南方财经记者魏彤 程浩 于长洹 吴蓉 广州、佛山、东莞报道 隆冬时节，当长江流域以北城市的最低气温已跌至零摄氏度以下时，南粤大地还是一片春意盎然、花团锦簇的样子。独特的温暖气候，造就了岭南"人气 王"的优势。 跨年夜，广深地铁接连创下新高：广州地铁不仅刷新了自身客运量纪录，更登顶"全国地铁单日客流新高"，深圳地铁则首次突破1300万大关，创下单日历 史最高客流纪录。人流背后是文旅消费热：元旦期间，广东全省接待游客1787.5万人次，日均同比增长34.8%；实现旅游收入99.8亿元，日均同比增长 39.8%。 这些数据表明，广东在全国依然拥有"顶流"的人气，同时也成为广东开局即冲刺的缩影。2026年伊始，经济第一大省广东，已经呈现出一派火热的繁忙景 象。涌动的人流、生产线上轰鸣的机器、实验室中奔忙的科技人员……一幅幅热火朝天的拼经济画卷正在铺展。 天河路商圈为何能够有如此高的人气？南方财经记者一线走访了商圈部分商户。 斐乐FILA正佳广场店经理陈加升认为，假日消费的主流是外地游客以及年轻情侣、学生党，为了迎合元旦的消费高峰，店里提前上新了新年款式，还推 出了新年满减政策。 期消费火爆。 受访者供图 斐乐FILA ...

Core Viewpoint - The Guangdong "14th Five-Year" planning proposal emphasizes the strategic role of finance in supporting technological innovation, industrial upgrading, and high-quality development, integrating finance into the construction of a strong technological province [1][3]. Financial Strategy and Innovation - Finance is positioned not just as a resource allocation tool but as a core engine driving technological self-reliance and new development momentum [3]. - The proposal outlines a comprehensive innovation chain that includes "basic research + technological breakthroughs + results transformation + technology finance + talent support" to enhance regional innovation system efficiency [3]. Investment and Capital Development - The document details the creation of an innovative entrepreneurial investment and financing system, fostering high-quality venture capital institutions, and guiding capital towards early, small, long-term, and hard technology investments [3][4]. - It emphasizes the need for collaboration between finance, fiscal policy, and state-owned assets to strengthen government investment fund systems and enhance the effectiveness of fund utilization [4]. Financial Sector Growth - The proposal envisions the construction of a "financial strong province," promoting the development of technology finance, green finance, inclusive finance, pension finance, and digital finance [4]. - It encourages national financial institutions to increase resource allocation in Guangdong and deepen strategic cooperation with large domestic and foreign financial institutions [4]. Market and Investment Dynamics - The proposal aims to leverage government investment to stimulate private sector participation in major projects, enhance private investment activity, and increase the proportion of private investment [4]. - It calls for reforms in the investment and financing system to broaden diversified investment channels and establish a market-driven investment growth mechanism [4]. Risk Management - The proposal highlights the importance of preventing and mitigating risks associated with real estate and small financial institutions to maintain economic and financial security [4].

Core Insights - The Guangdong "14th Five-Year Plan" emphasizes the role of finance in supporting technological innovation, industrial upgrading, and high-quality development, integrating finance into the construction of a strong technological province [1][2] Financial Strategy and Innovation - Finance is positioned not just as a resource allocation tool but as a core engine driving technological self-reliance and new development momentum during the "14th Five-Year Plan" period [2] - The plan outlines a comprehensive innovation chain that includes "basic research + technological breakthroughs + results transformation + technology finance + talent support" to enhance regional innovation system efficiency [2] Investment and Capital Development - The plan details the creation of an innovative investment and financing system, fostering high-quality venture capital institutions, and guiding capital towards early, small, long-term, and hard technology investments [2] Financial Coordination and Policy - The plan calls for enhanced coordination between financial, fiscal, and state-owned asset policies, establishing a robust government investment fund system to amplify the effectiveness of fund utilization [2] Financial Sector Development - The "14th Five-Year Plan" envisions building a strong financial province by developing technology finance, green finance, inclusive finance, pension finance, and digital finance, while promoting strategic cooperation with major domestic and international financial institutions [2] - It aims to strengthen local financial infrastructure and integrate deeply into the national financial opening-up framework [2] Domestic Demand and Investment Mechanisms - The plan seeks to leverage government investment to stimulate private sector participation in major projects, enhance private investment levels, and reform the investment and financing system to create a market-driven investment growth mechanism [3] Risk Management - The plan emphasizes the importance of preventing and mitigating risks in real estate and small financial institutions to maintain economic and financial security [3]

第十五届全国运动会火炬传递现场，乐聚（深圳）机器人技术有限公司研发的人形机器人"夸父"作为火 炬手，完成无操控、无陪跑的自主传递；开幕式上，3台优必选人形机器人精准协同，敲响"青铜句 鑃"…… 它们都来自广东深圳"机器人谷"，这里汇聚了上百家机器人企业、近10所高校和科研机构，高校实验室 与工厂生产线仅一街之隔，"楼上楼下"即产业链上下游，科技创新和产业创新深度融合。 2023年4月，习近平总书记在广东考察时强调："要强化企业主体地位，推进创新链产业链资金链人才链 深度融合，不断提高科技成果转化和产业化水平，打造具有全球影响力的产业科技创新中心。"2025年 11月，习近平总书记在广东考察时指出："着眼发展新质生产力，强化科技创新和产业创新深度融合， 建设具有国际竞争力的现代化产业体系。" 深入贯彻落实习近平总书记重要指示精神，广东坚持以制度创新搭平台、建生态、优环境，强化科技创 新和产业创新深度融合，为培育发展新质生产力注入新动能。 打造创新平台，推动产研深度融合。 走进位于深圳龙华区的国家高性能医疗器械创新中心（以下简称"国创中心"），研发人员正在忙碌。这 里诞生了首台国产体外膜肺氧合系统（ECMO）等多 ...

Core Insights - Guangdong's enterprises are key participants in market economic activities, with over 9 million enterprises expected by September 2025, and 41.46 million of these being new technology, industry, business models, and new formats [1][3] - Guangdong has ranked first in regional innovation capability for nine consecutive years, implementing a comprehensive innovation chain that includes basic research, technology breakthroughs, results transformation, technology finance, and talent support [3][6] - The province has successfully cultivated 43,498 innovative small and medium-sized enterprises (SMEs) and 2,617 specialized and innovative "little giant" enterprises, establishing a gradient cultivation system for high-quality SMEs [5][14] Innovation Ecosystem - Guangdong is developing a full-cycle cultivation system to enhance the innovation capabilities of SMEs, leveraging policies and capital to help these enterprises grow [6][14] - The government has introduced the "Million Talents Gather in South Guangdong" initiative to attract and retain skilled talent, with a total of 22.01 million skilled workers in the province, including 8.27 million high-skilled workers [13][14] Success Stories - Shenzhen's 3D perception chip company, led by Huang Yuanhao, successfully listed on the STAR Market after receiving early-stage funding from the Shenzhen Futian Guidance Fund, highlighting the role of "patient capital" in supporting hard-tech enterprises [8][14] - The opening of the Shenzhen-Jiangmen passage has facilitated collaboration between R&D in Shenzhen and production in Jiangmen, promoting the transition of Jiangmen from traditional manufacturing to emerging industries like robotics and semiconductors [13][14] Economic Development Model - Guangdong's development reflects a new model of economic growth driven by technological innovation, moving away from reliance on labor and capital inputs [16]

Core Insights - Guangdong's enterprises are crucial participants in market economic activities, with over 9 million enterprises expected by September 2025, and 41.46 million of these being new economy enterprises, accounting for 37.92% of new enterprises in the province [1][3] Innovation Capacity - Guangdong ranks first in regional innovation capacity in China for 2025, maintaining this position for nine consecutive years, supported by a comprehensive innovation chain that includes basic research, technology breakthroughs, results transformation, technology finance, and talent support [3] Development of SMEs - Guangdong has successfully nurtured 43,498 innovative SMEs and 2,617 specialized "little giant" enterprises, establishing a gradient cultivation system for high-quality SMEs [5][17] Talent Attraction - The "Million Talents Gather in Nanyue" initiative launched in February 2025 aims to attract and retain talent, with Guangdong's skilled workforce reaching 22.01 million, including 8.27 million high-skilled workers [14] Economic Transformation - The opening of the Shenzhen-Jiangmen tunnel in 2024 has facilitated a shift from traditional manufacturing to emerging industries like robotics and semiconductors in Jiangmen, enhancing collaboration between Shenzhen's R&D and Jiangmen's production [15] Policy Support - Guangdong's government has implemented a structured guiding fund system to support innovation, creating a regional innovation network that amplifies the scale and radiation effects of entrepreneurship [17][18]

Core Insights - The increasing role of technological research and development (R&D) in driving economic growth is highlighted, with regional innovation being a crucial component for achieving innovation-driven development and addressing economic challenges [2] R&D Funding Overview - In 2024, total R&D funding in China reached 36,326.8 billion yuan, an increase of 2,969.7 billion yuan from the previous year, representing an 8.9% growth [2] - The R&D funding intensity, measured as a percentage of GDP, is 2.69%, up by 0.11 percentage points from the previous year [2] Regional R&D Investment - Six provinces (or municipalities) invested over 2,000 billion yuan in R&D: Guangdong (5,099.6 billion yuan), Jiangsu (4,597.5 billion yuan), Beijing (3,278.4 billion yuan), Zhejiang (2,901.4 billion yuan), Shandong (2,597.3 billion yuan), and Shanghai (2,343.7 billion yuan) [4] - Seven provinces (or municipalities) exceeded the national average R&D funding intensity: Beijing (6.58%), Shanghai (4.35%), Guangdong (3.60%), Tianjin (3.44%), Jiangsu (3.36%), Zhejiang (3.22%), and Anhui (2.76%) [2][4] Guangdong's R&D Leadership - Guangdong's R&D funding surpassed 5,000 billion yuan for the first time, maintaining its position as the top province for R&D investment for nine consecutive years [5] - The province's GDP reached 14.16 trillion yuan, accounting for 10.5% of the national economy, and it continues to lead in various economic indicators [5] Jiangsu's R&D Strength - Jiangsu ranks second in R&D funding with 4,597.5 billion yuan, supported by rich educational resources and a strong industrial base [6] Growth in R&D Funding - Twelve provinces (or municipalities) had R&D funding exceeding 1,000 billion yuan in 2024, consistent with the previous year [7] - R&D funding has increased by 179% from 2014, with the highest growth rates observed in provinces such as Hainan, Jiangxi, and Yunnan [7] Emerging Industries in Anhui - Anhui's new industries, including electric vehicles and integrated circuits, are experiencing significant growth, with electric vehicle production increasing by 94.5% to 1.684 million units [8] - The province is attracting talent and population inflow due to the rapid development of high-end manufacturing and emerging industries [8]

Group 1: Innovation in Robotics and Technology - The company Giant Wheel Co., Ltd. integrates traditional Chinese culture with robotics, showcasing a lion dance performed by intelligent six-degree-of-freedom robotic arms [1] - Guangzhou Aida Electronic Technology Co., Ltd. (Aida) has achieved a cumulative global shipment of over 770 million TV boards, holding more than 30% of the global market share [2] - Aida's R&D investment has consistently exceeded 7% of its revenue for several years, with a projected investment of 1.5 billion yuan in 2024 [2] Group 2: Industry Growth and Development - Shenghong Technology (Huizhou) Co., Ltd. has established a smart factory that enhances efficiency, achieving a 50% reduction in water usage and a 30% reduction in electricity consumption [4] - The company's revenue for Q1 2025 reached 4.312 billion yuan, with a year-on-year profit increase of 339.22% [4] - The electronic information industry cluster in Huizhou generated a total output value of 244.65 billion yuan from January to May 2025, reflecting a year-on-year growth of 13.9% [4] Group 3: Strategic Industry Initiatives - Guangdong province is accelerating the construction of a modern industrial system supported by advanced manufacturing, with nine trillion-level industrial clusters already formed [6] - The province is actively promoting the development of strategic emerging industries such as new energy, biomedicine, and high-end equipment [6] - The provincial government has initiated the "Artificial Intelligence+" action plan to foster innovation in the AI and robotics sectors [6]

Core Insights - Guangdong has established a world-class cluster of major scientific and technological infrastructure, with 10 national major scientific and technological infrastructures focusing on information, life sciences, materials, and energy [1][3] - The province's comprehensive regional innovation capability has ranked first in the country for eight consecutive years, and the "Shenzhen-Hong Kong-Guangzhou" technology cluster has ranked second globally in innovation index for five years [1][3] - Guangdong's R&D expenditure has surpassed 510 billion yuan, maintaining its leadership in the nation [1][3] Innovation Ecosystem - Guangdong has developed a laboratory system with Bay Area characteristics, led by Pengcheng Laboratory and Guangzhou Laboratory, supported by national key laboratories and provincial laboratories [3] - The laboratories focus on interdisciplinary and collaborative scientific research to meet economic and social development needs, exemplified by the approval of the domestically developed drug "Anladiwei" for treating influenza [3] Role of Enterprises - Enterprises play a leading role in technological innovation, with over 50% of key provincial R&D projects in 2024 being led by enterprises, and 90% of research institutions and funding coming from enterprises [3][4] - Guangdong is enhancing basic research and tackling key core technologies, with one-third of provincial innovation funds directed towards basic research [3][4] Focus Areas - The province is addressing "bottleneck" technologies and implementing major projects in key areas such as "Guangdong Strong Chip" and core software breakthroughs [4] - Guangdong is actively promoting traditional industry upgrades and expanding emerging industries, with the smart robotics industry cluster projected to generate over 90 billion yuan in revenue in 2024 [5]