CATL(SZ:300750) 第一财经·2025-09-04 16:33Core Viewpoint - The 2025 Global Innovation Index (GII) report reveals significant changes in global innovation clusters, with the Shenzhen-Hong Kong-Guangzhou cluster surpassing the Tokyo-Yokohama cluster to take the top spot, marking a shift in the global innovation landscape [2][3]. Group 1: Global Innovation Cluster Rankings - The Shenzhen-Hong Kong-Guangzhou cluster ranks first, followed by Tokyo-Yokohama in second, and San Jose-San Francisco in third [2]. - China leads with the most clusters in the top 100, totaling 24, while the United States has 22 [3]. - Two new clusters entered the top 100 for the first time: Ningbo at 93rd and Ningde at 99th [4]. Group 2: Innovation Intensity and Key Players - Ningde ranks fourth globally in innovation intensity, which is a measure of patents, scientific publications, and venture capital transactions normalized by population [5][6]. - The surge in innovation intensity in Ningde is attributed to the significant patent activities of CATL (Contemporary Amperex Technology Co., Limited) [6][7]. - In the first seven months of the year, Ningde's industrial output value increased by 15.8%, with its four main industries (lithium battery new energy, new energy vehicles, stainless steel new materials, and copper materials) contributing significantly to this growth [7]. Group 3: Changes in Ranking Methodology - The GII introduced a new indicator this year, focusing on venture capital transactions, which allows for a better understanding of entrepreneurial activities and innovation financing [14]. - The report indicates that the top 10 innovation clusters contribute to 40% of global PCT applications and 35% of venture capital transactions, highlighting their importance in the global innovation ecosystem [17].