Reporter: Zhu Keli
Editor: Hong Xiaowen
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Zhu Keli (Founder and Dean of the National Research Institute for New Economy, Dean of the Bay Area Low Altitude Economy Research Institute)
This year, the government work report first proposed to &#34;create a new form of intelligent economy,&#34; while also clearly identifying multiple industrial sectors as &#34;emerging pillar industries.&#34; These two keywords will become key indicators for us to understand the high-quality development of the Chinese economy. In the author's view, there is a close internal connection between the intelligent economy and other emerging pillar industries and future industries, which needs to be viewed in a unified manner to better understand the logic of industrial economic transition in the era of intelligent economy.
The fields of integrated circuits, aerospace, biomedicine, and low-altitude economy have been given a new strategic positioning, indicating that the technology industry is upgrading from a &#34;new engine&#34; to a &#34;main driving force.&#34; In this process, the intelligent economy is not just a parallel new industrial track, but plays a role in solidifying the foundation of the future economy and fully empowering traditional, emerging, and future industries, supporting the formation of a modern industrial ecosystem characterized by collaborative symbiosis and chain linkage among emerging pillar industries, and promoting technology to truly take on the banner of GDP growth. This is not only an inevitable choice under the global technological revolution and industrial transformation but also one of the reasons for China's economic leap in capability and its move towards high-quality development.
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The Underlying Logic of &#34;Emerging Pillars&#34; in the Intelligent Era
The fields of integrated circuits, aerospace, biomedicine, and low-altitude economy have officially entered the ranks of &#34;emerging pillars,&#34; which is not merely an upgrade of concepts but a result of the high alignment of technological maturity, market demand, and strategic importance, clearly reflecting the historical transformation of China's industry from &#34;scale expansion&#34; to &#34;quality improvement,&#34; from &#34;single-point breakthroughs&#34; to &#34;system support,&#34; and from &#34;catching up&#34; to &#34;leading layout.&#34;
From the perspective of technological maturity, these industries have completed breakthroughs from point to area and are forming comprehensive, systematic, and scalable support capabilities. Among them, in the field of integrated circuits, a full industrial chain layout has been achieved in design, manufacturing, packaging and testing, equipment, and materials, with continuous breakthroughs in core links and steady improvement in the level of key technologies being independently controllable; in the aerospace field, a collaborative development pattern between national teams and commercial aerospace has formed, with the acceleration of domestic large aircraft, rocket recovery and reuse, and low-orbit satellite constellation deployment, and for the first time, the proportion of commercial aerospace launch frequency has exceeded half, with the industrial ecosystem becoming increasingly complete; in the biomedicine field, multiple breakthroughs are occurring in innovative drug research and development, gene editing, high-end medical devices, and biomanufacturing, with research and development cycles continuously shortening and international competitiveness steadily enhancing; in the low-altitude economy field, multiple breakthroughs have been achieved in airspace management reform, intelligent equipment research and development, and large-scale landing of scenarios, with products such as drones and eVTOL (electric vertical takeoff and landing aircraft) occupying significant global market shares
The maturity and stability of technology have equipped these industries with the hard power to shoulder the responsibility of economic growth.
From the perspective of market demand, emerging pillar industries precisely align with the three core demands of people's livelihood consumption, industrial transformation, and national security, possessing vast and lasting growth potential. Amid the wave of rising consumer demand, precision medicine, low-altitude tourism, and smart terminals have become new consumption hotspots, continuously satisfying people's aspirations for a better life and meeting the needs of social intelligent upgrades; during the process of industrial transformation and upgrading, the digital and intelligent transformation of manufacturing continues to drive the demand for core technologies such as high-end chips, artificial intelligence, and industrial software, providing strong momentum for industrial development; at the national strategic level, the urgent requirement for self-controllability in key areas and the security and stability of industrial and supply chains has made these industries a core support for ensuring national development security.
From the perspective of strategic importance, these emerging pillar industries are all core tracks related to national competitiveness, industrial chain security, and the construction of a modern industrial system. Specifically, integrated circuits are the &#34;cornerstone&#34; of the intelligent economy, determining the industrial discourse power in the intelligent era; aerospace is the &#34;crown&#34; of high-end manufacturing, concerning national space strategy and technological high ground; biomedicine is the &#34;guarantee&#34; of people's livelihood and welfare, safeguarding people's life and health; the low-altitude economy is the &#34;new pole&#34; of future growth, driving the coordinated development of multiple industries such as equipment manufacturing, logistics, and cultural tourism. Positioning such fields as emerging pillar industries in the intelligent era is undoubtedly a strategic choice based on the overall situation and long-term vision, laying a solid foundation for China to seize the initiative and gain an advantage in global industrial competition.
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The intelligent economy will be the core &#34;operating system&#34; of various industries
This year, the government work report first proposed &#34;creating a new form of intelligent economy.&#34; This marks that the familiar &#34;artificial intelligence +&#34; is fully transitioning from the tool empowerment stage to the era of intelligent economy characterized by comprehensive penetration and systematic reconstruction. The intelligent economy, with AI as its core engine and computing power, data, and algorithms as key elements, becomes the &#34;intelligent link&#34; connecting the four emerging pillar industries, promoting the transition of industries from isolated development to collaborative interaction, forming a &#34;1+1&gt;2&#34; aggregation effect.
Empowered by the intelligent economy, integrated circuits and computing power infrastructure are deeply integrated, optimizing chip design processes through AI, significantly enhancing R&amp;D efficiency, and supporting the construction of ultra-large-scale intelligent computing clusters, laying a solid computing foundation for digital economic development; aerospace is closely combined with satellite internet and artificial intelligence, promoting the efficient deployment and intelligent operation of low-orbit satellite constellations, expanding diverse scenarios such as integrated communication, remote sensing monitoring, and precise navigation, accelerating the large-scale implementation of the aerospace economy; biomedicine leverages new models such as AI drug development, smart clinical practices, and precision medicine to shorten R&amp;D cycles and reduce costs, allowing more innovative results to benefit people's livelihoods; the low-altitude economy relies on technologies such as intelligent scheduling, smart airspace management, and intelligent aircraft to build a safe, efficient, and fully covered low-altitude logistics and travel network, promoting the transition of industries from pilot exploration to nationwide popularization
The intelligent economy not only injects intelligent momentum into a single industry but also promotes mutual empowerment, cross-integration, and ecological symbiosis among other emerging pillar industries. As a &#34;strategic mother industry&#34; driven by new general-purpose technologies, the intelligent economy provides core technological support for other industries, while the aerospace economy expands the boundaries of application, the biopharmaceutical sector anchors on the demand orientation of people's livelihoods, and the concept of green low-carbon runs through the entire industrial chain, forming a modern industrial ecology characterized by &#34;intelligent leadership, aerospace expansion, livelihood orientation, and green support.&#34; This ecological development model transforms the technology industry from a single growth pole into a core driving system that permeates all fields of the economy and society, driving high-quality development.
The government work report clearly states the implementation of new infrastructure projects such as ultra-large-scale intelligent computing clusters and computing-electricity synergy. This will lay a solid foundation for the intelligent economy. The computing-electricity synergy achieves &#34;computing optimization of electricity, and electricity supporting computing,&#34; guiding computing power to be distributed in areas rich in green electricity, which not only reduces energy consumption and costs but also ensures stable supply of computing power; the national integrated computing power scheduling breaks regional barriers, allowing computing power to be as accessible and usable as water and electricity. With computing power as the foundation, data as the element, and algorithms as the core, the intelligent economy truly transforms technological advantages into industrial advantages and growth advantages, providing a continuous stream of intelligent momentum for emerging pillar industries.
At the same time, the government work report proposes to &#34;expand the technology service market,&#34; opening up new incremental space for technology to support GDP. Fields such as technology research and development, technology transfer, inspection and testing, intellectual property, technology consulting, and computing power services are entering a period of explosive growth, with the value of software services continuously increasing. The technology service market is not only the &#34;lubricant&#34; of the intelligent economy but also the &#34;accelerator&#34; of achievement transformation, promoting deep integration of the innovation chain, industrial chain, capital chain, and talent chain, forming a new trillion-level market that supports enterprise transformation, industrial upgrading, and activates the innovation ecosystem, becoming an important component of technology-driven GDP.
This round of track leapfrogging is backed by clearly discernible industrial transformation patterns: first, shifting from &#34;short board compensation&#34; to &#34;long board forging,&#34; from solving &#34;bottlenecks&#34; to building a self-controllable industrial ecology; second, shifting from &#34;policy support&#34; to &#34;market dominance,&#34; with the position of the industry determined by technological maturity and large-scale demand; third, shifting from &#34;single-point explosion&#34; to &#34;chain collaboration,&#34; achieving cross-field integration through the intelligent economy as a link. More importantly, emerging pillars and future industries form a pattern of tiered connection and rolling growth, where today's emerging pillars will provide a foundation for tomorrow's frontier fields, and today's future industries will become the growth pillars of the day after tomorrow. This progressive layout allows technology to sustainably and iteratively support GDP, making the intelligent economy the core operating system that spans all tracks.
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&#34;Operating System&#34; Triple Guarantee: Talent, Ecology, System
Under the comprehensive empowerment of the intelligent economy, the sustained and healthy development of emerging pillar industries relies on the collaborative efforts of talent, ecology, and systems, with the three mutually supporting each other, being indispensable, and jointly safeguarding technology's role in supporting GDP
Talent is the primary resource and the core driving force of industrial development. Currently, with the rapid development of the intelligent economy and emerging industries, there is still a gap in high-end technology talents, composite skill talents, and cross-disciplinary integration talents. We must adhere to the integrated promotion of education, technology, and talent, strengthen the dynamic adjustment of university disciplines and majors, focus on cutting-edge fields such as integrated circuits, aerospace, biomedicine, low-altitude economy, and artificial intelligence, and accelerate the cultivation of urgently needed professional talents; deepen the integration of industry and education, and school-enterprise cooperation, co-build training bases, industrial colleges, and joint laboratories, to cultivate more practical and innovative high-skilled talents; increase efforts to attract and nurture high-end overseas talents, improve talent evaluation, incentive, and service guarantee mechanisms, allowing various talents to fully unleash their innovative vitality and wisdom.
Ecology is the foundation of development and a key support for industrial growth. We need to build an open, collaborative, integrated innovation, and multi-party interactive industrial ecology to form a development synergy. The government should do a good job in top-level design and planning guidance, optimize the business environment, break down regional and industry barriers, and promote the free flow of resource elements; enterprises should play the role of innovation subjects, increase R&amp;D investment, strengthen upstream and downstream collaboration in the industrial chain, with leading enterprises guiding and driving, specialized and innovative enterprises supplementing and strengthening the chain, and cultivating more unicorns and gazelle enterprises; universities and research institutes should focus on basic research and tackling key core technologies, promoting the efficient transformation of scientific and technological achievements; industry associations should build communication and cooperation platforms, integrate resources, build consensus, and stimulate the overall vitality of the industrial ecology.
The system is the fundamental guarantee and a strong backing for the stable and long-term development of industries. Emerging industries, new business formats, and new models face challenges in policies, regulations, and incentives, which urgently need to be addressed through institutional innovation to break through bottlenecks. Improve support policies in finance, taxation, finance, and land, leverage the guiding role of government investment funds, attract the aggregation of social capital, vigorously develop venture capital and angel investment, and ensure &#34;patient capital&#34;; innovate regulatory models, implement inclusive and prudent regulation, balance development and safety, innovation and norms, and leave sufficient development space for new business formats; improve the intellectual property protection system and innovation incentive mechanisms, increase protection for core technologies and original achievements, ensuring that innovators receive returns and motivation; establish a mechanism for growth in future industrial investment and risk sharing, providing institutional guarantees for exploration in frontier fields.
As all parties work together, policies take effect, and innovations continue to emerge, technology will truly become the core pillar of economic growth, injecting inexhaustible momentum into the high-quality development of the Chinese economy. Standing at the starting point of the &#34;14th Five-Year Plan,&#34; the tide of development in emerging pillar industries has already surged, and the empowering path of the intelligent economy continues to extend. Under the comprehensive empowerment of the intelligent economy, the Chinese economy will surely accelerate its profound transformation from &#34;scale-speed type&#34; to &#34;quality-efficiency type,&#34; steadily advancing on the path of high-quality development.

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This year's government work report first proposed to "create a new form of intelligent economy" and clearly identified multiple industrial sectors as "emerging pillar industries." The intelligent economy is closely related to other emerging industries, promoting the upgrade of the technology industry from "new engine" to "main driving force." The technological maturity, market demand, and strategic importance of fields such as integrated circuits, aerospace, and biomedicine are highly aligned, marking a historic transformation of China's industries and contributing to high-quality economic development

Smart economy supports Chinese technology to uphold GDP