在全球地缘政治不确定性加剧、制造业格局深刻变革的背景下，中国制造业如何走出系统跃升之路？CGTN特别策划圆桌讨论会《聚合与创新：中国制造业跃升密码》。邀请四位来自中外制造业一线的嘉宾代表，共同剖析中国产业集群在全球技术革命和风险应对中展现出的韧性与活力。节目嘉宾包括武汉高德红外股份有限公司总经理张燕、长飞公司高级副总裁扬帮卡、太仓德意志工商中心有限公司总经理马莉珂、法雷奥集团首席传播官马法龙。
以下是高德红外总经理张燕采访实录：
1
If we zoom into Wuhan's Optics Valley, what would you say are the defining strengths of the infrared cluster there? Can you share a concrete example—perhaps from Guide Infrared's own development?
如果我们聚焦武汉光谷，您认为光谷的红外产业集群有哪些显著优势？能否分享一个高德红外自身发展的具体案例？
You know what makes Optics Valley special? there's the" 5km ecosystem " — chip designers, test labs, OEMs all within walking distance.
您知道光谷特别在哪里吗？这里有一个“五公里生态圈”——芯片设计、测试实验、芯片代工都在步行距离之内。
Let me take an example, When COVID 19 hitted, we rallied 37 local suppliers to ramp up thermal camera production to meet demand. You know thermal cameras for instant temperature reading on human body, Hundred thousand units in just 2 weeks! It was amazing, That's the power of clustering – not just making parts, but making history.
举个例子来说，当新冠肺炎疫情来袭时，我们召集了37家本地供应商，迅速提升热像仪的产量以满足外部需求。我们人体测温筛查的热像仪仅仅两周内就生产了十万台！这就是产业集群的力量——不仅仅是制造关键组件，更是创造历史。
2
From your experience, what would you identify as the most critical enablers of growth in the infrared industry? What makes that cluster happen? Is it technical expertise, supply-chain integration, or something else?
根据您的经验，您认为红外产业增长最关键的动力是什么？是什么让这个集群得以形成并发挥作用？是技术专长、供应链整合，还是其他因素？
Ok, three factors are critical for growth: No 1. Our Core innovations, like our in-house infrared detector chips, it broke foreign monopolies and cut costs while boosting performance.
好的，三个因素对增长至关重要：第一，我们的核心创新，比如我们自主研发的红外探测器芯片，打破了国外垄断，在提升性能的同时降低了制造成本。
No. 2. Localized Supply Chains - In "Optics Valley", you can see R&D, manufacturing, and talent are all tightly connected. That's how we scaled up.
第二，本地化供应链 - 在“光谷”，你可以看到研发、制造和人才都是紧密关联的。我们就是这样实现规模扩张的。
No. 3. Policy + Diversified Demand - Chinese Government support (e.g., "Made in China 2025") meets our booming civilian uses.
第三，政策 + 多元化需求 - 政府的政策支持（例如，“中国制造2025”）与我们日益增长的民品市场拓展需求相契合。
And What makes the Cluster happen and Works? We have universities, companies, and policy align here. Lab ideas turn into products faster.
那么是什么让集群得以形成并发挥作用呢？我们这里有顶尖大学、公司和政策协同。创新的想法能更快地转化为产品。
3
When Guide Infrared pursued greater self-reliance in critical components—like chips and thermal cores—what were the main bottlenecks, and how did your team overcome them?
当高德红外在关键部件（如芯片和热成像机芯）上追求更大程度的自主可控时，面临的主要瓶颈是什么？您的团队是如何克服这些瓶颈的？
To tell you the truth, we faced three big walls. May be it’s common ones for all the guests today. First one : High-Performance Chip Design: - Developing advanced infrared detector chips required cutting-edge semiconductor expertise. What we do is investing heavily in domestic R&D, partnering with Chinese research institutes and gradually building proprietary IP portfolios.
实际上，我们面临了三个障碍。也许今天在座的各位嘉宾都面临过类似的困难。第一，高性能芯片设计：开发先进的红外探测器芯片需要尖端的半导体专业知识。我们的做法是大力投资国内研发，加大与国内研究机构的合作，并逐步增强自主知识产权综合实力。
The second one : Thermal imaging cores demand ultra-precise fabrication with equipment like MBE or LTA machines historically imported. The solution is the same. Localizing production by sourcing domestic alternatives.
第二，热成像机芯需要超精密制造设备（如历史上依赖进口的MBE<分子束外延>或LTA<晶圆级测试>设备）。解决方案就是通过国产替代来实现生产本地化。
The 3rd one is Talent Gap: - The whole industry is in a shortage of engineers skilled in compound semiconductor physics and packaging. What we do is to establish training programs with universities (e.g. Wuhan university, Huazhong University of Science and Technology)
第三是人才缺口：整个行业都缺乏精通化合物半导体物理和封装的工程师。我们的做法是与大学（如武汉大学、华中科技大学）合作建立人才培养项目。
By 2024, Guide Infrared achieved >95% domestic content in its high-end thermal imagers, mass-producing 1000×1000-resolution detectors. The company's patents in wafer-level packaging and digital-analog hybrid chips now independent of Western tech.
2024年，高德红外的高端红外热像仪实现了超过95%的国产化率，并量产了百万分辨率的红外探测器。公司在晶圆级封装和数模混合芯片专利方面也完全不依赖西方技术。
4
With the global trade environment becoming increasingly unpredictable, what's Guide Infrared strategies look like to manage global risk—especially in terms of keeping the resilience of its supply chains?
随着全球贸易环境变得越来越不可预测，高德红外在管理全球风险方面（特别是在保持其供应链韧性方面）的战略是怎样的？
Here are layers of protection we made: Layer one: Localizing critical tech. We now make our own IR chips and thermal cores in China, reducing reliance on imports. Even the high-end series, MCT detectors, are made entirely in-house. Guess what my first position 23 years ago when I join the company? Sure, not the CEO, I am an import manager to source western IR detectors.
我们构建了多层风险防护：第一层是关键技术本地化。我们现在在国内自主生产红外芯片和热成像机芯，减少对进口的依赖。即使是高端系列——碲镉汞（MCT）探测器，也可以完全自主生产。二十三年前我加入公司时的第一个职位就是一名负责采购国外红外探测器的外贸经理。
Layer two: Building backup options – we work with more alternative suppliers. We setup assembly lines abroad and EU R&D centers to avoid single points of failure. The result is, thanks to the Belt & Road markets, 17% export growth last year.
第二是建立备份选项——我们正在与更多替代供应商合作。我们在海外设立装配线和研发中心，以避免单一节点的失控风险。得益于“一带一路”市场，去年公司出口增长了17%。
5
What's your 3-to-5-year outlook for Guide Infrared and the infrared sector in China?
您对高德红外以及中国红外产业未来3-5年的展望是什么？
For the future I wanna say “fasten your seatbelt” to my colleagues during the 15th five year plan. The civilian market will boom. We are entering the civilian sector, combining our cutting-edge sensors with AI, big data, and middleware software to deliver tailored digital transformation solutions across industries. Mark my words – by 2028, China will drive 40% of global IR innovation.
对于未来，我期望在“十五五”规划期间对各位说“系好安全带”。民用市场将蓬勃发展。高德红外正在大力进入民用领域，将我们的尖端传感器与人工智能、大数据和软件相结合，为各行各业提供量身定制的数字化转型解决方案。到2028年，中国将推动全球40%的红外创新。
6
How much does China's manufacturing sector matter to a thriving global economy?
中国的制造业对繁荣的全球经济有多重要？
China’s Manufacturing Sector is the Backbone of Global Prosperity. It’s the invisible engine powering the global economy. It is Price Stabilizer for the global market. because mass production keeps everyday goods affordable. It is also Trade Shock Absorber. In a word, a thriving global economy needs China’s manufacturing not just for cost efficiency, but for innovation, stability, and sustainability.
中国制造业是全球繁荣的支柱，是推动全球经济的隐形引擎，也是全球市场的价格稳定器。中国的规模化制造使日常商品保持在可承受的价格范围内。中国制造业更是贸易减震器。总而言之，一个繁荣的全球经济需要中国制造业，不仅仅是为了成本效益，更是为了创新、稳定和可持续性。
