中国未来50年产业发展趋势白皮书（第四期）

同球共济·和合共生 White Paper on China's Industrial Development Trends for the Next 50 Years(4thEdition) 白皮书摘要 人工智能——开拓与提升 大模型为“大脑”，以智能体为“神经”，以具身智能为“感官与四肢”，一个能够自主感知、思考并改造物理世界的智能形关键词：大模型、智能体Agent、具身智能、智算中心 制造业——突破与赋能 关键词：机器人、低空经济、深海科技 医疗健康——智能与精准 当前，中国医疗健康产业正加速智能化转型，已形成AI影像关键词：AI影像、智慧养老、脑机接口 大消费——消费创新与产业升级 关键词：情绪消费、健康消费、智能消费 碳中和——技术突破与工艺革新 未来五十年，中国碳中和产业供给侧聚焦数字驱动非化石能关键词：碳中和、新型光伏、钙钛矿 2025年8月27日 Abstract Artificial Intelligence Industry—Exploration andAdvancement Keywords: Large Language Model, AI Agent, EmbodiedIntelligence, AIDCLargeLanguagemodelsserveasthe“brain”,AIagentfunctions Theworldisundergoingacceleratedtransformationsunseeninacentury.Amid theinterplay ofmacro-levelforcessuch astheglobaleconomy,theworldpattern,andtechnologicalprogress,humanityisexperiencingprofoundandunprecedentedchange.Fromthevolatilityoftheglobaleconomytothereshapingoftheworldpattern,and further to the acceleratingadvance ofthetechnologicalrevolution,these forces collectively shape thefuturecourseofhumansociety.Astheworld'ssecond-largesteconomyandaresponsiblemajorcountry,China,embracingthespiritof"global solidarity",is firmly committed to sharing theworldwith the vast opportunities and development dividendsarisingfromChina’smodernizationandhigh-qualitydevelopment.Through tangible outcomes of cooperation,itinjectsan enduring impetus into global development andrevitalization,pooling formidable strength to advance themodernizationof all nations toward peaceful development,mutuallybeneficialcooperation,andsharedprosperity. asthe“nervoussystem”andembodiedintelligenceactsasthe“sensesandlimbs”.Anintelligentformcapableofindependentlyperceiving,thinking,and transforming the physical world isquietlyemerging.Thissignals aprofoundreshapingof socialstructures.Whenintelligencebecomesacoreproductionfactorthatisasubiquitousaselectricityandaccessibleondemand,theboundariesofhumancivilizationwillbeexpandedinfinitely.Wenowstandontheeveofendowingmachineswithboth“soul”and“body.”How we guide this evolution toward human–machinesymbiosiswillshapethegloballandscapeandhumanwell-beingoverthenextfiftyyears Intelligent Manufacturing Industry—Breakthroughand Empowerment UnderthestrongleadershipoftheCommunistPartyofChina,theeconomy of China navigated through challenges andadvancedsteadilyin2024:Chinagrossdomesticproduct(GDP)exceeded130trillionyuanforthefirsttime,registeringayear-on-year growth of 5%,ranking among the top of the world'smajoreconomies;thetotalforeigntradevolumeconsecutivelycrossedtwotrillion-yuanthresholds,reaching43.85trillionyuan;andtheexportvolumeexceeded25trillionyuanforthefirsttime,maintaininggrowthfortheeighthconsecutiveyear.Automobileexportssurpassed6millionunits,markinga23%year-on-yearincrease,withChinamaintainingitspositionastheworld'stopautomobileexporter.The year 2025 marks the conclusion ofthe14thFive-YearPlanandstandsasacrucialyearforfurthercomprehensivelydeepening reforms.China will unswervinglypromotereform and development through opening-up,continuetoadvanceChina’smodernizationsteadily,keepdrivinghigh-quality development,expand high-level opening up,activelyparticipate in global economic governance,and injectstrongimpetusintotherecoveryanddevelopmentoftheglobaleconomy. China’smanufacturing industry is undergoing a digitalKeywords: Robotics, Low-Altitude Economy, Deep-SeaTechnology transformationand upgrade,with breakthroughs achieved inhigh-endmanufacturingareassuchasrobotics,generalaviation,anddeep-seaequipment.Ascoretechnologiesandindustrialecosystemscontinuetomature,themarketsizeofthesethreesectorsisprojectedtoreachthetrillion-yuanlevelby2075. Healthcare Industry—Intelligence and Precision China’smedicalandhealthindustryisacceleratingitsintelligentKeywords: AI Medical Imaging, Smart Elderly Care, Brain–Computer Interface transformation,formingathree-tieredinnovationdevelopmentpattern:clinical applications of AI imaging technologies,implementationofsmartelderlycarescenariosandbreakthroughsinbrain–computerinterfacetechnologies. “Dreamsandwishesmaybefar,buttheycanbefulfilledwithdedicatedpursuit.”Asanimportantwitnessandparticipantinthedevelopmentof the global and China’s economic landscapes,Frost&Sullivan,in conjunction with LeadLeo,is pleased toreleaseWhitePaperonChina‘sIndustrialDevelopmentTrendsforthe Next 50 Years（4th Edition）.From an industryperspective,thispaperinterprets the developmenttrends andopportunitiesof China’s five core industries over the next 50years.Thiswhitepaperexaminesfuturepathwaysandopportunitiesin China‘s core industries,focusing on five keysectors:ArtificialIntelligenceIndustry,IntelligentManufacturingIndustry,Healthcare Industry,the Mass Consumption Industry,andCarbon Neutrality Industry.We welcome readers toreferencethisworkandappreciateanycommentsorsuggestionsforrefinement.—Global Partner and Greater China Chairman, Frost & Sullivan Mass Consumption Industry—ConsumptionInnovation and Industry Upgrading Asthe“threekeydrivers”ofeconomicgrowth,consumption,Keywords: Emotional Consumption, W