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申万宏源:十五五规划十大投资机会,建议关注人工智能、机器人、航空航天、低空经济、战略资源金属等(图)
Xin Lang Cai Jing· 2025-12-08 04:16
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 近日,申万宏源发布十五五规划十大投资机会梳理,申万宏源指出,"十五五"期间工信部提出推进未来 制造、未来信息、未来材料、未来能源、未来空间和未来健康的发展。建议资本市场关注未来产业中的 十大细分方向包括:1、人工智能,2、机器人,3、航空航天,4、无人机/低空经济,5、战略资源金 属,6、船舶航运,7、可控核聚变能,8、储能,9、脑机接口,10、创新药。 在未来信息领域,中国的机器人产业正经历从产品定义期向商业化落地的关键转型,而2026年"人工智 能+"以赋能千行百业,同时将量子科技作为关键未来产业进行前瞻布局。 在未来空间及安全层面,航空航天产业成为十五五重点,2025年11月,国家航空航天局成立航天司,近 期出台的商业航天三年行动计划,通过开放国家资源、统一行业标准等举措助推商业航天高质量安全发 展;新兴支柱产业无人机/低空经济正加速形成集群化发展格局。 地缘变化及安全意识下,战略小金属获得政策重点扶持,八部门联合工作方案将资源保障提升至战略高 度。 | 金属名称 | 美键应用领域 | 金属名称 | 美樓应用领域 | | --- ...
2275万元,北京71个标准化创新项目获补助
Xin Jing Bao· 2025-10-15 04:50
Core Insights - The Beijing Municipal Market Supervision Administration announced the launch of the 2025 Capital Standardization Strategy Subsidy Fund, with a total of 22.75 million yuan allocated to 71 benchmark projects across 60 units in the city [1] Group 1: International Standardization - Four projects participating in international standard organizations received 2.1 million yuan, enhancing China's competitiveness in the intelligent shipping industry and promoting the internationalization of cultural heritage protection standards [2] - Four overseas demonstration application projects focused on hydrogen energy and digital television, aiding the implementation of Chinese standards in Europe, the United States, and Belt and Road Initiative countries like Pakistan and Russia [2] Group 2: Results Transformation - The local standard "Community Resilience Evaluation Guidelines" has been successfully transformed into a national standard project, providing a unified evaluation basis for community safety resilience construction across the country [2] Group 3: Pilot Projects - Twelve pilot projects covering service industries, cultural tourism, social management, and public services will establish replicable and promotable industry development benchmarks through standardized production and operation models [2] Group 4: Industry Empowerment - Fifty subsidized standard projects are concentrated in high-tech industries, resource-saving sectors, and service industries, laying a solid standard foundation for the construction of an international science and technology innovation center and the optimization of industrial upgrades [2]