转自：紫金山新闻 1月26日，南京发布《关于加快培育新质生产力推动高质量发展的若干政策（2026年版）》（以下简称《若干政策》），擂响了向"新"而行、以"质"取胜的 新年战鼓。 《若干政策》旗帜鲜明地将"持续推进产业强市战略"置顶为头号工程，围绕深化"1+4+6"产业攻坚、聚力打造"1026"先进制造业集群体系等核心任务，推出 一系列突破性举措和全链条政策支持，以大力培育新质生产力破局，走出一条质量更优、动力更充沛的产业增长路径。 "空中的士"跨长江演示飞行。通讯员 陆 浩 南京日报/紫金山新闻记者 孙中元 摄 "算力券"破成本难题，重金奖补激励创新，构建"人工智能+" 雨林生态 发展一线 AI·镜界—南京人工智能生态街区 街区揭牌时间不足两月，日前，《AI时空·南京人工智能国际社区建设三年行动计划（2026—2028年）》发布，计划到2028年实现"个十百千万"目标——培 育2—3家人工智能"地标"企业、10个以上优秀行业大模型，打造100个以上新一代智能终端和智能体产品，引入1000家以上人工智能企业和创业团队，集聚 20000名以上创新创业人才，剑指千亿级"人工智能+"产业集群。 这份底气，源于坚实的产 ...

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Quantum Technology - The report highlights the clear positioning of the NISQ (Noisy Intermediate-Scale Quantum) era, indicating that current quantum devices are operational but limited in capability, lacking fault tolerance and scalability. Experts estimate that small-scale fault-tolerant quantum computers will take about ten years to develop [8][9] - The collaboration between Argonne National Laboratory and Intel has successfully deployed a 12-qubit silicon-based quantum processor, demonstrating the value of mature silicon technology in scaling quantum computing [10] - D-Wave has showcased a scalable on-chip low-temperature control gate model quantum bit, significantly reducing wiring costs and addressing a major bottleneck in the industry [12][14] Biomanufacturing - Micro Yuan Synthesis has secured nearly 300 million yuan in financing to accelerate the development of methanol biomanufacturing, which addresses the reliance on food-based raw materials in traditional biomanufacturing [15][16] - The first gene-consistent human "lung chip" has been developed, providing a new tool for personalized treatment of respiratory diseases and potentially revolutionizing drug development by reducing reliance on animal models [18] Hydrogen Energy and Nuclear Fusion - Policies in Shanghai and other regions are reducing the operational costs of hydrogen vehicles through subsidies and free highway access, which is expected to significantly boost the adoption of hydrogen fuel cell vehicles [19][20] - The report notes that hydrogen energy is transitioning from being a major electricity consumer to a "regulator" of the grid, enhancing the consumption of renewable energy and long-term storage capabilities [25][28] - The Energy Singularity's "Honghuang 70" nuclear fusion device has achieved a 120-second steady-state operation, marking a significant milestone in commercial nuclear fusion technology [31] - Dongsheng Fusion has completed a multi-hundred million yuan angel round of financing to develop a "deuterium-helium-3" fusion route, which is considered safer and more cost-effective than traditional methods [32][33] Brain-Computer Interface - Strong Brain Technology has raised 2 billion yuan to scale brain-computer interface technology, aiming to help one million disabled individuals regain social functionality within five to ten years [38][39] - Sichuan Province has set maximum prices for brain-computer interface medical services, which will take effect in April 2026, facilitating the clinical application of this technology [40][41] - The first brain-computer interface deep brain stimulator surgery in Southwest China has been successfully performed, providing new treatment options for Parkinson's disease [42][43] Embodied Intelligence - NVIDIA has released several physical AI models and frameworks that support robots in understanding physical laws, enhancing the industrialization of robots across various scenarios [5][13] - Chinese companies represent nearly 25% of robot exhibitors at CES 2026, with humanoid robots making up over 50% of the exhibition area, showcasing the competitive edge of Chinese firms in this sector [5][13] Sixth Generation Mobile Communication (6G) - Nanjing has launched a special plan to build a 6G industrial ecosystem, aiming for full coverage of 6G non-cellular networks by 2027 and the establishment of over 50 vertical industry scenarios [5][14]

Core Insights - The "15th Five-Year Plan" emphasizes the cultivation and expansion of emerging and future industries, aiming to create new pillar industries and strategically position future industries for growth [1] Group 1: Emerging Industries - During the "14th Five-Year Plan," China's emerging industries accelerated development, forming significant scale effects with several trillion-yuan market opportunities emerging by 2025 [2] - The commercial aerospace industry is on the verge of explosion, with advancements such as the successful launch of the Zhuque-3 rocket and accelerated deployment of satellite internet constellations [2] - The low-altitude economy is entering a commercial phase, marked by the issuance of operational certificates for manned civil unmanned aerial vehicles and the promotion of typical application scenarios by the Ministry of Transport [2] - New materials are crucial for breakthroughs in aerospace performance, with innovations in high-strength stainless steel and carbon fiber composites being utilized in key projects [2] Group 2: Energy Transition - China's energy transition has accelerated, establishing the world's largest power infrastructure and renewable energy systems, with plans to increase the share of renewable energy significantly by 2026 [3] - The "15th Five-Year Plan" aims to enhance emerging pillar industries, focusing on innovation in sectors like renewable energy, new materials, aerospace, and low-altitude economy [3] Group 3: Future Industries - Rapid advancements in future industries such as artificial intelligence, quantum information, and biomanufacturing have been noted, with significant breakthroughs achieved during the "14th Five-Year Plan" [4] - The development of 6G technology is prioritized, with expectations for commercial applications to begin around 2030, indicating a deep integration with AI [4][5] - Future industries are characterized by their potential to create new demands and economic forms, with quantum technology and nuclear fusion energy expected to play pivotal roles [6] Group 4: Market Opportunities and Challenges - Emerging industries are entering a rapid growth phase, with key scenarios being validated and replicable business models established, while future industries are still in the exploratory phase [7] - The uncertainty in future industries stems from both technological and commercial aspects, requiring significant R&D investment and policy support [8] - The collaboration between emerging and future industries is essential for driving new economic engines, with a focus on innovation and long-term value creation [9]

产业布局升级方面，将优化全市"人工智能+"空间布局，培育特色园区与生态街区，每年发布场景机会 清单并对先行先试重点场景给予政策激励，到2027年打造标杆应用场景500个。 支撑要素升级方面，统筹建设"1+1"智算集聚区，加快城域"毫秒用算"服务能力建设，持续发放"算力 券"；推进中国高质量数据集产业基地(南京)建设，深化公共数据共享开放与授权运营；构建自主开源 生态体系，加快南京国际化开源社区运营，鼓励在宁高校院所与企业深度参与开源建设；优化人工智能 领域人才支持政策，加大OPC模式引导力度，支持高校院所人员及毕业生创新创业；通过科技产业人才 领域专项资金统筹使用、金融财政联动"投补贷"支持等方式，打造灵活配置的人工智能主题基金群，为 产业发展提供全方位保障。 《方案》部署了五大升级行动。 技术产品升级方面，推动组建跨学科、跨机构联合实验室/创新中心，到2027年建设省级创新平台10个 以上；组建人工智能创新联合体，推进科技攻关项目30个；推进行业模型迭代应用，支持大模型备案和 智能终端产业化。 经营主体升级方面，聚焦培育智能原生企业、推动软件企业生态重构，到2027年培育人工智能原生企业 1000家以上，重 ...

Core Themes - The "15th Five-Year Plan" emphasizes the construction of a modern industrial system, promoting technological innovation and self-reliance, and expanding domestic demand, particularly in consumption [1][2]. Commercial Aerospace - The commercial aerospace sector is recognized as a strategic emerging industry cluster in the "15th Five-Year Plan," marking its elevation to a national strategic level [2]. - Key investment areas include the commercial rocket industry chain and satellite manufacturing and application chain, which are expected to benefit from increased launch demand and technological advancements [2][3]. - The commercial aerospace industry is entering a critical phase of scale and commercialization, with over 600 companies projected by 2025 and an expected market size of 2.5 to 2.8 trillion yuan [3]. Low-altitude Economy - The low-altitude economy is defined as activities in the airspace of 1,000 to 3,000 meters, utilizing drones and eVTOLs, with applications in logistics, tourism, and emergency rescue [5]. - The industry is projected to reach a market size of 2 trillion yuan by 2030, with a compound annual growth rate of 34.2% [5]. - As of November 2025, there are over 97,000 companies in the low-altitude economy sector, with significant growth in regions like Guangdong and Shandong [5][6]. Embodied Intelligence - The embodied intelligence sector is experiencing rapid development, with a market size of approximately 5.295 billion yuan in 2025, accounting for 27% of the global market [8]. - The sector is expected to grow to over 1 trillion yuan by 2035, with significant investment activity, including over 500 billion yuan in financing by October 2025 [8][9]. - Companies are advancing towards commercialization, with applications expected to transform household cleaning and other sectors [10]. 6G Technology - The "15th Five-Year Plan" includes a forward-looking layout for 6G technology, which is anticipated to enhance communication, perception, and intelligence integration [10][11]. - The 6G market is projected to reach a scale of 1 trillion yuan by 2035, with significant advancements in technology and standardization expected during the "15th Five-Year Plan" period [12]. Artificial Intelligence - The core AI industry in China is expected to exceed 1 trillion yuan by 2025, with a focus on deep integration with various sectors [14]. - The government aims for AI applications to achieve over 70% penetration in key areas by 2027 and over 90% by 2030 [14][15]. - Infrastructure upgrades and a comprehensive computing network are critical for supporting AI innovation and application [15]. Quantum Technology - Quantum technology is prioritized in the "15th Five-Year Plan," with expectations for significant growth and application across various industries [16][17]. - The global quantum industry is projected to reach approximately 239.1 billion dollars by 2030, with a compound annual growth rate of 65% [16][17]. Cultural and Tourism Industry - The tourism industry is undergoing a quality revolution, with a focus on high-quality tourism products and services as outlined in the "15th Five-Year Plan" [18][19]. - Domestic tourism is recovering, with nearly 50 billion trips recorded in the first three quarters of 2025, reflecting a shift towards deeper consumption and experience upgrades [18]. - The plan emphasizes enhancing inbound tourism services and integrating technology to improve visitor experiences [19]. New Consumption - Consumption is a key driver of economic growth, with retail sales expected to grow from 39.1 trillion yuan in 2020 to 48.3 trillion yuan by 2024 [20][21]. - The government aims to support new consumption models and expand consumer goods supply structures, targeting several trillion-yuan sectors by 2027 [21].

Core Insights - The article discusses the importance of future industries as a core competitive arena for countries to seize technological leadership and cultivate new growth drivers, as outlined in China's 15th Five-Year Plan [10][11][12]. Group 1: Global Competition in Future Industries - Future industries such as quantum technology, bio-manufacturing, and brain-computer interfaces are seen as key areas for countries to gain competitive advantages and enhance national strength [10][11]. - The global R&D expenditure as a percentage of GDP has increased significantly from 2013 to 2022, indicating strong resilience in technology investment despite economic downturns [10]. Group 2: China's Progress in Future Industries - China is transitioning from technology catch-up to proactive layout in future industries, with strengths in quantum communication, 6G, brain-computer interfaces, hydrogen energy, and nuclear fusion [13][14]. - By 2024, China's total R&D investment is expected to exceed 3.6 trillion yuan, a 48% increase from 2020, with R&D intensity reaching 2.69%, surpassing the EU average [14]. Group 3: Funding Support for Future Industries - Future industries require substantial investment and long-term capital support, necessitating a multi-faceted funding structure that includes government, state-owned, and social capital [20][21]. - The establishment of a future industry fund in Shanghai, with a total scale of approximately 15 billion yuan, aims to support the growth of future industries through a structured investment approach [21]. Group 4: Application Scenario Innovation - Application scenarios are crucial for connecting technology with market needs, serving as testing grounds for new technologies and driving industrialization [24][25]. - The Ministry of Industry and Information Technology emphasizes the need for scenario-driven innovation to accelerate the commercialization of future industries [24].

Core Insights - The "14th Five-Year Plan" period prioritizes the construction of a modern industrial system, marking a strategic shift from single-point technological breakthroughs to systematic industrial upgrades [6][19]. - The new energy industry is transitioning from a focus on installed capacity to building a "source-grid-load-storage" collaborative system, emphasizing dynamic balance between production and consumption [7]. - The aerospace sector is developing a dual-driven model of national engineering and commercial space, with large aircraft industrialization and commercial space driving the scale and capability of the industry chain [8]. - Future industries such as 6G and quantum technology place China in the global leading tier of R&D, aiming to seize the high ground in technology standards and industrial ecosystems through forward-looking layouts [9]. - The transformation of traditional industries emphasizes not only greening and intelligentization but also explicitly promotes "service-oriented manufacturing," guiding the manufacturing sector to extend services throughout the product lifecycle [10]. Group 1: Modern Industrial System - The construction of a modern industrial system is the primary task of the "14th Five-Year Plan," highlighting its core position as a foundation for new era development [19][20]. - The modern industrial system consists of three parts: upgrading traditional industries, developing emerging pillar industries, and strategically laying out future industries [20]. Group 2: Emerging Pillar Industries - The cultivation of emerging pillar industries is positioned as the strategic core of the modern industrial system, providing a strong new growth engine for high-quality development [23]. - Key emerging pillar industries include new energy, new materials, aerospace, and low-altitude economy, which are expected to drive explosive growth in multiple trillion-level markets [23]. Group 3: New Energy - The new energy sector has evolved into a comprehensive ecosystem encompassing "production, storage, transmission, and application," with a strategic significance in ensuring national energy security and achieving carbon neutrality [24]. - As of the end of 2024, China's cumulative installed capacity of new energy reached 1.41 billion kilowatts, maintaining a global leading position [25]. - The annual new installed capacity during the "14th Five-Year Plan" period is expected to remain around 30 million kilowatts [25]. Group 4: New Materials - The new materials industry in China has rapidly grown, with total output value exceeding 8 trillion yuan in 2024, but still faces structural challenges with about 30% of key high-end materials relying on imports [34]. - Significant breakthroughs are being made in various fields, including third-generation semiconductor materials and high-end alloys for aerospace applications [39]. Group 5: Aerospace - The aerospace sector has formed a dual-driven model of national major projects and commercial markets, with the C919 large aircraft and commercial space rapidly developing [42]. - The market size of China's aerospace manufacturing industry is expected to reach 601.7 billion yuan by 2025, with a compound annual growth rate of approximately 14.05% [42]. Group 6: Low-altitude Economy - The low-altitude economy, driven by various manned and unmanned aerial vehicles, is expected to reach a scale of 505.95 billion yuan in 2023, with a year-on-year growth of 33.8% [50]. - The market is projected to exceed 1 trillion yuan by 2026, with a compound annual growth rate of approximately 29.6% from 2021 to 2026 [50]. Group 7: Future Industries - Future industries represent cutting-edge technological and industrial development directions, including quantum technology, biomanufacturing, hydrogen energy, and brain-computer interfaces [61]. - The quantum technology sector is expected to grow significantly, with the industry scale projected to reach approximately 80 billion USD by 2024 and potentially near 1 trillion USD by 2035 [64].

Core Viewpoint - Shanghai has introduced measures to support the construction of the G60 Science and Technology Innovation Corridor, aiming to upgrade it to a "world-class" level and contribute to the establishment of an international science and technology innovation center in the Yangtze River Delta [1] Group 1: Policy Measures - The measures include 23 support policies focusing on building a technology innovation source, creating world-class industrial clusters, nurturing a first-class innovation ecosystem, and sharing technology innovation resources [1] - Key initiatives involve the development of the Shanghai Songjiang University Town Science and Technology Innovation Source, as well as the layout of the scientific instrument industry and 6G industry [1] Group 2: Songjiang University Town - The Songjiang University Town Science and Technology Innovation Source consists of an innovation core area and an industrial transformation area, featuring functions such as innovation research and development, technology transformation, industrial incubation, and production [2] - The area is home to 8 universities and 120,000 faculty and students, providing a dense resource of scientific and educational talent [2] - The comprehensive empowerment center in the university town is operational, promoting the transformation of scientific research achievements from universities and aligning them with key industries in the Songjiang District [2] Group 3: G60 Corridor Development - The G60 Science and Technology Innovation Corridor has progressed from the initial stage of platform construction and brand promotion to a deeper and more practical second stage [3] - The national "14th Five-Year Plan" emphasizes forward-looking layouts for future industries and breakthroughs in critical fields such as industrial mother machines and scientific instruments, which the measures align with [3]

Group 1: Important Market News - Tianbing Technology has completed key tests for its Tianlong-3 large liquid reusable launch vehicle, including the "one rocket 36 satellites" transport and vibration tests, confirming the structural stability and dynamic characteristics of the "36-satellite combination" [1] Group 2: Industry Insights - The Shanghai Municipal Government has issued measures to support the development of the aerospace industry, providing funding support of up to 15% of total investment, with a maximum of 50 million yuan for key projects in satellite manufacturing and commercial operations [2] - The satellite internet technology is encouraged for large-scale application, with a one-time reward of up to 10 million yuan for companies providing value-added services in communication, navigation, and remote sensing [2] - The satellite communication industry is expected to reach a market size of 200 to 400 billion yuan by 2030, marking a critical transition from "concept validation" to "large-scale application" [2] - A Chinese magnetic levitation team has achieved a world record by accelerating a ton-class test vehicle to 700 km/h in two seconds, marking a significant advancement in superconducting magnetic levitation technology [3] - The successful test indicates China's leading position in ultra-high-speed magnetic levitation, providing new methods for aerospace launch and testing, and enhancing the development of the aerospace and rail transit sectors [3] - The Shanghai Municipal Government has included 6G technology as a key focus in its measures to support the Yangtze River Delta G60 Science and Technology Innovation Corridor, aiming to create a national 6G comprehensive testing base by 2027 [4] - The 6G technology is seen as a crucial infrastructure for the digital economy and a key area for global technological competition, with plans to cultivate a new industrial cluster by 2030 [4]