Minsheng Securities: Technological innovation brings investment opportunities Pay attention to 5 sectors 21 shares

　　Create new drive the development strategy to bring investment opportunities full analysis - Minsheng Securities "scientific spring" telephone conference minutes Host: Minsheng Securities Research Institute Executive Director, Chief Macro Researcher Guan Qingyou Lecture Expert: Chinese Academy of Sciences, an expert Time: August 20, 2014 afternoon Guan Qingyou: 30 years ago, Comrade Xiaoping put forward the "scientific spring" this argument, from the positioning point of view, our conference theme "scientific creation new " and the first half of the introduction of the theme "Beijing-Tianjin." The two most important themes of the year are regional collaborative development and the other is technological innovation On August 18, Xi Jinping focused on the implementation of an innovation-driven development strategy at the 7th meeting of the Central Leading Group on Finance and Economics, at which General Secretary Xi stressed the need to "promote comprehensive innovation with innovation as its core, adhere to the direction of demand orientation and industrialization, adhere to the dominant position of enterprises in innovation, give full play to the decisive role of resources in market allocation and the advantages of the socialist system, and enhance the contribution of scientific and technological progress to economic growth" On the same day, the Chinese Academy of Sciences also held a video conference of leading cadres and key scientific research members of the Academy to convey the important instructions of the central leadership comrades such as Xi Jinping, Li Keqiang, Zhang Gaoli and Liu Yandong, and the Chinese Academy of Sciences issued the "First Action Plan and Comprehensive Reform And Reform Program", which is an important part of the innovation-driven development strategy Today, we visited the Chinese Academy of Sciences in the first half of the year to inspect the history of this matter and the current and future practices of the Academy of Sciences, and the impact on the capital market, invited to the Chinese Academy of Sciences, a research institute of the leadership to give us an introduction, and then strategy, TMT related fields of researchers in the field of scientific and technological innovation in the relevant targets and development characteristics to give you an introduction.　　Experts: On July 17, 13, General Secretary Xi visited the Chinese Academy of Sciences and, on the basis of affirming the achievements of the Academy of Sciences over the years, put forward four first-in-class requirements: taking the lead in realizing the rapid development of science and technology, taking the lead in building a national high-level scientific think tank, and taking the lead in building a world-class scientific research institution This requirement caused a great shock at the Academy of Sciences After Xi made four first requests, the academy planned the overall reform of the Academy of Sciences, after a year of brewing and overall design, this year's program has basically taken shape, and has been highly recognized by the central leadership General Secretary Xi, Premier Ke Qiang and two vice-premiers, Zhang Gaoli and Liu Yandong, respectively, made important announcements, and the words "this is a bright plan" The core content of this program is "different positioning of the Institute, the re-division of the four scientific research institutions", should not be called division, is to take the lead in the deepening reform, its main content is "without changing the original two-level mechanism of the hospital under the conditions, focus on how to achieve the four first actions." At the meeting on 18 August this year, the leaders conducted a briefing to inform and deploy the programme.　　The new content of the programme is: some of the existing research institutes exist some large and complete, small and complete problems, including the previous reform did not touch the key to the institutional mechanism, how to effectively correct to adapt to the current national requirements of the Academy of Sciences, from a pragmatic point of view, to the Institute classification reform as a breakthrough and Focus, proposed four structures: innovation research institute, innovation center, large scientific research center, feature research institute, in the previous development, each has formed its own characteristics, but there are some problems: each institute is fighting each other, in some areas there are duplication and mutual coverage.　　Through the first-in-the-nation program, these institutes are targeted in some categories: the needs of the country, will be able to form a number of strong public relations research team, to solve the national people's livelihood and national strategic issues of the scientific research unit closely combined to form an industrial chain and innovation chain, in major industries and national strategic needs to form output, which is the positioning of the Innovation Research Institute.　　For basic scientific research units, the establishment of leading domestic and internationally influential scientific research units as a center of excellence in innovation, aiming at the next decade or more in the field of basic research can form international impact and international breakthroughs of scientific research units.　　Relying on the country's major infrastructure, such as the South China Sea Mission, Shanghai Light Source, Anhui Hefei Science Island, relying on these infrastructure, to build the international advanced level, open to the domestic large-scale scientific research center, and thus promote the development of science and technology and breakthrough.　　Relying on the characteristics of the advantages of the discipline, others do not have the ability to engage or not, the Academy of Sciences has the advantage, the construction of a number of core competitiveness of the characteristic level of the institute.　　Classification is based on three aspects of consideration: from the positioning, classification reform helps to bring the core competitiveness of scientific research institutions together, play the scientific research force of the Academy of Sciences, form a strong combination In a strategic area or a high-tech industry, each has its own strengths, forming an innovation chain or an industrial chain, for major industries and cutting-edge technology to contribute, the core is to achieve pragmatic.　　Through such a way to strengthen international exchanges, the introduction and training of talent sons and talents can really promote the original innovation, according to the nature and characteristics of different innovation activities, the construction of different scientific research institutions to adjust the scientific and technological evaluation system, from the value-oriented, resource allocation, evaluation methods clearly positioned.　　These four types of architecture will have different characteristics from different evaluation methods, which is conducive to the allocation of resources for science and technology and the promotion of innovation ability.　　Our goal is: by 2020 to initially form a relatively perfect scientific structure, the output of a number of international lying results, from this point of view, the reform of the four types of research institutes is a grasping hand, through this focus to form a new change in the entire system of scientific and technological innovation The action is very large, is a pragmatic reform.　　Q1: Where is this reform of the Academy of Sciences in the context of the national innovation system, or how it has to do with modern innovation-driven development strategies?　　A1: The Academy of Sciences, as the main force of national science and technology, has actually played a leading role From the national strategy point of view, the current way of organizing scientific research activities is not in line with the current national strategic needs, the reform of the Academy of Sciences is a very good attempt It may represent the direction of future national scientific and technological reform.　　Q2: Can you give examples of the problems existing in the management of institutions in doing projects, projects, etc.　　A2: Many problems are very practical, for example, after the two sessions in previous years, the national budget can be implemented, the real allocation of funds by various departments is in the second half of the year The implementation rate of the request for funds at the end of the year, in such a short period of time there is a problem of spending surprise money Now the country issued the 11th article on this fine, more in line with the actual adjustment of scientific research The original scientific research budget management is very detailed, some clear entries can not be increased For scientific researchers, the staff in the establishment of institutions does not include personnel expenditure Because the cost of scientific research activities is unpredictable, the degree of detail of the original budget management brings about constraints in many times This affects the enthusiasm of researchers and constrains the expenditure of scientific research activities These are the areas where we believe we need reform.　　Q3: The Academy of Sciences system has two major pieces of basic scientific research and applied scientific research, applied science has the process of industrialization, enterprise from science to technology, from technology to industry, what is the next step of the Institute in applied scientific research?　　A3: Last year, the overall management department of the Academy of Sciences was reformed, the original management department was adjusted to the following three bureaus: Frontier Bureau (Front-line Science and Education Bureau): Focus on the international frontier research field can achieve significant scientific progress and major impact of the breakthrough Major Task Bureau (Major Science and Technology Task Bureau): major national-oriented special, around the international people's livelihood, the task of the national strategic needs Of the Science and Technology Development Bureau (Science and Technology for Development Bureau): focus on industrialization development, how the Academy of Science and Technology to the community can be exported to the development and progress of the development and progress of the society