As the carrier and support of industrial development, industrial parks are very important for cultivating industrial chains and building industrial clusters. What are the new changes in Shanghai Industrial Park?

The "2023 Shanghai Industrial Park Market Development and Outlook White Paper" (hereinafter referred to as the "White Paper") released by Jones Lang LaSalle on the 24th shows that in the past two years, integrated circuits, life sciences, artificial intelligence, new energy vehicles, and games The industry's new leasing demand in the Shanghai Industrial Park reached nearly 70%, promoting Shanghai to lead the country in advantageous industries.

Yao Yao, director of the China Research Department of Jones Lang LaSalle, told China Business News that as the three leading industries in Shanghai, integrated circuits, biomedicine and artificial intelligence have always received policy support, and have gradually released the market in the strategic transformation of innovation and development. Demand has developed into a pillar industry in the Shanghai Industrial Park. At the same time, the new energy automobile industry has become the emerging demand driving force of Shanghai Industrial Park by virtue of its rich industrial "long chain", as well as the huge terminal market demand shown by the game industry and its industry compound potential.

Shanghai Park is moving towards the stage of "characteristic industry"

In the critical period of economic structural transformation, the innovation drive continues to deepen, and the industrial agglomeration effect of industrial parks and the ecology of science and technology are increasing. At present, Shanghai Park is moving towards the stage of "characteristic industry.

from 2020 to 2022, Shanghai will launch a total of 53 characteristic industrial parks, involving Shanghai's leading industries such as integrated circuits, biomedicine and artificial intelligence, with a total space scale of 200 square kilometers, nearly 40 square kilometers of industrial land and 29 million square meters of property. "As of the end of 2022, the total industrial output value of the regulated industrial enterprises in the Shanghai Characteristic Industrial Park has achieved 830 billion billion yuan, a comparable increase of 2.2 percent, accounting for 19% of the city's regulated industrial output value." Ding Xingyi, director of the Industrial Park and Structural Adjustment Division of the Shanghai Economic and Information Commission, introduced earlier.

He said that at present, Shanghai's industrial parks dominated by manufacturing and producer services are divided into three categories: development zones, industrial bases and district-level industrial parks. In 2022, the Shanghai Industrial Park achieved a total industrial output value of 3282.8 billion yuan, accounting for 81% of the city's regulated industries; the total industrial output value of 13 industrial parks including the International Automobile City, Jinqiao Development Zone and Songjiang Economic Development Zone exceeded 100 billion yuan.

Innovation-driven industrial development. With the advancement of technology, high-end industries gradually reflect the characteristics of long industrial chains and high technological content. These characteristics are more significant in the above five industries, especially strategic emerging industries.

Ding Ting, director of the East China Research Department of Jones Lang LaSalle, told reporters that while the industrial agglomeration effect of the industrial park has intensified, the characteristics of long industrial chain and high technology content have become more prominent. This makes the boundaries between different industries gradually blurred, and the mutual penetration and intersection between industries are also increasing.

taking the integrated circuit industry chain as an example, in the upstream, the high-end manufacturing and raw material fields supported by basic technology include EDA tools, core production equipment and raw material production and manufacturing links; In the middle reaches, it represents the main field of the industrial chain and covers the development links from IC design, manufacturing to sealing and testing installation. In the downstream, the application scenarios are very extensive, it mainly includes automotive electronics, artificial intelligence, consumer electronics, medical equipment, photovoltaic intelligence and other fields.

The frequent linkage of enterprises in the chain makes integrated circuit enterprises more inclined to cluster location. Under the leading role of leading enterprises in the industry, Zhangjiang, Caohejing and Jinqiao have formed a nationally renowned integrated circuit industry highland. The white paper shows that in the proportion of tenants in Shanghai Industrial Park, the proportion of integrated circuit tenants reached 7.5. Zhangjiang has a Shanghai integrated circuit R & D center and design center. In addition to the layout and location of self-use enterprises, the rental area of integrated circuit enterprises in the core area of Zhangjiang accounts for nearly 15%.

Dai Weimin, founder, chairman and president of Xinyuan Co., Ltd. (688521.SH), once told First Finance and Economics that because their business model is to provide design services, in this case, it is inseparable from the ecology of Zhangjiang integrated circuits. There are not only packaging, testing and manufacturing, but also the largest number of design companies. The service should cooperate closely with the design company and communicate frequently, even if it is not very good to run from Puxi to Pudong. Zhangjiang cluster effect is relatively good, especially in recent years, the role is very obvious.

smart microelectronics CEO Zhu min also explained the role of professional industrial parks in the development of integrated circuits. for example, in the traditional sense, the air conditioner in office buildings is not 24 hours a day, and it is usually turned off at 8 p.m. while their company's computers have central cluster servers and cannot be shut down at night. once the air conditioner is shut down, the company's solid-state hard disk will be damaged. If you talk to other non-professional park properties that need 24-hour air conditioning, it is not easy for people to understand. Moreover, some large-scale equipment of the company also has requirements for the load-bearing capacity of each floor. However, these problems will not occur in the Shanghai Integrated Circuit Design Industrial Park in Zhangjiang, because these are not the needs of an enterprise, and every household has these needs.

According to the white paper, the common factors considered by tenants in industrial parks from a traditional perspective include: rental costs, policy subsidies, delivery standards, catering facilities, and transportation accessibility. With the development of industrial upgrading, enterprises in the park pay more and more attention to the allocation of industrial resources and production factors in physical space.

Featured Park Three-Year Plan

At the recent executive meeting of the Shanghai Municipal Government, it agreed in principle to the "Shanghai Characteristic Industrial Park High-quality Development Action Plan (2024-2026)" and pointed out that the characteristic industrial park is an important engine for Shanghai to strengthen the leading function of high-end industries. It is necessary to increase the concentration of enterprises, accelerate the introduction and cultivation of a number of leading enterprises, chain main enterprises and hard-core technology enterprises, and drive the development of upstream and downstream industries. It is necessary to increase innovation leadership, guide all districts to focus on characteristic leading industries, deepen the "one park, one special", strengthen the forward-looking layout of new tracks and future industries, and better cultivate the "nuclear explosion point" of innovation and development ".

Shanghai's characteristic industrial parks are also strengthening their support for advantageous industries.

Just during the 2023 Shanghai International Biopharmaceutical Industry Week, Jinshan District, one of the city's first batch of 26 characteristic industrial parks, the location of the "Shanghai Bay Area Biopharmaceutical Port", issued the latest policy. According to the newly issued "Jinshan District Accelerating the Promotion of" Implementation Opinions on the High-quality Development of the Bio-manufacturing Industry ", Jinshan District will focus on the Kechuang City in the above Bay, highlighting key areas, high-tech Zone, carbon Valley, the formation of" one city, one port, one bay, one garden, one valley "and other" one core and multiple points "industrial layout.

earlier, on September 24, at the 15th anniversary of the development and construction of Lingang Blue Bay and the high-quality development conference of the park, 11 "Lingang Blue Bay high-quality development projects" were signed, involving a total project demand of more than 120000 square meters. Life Blue Bay has become an important part of the "1+5 + X" characteristic industrial layout of Shanghai biomedicine. It has undertaken 40% of the new biomedical projects in Shanghai in recent years. It has gathered more than 150 biomedical enterprises and institutions, and the investment amount of contracted projects exceeds 60 billion yuan.

For future development and investment priorities, the white paper shows that according to the results of the questionnaire survey, investors still have enthusiasm for investment in the Shanghai Industrial Park even under short-term market pressure. Among the investors interviewed, more than 70% of investment institutions have deployed the Shanghai Industrial Park market, and 89% of investors will make additional investments or consider acquiring industrial park properties in the next three years.

Ding Ting added that with deeper cross-integration between industries, new types of industries are expected to emerge from innovation. At the same time, this integration will also provide more development opportunities for the transformation and upgrading of traditional industries. "In the future, the trend of compounding the upstream technical industry and the downstream market with broad application scenarios and areas favored by capital may continue to deepen. The future linkage between industries has more room for imagination, for example, the compounding of game companies and brain-computer interface technology, and the combination of traditional retail and smart materials."