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Su D, Zhejiang D and the trillion club

author:Observations and records
Su D, Zhejiang D and the trillion club

In October 2017, Shaoxing media went to Changzhou to visit, listen to lectures, see the scene, conduct research, "learn from Longcheng", and wrote an article after returning, calling Changzhou and Shaoxing "good brothers".

This is because both cities have a history of more than 2,500 years, and they are both in the Yangtze River Delta urban agglomeration, with little difference in population (both more than 5 million), and the license plate number is also prefix D.

But behind the similarity, Changzhou is a "'brother' running ahead", in 2016, Changzhou's GDP exceeded Shaoxing by 100 billion yuan, reaching 577.3 billion yuan.

Six years have passed, and a few days ago, news came out that Changzhou has officially entered the GDP "trillion club" and become a trillion city with the smallest population, small geographical area and high per capita level in the country.

In contrast, in 2023, Shaoxing's GDP will be 779.1 billion yuan, an increase of 7.8% from the previous year at constant prices, but the gap with Changzhou has widened.

Why can Changzhou continue to run ahead, and run faster and faster? To answer this question, advanced manufacturing is a crucial consideration.

Su D, Zhejiang D and the trillion club

When Changzhou was announced to enter the "trillion club", advanced manufacturing was frequently mentioned as a bright spot.

To put it simply, the main achievements of Changzhou's advanced manufacturing industry include: the output value of the new energy industry reached about 750 billion yuan, the output of nearly 680,000 vehicles, and the investment heat ranked first in the country; the scale of the photovoltaic industry was close to one-tenth of the country, the integrity of the power battery industry chain reached 97%, the first in the country, and the output value of the new energy vehicle and core parts industry reached 470 billion yuan.

In addition to the main achievements, a complete industrial system cannot be ignored. According to media reports, Changzhou has 37 of the country's 41 industrial categories, 191 of the 207 medium categories, and 605 of the 666 sub-categories.

At the same time, Changzhou has also launched a series of industrial supporting facilities to cultivate "top students" in the manufacturing industry. According to a report by Changzhou Daily in January, at present, the city has 32 national manufacturing individual champion enterprises, 166 national specialized, special and new "little giant" enterprises, and 933 provincial-level "specialized, special and new" small and medium-sized enterprises.

As a result of hard work, Changzhou ranked 16th in the list of China's top 100 advanced manufacturing cities for three consecutive years.

The eye-catching results are obviously not something that can be achieved in a few years, but comes from continuous trial and error, adjustment and focus.

Su D, Zhejiang D and the trillion club

In the eighties and nineties of the last century, Changzhou relied on the export of clothing, mechanical and electrical, "life is very comfortable, and the willingness to change the economic structure is not very strong."

After entering the new century, the Internet era is rolling in, Suzhou and Wuxi have seized the major opportunities of the information industry and ushered in rapid development, taking Wuxi as an example, it has grown into a famous city with Chinese software characteristics, and the scale of the software and information service industry will approach 200 billion yuan in 2022. "Next door" is booming, Changzhou can no longer be satisfied with the status quo, and has also planned to build an electronic information industrial park, but because of the lack of investment promotion and talent introduction, the development effect is not ideal.

By around 2008, Changzhou's economy was still as dependent on foreign trade as high as 56%, and the single economic structure needed to be broken urgently. In 2009, Changzhou launched the implementation of the Action Plan for the Revitalization of Five Major Industries in Changzhou, and began to focus more on five major industries, including equipment manufacturing, new energy, information, new materials, biotechnology and medicine.

Through this adjustment and focus, Changzhou has accelerated its entry into the photovoltaic industry, and the electronic information industrial park has been transformed into a photovoltaic industrial park, gradually forming a photovoltaic industry chain led by Trina Solar. In 2010, Trina Solar became the first company in the emerging industry to sell more than 10 billion yuan.

Su D, Zhejiang D and the trillion club

Industrial transformation continues to release development momentum and promote Changzhou's GDP to rise. From 2001 to 2010, Changzhou's GDP increased from 67.3 billion yuan to 297.6 billion yuan, quadrupling in ten years.

Compared with the photovoltaic industry, Changzhou is working harder in the new energy industry. Specifically, Changzhou adopts the "direct heart" approach, for the power battery known as the "heart" of new energy vehicles, Changzhou has introduced well-known power battery companies such as CATL, China Innovation Airlines, Honeycomb Energy, Nortel Aist and other well-known power battery companies in Liyang, Jintan and other places, and now, 31 of the 32 main links of power batteries are covered.

At the same time, the introduction of ideal, BYD and other new energy vehicle companies, Dongfeng, SAIC Maxus and other car companies have also been attracted to take root in Changzhou.

From the perspective of urban energy level, Changzhou focuses on new energy in a forward-looking manner, combining the power battery industry with the photovoltaic-related energy storage industry to form a complete industrial chain, laying an industrial foundation for it to build a "new energy capital of the world".

In January 2023, Changzhou shouted a new development goal: "By 2025, the scale of the new energy industry will exceed one trillion yuan, and the market value of the new energy Changzhou sector of the capital market will exceed one trillion yuan, and by 2035, the industrial scale will double on the basis of 2025." ”

Although the power battery industry has seen problems such as slowing demand growth and insufficient orders, and Changzhou's leap to the goal of "two over one trillion" also has potential risks, but in the long run, Changzhou's layout and investment in advanced manufacturing will help it open up more imagination space in the future.

Su D, Zhejiang D and the trillion club
Su D, Zhejiang D and the trillion club

In the above-mentioned Shaoxing media article, Changzhou's celebrity resources were also compared: "Although it is also a national historical and cultural city, compared with Shaoxing, its 'cultural gold content' is really far behind, especially celebrity resources, Changzhou can not be louder except for the 'three masters' (Qu Qiubai, Yun Daiying, Zhang Tailei)." ”

In contrast, Shaoxing is indeed the hometown of celebrities and scholars, and there are many celebrities, the most prominent of which is Lu Xun, so that a local education scholar in Shaoxing exclaimed: "I often think about the city of Shaoxing, in addition to eating Lu Xun, what else do you eat?" So every time there is one less Lu Xun in the Chinese textbook, the people of Shaoxing can't sit still." Because we eat Lu Xun's rice. ”

"Eat Lu Xun rice" is of course ridicule, from the industrial point of view, similar to Changzhou before, for a long time, Shaoxing people "eat", relying on traditional industries such as textiles, chemicals, rice wine, Asia's largest China Textile City, Shaoxing rice wine is its significant feature.

Another similar place is that Shaoxing's performance in this wave of information industry is not outstanding. It gives people the impression that following behind Hangzhou and Ningbo, and Wenzhou, Jiaxing and other cities to stage a "qualifying race" to catch up with me, Shaoxing has to open the prelude to the industrial transformation of "vacating cages for birds and phoenix nirvana".

I have to say that in terms of transformation, Shaoxing has a sense of urgency. According to the data, from 2012 to 2021, Shaoxing has improved more than 26,000 "low scattered" enterprises, eliminated the backward production capacity of more than 4,000 enterprises, and has been rated as "advanced" in the "cage for birds" assessment in Zhejiang Province for ten consecutive years.

Vigorously rectify and eliminate backward production capacity, the purpose is to "change birds". According to data released by Shaoxing officials in 2022, since 2018, the city has introduced 38 major industrial projects of more than 5 billion yuan and 11 projects of more than 10 billion yuan, with a total investment of nearly 600 billion yuan.

Shaoxing's "freeing cages for birds", in a word, is to replace the past wine tanks, sauce tanks, and dyeing tanks with emerging industries such as chips, tablets, and blade batteries.

Speaking of chips, in 2018, SMIC's leading project was introduced to Shaoxing, and Shaoxing's integrated circuit industry began to accelerate.

At present, a set of vertically integrated regional IDM (refers to semiconductor vertically integrated manufacturing) industrial model has been established, covering design, manufacturing, packaging and testing, materials, equipment and applications, etc., the industrial chain has been gradually improved, and a cluster ecology has been formed, and the output value will exceed 50 billion yuan in 2022.

In addition, Shaoxing is also promoting the "Shaoxin Valley" project with the "pan-semiconductor +" industry as the main body, and continues to increase the integrated circuit industry.

In the field of "tablets", in 2022, the total industrial output value and service industry income of Shaoxing's high-end biomedical industry platform will reach 35.6 billion yuan. In 2021, the city's biomedical industry achieved a total industrial output value of 33.54 billion yuan, a year-on-year increase of 4.5% over 2020, ranking third in Zhejiang Province.

As of the end of July 2023, there are 184 biomedical high-tech enterprises in Shaoxing, including 23 listed companies (including the New Third Board), and 3 of them have entered the list of the top 100 enterprises in China's pharmaceutical industry in 2022.

Judging from these data, Shaoxing has a certain strength in the field of chips and tablets, and in the future, these fields may release stronger development momentum to help Shaoxing's GDP rise.

On the whole, perhaps because the industrial transformation is relatively late, and at the same time, it is difficult to lay out in advance and seize the dividends like Changzhou, and the contribution of advanced manufacturing to Shaoxing's GDP still has a lot of room for improvement.

According to the data of Changzhou Municipal Bureau of Statistics, from January to November 2023, the output value of new energy vehicles, new power equipment and photovoltaic industries in Changzhou's new energy manufacturing industry contributed 75.5%, 8.7% and 8.2% respectively to the growth of the city's industrial output value above the designated size.

Shaoxing still relies on the support of traditional industries.

In 2022, the added value of the city's emerging industries accounted for 39.3% of the added value of the above-scale industries, while the five traditional industries of modern textiles, green chemicals, metal processing, rice wine, and pearls achieved an industrial added value of 95.09 billion yuan, accounting for 44.9% of the city's above-scale industrial added value.

Of course, last year, Shaoxing's advanced manufacturing industry continued to climb the ladder. According to data from the Shaoxing Municipal Bureau of Statistics, from January to November 2023, the added value of manufacturing, strategic emerging industries, and high-tech manufacturing, the core industries of the digital economy, increased by 13.4%, 13.1%, and 12.2% respectively.

This means that in order to catch up with Changzhou and enter the "trillion club", Shaoxing must continue to increase the contribution rate of advanced manufacturing and improve the contribution rate of advanced manufacturing. New ways can lead to new destinations, especially in urban development.

Su D, Zhejiang D and the trillion club
Su D, Zhejiang D and the trillion club

It must be explained that the advanced manufacturing industry involves a wide range, for example, some people divide the advanced manufacturing industry into 15 sub-industries, including semiconductors, drones, automobiles, new materials, robots, LED, intelligent manufacturing, aerospace, mobile phones, industrial control, electronic components, radar, intelligent hardware, etc.

Some scholars have also proposed that the advanced manufacturing industry includes high-tech industries with high added value and high technological content, high-end equipment manufacturing, some strategic emerging industries and some future industries.

From a practical point of view, the scope involved may not be so important, the key is whether to promote the construction of advanced manufacturing industry and release new kinetic energy.

An obvious signal is that this year, Guangzhou has entered the "3 trillion club", after the official announcement of the news, did not forget to emphasize - "the manufacturing product system is relatively complete, with 35 of the 41 industrial categories, and the construction of the national advanced manufacturing base is accelerating."

In addition to Guangzhou, Shanghai, with a GDP of 4.7 trillion yuan, can be called a benchmark for the development of advanced manufacturing in the city. According to recent official data, in 2023, the total output value of industrial strategic emerging industries will account for 43.9% of the total output value of industries above designated size, and the scale of the three leading industries of integrated circuits, biomedicine, and artificial intelligence will reach 1.6 trillion yuan.

For Changzhou and Shaoxing, these data are like a "sea of stars" shining ahead, which needs to be carried out step by step and continue to attack. Among them, how to attract more talents, especially high-end talents, the "brothers" need to continue to increase.

In Changzhou, for whether it can truly become the "world's new energy capital", the industry and the media mostly focus on a short-term "soft underbelly" that is difficult to overcome, that is, Changzhou's power battery R&D strength is weak, and R&D institutions are not in Changzhou. Behind this is the problem of high-end talents.

In 2023, Changzhou will introduce a total of 120,000 talents of various types, including 82,000 talents with college degree or above and 37,000 skilled talents. High-end equipment clusters, new energy vehicles and automotive core parts clusters, and new-generation electronic information technology clusters ranked the top three, and the number of talents accounted for 67.92% of the top ten advanced manufacturing clusters.

Shaoxing is also strengthening the supply of high-end talents. According to the data, in 2022, Shaoxing will apply to the Ministry of Industry and Information Technology for 725 talents of the National Enlightenment Program, and 105 people will be selected, surpassing first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen, ranking first in the country for two consecutive years.

In the first half of 2023, Shaoxing released the "5232" plan, hoping to gather and cultivate a group of global top talents, first-class scientific and technological leaders and innovative teams, outstanding engineers, young scientific and technological talents, and high-skilled talents in five years.

Advanced manufacturing is an important means to enhance the city's energy level and core competitiveness, and advanced manufacturing needs more talents to promote the landing, and Changzhou and Shaoxing need to continue to compete for all kinds of talents.

Judging from the current situation, Shaoxing's GDP may not be able to catch up with Changzhou in the short term, but in the process of increasing advanced manufacturing, Suzhou D and Zhejiang D are becoming stronger - the city is catching up with me, and seeking high-quality development in the competition is undoubtedly a moving scenery on the land of China, which is always worth our expectation.

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