A revolution in productivity is coming.

The top leader mentioned a refreshing term - "new quality productivity".

What is new quality productivity? What does it mean for Chinese companies? Let's talk specifically about it.

During the investigation in Heilongjiang, the highest leader pointed out the need to integrate scientific and technological innovation resources, lead the development of strategic emerging industries and future industries, and accelerate the formation of new quality productive forces.

At the symposium on promoting the comprehensive revitalization of Northeast China in the new era held on September 7th, the highest leader once again pointed out that "actively cultivate strategic emerging industries such as new energy, new materials, advanced manufacturing, and electronic information, actively cultivate future industries, accelerate the formation of new quality productive forces, and enhance new development momentum." In one sentence, five new points appeared, with the focus on new momentum.

"New" refers to the fields that are new compared to traditional productivity, such as new energy, new materials, advanced manufacturing, and electronic information.

"Quality" refers to its high technological content, such as emphasizing the driving role of technological innovation and emphasizing innovation as a key element.

From an economic perspective, "new quality productivity" is a new type of productivity that represents a leap in productivity.

In general, new quality productivity is a productivity mainly based on technological innovation, which breaks away from traditional growth paths and meets the requirements of high-quality development. It is a productivity that is more integrated and reflects new connotations in the digital age.

This is very similar to the core direction of total factor productivity mentioned multiple times in the report of the 20th National Congress, which points to technological innovation.

Since the reform and opening up, China's economy has grown rapidly, and in just a few decades, it has traveled over a hundred years from developed Western countries.

The proposal of new productive forces signifies the official end of the "traditional infrastructure era" and the arrival of a new wave of technological revolution.

Industry is the foundation of the economy and a concrete manifestation of productivity transformation. The development and industrial upgrading of the country cannot be separated from enterprises. In order for Chinese enterprises to form new productive forces and seize future development opportunities, they must transform:

1. Technological innovation

On September 5, 1988, Deng Xiaoping talked about the development of science and technology during a meeting with the President of Czechoslovakia. The first proposal was that science and technology are the primary productive forces.

When we talk about independent innovation, technological self-reliance, and breaking through bottleneck technologies, it is actually a process of continuously improving productivity.

From the three industrial revolutions in history, each major leap in civilization has resulted in a tenfold or hundredfold increase in human ability to create wealth.

Before the Industrial Revolution, the per capita GDP of the world was stagnant for a long time, and the growth curve was almost flat. But in the more than two hundred years since the Industrial Revolution (19th century), the world's per capita GDP has shown almost multiple orders of magnitude leaps.

The real reason for the leap in economic growth and productivity is technological innovation.

In the new era, mankind has ushered in a new round of scientific and technological revolution and industrial transformation. The productivity represented by big data, the Internet, cloud computing, blockchain, artificial intelligence and other tool systems is completely different from the traditional new quality productivity, which will bring new quality development different from the past.

2. Digital transformation

In 2017, the digital economy first appeared in government work reports.

After the agricultural economy, industrial economy, and service economy, the digital economy is a new form of economy.

Unlike traditional production factors such as land, labor, capital, and technology, the core production factor of the digital economy is data.

The country has proposed three major projects, pointing out the direction for the digital economy:

By 2022, the scale of China's digital economy will reach 50.2 trillion yuan, ranking second in the world in total, with a nominal year-on-year growth of 10.3%, which is enough to demonstrate the enormous potential of the digital economy.

Digital transformation is not an optional question to add icing on the cake, but has already become a must-have question related to the survival and development of enterprises.

3. Green transformation

In the process of human civilization development, energy is the most core driving force. The byproduct of industrial civilization is greenhouse gases.

An important conclusion drawn by the IPCC through research is that if anthropogenic greenhouse gas emissions lead to global warming exceeding 2 ℃, it will cause irreversible damage to the Earth's ecosystem.

The development of human civilization confirms Engels' warning: "We should not be overly intoxicated with our human victory over nature. For every such victory, nature retaliates against us."

On September 22, 2020, the central government proposed the "3060" dual carbon target, which means that China aims to peak its carbon dioxide emissions before 2030 and strive to achieve carbon neutrality before 2060.

Unlike traditional industrial economies, which mainly rely on the consumption of natural resources, green productivity means that enterprises must abandon development models that damage or even destroy the ecological environment, abandon short-sighted practices of sacrificing the environment for temporary economic growth, seize the opportunity of green transformation, rely on scientific and technological innovation to break through, and consciously promote low-carbon development.

In the short term, during the low-carbon transformation process, traditional high carbon industries may shrink or transform, and a decrease in investment and output may drag down economic growth. However, emerging green industries are not sufficient to drive economic growth.

But in the medium to long term, with the implementation of various policies, a large amount of investment and technological progress, labor productivity will gradually improve, further driving economic growth.

The International Monetary Fund has predicted that if a 25% reduction in emissions is achieved by 2030, the global economic growth rate will slow down by an average of 0.15 to 0.25 percentage points per year by 2030. But if policies to address climate change are not adopted for a long time, the impact on economic growth will be even greater.

A new round of technological revolution is approaching. Whoever can seize the opportunity can seize the opportunity, gain advantages, and truly grasp the initiative in competition and development.

It is urgent for Chinese enterprises to accelerate the formation of new quality productivity. As a leading enterprise in China's dairy industry, Yili is a good example of productivity leap.

Currently, China's dairy industry is facing severe challenges:

1. Key technologies are stuck in the neck.

Many people are not aware of the importance of source technology. In fact, China is not only hindered by chips, but also by milk and grass sources. It is difficult to achieve self-sufficiency in raw materials, which means that dairy companies will also be constrained in product prices.

When the country proposed the strategy of "revitalizing the dairy industry" based on this, it specifically mentioned the problem of solving milk sources and key excipients.

2. Weak consumption.

Faced with the pressure of a new downward cycle in the industry, downstream dairy consumption in China has slowed down. The data shows that the domestic dairy production in 2022 was 31.177 million tons, with a significant slowdown in growth compared to 2021. In 2023, domestic dairy consumption still shows a weak recovery trend. This forces Chinese dairy companies to shift towards high-quality development.

In this context, Yili still maintains sustained growth and promotes the high-quality development of China's dairy industry, which lies in early layout, self transformation, and accelerating the formation of new quality productivity in the dairy industry.

On November 9th, Pan Gang, Chairman and President of Yili Group, said at the 2023 Yili Leadership Summit, "The central government has proposed to 'accelerate the formation of new quality productivity', accelerate industrial upgrading and drive economic growth through technological innovation. We also need to accelerate the formation of 'new quality productivity' in the dairy industry, and promote China's dairy industry to move towards a more innovative, efficient, and sustainable development path. This is not only a practical need, but also a future direction."

In Yili's view, there are three key words to accelerate the formation of "new quality productivity in the dairy industry" - innovation, efficiency, and sustainability, specifically in five aspects:

1. Promote technological innovation and build core competitiveness

In 2020, Yili successfully entered the top 5 globally, setting the highest ranking among Asian dairy companies on the list to date; Standing at a new starting point among the top 5 global dairy companies, Yili has set a grand goal to achieve the goal of becoming the world's top dairy industry by 2030.

Yili has confidence.

Against the backdrop of slower growth in certain categories due to fluctuations in the epidemic, Yili continued to grow, with a revenue of 97.404 billion yuan in the first three quarters, a year-on-year increase of 3.77%. This is not easy.

From the financial report, the upgrading of Yili's product structure is the main driving force for category growth. In 2022, Yili's new product revenue accounted for more than 12%, with a significant increase in performance.

Yili's new product iteration ability is indeed very strong. From blood sugar control milk to room temperature active lactoferrin organic pure milk, in the first half of 2023, seven new products contributed nearly 1 billion yuan to Yili.

Yili's ability to grow and strengthen, achieve high-quality development, appears to be an upgrade of product structure on the surface, but behind it lies technological innovation as support.

Many people believe that the dairy industry is agricultural intensive, but in reality, it is technology intensive.

Yili has elevated innovation to a high strategic position. Chairman Pan Gang has repeatedly regarded innovation as the primary driving force for development in public speeches, stating that "without innovation, there is no future.". In the 2022 Yili Annual Report, a search for the word "innovation" resulted in 79 occurrences, indicating that internal drive is the endogenous driving force for sustained innovation in enterprises.

But technological innovation is not just talk. We need to sacrifice our resources and invest real money. Let's take a look at a set of data, which is enough to glimpse Yili's research and development capabilities:

技术创新不是最终目的，而是要转化为成果，用于生产和生活。伊利向来重视源头性和关键技术的研发，并转化成产品。如今，伊利建成奶牛核心育种场；2023年头茬苜蓿指标达到美国苜蓿草一流水平；独创专利LHT乳糖水解技术，解决亚洲人乳糖不耐受的难题；自主研发专利益生菌“BL-99”，加速了进口替代的进程。

新质生产力核心在科技创新，关键在成果转化，目的是高质量发展。低端、低质的产品容易被模仿和抄袭，而技术创新就是伊利的那条护城河，是构建企业竞争力的关键。

2. 建立全链数智化，提升“数字生产力”

过去，大众对于牧场的印象是家庭式散养、人工挤奶。如今的牧场不可同日而语。

在呼和浩特的土默川平原上，伊利建了一座现代化的智慧健康谷，走进去就会发现，偌大的生产车间工作人员很少，AGV无人驾驶小车能自动躲避障碍物、码垛机械手臂有条不紊地工作……在敕勒川生态智慧牧场里，牛的动态只需要一部手机就能看到，还能自动投喂饲料，精准度98%，真正做到全程可追溯。

2019年，伊利就开始全面推进数字化转型，是业内的先行者。

伊利数字化转型中，最大的亮点是实现了全链数智化，从生产端到消费端，数字内嵌于每个环节中，建立的是一整套数智化生态系统，真正实现降本增效。

在数字技术的加持下，无论是生产效率还是产量都很惊人，液态奶生产基地每天能处理6500吨原奶，拥有全球速度最快、每小时灌装40000包的生产线，足够“供养”一座千万级的城市。数字化也带动生产管理的精益化，整体采购成本对比行业平均下降了5%到7%左右。

当前端消费的需求越来越复杂化、个性化，企业如何快速响应？

伊利的答案是，借数字技术，敏捷创新。

伊利的数字化转型“以消费者为中心”，例如开发的智能洞察系统，能与1.5亿消费者在线协同、共创新品，曾在10天内征集1500多名消费者参与新品包装的共创，打造爆款产品。

伊利认为企业要做数字化转型，组织数字化能力是关键保障。

2019年，伊利成立了独立的数字化转型执行部门——数字化中心，后升级为数字科技中心，设有一套分层培养体系，比如对管理者，主要培养其数字化领导力；对数字化专业人才，把他们打造成既懂技术、又懂数据、同时还懂产品运营的六边形战士。

在伊利身上我们看到，数字技术不是虚拟的、虚幻的，而是促进生产力发展的真实动力，也是企业竞争力的关键要素。

3. 构建零碳产业链，提升“绿色生产力”

很多人不知道的是，畜牧业是全球温室气体排放的“大户”。

比尔·盖茨在《如何避免气候灾难》中，曾关注牛养殖给环境带来的压力。盖茨基金会的数据显示，如果全世界所有牛是一个国家，那么它的碳排放水平居全球第三。

中国则是乳制品消费和原奶生产大国，整体排放量约占我国农业总体排放量的10% 左右。“双碳”目标下，中国乳业低碳转型势在必行。

伊利是中国乳业最早关注应对气候变化及碳减排的企业之一。

纵观伊利减碳战略，不难发现，这是一场自上而下的绿色转型。

早在2007，潘刚就曾在首届达沃斯夏季论坛上提出“绿色领导力”，并逐步升级为“绿色产业链”理念，倡导“绿色生产、绿色消费、绿色发展”三位一体的发展理念。

2017年，伊利成立了可持续发展委员会，由董事长直接领导，确立了“标准+体系+实践”的三位一体可持续发展模式。同年，伊利将供应链上游的牧场碳排放纳入其碳盘查范围。

继2012年实现碳达峰后，伊利向碳中和迈进。

2022年4月，伊利在业内首发了双碳目标及路线图，设定的核心碳目标为：到2050年前实现全产业链碳中和，分3个阶段推进实施。

伊利的碳中和战略的最大亮点是全生命周期碳减排，从种养端，到生产端、终端销售，不放过任何一个环节。

在产业上游，伊利有两个“新”，一是创新技术，伊利以基因编辑技术，培养未来“低碳奶牛群”，提高奶牛饲料转化率，减少奶牛打嗝产生的甲烷排放，实现源头减碳。

二是创新模式，伊利推行“种养一体化”的生态农业模式，提升了草场的碳汇功能；推进“光伏+牧场”模式，实现“棚顶光伏、棚内养牛”，减少用电量，打造低碳牧场。

在生产制造环节，伊利建立和完善能源管理体系、采购和使用清洁能源、打造“零碳工厂”。

伊利的碳中和战略的另一个亮点是推出碳中和品牌和新产品。

很多企业将绿色化转型当作成本和负担，但伊利将碳中和当作契机，积极探索可持续发展模式。

在消费端，伊利发布了5款零碳产品，从中国首款“零碳牛奶”、“零碳酸奶”，到首款“零碳有机奶粉”，再到“零碳冰淇淋”，产品引发了热议。既让伊利获得新的增长点，对品牌有宣传效果，又可以帮助培养消费者低碳理念和低碳习惯。

相较于自身减碳，全产业链碳中和是更为艰巨的目标，实现路径只有一条：协作。为此，伊利启动“零碳联盟”，至今已携手88家全球战略合作伙伴组成“零碳联盟”，为供应链上的企业减碳。

对于好企业，不同的人有不同的解读，但彼得·德鲁克的理解最为深入人心，“企业家的使命不仅仅是经济利益的追求，更是为社会创造价值。”

正如可持续发展理念不是为了牺牲经济效益，而是为了探索出一条兼顾生态效益与经济效益的新发展模式。

4. 培养创新型人才，构建“人才竞争力”

著名宏观经济学家向松祚认为人类创新首先在于思想，第二个核心动力是个人创新活力的爆发。

发展先进生产力，当然要依靠创新型人才，没有人，就研究不出关键技术。

今天中国很多企业面临的最大挑战，是如何激发企业里每个人的创新活力。

在伊利，创新故事每天都在上演：

由伊利牵头建设的国家乳业技术创新中心，是全国唯一的国家级乳业技术创新中心，集聚了包括乳品科学与工程专家任发政、家畜胚胎生物工程专家张涌等院士在内的100多位行业专家、1000多名核心科研人员和超过5000人的全产业链创新队伍，是中国规模最大的乳业顶尖智库。他们不仅关乎着关键技术能否突破，也关乎技术突破能否商用，从而推动产业迈向价值链中高端，真正实现可持续。

而伊利联合其他共建单位正通过自主创新，探索一条具有中国特色的奶业高质量发展之路，抢占全球产业技术创新制高点，打造具有全球影响力的奶业科技创新枢纽。

伊利对人才是真重视。多年前，潘刚提出的“尊重人、凝聚人、发展人、成就人”的人才理念，视员工为最宝贵的财富。

伊利培养人才颇具全球视野、与时俱进，为员工打造技能提升的高端平台。在伊利的全球人才发展中心，除了有“领导力发展中心”“专业力发展中心”，还建有“数字化学习中心”。

奶业转型升级已经成为行业共识，但与之相应的专业管理人才相对匮乏，伊利洞察行业发展需求，成立“牧场合作伙伴发展学院”“供应商发展学院”和“经销商发展学院”，带动产业链伙伴共生共赢。

科技的竞争说到底是人才的竞争，激发人才的创新活力，才能为企业发展提供智力支持。

5. 创造全产业链协同价值，实现共生共荣

美国纽约大学教授詹姆斯·卡斯在《有限与无限的游戏》一书中提出两种游戏观，一种是有限游戏，以取胜为目的；另一种是无限游戏，以延续游戏为目的。

作为亚洲龙头乳企，伊利打造的正是一场无限游戏，为行业创造了无限的可能。

“厚度优于速度、行业繁荣胜于个体辉煌、社会价值大于商业财富”，这三句话足以解释伊利的价值信念。

伊利以更高维战略眼光，相互合作，帮上下游企业找到自己的生态位，实现共生繁荣。

这才是一个大企业该有的担当，也将加速整个奶业新质生产力的跃迁。

只有顺应历史潮流，才能与时代同行。

中国正在从互联网时代的“后来者”，努力成为新一轮信息革命的“引领者”。

而新质生产力的提出，为产业升级和中国高质量发展指引了方向，只有加大科技创新，培育未来产业，抓住绿色化和数字化的趋势，才能加快形成新质生产力。

回到中国企业上，彼得·德鲁克曾说企业的本质是为社会解决问题，一个社会问题就是一个商业机会。

企业只有向新求变、持续进化，才能适应时代发展，实现自身生产力的跃迁，为推动中国式现代化贡献智慧和力量。