Economy

The future industry may face a 'cocoon breaking' moment in 2026

2026-02-13   

At the beginning of 2026, from the first collective study by the Central Political Bureau focusing on future industrial development, to the active planning of specific measures by departments and localities, all signals that China is accelerating the cultivation and development of future industries have been released. The reporter learned that increasing efforts to tackle key core technologies in key areas, leveraging the role of enterprises as the main body, and establishing mechanisms for future industrial investment growth and risk sharing have become important directions. Industry insiders believe that by 2026, multiple industrial tracks are expected to achieve a key leap from laboratory to industrialization, and scenario driven approaches are expected to accelerate the process of technology to industry transformation. The 15th Five Year Plan proposes to promote quantum technology, biomanufacturing, hydrogen and nuclear fusion energy, brain computer interfaces, embodied intelligence, and sixth generation mobile communication as new economic growth points. These fields are typical representatives of future industries. Many technology companies are seizing the golden period of industrial development, accelerating technological breakthroughs and the transformation of achievements. At ZTE's northern headquarters located in Yizhuang, Beijing, the exhibition hall showcased the phased achievements in the 6G field. We are driving the upgrade of upstream components with the whole machine as the driving force, laying out the entire chain around 6G chips, instruments and meters, and working together with partners to overcome core technical challenges; And invest hundreds of millions of yuan to build a 6G open laboratory, conducting scenario incubation in immersive communication, embodied intelligence, low altitude economy and other fields. ”Yan Lijuan, Deputy General Manager of ZTE's Wireless and Computing Product Strategic Architecture Team, said. In the embodied intelligence industry, in recent days, large-scale robot parties and humanoid robot free fighting leagues led by enterprises have been held successively. This episode showcases the breakthrough progress of humanoid robots in complex motion control, high-precision group collaboration, and preliminary emotional expression. It is also a practice to promote the 'scenarization, practicality, and popularization' of embodied intelligence technology. In addition to the industrial and service industries, humanoid robots are also exploring the application prospects of cultural and entertainment industries, "said the person in charge of Zhiyuan Robotics. Currently, the future industry is gaining momentum. Data shows that China's 6G research and development has completed the first phase of technical trials, forming over 300 key technology reserves, and has initiated the second phase of 6G technology trials; By 2025, the number of artificial intelligence enterprises will exceed 6000, and the core industry scale is expected to exceed 1.2 trillion yuan; Brain computer interface technology is accelerating its expansion from healthcare to fields such as education and industry. The relevant person in charge of the Ministry of Industry and Information Technology recently stated that in 2026, efforts will be made to focus on areas such as quantum technology, humanoid robots, brain computer interfaces, deep-sea polar regions, 6G, and strengthen technological breakthroughs, product development, enterprise cultivation, and ecological construction. Various regions have also actively deployed efforts to promote key core technology research and development, and to give full play to the role of enterprises as the main body. For example, Guangdong Province has proposed to vigorously develop key sub industries such as sixth generation mobile communication, embodied intelligence, cell and gene therapy, and explore diverse technological routes, typical application scenarios, feasible business models, and market supervision rules. Henan Province proposes to support commercial aerospace enterprises such as Tianbing Technology and Tianzhang Satellite to expand and improve, promote the construction of projects such as Zhongqing Robot Global Production and Manufacturing Center and Shijia Photon Communication Chip, and create a national future industrial pilot zone. With the deep integration of technological innovation and industrial innovation, the "Outlook for China's Future Industrial Development in 2026" recently released by CCID Research Institute believes that China's future industries in multiple tracks are expected to achieve a key leap from technological breakthroughs to industrialization landing in 2026. For example, quantum technology is gradually moving from laboratories to specific scenario applications, and pilot demonstrations are being carried out in fields such as financial risk control and drug research and development; The path of biomanufacturing technology continues to mature, and its application depth in fields such as pharmaceutical research and development and agricultural breeding continues to expand; Controllable nuclear fusion has entered a critical stage of engineering feasibility verification, and commercialization is accelerating. Experts believe that cultivating future industries requires efforts to establish mechanisms for investment growth and risk sharing. Beijing recently announced plans to invest 100 million yuan annually to discover and cultivate more than 100 "Chuangying Future" enterprises. Guangdong Province has issued policy guidelines to establish a Guangdong Province Strategic Emerging Industry Investment Guidance Fund with a total scale of 100 billion yuan, with an initial investment of 50 billion yuan, and to establish fault tolerance and exemption mechanisms, long-term performance evaluation mechanisms, etc. Li Yiming, Deputy Director of the Future Industry Research Center at CCID Research Institute, stated that in response to the characteristics of ultra-high capital intensity, ultra long cycle investment, and extremely high risk faced in future industry investment, it is necessary to tailor measures to local conditions, classify policies, and jointly solve the problem of "who will invest" in future industries. Among them, government funds need to solve the problem of "patient investment", leverage fiscal funds, and promote technological and financial innovation oriented towards early, small, long-term, and hard technology investment. Social capital needs to solve the problem of "safe investment" and activate venture capital and private capital. Financial institutions need to solve the problem of "linkage investment", make good use of various channels such as bank credit, capital markets, technology insurance, bond issuance, etc., and smooth the financial life cycle of government investment funds. (New Society)

Edit:He Chuanning Responsible editor:Su Suiyue

Source:Economic Information Daily

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