文 | 中关村储能产业技术联盟 1 月 12 日 ， 国 家 发 展 改 革 委 等 部 门 关 于 印 发 《 关 于 加 强 政 府 投 资 基 金 布 局 规 划 和 投 向 指 导 的 工 作 办 法 ( 试 行 ) 》 （ 以 下 简 称 《 工 作 办 法》）的通知发布。国家发展改革委相关负责人表示， 这是首次在国家层面对政府投资基金的布局和投向作出系统规范。 政府投资基金 是各级政府通过预算安排，单独出资或与社会资本共同出资设立，采用股权投资等市场化方式，引导各类社会资本支持相关产 业和领域发展及创新创业的投资基金，在服务国家战略、推动产业升级、促进创新创业等方面发挥了积极作用。 国家发展改革委同步制定了《政府投资基金投向评价管理办法(试行)》（以下简称《评价管理办法》）。其中提到， 支持的投 向领域 包括： （一）培育新兴产业、未来产业。 新兴产业主要包括新一代 信息技术、新能源、新材料、高端装备、新能源汽车、绿色环 保、民用 航空和船舶与海洋工程装备等领域； 未来产业 主要包括 元宇宙、脑机接口、量子信息、人形机器人、生成式人工智能、 生物制造、 生物育种、未来显示、未来网络、 新型储能 等 ...

在优化基金布局方面，要求基金支持重大战略、重点领域和市场难以有效配置资源的薄弱环节，推动科 技创新和产业创新深度融合，着力培育新兴支柱产业，坚持投早、投小、投长期、投硬科技。 在加强投向指导方面，要求基金投向须符合国家重大规划和国家级产业目录中的鼓励类产业，不得投向 限制类、淘汰类以及政策明令禁止的产业领域。 政府投资基金，是不少科创企业和产业项目的"伯乐"和"助攻"。这一次，国家出手，首次为万亿级的政 府投资基金发展定方向。 12日，国家发展改革委、财政部、科技部、工业和信息化部联合发布《关于加强政府投资基金布局规划 和投向指导的工作办法（试行）》（以下简称《工作办法》）。同时，国家发展改革委也同步出台了 《政府投资基金投向评价管理办法（试行）》（以下简称《管理办法》）的通知。国家发展改革委相关 负责人表示：这是首次在国家层面对政府投资基金的布局和投向作出系统规范。 政府投资基金"投向哪 怎么投" 《工作办法》围绕政府投资基金"投向哪、怎么投、谁来管"三方面，提出14项政策举措。 同时，《工作办法》还进一步明确由省级发展改革部门牵头制定本地区重点投资领域清单，并据此优化 基金布局和投向。 涉及航空、AI、人 ...

Core Viewpoint - The Chinese government has outlined a strategic initiative to proactively layout future industries, focusing on six key areas: quantum technology, biomanufacturing, hydrogen energy and nuclear fusion, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication. This initiative aims to enhance the country's industrial structure and drive economic growth [1]. Group 1: Future Industry Layout - The strategic layout of future industries is expected to clarify the direction of China's industrial structure and serve as a new pillar for economic growth [1]. - The six core areas identified for future industry development are characterized by their strategic, leading, and disruptive features [1]. Group 2: Advantages of Development - China possesses three unique advantages for developing future industries: a new type of national system for resource concentration, a complete industrial system for technology commercialization, and a vast market for rapid application and iteration of new technologies [1]. - The country is also expected to leverage its technological innovation advantages to support these developments [1]. Group 3: Technological Advancements - In embodied intelligence, China is achieving breakthroughs in both "smart brains" and "strong bodies," with increasing levels of model generalization [2]. - The country has developed leading brain-computer interface technologies, including ultra-flexible, minimally invasive electrodes and dynamic electrodes that can navigate within animal brains [2]. - In biomanufacturing, China leads globally in CAR-T cell therapy and original drug production [2]. - Quantum technology advancements include the "Zuchongzhi No. 3" supercomputer, which is significantly faster than the world's fastest supercomputer, and the "Wukong" quantum computer, which has completed over 710,000 calculations globally [2]. Group 4: Innovation Rankings - According to the Global Innovation Index 2025, China has entered the top ten for the first time, achieving its highest ranking at fourth place [3]. - The Global Key and Emerging Technologies Index 2025 indicates that while the U.S. remains the leading technology power, China ranks second in key technology fields such as semiconductors and artificial intelligence [3]. - China has 24 of the world's top 100 innovation clusters, maintaining its position as the global leader for three consecutive years [3]. Group 5: Policy Initiatives - The National Development and Reform Commission and the Ministry of Industry and Information Technology have issued implementation opinions to promote innovation in future industries, including specific policies for brain-computer interfaces and biomanufacturing [4]. - The State Council has introduced measures to accelerate the cultivation of application scenarios across various fields, establishing a comprehensive ecosystem for future industries [4]. Group 6: Industry Growth - Approximately 350 companies related to brain-computer interfaces have emerged in China, creating a complete industrial chain from core components to end applications [5]. - China has established the largest solar panel and flat screen film production bases globally, along with 23 biomanufacturing bases [5]. - With over 300 billion yuan allocated to quantum technology and substantial local funding, major provinces are developing numerous quantum technology application scenarios [5]. - The country has built 4.55 million 5G base stations, indicating a strong push towards future industries characterized by national strategic guidance and large-scale market applications [5].

Core Insights - The Ninth Future Network Development Conference was held in Nanjing, focusing on artificial intelligence, large models, and computing networks, featuring significant technological achievements and major cooperation projects [1][2] Group 1: Technological Achievements - Three major technological achievements were announced, including a network large model and multi-agent system tested in real-world environments, achieving L4 level in 20 out of 22 test items, enabling rapid data insights and fault diagnosis [1] - The overall intelligence capability of the system reached L4 level, facilitating applications in urban computing networks and industry-specific networks [1] Group 2: Strategic Collaborations - A strategic cooperation agreement was signed to promote the "East Data West Computing" project, with 32 new members joining the "East Data West Computing - Future Computing Network Collaborative Scheduling Alliance" [2] - This collaboration aims to create a nationwide computing supply ecosystem covering eight major hubs, enhancing the integration of the "East Data West Computing" initiative [2] Group 3: Regional Development Initiatives - Nanjing is positioning itself as a core city for future network industry layout, focusing on building a "6G city" and a leading demonstration area for 6G industrial development [2] - The city is enhancing future network testing facilities and developing dedicated networks for various sectors, including industrial, government, medical, and data trading [2]

Group 1 - Guangzhou has reached a significant milestone with the registration of its 4 millionth market entity, ranking third nationally in total market entities [1] - From January to July 2025, Guangzhou registered 548,400 new market entities, representing a year-on-year growth of 57.30%, leading among national pilot cities for business environment innovation [1] - The process of obtaining a business license has been streamlined from 20 working days to under 10 minutes through the "Guangzhou Market Entity Express" mini-program, enhancing the entrepreneurial environment [1] Group 2 - Continuous deepening of business environment reforms has led to remarkable growth, with the implementation of fully electronic business registration and the innovative "one-stop online application and one-window collection" model [2] - The online application rate for starting a business in Guangzhou has reached 99% [2] - Emerging strategic industries are thriving, with new market entities in low-altitude economy and aerospace growing by 156.48% and 89.82% respectively, while future networks and quantum technology saw growth rates of 179.10% and 143.01% [2]