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 phase. At the same time, Huali Phase II, Haier Zhigu, Huawei R & D centers, Huada Semiconductor and other batches of tens of billions of projects are also running out of construction acceleration.
Data show that in the first half of this year, Shanghai's industrial investment maintained rapid growth, reaching 46.58 billion yuan, a year-on-year increase of 22.9%, an increase of nearly 10 years. Among them, manufacturing investment completed 34.68 billion yuan, an increase of 22% over the same period. The continuous double-digit monthly growth. It is precisely the unprecedented attention to the real economy that has brought about a new round of development in Shanghai manufacturing industry. These emerging industrial projects characterized by 'intelligent, high-end, high-quality' have also become The epitome of Shanghai's economy to high quality development.
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, while 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. 2. New displays, industrial robots, intelligent network and new energy vehicles have become the focus of investment.
The 'Shanghai Manufacturing' three-year action plan proposes 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 major manufacturing industries, including electronic information, complete sets of equipment, fine steel products, automobiles, petrochemicals and biomedicine, grew by 21.3%.
More convincing than digital is the structure, high-end, green, intelligent development trend becomes more and more obvious: electronic information, automotive manufacturing mainly invests in integrated circuits, new displays, new energy vehicles and other industrial chains; complete equipment manufacturing industry investment field in recent years Turn to aircraft manufacturing, aero engines, industrial robots, high-end ships and other hotspots; petrochemical industry projects are mainly green transformation; bio-pharmaceutical industry has invested significantly in the industry's most advanced genetic drugs field.
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 reached 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 has maintained since the beginning of the year. The high growth rate, an increase of 78.9%, mainly in the automotive parts, clothing, robotics and other industries.
In order to further expand the opening up and accelerate the establishment of a new open economy system, on July 10, Shanghai issued the 'Enlargement and Opening 100 Articles of Action'. On the second day of the launch of the Action Plan, Tesla announced that it would build outside the United States in Shanghai. The first super factory, with an annual production capacity of 500,000 pure electric vehicles, has become the largest foreign-owned manufacturing project in Shanghai's history. Tesla's move will undoubtedly further stimulate private, foreign investment and other non-state-owned economies to invest in Shanghai. vitality.
Big projects drive big development
Large projects are stable economic growth, industrial investment in the sea. From the data point of view, the rapid growth of industrial investment in the first half of the year also benefited from the better investment situation of large projects. In the first half of the year, the city's total investment of more than 100 million yuan in industrial projects under construction 550, an increase of 60 over the same period of the previous year, with an investment of 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, which drove the continuous development of industrial investment. The Huali 12-inch advanced technology with a total investment of 38.7 billion yuan under construction. The integrated circuit production line has been listed as a key project of the National “13th Five-Year Plan for Major Productivity of Integrated Circuit Industry”. The project will build a 12-inch integrated circuit chip production line with a capacity of 40,000 pieces per month. The process starts from 28 nanometers and will eventually have High-performance chip production capacity of 14 nanometer three-dimensional process; and SMIC's investment of 67.5 billion yuan in the '12-inch integrated circuit advanced technology production line' project, the process node can cover 14 nanometers -10 / 7 nanometers, totaling up to monthly total 70,000 pieces, 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 advanced manufacturing.
For high-end manufacturing, especially emerging industries, the market opportunity period may be fleeting. According to the reserve, we will promote a batch of major project promotion mechanisms, and actively improve the supporting conditions of the project at the urban level. Actively coordinate the problems existing in the construction of major industrial projects, promote the early completion of the project, and put into production early. The Municipal Housing Construction Committee, the Municipal Bureau of Land and Resources and other departments reform 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, and find ways to attract investment, accelerate project construction, and achieve substantial growth in investment in advanced manufacturing.
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, and corporate investment is more manifested in upgrading technology and equipment. The technological transformation investment featuring 'intelligence, high-end, clustering, service, quality, green' has become the leading industrial investment of this city.
Data show that from January to June this year, the city's technological transformation investment completed 28.8 billion yuan, an increase of 24.6%, accounting for 62% of the city's industrial investment, especially the intelligent transformation investment increased rapidly, intelligent manufacturing and manufacturing penetration and integration accelerated In the first half of the year, the city invested a total of 196 intelligent manufacturing projects with a total investment of more than 100 million 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. The proportion of projects is about 50%. The leading role of intelligent manufacturing in various industries is emerging. Automobiles, electronic information, steel, chemicals and other 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 will be accelerated. Commercial Aircraft, Baosteel and other high-end products and technologies are aimed at improving the precision manufacturing capabilities of core components and enhancing the added value of products. The core competitiveness has been significantly improved; with the new energy vehicles and intelligent networked vehicles as the direction, the automotive sector transformation covers automotive electronics, body parts, battery systems, charging equipment, and the industry-wide investment in technological transformation accounts for 16% of the city's technological transformation investment. In the first half of the year, the output value of new energy vehicles in this city increased by 29.6%.
Through the technological transformation, the traditional manufacturing industry is comprehensively improving product technology, process equipment, energy efficiency, environmental protection, safety level and service capability. Baosteel, petrochemical, chemical industry key enterprises carry out integrated innovation and application of smart factories, and completed investment of 1.16 billion yuan. The technical level in resource allocation, process control, energy saving and emission reduction and safety production has been continuously improved; unified food, good quality, Shangmei cosmetics and other enterprises to improve the quality of food and beverage, cosmetics industry products Current consumption upgrades and personalized needs.
The Municipal Economic and Trade Commission analyzed the pre-judgment. As the company's earnings increase, confidence increases. This year and next year, it will enter a new round of equipment investment and capacity expansion. High-end manufacturing and emerging industry investment are the main investment lines, investment structure and future. Accelerating the optimization of the supply structure will become a key support for the industrial transformation and upgrading. At present, continue to do a good job in the promotion and technological transformation of major industrial projects, to achieve the goal of 25% industrial added value in the next five years, and to achieve industrial economy. High quality development is essential.