作为经济稳定运行的"压舱石"，中国工业如何在2026年实现中高速增长备受关注。 新年以来，各地的"两会"、工业和信息化工作会议密集对工业稳增长作出部署，明确2026年工业增速目 标，并围绕加快传统产业升级、新兴产业壮大、未来产业成势等方面提出一系列新举措。此外，工信部 还多次点名工业大省要"勇挑大梁"。 工信部将"全力巩固工业经济稳中向好态势"列为2026年首要任务，强调要着力稳增长、强创新、促融 合、优治理、防风险，加快建设现代化产业体系，确保实现"十五五"良好开局。 2026年全国规模以上工业增加值有望达到5%左右的中高速增长水平。 财信金控首席经济学家伍超明告诉第一财经记者，2026年随着新质生产力稳步发展以及新型政策性金融 工具、5000亿元地方政府债务结存限额等政策发力显效，有望继续对工业生产形成支撑。在出口维持增 长、企业盈利改善和"十五五"开局之年产业项目的带动下，预计2026年全国规模以上工业增加值有望达 到5%左右的中高速增长水平。 工业大省2026年挑大梁 2025年，工业生产呈现出增长较快、结构向优、动能向新的特点，为经济稳定运行发挥了重要的支撑作 用。 数据显示，2025年，规模以上工 ...

2025年，全国规模以上工业增加值比上年增长5.9%，保持较快增长态势，增速较上年加快0.1个百 分点。国家统计局工业统计司副司长王新说，工业生产平稳向好，多数行业、产品保持增长。 分门类看，2025年，采矿业、制造业、电力热力燃气及水生产和供应业增加值比上年分别增长 5.6%、6.4%、2.3%；分行业看，41个工业大类行业中36个行业增加值增长，增长面达87.8%；分产品 看，在统计的623种主要工业产品中，368种产品产量增长，增长面为59.1%。 2025年，在外部环境不稳定不确定性明显上升的背景下，规模以上工业企业实现出口交货值15.8万 亿元，比上年增长2.2%，展现出较强韧性和活力。其中，装备制造行业出口表现亮眼，铁路船舶航空 航天、专用设备、汽车行业出口交货值分别增长24.2%、10.2%、7.5%。 人民日报海外版记者 王俊岭 日前，工业和信息化部办公厅公布了2025年度国家重点研发计划高新技术成果产业化试点名单。超 高储能密度电介质材料及器件、大吨位碳纤维复合材料拉索、航空液压系统高性能密封件等一批优秀成 果入围，成为中国工业经济高质量发展的生动缩影。 国家统计局表示，2025年，面对国内 ...

1月21日，北京市经济和信息化局发布《关于开展2026年"创赢未来"成长计划的通知》，强调"未来产业 领域掌握关键核心技术、具备较强创新能力的海内外企业和创新团队，均可报名参加'创赢未来'成长计 划"。 此外，上海市、重庆市、四川省、安徽省等多地近日密集围绕未来产业部署新一轮工作。中国电子商务 专家服务中心副主任郭涛对《证券日报》记者表示，未来产业事关国民经济社会高质量发展和产业结构 优化升级全局。多地积极作为，有助于立足自身优势推动未来产业创新发展，为相关技术、产品和服务 从实验室走向现实应用、实现产业化落地提供有力支撑。 精准响应企业金融需求 从本轮举措看，地方相关部门推动未来产业创新发展的抓手各有侧重，其中，扶持企业成长壮大、加大 金融支持力度两项举措备受关注。 北京改革和发展研究会特约研究员田惠敏对《证券日报》记者表示，未来产业尚处于产业化初期，技术 路线探索、科技成果转化、应用场景落地、商业模式探索等任务的核心载体都是企业。多地将工作重点 放在企业成长上，以开展专项辅导、提供高额奖励的方式支持和陪伴一批企业成长壮大，是尊重产业发 展客观规律的表现，也是更好完成上述任务的务实举动。 企业成长壮大、产业 ...

新质生产力引领产业高质量发展 "2025年，我国规模以上工业增加值同比增长5.9%，制造业增加值占GDP比重保持稳定，制造业规模有 望连续16年保持全球第一，工业和信息化领域对经济增长的贡献超四成。"1月21日，在国务院新闻办公 室举行的新闻发布会上，工业和信息化部副部长张云明等亮出2025年工业经济发展成绩单。 实体经济与数字经济加速融合 "初步核算，到2025年末我国数字产业收入约38.3万亿元，实现利润3.1万亿元。"张云明说，相比"十三 五"末期(2020年)分别累计增长约39.5%、48.4%。 "2025年，全球人工智能技术加速创新迭代，与各行业、各领域融合不断加深，中国人工智能产业也亮 点纷呈、活力迸发。"张云明说，"十四五"以来，工业和信息化部一体推进技术攻关、成果转化和产业 化发展，因地制宜发展新质生产力，为我国经济发展提供强大动力。 一批"含新量"高的创新成果竞相涌现。钙钛矿材料、永磁材料、动力电池等技术处于国际先进水平，新 型网络、高速通信、先进计算、新兴软件、区块链等技术加快迭代，基于新型量子技术的原子钟、磁力 仪等样机研制成功，超导量子计算机、光量子计算机实现量子优越性，脑机接口技术 ...

"2025年，全球人工智能技术加速创新迭代，与各行业、各领域融合不断加深，中国人工智能产业 也亮点纷呈、活力迸发。"张云明说，"十四五"以来，工业和信息化部一体推进技术攻关、成果转化和 产业化发展，因地制宜发展新质生产力，为我国经济发展提供强大动力。 一批"含新量"高的创新成果竞相涌现。钙钛矿材料、永磁材料、动力电池等技术处于国际先进水 平，新型网络、高速通信、先进计算、新兴软件、区块链等技术加快迭代，基于新型量子技术的原子 钟、磁力仪等样机研制成功，超导量子计算机、光量子计算机实现量子优越性，脑机接口技术从医疗领 域向教育、工业等领域加速拓展。 工业和信息化领域对经济增长贡献超四成 人工智能产业亮点纷呈 "2025年，我国规模以上工业增加值同比增长5.9%，制造业增加值占GDP比重保持稳定，制造业规 模有望连续16年保持全球第一，工业和信息化领域对经济增长的贡献超四成。"1月21日，在国务院新闻 办公室举行的新闻发布会上，工业和信息化部副部长张云明等亮出2025年工业经济发展成绩单。 新质生产力引领产业高质量发展 一批应用前景广的新产品加快迈向市场。智能机器人等终端产品不断成熟，投入使用。生物制造产 品在医 ...

Core Viewpoint - The interview with Li Lecheng, Minister of Industry and Information Technology, emphasizes the importance of implementing the spirit of the Central Economic Work Conference to ensure a strong start for the "14th Five-Year Plan" by focusing on innovation-driven development and building a modern industrial system with international competitiveness [2][3]. Group 1: Industrial Economic Stability - The industrial economy in China is expected to maintain stability and growth, with a focus on four key areas: stabilizing growth in key industries and regions, expanding effective demand, promoting value creation, and enhancing the vitality of business entities [3][4]. - Key industries and regions account for 80% of the total industrial output, necessitating targeted support and policy measures to ensure their growth [3]. Group 2: Modernization of the Industrial System - The "14th Five-Year Plan" aims to accelerate the modernization of the industrial system by promoting intelligent, green, and integrated development in manufacturing [5][6]. - Traditional industries will undergo renewal through the implementation of targeted upgrade plans, while new industries will be developed to create new growth drivers [5][6]. Group 3: Technological Innovation - The Ministry plans to enhance the integration of technological and industrial innovation, focusing on high-quality technological supply and the establishment of national manufacturing innovation centers [8][9]. - There will be an emphasis on increasing the participation of enterprises in major national technology projects and enhancing their innovation capabilities [8]. Group 4: Digital Transformation - The Ministry will promote the digital transformation of manufacturing through the large-scale application of industrial internet and artificial intelligence technologies [10][11]. - Efforts will be made to improve data quality and facilitate the digital transition of enterprises, particularly small and medium-sized enterprises [10][11].

Core Insights - The company emphasizes strategic stability during adversity, focusing on its core chemical business while also investing in biotechnology as a new growth engine [1] Group 1: Business Strategy - The company is a leader in the polymer materials anti-aging industry and has experienced rapid growth since its listing on the Shenzhen Stock Exchange in 2017 [2] - The company identifies three global trends: supply chain restructuring, energy transition, and the omnipresence of AI, which will guide its R&D and investment strategies [2] - The company is committed to technological innovation to upgrade its business, expanding from material anti-aging to human anti-aging products, with nine categories of traditional chemical sunscreen products already launched [2][3] Group 2: International Expansion - The company is actively pursuing international expansion, as evidenced by its recent announcement of capital increases to support the construction of a research and production base in Malaysia [2] - The company aims to establish a robust supply chain to support emerging industries such as new energy vehicles and flexible displays through acquisitions and new production bases [3] Group 3: Biotechnology Development - The company views biotechnology as a strategic new engine for growth, focusing on life sciences to create long-term value [3] - The company has invested in R&D for small nucleic acid drugs, biomanufacturing, and personal care, collaborating with institutions like Tianjin University [3] Group 4: Operational Efficiency - The company has implemented a ten-year strategic planning management model to ensure effective execution of its strategies [4] - The management team has maintained a zero voluntary turnover rate, indicating strong organizational cohesion [4] - The company has outlined three key areas for capital expenditure: differentiated domestic investments, a focus on biological innovation, and increased international presence [4]

Economic Growth and Development - During the "14th Five-Year Plan" period, the GDP of Xinxiang County increased from 21.77 billion to 31.8 billion, with per capita GDP exceeding 90,000, ranking first among eight counties and cities [2] - The general public budget revenue rose from 1.06 billion to 1.4 billion, with an average annual growth of 5.8%, maintaining an 80% tax ratio, also ranking first among eight counties and cities [2] - By the end of the "14th Five-Year Plan," the per capita disposable income of residents reached 35,000, which is 1.3 times that of the end of the "13th Five-Year Plan," maintaining the absolute first position among eight counties and cities [2] Strategic Focus for Future Development - Xinxiang County has identified eight key focus areas for economic work in 2026 to ensure a strong start for the "15th Five-Year Plan" [2] - The county aims to enhance domestic demand, integrate into the national unified market, and promote efficient governance reforms [3] - There is a focus on strengthening the real economy and building a modern industrial system, with plans to implement a "special industry cluster excellence upgrade plan" [3] Innovation and Industrial Development - The county plans to promote innovation-driven development and enhance the integration of technological and industrial innovation [3] - Efforts will be made to establish an industrial innovation alliance centered around leading enterprises and to develop the "Xinxiang Manufacturing" regional brand [3] - The goal is to attract and cultivate significant projects in sectors such as industrial robotics, artificial intelligence, biomanufacturing, and new energy [3] Rural Revitalization and Environmental Protection - Xinxiang County is committed to comprehensive rural revitalization, ensuring food security, and enhancing agricultural productivity [4] - The county aims to strengthen pollution prevention and accelerate the transition to a green and low-carbon economy, with specific targets for reducing emissions and increasing green manufacturing enterprises [4] - There is a focus on improving public services in education, healthcare, and social security to enhance the quality of life for residents [5] Governance and Safety - The county emphasizes the importance of balancing high-quality development with safety, implementing effective governance through party leadership and data-driven approaches [5] - There are measures in place to mitigate financial risks and ensure compliance with land protection policies [5] - The county aims to enhance community safety and maintain social stability through ongoing efforts against crime and illegal land use [5]

Group 1 - The core economic temperature of China is reflected in daily life changes, such as the rise of new retail experiences and increased tourism among the elderly, indicating a solid foundation for economic growth [1] - The Central Economic Work Conference emphasizes achieving greater breakthroughs in quality and effectiveness, providing important guidance for the start of the 14th Five-Year Plan [1] - Technological advancements, including intelligent robots and breakthroughs in quantum communication and biomanufacturing, are creating new growth points and reinforcing the foundation for high-quality economic development [1] Group 2 - The resilience of the industrial chain has contributed to stability, with new energy vehicle sales reaching 14.78 million units in the first 11 months, a year-on-year increase of 31.2%, supported by collaboration among numerous component manufacturers [2] - The logistics sector has shown robust performance, with express delivery volumes exceeding 18 billion packages in the first 11 months, reflecting the vibrant consumer market [2] - Policy support has strengthened development, with the Hainan Free Trade Port officially starting operations, offering over 6,600 tax-free items to enhance consumer benefits and create broader opportunities for employment and entrepreneurship [2] Group 3 - Looking ahead, the Central Economic Work Conference has set the tone for the next year, focusing on stability and quality improvement, with investments in people's livelihoods as a priority [3] - The emphasis on enhancing medical services, stabilizing employment, and improving elderly care aims to ensure economic stability and progress [3]

Core Insights - The future industrial core tracks in China are distributed across six major fields: quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication, characterized by strategic, leading, and disruptive features [1][6] Group 1: Future Industry Landscape - The Chinese government emphasizes "forward-looking layout of future industries" as a strategic initiative to clarify the main direction of industrial structure and reveal key driving forces for advanced industrial foundation and modernization of the industrial chain [1][6] - Major economies globally are experiencing a new wave of technological innovation leading to industrial innovation, with AI, biotechnology, controllable nuclear fusion, and quantum technology driving rapid marketization and industrialization [2] Group 2: Technological Advancements - Breakthroughs in clean energy technologies are accelerating global decarbonization, with solar photovoltaic capacity expected to reach 341 GW and 235 GW for ground-mounted and distributed solar respectively by 2030 [3] - The hydrogen energy sector is projected to account for 18% of global energy demand by 2050, while the nuclear fusion market is expected to grow to approximately $2.26 trillion by 2035 [3] - Quantum technology advancements are expected to lead to a global quantum computing market size of $20 billion and quantum communication market of $42.1 billion by 2030 [3] Group 3: China's Competitive Advantages - China possesses unique advantages in developing future industries, including a new type of national system for resource concentration, a complete industrial system for engineering and industrialization, and a vast market for commercializing new technologies [6][10] - The country has emerged as a leader in various fields, such as brain-computer interfaces, biomanufacturing, and quantum technology, with significant achievements in each area [7][8] Group 4: Policy and Strategic Initiatives - The Chinese government has issued several policy documents to promote innovation in future industries, including specific guidelines for brain-computer interfaces and biomanufacturing [9] - A comprehensive ecosystem for future industries is being constructed, focusing on technology breakthroughs, scene verification, industrial applications, and system upgrades [9][10] Group 5: Investment and Innovation - The development of future industries requires strengthening infrastructure, enhancing original innovation, and deepening the integration of technological and industrial innovation [11][12] - Establishing a risk-sharing mechanism for investment in future industries is crucial, with a focus on government-led initiatives to attract social capital [13][14]