"Fourteenth Five-Year Plan" industry impact outlook

Manufacturing industry to digital and intelligent transformation

Major Issues in the Long-term Economic and Social Development Strategy (hereinafter referred to as "Major Issues")

"We will accelerate the development of digital economy, digital society and digital government, and promote digital optimization and upgrading in all fields."

Digital economy mainly includes digital industrialization and industry digitization. Among them, digital industrialization is through modern

The market-oriented application of information technology promotes the formation and development of digital industry; Industrial digitalization is the use of the modern

Information technology has transformed traditional industries in all directions, all angles and all chains. 2019 China Digital production

The added value of industrialization was 7.1 trillion yuan, while the added value of industrial digitalization was 28.8 trillion yuan, of which agriculture,

The penetration rate of industrial and service digital economy is 8.2%, 19.5% and 37.8% respectively. Related to service industry

In comparison, there is still a large space for the digitization process of the manufacturing industry, and the penetration rate is expected to be advanced during the "14th Five-Year Plan" period

Step up.

The pace of the transformation of manufacturing to intelligence is also expected to accelerate further. The acceleration of the digitization process of traditional manufacturing industry

It will bring massive data, and in the past decade or more, the Internet of Things, 5G, artificial intelligence, digital twins and other technologies

Rapid development has brought great progress in computing power and algorithms, and the increasing integration of the three will form a "data + computing power +.

Intelligent manufacturing technology system with algorithm as the core 1. It was first proposed in the government Work Report in 2019

The concept of "intelligent +" has identified intelligent manufacturing as an important development side of the new driving force of national economic development

To. During the "14th Five-Year Plan" period, the intelligent manufacturing system will further promote each other with the digital process through optimization

Research and development design, production and manufacturing, marketing management and other links, reshape the production process of traditional manufacturing industry, push

We will optimize and upgrade China's economic system and build a strong manufacturing country, a strong quality country, a strong network country and a digital China.

"Make up for shortcomings" to achieve core technology autonomy, safety,

reliable

In recent years, the world economic growth has slowed down, trade protectionism and anti-globalization trends have risen, and some countries have

It will strengthen technical protection in key areas, and the development of China's chip and semiconductor industry has repeatedly been restricted. great

The article proposes that the manufacturing industry should "make up for its shortcomings, that is, in areas and nodes related to national security.

Build an independent, controllable, safe and reliable domestic production and supply system that can be self-recycling at critical moments.

To ensure that the economy functions properly in extreme circumstances." It is expected that during the "14th Five-Year Plan" period, the manufacturing industry will develop one

The important direction is to break through the technical blockade in the field of "jam neck", and achieve core technology autonomy, safety and reliability

Fuck.

The new generation of information technology, biotechnology, new energy, new materials, high-end equipment,

Strategic emerging industries such as new energy vehicles, green environmental protection, aerospace and Marine equipment will become manufacturing

The main strength point of industry "make up the short board". On the one hand, research spending on core technologies will increase sharply; On the other

On the one hand, under the guidance of national policies, manufacturing investment, especially investment and financing for strategic emerging industries

It will accelerate and provide strong support for investment in fixed assets.

"Forging long board" to enhance the industrial chain and manufacturing cluster advantages

China's manufacturing industry has a relatively complete industrial system, complete industrial chain supply chain, high-tech labor

Power supply, strong domestic demand market and other unique advantages. The rapid recovery of China's production end after the epidemic and the outside world

The continued attraction of capital is inseparable from the "longboard" advantages of these manufacturing industries. "Forged long board" mainly refers to Gong

Steadily enhance the international leading position of advantageous industries, forge "killer" technology, and continue to enhance high-speed rail and electric power

The advantages of the whole industrial chain in the fields of equipment, new energy, communication equipment, etc., improve the quality of the industry, and enhance China's attitude to the industry

The influence of international industrial chain. 2 It is expected that the manufacturing industry "forging long board" during the "14th Five-Year Plan" will be from two aspects

Power: On the one hand, through the new infrastructure to open up all links of the advantageous industrial chain, to further optimize the allocation of resources

Set up; On the other hand, it is to cultivate world-class advanced manufacturing clusters. In February 2019, the Party Central Committee and The State Council

The Outline of the Development Plan for the Guangdong-Hong Kong-Macao Greater Bay Area was issued, with Shenzhen and Dongguan as the core in the east of the Pearl River

To build world-class advanced manufacturing industrial clusters such as electronic information with global influence and competitiveness. Up.

Shanghai, Guangdong, Zhejiang, Jiangsu, Anhui and other provinces and cities are also actively deploying to cultivate world-class advanced manufacturing clusters

Group. During the "14th Five-Year Plan" period, it was developed in key areas such as Beijing-Tianjin-Hebei, Guangdong-Hong Kong-Macao, Yangtze River Delta and Chengdu-Chongqing metropolitan area

Under the guidance of the policy dividend of the exhibition strategy, the system of region-centered and coordinated development between industries will be further built

Manufacturing cluster. Gradually realize inter-regional, leading industries and supporting industries to promote each other and jointly upgrade the good

The sexual cycle, the cooperation and upgrading of industries drive each other and develop together, bringing about the competition of manufacturing industry clusters

Force multiplier effect.

China's auto industry has enjoyed nearly 40 consecutive years of rapid growth, and in 2009 car sales surpassed those of the United States for the first time

Rose to number one in the world and has remained there ever since. Chinese car sales hit a record in 2017

The highest was 28.88 million vehicles, with a decline in vehicle sales in 2018 and 2019. The COVID-19 pandemic of 2020

Auto production and consumption have been hit hard, with car sales in the first quarter -42.4 percent year-on-year, along with the country

Home to effective epidemic prevention and control and active resumption of work and production, the decline in auto sales in the first three quarters has narrowed to -6.9%, the city

The recovery situation of the field continues to improve.

The proportion of new energy vehicles increased significantly

Since the beginning of the "Ten cities and thousands of vehicles project" in 2009, China's new energy automobile industry has developed for more than a decade

Under the strong promotion of national policies, China's new energy automobile industry has accumulated considerable first-mover advantages and superior scale

By 2018, China's new energy vehicle sales reached 1.256 million units, with a growth rate of 61.7%. However,

In 2019, China's new energy vehicle sales decreased to 1.206 million units, the first negative growth, which is the same as in 2019

Financial subsidies for new energy vehicles have declined significantly. Sales of new energy vehicles in China are expected to reach 130 in 2020

Ten thousand units, once again achieving positive growth. From the perspective of the global market, the development of new energy vehicles in China is still bright.

For many years, it has ranked first in the world, and according to EV Sales data, the global sales volume of new energy vehicles in 2019 was 221

Ten thousand units, China's new energy vehicle sales accounted for more than 50% of the global market share. At the same time 2019 power battery tired

The installed vehicles are about 203GWh, and the number of public charging piles is about 520,000, which reflects the importance of new energy vehicles

In the early stage of rapid development, a solid foundation has been laid.