On February 5, 2025, Guangdong Province issued the "2025 Action Plan for Building a Modern Industrial System in Guangdong Province" (hereinafter referred to as the "Action Plan") to accelerate the construction of a modern industrial system with Guangdong's characteristic advantages through the implementation of 8 major actions and 26 work measures.

The Action Plan calls for R&D projects to be launched in key areas such as humanoid robots, low-altitude economy, and commercial aerospace. In 2025, Guangdong Province will arrange 1,500 key construction projects in the province, with an annual planned investment of 1 trillion yuan. Listed companies in many fields such as humanoid robots and integrated circuits are expected to benefit.

Source: photo.com

Guangdong Province issued the "Action Plan" to research and develop key areas such as humanoid robots

The Action Plan focuses on the implementation of 8 major actions and 26 work measures, including the action of strengthening the foundation of scientific and technological innovation, the action of cultivating and optimizing industrial clusters, the action of empowering digital and intelligent technology, the action of regional coordination and coordination, the action of industrial opening and cooperation, the action of introducing and nurturing high-quality enterprises, the action of promoting quality brand, and the action of guaranteeing resource elements, so as to accelerate the construction of a modern industrial system with Guangdong's characteristic advantages.

The "Action Plan" points out that it is necessary to strengthen the research of key core technologies, actively implement the action plan for the high-quality development of key industrial chains in the manufacturing industry, build a whole-process innovation chain, and promote the technical research and application of the whole chain. It is necessary to thoroughly implement major scientific and technological projects such as "Guangdong Strong Core", "Bright Action", core software research, and automotive chip application traction project, and make breakthroughs in key materials, devices, software, and equipment. It is necessary to speed up the launch of R&D projects in key areas such as humanoid robots, low-altitude economy, and commercial aerospace.

At the same time, the "Action Plan" stated that it is necessary to develop new technology and new product application scenarios. Build a real-time online "application scenario release hall" in the Guangdong-Hong Kong-Macao Greater Bay Area, strengthen the promotion of application scenarios and the docking of supply and demand, and plan to implement a number of major application scenario innovation demonstration projects. Establish a "sandbox" working mechanism for application scenario innovation, and use no less than 100 new technologies and products for the first time.

Ai Xuefeng, director of the Guangdong Provincial Development and Reform Commission, said when interpreting the "Action Plan", the "Action Plan" is committed to promoting scientific and technological innovation, achievement transformation, project construction, enterprise introduction, ecological optimization and other work in key industries, and accelerating the cultivation and strengthening of a number of key industrial clusters.   

Ai Xuefeng said that in 2025, Guangdong Province will arrange 1,500 key construction projects in the province, with an annual planned investment of 1 trillion yuan. Among them, the number of industrial projects accounted for 50%, including 380 industrial projects in five categories, including new generation information technology, biology, high-end equipment manufacturing, new materials, petrochemical and steel, with an annual investment of 165.8 billion yuan.

Wang Weizhong, governor of Guangdong Province, said that in 2024, the total economic output of Guangdong Province will exceed 14 trillion yuan, the number of high-tech enterprises will reach 77,000, and the scale of manufacturing industry will account for 1/8 of the country, forming a new generation of electronic information, green petrochemicals, automobiles and other 8 trillion-yuan industrial clusters, and the regional innovation ability will rank first in the country for 8 consecutive years. Through the implementation of the Action Plan, 20 strategic industrial clusters will be consolidated and upgraded, the chain will be further strengthened, the chain will be strengthened, the chain will be extended, more leading enterprises of 100 billion yuan and 10 billion yuan will be cultivated, and more trillion-yuan and 100-billion-yuan industrial clusters will be created.

Wang Weizhong said that the output of new energy vehicles in Guangdong Province accounts for 1/4 of the country, the output of industrial robots accounts for half of the country, the output of smart phones accounts for more than 4 percent of the country, and the scale of artificial intelligence and low-altitude economic industries accounts for about 3 percent of the country. Guangdong Province should seize the opportunity and look ahead, further strengthen the supply of source technology and application scenario innovation, accelerate the development and expansion of emerging industries and future industries, especially seize the two major fields of artificial intelligence and robotics to concentrate on the two major fields, seize the opportunity, and create an important position for the development of new quality productivity.

Humanoid robots, integrated circuits and other fields were mentioned

The "Action Plan" requires that the main position of enterprise innovation should be strengthened, and the experience and practice of Shenzhen's "6 90%" should be promoted, that is, more than 90% of innovative enterprises are local enterprises, and more than 90% of R&D institutions, R&D personnel, R&D funds, service invention patents, and invention patents for major scientific and technological projects are concentrated in enterprises, and the proportion of enterprises leading and participating in the provincial R&D plans and major special projects is not less than 90%.

The "Action Plan" points out that it is necessary to cultivate and expand emerging industries such as integrated circuit industry, new energy automobile industry, low-altitude economic industry, biomedical industry, new energy storage industry, new energy industry, etc., and at the same time, forward-looking layout includes future industries including intelligent robot industry, biomanufacturing industry, commercial aerospace industry, quantum technology industry, etc.   

Among them, in terms of the intelligent robot industry, the "Action Plan" stated that it is necessary to vigorously develop embodied intelligent robots such as humanoid robots, accelerate breakthroughs in machine brains, robot limbs, machine bodies and key core components, and actively promote the innovation of intelligent robot application scenarios. Build a provincial embodied intelligent robot innovation center with high standards, and introduce and cultivate 3 to 5 unicorn enterprises and technology-based leading enterprises.

According to the statistics of Choice Financial Terminal, 18 of the 73 listed companies involved in the concept of humanoid robots are from Guangdong Province, including Leisai Intelligent (002979. SZ), Amperon (301413. SZ), Zhaowei Electromechanical (003021. SZ), Changying Precision (300115. SZ), Lingyi Intelligent Manufacturing (002600. SZ), Fenda Technology (002681. SZ), Obi Zhongguang (688322. SH) and so on.

Take Leisai Intelligence as an example. Leisai Intelligent is one of the leading enterprises in the field of intelligent equipment motion control in China, providing stable, reliable, and high-quality-price motion control core components and system-level solutions for tens of thousands of intelligent equipment manufacturing enterprises at home and abroad. The main products of Leisai Intelligent include servo system, stepping system, control technology products, which are widely used in lithium battery equipment, semiconductor equipment, robots and other fields.

As early as December 2023, Leisai Intelligent said at the investor exchange event that the company has long paid attention to potential business opportunities such as the field of humanoid robots, and after in-depth research and analysis, the field of humanoid robots has become one of the important directions for the company's future business development.

Leisai Intelligent said that the company has continued to cultivate the robot industry since 2018, and by the end of 2023, it has successfully developed core products such as high-density frameless torque motors, CD servo drives, hollow encoders, coreless motors and supporting micro servo systems.

In November 2024, Leisai Intelligent signed the "Project Investment Agreement" with the Management Committee of Dongguan Binhaiwan New Area, and Leisai Intelligent plans to invest no less than 500 million yuan to build the South China Regional Headquarters of Leisai Intelligent and the R&D and Intelligent Manufacturing Base of Humanoid Robot Core Components in Dongguan Binhaiwan New Area, which is used for the R&D, production and sales of core components of intelligent equipment and humanoid robots.   

In terms of the integrated circuit industry, the "Action Plan" requires that China Resources Micro (688396. SH), Shenzhen Founder Microelectronics Co., Ltd., Yuexin Semiconductor Technology Co., Ltd., Guangzhou Zengxin Technology Co., Ltd. and other major projects construction and production capacity "climbing", make up for the shortcomings of integrated circuit manufacturing, advanced packaging and testing, vigorously develop the materials and equipment industry, plan to build an optical chip industry innovation platform, and build the "third pole" of integrated circuits in the country.

CR Micro's main business includes the design, production and sales of power semiconductors, digital-analog hybrid, intelligent sensors and intelligent control products, and can provide customers with manufacturing services such as open wafer manufacturing, packaging and testing. The downstream terminal applications of CR Micro's products and solutions mainly focus on four major fields: pan-new energy field, consumer electronics, industrial equipment, and communication equipment.