Event. On January 29, the Ministry of Industry and Information Technology and other seven ministries issued the "Implementation Opinions of the Ministry of Industry and Information Technology and Other Seven Departments on Promoting the Innovation and Development of Future Industries", proposing to grasp the global scientific and technological innovation and industrial development trend, and focus on promoting the development of industries in the six directions of future manufacturing, future information, future materials, future energy, future space and future health.
Key takeaways. The third generation of the Internet has a broad space for growth, and technologies such as blockchain technology are expected to open up the data of various main platforms in the industry and field. According to the statistics of the China Academy of Information and Communications Technology, in terms of the distribution of web3 application industries, digital native applications such as games, finance, digital collections and social networking are developing the fastest, and the total number of daily active users accounts for more than 65% of the total user scale of the industry, of which game applications occupy the first place, accounting for more than 27%, and the average daily active users of global web3 applications in 2023 will be 1.85 million, web3 applications are still in the initial stage of development, and there is a lot of room for growth in the future.
Technologies such as 5G and 6G, metaverse, and artificial intelligence have enabled new medical services, and advanced technologies such as digital twins and brain-computer interaction have been gradually applied. On January 29, Neuralink, a brain-computer interface company, completed the first human brain device implantation surgery, and the accessor is recovering well. According to the statistics of the China Academy of Information and Communications Technology, as of the first quarter of 2023, there are more than 500 representative brain-computer interface companies in the world, and the number of Chinese companies exceeds 100, ranking in the first echelon in the world.
Research on wireless communication, new network architecture, cross-domain integration, air-space-ground integration, network and data security is conducive to the development of applications such as digital twins. According to the statistics of the China Academy of Information and Communications Technology, the cumulative scale of digital twins in China has reached nearly 60 billion yuan, and the amount of new projects in 2023 will reach more than 14 billion yuan.
Investment strategy. The future industrial innovation and development prospects are good, and relevant technology research will contribute to the development of the industry, so it is recommended to pay attention to the value investment opportunities of related companies.
Technical: The **bottom** grinding stage, the current volume can be amplified, and the market outlook can see the upside **breakthrough opportunity, it is recommended to pay attention.
The above is only used as a teaching case and does not constitute investment advice, and is for reference only.
Reference**: January 30, 2024 Huajin** Media Industry Express: Future industrial innovation and development is expected to empower the industry in multiple ways.
Special Disclaimer: The content of the article is for reference only and does not constitute investment advice. Investors act accordingly at their own risk.
This article is edited by investment consultant: Shang Yaxiong a1290623030001.