ZHUHAI COSMX(SH:688772) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-23 16:20Core Insights - Zhuhai's industrial clusters are accelerating due to a new wave of industrial transformation, with significant growth in various sectors, particularly integrated circuits and high-end equipment manufacturing [1][5] - The "Agile Service Mechanism" introduced by the Zhuhai Power Supply Bureau is a pioneering approach in Guangdong, aimed at enhancing electricity supply efficiency and integrating deeply into the industrial ecosystem [2][6] Industrial Growth - From January to August this year, the industrial added value in Zhuhai increased by 4.2% year-on-year, with the city's industrial electricity consumption growth rate ranking first in the Pearl River Delta [1] - The "4+3" industries in Zhuhai saw an added value growth of 5.8%, with specific sectors like integrated circuits, high-end equipment manufacturing, new energy, and new-generation information technology growing by 19.5%, 18.1%, 16.7%, and 11.1% respectively [1] Agile Service Mechanism - The Agile Service Mechanism allows for customized, preemptive, and intelligent electricity services, breaking traditional supply models and addressing the rapid electricity demand from high-end projects [2][3] - This mechanism involves early engagement with project stakeholders during the investment phase, ensuring that power supply infrastructure aligns with project timelines, thus avoiding redundant construction [3][6] Challenges and Solutions - The production of PCB, a core component in the electronics industry, requires stable and continuous electricity supply, leading to explosive growth in electricity demand as new projects commence [2][4] - The Zhuhai Power Supply Bureau has implemented a "parallel attack" strategy to expedite electricity supply for projects, significantly reducing the time required for electricity connection [2][3] Customized Services - The Zhuhai Power Supply Bureau has established dedicated service records for 255 enterprises in the electronics and circuit industry, providing tailored electricity diagnostics and energy-saving recommendations [6] - The integration of AI and proactive government engagement has enhanced the efficiency of electricity services, directly impacting production capacity and competitiveness in the industry [6] Market Impact - The successful implementation of the Agile Service Mechanism has allowed companies like Zhuhai Guanyu Battery Co., Ltd. to achieve significant time savings in electricity connection, thus gaining a competitive edge in the market [5][6] - The innovative practices of the Zhuhai Power Supply Bureau exemplify a shift from being mere infrastructure providers to becoming enablers of industrial ecosystems, fostering new productive forces [6]