转自：北京日报客户端 2016年8月，《华盛顿邮报》刊出一篇评论文章，标题刺眼，结论决绝——《为什么中国无法主导下一 代制造业》（Why China won't own next-generation manufacturing）。 作者斯坦福大学教授、美国技术性创业家瓦德瓦维韦克·瓦德瓦（Vivek Wadhwa）几乎没有给中国制造 业留下任何余地。 他写道，中国过去三十年的高速增长已经走到尽头，工资上涨、劳工问题、环境压力正在侵蚀制造业根 基；即便中国发力猛追，但在机器人、3D打印、工业互联网等领域无论投入多么巨额的资金，也注定 失败；中国的工程师"数量很多，但质量很差"，难以胜任高端技术工作；随着自动化推进，制造业将在 五到十年内大规模回流美国，而中国的出口导向型制造业，只会加速衰落。 那不是一种审慎的怀疑，更像一次提前写好的中国制造"死刑判决"。几乎每句话都在向全球读者传递同 一个信息，那就是中国制造业的天花板已经显现，它不可能再向上。 偏见是人心里的一座大山，九年过去，当我们回看这篇文章时，很难不产生一种复杂的情绪。不是因为 中国赢了，而是因为当年这位学者的语气如此笃定、如此傲慢，甚至不留后路，硬生 ...

Market Performance - The main board led the gains with notable increases in stocks such as Hu塑控股 (+10.13%), 徕木股份 (+10.04%), and 冠捷科技 (+10.04%) [1] - The ChiNext board saw significant growth with 长盈精密 (+20.01%) and 鸿富瀚 (+20.01%) leading the charge [1] - The Sci-Tech Innovation board was also strong, with 中科蓝讯 (+20.00%) and 芯原股份 (+17.34%) showing impressive performance [1] - Active sub-industries included SW Consumer Electronics Components and Assembly (+6.64%) and SW Digital Chip Design (+5.72%) [1] Domestic News - A new project for the ARAI glasses by 艾邦 was signed, with a total investment exceeding 300 million yuan and a target annual production capacity of 1 million sets [1] - Huawei announced two patents related to silicon carbide heat dissipation, aimed at improving the thermal management of electronic devices [1] - 联发科 launched the Dimensity 9500 flagship 5G AI chip, utilizing TSMC's 3nm process and achieving significant performance improvements over its predecessor [1] - KLA reported that TSMC has secured orders for its first-generation 2nm process from about 15 clients, indicating strong demand driven by AI applications [1] Company Announcements - 艾融软件 announced a cash dividend of 0.50 yuan per 10 shares, totaling 10,444,165 yuan [3] - 并行科技 plans to purchase AI computing servers and related equipment for a total contract amount not exceeding 113.39 million yuan [3] - 力鼎光电 declared a cash dividend of 0.30 yuan per share, amounting to 123,205,200 yuan [3] - 波长光电 announced a cash dividend of 0.5 yuan per 10 shares [3] Overseas News - Ericsson secured an 8-year contract worth 12.5 billion Swedish Krona (approximately 1.33 billion USD) to provide 5G communication equipment for Vodafone's UK network [1] - Ibiden plans to increase the production of integrated circuit packaging substrates for AI servers, expecting a 150% increase by 2027 compared to 2024 levels [1] - The U.S. House recently passed an amendment prohibiting the military from purchasing digital display technology from Chinese or Russian state-owned enterprises [1] - JK Materials announced its first order for OLED panel film materials, which are crucial for improving panel yield in smartphone production [1]

Core Insights - Ericsson has signed an 8-year contract worth 12.5 billion Swedish Krona (approximately 9.467 billion RMB) with Vodafone Three to provide 5G communication equipment in the UK [1][4] - Vodafone Three was formed from the merger of Vodafone and CK Hutchison's Three UK, and plans to invest 11 billion GBP (approximately 105.64 billion RMB) over the next 10 years to establish an advanced independent 5G network in Europe [1][4] - Vodafone Three is now the largest operator in the UK with approximately 28.8 million users [1] Group 1 - The contract positions Ericsson as a major supplier for the core network across the UK, providing hardware, software, and solutions [4] - Ericsson will introduce new 5G products, including AI and energy-optimized hardware, to enhance data speeds for customers in London, Edinburgh, Cardiff, and Belfast [4] - Nokia is also a supply partner for Vodafone Three, providing equipment for around 7,000 sites in the UK [4]

Core Viewpoint - China's manufacturing industry has significantly enhanced its comprehensive strength and international influence during the "14th Five-Year Plan" period, maintaining its position as the world's largest manufacturing nation for 15 consecutive years, with an annual manufacturing value added exceeding 30 trillion yuan [2]. Group 1: Manufacturing Strength - China's manufacturing industry has ranked first globally in the production of over 200 major industrial products [2]. - The country has the most complete industrial categories and systems in the world, leveraging its existing foundation to reshape new advantages and unleash new momentum in manufacturing [2]. Group 2: Innovation and Technology - The number of high-tech enterprises reached 463,000 in 2024, 1.7 times that of 2020, with over 570 industrial enterprises entering the global R&D investment top 2500, accounting for nearly one-fourth [4]. - Major landmark achievements in technology, such as 5G communication equipment and large LNG ships, are continuously emerging, showcasing China's leading position globally [4][5]. - The annual production of integrated circuits increased by 72.6% compared to the end of the "13th Five-Year Plan," adding approximately 190 billion pieces [5]. Group 3: Industrial Structure Optimization - The proportion of value added from high-tech manufacturing and equipment manufacturing has increased, with high-tech manufacturing accounting for 16.3% in 2024, up from 15.1% in 2020 [6]. - The density of industrial robots has risen from 246 units per 10,000 people in 2020 to 470 in 2023, indicating a trend towards greater automation [6]. Group 4: Green Transformation - By 2024, there are 6,430 national-level green factories, contributing to approximately 20% of the total manufacturing output value [7]. - The sales volume of new energy vehicles reached 12.866 million units in 2024, which is 9.4 times that of 2020 [7]. Group 5: Emerging Industries - New emerging industries, represented by new energy vehicles, lithium batteries, and photovoltaic products, have seen exports surpassing 100 billion yuan [8]. - The technology level and market competitiveness in fields such as low-altitude economy, biomedicine, and high-end equipment have significantly improved [8].

Core Viewpoint - China's manufacturing industry has significantly enhanced its comprehensive strength and international influence during the "14th Five-Year Plan" period, maintaining its position as the world's largest manufacturing country for 15 consecutive years, with an annual manufacturing value added exceeding 30 trillion yuan [2]. Group 1: Manufacturing Strength - China's manufacturing industry has maintained its global leadership, producing over 200 major industrial products with the highest output in the world [2]. - The country has the most complete industrial categories and systems globally, leveraging its existing foundation to reshape new advantages and unleash new momentum in manufacturing [2]. Group 2: Innovation and Technology - The number of high-tech enterprises reached 463,000 in 2024, 1.7 times that of 2020, with over 570 industrial companies entering the global R&D investment top 2,500, accounting for nearly one-fourth [4]. - Significant technological achievements include advancements in 5G communication equipment, high-speed trains, photovoltaic equipment, large aircraft, and large LNG ships, all at the world-leading level [4][5]. - The annual output of integrated circuits increased by 72.6% compared to the end of the "13th Five-Year Plan," adding approximately 190 billion units [5]. Group 3: Industrial Structure Optimization - The proportion of value added from high-tech manufacturing and equipment manufacturing has increased, with high-tech manufacturing accounting for 16.3% in 2024, up from 15.1% in 2020 [6]. - The density of industrial robots has risen significantly, from 246 units per 10,000 people in 2020 to 470 in 2023 [6]. Group 4: Green Transformation - By 2024, there were 6,430 national-level green factories, contributing to about 20% of the total manufacturing output value [7]. - New energy vehicle sales reached 12.866 million units in 2024, a 9.4-fold increase from 2020 [7]. Group 5: Emerging Industries - Emerging industries, represented by new energy vehicles, lithium batteries, and photovoltaic products, have become new engines of economic growth, with exports surpassing 100 billion yuan [8]. - The technology level and market competitiveness in low-altitude economy, biomedicine, and high-end equipment sectors have significantly improved [8].

Core Insights - China's manufacturing industry has made significant strides in innovation and competitiveness during the "14th Five-Year Plan" period, maintaining its position as the world's largest manufacturing nation for 15 consecutive years [1][2][6] Group 1: Scale and Competitiveness - The scale advantage of China's manufacturing sector has been continuously reinforced, with a complete industrial system and strong supply capabilities driving global competitiveness [2] - The number of high-tech enterprises in China is projected to reach 463,000 by 2024, a 1.7-fold increase from 2020, highlighting the enhancement of independent innovation capabilities [2][6] - China's industrial enterprises accounted for nearly one-fourth of the global top 2,500 R&D spenders, showcasing the growing role of leading technology companies in industrial innovation [2] Group 2: Innovation and Technological Advancements - The production of integrated circuits is expected to increase by 72.6% by 2024, adding approximately 190 billion units, indicating a significant shift towards domestic technology [3] - Major breakthroughs have been achieved in high-speed rail, marine engineering, and emerging technologies such as AI and quantum science, with multiple global firsts being recorded [3][6] Group 3: Structural Optimization - The digital transformation of manufacturing is seen as a key driver for new industrialization, with traditional industries integrating digital technologies to enhance productivity [4] - The proportion of high-end manufacturing in the industrial value added has steadily increased, with high-tech manufacturing's share rising from 15.1% in 2020 to 16.3% in 2024 [5] - By 2024, the number of national-level green factories is expected to reach 6,430, contributing to approximately 20% of the total manufacturing output value [5] Group 4: New Quality Productivity - The manufacturing sector has become a primary arena for cultivating new quality productivity, with rapid growth in high-tech industries and the digital economy [6] - Emerging industries, particularly in new energy vehicles, lithium batteries, and photovoltaic products, have become new engines for economic growth, with exports surpassing 1 trillion yuan [6] Group 5: Challenges and Future Directions - Despite advancements, there remains a significant gap in R&D innovation and corporate competitiveness compared to the U.S., with China's manufacturing sector needing to enhance its core technology capabilities and brand quality [7] - Key areas for improvement include strengthening independent control over core technologies, enhancing the stability and competitiveness of supply chains, and promoting a comprehensive green transformation in manufacturing [7][8]

Group 1: Overview of "China Shock 2.0" - The concept of "China Shock 2.0" highlights China's advancements in high-tech sectors, posing unprecedented challenges to the U.S. [2][4] - The transition from "China Shock 1.0," which focused on low-end manufacturing, to "2.0," which targets high-tech industries, marks a significant shift in global economic dynamics [6][8] - Key high-tech areas affected include aerospace, artificial intelligence, telecommunications, semiconductors, robotics, nuclear energy, quantum computing, biomedicine, solar energy, and battery technology [6][8] Group 2: Economic and Technological Impact - China's rapid rise in the global value chain is attributed to its technological progress and industrial upgrades, leading to a reassessment of U.S. strategies [4][12] - The shift in focus from low-cost labor to technology-intensive industries requires long-term R&D investment and skilled talent [8][10] - China's electric vehicle industry has emerged as a global leader, with companies like BYD and CATL driving innovation and market share [8][10] Group 3: Policy and Strategic Shifts - The role of local governments and private enterprises has become central in driving China's industrial policy, moving from short-term growth to nurturing strategic emerging industries [10][12] - The competitive landscape has evolved, with Chinese firms like DJI and LONGi Green Energy demonstrating significant advancements in their respective fields [8][10] Group 4: Global Competition and Standards - China's dominance in 5G technology and its control over rare earth resources are critical components of "China Shock 2.0," enhancing its global influence [14][21] - The shift in technological leadership is evident, with China leading in 57 out of 64 frontier technologies by 2023, compared to only 7 for the U.S. [12][19] Group 5: U.S. Response and Strategic Recommendations - The U.S. response has primarily relied on tariffs, which have proven to be ineffective against China's high-tech advancements [17][22] - Recommendations for the U.S. include forming alliances, allowing Chinese firms in non-sensitive sectors, maintaining policy continuity, and improving reemployment systems for affected workers [17][22]

Group 1: Economic Overview - The industrial economy in China is showing strong resilience and growth potential, with expectations for high growth in industrial added value in the second half of the year [1] - Macro policies and industrial upgrades are driving the robust development of the industrial economy, supported by innovation and market expansion [1] Group 2: Innovation and Product Development - Innovative products are key for companies to capture market share and stimulate growth, addressing market pain points with advanced technology [2] - Hebei Yingyan Intelligent Technology Co., Ltd. has developed a new type of steel detection robot, resulting in revenue that is more than double last year's total [2] - New agricultural drones launched by Tuokong Robotics have significantly improved operational efficiency and safety, creating a market buzz [2] Group 3: Market Expansion and Export Growth - Chinese industrial companies are expanding into diverse international markets, showcasing strong export resilience [4] - Zhejiang Xinglai Agricultural Equipment Co., Ltd. has seen a surge in foreign orders, with production capacity fully booked until August [4] - A company specializing in small agricultural machinery has experienced a 30% year-on-year increase in overseas orders in Southeast Asia and Africa [4] Group 4: Trade and Export Statistics - The export value of China's electromechanical products increased by 9.3% in the first five months of the year, with integrated circuit exports rising by 18.9% [5] - High-tech product exports grew by 7.4%, with 5G communication equipment and high-speed rail equipment gaining international popularity [5] Group 5: Economic Confidence and Future Outlook - The overall economic stability and favorable policy environment have improved corporate profitability and boosted business confidence [6] - Industrial profits for large-scale enterprises increased by 1.4% year-on-year in the first four months, with manufacturing profits rising by 8.6% [6] - Predictions indicate that industrial added value will continue to grow, with high-tech industries becoming a major driving force [6]

Core Viewpoint - The Shanghai World Mobile Communication Conference (MWC Shanghai) is showcasing advancements in 5G and artificial intelligence (AI) technologies, with a focus on expanding AI services in emerging markets along the Belt and Road Initiative, particularly in the Global South [2][3]. Group 1: Huawei's Expansion Strategy - Huawei is targeting emerging and developing countries along the Belt and Road Initiative to expand its AI services, especially in the context of US sanctions against Chinese companies [2][3]. - Huawei's Vice Chairman Xu Zhijun emphasized the importance of exploring growth opportunities with local operators, acknowledging the varying competitive environments across different countries [2]. Group 2: Regional Developments - In Southeast Asia, Huawei signed a basic agreement with Malaysian companies for AI applications, while ZTE is collaborating with Indonesian firms on 5G development [4]. - In Central Asia, Huawei is assisting Uzbekistan in its AI development plans, aiming to significantly increase the value of AI software and services by 2030 [4]. - In the Middle East, ZTE is conducting verification tests on 5G technologies with major UAE telecom companies [4]. - In South America, Huawei is partnering with Brazilian telecom companies in the 5G network sector [4]. Group 3: Market Trends and Projections - According to IDC, global AI infrastructure investment is projected to reach $223 billion annually by 2028, with China expected to see a 35% annual growth rate [5]. - The Asia-Pacific and EMEA regions are anticipated to increase their market share in AI investments, with a growth rate of 21% [5]. Group 4: Competitive Landscape - Huawei and ZTE dominate the communication equipment market, with Huawei holding a 31% market share, significantly ahead of competitors like Ericsson and Nokia [7]. - Both companies are focusing on leveraging 5G technology while also expanding into AI-related sectors for profitability [7]. - Huawei is developing key semiconductor components for AI servers, despite facing increased US sanctions on semiconductor technology [7]. Group 5: Perception of US Sanctions - Some industry leaders believe that US sanctions may inadvertently benefit Huawei by reducing competition from Western companies, leading to a potential bifurcation in AI services between China and the West [8].

"上海世界移动通信大会（MWC上海）"开幕。这是每年在西班牙举办的全球最大移动通信展会"MWC"的中国版，通信运营商和设备制 造商等参展，展示5G和人工智能技术。展会持续到6月20日。（6月18日，上海市） 华为开始在与一带一路重叠的新兴和发展中国家的"全球南方"扩大销售人工智能服务。随着中国制造的 人工智能稳步扩张，欧美企业的空间正在缩小。可能与美国等西方国家的人工智能服务形成两极分 化…… 在中国，由于政府的支持政策，人工智能的开发竞争激烈。此外，可以利用购买力从国内供应链以低成 本采购必要设备。对于人工智能技术积累较少的国家来说，与中国企业合作可以节省投资和时间，具有 吸引力。 中国企业还致力于销售主力5G通信设备。 大型通信企业中兴通讯（ZTE）3月与马来西亚大型通信公司Celcom Digi签署了利用人工智能提高通信 服务质量的MOU。5月，中兴通讯宣布与印度尼西亚大型通信企业PT XLSmart Telecom Sejahtera Tbk （XLSmart）合作开发5G通信网络等。6月，中兴通讯还与阿拉伯联合酋长国（UAE）的大型通信公司 合作，参与了通信新技术的验证实验。 据调查公司Dell'O ...