近日，广州市政府官网发布《广州市加快建设先进制造业强市规划（2024—2035年）》（以下简称《规 划》），明确提出努力打造世界一流的先进制造业基地、全球重要的制造业创新中心、全球数产融合标 杆城市、全国新型工业化典范城市四个战略定位，同时提出"2035年工业增加值翻一番"的目标。 到2035年现代化产业体系基本建成 在战略定位方面，《规划》提出努力打造世界一流的先进制造业基地、全球重要的制造业创新中心、全 球数产融合标杆城市、全国新型工业化典范城市。 根据《规划》，到2030年，广州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。 展望2035年，广州先进制造业强市地位将更加巩固，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。 计划建成万亿规模的"智车之城" 宏伟蓝图 ...

Core Viewpoint - Guangzhou aims to accelerate the construction of an advanced manufacturing city by 2035, targeting a doubling of industrial added value and focusing on the "12218" modern industrial system, integrating advanced manufacturing with modern services, and promoting digital and green transformations [2][14]. Group 1: Key Industrial Directions - The plan emphasizes the development of 15 strategic industrial clusters and six emerging pillar industries, including smart connected new energy vehicles, ultra-high-definition video and new displays, biomedicine and health, green petrochemicals and new materials, software and the internet, and intelligent equipment and robotics [2][38]. - Five strategic leading industries will be cultivated, including artificial intelligence, semiconductors and integrated circuits, new energy and new energy storage, low-altitude economy and aerospace, and biomanufacturing [3][38]. - Four characteristic advantageous industries will be strengthened, such as fashion consumer goods, rail transit, shipbuilding and marine engineering, and intelligent construction and industrialized buildings [4][38]. Group 2: Implementation Strategies - The plan outlines five major projects: industrial agglomeration, industrial innovation, intelligent manufacturing traction, integrated development, and supply chain optimization [14][34]. - Six action plans are proposed, including structural optimization, investment leap, talent attraction and cultivation, digital empowerment, spatial innovation, and element guarantee [14][34]. Group 3: Development Foundations - Guangzhou has a solid manufacturing base, being the most complete industrial city in South China, with significant advantages in technological innovation, green development, and international cooperation [19]. - The city ranks 8th globally in the "Nature Index - Research Cities" and has a robust innovation ecosystem, including numerous national and provincial manufacturing innovation centers [20][27]. Group 4: Opportunities and Challenges - The plan identifies major opportunities from national strategies, such as the manufacturing power strategy and the development of the Guangdong-Hong Kong-Macao Greater Bay Area, which enhances Guangzhou's role as a manufacturing hub [24][18]. - Challenges include the pressure from global economic downturns, the need for industrial upgrades, and competition from other metropolitan areas [28][29]. Group 5: Future Goals - By 2030, the advanced manufacturing city construction is expected to reach significant milestones, with a focus on optimizing industrial structure and enhancing quality and efficiency [36]. - By 2035, Guangzhou aims to solidify its status as an advanced manufacturing city, achieving breakthroughs in key technologies and maintaining a leading position in the global value chain [36][38].

Core Insights - The city is focusing on the development of the smart construction and industrialized building industry as a strategic industry cluster within its "12218" modernization industrial system, highlighting its solid foundation and broad development prospects [3] Group 1: Industry Development - The smart construction and industrialized building industry has made significant progress, with a clear development plan and established mechanisms in place [3] - Five sub-industries have been identified, including digital design, smart production, smart construction, prefabricated decoration, and smart home, with leading enterprises assigned to each [3] - Annual tasks and work measures have been determined to facilitate the accelerated development of the industry [3] Group 2: Cost Reduction and Market Expansion - The industry is urged to focus on reducing costs and expanding market reach as key strategies for growth [3] - Multiple measures are recommended to lower construction costs and increase scale [3] - There is a call for enhanced policy support for the smart construction and industrialized building industry to create more application scenarios and gradually expand the industry [3] Group 3: On-site Research and Feedback - The city’s leadership conducted on-site research at various facilities, including the China State Construction New-Type Building Circular Economy Industrial Park and the Airport Phase III project, to assess smart production and application [2] - Company representatives from major construction firms reported on their development status, challenges, and suggestions during a discussion session [2]

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]

Group 1 - The Guangzhou International Smart Construction and Industrialized Building Expo is the first domestic event focusing on the entire industry chain of "smart construction + industrialized buildings," attracting approximately 1,300 overseas merchants from 90 countries and over 500 well-known domestic enterprises [1] - The event covers various fields including smart construction technology and equipment, industrialized building and prefabricated technology, green building materials, and low-carbon technology [1] - The mayor of Guangzhou, Sun Zhiyang, emphasized the importance of seizing opportunities from the new round of technological revolution and industrial transformation to enhance the international competitiveness of the construction industry [1][2] Group 2 - There is a focus on promoting breakthroughs in key core technologies of smart construction, such as modular buildings and integrated platforms for smart construction machines, to form a self-controllable technology system [2] - The integration of smart construction with digital economy and advanced manufacturing is encouraged to cultivate a complete industry chain that includes R&D design, production manufacturing, construction installation, and operation maintenance [2] - The initiative aims to enhance the living quality and happiness of residents by considering the needs of different groups and promoting practical construction technologies, materials, and advanced processes [2]

Group 1 - The first Guangzhou International Smart Construction and Industrialized Building Industry Expo opened on May 8, attracting over 1,300 overseas merchants from 90 countries and more than 500 domestic enterprises [1][2] - The expo focuses on the entire industry chain of "smart construction + industrialized building," with a total signing amount exceeding 82 billion yuan for several significant overseas projects [1] - The theme of the event is "Smart Construction Industry Navigation," aiming to create a comprehensive international exchange platform to promote the upgrade from "Chinese construction" to "Chinese intelligence" and support the development of the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - The expo covers five major industry tracks: digital design, smart production, intelligent equipment, prefabricated decoration, and smart furniture, with an exhibition area exceeding 20,000 square meters [2] - Various enterprises showcased the latest industry achievements around themes such as smart construction technology and equipment, industrialized building and prefabricated technology, and green building materials [2] Group 3 - A demonstration area for "robotic construction" was set up at the expo, showcasing the application of smart construction technology in various construction processes [3] - The "Cloud Construction Factory" developed by China State Construction Fourth Engineering Division attracted significant attention, featuring automated and streamlined construction processes [3] - Modular construction (MiC) was highlighted, allowing for industrialized prefabrication and on-site assembly, exemplified by the first super high-rise concrete modular building in Hong Kong [3]

Core Viewpoint - The development of the smart construction and industrialized building industry is a strategic focus for Guangzhou, integrated into the "12218" modernization industrial system strategy, emphasizing the need for coordinated efforts among government and key enterprises to drive growth [2]. Group 1: Industry Development - The Guangzhou Municipal People's Congress is actively researching and promoting the smart construction and industrialized building industry, with a focus on digital design, smart production, smart construction, prefabricated decoration, and smart home sectors [1][2]. - A meeting was held to gather insights from various companies, including China State Construction Engineering Corporation, Pearl River Design, and Huawei, regarding their advancements and suggestions for further development in the industry [1][2]. Group 2: Strategic Initiatives - The establishment of a joint meeting system involving the municipal government, relevant departments, and key enterprises is proposed to address industry development challenges and enhance coordination [2]. - The need for a comprehensive long-term development plan for the industry is emphasized, outlining clear directions, paths, steps, and goals to ensure practical progress rather than mere discussions [2]. - Increased policy support and market cultivation are essential to facilitate the growth of the smart construction and industrialized building industry, with a focus on creating more application scenarios and expanding the industry scale [2].