High tech product orders are busy, investment in emerging fields is accelerating, and financing for science and technology innovation enterprises is hot... By the middle of the year, Shanghai Securities News reporters have conducted in-depth research on the production and investment trends of emerging industries. Through the bustling production workshops, investment lists for expansion and quality improvement, and the continuous convergence of financial "live water" into the hard technology field, the trajectory of the new economic momentum is clearly visible.
Multiple factors drive the "busy production" of emerging industries
In June, 67 iPanel intelligent distribution cabinets developed and produced by Shenglong Electric Group were shipped by sea to Navira í, Mato Grosso State, southwest Brazil, providing intelligent power for Brazilian oil processing plants.
Zhang Lihui, Vice President of Shenglong Electric Group Guanggu Electric Co., Ltd., told reporters that the company's orders in the second quarter of this year have steadily increased, and domestic and foreign projects have been progressing in an orderly manner.
As a provider of smart power system solutions, the "order surge" of Optics Valley Electric Co., Ltd. is a microcosm of the "busy production" of high-tech products.
The resilience of exports and the accelerated development of high-end manufacturing have supported the steady growth of emerging industries in terms of production. The data released by the National Bureau of Statistics shows that in May, the PMI of high-tech manufacturing industry has been in the expansion range for 16 consecutive months; The added value of high-tech manufacturing industry increased by 15.1%; From January to May, the profit of high-tech manufacturing enterprises above designated size increased by 44.7% year-on-year
At present, China's economy is in a critical period of transition from old to new driving forces and industrial transformation and upgrading. The national and local governments have introduced multiple measures to build bridges and pave the way for the development of emerging industries.
The Ministry of Industry and Information Technology recently issued the "Implementation Opinions on Innovative Development of 'Artificial Intelligence+Information and Communication' (2026-2028)"; Jiangsu Province has issued an implementation plan for "Artificial Intelligence+Manufacturing", which clarifies the acceleration of the supply of industrial artificial intelligence models and software products; The draft of the "15th Five Year Plan for New Industrialization in Sichuan Province" lists integrated circuits, robotics, biomedicine, nuclear medicine, and other emerging industries as key areas for development
The related driving effect of new industries and technologies is emerging: the driving effect of artificial intelligence is evident, and from January to May, the added value of digital product manufacturing increased by 12% year-on-year; The platform economy continues to develop, and from January to April, the transaction volume of tourism and sightseeing services increased by 15% year-on-year; The green and low-carbon transformation continues to deepen, with the production of green products such as lithium-ion batteries, bio based chemical fibers, carbon fibers, and composite materials increasing by 40%, 18.1%, and 13.4% respectively in May
The cultivation and growth of new driving forces are reshaping China's development momentum, continuously enhancing the resilience and momentum of high-quality development, "said Wang Guanhua, spokesperson for the National Bureau of Statistics and deputy director of the Department of Comprehensive Statistics of the National Economy, at a press conference held by the State Council Information Office.
Technological innovation leads to booming investment in multiple fields
At the testing base of Guangdong Blue Submarine Marine Technology Co., Ltd. located in Songshan Lake, Dongguan, the company's third-generation underwater robot "Tuna-3" has just completed underwater strong current stability and terrain following tests.
Hu Gangyi, General Manager of Blue Submarine Ocean, said that the company received tens of millions of yuan in financing in the first half of this year, which has been fully used for expansion and core technology research such as "underwater WiFi" communication and HarmonyOS digital base.
Since the beginning of this year, the leading role of industrial innovation has continued to emerge, and investment in emerging fields has continued to increase. According to data from the National Bureau of Statistics, investment in high-tech industries increased by 4.5% year-on-year from January to May. Among them, investment in fields such as electronic circuit manufacturing, lithium-ion battery manufacturing, and integrated circuit manufacturing has maintained double-digit growth.
A batch of major projects are starting construction, new infrastructure is "landing and blooming", and investment vitality is constantly being released. In Guangdong, one of the largest single scale underwater computing centers in China, the Yangjiang GW level underwater computing center, has started construction with a total investment of over 110 billion yuan; In Zhejiang, the largest and highest investment ultra-high voltage AC transmission project in China, the State Grid Zhejiang 1000 kV High Voltage AC Ring Network Project, is currently under construction with a total investment of 29.3 billion yuan... With the construction of the "six networks", new infrastructure investment projects such as new power grids and computing power grids are accelerating their implementation.
According to preliminary estimates, the investment scale for the construction of "Six Networks" and related key areas this year will exceed 7 trillion yuan; It is expected that the total investment scale of key energy projects and new business models during the 15th Five Year Plan period will exceed 20 trillion yuan... Investment data listed by multiple ministries and commissions in interpreting policies show the direction, intensity, and confidence in stimulating investment vitality.
Wen Bin, Chief Economist of Minsheng Bank, stated that in the second half of the year, the high-tech manufacturing industry will continue to maintain rapid growth under policy support and resonance with the global AI capital expenditure cycle, and the investment growth rate in strategic emerging industries is expected to maintain double-digit expansion.
The emerging track is attracting investment and the field of science and technology innovation is experiencing a "financing boom"
The Skin External Preparation Project of China Pharmaceutical University has attracted over 10 million yuan in industrial investment; Wuhan University's broad-spectrum vaccine project has reached a commercial cooperation of millions with a listed company... Wu Hao, Deputy Director of the National Biomedical Regional Technology Transfer and Transformation Center (Nanjing, Jiangsu), said that the investment and financing heat in the biopharmaceutical field has rebounded, and more leading pharmaceutical enterprises have actively connected with university research achievements by building achievement transformation platforms, setting up special funds, and optimizing cooperation mechanisms to promote the implementation and transformation of industry university research.
Currently, the hard technology fields represented by artificial intelligence, biomedicine, semiconductors, etc. are constantly gathering abundant financial "living water". According to data from the Qingke Research Center, in the first quarter of this year, China's equity investment market disclosed an investment amount of approximately 234.425 billion yuan, an increase of 15.4% year-on-year, IT、 The investment activity in the fields of semiconductors, biotechnology, and healthcare ranks among the top.
The AI big model enterprise Moon Dark Side recently completed a $2 billion financing round, and the company has completed five rounds of financing within the year, with a new round of financing already underway. This is a microcosm of the rising popularity of investment and financing in the field of science and technology innovation.
Since the first quarter, there have been frequent large-scale financing in various fields of scientific and technological innovation, such as AI big models, computing power, robotics, and aerospace. These new industries are also areas that we focus on. ”Chen Wei, Chairman of Shenzhen Dongfang Fuhai Investment Management Co., Ltd., said that the company has increased its investment in emerging industries this year, with a total investment of over 50 enterprises.
Credit funds are also accelerating their flow towards emerging industries. According to data from the People's Bank of China, the balance of science and technology loans in China increased by 14.2% year-on-year at the end of May, with a growth rate higher than the average growth rate of various loans. Banks are increasing their credit allocation to fields such as artificial intelligence, robotics, and commercial aerospace.
Tian Xuan, Dean of the Guanghua School of Management at Peking University and a distinguished professor at Peking University Boya, said that from the emergence of innovative seeds in universities, to the large-scale financing of leading scientific and technological innovation enterprises, from venture capital institutions actively stepping up the forefront track, to the precise embedding of banking financial resources into the core links of the industrial chain, the diversified financing ecology in China's scientific and technological innovation field is accelerating its formation. This "multi wheel driven" financial support system not only effectively alleviates the financing bottleneck of hard technology enterprises, but also promotes a virtuous cycle of "technology industry finance", injecting a continuous stream of capital momentum into cultivating and developing new quality productivity.