读懂2026（二）：36省市政府工作报告中的产业雄心

1. Report Industry Investment Rating No information provided regarding the report industry investment rating. 2. Core Views of the Report - The report systematically sorts out the 2026 government work reports of 27 provinces, 4 municipalities directly under the Central Government, and 5 planned -单列 cities, aiming to understand the industrial development plans and key points in 2026 [5][16]. - New quality productivity is an important consensus for local industrial development, with artificial intelligence and new energy being the two most penetrative main lines. Each province is accelerating the formation of distinctive industries [8][37]. - In 2026, artificial intelligence has relatively greater development potential as it is the most frequently mentioned keyword in the 36 provincial government work reports [8][20]. 3. Summary According to the Directory 3.1 Focus on the Government Work Report to Anchor the Investment Direction in 2026 3.1.1 How to View the Industrial Development Plan in the Government Work Report? - In 2026, as the starting year of the 15th Five - Year Plan, a series of policies will be accelerated to promote high - quality economic development. The report further sorts out the specific development plans of key industries in the 2026 government work reports of various provinces [15]. - The government work report reflects the annual development strategies of each region based on its resource endowment and industrial foundation, and provides an objective basis for market players to understand policy capital flows and judge industrial pattern changes [16]. 3.1.2 View the Industrial Development Direction in the Government Work Report from Multiple Perspectives 3.1.2.1 Industry Perspective: Which Industries are Frequently Mentioned in the 2026 Government Work Reports of Various Provinces? - In the 2026 government work reports of 36 provinces and important cities, popular keywords such as artificial intelligence, automobile, computing power, chemical industry, new materials, digital economy, modern service, equipment manufacturing, and low - altitude economy are frequently mentioned. Among them, artificial intelligence is mentioned 160 times, ranking first [20]. - The report clarifies the concepts of advanced manufacturing, strategic emerging industries, and future industries. Advanced manufacturing includes strategic emerging industries, strategic emerging industries are part of emerging industries that can grow into leading or pillar industries, and future industries are the "tomorrow" of strategic emerging industries [21][26]. 3.1.2.2 Regional Perspective: What are the Top Three Key Industries to be Developed in the 2026 Government Work Reports of Various Provinces? - From a common trend perspective, new quality productivity is an important consensus for local industrial development, with artificial intelligence and new energy being the two most penetrative main lines. Regionally, each province is forming distinctive industries [37]. - Resource - based provinces such as Shanxi, Inner Mongolia, Ningxia, and Xinjiang extend to downstream high - value - added links and cultivate new growth points in culture and tourism and logistics [7][37]. - Economically developed provinces and coastal cities such as Guangdong, Jiangsu, Shanghai, Zhejiang, and Shandong focus on high - end and globalization, and seize the top of the global value chain in frontier fields [7][38]. - Ecological and agricultural provinces such as Yunnan, Heilongjiang, Jilin, and Henan upgrade characteristic industries and efficiently transform production capacity on the basis of ensuring food security [7][38]. - Hub - economic provinces such as Chongqing, Sichuan, Shaanxi, and Guangxi reshape hub functions and improve two - way opening - up levels through digital means [7][38]. - The five planned -单列 cities of Shenzhen, Ningbo, Qingdao, Dalian, and Xiamen focus on common tracks of artificial intelligence and marine economy and explore new industrial paths according to local conditions [7][38]. 3.1.2.3 Regional Perspective: How to Compare the Specific Work Arrangements of 36 Provinces and Municipalities for Strategic Emerging Industries and Future Industries in the 2026 Government Work Reports? - Regions with strong economic and scientific research capabilities such as Shenzhen and Ningbo have put forward clear quantitative development goals for strategic emerging industries [41]. - Digital economy is a popular layout track in 2026. Many provinces have put forward more specific plans for the relevant industrial revenues of the digital economy [41][42]. - Artificial intelligence is also a popular layout track in 2026. Some provinces such as Shenzhen, Qingdao, and Zhejiang have put forward more specific plans for the relevant industrial revenues of artificial intelligence [44]. - For future industries, economically more active regions show relatively stronger layout power in frontier fields [44]. 3.2 Explore New Opportunities in High - Quality Development and Explain the Industrial Development Context in the 2026 Government Work Reports of Various Provinces and Municipalities 3.2.1 North China Region (Beijing, Tianjin, Hebei, Shanxi, Inner Mongolia) - Beijing focuses on promoting the development of new quality productivity, strengthening the real economy, and developing advanced manufacturing, modern service industries, and future industries [49]. - Tianjin focuses on "three new" and "three quantities", promotes the transformation of the manufacturing industry, and builds a modern industrial system [49]. - Hebei aims to build a strong manufacturing province, promotes the development of county - level characteristic industrial clusters, and implements the "artificial intelligence +" action [49]. - Shanxi promotes energy transformation and industrial upgrading, stabilizes coal production, and develops new energy and digital economy [51]. - Inner Mongolia focuses on the real economy, promotes the transformation and upgrading of traditional industries, and develops emerging industries such as green computing power and new energy equipment [51]. 3.2.2 Northeast Region (Liaoning, Jilin, Heilongjiang) - Liaoning aims at new - type industrialization, promotes the upgrading of four trillion - level industrial bases, and develops emerging industries such as low - altitude economy and artificial intelligence [62]. - Jilin builds a characteristic modern industrial system, focuses on the development of new energy and equipment manufacturing industries, and cultivates emerging industries [62]. - Heilongjiang ensures food security and accelerates the cultivation of new quality productivity, with the strategic emerging industries' revenue expected to grow by about 15% [62]. 3.2.3 East China Region (Shanghai, Jiangsu, Zhejiang, Anhui, Fujian, Jiangxi, Shandong) - Shanghai strengthens the core function of the international economic center, focuses on new energy storage, construction, and the integration of culture, tourism, and business [69]. - Jiangsu takes the marine economy, energy, and digital economy as growth poles, and promotes the construction of zero - carbon parks and the "artificial intelligence +" action [70]. - Zhejiang is driven by the digital economy and artificial intelligence, with clear growth targets for the core industries of artificial intelligence and the digital economy [70]. - Anhui relies on new energy, advanced equipment manufacturing, and biomedicine, and extends to artificial intelligence and the elderly care service industry [70]. - Fujian focuses on new energy, new materials, and advanced equipment manufacturing, and develops the marine economy and modern agriculture [70]. - Jiangxi focuses on the transformation of electronic information, non - ferrous metals, and advanced equipment manufacturing, and develops emerging industries such as lithium - battery new energy and low - altitude economy [70]. - Shandong focuses on artificial intelligence, steel, and advanced equipment manufacturing, and promotes the development of the digital economy [70]. 3.2.4 Central - South Region (Henan, Hubei, Hunan, Guangdong, Guangxi, Hainan) - Henan focuses on major project investment and digital economy expansion, and consolidates the agricultural foundation [91]. - Hubei focuses on large - scale project construction and agricultural revitalization [91]. - Hunan focuses on major investment and the expansion of industrial enterprises [91]. - Guangdong promotes infrastructure upgrading and an open - type economy, and ensures agricultural supply [91]. - Guangxi takes artificial intelligence and intelligent manufacturing as the core of new quality productivity, and promotes major projects and agricultural construction [93]. - Hainan strengthens open - type economic indicators around the construction of a free trade port, and develops emerging industries and agriculture [93]. 3.2.5 Southwest Region (Sichuan, Guizhou, Yunnan, Tibet, Chongqing) - Sichuan promotes the "intelligent transformation and digital transformation" of the manufacturing industry and the empowerment of artificial intelligence, and enhances the development level of the Chengdu - Chongqing economic circle [108]. - Guizhou focuses on the development of digital industries, and also develops mountain agriculture and tourism [108]. - Yunnan strengthens resource - based industries, focuses on plateau - characteristic agriculture, and promotes innovation - driven development [108]. - Tibet builds a national clean energy base and develops Tibetan medicine [108]. - Chongqing focuses on building the Chengdu - Chongqing economic circle and a scientific and technological innovation center [108]. 3.2.6 Northwest Region (Shaanxi, Gansu, Qinghai, Ningxia, Xinjiang) - Shaanxi promotes the development of photonics, new energy, and cultural tourism industries [40]. - Gansu develops service industries, transportation, and computing power, and focuses on new energy and coal industries [40]. - Qinghai develops green - low - carbon industries, artificial intelligence, and cultural tourism, and focuses on new energy and salt - lake chemical industries [40]. - Ningxia develops tourism, modern chemical industry, and characteristic agriculture, and focuses on new energy and coal industries [40]. - Xinjiang develops modern agriculture, low - altitude economy, and cross - border e - commerce [40]. 3.2.7 Important Cities (Shenzhen, Ningbo, Qingdao, Dalian, Xiamen) - Shenzhen aims to develop strategic emerging industries and artificial intelligence, and builds a future industrial pilot zone [40][44]. - Ningbo promotes the development of strategic emerging industries, artificial intelligence, and the marine economy [40][44]. - Qingdao focuses on artificial intelligence, the marine economy, and low - altitude economy [40]. - Dalian develops software and information technology services, electronic information manufacturing, and the new energy industry [40]. - Xiamen focuses on electronic information, high - end equipment manufacturing, and new energy, and develops the marine economy [40].