在此基础上，四川积极打造人工智能、高端能源装备、航空航天等17条重点产业链；布局25条产业新赛 道，加快培育机器人、集成电路等新兴产业，以及第六代移动通信(6G)、量子科技、元宇宙等未来产 业；人工智能、生物技术、卫星网络、无人机等重点领域保持两位数以上增长。 截至目前，四川规模以上工业企业数量达到1.99万家，A股上市工业企业134家(占四川全部A股上市公 司的四分之三)，累计培育国家专精特新"小巨人"企业486家、国家单项冠军企业29家、世界500强企业3 户，上云企业43万家。 特别地，四川绿色低碳优势产业营收占比达28.2%，单位工业增加值能耗较2020年下降15.4%。四川工 业规模、结构和质效持续提升，工业"成色"更加耀眼。 在产业体系方面，四川坚持传统产业转型升级，新兴产业、未来产业发展壮大"两手抓"，电子信息、食 品轻纺、能源化工3个产业规模先后迈上万亿级台阶，装备制造、先进材料、医药健康3个产业正加速迈 向万亿大关。 全景网自"决胜'十四五'续写新篇章"系列主题新闻发布会获悉："十四五"期间，四川省规模以上企业工 业增加值年均增长6.6%，总量从1.34万亿元增至1.79万亿元，全国排位升至 ...

华龙证券指出，2025年政府工作报告中提到扩大5G规模化应用，以及培育生物制造、量子科技、具身 智能、6G等未来产业。此外，国家正在推动设立"航母级"的国家创业投资引导基金，将带动一万亿元 资本聚焦人工智能、量子科技、氢能储能等前沿领域，有望带动相关通信产业链加速发展。 银河证券认为，5G全球领先，新旧动能转换赋能新质生产力，AI布局有望超预期。5G网络建设稳步推 进，千兆用户规模持续扩大。运营商盈利能力、现金流资产不断改善、资产价值优势凸显，运营商业绩 持续增长或超预期，5G+AI"收获期"大有可为。 工信部发布2025年前8个月通信业经济运行情况，5G网络建设稳步推进。截至8月末，5G基站总数达 464.6万个，比上年末净增39.5万个，占移动基站总数的36.3%，占比较前7个月提高0.3个百分点。 ...

Core Viewpoint - The 9.3 military parade serves as a "preview" of China's future industries, highlighting the importance of developing future industries as a driver for high-quality economic growth and a factor in a country's global competitiveness and influence [2][8]. Group 1: Military Equipment and Technological Advancements - 84% of the equipment showcased in the parade was revealed for the first time globally, including advanced weapons like the J-20S and DF-61 [4]. - The rapid development of "sci-fi" military equipment over six years reflects the integration of cutting-edge technologies from civilian sectors, such as AR glasses in tanks and advanced radar systems [6][8]. Group 2: Future Industries Strategy - The concept of "future industries" was first introduced in the 14th Five-Year Plan, emphasizing the need for strategic layout in areas like brain-like intelligence, quantum information, and hydrogen energy [7]. - By 2024, six major battlegrounds for future industries have been identified: future manufacturing, information, materials, energy, space, and health, encompassing 78 key tracks [7][8]. Group 3: Investment and R&D Growth - During the 14th Five-Year Plan, China's total R&D investment reached 3.6 trillion yuan, a nearly 50% increase from the end of the 13th Five-Year Plan, solidifying its position as the second-largest R&D investor globally [8][15]. - The focus of R&D investment is shifting towards foundational fields and strategic emerging industries, with expectations that basic research funding will exceed 8% by 2025 [16][17]. Group 4: Production Services and Industry Competitiveness - The development of productive services is crucial for enhancing industrial competitiveness and resilience, with China's productive services accounting for about 31% of GDP, still below the EU average of 40% [18][24]. - Recommendations include fostering numerous small and medium-sized enterprises in productive services and developing leading firms in this sector to enhance overall industrial efficiency [25]. Group 5: Global Competitors and Strategic Focus - Countries like the U.S., Germany, Japan, and South Korea are focusing on strategic areas such as AI, manufacturing, and renewable energy, with each country having its unique industrial emphasis [28][30]. - China's competitive landscape shows strengths in areas like renewable energy and quantum communication while striving to catch up in critical technology sectors like AI [34]. Group 6: Market Projections for Future Industries - By 2030, the market size for key future industries in China is projected to reach approximately 10 trillion yuan, with specific sectors like future intelligence expected to grow to 5 trillion yuan [43]. - Other sectors, such as quantum information and low-carbon energy, are also anticipated to see significant market growth, with projections of 300 billion yuan and 1.6 trillion yuan, respectively [44][46]. Group 7: Emerging Technologies and Innovations - Technologies such as general artificial intelligence, humanoid robots, and controllable nuclear fusion are highlighted as key areas for future growth, with significant market potential and advancements expected in the coming years [51][54][55]. - The new energy storage sector is experiencing rapid growth, with China's new energy storage installations expected to exceed 73.7 GW by 2024, representing over 40% of the global total [56].

Core Insights - The economic development new momentum index for China in 2024 is projected to be 136.0, reflecting a 14.2% increase from the previous year, indicating strong growth in new industries, new business formats, and new models [1] Group 1: Economic Vitality - The economic vitality index for 2024 is estimated at 130.9, up 14.5% year-on-year, with 27.37 million new business entities established, averaging 24,000 new enterprises daily [2] - High-tech industry investment is expected to grow by 8.0%, outpacing overall investment growth by 4.8 percentage points, with high-tech manufacturing and services increasing by 7.0% and 10.2% respectively [2] - The express delivery sector is projected to handle 175.1 billion packages, generating revenue of 1.4034 trillion yuan, contributing to new consumption growth and economic circulation [2] Group 2: Innovation-Driven Growth - The innovation-driven index for 2024 is forecasted at 138.5, a 13.2% increase from the previous year, with R&D expenditure reaching 3.6 trillion yuan, up 8.3% [3] - Basic research funding is expected to rise to 249.7 billion yuan, a 10.5% increase, with the number of specialized "little giant" enterprises reaching 14,600 [3] - The number of high-value invention patents per 10,000 people is projected to increase by 2.2 to 14, with technology contract transaction value reaching 6.8354 trillion yuan, up 11.2% [3] Group 3: Network Economy - The network economy index is anticipated to reach 142.4 in 2024, reflecting a 16.2% increase, with mobile internet access traffic expected to hit 3,376 billion GB, an 11.6% growth [4] - The number of 5G base stations is projected to reach 4.25 million, accounting for 33.6% of total mobile base stations, an increase of 4.5 percentage points from the previous year [4] - Online retail sales are expected to reach 15.2 trillion yuan, growing by 7.2%, with physical goods online retail sales increasing by 6.5%, outpacing the growth of total social retail sales by 3.0 percentage points [4] Group 4: Continuous Transformation and Upgrading - The transformation and upgrading index for 2024 is projected at 127.8, a 12.5% increase, with the added value of strategic emerging industries continuing to accelerate [5] - High-tech manufacturing value added is expected to grow by 8.9%, outpacing the growth of overall industrial value added by 3.1 percentage points, with its share rising to 16.3% [5] - Non-fossil energy's share of total energy consumption is expected to increase by 1.8 percentage points, with electric vehicle exports surpassing 2 million units and lithium battery exports exceeding 3.9 billion units, setting a historical high [5]

Group 1 - The core argument emphasizes the necessity of innovation-driven growth for achieving high-quality development in China, highlighting the strategic importance of technology modernization to support national development goals by 2035 [1] - The article discusses the historical significance of technology as a fundamental driving force for the rise and fall of major powers, asserting that enhancing independent innovation capabilities is essential for addressing major risks and seizing strategic opportunities [1] - It stresses the importance of a unified leadership system for technology work under the Communist Party, indicating that improvements are needed in the management system for national science and technology projects [2] Group 2 - The construction of national strategic scientific and technological forces is crucial, with a focus on addressing gaps in core technologies and enhancing organizational efficiency in strategic technology initiatives [3] - The article highlights the significant role of market forces in driving technological innovation, noting that approximately 80% of R&D investment comes from enterprises, and emphasizes the need for enterprises to take a leading role in major technology projects [3] - It points out the importance of combining goal-oriented approaches with free exploration in building a strong foundation for becoming a world-leading technology power, while also recognizing the need for improved basic research investment and ecosystem [4]

Group 1 - The State-owned Assets Supervision and Administration Commission emphasizes the importance of developing new productive forces tailored to local conditions, optimizing the layout of strategic emerging industries, and accelerating breakthroughs in key core technologies [1] - Future industries, driven by cutting-edge technologies, are in the early stages of development and are expected to significantly support and drive the national economy [2] - Major countries are enhancing their future industry layouts to gain a competitive edge in the global industrial landscape, which is also crucial for national competitiveness in China [2] Group 2 - The Ministry of Industry and Information Technology and other departments issued guidelines aiming to establish a future industry development model by 2025, encouraging local governments to leverage local resources and industry chain advantages [3] - Cities like Beijing, Shanghai, and Shenzhen are actively implementing special plans and support policies for future industries, integrating these into their economic development strategies [3] - Shenzhen has been cultivating future industries such as marine, aerospace, and life health since 2013, resulting in several areas becoming globally competitive strategic emerging industries [3] Group 3 - Strengthening basic research is essential for supporting technological innovation in future industries, with a focus on addressing research gaps in key and core technologies [4] - Encouraging innovation and creating a supportive environment for researchers to explore new ideas is vital for the development of future industries [4] - Regions with strong technological foundations are encouraged to act as pioneers in developing new industries, while less developed areas should focus on leveraging traditional strengths to foster future industries [4] Group 4 - State-owned enterprises are encouraged to deepen reforms and increase R&D investments to lead in future industry development [5] - Creating a stable and transparent business environment is essential for fostering innovation and encouraging private enterprises to explore future industries [5] - The integration of industry and education is crucial for developing skilled professionals who can quickly adapt to new technologies and contribute to the commercialization of innovations [5]

Group 1 - The core viewpoint emphasizes that technological innovation is key to leading the development of new productive forces, with Anhui officially launching the Yangtze River Delta National Technology Innovation Center, marking a significant step in regional collaborative innovation and national strategy service [1][3] - Anhui plans to deepen cooperation with Jiangsu, Zhejiang, and Shanghai in key areas, aiming to build a national strategic technology force and major technological infrastructure through resource integration and leveraging respective advantages [3][4] - The Yangtze River Delta National Technology Innovation Center plays a crucial role in this collaborative development, having been established in June 2021, and aims to combine national strategic deployment with regional innovation needs [3][4] Group 2 - The center has established over 100 R&D platforms in various fields, gathered more than 18,000 R&D personnel, and incubated over 1,700 enterprises, demonstrating its significant impact on technological innovation [4] - The center has formed strategic partnerships with over 200 domestic and international universities and research institutions, jointly training more than 7,000 graduate students and PhDs [4] - Future plans include focusing on Anhui's industrial innovation system and integrating innovation resources with local industrial needs, promoting the transformation of research results into practical applications [4][5] Group 3 - Anhui is emerging in new technology fields such as quantum technology, artificial intelligence, and new materials, supported by rich educational resources and strong policy backing [5][6] - The three provinces and one city have established a collaborative mechanism for policy coordination, ensuring smooth implementation of policies related to technology projects, talent introduction, and funding support [5][6] - There is a need to continuously enhance policy collaboration and execution to improve the efficiency of policy implementation and support for enterprises and research institutions [5][6] Group 4 - The integration of technology and industry is becoming a core driver for high-quality regional development, with plans to establish innovation platforms and joint research funds in the Yangtze River Delta [7][8] - Anhui is actively supporting local automotive companies in collaboration with those in Jiangsu and Zhejiang, focusing on areas like battery swap vehicle development and shared charging stations [7][8] - The construction of an industrial innovation belt aims to enhance collaboration among cities along the Yangtze River Delta, facilitating resource sharing and competitive advantage [8][9]

Group 1 - The event held during the 8th Digital Summit in Fuzhou, Fujian, focused on signing key projects in the digital economy, aiming to enhance high-quality development through digitalization [1] - A total of 50 digital economy projects were signed, with a total investment of 50.5 billion yuan, highlighting a strong focus on digital core industries [2] - The majority of the projects (41 out of 50) are related to digital industrialization, with over 90% of the total investment amounting to 46 billion yuan [2] Group 2 - The signed projects include collaborations with major state-owned enterprises and leading digital economy companies, showcasing a diverse investment landscape [2] - Over 85% of the projects are funded by private capital, reflecting the success of Fujian's strategy to strengthen the private economy and improve the business environment [2] - The projects cover new industries such as computing power, robotics, and satellite applications, as well as emerging fields like internet healthcare and smart logistics, indicating a robust innovation trajectory in Fujian's digital economy [2] Group 3 - Since the last summit, Fujian has signed 455 digital economy projects, representing an 8% increase, with a total investment of 228 billion yuan, a 12% increase [3] - The cumulative effect of the previous seven summits has led to over 3,000 digital economy projects with a total investment exceeding 1.8 trillion yuan, underscoring the effectiveness of the summit [3] - Future initiatives will focus on enhancing the business environment and responding to new demands from enterprises, aiming to support project implementation and industry development [3]