投资宁波系列二：宁波增长双引擎：优质制造与新兴未来

Group 1: Policy Layout and New Quality Productivity - The "246" industrial cluster plan aims to establish two trillion-level industrial clusters in green petrochemicals and automobiles, along with four five-hundred billion-level clusters in high-end equipment, electronic information, new materials, and software services, and six hundred billion-level clusters in key components, smart home appliances, fashion textiles, biomedicine, sports goods, and energy conservation [7][29]. - The "361" plan emphasizes the trend of "green, new, and high" in future industrial development, targeting a revenue of 3.7 trillion yuan for large-scale enterprises and the formation of five national-level industrial clusters by 2027 [9][29]. - These plans are expected to enhance the resilience and stability of the industrial supply chain, promote collaborative innovation, and resource sharing within industrial clusters, thereby strengthening Ningbo's position in the global manufacturing landscape [9][29]. Group 2: Industrial Chain Clusters Supporting New Quality Productivity - Ningbo's automotive manufacturing cluster has become a leading domestic automotive base, particularly in the new energy vehicle sector, with a complete supply chain including batteries, motors, and electronic controls [34][64]. - The high-end equipment manufacturing sector is a strategic industry for Ningbo, with a focus on smart equipment, modern energy equipment, and next-generation electronic information equipment, aiming for a significant increase in industrial output value by 2025 [12][45]. - The city has established a robust ecosystem for innovation, with over 7,000 high-tech enterprises and a significant increase in R&D investment, which reached 63.1 billion yuan in 2023, marking a 5.29% increase from 2022 [37][75]. Group 3: Investment Recommendations - The report suggests focusing on key industries in Ningbo's mid-to-high-end manufacturing and high-tech sectors, including chemical new materials, new energy vehicles, smart robots, magnetic materials, smart photovoltaics, batteries and energy storage, and optical modules [54][80]. - The investment orientation includes eight major industrial clusters and 18 key sub-industries, emphasizing digital industries, green petrochemicals, high-end equipment, new functional materials, new energy, key components, smart home appliances, and modern health industries [52][80].