Recently, with the production of the first lithography machine into the purification workshop, Hefei Optoelectronics invested more than 27 billion yuan in the construction of the sixth generation AMOLED display project into the final sprint stage. At the same time, a number of tens of billions of projects such as Huali Phase II, Haier Zhigu, Huawei R&D Center, and Huada Semiconductor are also running out of construction acceleration.

 

The data shows that in the first half of this year, Shanghai's industrial investment maintained rapid growth, completing 46.58 billion yuan, a year-on-year increase of 22.9%, an increase of nearly 10 years. Among them, the manufacturing investment was 34.68 billion yuan, a year-on-year increase of 22%, and there was a continuous double-digit monthly growth that has not occurred in recent years. It is precisely the unprecedented emphasis on the real economy that has brought about a new round of development in Shanghai's manufacturing industry. These emerging industrial projects characterized by “intelligent, high-end and high-quality” have also become a high-quality development of Shanghai's economy. miniature.

 

Emerging industries become investment priorities

 

With the structural reform of the supply side moving forward in depth, a significant change is that the proportion of investment in the traditional heavy chemical industry in Shanghai is declining, and the new capacity investment in pillar industries such as electronic information, complete sets of equipment and fine steel products is growing rapidly, especially in integrated circuits. Emerging industries such as new displays, industrial robots, intelligent network and new energy vehicles have become investment priorities.

 

The "Shanghai Manufacturing" three-year action plan proposes to make full efforts to build two world-class industrial clusters of automobiles and electronic information, and actively cultivate four world-class industrial clusters of civil aviation, biomedicine, high-end equipment and green chemicals. In the first half of the year, Shanghai's six key manufacturing industries of electronic information, complete sets of equipment, fine steel products, automobiles, petrochemicals and biomedicine grew by 21.3% year-on-year.

 

More convincing than the digital is the structure, the trend of high-end, green and intelligent development becomes more and more obvious: electronic information and automobile manufacturing mainly invest in industrial chains such as integrated circuits, new displays, new energy vehicles, etc. Turning to hotspots such as aircraft manufacturing, aero engines, industrial robots, and high-end ships; petrochemical industry projects are mainly green-based; the bio-pharmaceutical industry is investing significantly in the forefront of the industry's genetic drugs.

 

The vitality of market-oriented investment has become a welcome change in the field of industrial investment. In the first half of the year, industrial investment in non-state-owned economy was 36.94 billion yuan, a year-on-year increase of 32.9%, exceeding the growth rate of overall industrial investment by 10 percentage points. Among them, private economic investment maintained a high growth rate since the beginning of the year, an increase of 78.9%, mainly in the automotive parts, clothing, robotics and other industries.

 

In order to further expand opening up and speed up the establishment of a new open economy system, on July 10, Shanghai issued the “100 measures to expand and open up” action plan. On the second day of the launch of the action plan, Tesla announced the construction of the first super factory outside the United States in Shanghai, with an annual production capacity of 500,000 pure electric vehicles, which has become the largest foreign-owned manufacturing project in Shanghai's history. . Tesla’s move will undoubtedly further stimulate the investment of non-state-owned economies such as private and foreign investors in Shanghai.

 

Big projects drive big development

 

Large projects are the key to stabilizing economic growth and industrial investment. From the data, the rapid growth of industrial investment in the first half of the year also benefited mainly from the better investment situation of large projects. In the first half of the year, there were 550 industrial projects under construction with a total investment of more than 100 million yuan, an increase of 60 over the same period of the previous year. The completed investment was 41.13 billion yuan, a year-on-year increase of 32%. Among them, 75 projects with a total investment of more than 1 billion yuan, completed an investment of 21.36 billion yuan, an increase of 54.1%.

 

The relevant person in charge of the Shanghai Economic and Information Commission said that it was the construction of a number of major industrial projects in the past two years that drove the continuous development of industrial investment. The Huali 12-inch advanced process integrated circuit production line with a total investment of 38.7 billion yuan under construction is listed as a key project of the national “13th Five-Year Plan for the Major Productivity of Integrated Circuit Industry”. The project will build a monthly production capacity of 40,000 pieces. The 12-inch integrated circuit chip production line starts from 28 nanometers and will eventually have a high-performance chip production capacity of 14 nanometer three-dimensional process; while SMIC invests 67.5 billion yuan in the "12-inch integrated circuit advanced process production line" project, the process node can be Covering 14 nanometers to 10/7 nanometers, the total amount is 70,000 pieces per month after full production. The product direction is mainly concentrated in the field of next-generation mobile communication and intelligent terminals. The landing of these super projects also demonstrates Shanghai’s determination to develop its advanced manufacturing industry.

 

For high-end manufacturing, especially emerging industries, the market opportunity period may be fleeting. In accordance with the reserve project, a batch of projects, and a batch of major project promotion mechanisms, the urban two levels actively improved the supporting conditions of the project, actively coordinated the problems existing in the construction of major industrial projects, and promoted the early completion and early production of the project. The Municipal Housing Construction Committee, the Municipal Bureau of Land and Resources and other departments reformed the social investment project approval, and now the industrial project from the acquisition of the land to the approved construction approval cycle, compressed to 15 working days. At the district level, Songjiang, Minhang, Pudong and other districts put industrial investment in a prominent position, trying to attract investment and speed up project construction, and the investment in advanced manufacturing industry has achieved substantial growth.

 

Leading high quality development

 

Industrial investment is the forerunner of industrial development and determines the direction of future industrial development. Under the situation of increasingly tight resource constraints, Shanghai's industrial investment is gradually transforming into connotative investment. Enterprise investment is more manifested in equipment investment to improve technology and product quality, with "intelligent, high-end, cluster, and service." The technological transformation investment characterized by “chemicalization, quality and greenization” has become the leading factor of industrial investment in this city.

 

The data shows that from January to June this year, the city's technological transformation investment was 28.8 billion yuan, a year-on-year increase of 24.6%, accounting for 62% of the city's industrial investment. In particular, the investment in intelligent transformation increased rapidly, and the integration of intelligent manufacturing and manufacturing accelerated. . In the first half of the year, the city invested a total of 196 intelligent manufacturing projects with a total investment of over 10,000 yuan, an increase of 75 over the same period of the previous year. The total investment was 182.2 billion yuan, and the investment was 14.63 billion yuan, a year-on-year increase of 45.6%. The intelligent transformation project accounted for the city's technological transformation project. The proportion is about 50%. The leading role of intelligent manufacturing in various industries is emerging. The automotive, electronic information, steel, and chemical industries have been transformed into a modern business model through intelligent transformation.

 

Focusing on building a world-class industrial cluster, a number of major product and technology upgrade projects in the upstream and downstream of the industrial chain have been accelerated. With the goal of high-end products and technologies, Shangfei and Baosteel aim to improve the precision manufacturing capabilities of core components and enhance the added value of products. The core competitiveness has been significantly improved. The transformation of the automotive sector is taking the direction of new energy vehicles and intelligent network vehicles. Covering automotive electronics, body parts, battery systems, and charging equipment, the industry's technological transformation investment accounted for 16% of the city's technological transformation investment. In the first half of the year, the city's new energy vehicle output value increased by 29.6%.

 

Through the technological transformation, the traditional manufacturing industry is comprehensively improving product technology, process equipment, energy efficiency, environmental protection, safety and service capabilities. Key enterprises in Baosteel, petrochemical and chemical industry areas have carried out integrated innovation and application of smart factories, and completed 1.61 billion yuan of investment in transformation. The technical level of enterprises in resource allocation, process control, energy conservation and emission reduction and safety production has been continuously improved; Haojia, Shangmei Cosmetics and other enterprises take the quality as the route, constantly improve the product quality of the food and beverage, cosmetics industry, to meet the current consumption upgrade and individual needs.

 

The Municipal Economic and Information Commission analyzed and predicted that with the increase in corporate profits and confidence, this year and next year will enter a new round of equipment investment and capacity expansion. High-end manufacturing and emerging industry investment are the main investment lines in the future. The optimization of investment structure and supply structure will become a key support for industrial transformation and upgrading. At present, it is essential to continue to do major industrial project promotion and technological transformation, and to achieve the goal of 25% industrial added value in GDP in the next five years and to achieve high-quality development of the industrial economy.