Finance Associated Press, April 13 (Reporter Fu Jing) Cultivating emerging industries and future industries is an urgent need for China to accelerate the development of new quality productive forces and seize the commanding heights of global industrial competition.

According to the reporter's observation, thanks to the core technology and first-mover advantages accumulated in the fields of semiconductors, advanced manufacturing, information technology, etc., as well as the advanced layout of cutting-edge technologies in the industry and rich practical experience in industrialization and commercialization, the listed companies on the Science and Technology Innovation Board are accelerating towards the new track of the future industry. Based on the advantages of technology homology and industrialization, the company promotes the development of future industries, and behind the new track, R&D and innovation has become the strategic fulcrum of the development of the science and technology innovation board.

Taking the field of embodied intelligence, which has been very popular in the market since this year, as an example, humanoid robots are multi-industry and multi-disciplinary "aggregates" such as artificial intelligence, high-end manufacturing, and new materials, and have a high degree of technological homology with the six strategic emerging industries of the Science and Technology Innovation Board. Up to now, there are 225, 128, 51 and 19 listed companies in the fields of new generation information technology, high-end equipment manufacturing, new materials, and power batteries on the Science and Technology Innovation Board, respectively, to achieve chain group development, and are expected to work together to provide core components such as robot body, reducer, and power battery hardware support for the industrialization development of humanoid robots, as well as software assistance such as control systems and algorithm models.

According to relevant statistics, 14 companies on the Science and Technology Innovation Board have taken the in-depth research and development of humanoid robots and embodied intelligence-related products as an important measure, and included them in the company's special action plan of "improving quality, efficiency and return" and disclosed it to the public. Most of these companies come from the field of industrial robots, and they have advantages in the research and development of robot ontology and the combination with industrial and other application scenarios.

Among them, Buke shares (688160. SH) disclosed that it has a high market share in the field of industrial mobile robots (AGV/AMR) in China, and has a layout in the field of bionic robots, and has obtained small batch sample orders for frameless torque motors provided to customers; Eft (688165. SH) recently announced the latest news of the signing of a memorandum of cooperation with HUAWEI CLOUD, and the two parties will cooperate on the research and development of embodied intelligent underlying technologies, intelligent robot product upgrades, and industrial ecosystem expansion, aiming to promote the innovation and development of intelligent manufacturing.

In new tracks such as artificial intelligence and low-altitude economy, the Science and Technology Innovation Board actively promotes the deep integration of scientific and technological innovation and industrial innovation. According to statistics, in the field of artificial intelligence, more than 30 companies on the Science and Technology Innovation Board have taken root in large-scale model training, algorithm optimization and scenario implementation, laying a solid foundation for downstream application scenarios such as intelligent driving and smart cities. In the field of low-altitude economy, nearly 20 companies on the Science and Technology Innovation Board have businesses covering fuselage composite materials, drone R&D and manufacturing, and air traffic control systems, and continue to cultivate in the business directions of agriculture and forestry plant protection, logistics and transportation, and power inspection.

In addition, more companies are promoting the combination of big data technology and low-altitude economy. For example, the star map of Zhongke (688568. SH) released its innovative product Xingtu low-altitude cloud platform, which is expected to connect to aircraft data resources, give full play to computing analysis and operation control capabilities, and empower multiple scenarios such as government inspection, cultural tourism, logistics and distribution, emergency rescue and power inspection.

In terms of specific R&D investment, since the opening of the market, the average R&D intensity of companies on the STAR Market has remained at a high level of more than 10%. In the first three quarters of 2024, the R&D investment of companies on the Science and Technology Innovation Board has exceeded 100 billion yuan, reaching more than twice the net profit attributable to the parent company in the same period.

Promoting the safe and healthy development of emerging industries such as commercial aerospace and low-altitude economy, and cultivating future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G have become high-frequency words in this year's government work report and a series of policy documents. It is worth noting that the R&D funds of companies on the STAR Market have also continued to be invested in cutting-edge technologies.

More than 100 companies on the STAR Market have mentioned in the special action plan of "improving quality, efficiency and return" that they will pay close attention to cutting-edge technologies and promote the reserve of new technologies and R&D projects. For example, Xiamen Tungsten New Energy (688778. SH) said that it will iteratively upgrade high-voltage lithium cobalt oxide, high-voltage, high-power ternary materials, liquid phase lithium iron phosphate and other advantageous products, and break through the R&D and industrialization of cutting-edge technologies such as lithium iron manganese phosphate, sodium battery cathode materials, all-solid-state battery materials, and lithium supplement materials.

At present, a number of enterprises have ushered in the landing of blockbuster technological achievements. Recently, Trina Solar (688599. SH) announced that its self-developed 210mm large-area perovskite/crystalline silicon tandem solar cell has reached an efficiency of 31.1%, which has set a new world record certified by overseas research institutes, which is the first time in the world to achieve an efficiency of more than 31% in the size of an industrial-grade 210mm cell, and the 32nd time that Trina Solar has set a new world record. Remegen(688331. SH) recently selected as the "latest breakthrough study" for the Phase III clinical trial of tetanercept for the treatment of myasthenia gravis, which will be presented in a focused oral presentation at the 2025 American Academy of Neurology Annual Meeting (AAN), with excellent patient improvement rates and the potential to change the global treatment landscape in this field of treatment.