Text: Modern Logistics News, reporter Sun Hui, Luo Ying, comprehensive report
Over the past five years, the integrated development of the Yangtze River Delta has been elevated to a national strategy, and the function of a strong and active growth pole has been continuously consolidated and improved. At the beginning of 2024, the Yangtze River Delta region will accelerate the implementation of a series of strategic emerging industry projects, accelerate the cultivation of new quality productivity, and accumulate new potential energy for future development. Closely following the two keywords of integration and high quality, taking the cultivation and development of new quality productivity as an important starting point, effectively strengthening the cross-regional coordination of scientific and technological innovation and industrial innovation, and accelerating the construction of a modern industrial system led by scientific and technological innovation and advanced manufacturing as the backbone, it is the only way for the Yangtze River Delta to accelerate the construction of a strong and active growth pole and realize a new leap forward in the high-quality development of economic and social modernization.
The Yangtze River Delta has accelerated the cultivation of new quality productive forces, and strategic emerging industry projects have been implemented one after another
Artificial intelligence projects have been started in a centralized manner, semiconductor chip projects have been intensively implemented, and the construction of new energy projects is in full swing ......At the beginning of 2024, the Yangtze River Delta region will accelerate the implementation of a series of strategic emerging industry projects, accelerate the cultivation of new quality productivity, and accumulate new potential energy for future development.
Emerging industry projects have been implemented one after another
On January 20, the RF filter chip project of Xinsheng Semiconductor started in Suzhou High-tech Zone, introducing the advanced production line of high-end semiconductor chip project, which will achieve an annual output of 3.6 billion RF filter chips after completion.
Not only Suzhou, but also the Yangtze River Delta region are accelerating the implementation of strategic emerging industry projects at the beginning of the year.
In 2024, a total of 510 projects will be arranged in the list of major projects in Jiangsu Province, including 186 strategic emerging industry projects, accounting for nearly 40%, a year-on-year increase of 257%。
Zhejiang Province has added 90 new major industrial projects in the 2024 implementation category, and 24 provincial major industrial projects have been approved in advance, including a number of semiconductor and new energy industry projects. Among the first batch of 460 major projects in Anhui Province this year, 253 are top ten emerging industry projects, accounting for 55%. "The implementation of these strategic emerging industry projects is the need for the Yangtze River Delta region to accelerate the formation of new quality productivity, and also reflects the efforts of local governments in promoting scientific and technological innovation and industrial upgrading. Zhou Zhongyun, associate professor of the School of Economics and Management of Tongji University and director of the China Information Economics Society, said.
The project construction is in full swing, and the policy supply is also exerting force. The recently released "Several Policies and Measures of Shanghai to Promote the Healthy Development of the New Economy" proposes to build a new type of infrastructure to support new quality productivity, promote the construction of a new generation of computing infrastructure, accelerate the construction of urban blockchain infrastructure, and enhance the innovation ability of artificial intelligence large models.
The "Guiding Opinions of the General Office of the People's Government of Zhejiang Province on Accelerating the Development of the Artificial Intelligence Industry" issued a few days ago proposes to accelerate breakthroughs in core technologies and create a source of artificial intelligence technology innovation. Strengthen the supply of core elements and create the optimal support for artificial intelligence. By 2027, the number of artificial intelligence companies will exceed 3,000, and the total operating income will exceed 1,000 billion yuan.
Listed companies have fallen one after another
A number of listed companies have also chosen to set up high-tech projects in the Yangtze River Delta region.
On January 3, Sanhua Intelligent Control, a leading thermal management company, announced that it would increase its bionic robot electromechanical actuator business and plan to invest more than 5 billion yuan in the construction of the Future Industry Center project. Tuopu Group recently disclosed that the company plans to invest 5 billion yuan to build a production base for core components of robots in Ningbo Economic and Technological Development Zone.
Recently, the global chip R&D center project of Canrui Technology has been settled in Putuo District, Shanghai, with a total investment of 600 million yuan. After the completion of the project, it will further enhance the company's R&D capabilities in intelligent sensors, power management chips, packaging and testing, and strengthen the layout of production, education and research. "This is the company's largest investment to date. The relevant person in charge of Canrui Technology said. In 2022, Canrui Technology will be listed on the Science and Technology Innovation Board, raising nearly 2 billion yuan after listing, and the company then plans to invest 1.1 billion yuan in the construction of the chip R&D center project, including part of the raised funds and its own capital investment. "R&D is the key factor to break the homogeneous low-price competition, and the industry will continue to maintain the state of R&D first in the future. The above-mentioned person in charge said.
Further form a joint force for development
Experts believe that the Yangtze River Delta region has many advantages in the development of new quality productivity, and the next step should be further coordinated development to form a joint force.
Liu Liang, deputy director and researcher of the Institute of Applied Economics of the Shanghai Academy of Social Sciences, suggested that all parts of the Yangtze River Delta should further strengthen coordination and do a good job in cooperation and division of labor: first, from the level of market-oriented mechanism and macro policy, explore the establishment of a long-term cooperation mechanism to form a cluster effect for the development of new quality productivity; The second is to consider the industrial layout of the new quality productivity of the Yangtze River Delta from the macro perspective of industrial clusters, make full use of the advantages of various places, and optimize the allocation of resources; Third, in the process of industrial upgrading and transformation, we should better promote the gradient transfer of industries and avoid problems such as industrial hollowing.
Bai Wenxi, vice chairman of the China Enterprise Capital Alliance, suggested that scientific and technological innovation and talent training should be strengthened, R&D investment and policy support should be increased, industry-university-research cooperation and international cooperation should be strengthened, and the transformation and application of scientific and technological achievements should be promoted. In addition, we will strengthen the market demand development of new quality productivity, expand application scenarios and business models, and promote the rapid development of the industry. "In order to promote the all-round development of new productivity in the Yangtze River Delta region, it is recommended to further strengthen industry-university-research cooperation, optimize the innovation and entrepreneurship environment, promote digital transformation, establish a venture capital ecology, and strengthen talent training for strategic emerging industries and future industries. Zhou Zhongyun said.
*: Shanghai ** Daily.
Author: Yan Ximeng.
Viewpoint
The total GDP exceeds 30 trillion!What are the priorities of technology and industry this year?
The Yangtze River Delta, which accounts for a quarter of the country's total economy, handed over last year's report card.
According to the work report of the three provinces and one city, Shanghai, Jiangsu, Zhejiang and Anhui achieved GDP of 4 respectively last year72 trillion yuan, 1282 trillion yuan, 826 trillion yuan, 471 trillion yuan, with a total scale of 3051 trillion yuan, accounting for about 24 percent of the country's total GDP2%。
In this year's work layout, scientific and technological innovation and modern industry are the top priorities.
Gong Zheng, mayor of Shanghai, said in his work report that this year it is necessary to formulate and implement the third round of three-year action plan for the integrated development of the Yangtze River Delta, promote the implementation of key cooperation matters in scientific and technological innovation and industrial innovation, and make every effort to promote major cross-regional infrastructure projects such as foreign power into Shanghai, accelerate the improvement of the integrated development system and mechanism, and accelerate the construction of the G60 science and technology innovation corridor and the Shanghai-Nanjing industrial innovation belt.
Regional collaborative innovation accelerates
The symposium on in-depth promotion of the integrated development of the Yangtze River Delta held on November 30, 2023 deployed key tasks from six aspects, the first of which is that the Yangtze River Delta region should strengthen cross-regional coordination of scientific and technological innovation and industrial innovation.
For the focus of scientific and technological innovation in 2024, the ** work report of the three provinces and one municipality also lists specific measures.
In 2023, Shanghai's R&D expenditure is expected to account for 4 percent of GDPAround 4%, Shanghai has set this proportion target at 4 in 20245%。For the focus of this year's construction of an international science and technology innovation center, Shanghai proposed to deepen the construction of a basic research pilot zone and focus on cutting-edge cross-cutting fields to carry out high-risk research. At the same time, we will speed up the establishment of scientific and technological innovation guidance, and guide long-term capital and patient capital to invest early, small, and hard technology.
The intensity of R&D investment in the whole society is 3About 2% of Jiangsu has issued an action plan to build an industrial science and technology innovation center with global influence, and implemented actions to strengthen basic research. This year, Jiangsu proposes to build an industrial science and technology innovation center with global influence as the traction, and further strengthen the strategic support of science and technology, education and talents. Promote the high-quality and leading development of the National Independent Innovation Demonstration Zone in southern Jiangsu, and strengthen the construction of the "three major science and technology innovation circles" around Taihu Lake, Nanjing and Xuzhou.
Zhejiang proposed this year to focus on scientific and technological innovation to shape new advantages for development. We will further implement the "315" scientific and technological innovation system construction project, promote the construction of a strong province with educational and scientific and technological talents, and provide basic and strategic support for high-quality development.
In 2023, the functions of the major scientific and technological facilities platform of the Hefei Comprehensive National Science Center in Anhui Province will continue to be enhanced, and significant progress will be made in the construction of the three major scientific and technological innovation highlands of quantum information, fusion energy, and deep space exploration. This year, Anhui proposed to transform more potential energy of scientific and technological innovation into new momentum for high-quality development. For example, in the fields of integrated circuits, industrial machine tools, intelligent complete sets of equipment, basic software, etc., major scientific and technological projects and key research and development projects have been implemented.
According to the recently published "China Regional Science and Technology Innovation Evaluation Report 2023", in terms of the Yangtze River Delta Science and Technology Innovation Community, Shanghai's comprehensive scientific and technological innovation level remains the first in the country, Jiangsu and Zhejiang also rank 5th and 6th in the country, and Anhui rises to 9th in the country. From the perspective of R&D investment, in 2021, the R&D investment in the Yangtze River Delta will reach 8422100 million yuan, accounting for more than 30 percent of the country (301%）。
Xuan Zhaohui, member of the editorial board of the report and director of the Institute of Technology and Statistical Analysis of the Chinese Academy of Science and Technology Development Strategy, told reporters that at present, the Yangtze River Delta has become the most competitive regional community in China, and there are 13 indicators in the region accounting for more than 30% of the country, namely the number of enterprises with R&D activities, the number of R&D personnel, the number of R&D researchers, the local financial science and technology expenditure, the internal expenditure of R&D funds, the internal expenditure of enterprise R&D funds, and the expenditure of enterprises to introduce technology. Enterprises digest and absorb expenditures, invention patent ownership, invention patent ownership, new product sales revenue, equipment manufacturing business income, high-tech product exports, etc., and the international technology income accounts for nearly 50% of the country.
How to do the industrial system
Since the integration of the Yangtze River Delta has become a national strategy, the industry has been closely coordinated. Eight key industrial chains have been promoted, including supplementing, consolidating and strengthening chains, and the scale of integrated circuits, biomedicine, and artificial intelligence industries accounts for 3 and 1 3 of the country respectively.
On January 27, at a press conference after the conclusion of the second session of the 16th Shanghai Municipal People's Congress, Gong Zheng said that he would focus on accelerating the construction of a modern industrial system of "2 + 2" + "3 + 6" + "4 + 5", continue to increase the total economic output, and vigorously develop new quality productive forces.
Among them, "2+2" is two integrations and two transformations. The first is to promote the integration of advanced manufacturing and modern service industries. The second is that all industries, especially Shanghai's traditional industries, must achieve digital transformation and green and low-carbon transformation. "3+6" first of all, the three leading industries, namely integrated circuits, biomedicine, and artificial intelligence, to create three Shanghai solutions to the Shanghai highland. "6" refers to Shanghai's six key industries with characteristics, foundation and advantages, including electronic information, life and health, automobiles, high-end equipment, advanced materials, and fashion consumer goods.
All 13 districts and cities have been selected as one of the top 100 cities in the national advanced manufacturing industry, and the added value of the manufacturing industry has reached 466 trillion yuan, accounting for 36 percent of regional GDP3%。Jiangsu also made it clear this year that it will build 10 national advanced manufacturing clusters and 16 provincial key clusters with high standards, and strive to build world-class new power equipment and other world-class, high-end equipment and other international advanced and aerospace leading clusters.
Zhejiang, which has a developed digital economy and private economy, will see rapid growth in investment in key industries in 2023, and investment in manufacturing will increase by 141%, driving the growth of total investment by 28 percentage points; Investment in the core industries of the digital economy and high-tech industries increased by 36 respectively9% and 211%, the growth rate is higher than all investment. This year, Zhejiang will also focus on building a modern industrial system. Driven by the in-depth implementation of the "No. 1 Development Project" for innovation and quality improvement of the digital economy, we will vigorously implement the "415X" advanced manufacturing cluster cultivation and the "100,000,000" project for the high-quality development of the service industry.
In recent years, Anhui, which has set automobiles and new displays as the leading industries, will expand the "first industry" of automobiles in 2024. Support the automobile "Anhui Army" to become stronger and bigger, and build a world-class enterprise. Cultivate and attract high-quality parts and components enterprises in key areas, improve the institutionalized docking platform for vehicle and parts enterprises, and guide traditional parts enterprises to transform to "new energy". Accelerate the exhibition of emerging industries and the forward-looking layout of future industries.
Lin Fei, a researcher at the Anhui Academy of Social Sciences, analyzed that under the new pattern of dual circulation, the Yangtze River Delta region will take advantage of the free trade zone, give full play to the advantages of regional synergy, increase high-level opening up, and expand export products; Internally, we will deepen high-quality integrated development, strengthen the coordination of scientific and technological innovation, deepen the division of labor and cooperation within products, build a unified market, improve the resilience of the industrial chain, and enhance the international competitiveness of industrial clusters.
Especially in recent years, in addition to the rapid innovation speed of Jiangsu, Zhejiang and Shanghai, Anhui's scientific and technological innovation level has also made significant progress, especially Hefei's industrial transformation and upgrading is in a leading position, which has played a demonstration and driving effect. In recent years, Hefei's overall development ideas have been relatively clear, and it has accurately grasped the law of industrial development. On the other hand, we will vigorously develop emerging industries, including new energy vehicles, integrated circuits, photovoltaics and other emerging industries.
*: CBN.
Author: Jin Yezi.
Sound
Cao Jianhua, member of the Shanghai CPPCC and professor of the Institute of Finance and Economics of Shanghai University of Finance and Economics:
Innovation in the fields of biomedicine, artificial intelligence, and new energy, as a typical new quality productivity, if there is a large-scale breakthrough in technology and can be successfully marketized, then the role of industrial transformation and social wealth growth is very obvious. Shanghai is an important strategic R&D base, and has a wealth of practical scenarios, so it should have more strength and conditions to do these things. It can support university teachers to participate in technology shareholding, management and sharing of achievements, encourage researchers to go deep into the front line of enterprises, understand and solve problems in the application of new materials and new technologies, and give corresponding honorary titles and new assessment mechanisms, so as to further help the integration of "production, education and research" in the field of science and technology.
Liu Liang, deputy director and researcher of the Institute of Applied Economics, Shanghai Academy of Social Sciences
All parts of the Yangtze River Delta should further strengthen coordination and do a good job in cooperation and division of labor: first, from the level of market-oriented mechanisms and macro policies, explore the establishment of long-term cooperation mechanisms to form a cluster effect for the development of new quality productivity; The second is to consider the industrial layout of the new quality productivity of the Yangtze River Delta from the macro perspective of industrial clusters, make full use of the advantages of various places, and optimize the allocation of resources; Third, in the process of industrial upgrading and transformation, we should better promote the gradient transfer of industries and avoid problems such as industrial hollowing.
Chen Qiyu, Member of the Standing Committee of the Shanghai Municipal Committee of the Chinese People's Political Consultative Conference and Executive Director and Co-CEO of Fosun International:
Vigorously support market players to participate in the development of science and technology innovation, and combine the current situation to set up science and technology enterprises, so that a number of advanced science and technology enterprises can be helped, supported, retained, and introduced in these fields, so as to consolidate the industrial foundation of Shanghai's science and technology enterprises.
Han Dadong, Director of the Intelligent Manufacturing Promotion Division of the Shanghai Municipal Commission of Economy and Information Technology:
On the basis of 2024, we must look at 2025 and 2027. It is necessary to look at the future from the perspective of the future, and to look at the development of the industry from the perspective of the whole country. How to embody Shanghai's new quality productivity is reflected in Shanghai's functional positioning. Three years ago, we began to plan the division of labor and cooperation in the Yangtze River Delta, for example, whether the cities can cooperate in the industrial chain to build an industrial robot, and finally form a chain. The innovation we focus on is no longer a concept, but a specific refinement to a certain screw and nut, so that the entire industrial chain can have both autonomy and safety and a high degree of core competitiveness.
Related Reading:
The Yangtze River Delta has achieved new breakthroughs in high-quality integration with regional innovation and synergy
In order to further implement the "Yangtze River Delta Science and Technology Innovation Community Construction and Development Plan" and the "Action Plan for Three Provinces and One City to Build a Yangtze River Delta Science and Technology Innovation Community (2022-2025)", and strengthen the tracking, monitoring and guidance of collaborative innovation in the Yangtze River Delta region, in January 2024, the Shanghai Institute of Science, Jiangsu Institute of Science and Technology Information, Zhejiang Institute of Science and Technology Information, and Anhui Institute of Science and Technology Information jointly released the Yangtze River Delta Regional Collaborative Innovation Index 2023 (hereinafter referred to as the "Index Report") The index report takes the enhancement of the source of collaborative innovation in the Yangtze River Delta region and the support of the high-quality integrated development of the Yangtze River Delta as the evaluation object, and constructs an index system including 5 first-level indicators and 20 second-level indicators including resource sharing, innovation cooperation, achievement sharing, industrial linkage and environmental support, and takes 2011 as the base period to calculate and evaluate the collaborative innovation development process of the Yangtze River Delta region in 2011 and 2022.
According to the report, the Yangtze River Delta Regional Collaborative Innovation Index has increased from 100 points (base period) in 2011 to 262 in 202248 points, since 2018, the average annual growth rate of the Yangtze River Delta regional collaborative innovation index has reached 1117%, the construction of a science and technology innovation community in three provinces and one city has accelerated. From the perspective of the changes in the five first-level indicators, the achievement sharing indicator increased the most, from 159 in 201824 points improved to 443 in 202226 points, with an average annual growth rate of 2917%；This is followed by the resource sharing indicator, which rose from 197 in 201851 points to 277 in 202214 points, with an average annual growth rate of 884%；The third is the innovation cooperation indicator, which rose from 133 in 201833 points rose to 186 in 202228 points, with an average annual growth rate of 872%；Relatively speaking, the development and growth rate of the two indicators of industrial linkage and environmental support is slightly slow. In addition, in the ranking of 41 cities in three provinces and one city, Shanghai continues to play a leading role in driving the integration of science and technology cooperation and innovation in the Yangtze River Delta region, followed by Hangzhou, Nanjing, Suzhou and Hefei, becoming important hubs for cross-regional collaborative innovation in the Yangtze River Delta. In terms of the agglomeration of innovation elements, the sharing of scientific and technological achievements, and the layout of the industrial system, the Yangtze River Delta has run out of the "acceleration" of development.
First, the convergence of innovation resources is accelerating. The intensity of R&D investment in the Yangtze River Delta region reached 323%, nearly 07 percentage points. The Yangtze River Delta region has 76 R&D personnel per 10,000 people20 person-years, nearly twice the national average. The number of large-scale instruments shared in the Yangtze River Delta has reached more than 40,000 sets, with a value of more than 52.2 billion yuan, providing an important platform for promoting open innovation and cooperation. The accelerated convergence of people, money and materials has provided solid support for the three provinces and one municipality to achieve "leapfrog development" in key areas.
Second, the integration of science and technology should be accelerated. The number of international scientific and technological cooperation in the Yangtze River Delta region reached 27,916, an increase of 50% over 2018, and all 41 cities were deeply involved in the regional scientific research cooperation network. The number of patent transfers in the Yangtze River Delta reached 35,504, and the number of cooperative invention patents reached 10,640, an increase of 355 times and 177 times. The turnover of technical contracts between the three provinces and one city reached 18634.5 billion yuan, an increase of 4 over 201819 times, accounting for 13 of the turnover of all technical contracts in three provinces and one city96%。At the same time, the turnover of all technical contracts in the three provinces and one city accounted for 27 percent of the national technical contract turnover94%, compared with 2018, this value has increased by nearly 10 percentage points, and the efficient transformation of scientific and technological achievements in the three provinces and one city has made an important contribution to the national innovation and development driven by radiation.
Third, industrial innovation is accelerating. The profit of the high-tech industry in the Yangtze River Delta reached 466.1 billion yuan, an increase of 34% over 201832%, accounting for 1 4 of the profits of the country's high-tech industry. The total industrial output value of enterprises in the Yangtze River Delta National High-tech Zone is 83,6901.7 billion yuan, an increase of 62 percent over 201863%, accounting for nearly 30% of the total industrial output value of enterprises in the national high-tech zone. As of September 2023, the number of cross-regional investment enterprises of listed companies in the Yangtze River Delta region between the three provinces and one city has reached 5,389, of which Shanghai has the largest number of invested enterprises, accounting for the cross-regional investment of Jiangsu, Zhejiang and Anhui in the Yangtze River Delta region. 15% and 3696%。A large number of chain main enterprises around the development of the three provinces and one city to carry out cooperation and division of labor and strong chain coordination, incubated a number of innovative enterprises with key core technologies, the Yangtze River Delta cross-regional capital flow for the three provinces and one city to provide an important impetus for scientific and technological innovation and industrial layout coordination, and gradually formed a multi-chain synergy model dominated by the capital chain.
*: Yangtze Evening News.
Modern Logistics News (February 19, 2024, 12th edition).