The definition of the digital economy, as well as the development trend and prospects, will not be explained here, and you can search for it on the Internet.
First, the reason for being firmly optimistic about the digital economy is, first of all, that the state has issued a clear strategic plan, which is in line with the country's industrial development direction.
This article will not be repeated.
Second, there is a more important reason, that is, economic growth and market capital need a new export.
From the perspective of large funds, some small industries or emerging concepts have relatively small capacities, and large funds cannot be piled in.
From the perspective of economic growth, the economic growth targets of all provinces, municipalities and autonomous regions have been announced.
Judging by various factors, the economic growth of developed regions needs a new engine.
Have you found a pattern:
The target set by the developed regions is relatively low, generally around 5%, but the target is higher in the central region and the less developed regions:
From the 2023 GDP growth target, the values of the 31 provinces range from 4% to 9.5%.
Among them, the highest is Hainan Province (about 9.5%), the lowest is about 4%, other provinces are concentrated in 5% to 6.5%, mostly "6%", and 12 provinces are set at 6% or more. In addition, Hainan and Tibet Autonomous Region (about 8%) are higher, Jiangxi and Xinjiang are both around 7%, and Ningxia, Hunan, Hubei and Anhui are all about 6.5%.
What is the reason for this?
Could it be that the developed regions, which are the center of economic gravity, have less potential than the brother provinces that have been running with them?
There is an important factor here:
As we all know, foreign trade accounted for a large part of the economic growth rate of coastal provinces in developed regions in the past.
以广东省为例：经济体量占全国经济总量约十分之一，外贸占比约五分之一，稳广东对稳全国经济大盘意义重大。
当前大陆外贸企业持续承压，是一个不容回避的事实。
而预计2023全年外贸行业对经济增长的贡献率，很可能是一个负值。 上海、江苏、浙江、山东等省市都可能会面对这一情况。
Therefore, when the developed region completes the set economic growth target this year, it may first make up for the negative value of the foreign trade industry.
In other words, the real growth rate in developed regions will be greater than the nominal growth rate.
The formula should look like this:
Real growth rate + foreign trade growth rate (negative value) = nominal growth rate (about 5%)
It can be seen that it is more difficult for developed regions to achieve this year's growth target. Because they are not in the foreign trade industry, other industries actually have to complete a growth rate of more than 5%.
So which industries are the main ones to rely on?
Let's start with a few large industries that contribute more to GDP.
The actual situation shows:
After the rapid growth of new energy vehicles in previous years, this year may not be a big year for the automotive industry.
The data shows that from January to February 2023, the profit of the automobile manufacturing industry was 41.43 billion yuan, down 41.7% year-on-year, and the profit margin of the automobile manufacturing industry was 3.2%, down 2.2 percentage points from the same period.
It seems that the real estate industry should not expect too much.
For traditional infrastructure projects such as building roads and bridges and digging subways, there is not much room for developed areas to exert efforts. The central region and the underdeveloped regions can continue to engage in it because there are still shortcomings to make up.
That is to say, the three carriages that drive economic growth have almost one option in developed regions: consumption.
If consumption is the most important option to drive economic growth, developed regions will never be able to rely solely on traditional consumption methods.
Consumption must be upgraded. The digital economy is the engine of consumption upgrading.
This is because the realization of consumption upgrading should be the premise of upgrading the urban consumption environment.
Therefore, the construction of digital economy and smart city has become a must.
Because the development of the digital economy involves computer technology, chip integrated circuits, media, communication services and other industries.
From the perspective of the market, these industries have huge capacity and go under large funds. It should be the main metronome of the structural market.
From the perspective of the real economy, the development of the digital economy can not only help cities and enterprises upgrade, but also drive many related industries and create more employment opportunities.
Cities and enterprises have completed intelligent upgrading, there are more employment opportunities, and the goal of consumption upgrading means that it is completely possible to complete.
For developed regions, this is a virtuous cycle of killing two birds or even more with one stone.
Don't the central and less developed regions have a chance to get a piece of the digital economy?
Don't forget that the digital economy is inextricably linked to the East and the West.
The great development of the digital economy must be guaranteed by the improvement of computing power.
The eastern region focuses on "number", and the western region focuses on "counting". This is mutually reinforcing.
The development direction of the digital economy should be one city and one number, each with its own characteristics.
Even the central and less developed regions will have their own way of developing the digital economy.
In other words, the digital economy will not only activate national companies in computer technology, chip technology, communication services and other industries, but also have heavyweight companies serving their own cities in each city, playing an important role in the construction of smart cities.
(The pictures in this article are all from the Internet)