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谢伏瞻
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李培林
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    2015年先进制造业发展趋势与投资机会分析

    摘要

    从传统制造向先进制造转变,成为当前全球制造业发展的大方向。在全球制造业国际分工体系中,发达国家占据主导地位:①在先进制造领域占据制高点;②对外转移低附加值的加工制造环节。我国虽然已经成为世界制造大国,但还不是制造强国。过去十年,我国的先进制造业获得了长足发展。2014年受经济不景气的影响,我国的制造业虽然增速有所放缓,但未来的发展前景广阔。在政策、行业需求和技术进步等多方面因素的驱动下,我国的先进制造业将紧随世界潮流而快速发展。建议重点投资装备制造、信息技术、节能环保、新能源、生产性服务业等产业,在投资区域上首选先进制造业集中的京津冀、长三角、珠三角等地区。

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    Abstract

    The industry transformation of traditional manufacturing to advanced manufacturing has become the development direction of current global manufacturing industry. In the international division of the global manufacturing industry,the developed countries occupy the dominant position. Firstly,they are occupying a commanding position in the field of advanced manufacturing. Secondly,they are outsourcing low value-added manufacturing sectors. China has become a big manufacturing country,but not a powerful manufacturing country. In the past 10 years,Chinese advanced manufacturing industry obtained a considerable development. In 2014,although its growth rate slowed down by the impact of the economic downturn,it still showed a quite promising future. Driving by many aspects,i.e. the policy,the industry demand and the progress of technology,the advanced manufacturing industry in China will follow the trend of the world’s rapid development. The key investment industries are equipment manufacturing,information technology,energy saving and environmental protection,new energy,productive service. And the preferred investment zone is in the eastern China,including the capital economic cycle,the Yangtze river Delta region and the pearl river delta region.

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    作者简介
    王申:王申,管理学博士,现就职于建投研究院,主要研究方向是先进制造业。
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