3年冲1.5万亿，上海系统性“下注”租赁与商务服务业

Core Insights - The production service industry is viewed as a key driver for GDP growth, with Shanghai leading the initiative to enhance this sector through a comprehensive action plan aimed at achieving a revenue target of over 1.5 trillion yuan by 2028 [1][2] Group 1: Industry Overview - The rental and business service industry in Shanghai is the largest in the country, with an expected revenue of over 1.3 trillion yuan by 2025, accounting for more than 8% of the GDP [2] - This sector includes various services such as advertising, exhibitions, legal, and consulting, and is well-aligned with Shanghai's urban functions and resource endowments [2][3] - Despite its leading position, the growth rate of Shanghai's rental and business service industry has slowed, lagging behind the national average, necessitating strategies to accelerate growth [2][3] Group 2: Action Plan and Strategies - The action plan introduces a "three-gathering" logic focusing on industry, space, and resource aggregation, with 28 measures aimed at enhancing industry concentration and quality [3][4] - Key objectives include accelerating the concentration of advantageous sub-industries in specific districts, with a focus on high-quality business entities and essential resources [3][4] - The plan aims to create a closed-loop logic of "industry leading - space carrying - resource empowering" to systematically restructure the service industry [3][4] Group 3: Focus Areas and Differentiation - The action plan outlines specific revenue targets for various sectors by 2028, such as achieving 50% of total revenue from digital advertising in designated districts [4][5] - Each of the seven key districts will have defined focus areas to avoid homogeneous competition and resource misallocation, promoting distinctive regional strengths [5][6] - By 2028, the revenue from these districts is expected to exceed 70% of the city's total, with significant contributions from key areas like Pudong and Jing'an [5][6] Group 4: Future Goals and Competitiveness - The plan aims for the rental and business service industry's annual revenue growth to exceed the city's overall economic growth and the industry average by 2028 [6] - Strategies to enhance competitiveness include digital transformation, brand upgrading, and international expansion, with a goal to cultivate high-growth and unicorn enterprises [6] - The initiative also focuses on building a professional service talent pool and creating benchmark events to foster a conducive environment for the industry [6]