BYD(SZ:002594) Sou Hu Cai Jing·2026-01-25 05:49Core Insights - The "Guohuo Hang Tianxia" Spring Action for consumer electronics was launched in Shenzhen, highlighting the city's role as a global hub for the electronics industry, supported by a robust manufacturing base, innovative ecosystem, efficient supply chain, and strong policy backing [1] Group 1: Industry Growth and Ecosystem - Shenzhen's smart terminal industry cluster achieved a value-added output of 204.55 billion yuan in 2024, marking a year-on-year growth of 9.9% [2] - Major products such as smartphones and color TVs account for over one-fifth of national production, with smart watch production exceeding 45 million units and notebook computer production nearing 7 million units, maintaining a leading position in the country [2] - The complete consumer electronics industry chain in Shenzhen includes R&D design, key component manufacturing, high-end manufacturing, marketing, and brand services, featuring companies like Huawei, Honor, DJI, and others [2][4] Group 2: Innovation and Global Recognition - At the 2026 CES, Shenzhen showcased 350 companies with cutting-edge technologies, including the world's first 8K panoramic drone and a compact 3D camera, demonstrating significant innovation capabilities [5] - Shenzhen companies won 32 awards at CES, accounting for 7% of the total global awards, indicating a strong competitive edge in innovation [5] - In the 2025 Best Inventions list by Time magazine, Shenzhen contributed 31 out of 43 Chinese products, showcasing its leadership in various advanced categories [5] Group 3: Policy Support and Investment - Shenzhen has established a comprehensive policy support system for the high-quality development of the consumer electronics industry, including funding and top-level design [6] - The city launched a 5 billion yuan investment fund in 2025 to support key categories such as AI smartphones and intelligent imaging devices, ensuring financial backing for technological development and capacity expansion [6] - A national AI application pilot base for mobile terminals was approved in collaboration with Dongguan, focusing on practical AI product solutions [6][8]