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src=\"https:\u002F\u002Foss.articledatacenter.com\u002Fadc\u002Fmedia\u002Ff7\u002Fadcimg_01kxjg9mcxgaaxwkj5vaxsr47n.jpg\" alt=\"河北省沙河市一家玻璃生产企业自动化生产线\">\u003Cfigcaption>河北省沙河市一家玻璃生产企业自动化生产线（新华社）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Ch2>K型分化的深层原因\u003C\u002Fh2>\u003Cp>摩根士丹利中国首席经济学家邢自强将这种格局称为“K型分化”。先进制造和绿色产业构成了上行的一端，但房地产和旧经济体量更大，也承载着更多就业和消费。\u003C\u002Fp>\u003Cblockquote>\u003Cp>‘新质生产力的战略方向正确，但资源过度集中导致的传统行业硬着陆，正在制造一场结构性的社会阵痛。’\u003C\u002Fp>\u003C\u002Fblockquote>\u003Cp>中国人民大学经济学院教授杨瑞龙指出，高科技行业占经济总量的比重仍相对有限，现阶段尚不足以单独带动整体经济增长。\u003C\u002Fp>\u003Cfigure>\u003Cimg src=\"https:\u002F\u002Foss.articledatacenter.com\u002Fadc\u002Fmedia\u002F8b\u002Fadcimg_01kxjg9md1y72es0984kyc6qw7.jpg\" alt=\"芯片竞赛已成为中美技术对决的关键领域\">\u003Cfigcaption>芯片竞赛已成为中美技术对决的关键领域（资料图）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Ch2>传统行业面临挑战\u003C\u002Fh2>\u003Cp>上半年，高技术产业投资同比增长4.6%，其中航空、航天器及设备制造业投资增长23.3%。与此同时，传统制造业投资同比下降，房地产开发投资暴跌18%。资金正加速向高技术制造、数字经济、新基建等方向集聚。\u003C\u002Fp>\u003Cp>杨瑞龙警告，制造业和中下游企业既是经济增长和税收的重要来源，也是吸纳就业的主要力量。\u003Cstrong>K型下行分支如果持续承压，将直接影响居民收入、消费能力和中国经济的长期竞争力。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cfigure>\u003Cimg src=\"https:\u002F\u002Foss.articledatacenter.com\u002Fadc\u002Fmedia\u002F2a\u002Fadcimg_01kxjg9md45q74zj45at40w7gx.jpg\" alt=\"消费者在贵州省安顺市西秀区一家超市选购\">\u003Cfigcaption>消费者在贵州省安顺市西秀区一家超市选购（新华社）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Ch2>政策执行面临挑战\u003C\u002Fh2>\u003Cp>专家建议，发展新质生产力不能只关注AI和高科技产业，也要通过技术改造推动传统产业和实体经济升级。中小企业受制于资金、规模和风险承受能力，难以单独完成数字化转型，需要发挥有效市场和有为政府作用，降低技术应用成本。\u003C\u002Fp>\u003Cfigure>\u003Cimg src=\"https:\u002F\u002Foss.articledatacenter.com\u002Fadc\u002Fmedia\u002F6e\u002Fadcimg_01kxjg9md7ca3wa2jp3s5kssnp.jpg\" 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