作者丨黄欣然 编辑丨谭婷 过去五年，大家觉得赚钱难不难？ 我相信很多人都会说：难，特别难。 哪怕是广东这样的经济大省 也经历了很难的五年 既有疫情这种"黑天鹅" 又有全球贸易摩擦等"灰犀牛" 还赶上了三大周期叠加的关口 这意味着"十四五"前四年广东GDP年均增长达4.7% 单看数字不高 但1个百分点所代表的边际增量 相当于10年前的约2个百分点 在这种"逆风局"下 广东交出的答卷是什么？ 是全省经济总量连续跨越12万亿、13万亿、14万亿元大关 连续36年位居全国第一 体量超越韩国、澳大利亚等发达国家 具体可以看六大方面 一是产业转型，点更多技能树 过去广东成为经济与制造大省 能穿越周期，持续创造增量 一句话总结秘笈就是： 摆脱路径依赖，重塑增长逻辑 一个重要原因是传统产业体量大、占比高 产量居全国第一的160多种工业产品大部分来自于传统产业 但如今，旧版本的解方已经不够用了 "十四五"期间，广东选择改造传统产业，培育新兴产业 截至目前，累计推动超4.4万家规上工业企业数字化转型 2024年，全省培育形成9个万亿级的产业集群 产出了全国1/4的新能源汽车 见证了广汽埃安"灯塔工厂"53秒下线一辆新车的"广东速 ...

【编者按】12月8日，《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》发布，擘画了广东未来五 年的发展蓝图。回顾过去这五年，广东这个经济大省迎难而上，在纷繁复杂的变局中增创新优势，实现新突破，为"十五五"时 期进一步的转型发展奠定良好基础。广东过去五年具体做成了什么？未来五年的增量又在哪？本期经济名场面带你看： 过去五年，大家觉得赚钱难不难？ 我相信很多人都会说：难，特别难。 哪怕是广东这样的经济大省 也经历了很难的五年 既有疫情这种"黑天鹅" 又有全球贸易摩擦等"灰犀牛" 还赶上了三大周期叠加的关口 在这种"逆风局"下 广东交出的答卷是什么？ 是全省经济总量连续跨越12万亿、13万亿、14万亿元大关 连续36年位居全国第一 体量超越韩国、澳大利亚等发达国家 这意味着"十四五"前四年广东GDP年均增长达4.7% 单看数字不高 但1个百分点所代表的边际增量 相当于10年前的约2个百分点 能穿越周期，持续创造增量 一句话总结秘笈就是： 摆脱路径依赖，重塑增长逻辑 具体可以看六大方面 一是产业转型，点更多技能树 过去广东成为经济与制造大省 一个重要原因是传统产业体量大、占比高 产量居全国第一的 ...

【编者按】12月8日，《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》发布，擘画了广东未来五 年的发展蓝图。回顾过去这五年，广东这个经济大省迎难而上，在纷繁复杂的变局中增创新优势，实现新突破，为"十五五"时 期进一步的转型发展奠定良好基础。广东过去五年具体做成了什么？未来五年的增量又在哪？本期经济名场面带你看： 过去五年，大家觉得赚钱难不难？ 还赶上了三大周期叠加的关口 我相信很多人都会说：难，特别难。 在这种"逆风局"下 哪怕是广东这样的经济大省 广东交出的答卷是什么？ 也经历了很难的五年 是全省经济总量连续跨越12万亿、13万亿、14万亿元大关 既有疫情这种"黑天鹅" 连续36年位居全国第一 又有全球贸易摩擦等"灰犀牛" 具体可以看六大方面 一是产业转型，点更多技能树 体量超越韩国、澳大利亚等发达国家 这意味着"十四五"前四年广东GDP年均增长达4.7% 单看数字不高 摆脱路径依赖，重塑增长逻辑 但1个百分点所代表的边际增量 相当于10年前的约2个百分点 能穿越周期，持续创造增量 一句话总结秘笈就是： 过去广东成为经济与制造大省 一个重要原因是传统产业体量大、占比高 产量居全国第一的 ...

Economic Performance - Guangdong's economic strength has continuously improved, with GDP reaching 14.16 trillion yuan in 2024, maintaining the top position in the country for 36 consecutive years, and an average growth rate of 4.7% during the first four years of the "14th Five-Year Plan" [1] - The local general public budget revenue is projected to reach 1.35 trillion yuan in 2024, also ranking first nationally for 34 years [1] - The industrial revenue from above-scale industries reached 19.41 trillion yuan, while the service sector's added value was 8.14 trillion yuan, both leading the nation [1] Innovation and Technology - Guangdong has anchored its new positioning in the "One Point, Two Places" strategy, significantly advancing the Guangdong-Hong Kong-Macao Greater Bay Area construction, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in innovation index [2] - The region has maintained its top position in national innovation capabilities for eight consecutive years, with R&D expenditure, high-value invention patents, and the number of high-tech enterprises all ranking first in the country [3] - The scale of the core AI industry in Guangdong is expected to exceed 220 billion yuan in 2024, accounting for about one-third of the national total [3] Infrastructure and Connectivity - Infrastructure connectivity in the Greater Bay Area is accelerating, with the "Bay Area on Tracks" initiative taking shape and cross-river and cross-sea passageways being developed [2] - Major cooperation platforms such as Hengqin, Qianhai, Nansha, and He Tao have been established, enhancing the integration of Guangdong and Hong Kong-Macao development [2] Foreign Investment and Trade - Guangdong's "friend circle" is expanding, with actual foreign investment reaching 626.26 billion yuan over the past four years [4] - The province's total import and export volume is expected to exceed 9 trillion yuan in 2024, maintaining the top position in the country for 39 consecutive years [4]

Group 1 - The core viewpoint of the news is that Guangdong's economy has shown significant growth and innovation during the "14th Five-Year Plan" period, with a focus on high-quality development and regional integration [1][2] - Guangdong's economic total has steadily increased, crossing the thresholds of 12 trillion, 13 trillion, and 14 trillion yuan from 2021 to 2024, maintaining its position as the top economy in China for 36 consecutive years with an average growth rate of 4.7% [1] - The construction of the Guangdong-Hong Kong-Macao Greater Bay Area has accelerated, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in innovation index, indicating strong regional competitiveness [1] Group 2 - Innovation is identified as a key support for Guangdong's high-quality development, with the region's comprehensive innovation capability ranking first in China for eight consecutive years [2] - Guangdong has invested over one-third of its provincial science and technology innovation funds into basic research, achieving breakthroughs in key core technologies and showcasing its strength in high-end manufacturing and independent innovation [2] - The province's foreign trade continues to lead the nation, with total import and export volume expected to exceed 9 trillion yuan in 2024, and significant foreign investment projects being realized [2]

Economic Performance - Guangdong's GDP is projected to reach 14.16 trillion yuan in 2024, maintaining its position as the largest economy in China for 36 consecutive years, with an average annual growth rate of 4.7% during the "14th Five-Year Plan" period [1] - The local general public budget revenue is expected to reach 1.35 trillion yuan, ranking first in the country for 34 years [1] Technological Innovation and Industry Development - Guangdong has established itself as a leader in technological innovation, with R&D expenditure, high-value invention patents, and the number of high-tech enterprises all ranking first in the nation [3] - The province has cultivated nine trillion-yuan industrial clusters, with the core AI industry exceeding 220 billion yuan, accounting for one-third of the national total [3] - Guangdong's production of new energy vehicles reached 3.618 million units, representing 25% of the national output, and industrial robot production was 247,000 units, accounting for 43.5% of the national total [3] Infrastructure and Regional Integration - The Guangdong-Hong Kong-Macao Greater Bay Area has seen significant progress, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in innovation index [2] - Major cooperation platforms such as Hengqin, Qianhai, Nansha, and He Tao have been established to deepen integration and expand development space for Hong Kong and Macao [2] Reform and Open Economy - Guangdong has implemented comprehensive reforms, with over 60 national firsts achieved through the Shenzhen comprehensive reform pilot [4] - The province's total import and export volume exceeded 9 trillion yuan, maintaining the top position in the country for 39 consecutive years [4] - Actual foreign investment reached 626.26 billion yuan over four years, while outbound investment totaled 83.939 billion USD [4] Social Development and Quality of Life - The income disparity between urban and rural residents has narrowed, with the ratio decreasing from 2.49 in 2020 to 2.31 in 2024 [5] - The province has created over 6 million new urban jobs, maintaining an urban unemployment rate below 5.5% [6] - Guangdong's healthcare system includes 66,100 medical institutions, with a 100% compliance rate for county-level hospitals meeting national standards [6] Safety and Stability - Guangdong has effectively managed natural disasters and maintained social stability, enhancing food and energy security [7] - The province has implemented measures to prevent financial and real estate risks, ensuring systemic risk is kept at bay [7]

Core Viewpoint - Guangdong Province has made significant progress in its "14th Five-Year Plan" for high-quality development, showcasing improvements in economic strength, social development, and environmental sustainability [5][11][62]. Economic Development - Guangdong's GDP is projected to reach 14.16 trillion yuan in 2024, maintaining its position as the largest economy in China for 36 consecutive years, with an average annual growth rate of 4.7% from 2021 to 2024 [11][12][18]. - The province's general public budget revenue reached 1.35 trillion yuan, also ranking first nationally for 34 years [16][18]. - The industrial sector's revenue exceeded 19.41 trillion yuan, while the service sector's value added reached 8.14 trillion yuan, both leading the country [18][19]. Regional Integration and Innovation - The Guangdong-Hong Kong-Macao Greater Bay Area has seen significant advancements, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in innovation index [20][21]. - Infrastructure connectivity has improved, with initiatives like the "Bay Area Pass" enhancing cross-border cooperation in various sectors [22][23]. Technological Advancement - Guangdong has maintained its top position in national innovation capabilities for eight consecutive years, with substantial investments in R&D and a high number of high-tech enterprises [27][28][41]. - The province has launched major technology initiatives, including the "Zhuo Yue" plan for basic research, and has made breakthroughs in key technologies such as high-end chips and medical devices [35][39]. Reform and Openness - Guangdong has implemented significant reforms, particularly in the Shenzhen pilot reform zone, achieving over 60 national firsts [46]. - The province's foreign trade and investment have thrived, with total imports and exports surpassing 9 trillion yuan, maintaining the top position in the country for 39 years [54][55]. Rural and Urban Development - The income disparity between urban and rural residents has decreased, with the ratio of per capita disposable income narrowing from 2.49 in 2020 to 2.31 in 2024 [62]. - The province has actively promoted rural revitalization and urbanization, enhancing the overall economic development in less developed areas [59]. Environmental Sustainability - Guangdong has implemented six major actions for green development, achieving high forest coverage and water conservation rates, with air quality and water quality metrics reaching record levels [64][66]. Social Welfare and Employment - Over 6 million new urban jobs have been created, with the urban unemployment rate consistently kept below 5.5% [69]. - The province has expanded social security coverage, with 1.26 billion social security cardholders and full coverage of pension insurance [70][72].

Core Insights - Guangdong's GDP has achieved an average annual growth of 4.7% during the first four years of the "14th Five-Year Plan" [1][2] - The province's economic strength has continuously improved, with the total economic output surpassing 12 trillion, 13 trillion, and 14 trillion yuan in consecutive years [1] - Guangdong has maintained its position as the top economic province in China for 36 consecutive years [1] Economic Development - The construction of the Guangdong-Hong Kong-Macao Greater Bay Area has shown significant progress, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in innovation index [1] - Infrastructure connectivity has accelerated, forming a basic framework for the "railway-based Greater Bay Area" and initial development of cross-river and cross-sea passageways [1] - The "Bay Area Pass" project has been implemented, enhancing cross-border recognition of professional qualifications, talent mobility, capital flow, vehicle passage, and data circulation [1] Technological Innovation - Guangdong has accelerated high-level technological self-reliance, ranking first in regional innovation capabilities for eight consecutive years [2] - The province leads the nation in R&D funding, high-value invention patents, and the number of high-tech enterprises [2] - Over one-third of provincial technology innovation funds are directed towards basic research, with breakthroughs in key technologies such as high-end chips and surgical robots [2] Trade and Investment - In 2024, Guangdong's total import and export volume is expected to exceed 9 trillion yuan, maintaining its position as the top province in China for 39 years [2] - The province has seen a rapid increase in major foreign investment projects, with actual foreign investment reaching 626.26 billion yuan in the first four years of the "14th Five-Year Plan" [2] - Guangdong's foreign investment cooperation has developed new opportunities, with actual overseas investment totaling 83.939 billion USD in the same period [2]

Group 1 - Recent trade tensions between China and Europe have escalated, with Europe imposing restrictions on Chinese goods and China initiating anti-dumping investigations against European products, particularly targeting brandy [1][2][14] - France has expressed concerns over the increasing market share of Chinese goods, which is nearing 50%, warning that without protective measures, local factories may face closure [5][14] - The European Union's internal divisions are evident, with economic sectors favoring cooperation with China while political elites lean towards a strategy of containment influenced by the United States [17][24] Group 2 - China's response to the EU's anti-dumping measures is strategic, aiming to protect its market while adhering to WTO rules, indicating that EU brandy has been found to be dumped and poses a threat to Chinese industries [14][26] - The ongoing trade disputes are characterized by precise retaliatory measures from China, which are seen as systematic and mature, contrasting with previous passive responses [22] - The geopolitical context, including the influence of the US and the impact of the Russia-Ukraine conflict, complicates the trade relationship, leading to increased tensions and a call for a new mutual understanding [25][28]