Core Viewpoint - The article emphasizes the importance of "new quality productivity" in China's economic development, highlighting the role of capital markets in fostering this growth and the significance of emerging and future industries in building a modern industrial system [1][2]. Group 1: Economic Growth and Performance - China's new quality productivity has shown strong growth, with the added value of equipment manufacturing and high-tech manufacturing industries increasing by 7.7% and 8.9% respectively in 2024, surpassing the overall industrial growth rates by 1.9 and 3.1 percentage points [2]. - The new quality productivity sector's total operating revenue grew from 24.9 trillion yuan to 26.6 trillion yuan from 2022 to 2024, with median revenue growth rates of 2.99% and 3.16% in 2023 and 2024, respectively, slightly above the A-share average [2][3]. Group 2: Market Performance - The Wande New Quality Productivity Composite Index has shown a continuous upward trend for three years, with a cumulative increase of over 37% in 2023, significantly outperforming the CSI 300 Index [3]. - The total market capitalization of the new quality productivity sector has exceeded 48 trillion yuan, with leading companies like BYD and CATL achieving market values above one trillion yuan [3]. Group 3: Financial Health - The new quality productivity sector has demonstrated strong financial health, with a weighted return on equity nearing 9% in 2024, and operating cash flow exceeding 3 trillion yuan for two consecutive years [4]. - The sector's dividend amounts and payout ratios reached historical highs in 2024, indicating robust profitability [4]. Group 4: R&D Investment - China's R&D expenditure reached 3.61 trillion yuan in 2024, growing by 8.3%, with an R&D intensity of 2.68%, reflecting a commitment to innovation [6]. - The new quality productivity sector's R&D spending approached 1.3 trillion yuan in 2024, accounting for 4.87% of total revenue, marking a historical high [6]. Group 5: Leading Industries - China is a leader in six key emerging sectors, including new energy vehicles, where production and sales exceeded 31 million units in 2024, with over 12.8 million being electric vehicles [7]. - In the robotics sector, China accounted for over 52% of global industrial robot installations, leading the world in this technology [7]. Group 6: Technological Advancements - China leads globally in artificial intelligence research, with the highest number of published papers and patents, and accounted for 61.5% of new generative AI patents in 2024 [8]. - In quantum technology and 6G, China holds a dominant position in research output and patent filings, with 6,001 6G-related patents, significantly outpacing other countries [9].

6月会议预告 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 电池企业 正将研发重点转向提升电动汽车充电体验的 " 最后一公里 " ，即所谓的 " 末端快充 " 技术 —— 在行业已显著改善电池从 0% 到 80% 充电效率之后，新的焦点 转向 缩短电量从 80% 充至 100% 所需的时间。 对于电池企业来说，从 4C 、 6C 再到 10C 以上，尽管 电动汽车的峰值充电倍率不断提升，但其带来的边际效益正逐步降低。 而 在充电 末端 ， 速度仍有显著提升空间。 此举 本质上 也 是一项 争取 C 端用户心智、扩大市场份额 的决策，旨在解决用户实际使用中的痛点 ，也可 被视为行业向更精细化、更极致用户 体验迈进的标志。 今年 5 月，吉曜通行在其首次生态日上发布了金砖电芯超级混动系 ...