替代：2026科技趋势报告Displacement:2026Tech Trends Report2026年5月指导单位中国国家创务局发居致票机定公联合发布替代实验室DisplacementLab创新发展部
替代实验室前言《替代:2026科技趋势报告》是替代实验室推出的首份以“替代"为主题的年度研究报告,是一份通往未来科技与产业变革的全景指南。我们认为:创新的背后是替代，替代的本质是“人机器·环境”关系的重构;创新最终都通往三个自标，即福祉、效率和环保。2026年是“十五五"开局之年，是迈向2035和2050这两个关键年份的重要节点,更是新的全球大周期的重要开端。面对新周期，替代实验室以独创的“替代”理论，为新周期提供新的观察视角，并深入探寻科技变革、产业变革和新质生产力发展背后的规律。新周期富含新机遇，本报告关注4大产业门类的22个前沿行业现状及其未来走向,这些行业基本涵盖了"十五五"规划中的新兴产业和未来产业，是科技创新与产业创新的融合交汇点，是中国面向下一个周期的重要着力点，也是构建新的全球竞争力的重点方向。同时,报告对一级市场和二级市场的最新变化进行洞察,以进一步探索"硬科技"所拥有的可观未来。我们期待这份报告能帮助您准确前瞻下一个新周期的核心要义,紧密把握从全球到中国，从前沿产业到新质生产力的重要先机,为工作和学习提供有价值的参考。欢迎就报告中的内容,和我们一起探讨。本报告由中国国家创新与发展战略研究会创新发展部指导,由替代实验室和资本实验室联合发布报告作者:冉伟、张珂。
替代实验室PrefaceDisplacement:2026 TechTrendsReportis the first annualflagship report themed on "Displacement"produced byDisplacementLab,serving as a panoramic guide to furture technological an d in dustral ransformation. We hold that inovation is underpinned bydisplacement whose essence lies in the restructurina of the relationship between humans. machines. and the environment.Ultimately. all innovations converae on three core aoals: well-beina. efficiencv and environmental sustainabilitv.The year 2026 kicks offChina's 15th Five-Year Plan, standing as a pivotal juncture leading to the milestone yearsof 2035 and 2050aswell asa critical startina pointfor anew alobalmeaa-cudtradwiththic naw rvdleDisolacement Lab adopts the originalonservation. and delves into the underlying loqictheoreticalframeworksof technological revolution, industrial uparadina and the develooment of new aualitv oroductive forcesThe new cocle is brinmina with emerain opportunities. This repor focuses on the currentlandsace and future traiectorvof22cuttina-edae sectors across four maior industrial cateaories. These sectors laraely coverthe emerging industries and futurei5th Five-Year Plan representina the intecration of fechnological and industralinovation, the core focusindustries outlined in thofChina's layout forthe next cvcle, and the key direction for building renewed alobal competitiveness. In addition, the report offersin-depth insights into the latest dynamics of the primary and secondary capital markets, further exploring the promising prospectsof hard technoloav. We antipate that this eportwllenable readers to grasp the core esence of the new yce seize citicl opportunities spaningglobal and domestic development, frontier industres and ne w quality productive forces, and provide valua ble references for thernwork and studies. We welcome in-depth discussions and exchanges on the c...
