Transfer from: Zhou Zhou Shanghai
On May 22, at the launching ceremony of the second phase of the "Science and Technology Innovation 100" High-Quality Development Research Institute, Jiang Xiangyang, Chairman of Bosera Fund, pointed out that scientific and technological innovation is of great significance to China's future economic and social development, and scientific and technological innovation is inseparable from financial support. Zeng Peng, chief investment officer of Bosera Fund, said that new productivity represents new technologies, creates new values, adapts to new industries, and reshapes new momentum, and has become the main line of investment in 2024.
Jiang Xiangyang, chairman of Bosera Fund, said in his speech that technological innovation is of great significance to China's future economic and social development, and technological innovation is inseparable from financial support. Public funds need to strengthen the capacity building of scientific and technological innovation investment, help smooth the virtuous cycle between science and technology, industry and finance, and build first-class investment institutions in the process of serving scientific and technological innovation.
Jiang Xiangyang said that technology finance is not only a "test paper" for the high-quality development of public funds, but also a huge opportunity. Technological innovation industry provides future investmentkastkingsharkyiii6000With the "long slopes and thick snow", the innovative development of the industry provides a large number of high-quality long-term investment targets for investment.
Regarding the new quality productivity sector, Zeng Peng, chief investment officer of Bosera Fund, said that new quality productivity includes strategic emerging industries and future industries. Specifically, new productivity includes eight strategic emerging industries and nine future industries.
Specifically, he pointed out that the eight strategic emerging industries include new generation information technology, new energy, new materials, high-end equipment, new energy vehicles, green environmental protection, civil aviation, shipbuilding and marine engineering equipment, etc.; the nine future industries include metaverse, brain-computer interfaces, quantum information, humanoid robots, generative artificial intelligence, biomanufacturing, future display, future network, and new energy storage.
Regarding the next investment line this year, Zeng Peng expressed his concern about three major directions:
The first is artificial intelligence computing power, which benefits include domestic AI chips, PCBs, optical modules and servers; the second is new energy vehicles. China's new energy vehicles are gradually becoming global technology and cost competitiveness, and domestic electric vehicles are beginning to enter overseas markets; Third, civil aviation. As the C919 domestic large aircraft enters the rapid improvement cycle of signing and delivery, the supporting domestic aero engines are maturing.
As for future industries, the main focus is on the following aspects: First, low-altitude economy. Data shows that in 2030, it is predicted that the market space of the entire industry chain will exceed 2%.kastkingsharkyiii6000..5 trillion yuan, and the current industry's market value ratio exceeds 10 times; the second is synthetic biology. Industrial policies of various countries around the world lead the development of the industry, and the cost advantage is prominent. In 2030, the market space is forecast to be close to 400 billion yuan, and the current industry's market value ratio exceeds 7 times; Third, quantum computing is an important competition place for global scientific and technological forward-looking strategic deployment. The emergence of quantum hegemony marks a major turning point in the field of quantum computing.
Source: Zhou Zhou Shanghai Author: Li Rui