氢能和核聚变能
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竞速未来产业 各地如何抢占新增长极
Xin Lang Cai Jing· 2026-01-07 16:09
(来源:北京商报) 近期,多个省份陆续公布地方版"十五五"规划建议,勾勒新质生产力培育、产业创新图景。当人工智 能、低空经济、商业航天渗透到千家万户,未来产业已成为各省"十五五"规划的"必争赛道"。未来产业 作为现代化产业体系的重要组成,以其前瞻性、引领性、颠覆性等特点,成为培育新质生产力的重要抓 手。从广东的"AI+机器人"、浙江的低空经济,到海南"种业+深海+航天"等特色布局,各地立足资源禀 赋与产业基础,走出差异化发展路径,推动未来产业从概念落地为区域经济增长极。 赛道选择:从独特优势到产业胜势 聚焦人工智能、量子科技、生物制造等前沿领域,各地纷纷前瞻布局重大项目,推动科技创新与产业创 新深度融合。比如北京提出培育全球领先的人工智能产业生态,加强高端芯片、基础软件等关键核心技 术攻关;浙江着力打造新兴支柱产业,加快人工智能、航空航天、低空经济、生物医药等产业集群发 展;广东更是明确将"人工智能+机器人"打造成为高技术、高成长、大体量的产业集群,锻造更多万亿 元级、千亿元级产业集群。 辽宁社会科学院副院长、研究员张万强对此表示,当前,以数字经济、人工智能为代表的新一轮科技革 命、产业革命加速推进,前沿技术 ...
发展壮大耐心资本大胆资本!深圳重大发布!
Zheng Quan Shi Bao Wang· 2025-12-29 23:36
(原标题:发展壮大耐心资本大胆资本!深圳重大发布!) 房地产市场方面,《建议》提到推动房地产高质量发展。推动房地产投资向保障房和改善性商品房两侧发力,落实商品房开发、融资、销售等基 础制度,加快构建房地产发展新模式。加强保障性住房建设、筹集、分配、管理,满足工薪群体和各类困难家庭基本住房需求。把解决好新市 民、青年人和外来务工人员的住房问题作为重中之重,完善"一张床、一间房、一套房"供应保障体系,健全住房租赁市场制度,让有志在深圳发 展的人进得来、留得下、住得安、能成业。 此前举行的"'十四五'广东成就"深圳专场新闻发布会所公布的数据显示,"十四五"前四年,深圳市地区生产总值从2020年的2.78万亿元,增至2024 年的3.68万亿元,年均增长5.5%、增速居一线城市首位。 深圳"十五五"规划建议全文公布。 12月29日,据深圳发布微信号消息,《中共深圳市委关于制定深圳市国民经济和社会发展第十五个五年规划的建议》(《建议》)全文公布。"十 五五"时期,深圳经济如何发力? 现代化产业体系是中国式现代化的物质技术基础,《建议》提到,加快推动新兴产业发展壮大、未来产业成形成势、传统产业优化升级,持续建 设好全球领 ...
经济日报评论员:苦练内功把握发展主动权——论贯彻落实中央经济工作会议精神
Jing Ji Ri Bao· 2025-12-20 07:27
日前召开的中央经济工作会议将"必须以苦练内功来应对外部挑战",作为新形势下做好经济工作新的认 识和体会之一,为我们做好明年的经济工作提供了重要遵循和行动指引。 放眼世界,百年变局加速演进,国际上单边主义、保护主义抬头,国际经济贸易秩序遇到严峻挑战,世 界经济增长动能不足。大国博弈更加复杂激烈,我国发展的外部环境压力增大,不确定、难预料因素增 多。必须苦练内功,以自身发展的确定性应对外部环境的不确定性,这既是大国发展的历史逻辑,也是 引领未来变革、在国际竞争与合作中掌握主动权和制高点的必然选择。 做强做优做大实体经济,增强自身实力。坚定不移实施制造强国战略,保持制造业合理比重,发展先进 制造业,构建以先进制造业为骨干的现代化产业体系。把握住新一轮科技革命和产业变革机遇,着力将 新能源、新材料、航空航天、低空经济等打造成为新兴支柱产业,加快建设现代化产业体系。前瞻布局 未来产业,推动量子科技、生物制造、氢能和核聚变能、脑机接口等成为新的经济增长点。优化提升传 统产业,通过锻长板、补短板、抓赋能、树品牌,加快传统产业转型升级。 从国内看,我国经济运行中的困难挑战仍然不少,供强需弱矛盾突出,重点领域风险隐患较多。这些 ...
“双轮驱动” 筑基“十五五”
Yang Shi Wang· 2025-12-14 13:07
e 660 572 3277 865 197 3 (U.H. F 开 近 310 15556 66 8 psol B 99 SS 联播+12月10日至11日,中央经济工作会议在北京举行。习近平总书记出席会议并发表重要讲话。 会议明确了2026年经济工作发展方向,强调"增强改革与政策的协同效应,推动经济运行和市场预期持续向好"。 与往年中央经济工作会议相比,本次会议在政策取向上对下一年经济工作进行了更为详尽、具体的部署,"改革"与"政策"成为贯穿本次会议经济工作部署 的高频词。 强大国内市场是中国式现代化的战略依托。 本次中央经济工作会议在部署2026年经济工作重点任务时,继续把内需工作摆在首位,强调"坚持内需主导,建设强大国内市场"。 近年来,习近平总书记高度重视提振消费、扩大内需工作。他说,"构建新发展格局的关键在于经济循环的畅通无阻","要牢牢把握扩大内需这个战略基 点,努力探索形成新发展格局的有效路径"。 回望2025年,我国将扩大内需作为稳增长的核心抓手之一,打出 "政策扩容+改革疏堵""组合拳"。 财政政策由"积极"转为"更加积极",发行1.3万亿元超长期特别国债,同步支持"两重"项目建设和"两新" ...
学习规划建议每日问答丨怎样理解前瞻布局未来产业
Xin Hua Wang· 2025-11-26 23:43
Core Viewpoint - The article emphasizes the importance of forward-looking planning and strategic positioning in future industries, highlighting key sectors such as quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication as new economic growth points [1][2][3] Group 1 - The urgency to seize development opportunities and enhance the foresight of future industry layout is crucial, as historical technological revolutions have consistently reshaped global competitive landscapes [1] - The current technological revolution is characterized by multiple breakthroughs and cross-disciplinary integration, necessitating a focused approach to select key areas for development [2] - Future industries are driven by cutting-edge technologies and exhibit high uncertainty, requiring targeted support policies to mitigate investment risks and foster a conducive ecosystem [3] Group 2 - At the national level, emphasis should be placed on accelerating the development of key industries such as quantum technology and biomanufacturing, while at the regional level, strategies should be tailored to local resources and conditions [2] - To address uncertainties in investment returns and development paths, it is essential to establish mechanisms for venture capital and promote successful experiences in future industry development [3] - Strengthening the innovation ecosystem by concentrating resources on enterprises and fostering the growth of leading technology companies and specialized small and medium-sized enterprises is vital for the future industry landscape [3]
如何把握“十五五”时期经济高质量发展着力点?权威解读
Yang Shi Wang· 2025-11-14 13:54
Core Viewpoint - The core focus of the article is on the "15th Five-Year Plan" which emphasizes high-quality development as the central theme for China's economic and social development in the upcoming five years, building on the previous "14th Five-Year Plan" [1][2]. Economic Development Strategy - The "15th Five-Year Plan" outlines seven strategic tasks aimed at promoting sustained and healthy economic development, which include building a modern industrial system, enhancing technological self-reliance, and optimizing regional economic layouts [2][3]. - The plan stresses the importance of economic construction as a priority, reflecting the party's long-standing commitment to economic development [3]. Technological Innovation - The plan prioritizes the establishment of a modern industrial system and emphasizes the need for innovation in key technologies to overcome reliance on external sources [4][5]. - It aims to foster new pillar industries, particularly in sectors like renewable energy, aerospace, and advanced materials, to drive economic growth [3][4]. Financial Support and Policy - Financial systems are urged to enhance support for major strategic areas and weak links, with a focus on providing comprehensive financial services for technological innovation [2]. - The government plans to optimize fiscal resource allocation to ensure effective use of funds in high-quality development areas [2][7]. Market and Economic Structure - The plan emphasizes the construction of a strong domestic market and the need to break down barriers to create a unified national market [6][8]. - It calls for the enhancement of the socialist market economy to ensure sustainable high-quality development [6]. Agricultural and Rural Development - The plan highlights the importance of modernizing agriculture and rural areas, ensuring that rural populations benefit from modernization efforts [9]. - It aims to establish mechanisms to prevent poverty and ensure sustainable development in rural regions [9]. Regional Coordination - The plan includes measures to promote regional coordinated development, emphasizing infrastructure connectivity and collaboration across administrative boundaries [10]. - It aims to create a framework for sustainable cooperation among different regions to leverage their respective advantages [10].
王一鸣谈“十五五”规划建议:持续增强高质量发展动力
Zheng Quan Shi Bao· 2025-11-01 02:35
Core Viewpoint - High-quality development is the primary task for building a modern socialist country and is the theme for the 14th Five-Year Plan period [1] Group 1: High-Quality Development - The focus should be on accelerating high-level technological self-reliance and developing new productive forces, achieving substantial breakthroughs in technological innovation and economic structure optimization [1] - A strong domestic market should be built to promote a consumption-driven economic model, ensuring a dynamic balance between supply and demand at a higher level [1] Group 2: Supply-Side Insights - Emphasis on leading the construction of a modern industrial system through technological innovation, capturing opportunities from the new round of technological revolution [2] - The manufacturing sector's reasonable proportion is crucial, with China's manufacturing share currently around 25%, which is still about 10 percentage points higher than the global average [2] Group 3: Demand-Side Strategies - Building a strong domestic market is essential, with a focus on combining investments in physical assets and human capital [3] - Increasing public service spending and enhancing human resource development are necessary to adapt to demographic changes and ensure sustainable economic growth [3] Group 4: Consumer Spending - Improving the resident consumption rate is linked to increasing resident income, which can be achieved through urban and rural income growth plans and reallocating investment funds to public services [4]
学习笔记|推动科技自立自强 提升产业链安全性和竞争力
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-30 15:45
Core Viewpoint - The 15th Five-Year Plan emphasizes the importance of technological self-reliance and innovation as key drivers for China's economic and social development, aiming to enhance the overall effectiveness of the national innovation system and promote high-quality development [2][4]. Group 1: Technological Innovation - The 15th Five-Year Plan aims to significantly improve the level of technological self-reliance and innovation, focusing on breakthroughs in key core technologies such as integrated circuits, advanced materials, and biomanufacturing [3][5]. - There is a strong emphasis on the integration of technological innovation and industrial innovation, with a call for a new type of national system to support decisive breakthroughs in critical areas [3][6]. - The plan highlights the need for a coordinated approach to education, technology, and talent development, fostering a robust ecosystem for innovation [4][6]. Group 2: Future Industries - The plan outlines the necessity to cultivate and expand emerging and future industries, including renewable energy, aerospace, and quantum technology, to drive economic growth [5][6]. - It advocates for the implementation of large-scale application demonstration actions for new technologies and products, aiming to accelerate the development of emerging industries [5]. - The exploration of diverse technological routes and viable business models is essential for positioning future industries as new economic growth points [5][6]. Group 3: Talent Development - The 15th Five-Year Plan emphasizes the importance of nurturing top-tier innovative talent and establishing a global influence in education and scientific research [4]. - It calls for a comprehensive mechanism to promote the development of education, technology, and talent, ensuring a synergistic relationship between technological innovation and talent cultivation [4]. - The plan aims to optimize the talent structure and promote regional coordination in talent development, addressing the need for strategic scientists and skilled professionals [4].
“十五五”规划学习体会:“十五五”规划建议的10个关键细节
KAIYUAN SECURITIES· 2025-10-30 06:11
Group 1: Key Achievements and Goals - The "14th Five-Year Plan" achieved significant milestones, marking a strong start for the new journey towards the second centenary goal[5] - The "15th Five-Year Plan" is positioned as a critical phase in achieving socialist modernization, emphasizing continuity in guiding ideology and urgency in addressing uncertainties[6] - The implicit economic growth target for the "15th Five-Year Plan" is around 5%, with a focus on maintaining growth within a reasonable range to reach the per capita GDP level of moderately developed countries by 2035[7][21] Group 2: Technological and Economic Strategies - The plan emphasizes enhancing self-reliance in technology, with specific measures to boost productivity and foster innovation in key sectors such as integrated circuits and advanced materials[8][36] - The strategy includes a focus on balancing supply and demand, with a significant emphasis on boosting domestic consumption and investing in human capital[9][41] - The plan aims to maintain reasonable investment growth, particularly in public services and infrastructure, with an estimated investment demand exceeding 5 trillion yuan for urban infrastructure upgrades[10][57] Group 3: Fiscal and Market Reforms - The plan highlights the need for sustainable fiscal policies and the activation of existing resources to enhance macroeconomic governance[11] - It calls for the establishment of a unified national market, addressing barriers to competition and promoting a more integrated economic environment[10][65] - The emphasis on expanding high-level openness and balancing imports and exports is aimed at fostering a more resilient economic structure[10][62]
宏观研究:“十五五”建议稿学习
China Post Securities· 2025-10-30 02:38
Group 1: Economic Outlook - The "15th Five-Year Plan" emphasizes the need for high-quality development amidst increasing external challenges and uncertainties, including geopolitical conflicts and economic protectionism[3] - The plan sets a qualitative goal for economic growth to remain within a reasonable range, with significant achievements in high-quality development[3] - Despite external pressures, China's economic foundation remains solid, with strong resilience and potential for long-term growth[9] Group 2: Policy Directions - The plan outlines 12 key tasks focusing on optimizing supply, expanding demand, ensuring safety, and balancing fairness[3] - A more proactive macroeconomic policy is highlighted, with an emphasis on developing diverse financial instruments and strengthening financial regulation[20] - The plan aims to enhance the initial income distribution mechanism, promoting a market-driven approach to compensation based on contribution[24] Group 3: Investment and Consumption - The inbound tourism market is recovering, with 15.89 million foreign visitors from January to August 2025, a 52.1% increase year-on-year, indicating a potential boost in consumer spending[17] - Infrastructure investment is expected to rise due to industrial transfers and population movements, particularly in western and northeastern regions[18] - The plan stresses the importance of consumer spending, with initiatives to cultivate international consumption centers and expand inbound consumption[17]