文 | 赵伟、贾东旭、侯倩楠 联系人 | 贾东旭 摘要 近期，中央财经委会议、国务院第十五次专题学习等事关产业结构调整的会议密集召开，或为 "十五五" 规划先导。以往五年规划的产业调整路径是什么，"十 五五"规划又将如何推进？系统分析，供参考。 一、产业结构调整是我国五年规划的重要内容，"十五"至"十四五"均明确了详细的产业结构调整目标。 国民经济和社会发展五年规划为国民经济与社会发展的远景设定目标、指明方向，会针对经济、改革、社会发展等领域制定具体规划。 例如，"十三五"规划的 主要目标分为七个部分：经济、创新、发展协调性、民生、社会文明、生态环境、制度建设；"十四五"规划则将经济、创新与发展协调性的目标整合为"经济 发展取得新成效"，并进一步强化了对改革与国家治理能力的重视。 从五年规划的目标设定与实施逻辑来看，产业结构调整不仅是规划的重要组成部分，更是实现核心目标的"关键手段"。 从"十五"计划到"十三五"规划，产业结 构调整均设有明确量化指标，如"十一五"和"十二五"规划分别要求提高服务业增加值占比3个和4个百分点；自"十三五"规划起，政策重心转向先进制造业发 展，到"十四五"规划时，更细化了研发经费 ...

机构"十五五"规划展望 机构在展望中集中看好科技创新驱动行业 等领域。此外，政府工作报告中提到的前 、量子信息等也被普遍提及。民生产业中 | 机构名称 | 我可以 | | --- | --- | | | "十五五"时期是我国应对科技革命加 能。 | | | 1、消费电子行业作为科技创新与终端汾 | | | 多方面深度契合，AI有望激活消费者换1 | | | 迎来百花齐放。 | | 银河证券 | 2、半导体设备作为半导体行业的关键引 | | | 替代需求旺盛，高端材料亟待突破。 | | | 3、IC板块下游需求分化，算力和存力鼎 | | | 产业正迎来新一轮增长周期。国内PCB么 | | | 4、中国LCD产业继续保持全球领先地位 | | | 快速渗透预计将带动CIS需求。 | | | 1、智能机器人：打造"超人类"时代， | | --- | --- | | | 2、海洋经济:涵盖开发海洋资源、依赖 | | | 3、低空经济：借助无人机等飞行器开展 | | | 4、智能网联汽车：可视为轮子上的"徒 | | | 全性与效率，大幅降低交通事故发生频率 | | | 5、类脑智能: 模拟人脑神经机制，赋ጓ | | 民生 ...

Core Insights - The article discusses the transition of China's urban development from a reliance on real estate to new growth engines, emphasizing the need for innovation and quality improvement in urban governance [1][2][5]. Group 1: Economic Transition - The real estate market in China is undergoing a deep adjustment, with a shift from "supply shortage" to "oversupply" [2]. - The traditional growth model based on land finance and real estate investment is fundamentally changing, necessitating cities to seek sustainable economic engines [2][6]. - The "14th Five-Year Plan" period is characterized by profound changes in supply-demand relationships within the real estate market [2]. Group 2: Urban Development Strategies - Urbanization is transitioning from a rapid growth phase to a stable development phase, focusing on quality improvement rather than large-scale expansion [3]. - Future urban competition will center on industrial innovation, public service quality, governance precision, and living environment rather than land scale and GDP growth [3][6]. - The report highlights that cities like Changzhou, Yantai, and Guiyang are emerging with unique advantages in sectors such as new energy and big data [3][5]. Group 3: New Growth Opportunities - New growth opportunities are identified in technology innovation, high-level openness, and modern urban governance [5]. - Major cities like Beijing and Shanghai are leading in technological innovation, with significant investments in R&D and a concentration of high-tech enterprises [5]. - Smart governance initiatives, such as Hangzhou's "City Brain" and Chengdu's safety perception network, are enhancing urban resilience [5]. Group 4: Future Urban Competitiveness - The future of urban opportunities will depend on cities' ability to precisely position themselves and break away from homogeneous competition [6]. - The ability to effectively manage "stock updates" in the context of a declining population dividend will be crucial for cities to enhance their competitiveness [6].

Core Viewpoint - The Chinese government emphasizes the importance of high-quality development in natural resource management, aligning with the "green mountains and clear waters are invaluable assets" philosophy, and has made significant progress in achieving the goals set in the 14th Five-Year Plan [1] Group 1: Natural Resource Monitoring and Management - Since the beginning of the 14th Five-Year Plan, China has conducted comprehensive surveys and monitoring of nine types of natural resources, including land, minerals, and forests, to dynamically grasp their status [2] - By the end of 2024, the national arable land area is expected to reach 1.94 billion acres, an increase of 28 million acres from 2020, maintaining the arable land protection red line [2] - The forest coverage rate has reached 25.09%, an increase of approximately 2 percentage points since 2020, making China the fastest-growing country in terms of greening [2] Group 2: Ecological Protection and Restoration - The government has implemented significant ecological protection and restoration initiatives, achieving a cumulative area of over 10 million acres in comprehensive land remediation [3] - The efficiency of resource utilization has improved, with the area of construction land per unit of GDP decreasing by 16% [3] - Over 1,000 national-level green mines have been established, promoting sustainable resource development [3] Group 3: Marine Economy Development - China's marine production value has surpassed 10 trillion yuan, with a 34% increase compared to the end of the 13th Five-Year Plan, accounting for 7.8% of the national GDP [4] - Guangdong's marine production value is projected to exceed 2 trillion yuan in 2024, with cities like Shenzhen and Shanghai enhancing their marine functional advantages [4] - China has become one of the countries with the most complete marine industry categories, leading the world in marine aquaculture production for 36 consecutive years [4][5] Group 4: Mineral Resource Exploration - The government has invested nearly 450 billion yuan in a new round of mineral exploration, achieving significant breakthroughs in energy resources, including the discovery of 10 large oil fields and 19 large gas fields [7] - New resource bases are emerging, such as the lithium-rich "Asian Lithium Belt," which spans 2,800 kilometers across four provinces, indicating a strong focus on critical minerals for the electric vehicle industry [8]

Core Insights - The press conference highlighted the achievements in high-quality development of natural resources during the "14th Five-Year Plan" period, emphasizing the effective support for economic and social development [1] Group 1: Natural Resource Management - The Ministry of Natural Resources presented a comprehensive "big account" of natural resources, indicating a solid foundation through continuous monitoring and investigation [2] - As of the end of 2024, the national arable land area reached 1.94 billion acres, an increase of 28 million acres since 2020, maintaining the protection of arable land [2] - The national forest coverage rate reached 25.09%, an increase of approximately 2 percentage points since 2020, making China the fastest-growing country in terms of greening [2] Group 2: Mineral Resources and Economic Support - During the "14th Five-Year Plan," China identified the quantity, distribution, and utilization status of 163 types of mineral resources, discovering 534 new large and medium-sized oil and gas fields and mineral sites [2] - The discovery of a significant "Asian lithium belt" across four provinces is crucial for the electric vehicle industry, with multiple large and super-large lithium mines found [3] Group 3: Economic Development and Resource Utilization - The Ministry of Natural Resources approved a total of 26.974 million acres of construction land and 11,200 square kilometers of marine and island use since the beginning of the "14th Five-Year Plan" [4] - The area of construction land used per unit of GDP decreased by 16%, indicating improved resource utilization efficiency [4] - The national marine production value and forestry industry output value are both expected to exceed 10 trillion yuan in 2024, highlighting the importance of marine and forestry sectors in economic growth [6] Group 4: Technological and Service Innovations - The national geographic information public service platform "Tianmap" has a daily service call volume exceeding 1 billion times, supporting the high-quality development of geographic information and low-altitude economy [5]

Core Viewpoint - The news highlights the achievements and ongoing efforts of China's Ministry of Natural Resources in optimizing resource management and promoting sustainable development during the "14th Five-Year Plan" period. Group 1: Natural Resource Management Achievements - The Ministry has conducted comprehensive surveys and monitoring of nine types of natural resources, leading to a more robust understanding of China's resource base [1] - By the end of 2024, the national arable land area is projected to reach 1.94 billion acres, an increase of 28 million acres since 2020, with significant contributions from provinces like Heilongjiang and Inner Mongolia [1] - The Ministry has identified and assessed the reserves of 163 types of minerals, discovering 534 new large and medium-sized oil and gas fields and mineral deposits [1] Group 2: Land Use and Urban Planning - The Ministry has implemented a "multi-planning integration" reform, optimizing land use and urban planning across various levels of government [2] - The area of construction land per unit of GDP has decreased by 16%, indicating improved land use efficiency [4] - Over 5 million acres of idle land have been repurposed, and 1.71 million acres of inefficient land have been redeveloped [4] Group 3: Ecological Restoration and Land Management - The Ministry has initiated significant ecological restoration projects, completing over 10 million acres of comprehensive land rehabilitation [5] - The "Three North" project has successfully completed tasks covering 164 million acres, contributing to national ecological security [5] - The Ministry is promoting large-scale national greening efforts, achieving a total greening area of 54.9 million acres during the "14th Five-Year Plan" [10] Group 4: Mining and Resource Exploration - A new round of mineral exploration has been launched with an investment of nearly 450 billion yuan, resulting in significant discoveries in oil, gas, and various minerals [6] - Major breakthroughs include the discovery of 10 large oil fields and 19 large gas fields, with substantial geological reserves identified in the Ordos Basin [6] - The establishment of the "Asian Lithium Belt" has positioned China as a leader in lithium resource supply [6] Group 5: Marine Economy Development - The marine economy's production value is expected to exceed 10 trillion yuan in 2024, marking a 34% increase since the end of the "13th Five-Year Plan" [8] - Marine oil and gas are becoming the main contributors to resource growth, with marine crude oil accounting for over 70% of domestic crude oil increments [8] - China's marine industries are diverse and robust, with significant advancements in marine technology and production capabilities [8] Group 6: National Park Development - The establishment of national parks has progressed significantly, with five parks operational and integrating over 120 existing natural reserves [11] - A unified management system for national parks is being developed, focusing on ecological protection and community involvement [11][12] - The drafting of a national park law is underway, alongside revisions to existing regulations on nature reserves and scenic areas [12]

海洋保护和利用方面，大陆自然岸线的保有率保持在35%以上，珊瑚礁等典型海洋生态系统的优良率提升至60%以上，红树林的面积达到46.5万亩，我 国成为世界上少数红树林面积净增加的国家之一。与此同时，海洋经济已成为国民经济稳增长的重要力量，海洋生产总值达到10.5万亿元，比2020年增加2.7 万亿元。 作为全球增绿最多最快的国家，全国森林覆盖率达25.09%，比2020年提高了约2个百分点，森林蓄积量达到209.88亿立方米，提前实现了应对气候变化 国家自主贡献2030年目标。 央视网消息（新闻联播）：9月10日上午，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会，自然资源部相关负责人介绍了我国 自然资源工作高质量发展最新成就。 五年来，我国自然资源家底更加厚实。截至2024年底，全国耕地面积达到19.4亿亩，比2020年增加了2800万亩，牢牢守住了耕地保护红线，耕地的数 量、质量、生态"三位一体"保护格局逐步形成。 此外，国家公园建设迈出重大步伐，首批设立的5个国家公园，涵盖了近30%的陆域国家重点保护野生动植物种类。 ...

Core Insights - The Ministry of Natural Resources announced significant achievements in resource management and exploration, highlighting the completion of the "14th Five-Year Plan" with a focus on sustainable development and resource protection [1][4]. Group 1: Land Resources - By the end of 2024, the total cultivated land area in China is projected to reach 1.94 billion acres, an increase of 28 million acres since 2020, ensuring the protection of arable land [4]. - Provinces such as Heilongjiang, Inner Mongolia, Henan, Jilin, and Xinjiang each have cultivated land exceeding 100 million acres, contributing to a comprehensive protection framework for quantity, quality, and ecology [4]. Group 2: Mineral Resources - A total of 163 types of minerals have been surveyed, with 534 new large and medium-sized oil and gas fields and mineral deposits discovered, marking significant progress in the exploration of strategic minerals like oil, gas, and lithium [4][6]. - Major breakthroughs in energy minerals include the discovery of 10 large oil fields and 19 large gas fields, with significant geological reserves of coalbed methane added in the Ordos Basin [7]. - New resource bases are emerging, such as the 1,500-ton gold deposit in Liaoning, which is expected to become another world-class gold mine following the Shandong Jiaodong gold mine [8][10]. Group 3: Marine Resources - China's marine production value has surpassed 10 trillion yuan, growing by 34% since the end of the 13th Five-Year Plan, accounting for 7.8% of the national GDP [12]. - The country has become one of the most comprehensive marine industry nations, with all 15 major marine industries represented and thriving [12]. - The marine economy is a significant driver of national economic growth, with marine aquaculture production leading globally for 36 consecutive years [12].

Group 1: Marine Cooperation Development Forum - The 2025 Marine Cooperation Development Forum will be held from September 7 to 9 in Qingdao, focusing on sustainable marine economy development [1] - Approximately 700 participants are expected, including over 160 foreign guests, with a theme of "From Blue to Future" [1] - The forum will feature four parallel sessions on key marine sectors such as artificial intelligence, ports, biomedicine, and youth talent [1] Group 2: Shandong's Marine Economy - In 2024, Shandong's marine production value is projected to reach 1.80118 trillion yuan, a year-on-year increase of 6.1%, accounting for 18.3% of the province's GDP [2] - The marine economy contributed 23.9% to the overall economic growth of Shandong, adding 1.1 percentage points to the growth rate [2] Group 3: Intelligent Construction Development - Shandong's government has introduced 20 measures to accelerate the development of intelligent construction, focusing on modern industrial clusters and innovation-driven applications [3] - The province aims to integrate intelligent construction into regional development plans, creating specialized zones for digital design and intelligent equipment [3] - Since the 14th Five-Year Plan, Shandong has added 77.3 million square meters of green buildings and 78.6 million square meters of energy-efficient buildings [3] Group 4: Foreign Investment in Jinan - The 2025 Jinan Foreign Investment Enterprises Symposium was held, with 50 foreign enterprises participating and 59 out of 63 previously raised issues resolved [4] - Jinan provided a "big gift package" to participating companies, including investment opportunity lists with over 600 options [4] - The symposium has become a regular communication mechanism to enhance foreign investment attraction in Jinan [4] Group 5: Private Enterprises in Shandong - A total of 51 enterprises from Shandong were listed in the 2023 China Top 500 Private Enterprises, an increase of one from the previous year [6] - Shandong Weiqiao Pioneering Group ranked 10th nationally with revenue of 558.53 billion yuan, leading the province [6] - The private sector constitutes 98.9% of Shandong's market entities, contributing approximately 70% of provincial tax revenue and over 80% of employment [6] Group 6: Farmers' Harvest Festival - The 2025 China Farmers' Harvest Festival will take place on September 23 in Yantai, themed "Celebrating Agricultural Harvest, Enjoying a Better Life" [7] - The event will include 12 key activities aimed at showcasing rural revitalization and agricultural achievements [7] - Yantai has established high-standard farmland and has seen continuous increases in grain planting area and production over the past four years [7]

Core Points - The Guangzhou Nansha Future Industry Technology Innovation Research Institute has officially commenced construction, marking the start of the international innovation and entrepreneurship community in Nansha Science City [1][6] - The initiative aims to enhance the development of the Greater Bay Area's international technology innovation center and is part of the second phase of the "Nansha Plan" [1][6] Group 1: Research Institute and Collaboration - The research institute will focus on emerging and future industries, establishing major technology innovation platforms in fields such as new materials, new energy, and marine economy [1][2] - A collaborative model of "university foundation + research institute industrialization" will be adopted, facilitating market-oriented operations and the incubation of technology-based enterprises [2] Group 2: Key Projects and Investments - Four categories of key projects were signed at the event, covering areas such as industrial funds, artificial intelligence, and regional collaboration [3] - The Guangzhou Jingxiang Industrial Intelligence Venture Capital Fund has a first-phase scale of 100 million yuan, targeting high-tech projects in industrial intelligence and technology innovation [3] Group 3: Community Development and Ecosystem - The Nansha Science City International Innovation and Entrepreneurship Community is set to officially open in September 2024, covering an area of approximately 8 square kilometers [4] - The community has already attracted 180 enterprises and nearly 400 entrepreneurs and scientists, forming three major industrial clusters: artificial intelligence, new energy, and life health [4] Group 4: Supportive Infrastructure and Funding - The community has established over 200 high-end expert apartments and 900 talent apartments, along with various lifestyle amenities [5] - Nansha's technology innovation mother fund has contributed 1.035 billion yuan, leveraging a total fund scale of 18.045 billion yuan for supporting innovative projects [5] Group 5: Innovative Achievements - Twelve "Nansha New Quality Productivity" landmark achievements and twelve potential innovation teams were announced, covering cutting-edge fields such as biomedicine, industrial AI, and new energy [4][7] - Notable projects include a fifth-generation 6000-meter working deep-sea robot and innovative drug engineering for gynecological tumors [7]