经济观察报·2025-08-26 11:56Core Viewpoint - The new generation of enterprises in Shenzhen is shifting from a focus on speed and resource integration to a deeper, more sustainable approach that emphasizes product development and innovation, while leveraging existing strengths in technology and industry [1][29]. Group 1: Shenzhen's Economic Evolution - Shenzhen's competitive edge historically stemmed from its rapid resource integration and market responsiveness, exemplified by the "one-meter counter" model in Huaqiangbei, which has produced numerous billionaires [2][3]. - Recent discussions suggest that the innovative vitality represented by the "one-meter counter" is fading, with new first-tier cities like Hangzhou and Hefei gaining momentum in emerging industries [2][3]. Group 2: New Business Models and Innovations - New enterprises are exploring innovative solutions, such as humanoid robots for production tasks, advanced automotive electronics, and AI-driven systems for collaborative work [3][4]. - Companies like Youbixun and Zhifang are developing humanoid robots for industrial applications, while Ouyue Semiconductor focuses on next-generation automotive chip development [3][4]. Group 3: Infrastructure and Support Services - Hardware innovation service providers like Jialichuang are lowering barriers for hardware startups by offering comprehensive services from PCB prototyping to assembly [4][11]. - The shift in business logic from the "one-meter counter" model to these new enterprises indicates a transformation in Shenzhen's growth dynamics [5]. Group 4: Rapid Prototyping and Talent Pool - Shenzhen's innovation process emphasizes rapid prototyping, where ideas are quickly turned into tangible products, supported by a dense network of suppliers and skilled professionals [7][8]. - The concentration of talent in specific sectors, such as the "robot valley," enhances the efficiency of product development and iteration [8][9]. Group 5: Globalization and Market Strategy - New enterprises are adopting global strategies, with companies like Daotong Technology establishing production bases in multiple countries to mitigate geopolitical risks and enhance regional collaboration [19][20]. - KuSai Intelligent focuses on empowering overseas brands by leveraging Shenzhen's R&D and supply chain capabilities, rather than pursuing a self-branded global presence [19][20]. Group 6: Focus on Real-World Applications - Companies are prioritizing practical applications over trendy concepts, with a focus on solving real-world problems in sectors like AI and robotics [15][18]. - The emphasis on addressing immediate labor shortages in manufacturing through automation reflects a pragmatic approach to innovation [18][24]. Group 7: Commitment to Product Development - The new generation of Shenzhen enterprises is characterized by a commitment to product strength, with significant investments in R&D and manufacturing capabilities [25][26]. - Jialichuang's strategy of self-built production facilities and proprietary software development exemplifies the focus on quality and efficiency in manufacturing [26][27]. Group 8: Transition to Physical Economy - The shift from digital innovation to addressing complex issues in the physical economy is evident, with a focus on robotics, smart automotive technology, and AI applications [22][24]. - The integration of AI in manufacturing processes aims to enhance productivity and address labor challenges, marking a significant evolution in Shenzhen's industrial landscape [24][28].