"New quality productivity" has become a new word that has been hotly discussed recently. As the key to achieving industrial transformation and upgrading and high-quality development, China is accelerating the cultivation and development of new quality productivity.
Recently, the relevant departments have put forward policy measures to accelerate the development of new quality productive forces, aiming to achieve high-quality economic development through scientific and technological innovation, industrial upgrading and other means.
Accelerate the development of new quality productive forces
The new quality productivity is a new type of productivity that takes scientific and technological innovation as the core and integrates modern information technologies such as the Internet, big data, and artificial intelligence.
Compared with traditional productivity, new productivity has the characteristics of intelligence, networking, and servitization, which can effectively improve production efficiency and production quality, and promote the optimization and upgrading of industrial structure.
On a global scale, new productivity has become an important indicator of a country's or region's comprehensive strength and competitiveness. China's economy has shifted from a stage of high-speed growth to a stage of high-quality development, which requires us to accelerate the development of new quality productive forces.
In September 2023, the state leader mentioned "new quality productivity" for the first time during his inspection and research in Heilongjiang. Subsequently, the ** Politburo meeting held in January 2024 once again emphasized that the development of new quality productivity should be accelerated and high-quality development should be solidly promoted.
It should be noted that the core driving force for the development of new productivity is scientific and technological innovation, and enterprises should increase investment in research and development to encourage innovative thinking and technological breakthroughs; The key path is industrial upgrading, actively cultivating emerging industries, and promoting the deep integration of traditional industries and modern information technology; The basic guarantee is personnel training, and China should continue to strengthen the training and introduction of high-tech personnel to provide sufficient human resources support for the development of new quality productive forces.
The development of the robot industry is expected to benefit
As for how to develop new quality productivity, the Politburo meeting proposed that the achievements of scientific and technological innovation should be applied to specific industries and industrial chains in a timely manner, transform and upgrade traditional industries, cultivate and expand emerging industries, lay out and build future industries, and further improve the modern industrial system.
Artificial intelligence is considered to be a strategic technology leading the future, the core driving force of a new round of scientific and technological revolution and industrial transformation, and the main position for the development of new quality productivity.
Zhongtai ** pointed out in the research report that a new round of technological and industrial revolution in artificial intelligence has kicked off, and short-term adjustments will not affect the long-term investment opportunities of the industry. At present, some overseas technologies have entered the stage of commercial landing, and phenomenal explosive products such as ChatGPT continue to emerge, while domestic large models have also entered the stage of rapid iteration development.
From the perspective of the disk, ** has been continuously adjusted recently, and the performance of concept stocks such as robots and new industrialization with a high degree of correlation with new quality productivity is relatively strong.
Among them, Kelai Electromechanical (603960SH) harvest four consecutive plates. The company is a leading provider of intelligent manufacturing system solutions, deeply engaged in the application of flexible automation equipment and industrial robot systems, and its business includes intelligent equipment business and auto parts business. Kelai Electromechanical has been engaged in industrial robot business for many years and has strong competitiveness and influence.
Seymour Intelligence (300466.)SZ) is the leading provider of intelligent manufacturing system solutions in China. The company is committed to the overall construction of intelligent factories, intelligent logistics systems, automated production lines and other products and services. In the process of developing new quality productivity, the company is expected to make a positive contribution.
Fortune Federation of Industry (601138).SH) is the world's leading high-end intelligent manufacturing and industrial Internet service provider, with business covering industrial Internet, smart home, cloud and edge computing and other fields, and has great advantages in products, technologies, and global market share. In the field of new industrialization, the company mainly provides intelligent manufacturing services for new forms of electronic equipment products with the industrial Internet platform as the core.
Overcome difficulties and meet challenges
The new quality of productivity is expected to promote the high-quality development of China's economy, but it cannot be ignored that the development of the new quality of productivity is also facing some difficulties and challenges.
For example, the docking between scientific and technological innovation and industrial demand, the employment problems that may arise in the process of converting old and new kinetic energy, and the protection of independent intellectual property rights in the process of opening up and cooperation. These problems require first-class policy guidance, market regulation, and the joint efforts of all sectors of society.
Looking to the future, new productivity will become a new engine to promote economic and social development. China should seize the opportunity, actively respond to the challenge, and continuously release the vitality of new productive forces through scientific and technological innovation and industrial upgrading, so as to contribute to the realization of high-quality economic development.