亮相广交会，新“新三样”改写中国制造出海格局

21世纪经济报道

10/16

第138届广交会开幕了关税阴霾下参展企业再创历史新高展现出中国外贸的韧性与活力刚过去的9月全国外贸数据也很亮眼进出口同比增长8%为今年以来月度最高增速这种增长是如何实现的？答案藏在科技创新里机器人、人工智能、创新药这新 "新三样"或许将改写未来十年的出口格局一个是智能制造的根基一个是千行百业的“智慧大脑”一个则直接关乎国民的生命健康这三大行业都在发生技术的快速迭代与落地应用并加速向全球市场扩张我们...

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\"新三样\"或许将改写未来十年的出口格局一个是智能制造的根基一个是千行百业的“智慧大脑”一个则直接关乎国民的生命健康这三大行业都在发生技术的快速迭代与落地应用并加速向全球市场扩张我们...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101613561697312e9f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0149721374.USD","symbol_name":"HSBC GIF HONG KONG EQUITY \"AD\" INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101613561697312e9f&s=b","article_id":"2575791815","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101613561697312e9f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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\"新三样\"或许将改写未来十年的出口格局一个是智能制造的根基一个是千行百业的“智慧大脑”一个则直接关乎国民的生命健康这三大行业都在发生技术的快速迭代与落地应用并加速向全球市场扩张我们一个个来看首先是机器人根据海关总署公布的信息2024年，中国工业机器人出口市场份额跃居全球第二今年前三季度出口增长54.9%越南、印度、美国成为中国机器人核心出口国宇树科技、擎朗智能等部分头部机器人整机厂商在海外的营收占比已经升至50%特斯拉、Figure等海外机器人巨头背后也有大量中国零部件供应商的身影第二，是人工智能这主要可以分成两个层面一来是AI产品或服务自身的出海成功案例远不止全球爆火的DeepSeekHailuo、Kling、Talkie等国产AI应用都在海外收获了大批受众二来是AI对大量出海中企的赋能阿里巴巴、腾讯、字节跳动等互联网大厂纷纷发布云出海战略规划用云计算与模型API等服务赋能中企全球化布局第三是创新药2019年到2024年里中国创新药的License-out（对外授权）不管是交易数量、首付款金额还是交易总金额都在逐年上升2025年更是“爆单”上半年对外授权总金额接近660亿美元接近2024年全年交易总额其中多笔交易金额是超过10亿美元的大单三生制药与辉瑞达成的60.5亿美元PD-1/VEGF双抗授权合作还创下国产创新药海外授权金额新纪录新“新三样”全球化扩张的同时资本市场也给出了新的定价据Wind显示，截至9月底A股市场机器人板块中市值超500亿元的公司已达8家与智元机器人等明星企业相关的许多概念股都出现暴涨AI产业链更是热搜常客从聚焦AI算力芯片与基础设施的“纪联海”到CPO光模块领域的“易中天”再到下游的阿里巴巴、腾讯等巨头都成为资本追捧的“香饽饽”创新药板块虽然热度不及机器人与AI但也迎来了久违的估值修复今年以来国证港股通创新药指数涨幅已接近100%不过，我们也要看到目前这新“新三样”还都存在着一些关键难题机器人的许多核心零部件依赖进口人工智能的高端算力芯片受制于人创新药则面临研发同质化、基础研究转化率偏低等问题三大行业在出海路上还都面临地缘政治风险与市场准入等挑战但无论如何，出口结构的进化本身代表着中国产业发展的底层逻辑发生了改变不再只依靠规模优势走性价比路线而是往技术密集、高附加值的价值链顶端攀升让世界重新认识中国制造与中国创新出品：南财国际传播中心融媒体中心21财经工作室学习经济工作室总统筹：邓红辉贾肖明策划统筹：赵海建丁青云内容统筹：谭婷责任编辑：黄欣然执行统筹：黄欣然视频统筹：柳润瑛监制：施诗英文审核&配音：李莹亮海外运营监制: 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