12月26日,国家发展改革委办公厅印发《增强制造业核心竞争力三年行动计划(2018-2020年)》重点领域关键技术产业化实施方案,实施方案包括九大重点领域,分别是轨道交通装备、高端船舶和海洋工程装备、智能机器人、智能汽车、现代农业机械、高端医疗器械和药品、新材料、制造业智能化、重大技术装备等九大关键技术。
On December 26, the national development and reform commission issued by the general office of the enhances the core competitiveness of the manufacturing plan of action three years (2018-2020) "key areas key technology industrialization implementation plan, implementation plan, including nine key areas, rail transportation equipment, high-end ship and ocean engineering equipment, intelligent robot, smart cars, modern agricultural machinery, high-end medical equipment and medicine, new materials, manufacturing nine key technology such as intelligent, major technical equipment.
中国经济结构调整所需的制造业升级,将带来相关产业政策对制造业投资的支持。随着中国打造制造业强国诉求的上升,财政支出、产业政策、研发支出等相关方面,将对高端制造业以及新经济相关制造业投资的支持力度有所上升,从而对整体制造业投资形成支撑。
On December 26, the national development and reform commission issued by the general office of the enhances the core competitiveness of the manufacturing plan of action three years (2018-2020) "key areas key technology industrialization implementation plan, implementation plan, including nine key areas, rail transportation equipment, high-end ship and ocean engineering equipment, intelligent robot, smart cars, modern agricultural machinery, high-end medical equipment and medicine, new materials, manufacturing nine key technology such as intelligent, major technical equipment.
我国在全球制造业产业中的地位越来越重要,国际分工中的参与度越来越高,在政策支持和企业盈利改善持续的大背景下,制造业投资复苏有望成为最大亮点。一方面,当前的经济政策着力提高制造业投资,十九大再次提出要加快建设制造强国,加快发展先进制造业;另一方面,经济增长的质量不断提高,在新一轮企业盈利复苏的周期中,制造业投资有望加速回升,成为最大亮点。
On December 26, the national development and reform commission issued by the general office of the enhances the core competitiveness of the manufacturing plan of action three years (2018-2020) "key areas key technology industrialization implementation plan, implementation plan, including nine key areas, rail transportation equipment, high-end ship and ocean engineering equipment, intelligent robot, smart cars, modern agricultural machinery, high-end medical equipment and medicine, new materials, manufacturing nine key technology such as intelligent, major technical equipment.
此次三年行动计划的出台将使得计划中提到的九大领域全面受益。同时,我国还在加速推动人工智能与制造业的融合,制造业产业链上中下游正在发生变革,从上游新材料,到产品设计、供应链管理、营销方式变革,以及制造环节的智能化,产品的全生命周期管理等整个产业链,各个细分市场都存在技术创新、模式创新带来的投资机会。
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