第一财经

China Regional Technology Innovation Report Released: Shanghai Remains in First Place

原文:中国区域科技创新报告出炉:上海保持第一

2026 China Regional Science and Technology Innovation Report Released: Who's Leading? Who's Catching Up?

Hello everyone, I'm your financial observer. Today, we're talking about a recently released important report—the "2026 China Regional Science and Technology Innovation Evaluation Report."

This report is like a "health check-up" for China's 31 provinces. It shows that China's scientific and technological innovation is not only getting stronger overall but also exhibits clear patterns of "tiering" and "clustering." In simple terms, the top performers are becoming even more prominent, the middle tier is making progress, and the lower-tier provinces are catching up, with several major urban clusters forming a new pattern of mutual support and achievement.

Let me break down the report into five key points to help you understand the economic logic behind these trends.

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1. Overall Trend: Overall Improvement, but Increased Competition and Greater Differentiation

First, let's look at the overall numbers. In 2026, the national comprehensive science and technology innovation score was 81.13 points, an increase of 0.93 points from the previous year.

What does this mean?

It's like a class where the average score has gone up. This indicates that China's innovation environment (such as policies and funding), investment in research and development (R&D), output in patents and papers, and the ability to convert technology into economic value are all steadily improving.

However, a higher average score doesn't mean that everyone is doing equally well. The report divides the 31 regions into three tiers:

  • First Tier (Top Performers): Shanghai, Beijing, Jiangsu, Guangdong, Zhejiang, Tianjin. These six provinces are all located in the eastern coastal areas and have scores above the national average. They are the country's "innovation engines."
  • Second Tier (Mainstay Forces): Hubei, Anhui, Chongqing, Shaanxi, Sichuan, and 20 other regions. Their scores range from 50 to 81.13 points. They represent the country's core innovation forces with significant potential and are rapidly catching up.
  • Third Tier (Starting Out): Qinghai and Tibet. Their scores are below 50 points. Due to geographical, demographic, and economic constraints, their innovation levels are relatively weaker, but this doesn't mean they are unimportant; rather, their development paths may focus on leveraging unique resources or ecological technologies.

Key Points:

Of the 31 regions, 21 saw an improvement in their scores compared to the previous year. Eight regions—Xinjiang, Hubei, Fujian, Guangxi, Jilin, Anhui, Hunan, and Sichuan—made progress beyond the national average (0.93 points). This suggests that the central and western regions are becoming new growth drivers for innovation, no longer just supporting roles for the eastern regions.

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2. Leading Group: Clear Division of Labor in the Beijing-Tianjin-Hebei Triangle

Previously, we often talked about Beijing being strong, Tianjin being stable, and Hebei being weaker. But the situation has changed. The report highlights the transformation of the Beijing-Tianjin-Hebei cluster from a single-point radiation model to a coordinated one.

How is the division of labor structured?

  • Beijing (Brain + Leader): It ranks second overall but first in high-tech industries and first in the innovation environment. Beijing's R&D investment is as high as 6.58%, nearly 2.5 times the national average. This means that for every 100 yuan of GDP generated, 6.58 yuan is invested in R&D. Beijing is responsible for generating ideas, developing core technologies, and setting standards.
  • Tianjin (Manufacturing + Transformation): It ranks sixth overall and third in innovation output. Tianjin is adept at turning Beijing's ideas into products, with high efficiency in manufacturing and knowledge-intensive services.
  • Hebei (Application + Scenarios): It ranks 19th overall, but its high-tech industry score has risen by 8 places, the largest improvement in the country. Hebei's strength lies in its application scenarios and industrial foundation. The high-tech industry accounts for a large proportion of its total industrial revenue.

Interpretation: The Beijing-Tianjin-Hebei triangle no longer relies on Beijing alone; instead, it has a coordinated model where R&D happens in Beijing and Tianjin, manufacturing takes place in both cities, and applications are realized in Hebei. This regional collaboration is much more efficient than a single city working on its own.

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3. Yangtze River Delta: The Super Engine of Innovation, with Enterprises as the Main Players

If the Beijing-Tianjin-Hebei triangle is a model of collaboration, then the Yangtze River Delta is the "king of innovation vitality." The four provinces of Shanghai, Jiangsu, Zhejiang, and Anhui are still at the forefront of national innovation.

How impressive are the numbers?

  • R&D Investment: In 2024, the Yangtze River Delta invested 1,123.88 billion yuan in R&D, accounting for 30.9% of the national total. This means that for every 3 yuan invested in R&D nationwide, 1 yuan was spent in the Delta.
  • Talent Pool: The Delta has 31.8% of the country's R&D personnel, with 39 R&D professionals per 10,000 people, more than the Pearl River Delta (34).
  • Enterprise Leadership: Enterprises in the Delta account for 39.2% of national R&D activities and 32.8% of R&D spending.

Why Enterprises Matter?

Because real innovation relies on enterprises to fund and apply it. Delta enterprises not only invest heavily in R&D (1.87% of revenue) but also spend significantly on technology acquisition and improvement (27.8%).

Interpretation: The Delta's innovation model is market-driven, with enterprises as the main drivers, the government providing a supportive environment, and universities supplying talent. This healthy balance ensures that innovation quickly translates into products.

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4. Guangdong-Hong Kong-Macao Greater Bay Area: Dual-Core Drive, an Open Innovation Community

Guangdong, as the core of the Greater Bay Area, also performs exceptionally well, ranking fourth overall, with top scores in both innovation investment and innovation-driven development.

What are its strategies?

  • Dual-Core Collaboration: Guangzhou and Shenzhen support each other, with Shenzhen excelling in R&D and hardware manufacturing, and Guangzhou in commerce, education, and comprehensive services.
  • Corridor Effect: The region spreads innovation resources to surrounding cities through the "Guangzhou-Shenzhen-Hong Kong" and "Guangzhou-Zhuhai-Macao" corridors.
  • Open Innovation: Guangdong's proximity to Hong Kong and Macao gives it international advantages. It is building an open regional innovation community, leveraging both domestic and global resources.

Interpretation: Guangdong's strength lies in its openness and focus on practical innovation that drives economic growth and industrial upgrading.

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5. Dark Horses and Concerns: Who's Making Progress? Who's Falling Behind?

In addition to the leading clusters, the report highlights changes in rankings that reflect the dynamic competition in innovation:

  • Progressive Dark Horses: Anhui rose one place to eighth, attracting many universities and research institutions from Beijing and Shanghai. Hefei is known for its strong investment in quantum computing and new energy vehicles.
  • Inner Mongolia, Henan, Xinjiang: All rose one place, with Inner Mongolia focusing on green energy technology, Henan transitioning from a labor-exporting province to one that attracts talent and upgrades its manufacturing, and Xinjiang increasing investment in innovative agriculture, energy, and the Belt and Road initiatives.
  • Falling Back Regions: Shanxi dropped two places due to its reliance on coal and neglect of innovation and emerging industries. Liaoning and Chongqing also fell, facing issues with outdated industrial structures and talent loss.

Interpretation:

Innovation is a long-term effort, not a short sprint. These changes remind us that there are no permanent leaders; only those who continuously evolve remain so. Regions like Shanxi and Liaoning need to accelerate structural reforms and shift resources to high-tech and high-value-added industries. Regions like Anhui and Xinjiang must maintain their momentum to avoid being temporary successes.

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Summary and Outlook

The 2026 report sends several key messages:

1. Innovation is a collective effort, not a solitary effort. The success of regions like the Beijing-Tianjin-Hebei, Yangtze River Delta, and Guangdong-Hong Kong-Macao Greater Bay Area relies on regional collaboration.

2. Enterprises are the main drivers of innovation. The Delta's model shows that only when enterprises are willing to invest and innovate can technology be effectively transformed into productivity.

3. The central and western regions are rising, indicating that innovation is spreading from the coast to inland, narrowing the regional gap, though it still exists.

4. Transformation is urgent. For resource-dependent and traditional industrial provinces, innovation is not just a bonus but a necessity for survival.

Implications for Individuals:

If you're considering career or investment opportunities, pay attention to regions with high innovation scores and rising rankings, such as Anhui, Hubei, Sichuan, and Guangdong. These areas offer more opportunities, greater talent demand, and broader industrial prospects. Be cautious, however, of regions with declining rankings and single-industry structures.

Innovation ultimately aims to improve our lives and make the economy more sustainable. This report serves as a summary of the past and a roadmap for the future.