The Yangtze River Delta Integration Regional Planning Is Officially Released. Where Is The Opportunity For The Textile Industry?

In December 1st, the CPC Central Committee and the State Council issued the "outline of the Yangtze River Delta regional integration development plan", accounting for 1/4 of the total economic output and the highest labor productivity in the whole country. The annual R & D expenditure and the number of effective invention patents accounted for 1/3 left and right of the country. The total import and export volume, foreign direct investment and foreign investment accounted for 37%, 39% and 29% of the national total respectively, which is the digital basis for the integration of the Yangtze River Delta.

At present, the development of regional integration supporting the Yangtze River Delta has risen to a national strategy. In the future, it will cooperate with the "one belt and one road" construction, the coordinated development of Beijing, Tianjin and Hebei, the development of the Yangtze River economic belt, and the construction of the Bay Area of Guangdong, Hongkong and Macau, and improve the spatial layout of China's reform and opening up. All these show that the country has high hopes for the future development of the global advanced manufacturing and service base of the Yangtze River Delta.

Regional planning should be preceded by industry and mechanism is matched. In the future, the Yangtze River Delta region will build a national advanced manufacturing agglomeration area. It will build a number of state-level strategic emerging industries bases on ten major fields, including electronic information, biological medicine, aerospace, high-end equipment and new materials, and form a number of world-class manufacturing clusters. In building world-class leading enterprises, it will focus on ten key areas, such as integrated circuits, new display, Internet of things, big data and artificial intelligence, and accelerate the development of the five major industrial chains, such as new energy and smart cars. While accelerating the cultivation of future industries, it will mainly focus on eight fields: quantum information, brain like chips, third generation semiconductors and the next generation of artificial intelligence.

From the layout of industries and leading enterprises, we can see that all the Yangtze River Delta's future development is in line with the transformation and upgrading of China's economy and the strategic emerging industries. However, from the perspective of historical experience, after the past important industrial planning, there will always be a hot scene of "catching up with learning" in the whole country. For example, when the photovoltaic industry plan is promulgated, there are photovoltaic industrial parks all over the country. When the new energy plan is promulgated, there will be dozens of new energy industrial parks in the country, and other chips, heat, artificial intelligence and so on. The result will be repeated construction and disorderly competition.

Therefore, when the outline of the Yangtze River Delta regional integration is clear, how to integrate the industrial planning with the premise of regional integration becomes particularly important and urgent. For example, Nanjing, Jiangsu is currently an important lithium battery industrial base. LG, SKI and other multinational enterprises have built factories. Can other cities in the Yangtze River Delta reconstruct the relevant industry chain, optimize the industrial chain and coordinate development? When the "Medicine Valley" of Shanghai Zhangjiang hi tech park has become a brand, many famous pharmaceutical enterprises at home and abroad have settled in, and at the same time, when the land resources in the park are in short supply, which regions are suitable for isomorphism in the Yangtze River Delta region?

CCTV finance and economics Yao Zhenshan believes that the integration of the Yangtze River Delta region is first the integration of the region and the integration of the mechanism. But the core of the integration should be between the city and the city, and the integration of the industrial planning between the province and the municipality directly under the central government. The integration of the Yangtze River Delta is the integration of resource endowment differentiation. So that the most reasonable planning of resource endowments in different cities can be brought into full play, so that all kinds of resources can be reasonably allocated in a wider range. The integration of the Yangtze River Delta region is the integration of capital flowing orderly so that industrial clusters can bring capital orderly accumulation and maximize capital efficiency.

The outline puts forward strategic positioning for the Yangtze River Delta region. Where is the development opportunity for the textile industry in the future?

The Yangtze River Delta region is one of the most active and most developed regions in the country. It is also an important textile manufacturing base and export base in China. What opportunities will the Yangtze River Delta regional integration development plan bring to the Yangtze River Delta's textile industry?

In terms of the high quality development of manufacturing industry, the outline proposes that we should "build a number of world-class industrial clusters, cultivate a number of leading enterprises, and layout a number of future industries".

The textile industry leverages the Yangtze River Delta trade "flow" to radiate the whole world.

Recently, the Federation of three provinces and municipalities of the Yangtze River Delta released the list of top 100 enterprises in the Yangtze River Delta in 2019. It is worth noting that this is the first time that the top 100 enterprises in the Yangtze River Delta integrated into the national strategy. Among them, a total of 7 enterprises in chemical fiber enterprises are on the list. Jiangsu Hengli Group Co., Ltd. entered the top ten list of the top 100 enterprises in the Yangtze River Delta business. From the following table, we can see that in 2018, Hengli Group Co., Ltd. operating income was 371 billion 736 million 160 thousand yuan, far more than other chemical fiber enterprises.

In the world economy downturn, foreign trade friction intensified, economic downward pressure on the environment, the chemical fiber industry's strong rebound for the Yangtze River Delta enterprises to obtain better business performance has helped.

Experts believe that Jiangsu, Zhejiang and Shanghai have a well-developed manufacturing industry cluster, such as the Jiangsu silk industry and Zhejiang textile industry. The supply chain advantage of these regions can be radiated to the whole world with the help of trade flow in the Yangtze River Delta region.

"Science creation + industry" will become the new kinetic energy of the Yangtze River Delta's textile industry.

In the outline, taking the path of "science creation + industry" has become a new kinetic energy for the economic growth of the Yangtze River Delta in the future. The key words such as Internet of things, artificial intelligence, industrial Internet, 5G and intelligent manufacturing have become the object worthy of attention.

At the same time, more and more entrepreneurs in the textile industry realize that informatization, digitalization and intelligent transformation become the key to enhance the competitiveness of enterprises.

Industrial Internet

In terms of industrial Internet, the development level of industrial Internet in the Yangtze River Delta is at the leading level in terms of scale, quality and speed. As an important advanced manufacturing base in China, the industrial added value of the Yangtze River delta accounts for more than 1/4 of the whole country. With the construction of the regional industrial Internet platform, it is becoming the core of the industrial cooperation in the Yangtze River Delta. This also adds a new engine to the intelligent manufacturing of the Yangtze River Delta.

The Yangtze River Delta has a solid foundation for industrial Internet. Based on the industrial gathering and complete industrial system, it relies on large enterprises and large platforms to build up an industrial Internet platform integrated with Yangtze River Delta to gather upstream and downstream data in Shanghai. In Zhejiang, Ali Yun expects to connect 200 million industrial equipment to 30 industrial enterprises by 2025. In Jiangsu, more than 600 thousand engineering machinery and equipment are "going online" through the cloud platform of Xugong Group.

In 2018, in the Yangtze River Delta industrial Internet Summit and the G60 KCG industrial and Internet collaborative innovation project launch conference, the Yangtze River Delta industrial Internet platform helped millions of enterprises to "cloud on the platform" service initiative officially launched, and put forward to strive to realize the new "cloud up platform" enterprises in 2020, the operation cost reduced by more than 20%, and the production efficiency increased by more than 20%.

In terms of policy, as early as 2017, Zhejiang province first launched the "one hundred thousand enterprise cloud action plan". Jiangsu and Shanghai issued the notice on accelerating the "three year plan of action for enterprises" in late 2017 and the end of 2018 respectively, and Shanghai's promotion of cloud action plan for enterprises (2018-2020 years). In terms of cross regional policies, the nine Yangtze River Delta jointly issued the implementation plan for the collaborative development of the G60 industry innovation corridor, and nine places jointly promote the development of the industrial Internet through institutional docking, financial support and technological research and development.

In the aspect of industrial Internet identification analysis, the 2018 industrial Internet identification resolution parsed the national top node (Shanghai) formally signed up, which played a great role in promoting interregional, cross industry and cross regional information interoperability in the Yangtze River Delta region.

Artificial intelligence

From the perspective of artificial intelligence development, the domestic active areas of artificial intelligence development are mainly concentrated in three major regions: the Beijing Tianjin Hebei region (Beijing is the main body), the Yangtze River Delta region (Shanghai, Jiangsu, Zhejiang) and Guangdong, Hong Kong and Macao (Guangdong and Shenzhen). According to the data from Wuzhen think tank, the number of AI enterprises in Beijing, Guangdong and the Yangtze River delta accounts for 84.95% of the total number of AI enterprises in the country. Among the Yangtze River Delta cities, Shanghai and Hangzhou are the cities with the largest number of AI enterprises, which are more than 600, and are in the first tier of AI development. For example, Hangzhou's Alibaba, NetEase, Zhejiang Dahua, Hikvision, ant gold clothing, graffiti intelligence, Guoxi technology, Rokid, Shanghai's technology, intelligent network, and LAN LAN technology.

Secondly, the Yangtze River Delta region has obvious advantages of holding together. The total number of AI enterprises in Jiangsu, Zhejiang and Shanghai accounts for 28.24%, and the number of patents exceeds 1/3. Among them, Shanghai has the absolute superiority in the development of artificial intelligence in the Yangtze River Delta region because of its top talents and scientific research advantages. From 2015 to the first half of 2019, the financing of Shanghai's AI start-ups reached 58 billion 200 million yuan, second only to Beijing.

5G

With regard to the development of 5G, along with the deep integration of Yangtze River Delta, information technology is becoming an important means for the Yangtze River Delta to develop into a world-class city cluster. In the middle of last year, a city government in the three provinces and cities of the Yangtze River Delta signed the 5G first trial with China Telecom, China Mobile, China Unicom and China Tower to develop the strategic cooperation framework agreement with the Yangtze River Delta digital economy.

According to the "Yangtze River Delta Urban Agglomeration Development Plan" requirements, by 2021, four communication enterprises will invest more than 200 billion yuan in the Yangtze River Delta, the highest international standard and the best level, and build a new generation of information infrastructure guided by 5G, and build the Yangtze River Delta into one of the national and global 5G networks and one of the regions where the application of the pilot is the first, and the level of information infrastructure will be shoulder to shoulder.

At the end of last year, the Shanghai 5G innovation and development alliance, the Jiangsu 5G industry alliance, the Zhejiang 5G industry alliance and the Anhui 5G Industry Alliance representative also signed the "Yangtze River Delta 5G innovation and Development Alliance proposal", set up the "Yangtze Delta 5G innovation and development alliance", and strive to build the Yangtze River Delta region into the 5G technology test bed and the industrial leading area in the next three years.

At present, in the first 5G pilot cities, the Yangtze River Delta cities occupy 10, accounting for one of the 1/5 in the country.

The program is a programmatic document supporting the integration and development of the Yangtze River Delta region and becoming a national strategy. The emerging technology is closely related to the integration and development of the Yangtze River Delta. Although the road ahead is still full of unknowns and difficulties, it is believed that under the guidance of policies, emerging technologies will soon bring new energy to development.

The upgrading and upgrading of the pillar industry system of the Yangtze River Delta is beginning to appear. The curtain has been opened to build a new pillar industry system of the Yangtze River Delta with the core of new industries.