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Huang Qifan: The consumer Internet has reached the ceiling, and the industrial Internet will usher in a new outlet丨Mr. Caijin

author:Great River Finance Cube

On May 13, the 40th anniversary of the Yellow River Institute of Science and Technology was held. Huang Qifan, former mayor of Chongqing, vice chairman of the Financial and Economic Committee of the 12th National People's Congress, and executive vice chairman of the Academic Committee of the China National Innovation and Development Strategy Research Association, gave a report on the topic of "The Logical Connotation and Implementation Path of New Quality Productivity".

Huang Qifan: The consumer Internet has reached the ceiling, and the industrial Internet will usher in a new outlet丨Mr. Caijin

In the two-and-a-half-hour report, Huang Qifan made an in-depth analysis and interpretation of the connotation and extension of new quality productivity, which aroused strong resonance among the participants. After the report, Huang Qifan was interviewed by the reporter of Dahe Finance Cube and affirmed the cultivation effect of Henan's new quality productivity.

Huang Qifan: The consumer Internet has reached the ceiling, and the industrial Internet will usher in a new outlet丨Mr. Caijin

The market size of new quality productivity is huge

Disruptive innovation around five key sectors

Huang Qifan, known as the "mayor of finance" and "mayor of capital", is an expert official recognized by everyone.

Huang Qifan has written a lot of books, from the early "Analysis and Thinking", "Strategy and Path: Huang Qifan's Twelve Economic Lessons" to the recent "Restructuring and Breakthrough" and "New Quality Productivity" (co-author), all of which condense his expectations and thoughts on social change and social development.

The academic report of this trip to Zhengzhou is his observation and interpretation of the new quality productivity that is of general concern to the current society.

The new quality productivity is the quality of advanced productivity that plays a leading role in innovation, gets rid of the traditional economic growth mode and productivity development path, has the characteristics of high technology, high efficiency and high quality, and conforms to the new development concept.

Huang Qifan said that throughout the history of human development, there are technological innovations that promote the progress of the times at every stage. However, the new quality productivity is not equivalent to technological progress in various fields, but is concentrated in industrial sectors that can open up new era functions.

"New quality productivity is a disruptive innovation around the five key sectors of information technology, biomedicine, new energy, new materials and high-end equipment manufacturing. The formation of a new quality of productive forces will not only bring about a change in the social productive forces of the entire country, but will also enter tens of millions of people's households, and the market scale will be extremely large. Huang Qifan said.

Innovation can be a marginal small reform, or it can be a "0 to 1" out of nothing, and the disruptive innovation contained in the new quality of productivity must belong to the latter. According to Huang Qifan, this kind of disruptive innovation specifically includes five levels: theoretical innovation (such as relativity), technological innovation, process innovation, tool innovation and factor innovation.

"Therefore, disruptive innovation related to new quality productivity can be considered from these five levels. These five levels of innovation around the above five key sectors can promote the development of new quality productivity. Huang Qifan said.

The development of social productive forces in any era will form a microcosm of core technology, which will be transformed into terminals that play a functional role in the family, such as computers and mobile phones in the third scientific and technological revolution.

In today's era of artificial intelligence, the new quality of productivity will eventually enter thousands of households and form new products. Huang Qifan said that once this kind of product matures, it will form a trillion-dollar market and produce huge coverage.

"The 'Big Five' in the era of artificial intelligence generally includes home robots, large models capable of outputting content, AR/VR headsets or glasses with brain-computer interfaces, self-driving clean energy vehicles, and 3D printing. In the future, which country can grasp these 'five major items', or be in a leading position in one or two of them, will also seize the opportunity of the times. Huang Qifan said.

Henan is a large province in terms of economy, population, food and culture, and Huang Qifan fully affirmed the effectiveness of Henan in cultivating new quality productivity.

At present, in Henan, strategic emerging industries such as advanced equipment, electronic information, and biomedicine have become the main force driving industrial growth, and the market share of optical communication chips, sensors and other products ranks among the top in the country.

In addition, Henan is also actively promoting artificial intelligence, hydrogen energy, new materials and other industries to a new level, with "new" to improve "quality", "quality" to promote "new", the province's new quality productivity is accelerating "growth".

Achieve high quality made in China

It is necessary to vigorously develop high value-added producer services

The development of any productive force will give rise to new services. The new services driven by the new quality productivity are the productive services that can be embedded in the global industrial chain and supply chain and have a significant controlling impact on the global industrial chain.

Further, productive services, that is, services directly related to the manufacturing industry, include the development of the industrial chain, logistics and distribution, market access, ecological and environmental protection, etc. The content of productive services in the product determines the quality of the industrial product.

Huang Qifan believes that different from the life services for individuals, productive services are an important growth pole in the stage of high-quality development, and only by doing a good job in productive services can the economy gain momentum for sustained growth.

Looking at the world, the producer services industry in all countries of the world accounts for more and more of GDP, the United States producer service industry accounts for more than 50% of GDP, the European Union accounts for about 40%, and the added value of producer services in other developed countries and G20 countries accounts for 40%~50% of GDP. The mainland's producer service industry accounts for about 17%~18% of GDP, which is the shortcoming of our country's productivity.

In this regard, Huang Qifan mentioned that in order to achieve high-quality Chinese manufacturing, it is necessary to vigorously develop high value-added producer services that are strongly related to the manufacturing industry.

The consumer internet has reached its ceiling

The industrial Internet will usher in a new outlet

The progress of technology will inevitably bring about new industrial forms. The core of cultivating new industrial forms is to promote industrial transformation and profound adjustment of industrial organization.

At present, the rapid development of digital technologies such as big data, cloud computing, and artificial intelligence, as well as the role played by each technology in its respective fields, itself represents the progress of new quality productivity. In Huang Qifan's view, the value brought by digital technology is far more than this, and we should pay attention to the emerging business formats spawned by digital technology.

"The value of digital technology lies in the superposition of multiple technologies to form an intelligent platform. In this intelligent platform, cloud computing is equivalent to the backbone, big data is equivalent to the internal organs, artificial intelligence is equivalent to the brain, mobile Internet is equivalent to the nerves, and blockchain is equivalent to genetic functions. Combining this platform with traditional industries is the digitalization of traditional industries, that is, the process of digital technology empowering traditional industries. Huang Qifan explained vividly and vividly.

Huang Qifan introduced that such a platform has three forms of expression: one is that enterprises develop their own digital platforms, the second is a platform that focuses on a certain field (not involving manufacturing) (such as the consumer Internet represented by Alibaba), and the third is the industrial Internet, that is, the use of digital platforms to unify the entire industry.

To better explain the "industrial Internet", Huang Qifan cites the example of SHEIN, an online retailer in the apparel industry. However, he does not deny that there are still few cases that really belong to the "industrial Internet".

"The B-to-B or B-to-C dominant model of the consumer Internet has reached the ceiling of development, and I don't think this model has played the full role of the network. The industrial Internet is what the mainland really lacks. Huang Qifan said.

"In short, the aggregate formed by new manufacturing represented by strategic emerging industries and future industries, new services represented by high value-added producer services, and new formats represented by globalization and digitalization (industrial Internet) is new quality productivity." Huang Qifan said.

Editor-in-charge: Tao Jiyan | Reviewer: Li Jinyu | Review: Li Zhen | Supervisor: Wan Junwei