In 2024, what are the opportunities for industrial development?
On the morning of March 5, Premier Li Qiang made a work report to the Second Session of the 14th National People's Congress on behalf of Premier Li Qiang. The report made arrangements for promoting the construction of a modern industrial system and speeding up the development of new quality productive forces. The report pointed out that we should give full play to the leading role of innovation, promote industrial innovation with scientific and technological innovation, accelerate new industrialization, improve total factor productivity, constantly shape new development momentum and new advantages, and promote social productivity to achieve a new leap.
Consolidate and expand the leading advantages of intelligent networked new energy vehicles and other industries
Premier Li Qiang mentioned automobiles five times in his work report to the second session of the 14th National People's Congress.
According to the report, China's new energy vehicle production and sales account for more than 60% of the world's total. Last year, the output of new energy vehicles was 94430,000 units, an increase of 303%。At the same time, China has promoted the stable scale and optimal structure of foreign trade, and the export of electric vehicles, lithium batteries and photovoltaic products has increased by nearly 30%.
The automobile industry has a great driving role in the regional economy, and has become one of the key industries in the region, forming a cluster development trend. Based on the self-developed automobile industry brain created by Firestone, it has identified 55 major automobile industry clusters in China, contributing more than 80% of the country's total output value to the country's total output value. The 55 major automobile industry clusters show the distribution characteristics of "one belt, one corridor and multiple points": one belt is the Yangtze River Economic Belt, and the main cluster cities are Chongqing, Changsha, Wuhan, Wuhu, Nanjing, Zhenjiang, Changzhou, Wuxi, Suzhou, Shanghai, etc.; The first corridor is the coastal economic corridor, the main cluster cities are Dalian, Tangshan, Tianjin, Weifang, Yantai, Qingdao, Nantong, Ningbo, Taizhou, Wenzhou, Fuzhou, Guangzhou, Foshan, Shenzhen, etc., in addition, Changchun, Beijing, Baoding, Xiangyang, Liuzhou, Zhengzhou, Xi'an and other cities are also included in the key clusters.
According to the monitoring of the national automobile cluster of the brain of the automobile industry, by the end of 2023, the total number of upstream and downstream enterprises in the industrial chain of China's 55 major automobile industry clusters will exceed 780,000, and the total number of invention patents will exceed 770,000 cases, the total amount of financing of on-chain enterprises in 2023 will exceed 83.2 billion yuan (excluding undisclosed data), and the total number of on-chain talents will exceed 4.55 million. In the past three years, with the breakthrough progress of new energy and intelligent network technology, China's automobile industry has flourished, and the total number of market operators, scientific and technological innovation achievements, managerial innovative talents, and investment and financing events of enterprises on the chain have increased significantly.
Hydrogen energy was the first to be mentioned to accelerate the development of cutting-edge emerging industries
**The work report presents:Accelerate the development of cutting-edge emerging hydrogen energy, new materials, innovative drugs and other industries. This is the first time that hydrogen energy has entered the first work report as a frontier emerging industry. This means that in the process of reconstructing the energy system, the position and role of hydrogen energy have been accepted and recognized. Under the goal of "dual carbon", the clean energy attributes of hydrogen energy will play a greater role.
In recent years, the policy level has continued to increase support for the development of the hydrogen energy industry. According to data from the Flint Creation Industry Data Center, as of the end of October 2023, more than 900 hydrogen-related policies have been issued across the country, including more than 150 at the national level. In 2024, more than 20 provinces and cities will include hydrogen energy in their work reports.
Biomanufacturing, commercial aerospace, and low-altitude economy are the first to be mentioned to create new growth engines
The 2023 ** Economic Work Conference clearly listed low-altitude economy, biomanufacturing and commercial aerospace as strategic emerging industries for China's future development. The 2024** work report proposes to actively build a new growth engine for biomanufacturing, commercial aerospace, and low-altitude economy.
Biomanufacturing is an advanced production method with industrial biotechnology as the core, which has accelerated its penetration in important fields of the national economy such as food, medicine, materials, chemical industry and energy, and is considered to have the potential to lead the "fourth industrial revolution". According to the Economic Cooperation Organization**, by 2030, the scale of these industries will reach 35% of the world's gross industrial product. According to incomplete statistics, more than 60 countries or regions in the world have formulated special policies for biomanufacturing or bioeconomy. As the focus of enhancing economic competitiveness, it is also another important starting point for China to promote the construction of a manufacturing power following green manufacturing and intelligent manufacturing.
Commercial aerospace refers to the allocation of technology, capital, talent and other resource elements in accordance with market rules for the purpose of profit. Since 2014, China has opened up private capital to participate in rocket manufacturing and satellite manufacturing, and many satellite companies have begun to move towards a closed loop of commercialization. It is estimated that by 2024, the size of China's commercial space market will reach 2,406 billion yuan, with a compound annual growth rate of 235%。With the continuous progress of technology, continuous investment of capital and policy guidance, commercial aerospace is expected to continue to maintain rapid development in the future, becoming an important support for moving from a "space power" to a "space power", and making greater contributions to China's economic development.
Low-altitude economy is an economic concept based on low-altitude airspace and dominated by the general aviation industry. It involves many industries such as low-altitude flight, air tourism, regional passenger transport, general aviation services, scientific research and education, etc., and has the characteristics of a comprehensive economic form with strong radiation driving effect and a long industrial chain. The development of low-altitude economy has been highly valued by the national strategy, at present, many places are actively seizing the low-altitude economic industry intensive innovation and high-speed development of the strategic opportunity period, the first window period, accelerate the formation of low-altitude economic industry agglomeration effect and innovation ecology, leading the development of low-altitude economy into a new track.
Open up new tracks such as quantum technology and life sciences
In terms of future industrial planning, the first work report proposes:We will open up new tracks such as quantum technology and life sciences, and create a number of future industry pilot areas.
As cutting-edge technologies, quantum technology and life sciences can not only promote the development of related fields, but also bring new growth points to the economy and society.
In terms of quantum technology, quantum computing is seen as a technology that has the potential to transform many fields such as healthcare, finance, and data security. In recent years, Chinese scientists have made remarkable progress in the field of quantum computing, such as successfully building a 255-photon quantum computing prototype"Chapter 9 No. 3", which has refreshed the world record for the technical level of optical quantum information and the superiority of quantum computing. In addition, the appearance of the latest quantum computer in China demonstrates the great advantages of quantum computing in solving complex mathematical problems. These advances show that quantum technology is in a stage of rapid development and is expected to play a greater role in the future.
The life sciences sector also faces significant changes and opportunities. IDC Futurescape's 2024 China Life Sciences Sector shows that the field is in the hot spot of digital development, and there will be technological development trends and market impact in the next five years. Biology researchers believe that biology is in the process of a major change, and there may be further development of research directions in 2024. This shows that the development prospects of the life sciences field are broad and have great development potential.
We will further promote the innovation and development of the digital economy
The 2024** work report points out that the innovation and development of the digital economy will be further promoted. Formulate policies to support the high-quality development of the digital economy, actively promote digital industrialization and industrial digitization, and promote the deep integration of digital technology and the real economy. Deepen the R&D and application of big data and artificial intelligenceCarry out the "artificial intelligence +" actionBuild a digital industrial cluster with international competitiveness. Implement the digital transformation of the manufacturing industry, accelerate the large-scale application of the industrial Internet, promote the digitalization of the service industry, and build smart cities and digital villages. Carry out in-depth special actions for the digital empowerment of small and medium-sized enterprises. Support platform enterprises to play a role in promoting innovation, increasing employment, and international competition. Complete basic data systems, and vigorously promote the development, openness, circulation, and use of data. Appropriately advance the construction of digital infrastructure, and accelerate the formation of a national integrated computing power system. We need to use extensive and profound digital transformation to empower economic development, enrich people's lives, and modernize social governance.