新“新三样”
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广东外贸越千年:互利天下,向新而行
21世纪经济报道· 2025-10-15 02:48
Core Viewpoint - The article emphasizes the historical significance and ongoing evolution of Guangdong's foreign trade, highlighting its role as a hub for international commerce and innovation, particularly through events like the Canton Fair [1][2][5]. Historical Context - Guangdong has a rich history of foreign trade dating back to the Qin and Han dynasties, with the first recorded maritime Silk Road originating from Xu Wen Ancient Port [1]. - The establishment of a structured foreign trade management system began in the Tang and Song dynasties, evolving significantly during the Qing dynasty with the creation of the "Thirteen Hongs" system [1][5]. - The Canton Fair, initiated in 1957, has become a vital economic indicator for the nation, symbolizing the path of "breaking the deadlock through trade" [1]. Cultural and Economic Significance - The region's trade history is marked by an "open and inclusive" ethos, which has been a driving force behind its sustained prosperity [5][6]. - Guangdong's geographical position as a maritime crossroads has facilitated not only trade but also cultural and technological exchanges, making it a historical center for new economic models and trade systems [5][6]. Innovation and Modern Trade Dynamics - The upcoming 138th Canton Fair will showcase "new quality productivity," featuring products in artificial intelligence, smart travel, and service robotics, indicating a shift from traditional trade models to innovative solutions [8]. - Companies are moving from passive order-taking to proactive global engagement, exemplified by Shein's data-driven supply chain model [9]. - The export landscape is diversifying, with companies like TCL and BYD establishing production bases in Southeast Asia, reflecting a shift from reliance on Western markets to a broader global strategy [9][11]. Evolution of Trade Practices - Guangdong's export products have evolved from ceramics and OEM goods to high-tech innovations, marking a clear trajectory of industrial upgrading [11]. - The region is transitioning from a labor-driven economy to one focused on talent and innovation, positioning itself as a rule-maker in the industry rather than just a manufacturer [11]. - The narrative of Guangdong's trade has shifted from "selling globally" to "buying globally" and now to "linking globally," showcasing its enduring commitment to business and friendship [11].
新“新三样”领跑,接力中国资产重估
21世纪经济报道· 2025-09-23 06:19
Core Viewpoint - The article emphasizes the emergence of a new paradigm in China's economy, termed the "new new three samples," which includes robotics, artificial intelligence (AI), and innovative pharmaceuticals, as key drivers for high-quality economic development and a shift from traditional growth models to technology-led advancements [1][4][29]. Robotics Sector - The robotics sector has seen significant market capitalization growth, with companies like Huichuan Technology exceeding 200 billion yuan and several stocks doubling in price within the year [2][13]. - The market for industrial robots in China is projected to reach 302,000 units in 2024, maintaining its position as the largest industrial robot market globally [30]. - Key challenges include reliance on imported high-end servo motors and precision components, which need to be addressed to enhance domestic capabilities [33]. Artificial Intelligence Sector - The AI sector is characterized by a large number of high-value companies, with six firms exceeding a market cap of 100 billion yuan, including Cambricon and Hikvision [19]. - The demand for AI capabilities has surged, particularly in large model applications, leading to significant revenue growth for companies like Industrial Fulian and Cambricon, with year-on-year increases of 35.58% and 4347.82%, respectively [20]. - The sector is supported by national policies aimed at integrating AI into various industries, with a comprehensive action plan released to enhance AI's role in economic development [22]. Innovative Pharmaceuticals Sector - The innovative pharmaceuticals sector is represented by major players like Heng Rui Medicine, which is nearing a market cap of 500 billion yuan, and BeiGene, which recently achieved profitability [24][28]. - Recent policy measures have been introduced to support the development of innovative drugs, including streamlined approval processes and enhanced reimbursement mechanisms [27]. - The sector is witnessing a shift from loss-making to profitability, with companies like BeiGene demonstrating the commercial viability of innovative drug models [28]. Strategic Importance - The "new new three samples" signify a transition from scale-driven manufacturing to technology-driven innovation, crucial for enhancing China's global competitiveness and economic resilience [7][9][31]. - The collaboration among robotics, AI, and innovative pharmaceuticals creates a synergistic effect that strengthens overall productivity and fosters new business models [8][31]. - Addressing the "bottleneck" issues in these sectors is essential for sustaining growth and achieving leadership in global technology competition [32][33]. Policy Recommendations - To enhance competitiveness, policies should focus on data openness, regulatory reforms, and infrastructure development to support AI and innovative pharmaceuticals [35][38]. - Establishing a robust talent pipeline and fostering interdisciplinary education will be critical for sustaining innovation in these sectors [37][38]. - Encouraging public-private partnerships and international collaboration will further strengthen China's position in the global market [39].