1、"Three new categories" become an important growth pole for exports
The semi-annual reports of listed companies in 2023 reflects the new features and positive changes of enterprises going global and China's foreign trade import and export. According to industry experts, from the semi-annual reports of listed companies, the growth of overseas revenue in many industries is outstanding. In particular, the new growth pole represented by the export of "three new categories", namely electric manned vehicles, lithium batteries and solar cells, is eye-catching, demonstrating the resilience of China's foreign trade development.
According to Choice, the 10 listed companies with the highest overseas revenue in the first half of the year were Lixun Precision, COSCO Haikong, Midea Group, CNOOC, Ningde Times, BYD, Bank of China, China Communications Construction, Weichai Power and China Construction. The above-mentioned companies come from transportation, household appliances, power equipment, automobiles, building decoration and other industries, reflecting the strong competitiveness of Made in China.
The statistics of the General Administration of Customs shows that in the first half of this year, the total export of "three new categories" such as electric manned vehicles, lithium batteries and solar cells in China increased by 61.6%.
According to Choice, the 10 listed companies with the largest increase in overseas revenue were Ningde Times, BYD, Lixun Precision, Weichai Power, Great Wall Motor, Sunshine Power, Jingke Energy, Longji Green Energy, Xugong Machinery and CNOOC. In terms of total overseas revenue and increment, Ningde Times, BYD and other enterprises have become the representatives of "three new categories" of exports.
According to Shanghai Stock Exchange, the export of listed companies remained stable in the first half of the year, and the export of "three new categories" was strong. Among the listed companies on the main board of Shanghai Stock Exchange, the overseas revenue of photovoltaic equipment and automobile industry increased by 40% and 33% year-on-year.
2、Industrial Internet supports the digital-real integration and the transformation of manufacturing production
In the first half of this year, the added value of manufacturing industry accounted for 27.8% of GDP. From January to August, the added value of manufacturing enterprises above designated size increased by 4.3% year-on-year, and the investment in manufacturing and high-tech manufacturing increased by 5.9% and 11.3% year-on-year, respectively.
With the strategy deepening of the integration of informatization and industrialization, the industrial ecology has been gradually improved, and a number of industrial Internet development highlands such as Beijing-Tianjin-Hebei, Yangtze River Delta and Pearl River Delta have emerged. The Development Index of Digital-real Integration of Major Cities in Yangtze River Delta (2023), which was released not long ago, builds an evaluation model of city digital-real integration from five dimensions, namely two-way integration, industry penetration, main driving force, scene innovation and ecological support. Shanghai, Hangzhou and Suzhou rank Top 3 in the index.
"Industry penetration examines the integration and application of digital technology in manufacturing, service industry, agriculture and other fields, emphasizing the depth of digital transformation and development of real industries", explained Xie Panpan, Executive Director of Beijing Jiliang Industrial Innovation Research Institute.
Regarding how to further promote the integration of digital and real development in various places, Ms. Xie suggested that it is necessary to improve the capabilities of software development and hardware productization, and carry out intelligent transformation around industrial clusters; build product-level intelligent terminals, factory-level future factories, platform-level industrial Internet, park-level digital parks, and city-level digital city scenario pilot demonstrations; improve the level of digitalization of manufacturing industry and service industry, and move from consumer Internet to industrial Internet.