广东2026年“发展指南”出炉：经济第一大省释放五大信号

Core Insights - Guangdong has outlined its economic roadmap for 2026, emphasizing five key areas: reform and opening up, expanding domestic demand and optimizing supply, strengthening regional development and maritime expansion, improving people's livelihoods, and risk prevention [2][4]. Group 1: Reform and Opening Up - The focus on "grasping reform and promoting opening up" is prioritized, indicating a shift from short-term demand issues to long-term growth through deep reforms and high-level openness [3][6]. - Guangdong aims to deepen reforms and expand high-level openness to build a vibrant and internationally competitive bay area and world-class city cluster [2][3]. Group 2: Domestic Demand and Supply Optimization - The strategy includes expanding domestic demand while optimizing supply, with a focus on enhancing the modern industrial system led by advanced manufacturing and technological innovation [2][7]. - In 2025, Guangdong's retail sales of consumer goods grew by 2.5%, with a notable increase in new energy vehicle sales, indicating a shift in consumer behavior towards new consumption patterns [7][9]. Group 3: Foreign Trade and Service Trade - Guangdong's foreign trade is expected to stabilize and grow, with a reported total import and export value of 86,135.4 billion yuan in the first 11 months of 2025, a 4.2% increase year-on-year [4][5]. - The service trade sector has shown significant growth, with a total import and export value of 72,023.7 billion yuan in 2025, reflecting a 7.1% increase [5][6]. Group 4: Innovation and New Industries - The emphasis on artificial intelligence as a key driver of economic growth highlights the need for Guangdong to foster new productive forces and enhance the quality of supply [2][10]. - The province aims to integrate technological innovation with industrial innovation to create new productive forces, ensuring high-quality development [10].