Core Insights - The "2024-2025 Shanghai Key Industries International Competitiveness Index Report" indicates that Shanghai's key industries competitiveness index increased from 121.9 in 2019 to 126 in 2024, reflecting a cumulative growth of 4.1 over six years, transitioning from "speed chasing" to "quality leading" in strategy [1][2]. Industry Analysis - The report highlights that in 2024, industries such as new energy vehicles, biomedicine, integrated circuits, and shipbuilding and marine engineering are the primary contributors to the competitiveness index, forming the "first tier" of Shanghai's key industries [2]. - Advanced materials, artificial intelligence, and civil aviation are identified as "frontier fields" in a critical phase of technological accumulation and market expansion, expected to become new growth points for Shanghai's industrial competitiveness [2]. - Traditional industries like petrochemicals and steel are undergoing transformation and upgrading, with a reduction in output value but still maintaining large scale, potentially reshaping competitive advantages through integration with emerging industries [2]. Sector-Specific Insights - The competitiveness of the new energy vehicle industry reflects Shanghai's early advantages in green and low-carbon transformation, with recommendations to deepen smart factory construction and supply chain collaboration to enhance industrial efficiency [2]. - The integrated circuit sector has seen the largest competitiveness increase in both international and domestic markets, attributed to its comprehensive industry chain layout and large-scale production of high-end equipment, with a call for continued investment in cutting-edge fields to overcome key technological bottlenecks [2][3]. Strategic Recommendations - The report suggests that global industrial competition has shifted from relying on scale, cost, and single-point technological advantages to focusing on rule systems, technological innovation, green compliance, digital operations, and regional collaboration [3]. - It emphasizes the need for Shanghai's industrial policies to transition from "factor aggregation" to "system capability," forming a systemic competitiveness structure centered on technology, institutions, and ecology [3].

上海社会科学院应用经济研究所副所长、新经济与产业国际竞争力研究中心执行主任汤蕴懿分析称，报 告显示出整个环境和特征的六大变化。除了上述供应链尤其是芯片等核心领域的回流趋势，在硬件方 面，工业机器人的推进使得大量工业机器人与智能制造系统高度连接；在软件方面，人工智能深度运用 到各个场景，多模态运用将加速；算力的集中突破使能源竞争进入白热化阶段，能源转型成为全球产业 重构新的关键力量；技术和贸易管控导致部分脱钩与产业分区，产业政策和贸易政策深度结合，各国充 分运用产业政策提升本国产业竞争力；在数字时代，数字基础设施以及价值链上的高端服务能力成为产 业基础竞争力。 根据报告，从指数分析看，上海产业国际竞争力处于实现结构性升级的关键阶段，结构优化效果逐渐凸 显，但还需进一步增强动能，实现系统升级。 经过近一个时间段供应链的调整，整个供应链的去集中化以及近岸、回流的趋势越发明显，全球区域 化、板块化的趋势已经基本形成。 10月9日，在2025提升长三角产业国际竞争力论坛上发布的《2024—2025上海重点产业国际竞争力指数 报告》提出上述结论。 关于重点产业领域，在2024年跟踪的十大行业中，新能源汽车、传统行业、生物 ...