Shanghai Issues 15th Five-Year Plan for Strategic Emerging Industries, Targeting RMB 2.1 Trillion Value-Added

On August 26, the General Office of the Shanghai Municipal People's Government issued the "15th Five-Year Plan for the Development of Strategic Emerging Industries in Shanghai." The plan sets a target that by 2030, the value-added of strategic emerging industries will reach RMB 2.1 trillion, with the total output value of industrial strategic emerging industries accounting for more than 50% of the total output value of industries above designated size, and the average annual growth rate of manufacturing in the three leading industries exceeding 10%. The plan specifies efforts to enhance the strategic leadership of the three leading industries, expand 12 sub-sectors of emerging pillar industries, make forward-looking arrangements for 10 frontier technologies, cultivate eight new types of service business models in strategic emerging industries, and encourage all districts to build specialty parks for strategic emerging industries.

In the integrated circuit sector, the plan proposes strengthening forward-looking layout in key areas, focusing on developing high-end chips and AI-empowered design, accelerating the research, development, and industrialization of high-end chips, and building vertical models and intelligent agents for chip design. It also promotes the research and mass production application of new technologies such as advanced packaging, supports the development of packaging equipment and materials, and supports the research and development of new material devices such as two-dimensional materials, while advancing the design and tape-out of three-dimensional stacked architecture chips. In the biomedical industry, the plan accelerates the cultivation and development of innovative drugs with significant intellectual property value, establishes a mechanism for the discovery and selection of innovative drugs, strengthens the auxiliary prediction of clinical success rates by AI models, and promotes the use of high-quality medical and clinical research cohort data to support the development and transformation of innovative drugs. It focuses on developing innovative drugs with high clinical value, intelligent high-end medical devices, and high-end pharmaceutical R&D and medical services, supporting the research and transformation of new mechanism drugs such as multifunctional antibodies, universal cells, and protein-targeted degradation, as well as the development of devices such as miniaturized proton radiotherapy equipment and flexible surgical robots.

In the artificial intelligence industry, the plan proposes building a "chip-model-cloud" ecosystem, creating a full-stack technology test and verification platform, and constructing a general AI-led scientific research base platform and AI evaluation infrastructure. It focuses on developing large models and intelligent agents, scientific intelligence, embodied intelligence, and the intelligent computing industry system. In terms of large models and intelligent agents, it promotes iteration in ultra-long context and native multimodality, and builds a general intelligent agent foundation. In embodied intelligence, it tackles core algorithms such as long-horizon planning and dexterous manipulation, and builds a world model and physical AI algorithm system. In the intelligent computing industry system, it overcomes technologies such as optoelectronic hybrid communication, storage-computing collaborative optimization, and prefill-decoding separation, and builds a token cloud service industry system.

The plan also proposes strengthening sub-sectors of emerging pillar industries. In new intelligent terminals, it accelerates breakthroughs in key technologies such as on-device AI chips, next-generation displays, and flexible material sensors, and creates consumer terminals such as AI computers, AI phones, AI glasses, and bionic robots. In blockchain, it breaks through key technologies such as heterogeneous converged blockchain-specific chips, distributed operating systems, and high-performance consensus algorithms, and builds blockchain network hubs. In industrial software, it promotes AI-empowered innovative development of industrial software, and breaks through key technologies such as core geometric engines for three-dimensional computer-aided design and multi-physics solvers. In intelligent connected new energy vehicles, it builds a high-level autonomous driving pilot zone, promotes the research and application of intelligent driving large models, and accelerates the research and mass production of semi-solid-state and solid-state batteries.

In intelligent robots, it tackles key technologies such as high-precision multimodal sensors, joint modules, and high-precision dexterous hands, and accelerates the development of landmark products such as multi-form general-purpose intelligent robots. In civil aviation, it enhances large aircraft final assembly manufacturing and supply chain capabilities, promotes the scale and serialization of large passenger aircraft, and accelerates the development of wide-body passenger aircraft. In commercial aerospace and satellite internet, it promotes the integrated development of satellite internet with BeiDou, sixth-generation mobile communications, and AI, accelerates the networking of low-orbit communication satellites under the "Qianfan Constellation," and develops a new generation of large-diameter, high-thrust reusable rockets. In the low-altitude economy, it develops new vertical take-off and landing aircraft with large payload and long endurance, breaks through core technologies such as high-energy-density aviation power batteries and high-power-density motors, and orderly advances the designation of low-altitude public routes and the construction of low-altitude intelligent networked systems.