传统产业焕新 新兴产业起势 未来产业谋篇一曲“三重奏”澎湃新中原|从资本市场看地方高质量发展·河南篇
Zheng Quan Shi Bao·2025-12-02 00:41

Group 1: Core Insights - The article highlights the transformation of "Henan Manufacturing" towards high-end, intelligent, and green production, showcasing significant advancements in technology and product offerings [1] - The number of A-share listed companies in Henan has increased from 87 at the end of 2020 to 112, with a total market capitalization of approximately 1.8 trillion yuan, indicating rapid growth in the capital market during the "14th Five-Year Plan" period [1] - A large-scale media investigation revealed how capital markets empower local high-quality development in Henan, emphasizing the region's strategic importance in China's modernization [1] Group 2: Traditional Industry Transformation - Traditional industries in Henan, particularly in Luoyang, are undergoing significant transformation through digitalization and innovation, with companies like Luoyang Bearing Group investing over 2 billion yuan in smart factory upgrades [2][3] - The proportion of high-end products in Luoyang Bearing Group has risen to nearly 70%, with a 40% market share in domestic wind turbine main bearings, reflecting successful adaptation to modern demands [2] - The integration of traditional heavy equipment manufacturing with intelligent technology is exemplified by CITIC Heavy Industries, which has transitioned from traditional manufacturing to a comprehensive industrial giant [3] Group 3: Emerging Industries - Emerging industries in Henan are rapidly developing, with strategic policies focusing on seven key emerging industries and 28 priority industrial chains, leading to a significant increase in the contribution of these sectors to the economy [7][8] - Companies like Hanwei Technology and Shijia Photon are leading the charge in sensor and semiconductor industries, respectively, establishing a robust industrial ecosystem and breaking foreign monopolies [8][9] - The strategic focus on new industries has resulted in a 2.4 percentage point increase in the share of strategic emerging industries in Henan's industrial output, reaching 24.8% [10] Group 4: Future Industry Planning - The "Action Plan" released in August outlines ambitious goals for the development of strategic emerging industries, targeting an annual growth of over 11% and a significant increase in the share of these industries in the overall industrial output by 2027 [11] - Companies like Yutong Bus are playing a pivotal role in the development of the new energy vehicle supply chain, fostering collaboration with over 290 local suppliers to create a self-sustaining ecosystem [12] - The focus on innovation and technology in future industries is supported by government policies aimed at enhancing capital market engagement and facilitating mergers and acquisitions [14][15]