---
title: "Northeast Securities Liao Bo: New quality productivity becomes the core driving force on both the supply and demand sides, and commercial aerospace is worth paying attention to"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/279315295.md"
description: "Liao Bo, Chief Macro Economic Analyst at Northeast Securities, stated at the \"Bay Area Financial Leaders Conference\" that since 2018, China has made breakthroughs in several key areas, and the new quality productivity will become the core driving force of economic growth in the future. He emphasized that commercial aerospace, as an important direction in the high-tech field, can attract capital and promote the upstream and downstream development of resources, becoming the focus of capital allocation"
datetime: "2026-03-16T15:04:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/279315295.md)
  - [en](https://longbridge.com/en/news/279315295.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/279315295.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/279315295.md) | [繁體中文](https://longbridge.com/zh-HK/news/279315295.md)


# Northeast Securities Liao Bo: New quality productivity becomes the core driving force on both the supply and demand sides, and commercial aerospace is worth paying attention to

**Southern Finance 21st Century Economic Report Journalist Yuan Sijie Reports from Hong Kong**

"The diffusion path of the technological revolution is not linear; the most challenging breakthrough is always from 0 to 1. Since 2018, our breakthroughs in various bottleneck areas have proven this point. Looking to the future, new productive forces will become the core engine driving China's economic growth from both the supply and demand sides," said Liao Bo, Chief Macro Economic Analyst at Northeast Securities Research Institute, at the "Bay Area Financial Leaders Forum" event.

On March 11, the "Bay Area Financial Leaders Forum," hosted by Southern Finance All-Media Group, was held in Hong Kong. The event, themed "Vision 2026—Interpretation of Two Sessions Policies and Spring Investment Outlook," brought together chief economists and market strategists from several leading financial institutions for a high-level, in-depth dialogue.

Liao Bo pointed out that commercial aerospace is a direction with significant strategic depth among new productive forces. It not only represents a high point of high technology itself but also has the potential to penetrate upstream resources such as copper and tungsten, and extend downwards to the service industry, likely attracting accelerated capital accumulation from the primary and secondary markets, becoming the core focus of future capital allocation

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