【大河财立方消息】1月8日，广州市人民政府办公厅印发《广州市加快建设先进制造业强市规划（2024—2035年）》。 划重点： 结合国家发展战略、产业发展态势和广州条件禀赋，聚焦"2035年工业增加值翻一番"目标，聚力打造广州"12218"现代化产业体系，推动先进制造业和现代 服务业"两业融合"，产业数智化、绿色化"两化转型"，加快推进新型工业化，培育壮大15个战略性产业集群，大力发展智能网联新能源汽车、超高清视频与 新型显示、生物医药与健康、绿色石化与新材料、软件与互联网、智能装备与机器人等6个新兴支柱产业。 加速培育人工智能、半导体与集成电路、新能源与新型储能、低空经济与航空航天、生物制造等5个战略先导产业。 做大做强时尚消费品、轨道交通、船舶与海洋工程、智能建造与工业化建筑等4个特色优势产业。 前瞻布局6个未来产业，在具身智能、智能无人系统、前沿新材料等产业打造一批首试首用示范应用场景，以场景驱动前沿技术及产品加快熟化应用，力争 在5至10年内产业规模实现倍数级增长。 支持建设基于宽带移动互联网的智能网联汽车与智能交通应用示范区，加快推进国家5G车联网先导区建设。 支持在公共交通领域率先探索自动驾驶示范应 ...

【导读】广州来利好啦 中国基金报记者 泰勒 兄弟姐妹们啊，利好又来了，这一次是广州。 1月8日， 广州市人民政府办公厅发布《广州市加快建设先进制造业强市规划（2024—2035年）》。 到2030年，先进制造业强市建设迈上重要台阶，现代化产业体系建设取得显著进展，产业体系整体效能明显提升，形成万亿带动、千亿支 撑、百亿跃升的新格局。产业结构不断优化，质量效益大幅跃升，数智化、绿色化水平显著提升，在部分重点领域引领全球产业发展，迈 入全球价值链中高端，建设若干世界级先进制造业集群，建成先进制造业强市。展望2035年，先进制造业强市地位更加巩固，现代化产业 体系基本建成，新质生产力高度发展，产业创新能力和高水平人才队伍居世界前列，培育建设一批世界一流企业和具有国际竞争力的领军 企业，在全球分工体系和产业链供应链体系中的主导力和控制力举足轻重。率先实现新型工业化，关键核心技术实现重大突破，稳居全球 价值链中高端，建成具有国际竞争力的先进制造业强市。 加速培育人工智能、半导体与集成电路、新能源与新型储能、低空经济与航空航天、生物制造等5个战略先导产业 聚焦"2035年工业增加值翻一番"目标，加快推进新型工业化，培育壮 ...

12月18日，广州市委书记郭永航与中国工程院院士、华中科技大学电气学院名誉院长潘垣在穗座谈交 流。 携手塑造新能源与新型储能产业发展新优势 郭永航对潘垣院士一行表示欢迎。他说，广州正全面贯彻党的二十届四中全会和中央经济工作会议精 神，深入学习贯彻习近平总书记对广东、广州系列重要讲话重要指示精神，以粤港澳大湾区国际科技创 新中心建设为牵引，加快推进高水平科技自立自强，强化科技创新和产业创新深度融合，加快建 设"12218"现代化产业体系，不断发展壮大新质生产力，为经济大市挑大梁提供坚实支撑。潘垣院士及 团队长期致力于核聚变、脉冲强磁场和电力技术研究，与广州发展新能源与新型储能产业方向高度契 合，合作前景广阔。希望双方发挥各自优势，开展能源领域科技基础设施建设、基础研究、核心技术攻 关、人才培养、成果产业化全链条合作，携手塑造新能源与新型储能产业发展新优势，为科技强国、能 源强国建设贡献力量。 潘垣院士介绍了团队最新科研成果和应用前景。他说，AI革命驱动电力需求爆炸式增长，随着智能网 联与新能源汽车、低空经济、数字经济等产业加速发展，对电力能源需求迫切。广州作为粤港澳大湾区 核心引擎，产业基础深厚、创新资源丰富， ...

Group 1 - The competition among the top 30 cities in terms of economic total is ongoing, with cities needing to consolidate advantages and avoid complacency, while those lagging must accelerate transformation efforts [1] - Cities like Guangzhou, Foshan, and Dongguan are encouraged to develop clear industrial upgrade plans, including a negative list of industries to guide resource allocation towards high-tech and high-value-added sectors [1][2] - The importance of talent upgrade is emphasized, with local governments needing to attract high-end talent and optimize educational programs to meet industry demands [2] Group 2 - Foshan's economic foundation lies in traditional manufacturing, and its upgrade is crucial for stability, with potential for AI applications in manufacturing processes [3] - The cultivation of emerging industries is vital for Foshan to secure future competitive advantages, focusing on specific sectors like semiconductors and renewable energy [3] - Cities with slower growth should leverage cross-border e-commerce to enhance their industrial strengths and build independent brands, while local governments should facilitate resource integration and global innovation networks [4]

Core Points - The emphasis on strengthening the real economy as a foundation for high-quality development, led by technological innovation and tailored development of new productive forces [1][2] - The establishment of a modern industrial system is crucial for the modernization of the economy and the nation, with a focus on traditional industry transformation and the development of emerging industries [2][3] Group 1: Modern Industrial System - Guangzhou has proposed the "12218" modern industrial system to enhance key industry development, aligning with national strategies and local requirements [2][3] - The city aims to develop 15 strategic industrial clusters, including intelligent connected vehicles, biomedicine, and artificial intelligence, while also focusing on future industries such as embodied intelligence and quantum technology [3][4] Group 2: Key Industry Developments - The automotive industry in Guangzhou is set to produce over 3.2 million vehicles by 2027, with a significant focus on new energy vehicles [8] - The biomedicine sector is expected to reach a scale of 400 billion yuan by 2030, with major advancements in innovative drugs and core biomedicine infrastructure [10] - The green petrochemical and new materials industry aims for an output value exceeding 400 billion yuan by 2024, positioning itself as a key pillar for high-quality development [11] Group 3: Modern Service Industries - The financial sector in Guangzhou is projected to achieve an added value of 304.9 billion yuan in 2024, becoming a major pillar of the city's economy [29] - The technology service industry is expected to enhance its capabilities, with significant investments in basic research and talent development [30] - The modern commerce sector is set to undergo transformation, with a focus on integrating traditional and emerging consumption patterns [32] Group 4: Future Industries - The semiconductor and integrated circuit industry is experiencing rapid growth, with a projected increase in output value and production capacity [16] - The renewable energy and new storage sectors are being bolstered by national innovation centers and significant infrastructure developments [17] - The low-altitude economy is expanding, with a target market size of 30 billion yuan by 2027, reflecting the city's strategic positioning in this emerging field [18]