第一财经

How can future industries overcome periods of “uncertainty”? Experts from think tanks offer several suggestions.

原文:未来产业如何跨越“不确定性”周期,智库专家给出几个建议

Summary of Key Points

This news article focuses on the concept of "future industries" and highlights three key aspects: First, future industries are no longer driven by a single technology; instead, they enter an era of "ecological evolution," requiring collaboration among various factors such as technology, industry, and policy. Second, traditional methods of industrial planning are ineffective for future industries, and a strategy that combines short-term and long-term approaches, as well as phased development, is necessary to address uncertainties. Third, current challenges include difficulties in integrating science with industry and the mismatch between future industries and existing ecosystems, necessitating the creation of new types of industrial ecosystems to overcome these barriers.

Detailed Analysis

1. Future Industries Are Not About a "Single Technology Show" but a "Systematic Collaboration"

In the past, it was believed that future industries would be propelled by a single cutting-edge technology (such as AI or quantum computing). However, experts now argue this is incorrect. Liu Dongmei from the Chinese Academy of Science and Technology Development Strategy Research points out that frontier technologies and future industries are interdependent and evolve together:

  • At the micro level: Universal technologies like electricity and the internet, which can be applied across multiple industries, create a positive feedback loop where technological advancements drive industrial expansion, and in turn, this expansion further matures the technology.
  • At the meso level: Technological changes influence the entire landscape, including factors such as talent, equipment (e.g., 5G), infrastructure (e.g., computing power centers), and organizational models (e.g., how companies collaborate).
  • At the macro level: The direction of future industries is not fixed; it is determined by the mutual selection between technology and industry.

The most promising areas for future development are those where technologies intersect (e.g., AI combined with biomedicine or smart manufacturing). Success relies on the collaborative capabilities of the entire system, not just on a single component.

2. Integrating Science and Industry from the Start

Traditional approaches to transforming technology have involved developing innovations in laboratories before seeking industrial applications. Liu Dongmei suggests changing this mindset. For future industries, industry needs to be actively involved from the early stages of scientific research. Companies should clearly communicate their needs to researchers, providing application scenarios that involve four steps:

  • Defining requirements (indicating what the market demands).
  • Testing technologies in real-world contexts.
  • Providing feedback through market reactions to improve the technology.
  • Scaling successful models across different applications.

To facilitate this two-way interaction, a cross-sectoral support system is needed:

  • Establishing pilot platforms and proof-of-concept centers to transform laboratory technologies into scalable products.
  • Involving companies in setting research priorities, participating in development, and evaluating outcomes.
  • Providing financial support throughout the entire lifecycle of technological innovation.
  • Reforming governance mechanisms to promote collaboration between scientific research and industry departments.

3. Flexible Planning for Uncertainty

Traditional industrial planning methods (such as setting targets and providing subsidies) are unsuitable for future industries due to their high degree of uncertainty. Lu Xiao from the Chinese Academy of Sciences distinguishes two types of future industries:

  • Technology-driven: These rely on breakthroughs in fundamental sciences (e.g., quantum computing or nuclear fusion), with high technical barriers and long development cycles, making both the technology and market outcomes uncertain.
  • Scenario-driven: These are driven by specific needs (e.g., smart healthcare or autonomous driving), where technologies are more mature and can be quickly tested and optimized in real-world contexts.

Planning should therefore combine short-term and long-term approaches:

  • Short term: Focus on scaling up scenario-driven initiatives (e.g., expanding smart healthcare services).
  • Medium term: Secure a foothold in technology-driven areas (e.g., investing in quantum computing research).
  • Long term: Invest in research for the next generation of technologies.

The cultivation of future industries is a dynamic process that involves continuous cycles of technological breakthroughs, innovation, ecosystem formation, and governance improvements, which support further technological advancement.

4. Overcoming Barriers to Growth: Integrating Science and Industry, and Mismatching Ecologies

Rui Mingjie from Fudan University identifies two major challenges:

  • Integration difficulties: How to transform laboratory technologies into profitable commercial products that can sustain themselves.
  • Mismatching ecosystems: Future industries often struggle to integrate with existing industrial systems and social norms (e.g., data privacy regulations, environmental standards).

The solution lies in building new types of industrial ecosystems that address these issues by:

  • Fostering innovation: Encouraging collaboration between researchers and businesses.
  • Optimizing resources: Ensuring the availability of necessary talent, funding, and technology.
  • Strengthening coordination: Promoting cooperation among governments, companies, research institutions, and financial entities.
  • Protecting the ecosystem: Preventing environmental degradation in the name of development.

The ultimate goal is to create an ecosystem characterized by innovation leadership, resource adaptation, collaborative growth, sustainability, and openness, which will enable future industries to thrive from their initial stages.

In Summary

Future industries are not the result of a single technology; they require a comprehensive approach involving technology, industry, policy, and finance. New methods are needed to address uncertainties and reconcile differences with existing systems, enabling sustainable development.