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shanghai, the three-dimensional evolution of a new industrial city

2024-09-29

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text | yan dafang

visual design | starship zhizao

total text: 6430 words

estimated reading time: 6 minutes

the long river flows into the sea,

why is an "industrial city" necessarily a city of "technology" and "design"?

every year in the golden autumn, two international events held in shanghai remind people——

coffee, red wine, finance and foreign trade are just one of the aspects of shanghai. shanghai's industry and commerce have always been advancing hand in hand, and are taking the lead from across the countryindustrial town, accelerating its evolution into a globalcity of science and technologyand the worlddesign city

"industrial town"it's easy to understand - in the past, after our country consolidated the foundation of heavy industry, it continued to improve its light industry categories. shanghai developed heavy industry and light industry simultaneously, forging the "first furnace of steel", "the first 10,000-ton hydraulic press", and "the first 10,000-ton hydraulic press" in new china. a frigate". the "three turns and one sound" from "made in shanghai" are the memories of chinese industrial consumer goods for generations of chinese people.

now, the report of the 20th national congress of the communist party of china proposed that by 2035, thenew industrialization. new industrialization is the integrated development of informatization and industrialization. shanghai has already laid out strategic emerging industries such as integrated circuits, artificial intelligence, new energy vehicles, high-end equipment, and aerospace. china's largest integrated circuit industry cluster is in shanghai, and one-third of china's robot output is in shanghai.

this means that today’s “industrial city” must be an “city of science and technology”。

source:pixabay

industries with low technological content cannot be called new industries.

held every autumn in shanghaichina international industrial expo, from 1999 to present, has gone through 24 sessions. the surname of the industrial expo is "work", but as china's industry continues to transform and upgrade, this conference where industrial people from all over the world gather in shanghai is increasingly becoming a world-leading event.technology event

each session of the ciif closely follows the national development strategy and serves as a benchmark for the future industrial development of the country and shanghai. the early ciif mostly displayed the results of local manufacturing and was export-oriented. for example, the exhibitors of the first shanghai industry fair were mainly shanghai state-owned enterprises such as shanghai electric and shanghai pharmaceuticals.

since then, the technological content of each ciif has continued to improve——2013the ciif has set up an industrial robot exhibition for the first time.2017the ciif has set up a new energy and intelligent connected vehicle exhibition for the first time.

arrive2024in september, at the ciif that just concluded, there were 132 products in the field of industrial robots making their global debut, 87 products in asia, and 128 products in the country.

from the 9 professional theme exhibitions set up by this ciif with the theme of "industrial energy gathering and new quality navigation" (●cnc machine tools and metal processing exhibition, ●industrial automation exhibition, ●energy saving and industrial support exhibition, ●new generation information technology and application exhibition, ●smart energy exhibition, ●new energy and intelligent connected vehicles exhibition, ●robot exhibition, ●new materials industry exhibition, ●technology innovation exhibition)——"starship intelligent manufacturing" sees a future industry trend:

china's scientific and technological innovation and industrial innovation are accelerating the integration.

combined with some of the industrial achievements we saw at this ciif, this integration can be roughly understood as follows:

first, scientific and technological achievements are accelerated to be applied to specific industries.——the cycle from technological innovation to industrial application is shortening, and the speed of transformation into actual productivity is increasing, ultimately enhancing the overall competitiveness of the industrial chain.

●at this industry fair,bond laseroriginal 200,000-watt laser cutting equipment makes its world debut. this set integrates a complete set of self-developed core components such as bodorpower laser, bodorgenius laser head, and bodorthinker operating system, which improves the processing efficiency and accuracy of the equipment, and improves stability and durability.

●focus on robot intelligent flexible force control technologyda kuan technology, demonstrated its new achievements in flexible force-controlled assembly at this ciif - flexible force-controlled assembly technology uses force feedback technology to achieve zero-gravity operation at the end of the robot, improving assembly accuracy and efficiency.

robotics is an industry that integrates mechanics, electricity, materials, computers, sensors, control technology and other disciplines. with the continuous development of my country's laser vision sensing technology and force control sensor application technology - more and more china’s unmanned factories have become night and day.

the sight of industrial robots and collaborative robots holding welding guns and dancing in long sleeves has entered our countryphotovoltaics, lithium batteries, automobiles, textiles and clothing, engineering machineryproduction workshops in many manufacturing industries.

huge and powerful industrial robot image source: fanuc official website

second, specific industrial applications provide huge implementation scenarios for various technologies.the resulting massive amounts of data and funds will feed back technology iterations and help tackle core technology problems.

at this ciie, dongtu technology brought software-defined control root technology, tsn network, industrial ai intelligent control system and other technologies.

surrounded by it are representatives of many new industrial enterprises at this ciif:robot field——the jaka max series of industrial collaborative robots made their world debut at this ciif; zhongke xinsong exhibited a full range of collaborative robots covering 3-30kg.new energy vehicle field——saic group brings the latest models such as zhiji ls6 and feifan r7.aerospace field——the eighth institute of aerospace science and technology group presented exhibits such as the long march 6a carrier rocket, the long march 12 carrier rocket, and the fengyun 3 precipitation star.

china has the most industrial scenarios in the world - in the future, as more chinese independent software technologies are widely used in factory automation, robots, automobiles, aircraft, and other fields, china's local industrial giants and software giants will form a good cycle - huge downstream the production data brought by the market will further promote the optimization and upgrading of domestic software.

in this process, more emerging industries and future industry tracks are emerging.

to accelerate the integration of the new round of technological revolution and industrial transformation, there is another key point -

how to better connect technology and industry, and how to better connect demand and funds.

this time,shanghaias a leading industrial city in the country, it has delivered a beautiful answer.

shanghai is passingpolicy guidanceandmarket mechanismintegration—accelerate the integration of this round of technological revolution and industrial change. behind this lies shanghai’s far-sighted top-level design, the city’s emphasis on life, people-oriented consumption and business culture, and its industrial spirit that has always been deeply rooted in its bones.

source: pixabay shanghai

today, shanghai's industry is once again at the forefront of the country——intelligence has become part of shanghai's industry.

from the perspective of the industrial chaintoday, shanghai's manufacturing industry is more located in the upper reaches of the industrial chain, and is increasingly concentrated in high-tech value-added industries.

according to the "14th five-year plan for the development of strategic emerging industries and leading industries in shanghai" issued by the general office of the shanghai municipal people's government, shanghai's key and strategic industries are:

●integrated circuits, biomedicine, artificial intelligence, new energy vehicles, high-end equipment manufacturing (including shipbuilding and offshore engineering, intelligent equipment, energy equipment, energy-saving and environmental protection equipment, etc.), aerospace, information and communications, new materials, emerging digital industries and future-oriented leading industries (including photonic chips and devices, gene and cell technology, brain-like intelligence, new ocean economy, hydrogen energy and energy storage, sixth generation mobile communications (6g), etc.)

shanghai's regional gdp will reach 4.72 trillion yuan in 2023. among them, the total output value of strategic emerging industries will account for 43.9% of the total output value of industries above designated size in 2023.the scale of the three leading industries of integrated circuits, biomedicine and artificial intelligence has reached 1.6 trillion yuan.

when shanghai's industries are more concentrated in the upstream, it means that compared with the "made in shanghai" back then, ordinary consumers will have a weaker perception of shanghai's industrial temperament.

but it also means that shanghai’s industrial connections with the country and the world are much closer than before.

for example, a number of automotive industry chain supporting companies gathered in shanghai involve engines, chips, power batteries and other fields. a new energy vehicle is assembled from 20,000 to 30,000 parts. the absence of any part in the production line will stall production.

hydrogen energy and energy storage are one of shanghai's leading industries for the future. new energy upstream and downstream companies such as photovoltaics, wind power, hydrogen energy, and energy storage have gradually gathered around shanghai.

integrated circuits are a highly globalized industry. its downstream areas include automobiles, 3c electronics and many other fields. the world's largest integrated circuit market is in china, and china's largest integrated circuit industry cluster is in shanghai. according to the latest "white paper on the top 100 cities with comprehensive competitiveness in the global integrated circuit industry" released by the world integrated circuit association,shanghai ranks among the top five,it has become the city with the strongest comprehensive competitiveness in china's integrated circuit industry.

the higher the maturity of these industries in shanghai, the greater the impact on the coordinated development of national and global industries. today's shanghai has long been aware of the global industrial chain"a single move affects the whole body.", the influence is huge.

source:pixabay

from the perspective of industrial digital transformation, several industries in shanghai have taken the lead in entering the stage of digital and intelligent transformation and upgrading.

shanghai is already at the forefront of digital exploration.digital solutions have penetrated into all aspects of remote office, project management, and equipment operation and maintenance, and have spread from the manufacturing industry to the financial industry and the service industry:

●the density of 5g base stations in shanghai averages 14.5 per square kilometer, ranking first in the country in terms of proportion and density of 5g base stations;

●shanghai ranks first in the country in computing power index and transportation capacity index;

if we focus on the production side, the gripper of digitalization is the robot.

as of 2022, there are 1,125 robot companies in shanghai, including 789 high-tech companies, 323 specialized and special new companies, 49 specialized and special new small giant companies, and 31 technology small giant companies. the density of industrial robots in shanghai ranks first in the country - the density of robots in shanghai's key industrial enterprises above designated size reaches426 units per 10,000 people.

industrial robots have implemented black light factories in some production links of several industries in shanghai. several major application scenarios of collaborative robots are also concentrated in several production links in shanghai's advantageous industries.

shanghai's core industries are changing the face of china's factories.

and when moretechnological innovationandindustrial applicationthe seamless connection also means that several industrial industries in shanghai are constantly climbing towards both ends of the smile curve——

it means that shanghai is not just a ""technology intensive"an industrial city, it is also a"design intensive"city.

lingang new area

"industrial city"and"technology city", it must be a"design city".

design itself is a bridge that transforms creativity, technology, craftsmanship and other elements into productivity. it is the key for china's manufacturing industry to move from imitation and follow-up to independent innovation. for example, the concept and design of the domestically produced large aircraft c919 are china's own, and our country has independent intellectual property rights.

today, as many industrial industries in china continue to climb toward both ends of the smile curve, they must improve theirdesign ability, giving wings to industrial innovation and upgrading.

from september 27th to 30th, it will be held in shanghai for the third yearworld design capital conference (wdcc2024). this world design capital conference focused on displaying cases of design innovation in aerospace, shipbuilding and offshore engineering, high-end equipment, humanoid robots, intelligent terminals, green energy conservation, etc.

in the 2024 "shanghai design 100+" top100 project, robot products include fourier's universal humanoid robot gr-1, shanghai zhiyuan's new embodied intelligent robot, quadruped robot, knee surgery robot, neurosurgery robot, etc.

the hosting of wdcc is a microcosm of shanghai's focus on and improving the status of design in the industrial chain and value chain.

in shanghai, the definition of design beauty is infinitely broad:

micro viewing,it is a specific product design. for example, during this wdcc, the tilt-rotor electric submachine uplift aircraft e20evtol (technology of the times) won the 2024 "shanghai design 100+" award, or the brand new cockpit of the arj21-700 domestic aircraft.

watch init is the beauty of domestic large aircraft as a huge downstream product and platform, on top of which there are tens of thousands of suppliers and the management, overall planning and coordination of an ultra-long supply chain.

from a larger perspective,it is the top-level design’s long-term plan for the industrial development, urban construction, and international cooperation of this international city. shanghai has always had an industrial system supporting ships. before the completion of the yangshan deepwater port, xuhui binjiang was an important industrial shoreline. today, the place where the y-10 took off is becoming a new landmark for shanghai's artificial intelligence industry.

more ground and elevated networks are being formed, and the low-altitude economy is making cities further three-dimensional.

the wdcc conference will be held from september 27th to 30th, and the shanghai design 100+ special exhibition will be extended to october 7th.

source: wdcc

new industrialization is a systematic project, shanghai is acceleratingintegration of industry and city, evolved into a new industrial city integrating three-dimensional development of industry, technology, and design.

on top of it, the real economy and the digital economy are integrating. technological innovation, institutional innovation, and industrial innovation are working together.

all these together build a rich ecosystem for shanghai’s future industries.

three-dimensional evolution

the core award of this ciff, the "ciff award", releases a signal for future industrial development - shanghai's future key industry track will accelerate the development of several cutting-edge industries and high-tech fields👇

as shanghai accelerates the integration of industry and city, it evolves into a more three-dimensional city. it also means that the strategic layout and tactical play of enterprises related to future industries, including humanoid robots, low-altitude economy, etc., are changing:

top levelit is the government’s supporting planning and policy assistance.

middleit is a prosperous industrial platform for start-ups, foreign-funded enterprises, state-owned enterprises and various types of funds and collaborations.

baseit is shanghai's high-quality and convenient supporting living services and educational resources, as well as the city's rich and livable consumer culture - which have resulted in rich application scenarios and talent reserves - that ultimately jointly build shanghai's rich future industrial ecology.

the era of a company working alone and cultivating its internal strength has passed. enterprises rely on the strong ecological development of platforms and industrial clusters supported by the government and capital.

source: unsplash the streets of shanghai

as a super-large city with future layout, shanghai’s appearance also comes from policy design and planning.

in 1995, top-level design determined some of the industrial qualities of pudong, shanghai: finance and commerce. from a larger perspective, the whole country is playing chess, and the time when pudong takes off is the critical moment for china to shift from the secondary industry to the tertiary industry after consolidating its industrial foundation.

today, shanghai is accelerating the development of new productive forces and seizing opportunities for intelligent, green, and integrated development. on the first day of this ciif, the relevant responsible comrades of the industrial investment division of shanghai economic and information technology commission announcedautomobiles, petrochemicals, steel, electronic information, electrical equipment, energy, ships, light industry, water affairs, industrial internettop ten scenarios and tens of billions of demand lists for large-scale equipment updates in industrial fields.

shanghai also released the first batch of "urban collaboration" 100-billion-dollar industrial clusters, involving a total of 11 100-billion-dollar leading industries in 7 districts -

●pudongnew districtlead the development of four hundred-billion-level industrial clusters: "integrated circuit entire industry chain, biomedicine entire industry chain, intelligent networked new energy vehicle entire industry chain, software and information technology services".

minhang districtlead the development of "advanced energy equipment and green and low-carbon" 100 billion-level industrial clusters.

baoshan districtlead the development of two 100 billion-level industrial clusters of "high-end new materials, robots and high-end equipment".

jiading districtlead the development of a 100-billion-dollar industrial cluster of the "intelligent network-connected new energy vehicle entire industry chain".

jinshan districtlead the development of "new chemical materials" 100-billion-level industrial cluster.

xuhui districtlead the development of "artificial intelligence (large model)" 100-billion-level industrial clusters.

yangpu districtlead the development of "online new economy" hundreds of billions of industrial clusters.

at a symposium related to this ciie, "starship knowledge" learned that shanghai's entire society invests about 150 billion yuan in r&d every year, of which the government's financial investment reaches as high as 50 billion. corporate income tax reductions can reach 65 billion yuan. tax exemptions for high-tech enterprises exceed 25 billion yuan each year.

take the low-altitude economic industry where the yufeng mirai e6 pure electric vertical take-off and landing fixed-wing uav, which won the ciif award at the ciif, is located as an example - in terms of industrial planning, shanghai released the "shanghai low-altitude economic industry high-quality development action plan" (2024-2027)" and "shanghai low-altitude economic development white paper 2024":

shanghai will expand low-altitude flight airspace, increase municipal-level industrial transformation and upgrading fund support, attract active participation of social capital and state-owned capital, increase talent support, and train various talents needed for industry development.

middle layerit is a prosperous entrepreneurial enterprise, foreign-invested enterprise and state-owned enterprise in shanghai.

if the top-level design is equivalent to one of the project designers, then the enterprise is the project executor. it is the main executor in promoting the integration of technology, industry and design.

"starship intelligent manufacturing" learned at the related symposium of this industry expo that there are more than 100 people in shanghai3.41 millioncompanies, including24,000as a high-tech enterprise,10,000the above specialized new enterprises and660listed companies above.

at present, the number of national-level small and medium-sized enterprise characteristic industry clusters in shanghai has increased to 14, involving new materials, intelligent equipment, automotive electronic chips, drones and other industries.

shanghai's robot industry chain has obvious advantages - upstream core component companies such as controllers, reducers, servo motors, and sensors include shanghai yingshuang, nuoyin electromechanical, lectra precision, qinglang intelligent, hesai technology, silan technology, etc.

midstream manufacturers include the four major families of fanuc, abb, yaskawa, and kuka, as well as zhongke xinsong, new star, jieka, feixi robot, etc.

downstream system integrators include foreign companies comau, lamb, luopserva and a large number of local companies.

in the low-altitude economic industry, shanghai has more than 300 uav general aviation companies approved by the east china civil aviation administration, basically covering r&d, manufacturing, application services and other fields.

in the evtol field, fengfei aviation, shishi technology, yufeng future, and volante are all based in shanghai. system and core component companies include china air traffic control system equipment co., ltd., shanghai qunli fastener manufacturing co., ltd., etc.

at the same time, comac is headquartered in shanghai, which has a large aircraft design and r&d center that gathers a large number of professional talents and advanced technologies.

source: wdcc

in the design field, zhang ying, director of the shanghai municipal economic and information technology commission, introduced that shanghai has cultivated 21 national-level industrial design centers, 191 municipal-level design innovation centers, and 92 municipal-level design-leading benchmark enterprises; the scale of the design industry has grown steadily, and by 2023, the city the scale of the cultural and creative industry reached 2.34 trillion yuan, a year-on-year increase of 7%, with the creative design industry accounting for nearly 70%.

source: wdcc

ecological baseit is shanghai's high-quality and convenient supporting living services and educational resources, as well as the city's rich and livable consumer culture and aesthetic characteristics - which has resulted in rich application scenarios and talent reserves -

shanghai has 14 national-level university science and technology parks, more than 500 maker spaces, and 63 colleges and universities. in shanghai, the number of people with higher education reaches 10 million.

in terms of design talent pool, shanghai has the advantage of hosting the world design capital conference and has a young talent promotion plan that continues to provide development opportunities and upward pathways for industrial design talents.

end

a "new chemical industry city" must be a "city of science and technology" and a "city of design" - it must also be a "city of design".beautiful city".

in the center of shanghai, the roads built along the various rivers and rivers in shanghai formed an urban space with a dense road network and suitable for walking.

shanghai's new urban areas have straight and wide roads, with pleasant proportions of plants and masonry buildings.

the industrial character of the city is gradually peeling off its rough exterior of steel and concrete, with clouds of smoke rising from chimneys. in its unmanned factory where the night is as dark as day, robots with long sleeves and good dancing skills shuttle back and forth under the 5g signal. information technology and industry merge around it, presenting a majestic and tranquil beauty of contemporary industry.

shanghai, a city built by people all over the country, can learn from munich, turin-milan-genoa, tokyo, or seattle on the road to becoming a new industrial city. however, the path shanghai is taking and the future it is exploring cannot be ignored. it will be the path that has been traveled by predecessors - it can only be explored and opened up by ourselves.

invest in new construction.

main reference materials:

[1] decision of the central committee of the communist party of china on further comprehensively deepening reforms and promoting chinese-style modernization. chinese government website

[2] this year’s china industry fair is the eye of the storm for future industries. china industry fair

[3] white paper on the top 100 cities with comprehensive competitiveness in the global integrated circuit industry. world integrated circuit association

this article is based on interviews and public information and does not constitute any investment advice.

this article is the original content of xingchuan zhizao