Rewrite the Technological Landscape

"Mr. Meng thinks how much capital can the domestic high-tech industry absorb? How big is the market to absorb our high-tech products?" Everyone agrees with Meng Qian's statement, and naturally they will ask questions.

Meng Qian took out the prepared data, "There is no need to worry about how much capital the high-tech industry can absorb, because no amount of money is enough for the high-tech industry to burn.

In fact, what everyone is most worried about is the return on capital to accelerate the development of high-tech at this stage. After all, high-tech is not something that can be pulled up by capital, and how our advanced technology products can compare with those of countries such as the Neon Country of the United States. Product competition is another issue.

I would like to show you two pieces of data first. The first is the domestic demand data. This is the change in domestic demand for high-end materials, high-end equipment, and high-end technology from 1999 to 2009.

The data we got is about private enterprises. This demand has increased by a full 85 times. Ten years ago, when developed countries used machinery for production, our domestic production was basically manual. When developed countries were using high-end At the time of materials, we were still in the low-end manufacturing stage.

But today, ten years later, our domestic automated production and intelligent production have entered a period of rapid development. Our demand for superconducting materials, semiconductor materials, and optical fiber materials has increased significantly, and we have even begun to pursue the development of new materials.

For our Dafeng Group alone, the demand for high-end materials exceeded 80 billion last year.

Looking at external demand, it is true that countries such as the United States, Germany, and Nihongo have strong user stickiness in high-tech products, but we can also see that from our Dafeng Group to Huawei to Ziguang to BOE to Inspur and other companies over the years With the rapid development of the industry, the market is ultimately based on product + price. The high-tech industry has actually entered a period of horizontal expansion, such as chips. The classification of chips is becoming wider and wider, and the industry is becoming more and more detailed. These are all opportunities.

And I have another piece of data here. While China is developing, many developing countries are also developing. This decade is not only a period of rapid development for us, but also a period of rapid development for the entire developing country. Just like we have in-depth cooperation Thailand has developed very fast in recent years.

And the huge market potential under the development of these developing countries is a point that cannot be ignored, which is also an opportunity for our product export.

The most important point is that I think we have achieved a certain leading position in some high-tech fields, such as Yunzhilian. We have made a market prediction before. In the next ten years, Yunzhilian will drive at least one industry in the world. In the next 20 years, this figure will exceed 3 trillion yuan.

In my opinion, we have made some achievements in the high-tech field, proved some feasibility, and broken some traditional concepts. Now we are entering a new stage of development, and more and more domestic enterprises are beginning to enter the high-tech field .

I sincerely suggest that capital should be used to match the development of high technology and create a healthier economic environment. "

The experts looked at each other, and someone asked again, "Since Mr. Meng mentioned high-end materials and high-end equipment, it is just like what happened recently. The international blockade on our high-end materials and high-end equipment is very serious. For example, in the field of aerospace, we can’t buy an automatic wire laying machine until now. We can only watch the equipment that has been used for 20 years.

Indeed, the scope of high-tech has been expanding, and there are more and more directions to look for, but under the pressure of such high-end materials and high-end equipment, if the development of high-tech is too aggressive and large-scale, it will eventually It will not be easier to get stuck because of high-end materials and high-end equipment. "

"I understand what you mean." Meng Qian replied calmly, "You think we should raise the level of our high-end materials and high-end equipment, lay the foundation first, and then consider the development of high-tech in an all-round way. Now It’s a little too hasty to do that.”

"You can say that."

"Then I may have to express to you a question that I think is very realistic. Materials are indeed the foundation of high-tech development, and developed countries do rely on materials to promote the development of technology, but this model may not apply to us in China.

Because we have lagged behind, and lagged behind a lot, we obviously missed the big wave of material development in the 20th century. I think we may not be able to take the road of foundation-driven technology in a short time. Now it may be more suitable to take the road of demand-pull foundation. .

So I think one thing we can consider now is industrial transformation and upgrading. "

One of the reasons why Meng Qian mentioned industrial transformation and upgrading is because this matter itself was proposed in 2010. If this concept can be proposed in 2010 in the previous life, there is absolutely nothing wrong with talking about this matter in 2009 in this life. On the other hand, it is indeed time to consider industrial transformation and upgrading.

"The aircraft carrier and the lithography machine are the two best examples before us now. A clear product corresponds to a clear demand, and a clear demand corresponds to a clear development, and a clear development requires a clear investment and a clear team. My suggestion is to use industrial upgrades to reverse pull material upgrades.”

Wu, the deputy director of the Institute of Chemistry, Chinese Academy of Sciences, said, "Mr. There are projects, maybe we have capital, but the talent problem cannot be solved overnight.”

Meng Qian glanced at the dozen or so entrepreneurs who attended the meeting, including Ren Zhengfei and Hou Weigui, and each of them threw out a document.

"This is."

"From 2007 to 2009, under the background of the global financial crisis, we launched a large-scale overseas acquisition and talent recruitment. Among them, material science is the direction we all pay attention to. According to the current private communication In 2 years, more than 30 domestic companies have acquired more than 50 billion material companies overseas, and absorbed more than 20 world-class R\u0026D teams.

When it comes to talents, in the list of global materials scientists released by UNESCO and the International Union of Applied Chemistry this year, the top ten Chinese accounted for 8 seats, and 6 of them have joined the Dafeng Materials Company we just founded. "

In 2009, Huaxia had already dominated the global list of material scientists, and it will only become more and more dominant in the future. Huaxia University of Science and Technology has always been the university with the most output of top material scientists.

The experts and leaders carefully checked everyone's files. Meng Qian continued, "In fact, in order to develop materials science, in addition to interdisciplinary talents, another very important thing is collaboration. Whether it is the ACEE plan in the United States or the TANGO plan in Europe , are classic cooperation projects in the history of material science development.

Therefore, our companies have reached a consensus that we will establish a semiconductor material alliance based on the Shanghai IC Industrial Park to jointly promote the development of material science.

However, whether materials science can be developed to a greater extent still requires the organization and coordination at the national level and the introduction of corresponding standards.

We don't know what the leaders will think about it in the end, but at least we who are here today are all prepared. "