又一轮“申建潮”，这个西北大省能否圆梦？

Core Viewpoint - The recent surge in applications for Free Trade Zones (FTZs) across various provinces in China, particularly in the northwest region, highlights the strategic importance of these zones for local economic development and integration into national and international trade networks [3][4]. Group 1: Free Trade Zone Applications - Gansu has announced plans to actively apply for the establishment of the China (Gansu) Free Trade Experimental Zone, aiming to open the Mazongshan Port [3]. - Currently, 22 provinces in China have approved FTZs, with Gansu being one of the nine provinces yet to receive approval, alongside Inner Mongolia, Shanxi, and Guizhou, which have also proposed FTZ applications [3][4]. - The development environment for FTZs has changed significantly over the past decade, raising questions about the potential benefits for provinces like Gansu that are now seeking FTZ status [3][4]. Group 2: Historical Context and Current Developments - Gansu's pursuit of an FTZ can be traced back to 2015, coinciding with the second batch of FTZs being established in China [4]. - Despite a long wait since the initial proposal, Gansu has remained persistent in its efforts, with recent developments indicating a renewed focus on establishing the FTZ [4][5]. - The overall environment for FTZ approvals has tightened, with only one new FTZ (Xinjiang) approved during the 14th Five-Year Plan period, indicating a cautious approach from the national government [5][6]. Group 3: Economic and Strategic Importance - The northwest region, particularly Gansu, is seen as having significant potential for FTZ development due to its strategic resources and geographical position [8][10]. - The establishment of new FTZs is expected to enhance the region's role in China's broader strategy for western development and international trade [8][10]. - The recent approval of the Xinjiang FTZ is viewed as a critical step in promoting western openness and integrating the region into global trade networks [8][9]. Group 4: Industry Development and Challenges - Gansu has shown remarkable growth in its semiconductor industry, with production reaching 43.11 billion chips in the first half of 2025, marking an 18.53% increase year-on-year [12]. - The semiconductor sector's growth is attributed to historical military investments and favorable environmental conditions, but challenges remain in terms of funding and technological advancement [12]. - The FTZ's establishment could provide essential policy support and innovative mechanisms to address these challenges and enhance industrial development in Gansu and other candidate provinces [12].