Digital Technology Co., Ltd. is a national-level specialized "little giant" enterprise, providing technology products across critical industries such as transportation, energy, and environmental protection, and is a partner of Zhengzhou Shengda Economic and Trade Management College [5]. Group 2: Collaborative Initiatives - The visit included discussions on establishing an industrial intelligent collaborative innovation center, creating a practical training base, and jointly applying for a national-level industry academy [5]. - Chicheng Digital committed to establishing a national delivery center in Zhengzhou to enhance talent cultivation and research collaboration [5]. - The overall aim is to integrate technologies like digital twins, intelligent robots, and 5G industrial internet to create an innovative educational ecosystem that combines virtual and real-world applications [5].