摘要：6月25日，CGTN（中国国际电视台）播出特别策划圆桌讨论会《聚合与创新：中国制造业跃升密码》，邀请国内外4位企业家代表就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展开对话。其中武汉高德红外股份有限公司总裁张燕、长飞公司高级副总裁扬帮卡两位企业家
6月25日，CGTN（中国国际电视台）播出特别策划圆桌讨论会《聚合与创新：中国制造业跃升密码》，邀请国内外4位企业家代表就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展开对话。其中武汉高德红外股份有限公司总裁张燕、长飞公司高级副总裁扬帮卡两位企业家来自光谷。以下转载部分内容。
As global manufacturing goes through great changes, how is China leveraging industrial clusters to stay ahead of the game? In this CGTN special edition of the roundtable, "Convergence and Innovation: Decoding China's manufacturing leap," reporter Dai Kaiyi sits down with a panel of four industry leaders to talk about breakthroughs in core technology, supply chain upgrades and global expansion. They share how China's industrial clusters are navigating global uncertainties and offering homegrown solutions to the future of global manufacturing.
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。他们分享了中国的产业集群如何应对全球不确定性，并为全球制造业的未来提供本土解决方案。
武汉高德红外股份有限公司总裁 张燕
Q: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?
问：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？能否分享一个与高德红外自身发展的具体案例？
A:You know what makes Optics Valley special? there's the "5km ecosystem"—chip designers, test labs, OEMs all within walking distance.
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.
答：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。
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。
Q: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?
问：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？
A: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.
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.
No. 3. Policy + Diversified Demand - Chinese Government support meets our booming civilian uses.
And What makes the Cluster happen and Works? We have universities, companies, and policy align here. Lab ideas turn into products faster.
答：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。
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。
第三，政策+多元化需求以及政府的政策支持与我们日益增长的民品市场拓展需求相契合。
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。
Q: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?
问：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？
A: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.
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.
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)
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.
答：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。
第二，热成像机芯需要超精密制造设备。解决方案就是通过国产替代来实现生产本地化。
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。
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。
Q: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?
问：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？
A: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.
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.
答：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。
第二层是建立备份选项——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%。
Q:What's your 3-to-5-year outlook for Guide Infrared and the infrared sector in China?
问：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？
A: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.
答：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。
Q:How much does China's manufacturing sector matter to a thriving global economy?
问：中国的制造业对繁荣的全球经济有多重要？
A: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.
答：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。
长飞公司高级副总裁 扬帮卡
Q:As an enterprise in the fiber optics sector at the Optics Valley. How do you evaluate the overall maturity of the cluster your company is currently at, Is there a particular product or innovation from YOFC that best represent that strength?
问：作为光谷光纤光缆领域的代表企业，您如何评价贵公司所在产业集群的整体成熟度？长飞是否有某个产品或创新最能代表这种实力？
A:In my view, the optical fiber and cable industry has reached a very high level of maturity as a rapid growth of market scale, accelerating technological innovation and iteration, and continuous expansion of application fields.
And let me give you an example, artificial intelligence AI has become a major game-changer. Its rapid development hinges on robust fiber optic networks. In response, YOFC developed hollow-core fiber technology. This type of fiber uses an air core instead of traditional glass, creating a sort of a "tunnel" in a hair-thin fiber. This innovation, a 47% increase in transmission speed and a 31% reduction in latency, which is crucial for applications like the remote surgery, high frequency trading, and artificial supercomputing networks. Our technology is truly top-notch and YOFC stands at the forefront of the industry in the mass manufacturer of extended-length, ultra-low-loss hollow-core fibers.
At the OFC conference recently in the US, March 30 to April 2, YOFC unveiled game changing hollow-core fiber advances.The single fiber core exceeds 20 km in length,with a record-low attenuation of just 0.05 decibels per kilometer, and this marks the lowest attenuation fiber globally far surpassing the attenuation limits of existing solid core fibers.
答：在我看来，光谷光纤光缆产业已经有很高的成熟度，这体现在市场规模的快速增长、技术创新的加速迭代以及应用领域的持续扩大。
举例而言：人工智能（AI）已成为一个主要的颠覆性力量，它的快速发展依赖于强大的光纤网络。为此，长飞开发了空芯光纤技术，这种光纤使用空气芯代替传统的玻璃芯，在细如发丝的光纤中创造了一种“隧道”。这项创新使传输速度提高了47%，延迟降低了31%，这对于远程手术、高频交易和人工智能超级计算网络等应用至关重要。我们的技术确实是顶尖的。长飞在大规模生产超长、超低损耗空芯光纤方面处于行业前沿。
在最近（3月30日至4月2日）美国举行的OFC会议上，长飞展示了具有突破性的空芯光纤进展：单根光纤长度超过20公里，最低衰减系数低至0.05dB/km，这是迄今公开报道的全球最低衰减的光纤，远低于现有实芯光纤的衰减极限。
Q:What do you see as the fundamental factors that allow the fiber optics cluster to maybe not just sustain itself, but expand, particularly in the face of rising international demand?
问：您认为光纤光缆集群能够不仅维持自身，而且在面对日益增长的国际需求时实现扩张的根本因素是什么？
A:I think there are three key factors that drive the expansion of the optical fiber and cable industry cluster amid rising international demand.
The first factor is the continuous technologically innovation, which enhances product performance and reduces cost, making fiber optics more attractive. And for various applications, this is suitable.
Second, the economies of scale achieved through mass production lower the unit cost and boosting competitiveness.
And the third factor is that the industry benefits from global infrastructure growth, especially in 5G deployment and broadband expansion, and that creates high demand.
Additionally, diversified application in sectors such as healthcare, automotive, and smart cities open new markets for us. Strategic industry clusters foster collaboration, knowledge sharing, and innovation, and this strengthens the ecosystem. In addition, supportive government policies and investments further accelerate our growth.And finally a focus on quality and reliability builds, customer trust, ensuring long term demand.
Together, all these factors create a resilient industry capable of sustained expansion.
答：我认为有三个关键因素推动光纤光缆产业集群在国际需求增长中扩张。第一个因素是持续的技术创新，这提升了产品性能并降低了成本，使光纤对各种应用更具吸引力。
第二个因素是通过大规模生产实现的规模经济降低了单位成本，增强了竞争力。
第三个因素是行业受益于全球基础设施的增长，特别是在5G部署和宽带扩展方面，这创造了巨大的需求。
此外，在医疗保健、汽车和智慧城市等领域的多样化应用为我们开辟了新的市场。战略性新兴产业集群不断推进协作、知识共享和创新，从而进一步强化了产业生态系统。另外，支持性的政府政策和投资进一步加速了我们的增长。
最后，对质量和可靠性的关注建立了客户信任，确保了长期需求。所有这些因素共同创造了一个能够持续扩张的、具有韧性的产业。
Q:As global telecom standards evolve rapidly, where does YOFC feel the most pressure?
问：随着全球电信标准的快速演进，长飞感受到最紧迫的压力在哪里？
A:With the rapid development of the optical fiber and cable industry, especially the fast evolution of global telecom standards, companies in our sector inevitably face various challenges. But I see the most pressing bottleneck lies in technology.
Our traditional fiber optic technology is already well developed and good enough for everyday communication.But with the rise of artificial intelligence and the sharp increase in data traffic, we now need more advanced solution,like the hollow-core fiber, which I mentioned earlier.These fibers, which use air in the center, can overcome traditional limits, enable very high speed network. They are ideal for 6G, high frequency trading, cloud computing, and quantum communication. However, achieving such breakthroughs in technology is quite tough. It involves solving difficult engineering problems. Even so, breaking through these tech barriers will push the entire industry forward. That's why YOFC is committed to moving in the development and use of hollow-core fibers.
答：随着光纤光缆行业的快速发展，尤其是全球电信标准的快速演进，我们行业内的公司不可避免地面临各种挑战。但我认为最紧迫的瓶颈在于技术。
我们的传统光纤技术已经发展得很成熟，足以满足日常通信需求。但随着人工智能的兴起和数据流量的激增，我们现在需要更先进的解决方案。就像我之前提到的空芯光纤，这种在中心使用空气的光纤能够突破传统限制，实现超高速网络。它们是6G、高频交易、云计算和量子通信的理想选择。然而，实现这样的技术突破相当困难，涉及解决复杂的工程问题。即便如此，突破这些技术壁垒将推动整个行业向前发展。这就是为什么长飞致力于推进空芯光纤的开发和应用。
Q:How has YOFC maintained competitiveness and supply continuity in the face of tariff risks and international uncertainty?
问：面对关税风险和国际不确定性，长飞是如何保持竞争力和供应连续性的？
A:As to deal with global trade uncertainty, YOFC has built a strong and flexible global operating system, and our strategy is based on three key elements:developing our technology, producing locally, and setting up a diversified global layout. We have been deeply engaged in the optical fiber and cable industry for 37 years, making significant R&D investments. This long-term focus has helped us gain key technologies and build strong competitiveness. And through our internationalization, YOFC now runs 8 production facilities in six countries, Indonesia, South Africa, Brazil, Mexico, Poland, and Germany. And this helps us shorten our supply chain, producing and delivering locally.
At the same time, we've expanded beyond fiber optics and into optical modules, industrial lasers, power cables, marine engineering, and consumer electronics. And this diversification helps us to stay competitive and keep delivering products even in a complex trade environment that we're facing right now.
These are not short-term reactions. They are part of our long-term development strategy, which we have followed consistently. Because of this, our adjustment process has been relatively smooth.
答：在应对全球贸易不确定性方面，长飞建立了一个强大而灵活的全球运营体系，我们的战略基于三个关键要素：技术研发，本地化生产，建立多元化全球布局。我们深耕光纤光缆行业37年，进行了大量的研发投入。这种长期的自主研发帮助我们获得了关键技术并建立强大竞争力。通过开拓国际市场，长飞目前已在印度尼西亚、南非、巴西、墨西哥、波兰和德国等6个国家运营着8个生产基地，这有助于我们缩短供应链，实现本地生产和交付。
与此同时，我们的业务已经扩展到光纤之外，进入光模块、工业激光器、电力电缆、海洋工程和消费电子等，这种多元化业务有助于我们在当前面临的复杂贸易环境中保持竞争力并持续交付产品。
这些不是短期应对措施，而是我们持续坚定执行的、长期发展战略中的一部分。正因为如此，我们的调整过程也是稳中有进。
Q:Where do you see the biggest opportunities for YOFC and the broader optical fiber cluster?
问：您认为长飞及更广泛的光纤光缆集群最大的机遇在哪里？
A:I think the next 3 to 5 years are extremely important for us, but also for the industry. And we believe that AI, artificial intelligence is a driving new wave of innovation. And this is actually seen that many industries in the world are moving to a digital and intelligent system. And to support this, the demand for high-speed, low-latency optical networks will grow quickly. So this creates big opportunities for advanced fiber solutions. We see 5G networks that continue to expand, but we already see that 6G has started research, and this trend will require better optical fiber technologies. And beyond telecom,areas like smart cities, digital healthcare, and self-driving vehicles will also depend on strong fiber optic network. And all of these means there is still a lot of room for growth.
And at the same time, next generation fiber technologies, like I mentioned, the hollow-core fiber, will change how fast and efficient data can move. So companies that lead in commercialization, these new technologies will gain a major advantage.
答：我认为未来3到5年对我们乃至整个行业都极其重要。我们相信人工智能（AI）是推动新一轮创新浪潮的动力。实际上，世界上许多行业都在向数字化和智能化转型。在这一趋势下，整个社会对高速、低延迟光纤网络的需求将迅速增长，这也为先进光纤解决方案创造了巨大机会。我们看到5G网络持续扩张，同时基于6G的研究已经开始，这一趋势也对更好的光纤技术提出需求。除了电信领域，像智慧城市、数字医疗和智能汽车也将依赖于强大的光纤网络。所有这些都意味着光纤光缆市场还有很大的增长空间。
与此同时，正如我提到的，包括空芯光纤等在内的下一代光纤技术将改变数据传输的速度和效率。因此，那些在上述领域率先实现科技成果转化的公司将获得重大优势。
来源：中国光谷
