In recent years, amid intensifying global technological competition and strong policy support from the government, an increasing number of listed companies have turned their focus toward ‘hard tech’ as a new strategic path for transformation and long-term growth. ‘Hard tech’ refers to high-barrier, R&D-intensive frontier technologies with core independent intellectual property—such as artificial intelligence, semiconductors, quantum computing, aerospace, advanced manufacturing, and biopharmaceuticals. Unlike ‘soft tech,’ which relies on business model innovation, hard tech emphasizes foundational technological breakthroughs and long-term accumulation, forming the cornerstone of national technological competitiveness.At the policy level, China’s 14th Five-Year Plan explicitly calls for strengthening the nation’s strategic scientific and technological capabilities and encourages enterprises to increase investment in basic research and core technology development. Capital markets have responded accordingly, with boards like the STAR Market and the Beijing Stock Exchange offering more inclusive listing mechanisms and financing channels tailored for hard tech firms. Against this backdrop, many traditional-sector listed companies are entering the hard tech arena through acquisitions, spin-offs, or strategic investments to capture future industrial leadership.However, hard tech investments typically involve long cycles and high risks, demanding greater technical insight and financial strength from companies. Experts advise firms to align hard tech strategies with their core competencies, avoid herd mentality, and deepen collaboration with academia and research institutions to accelerate technology commercialization. Overall, investing in hard tech is not only a strategic move for companies seeking a second growth curve but also a vital contribution to national self-reliance in science and technology.
近年来，随着全球科技竞争加剧和国家政策大力支持，越来越多的上市公司将目光投向‘硬科技’领域，将其作为企业转型升级和长期增长的新赛道。所谓‘硬科技’，是指以人工智能、半导体、量子计算、航空航天、先进制造、生物医药等为代表的高门槛、高研发投入、具有核心自主知识产权的前沿技术。与依赖商业模式创新的‘软科技’不同，硬科技强调底层技术创新和长期积累，是构建国家科技竞争力的关键。政策层面，《十四五”规划》明确提出强化国家战略科技力量，鼓励企业加大基础研究和关键核心技术攻关投入。资本市场也积极响应，科创板、北交所等为硬科技企业提供更包容的上市机制和融资渠道。在此背景下，不少传统行业上市公司通过并购、设立子公司或战略投资等方式，布局硬科技赛道，以期抢占未来产业制高点。然而，硬科技投资周期长、风险高，对企业的技术判断力和资金实力提出更高要求。专家建议，企业在布局新赛道时应结合自身优势，避免盲目跟风，同时加强产学研合作，提升技术转化效率。总体来看，投资硬科技不仅是企业寻求第二增长曲线的战略选择，更是服务国家科技自立自强的重要举措。
原创文章，作者：admin，如若转载，请注明出处：https://avine.cn/6392.html