Recently, the EMBA 2023 cross-class science and technology innovation friendship theme class meeting of Fudan University with the theme of "Scientific and Technological Innovation and Empowering the Future" was held. Students and alumni from different industries conducted in-depth exchanges and ideas on the three themes of healthcare, new energy and digital economy, and shared their insights and industry insights, inspired each other and discussed the future together.
Opportunities and challenges coexist in the medical industry Innovation has become the only way for the development of the industry.
With the rapid progress of science and technology, the medical industry is facing unprecedented challenges and opportunities, and innovation has become the only way for the development of the industry. Qiao Liang, General Manager of Shanghai Shangyi Kangge Medical Equipment Co., Ltd., Yu Jiahua, Deputy General Manager of Zhejiang Borui Biopharmaceutical, and Guo Hui, Head of the Organ Donation Office of West China Hospital of Sichuan University, exchanged views on topics such as promoting the transformation and upgrading of the medical sector with the help of scientific and technological innovation, providing new ideas and directions for the sustainable development of the medical industry.
Guo Hui believes that the West China Hospital of Sichuan University has achieved remarkable results in solving key technical problems, establishing innovative research platforms, transforming scientific and technological achievements, cultivating innovative talents, and international cooperation and exchanges.
He said that in the process of innovation in the medical industry, it is necessary to adhere to the problem-oriented, focus on clinical problems, and carry out targeted scientific research and innovation to improve the level of diagnosis and treatment and service quality. At the same time, hospitals should also establish a sound innovation system, platform and incentive mechanism, so as to build a good innovation ecology for scientific research workers. Medical institutions should pay more attention to talent training and cooperation at home and abroad, and promote the transformation of scientific research results through a variety of ways to truly bring benefits to patients.
Yu Jiahua said frankly that the advent of macromolecular biological drugs has changed the status quo of many diseases, but macromolecular biological drugs used to mainly rely on imports, which was expensive. Today, through nearly 10 years of efforts, domestic biopharmaceutical companies have successfully developed many biosimilars, which have the same efficacy and quality as imported drugs, solve the basic problem of domestic substitution of biological drugs, and greatly reduce the related costs. However, in terms of the originality of biological drugs, most of us are still in the stage of imitative innovation of foreign innovative drugs, and lack the support of basic research. Although hospitals and universities have carried out a lot of basic research, the real integration and transformation with the industry is quite limited.
In this regard, Yu Jiahua believes that it is necessary to break the intermediate barriers, let universities, hospitals, professors, and enterprises fully integrate in the basic research stage, realize the transformation of scientific research in the true sense, and let valuable basic research have scientific and technological innovation attributes, so as to develop biological innovative drugs that truly belong to Chinese.
With the development of science and technology, China's medical care has been moving forward in continuous innovation. Qiao Liang believes that there are two reasons for this: one is self-driven, that is, the change of technology or service brought about by clinical pain points;The second is externally driven, mostly driven by technological changes, because technology makes cutting-edge medical technology feasible. At present, the goal of China's medical reform is to solve the problem of "difficult and expensive medical treatment" for the people, and the implementation of the path is the linkage of the three medicines, that is, the linkage of "medical treatment, medicine and medical insurance".
He pointed out that medical innovation is not a single innovation, but requires a complete set of solutions. Therefore, medical innovation needs to have an Internet mindset and provide customers with the greatest value with the best solutions. This is also in line with the national medical reform policy, which aims to solve the problem of uneven resources of doctors in different regions and alleviate the shortage of medical insurance funds.
New energy and new energy vehicles "share weal and woe" The development of the industry has broad prospects.
After years of development, the new energy vehicle industry has entered a painful period of innovation and transformation. Yang Shuming, deputy general manager of Huating (Hefei) Power Technology, Cai Jingrong, co-founder of Suzhou Juzhiyi Intelligent Technology, and Liang Yadong, executive director of Zhejiang Jinko Energy Storage, jointly conducted in-depth exchanges on the history, current situation and trend of the development of new energy and new energy vehicles.
In Yang Shuming's view, new energy vehicles are currently in the cusp period: the average compound growth rate from 2017 to 2022 is 547%, sales increased from 770,000 to 6.8 million units;Sales are expected to reach 9 million units in 2023 and 18 million units by 2027, with an average CAGR of 18 over the next five years8%。The models have also changed from the initial mid-to-high-end models to small and mini cars, and then returned to A-class and B-class models this year. At the same time, due to range anxiety, hybrid models are shining, and the market increment in 2023 is mainly concentrated in the leading car companies, and the industry is seriously involuted.
On this basis, Yang Shuming pointed out that at present, car companies and battery cell factories can make PACK (new energy vehicle battery packs), but independent third-party PACK companies have a weak voice in the voice. However, its advantages lie in focusing on subdivided industries to accumulate technical advantages, high flexibility, and fast project implementationAt the same time, through long-term technology accumulation, it extends from technology leadership to cost priority, so as to reflect the advantages of cost performance.
Liang Yadong pointed out that new energy and new energy vehicles have commonalities and relevance. New energy generally refers to unconventional energy sources that are decarbonized, zero-carbonized, and non-carbonizedNew energy vehicles are powered by unconventional fuels such as decarbonization and zero carbon emissions, or in the form of energy supply. In the future, new energy vehicles will develop in the direction of automation, intelligence, network integration, and digitalization. The combination of the energy form of the new energy structure and the new energy vehicle is the green development model of the whole process, the whole process and zero carbon emissions.
At the same time, he also said that new energy, as an emerging energy storage industry, is not yet fully economical and is still in the policy-driven stage. However, with the promotion of global energy transition and green development, the energy storage industry will play a more important role in the future energy transition, and will eventually realize a market-driven and demand-driven business model. With the continuous development of artificial intelligence, Internet of Things and other technologies, intelligence, data, and digitalization will also become part of the development and application of energy storage technology.
Cai Jingrong said that it is a challenge for Chinese companies to let the photovoltaic industry remove the labels of "cheap", "low-quality" and "plundering resources" and establish a global image. But opportunities also come: internationalization has forced Chinese companies to change from made in China and sold globally to made in and sold globally, which can avoid geopolitics, friction and tariff barriers in the short term, and build a better ecology in the long run, so that China's capital, technology and industry can truly participate in the global energy transition.
He further pointed out that in the field of tracked photovoltaic brackets and floating floating photovoltaics, Chinese enterprises have quality control and cost advantages, low market penetration, large overseas market space, and can be attacked and defended. With the construction of the "Belt and Road", China's photovoltaic system, together with the photovoltaic tracking bracket and floating system, can be packaged as a whole to "go to sea". In the future, Chinese companies need to further enhance their brand power, integrate the global best chain, and combine the latest artificial intelligence technology to systematically improve the solutions of photovoltaic systems.
The digital economy is a powerful engine for future economic development.
In the context of "rejuvenating the country through science and technology", China has vigorously promoted the development of the digital economy, and scientific and technological innovation has emerged in an endless stream. In 2022, the scale of China's digital economy has reached 502 trillion yuan, ranking second in the world, accounting for 41 percent of GDP5%。In this regard, Hou Wei, partner of Shanghai Zhonghuijin Investment Group Co., Ltd., Wang Xiaoying, general assistant of Huabao, Hui Wei, head of ByteDance Feishu, and Li Zhengyu, marketing director of Sugon, shared their insights on the current development status and future trends of the digital economy.
Hou Wei pointed out that digital industrialization and industrial digitalization are the two major paths of the digital economy. "Digital industrialization" mainly covers artificial intelligence, blockchain, cloud computing, and big data"Industrial digitalization" is mainly the digital transformation of traditional industries. Informatization, informatization, networking, digitalization, and intelligence are the future evolution directions of the digital economy.
He further talked about the digital transformation path of investment institutions: the first is the first-in-command and second-in-command projectThe second is the combing, solidification and optimization of the process, and the process of investment institutions can be summarized by the four links of "financing, investment, management and withdrawal".Thirdly, at present, digitalization is more about "technology" and "tools". While tools can improve productivity, they can't replace humans in making investment decisions. Because the most important thing in investment is to invest in people, and the judgment of people belongs to the level of "Tao", which needs to be judged in interpersonal communication. In the future, the key areas of the development of the digital economy lie in the "two networks and one industrialization", that is, the industrial Internet, satellite Internet, and digital intelligence.
Wang Xiaoying believes that the digital economy has now developed to a new stage of "digital and real integration", and at the same time, the industry is also seeking digital transformation, but the core is not technology, but value remodeling. In the past, many ** companies adhered to the sell-side mentality, and it was difficult to take into account the customer experience. Driven by this kind of values, it is easy to make money and customers do not make money. Nowadays, the industry is trying to be a robo-advisor, packaging the best products of themselves and their competitors, and tailoring them for customers through AI calculation.
Wang Xiaoying pointed out that if the transformation can be successful, the values of the entire industry will also change: first, it is no longer centered on the profitability of the company's products, but on the profitability of customer investment;The second is to turn competitors into partners, and everyone huddles each other to keep warm. The future development of the digital economy requires "both hard and soft technologies": combining AI with high-end manufacturing in hard technology, and combining AI with content production in soft technology.
On the road to the development of the digital economy, infrastructure is the biggest investment. Li Zhengyu pointed out that in order to deal with the problem of "stuck neck", the country has promoted the localization of key technologies, and the domestic substitution of information and innovation has been used as an important engine to promote the development of China's digital economy. The information and innovation industry is the core of the implementation of localized substitution, involving four categories: IT infrastructure, basic software, application software, and information security.
Li Zhengyu said that in terms of IT infrastructure, CPU chips have been monopolized by Intel and AMD before, but with the vigorous development of the information innovation market, Haiguang Information of Sugon Holdings has invested in the R&D and production of domestic CPUs: from the Haiguang generation mass-produced in 2018 to the Haiguang fourth generation released in 2023, the performance has been significantly improved and the software adaptation is good. Haiguang's CPU products, the deep computing series, are compatible with international mainstream commercial computing software and artificial intelligence software, and are also the only CPU chips in China that can support full computing accuracy.
Hui Wei said in the sharing that the market scale of the digital economy continues to grow and has broad prospects, and has become an important force driving China's economic growth. For digital transformation to be successful, there are nine elements: a clear digital transformation strategy, support from senior leadership, excellent digital talent, the right digital technology, reasonable digital planning, an open corporate culture, effective communication and collaboration, adequate risk management, and continuous improvement and optimization. To this end, many enterprises have begun to set up a chief information officer, or even a chief data officer, because digital transformation is by no means purely technology-oriented, and must cooperate with the change of organizational management, and the responsibility lies with the people.
Looking to the future, Hui Wei believes that there will always be entrepreneurial opportunities for AI in vertical industries. Because there will be a certain "threshold" for training and applying AI in vertical industries, and this will give birth to new opportunities to create "unicorns".
In this class meeting with the theme of science and technology, the students of Fudan EMBA 2023 carried out cross-class and cross-industry linkage, updated their cognition in in-depth dialogues and exchanges, learned the innovation experience of different industries in the era of science and technology, and personally felt the spirit of "gentlemen are like-minded friends" of Fudan University's EMBA. On the platform of Fudan University's EMBA, students can communicate with each other through class visits, private board meetings, industry associations and other extracurricular activities, effectively realize the renewal of ideas and horizons, and make self-transformation more possible.