点击 最 下方 关注《材料汇》 ， 点击"在看"和" "并分享 添加 小编微信 ，遇见 志同道合 的你 正文 未来产业由前沿技术驱动，当前处于孕育萌发阶段或产业化初期，是具有显著战略性、引领性、颠覆性和不确定 性的前瞻性新兴产业。大力发展未来产业，是引领科技进步、带动产业升级、培育新质生产力的战略选择。 | 地区 | 未来制造 | 未来信息 | 中国各地区的未来产业全景图 未来材料 | 未来能源 | 未来空间 | 未来健康 | | --- | --- | --- | --- | --- | --- | --- | | | 智能制造 激光制造 循环制造 共享制造 | 卫星互联网 量子信息; 大模型 | 先进基础材料升级 高性能碳纤维、先 | 核聚变 氢能 新型储能 | 载人航天 探月探火 ア星导航 深海作业装备 深海智能无人平台 | 细胞和基因技术 合成生物 脑 交互 | | | 生物制造 | | | | | | | | 纳米制造 | 下一代移动通信 | | 核能 | | | | | | | | | 临空无人系统 | | | | | | | | 先进高效航空器 | | | | | | | | 深海潜水器 | | ...

央视 ort Th 中共中央政治局第二十四次集体学习 推动我国未来产业发展 不断取得新突破 时政新闻报 w588 1月30日下午，中共中央政治局就前瞻布局和发展未来产业进行第二十四次集体学习。 "十五五"开局之年，中央政治局首次集体学习为何聚焦这一重大课题？培育发展未来产业，习近平总书记如何明方向、指路径？《时政新闻眼》为你解读。 01 一次意义重大的集体学习 中央政治局集体学习，是中国共产党一种重要的学习形式。学习主题紧扣党和国家事业发展的重大课题，是读懂我们党治国理政的重要窗口。 《时政新闻眼》注意到，"十三五"和"十四五"开局之年的首次集体学习，分别聚焦"我国发展战略重点"和"新发展理念"。学习主题均为事关该五年规划阶段 乃至更长时间的重大课题。 "十五五"开局之年，"未来产业"课题摆上了最高决策层首次集体学习的案头，释放重要信息。 可以从"重要性"和"前瞻性"两个角度来把握。 看重要性。 什么是未来产业？ 未来产业是指由前沿技术驱动，当前处于孕育萌发阶段或产业化初期，具有显著战略性、引领性、颠覆性和不确定性的前瞻性新兴产业。 从人形机器人到量子计算机，从脑机接口到6G网络设备……中国未来产业正在科技新 ...

Core Viewpoint - The article emphasizes the importance of developing future industries driven by cutting-edge technologies, which are in the early stages of incubation or industrialization, representing strategic, leading, disruptive, and uncertain emerging sectors [2]. Group 1: Future Manufacturing - Focus on developing intelligent manufacturing, biological manufacturing, nanomanufacturing, laser manufacturing, and circular manufacturing, while breaking through key technologies such as intelligent control and simulation [9]. - Promote flexible and shared manufacturing models, and advance the development of industrial internet and industrial metaverse [9]. Group 2: Future Information - Accelerate the industrial application of next-generation mobile communication, satellite internet, and quantum information technologies [9]. - Enhance innovations in quantum and photonic computing technologies, and foster deep integration of brain-like intelligence and large models [9]. Group 3: Future Materials - Upgrade advanced basic materials in non-ferrous metals, chemicals, and inorganic non-metals, and develop key strategic materials such as high-performance carbon fibers and advanced semiconductors [9]. - Accelerate the innovation and application of frontier new materials like superconductors [9]. Group 4: Future Energy - Focus on nuclear energy, nuclear fusion, hydrogen energy, and biomass energy, creating a comprehensive future energy equipment system [10]. - Develop high-efficiency solar cells, including new crystalline silicon and thin-film solar cells, and promote the integration and upgrading of energy electronics [10]. Group 5: Future Space - Concentrate on aerospace, deep-sea, and deep-earth fields, developing high-end equipment such as manned spaceflight, lunar and Mars exploration, and advanced efficient aircraft [10]. - Innovate in deep-sea exploration equipment and urban underground space development [10]. Group 6: Future Health - Accelerate the industrialization of cutting-edge technologies in cell and gene technology, synthetic biology, and biological breeding [10]. - Leverage 5G/6G, metaverse, and artificial intelligence to empower new medical services [10]. Group 7: Key Innovative Products - Develop humanoid robots with breakthroughs in core technologies such as high-torque density servo motors and intelligent perception [11]. - Enhance quantum computing technology and its applications across various industries [11]. - Innovate in new display technologies like quantum dot displays and holographic displays for widespread application [12]. Group 8: Regional Focus on Future Industries - In Guangdong, focus on strategic emerging industry clusters such as semiconductors, artificial intelligence, and renewable energy [24]. - In Beijing, prioritize the development of gene technology, cell therapy, and brain science [31]. - In Shenzhen, emphasize the growth of synthetic biology and intelligent robotics [26].

近日发布的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出，前瞻布局未来产 业，探索多元技术路线、典型应用场景、可行商业模式、市场监管规则，推动量子科技、生物制造、氢 能和核聚变能、脑机接口、具身智能、第六代移动通信等成为新的经济增长点。中央明确这六大赛道作 为未来产业的核心方向不是简单的技术罗列，而是立足产业优势、产业规律，遵循因地制宜发展新质生 产力的根本原则，对经济增长新引擎的精准判断和战略选择，避免面面俱到的布局模式。 这并非国家政策第一次明确未来产业的具体赛道。此前，《中华人民共和国国民经济和社会发展第十四 个五年规划和2035年远景目标纲要》就曾明确部署，在类脑智能、量子信息、基因技术、未来网络、深 海空天开发、氢能与储能等前沿科技和产业变革领域，组织实施未来产业孵化与加速计划，谋划布局一 批未来产业。工信部等7部门2024年出台的《关于推动未来产业创新发展的实施意见》，划分了未来制 造、未来信息、未来材料等六大重点方向，还列出了人形机器人、量子计算机、脑机接口、6G网络设 备等标志性产品。可见，此次"十五五"规划建议明确的六大未来产业，是在过往政策不断细化聚焦的基 础上形成的，是 ...

Core Insights - The recent proposal by the Central Committee outlines six key future industries: quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, and embodied intelligence, which are seen as new economic growth points [1][3] - This proposal builds on previous policies, indicating a continuous and upgraded strategic layout for future industries in China [2] Industry Focus - The selected six future industries leverage China's existing advantages in quantum technology, 6G, and biomanufacturing, while also addressing pressing societal needs and supporting the dual carbon goals [3] - These industries are viewed as critical for enhancing new productive forces and addressing key bottlenecks in technology [3] Strategic Approach - The development of future industries requires a focused approach, avoiding the pitfalls of scattered investments and ensuring that local strengths align with national strategies [3][4] - The emphasis is on tailored strategies for different regions to prevent homogenization and resource wastage, promoting effective collaboration at the national level [3][4] Global Context - The article highlights that a broad-based approach has proven ineffective, with examples from both China and developed countries showing that focused strategies lead to technological breakthroughs [4] - The competition in future industries is characterized by the need for concentrated resources on core areas to gain a competitive edge in the global technology landscape [4]

近日发布的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出，前瞻布局未来产 业，探索多元技术路线、典型应用场景、可行商业模式、市场监管规则，推动量子科技、生物制造、氢 能和核聚变能、脑机接口、具身智能、第六代移动通信等成为新的经济增长点。中央明确这六大赛道作 为未来产业的核心方向不是简单的技术罗列，而是立足产业优势、产业规律，遵循因地制宜发展新质生 产力的根本原则，对经济增长新引擎的精准判断和战略选择，避免面面俱到的布局模式。 （文章来源：经济日报） 发展未来产业要有所为有所不为。新一轮科技革命呈现融合交叉、多点突破之势，孕育的未来产业潜在 方向纷繁复杂，需依据我国产业基础与资源禀赋精准研判。各地要因地制宜选择未来产业赛道，防止一 哄而上、盲目跟风，引发同质化竞争与资源浪费。立足本地产业基础与特色优势做到"一地一策"，既能 避免内卷，又能形成全国层面的产业协同，让地方优势与国家战略同频共振，为未来产业发展注入高效 动能。 面面俱到的布局模式早已被实践证明是行不通的。部分地区曾陷入"撒胡椒面"式的发展误区，同时布局 未来产业多个领域，结果研发力量分散，投资巨大却未能取得一项核心突破，造成资金浪费 ...

Core Viewpoint - The current technology market rally is driven by a new technology cycle, supported by macro policies and industry logic, rather than short-term hot concepts [3][4] Group 1: Technology Market Dynamics - The technology market is experiencing a new cycle driven by advancements in AI, chips, and robotics, with significant breakthroughs in domestic sectors like robotics and innovative pharmaceuticals [4] - Major overseas tech companies are increasing their AI capital expenditures, which is boosting domestic industry chain orders [4] - The development of new productive forces is expected to be a key focus of the "14th Five-Year Plan," guiding investment directions in technology [4] Group 2: Strategic Industry Focus - Key strategic emerging industries include next-generation information technology, AI, biotechnology, new energy, new materials, high-end equipment, green environmental protection, and digital creativity [5] - Future industries outlined in national planning encompass six major tracks: future manufacturing, information, materials, energy, space, and health, along with ten innovative flagship products such as humanoid robots and quantum computers [5] - Industries with long-term global competitiveness include traditional high-end equipment manufacturing and emerging sectors like new energy vehicles and solid-state batteries [5] Group 3: Market Outlook and Investment Strategy - The market is expected to shift from a peak technology rally to a "structured balance" in the fourth quarter, focusing on performance realization and valuation levels [6] - The "14th Five-Year Plan" will clarify main lines of development, including new productive forces and technology-driven innovation, as well as expanding domestic demand [6] - The "anti-involution" trend will impact industries like photovoltaics and new energy vehicles, with significant participation from private enterprises [6] Group 4: Gold Market Insights - The rise in gold prices is attributed to its inherent properties, central bank purchases, global liquidity, and investor concerns over the safety of dollar assets [7] - There remains strong demand for gold from central banks and asset institutions amid uncertainties in the dollar exchange rate and potential Fed rate cuts [7] - Caution is advised as the short-term price increase may lead to potential high-level adjustments in the gold market [7]