During China's "two sessions," the announcement that "the new energy industry has become Guangdong's ninth trillion-yuan industry cluster" attracted widespread attention. As China’s leading economic province, what will be Guangdong's next trillion-yuan industry cluster?
At present, Guangdong's nine trillion-yuan industry clusters include: next-generation electronic information, modern light industry and textiles, advanced materials, green petrochemicals, modern agriculture and food, smart home appliances, software and information services, automobiles, and new energy.
"The new energy industry is still at version 2.0," said Li Changdong, President of Guangdong Brunp Recycling Technology Co., Ltd., using an analogy to explain his concept of "versioning" in the new energy industry.
According to Li Changdong, if the 1.0 version of the new energy industry was the market for small batteries used in mobile phones, laptops, and computers, then the transition to the electric vehicle sector could be considered version 2.0. The key breakthrough for version 3.0 will be advancements in new energy storage technologies, potentially scaling the market to a magnitude greater than it is today.
What will be the next trillion-yuan industry? Li Changdong predicts that in the long term, new energy storage could be the 3.0 version of the new energy industry. "The energy storage market could be an order of magnitude larger than the current new energy industry. And in the future field of intelligent connected flying cars, if each of us owns a flying car, the demand for batteries will be even greater—this would mark the 4.0 version of the new energy industry."
He Xiaopeng, Chairman of Guangzhou Xiaopeng Motors Technology Co., Ltd., believes that Guangdong has many potential trillion-yuan industry clusters in the future. "For example, the chip industry is a massive market, and robots—including industrial robots—could also become a trillion-yuan industry in the next decade."
"The future trillion-yuan industry clusters will certainly be scenario-driven, whether it's flying cars,autonomous driving, humanoid robots, or industrial robots," said Wu Fengli, Chairman and President of Guangdong Topstar Technology Co., Ltd. He added that Topstar is now planning to collaborate with leading China AI model companies to upgrade robots from merely "capable of working" to "competent at working," aiming to develop the most "process-savvy" intelligent robots.
According to reports, by 2025, Guangdong will coordinate the development of traditional, emerging, and future industries, and improve its modern industrial system based on local conditions. The province aims to foster three to four additional trillion-yuan industry clusters in areas such as ultra-high-definition display, new energy, and digital creativity, establishing a number of world-class advanced manufacturing clusters. Additionally, Guangdong will explore new economic growth points in emerging sectors such as AI, low-altitude economy, commercial space, biomanufacturing, and yacht manufacturing, with the goal of cultivating four to five emerging industry clusters exceeding 500 billion yuan.
As the "World's Capital of Displays," Guangzhou ranks first in China in display panel production capacity. Research indicates that the Pearl River Delta has become one of the four major hubs for high-quality development in China's display industry, with Shenzhen and Guangzhou among China's top ten cities for high-quality growth in this sector.
全国两会期间，“新能源产业成为广东第九个万亿级的产业集群”这一消息，引发广泛关注。作为中国经济第一大省，广东下一个万亿级产业集群会是谁？
目前，广东的9个万亿级产业集群分别是：新一代电子信息产业集群、现代轻工纺织产业集群、先进材料产业集群、绿色石化产业集群、现代农业与食品产业集群、智能家电产业集群、软件及信息服务业产业集群、汽车产业集群、新能源产业集群。
“新能源产业现在还是2.0版本。”广东邦普循环科技有限公司总裁李长东打了个形象的比方，提出新能源产业“版本论”。
在李长东看来，如果说新能源产业1.0版本是手机、笔记本、电脑这些小型电池的市场，那么转到新能源汽车领域，可以理解为2.0版本。而到了3.0版本，新型储能技术突破将成关键跃升，市场可能会比目前大一个数量级。
下一个万亿级产业会是谁？李长东预测，如果看远景的话，新型储能可能会是新能源产业3.0的版本，“储能市场规模或比当前新能源产业大一个数量级”；“而在飞行汽车智能网联这一未来领域，如果我们每一个人都有一台可以飞的汽车，那时候需要的电池会更大，那就是新能源产业4.0版本。”
在广东小鹏汽车科技有限公司董事长何小鹏看来，广东（未来的）万亿产业集群还有很多，像芯片就是巨大市场，包括工业机器人在内的机器人在下一个十年也可能成为万亿级。
“未来万亿级产业集群一定是跟场景相关，无论是飞行汽车、智能驾驶、人形机器人还是工业机器人。”广东拓斯达科技股份有限公司董事长兼总裁吴丰礼说，拓斯达现在计划与国内大模型公司合作，推动机器人从过去的“能干活”到未来的“会干活”，争取成为“最懂工艺”的智能机器人。
据悉，2025年广东将统筹发展传统、新兴、未来产业，因地制宜完善现代化产业体系，其中包括着力在超高清视频显示、新能源、数字创意等领域培育新增三到四个万亿级产业集群，打造一批世界级先进制造业集群。在人工智能、低空经济、商业航天、生物制造、游艇等新兴领域深入挖掘新的经济增长点，力争培育四到五个超五千亿元级新兴产业集群。
作为“世界显示之都”，广州显示面板产能全国第一。相关研究表明珠三角已经成为我国显示产业高质量发展四大集聚区之一，深圳、广州则位居中国显示产业高质量发展十大城市。