专题：2025分析师大会：资本市场"奥斯卡"启幕 11月28日，2025分析师大会举行，中泰国际首席经济学家李迅雷出席并发表演讲。 专题：2025分析师大会：资本市场"奥斯卡"启幕 11月28日，2025分析师大会举行，中泰国际首席经济学家李迅雷出席并发表演讲。 李迅雷表示，"十五五"规划的第一大亮点也是最大亮点要加速科技的自立自强，我这边列举了未来产业 的空间，未来制造、未来信息、未来材料、未来能源、未来空间、未来健康，对应这些行业的企业发展 机会还是值得期待的。" 责任编辑：郭栩彤 李迅雷表示，"十五五"规划的第一大亮点也是最大亮点要加速科技的自立自强，我这边列举了未来产业 的空间，未来制造、未来信息、未来材料、未来能源、未来空间、未来健康，对应这些行业的企业发展 机会还是值得期待的。" 责任编辑：郭栩彤 ...

尽管大多数未来产业仍处于起步或孵化阶段，但通过制度创新、场景牵引和政策赋能，北京正在加速引领新一轮 科技革命，为城市发展注入战略动能。 延庆区 密云区 怀柔区 a 昌平区 一平谷区 顺义区 海淀区 东城区 漫州区 门头沟区 石墨山区 朝阳区 西城区 r 丰台区 房山区® 8 大兴区 ED HK 先进智造产业带 地图来源:北京市规划和自然资源管理会、 北京市民政局 审图号:京S(2024)032号 北京未来产业先导区: 海淀区:以未来信息为主赛道,未来制造和未来空间为副赛道 昌平区:以未来健康为主赛道,未来制造和未来能源为副赛道 通用人工智能 第六代移动通信(6G) 海淀区 未来信息 元宇宙 量子信息 朝阳区 光电子 …… 石景山区 基因技术 细胞治疗与再生医学 未来健康 脑科学与脑机接口 通州区 合成生物 …… 类人机器人 经开区 未来制造 智慧出行 …… 昌平区 氢能 新型储能 未来能源 碳捕集封存利用 …… 大兴区 石墨烯材料 平谷区 : | 超导材料 密云区 未来材料 超宽禁带半导体材料 房山区 新一代生物医用材料 …… 顺义区 商业航天 未来空间 怀柔区 卫星网络 …… 延庆区 丰台区 数据来源: 2 ...

Core Insights - The future industry in China is projected to reach a value of approximately 11.7 trillion yuan in 2024, with estimates of 13.4 trillion yuan in 2025 and 15.5 trillion yuan in 2026, reflecting a compound annual growth rate of 15% [1][2] - Future industries are defined as emerging sectors driven by cutting-edge technologies, characterized by significant disruption and uncertainty [2][8] - The Chinese government aims to foster an environment that encourages innovation and tolerates failure, enhancing the autonomy and funding rights of research institutions to stimulate creativity [1][16] Industry Overview - Future industries encompass six key areas: future manufacturing, future information, future materials, future energy, future space, and future health [1] - The development of future industries is seen as a strategic pivot for technological advancement and industrial upgrading in China [1][8] Market Projections - The commercial space sector in China is expected to exceed 2.7 trillion yuan by 2025 and reach 3.3 trillion yuan by 2026 [5] - The satellite internet market is projected to reach 45 billion yuan by 2025, with a total of nearly 16,000 satellites planned [6] Technological Advancements - Breakthroughs in key technologies such as atomic-level manufacturing, hydrogen energy, and quantum information are driving the growth of future industries [5][6] - The atomic-level manufacturing sector is anticipated to achieve sales of 80 billion yuan in equipment and 20 billion yuan in related materials by 2024, with the potential to exceed 100 billion yuan within five years [5] Regional Development - Major regions like Beijing-Tianjin-Hebei, the Yangtze River Delta, and the Guangdong-Hong Kong-Macau Greater Bay Area are emerging as innovation hubs for future industries [7] - The Yangtze Economic Belt is exploring collaborative innovation models to enhance development in commercial aerospace and green energy [7] Characteristics of Future Industries - Future industries exhibit four notable characteristics: strategic significance, leading-edge technology, disruptive potential, and inherent uncertainty [8][9] - The development of future industries is influenced by the interplay of supply and demand, with technological breakthroughs creating new market needs [9] Challenges and Recommendations - Key challenges include strengthening the technological foundation, enhancing systemic planning, ensuring long-term investment, and improving regulatory frameworks [10][11] - Recommendations for fostering future industries include establishing a supportive capital investment mechanism, enhancing collaboration across the industry chain, and promoting flexible funding models [12][13][18]

Core Viewpoint - Shijingshan District is focusing on high-quality industrial development by implementing the "One Industry, One Chain Leader" model to enhance its modern industrial system and drive economic growth [6][7]. Group 1: Industrial Development Strategy - The district aims to upgrade its industrial system from "1+3+1" to "2+4+4," strengthening two leading industries (information technology and modern finance) and optimizing four characteristic industries (artificial intelligence, virtual reality, industrial internet, and sci-fi games) [6][7]. - By 2025, the district's GDP is projected to reach 69.66 billion yuan, with a year-on-year growth of 7.6% [6]. Group 2: Implementation Framework - A four-level organizational structure has been established, involving district leadership, government oversight, chain leaders' responsibilities, and chain office coordination to ensure efficient operation and accountability [7]. - The strategy emphasizes the integration of multiple industries, focusing on five key industrial chains: modern finance, artificial intelligence, "sci-fi+", industrial internet, and future health [7]. Group 3: Key Industry Focus - The modern finance industry chain will focus on expanding and improving quality, leveraging its scale effects and regional influence [7]. - The artificial intelligence industry chain aims for innovation leadership by enhancing synergies with future information and manufacturing sectors [7]. - The "sci-fi+" industry chain will develop by linking virtual reality and gaming sectors to create a robust industry cluster [7]. - The industrial internet industry chain will concentrate on key technology breakthroughs and ecosystem development [7]. - The future health industry chain will enhance efficiency through clinical research and the integration of technology with healthcare [7].

Group 1 - The Shijingshan District has launched an "Industry Chain Leader System" to promote high-quality development of core industries through a "one industry, one leader" approach [1] - The implementation plan focuses on five cutting-edge industries: modern finance, artificial intelligence, "Sci-Fi+", industrial internet, and future health [1] - The "Chain Leader System" is led by a "General Chain Leader," who is the deputy district party secretary and district mayor, responsible for top-level design and cross-chain collaboration [1] Group 2 - The modern finance chain aims to enhance its scale and influence, reinforcing the region's core financial position [1] - The artificial intelligence chain focuses on innovation and collaboration with future information and manufacturing sectors, aiming to seize technological innovation leadership [2] - The "Sci-Fi+" chain is set to develop by linking with virtual reality and gaming sectors, creating a distinctive industrial identity [2] - The industrial internet chain will upgrade by addressing key technological challenges and advancing towards high-end industry [2] - The future health chain will enhance efficiency by leveraging medical resources for clinical research and developing smart diagnostics and innovative drug research [2]