A new phenomenon appears in the economy of Guangdong, a major manufacturing province-


　　industrial investment growth rate has exceeded

　　Our reporter Pang Caixia

　　Since 2016, the growth rate of industrial investment in Guangdong has surpassed the growth rate of fixed asset investment for the first time, showing that the main driving force for the economic growth of the "world's factory" has changed.

Looking forward to the second half of the year, favorable factors supporting the continued recovery of industrial investment will continue to increase, market vitality will gradually increase, investment stabilization policies will continue to exert force, and new investment space will be further released. It is expected that industrial investment in Guangdong will maintain a stable recovery trend.

　　The latest data shows that in the first half of this year, Guangdong’s planned industrial added value was 1.72 trillion yuan, a year-on-year increase of 18.5%; the province completed industrial investment of 451.926 billion yuan, a year-on-year increase of 24.5%.

The growth rate of these two items is higher than that of the whole country.

It is worth noting that since 2016, the growth rate of industrial investment in Guangdong has exceeded the growth rate of fixed asset investment for the first time.

　　Industrial investment occupies a major position in the fixed asset investment of the whole society, which is directly related to the quality and efficiency of economic growth.

As a major manufacturing province, what does this "retrospect" mean?

　　Chen Hongyu, the former vice president and professor of the Guangdong Provincial Party School, told the Economic Daily reporter that this phenomenon should be treated rationally.

Fixed asset investment includes investment in primary, secondary and tertiary industries, as well as infrastructure investment. They are the relationship between "total" and "points" indicators, and each "point" indicator fluctuates from one to the other.

In previous years, Guangdong's fixed asset investment growth may have come from large-scale infrastructure construction, and the contribution rate of industrial investment was slightly lower.

Since 2018, Guangdong Province has attached great importance to the development of the real economy and has successively introduced a series of policies and measures to support the expansion and strengthening of the manufacturing industry, as well as the transformation and upgrading. The province's industrial investment has grown rapidly, and has surpassed the increase in fixed asset investment.

　　"Actually, this also reflects the cyclical phenomenon of regional economic development." Chen Hongyu said that it was precisely in the previous round of economic cycle that there were sufficient reserves that led to the current rapid growth of industrial investment.

Today’s growth is due to the previous round of improvements in infrastructure and business environment. Today’s investment will also boost future industrial output.

　　Specific analysis of Guangdong industrial investment related data, the reporter found that there are two bright spots.

First, the acceleration of investment in some strategic key industries has highlighted the supporting role of industrial economic growth.

For example, investment in electrical machinery and special equipment, electronic information, building materials, petroleum and chemical industries increased by 42.6%, 22.1%, 46.4%, and 30.1%, respectively, driving up the growth rate of industrial investment by 4.5, 3.9, and 2.4. And 2.3 percentage points.

Second, investment in key projects is progressing smoothly.

In the first half of the year, the number of construction projects in Guangdong Province was 15,424, an increase of 39.3% over the same period last year, and the number of newly started projects was 3592, an increase of 13.9% over the same period last year.

　　With the rapid growth of industrial investment, the industrial added value of Guangdong's regulations in the first half of the year also reversed the situation that has been slower than the national industrial growth rate since 2019.

Among them, key industries and the new economy showed a strong development trend.

For example, the added value of electrical machinery and equipment manufacturing increased by 31.1%, the added value of automobile manufacturing increased by 24.4%, and the added value of petrochemical industry increased by 18.7%. The total contribution rate to the province's industrial growth reached 35.8%.

　　Behind the high growth is Guangdong's multiple measures to promote the steady recovery of industrial investment.

One is policy blessing.

In March of this year, Guangdong Province issued and implemented the "Guangdong Province's Several Policies and Measures to Accelerate the Investment and Construction of Advanced Manufacturing Projects", focusing on 20 strategic industrial clusters, focusing on manufacturing projects, and gathering forces from all parties to further stimulate manufacturing investment and promote industry The leading role of investment growth.

　　The second is that Guangdong took the project as the starting point and established the provincial headquarters of major manufacturing projects, which is responsible for tracking services for major manufacturing projects and centrally coordinating and solving difficult problems in project construction.

At the same time, Guangdong has established a major manufacturing project database in the province, incorporating manufacturing projects under construction with an investment of more than 1 billion yuan and planned to start that year into the project database to implement dynamic tracking, and form a "one database with multiple clusters" according to the classification of strategic industrial clusters. Management mechanism.

As of the end of June, the province's 342 major manufacturing projects with an investment of more than 1 billion yuan in the library have progressed smoothly.

　　The third is to use incentives as the fulcrum to stimulate the willingness of industrial enterprises to invest.

In recent years, Guangdong has continuously increased the proportion of rewards for technological transformation projects, expanded policy coverage, and encouraged industrial enterprises to speed up equipment renewal and technological transformation.

From January to June 2021, 5,631 enterprises in the province carried out technological transformation, completing 66.2% of the annual tasks.

At the same time, Guangdong has also set up special funds for the development of advanced manufacturing to increase investment incentives for advanced manufacturing.

　　Wu Dongwen, deputy director of the Guangdong Provincial Department of Industry and Information Technology, said that looking forward to the second half of the year, favorable factors supporting the continuous recovery of industrial investment will continue to increase, the market vitality will gradually increase, the steady investment policy will continue to exert force, and the new investment space will be further released. It is expected that Guangdong Industrial investment will maintain a stable recovery trend, but the growth momentum may be weakened, and the growth rate may show a trend of "high in the front and low in the back" under the influence of the base.

Pang Caixia

Pang Caixia