Shanghai layout Metaverse and other new track promotion rules announced at the end of June

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After more than half a month of full resumption of work and production, Shanghai has stepped up efforts to accelerate the implementation of investment in major industrial projects.

At the “2022 Shanghai Global Investment Promotion Conference and the Launching Ceremony of the ‘Chaoyong Pujiang’ Investment Shanghai Global Sharing Season” held on June 16, Shanghai signed a series of official announcements and started construction of a number of blockbuster projects with a total investment of over 720 billion yuan. At the same time, it also announced that it will focus on the four “new tracks” of the Metaverse, green and low-carbon, intelligent terminals, and digital economy, and announced the corresponding investment promotion plan.

According to the plan, by 2025, the scale of Shanghai Metaverse’s industry will exceed 350 billion yuan, the scale of intelligent terminal industry will exceed 700 billion yuan, and the scale of green and low-carbon industries will exceed 500 billion yuan. However, the reporter of “China Business News” learned from the Shanghai Economic and Information Commission that the above-mentioned four “new tracks” only put forward preliminary goals and directions, and the specific promotion rules will not be announced to the public until the end of June this year.

“New track” becomes the biggest feature

“One of the biggest features of this year’s Global Investment Promotion Conference is the release of four ‘new track’ investment promotion plans.” Xu Ming, director of the Industrial Investment Division of the Shanghai Municipal Commission of Economy and Information Technology, said that from 2021, Shanghai will start planning Metaverse, The layout of green and low-carbon, smart terminals and the “new track” of the digital economy, the release of these plans is also to take the lead in these “new tracks”.

The reporter learned that in the development of the “new track” of the digital economy, the plan proposes that Shanghai should focus on key areas such as new digital industries, new data elements, new digital infrastructure, and new smart terminals to deeply apply big data, cloud computing, Internet of Things, New technologies such as blockchain, promote industrial digitization and digital industrialization, and strengthen the collaborative linkage of key elements such as data, technology, enterprises, and space carriers. By 2025, Shanghai’s “International Digital Capital” will form a basic framework system.

The Metaverse is an important platform for the interaction between the virtual world and the real society in the future, and the post-epidemic era will give birth to the vigorous development of this industry. At present, Shanghai has massive data resources and rich application scenarios, and is also the “first city with dual gigabit broadband” in the country. The Metaverse Promotion Plan proposes that Shanghai should aim at key directions such as Metaverse’s cutting-edge technologies, interactive terminals, and digital tools, fully stimulate demand traction, and initiate the establishment of a 10-billion-dollar Metaverse “New Track” industrial fund.

The smart terminal promotion plan proposes that, as the hardware carrier of the digital economy, Shanghai should focus on the development of six major terminal products, including smart new energy vehicles, smart robots, virtual reality interactive terminals, smart wearables, and smart homes, and consolidate both hardware and software. A large basic support system, introducing and cultivating more than 50 “hidden champions”, “little giants” and “specialized and special new” enterprises, supporting enterprises to innovate and make breakthroughs in a number of key basic technologies such as core chips and basic software, and develop consumer terminal explosions , leading enterprise building and other special actions to form 100 core fist products.

In addition to the “new track”, Shanghai will continue to launch characteristic industrial parks this year, which will focus on the development carrier of the “new track”.

For example, two characteristic parks will be launched in the field of digital economy: Shuzhi Nanda (referring to Shuzhi Nanda Industrial Park in Baoshan District) will rely on industrial clusters such as Chinasoft and Tencent, focus on the development of new online economic industries, and create a benchmark and leading area for the digital industry. A pilot demonstration area for digital cities; G60 Songjiang Xinchuang Industrial Park relies on the advantages of the Science and Technology Innovation Corridor to build innovation engines such as Xinchuang mass-creation space, innovation and entrepreneurship platform, and project incubation, focusing on creating a four-in-one “software, hardware, ecology, and service” Xinchuang Industrial Base.

In the field of Metaverse, two characteristic parks will also be launched: Caohejing Yuanchuang (referring to Caohejing Yuanchuang Future Metaverse Industrial Innovation Park in Xuhui District). In the future, relying on the advantages of large institutes, leading enterprises and functional platforms, it will focus on promoting breakthroughs in core technologies, Innovation and demonstration will accelerate the application and create a highland for the development of the Metaverse industry; Zhangjiang Digital Chain (referring to the Zhangjiang Metaverse Digital Chain Industrial Base) will focus on the five major sectors of linking, interaction, computing, tools and ecology, focusing on the development of Metaverse technology research and development, data services, Digital creativity, enabling applications and other key areas.

Drive the upstream and downstream of the industrial chain

On the Metaverse Track, Shanghai also proposed to build 10 leading companies with international competitiveness, 100 “specialized and new” companies with core technologies, 50+ demonstration application scenarios, and 100+ benchmarking products and services.

Regarding Shanghai’s plan to enter the Metaverse Circuit, Che Jiawei, an analyst at Yiou Consulting, said: “From a fundamental point of view, Shanghai still wants to demonstrate nationwide first, no matter what the Shanghai government does or not, the Metaverse Circuit It’s all a focus of development at this stage.”

Che Jiawei further pointed out that interactive hardware, operating systems, immersive content, etc. are all the development focus of the Metaverse Track at the current stage. The strength and impact of support cannot be accurately judged at present.

Wang Xiaolong, research director of Xinmou, was deeply touched by the idea of ​​”supporting enterprises to achieve innovative breakthroughs in a number of key basic technologies such as core chips and basic software” proposed in the intelligent terminal solution: “At this time, we will find chips and terminals. The relationship is no longer what it used to be. Now the supply chain, especially the chip, has become more important. At this time, it can be said that we can do the downstream better when we master the upstream. , and now it may be the other way around.”

Wang Xiaolong said that the Pearl River Delta has more advantages in doing downstream application solutions, and Shanghai’s advantage in developing smart terminals lies in the core chip design and the development of basic software related to chips.

“Emerging smart terminal products have not yet reached full maturity, so their display degree is very important. Shanghai must have a higher degree of display than Guangzhou, Shenzhen and other Pearl River Delta cities, and it is also more international, so in this regard , these new things are developed in Shanghai and firstly applied in Shanghai, so they can gain higher visibility and exposure, an advantage that only Beijing and Shanghai have.” Wang Xiaolong said.

Wang Shuyi, chief analyst of Discovery Technology, also believes that only when the terminal is active can the industry chain come alive. Shanghai has laid out a complete integrated circuit industry chain before this. If it can be combined with downstream applications, it will have a great impact. effect.

“Traditionally, Shanghai is mainly based on automobiles or some high-end equipment manufacturing, and consumer-level smart terminals are not as active as the Pearl River Delta.” Wang Shuyi said that if Shanghai is determined to vigorously develop smart terminals, both upstream and downstream will be affected. benefit.

At the same time, in terms of the digital economy, Wang Shuyi pointed out: “From the perspective of short-term upgrading of the entire industry, only a few areas such as Shanghai are suitable for the comprehensive development of the digital economy, because these cities are very complete in terms of talents, infrastructure, and industrial facilities. He also said that the added value of the digital economy is relatively high and the pollution is relatively small, which is in line with the direction of industrial transformation and upgrading.

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