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Instituteofnext.com
Entendre la nova Xina
Alfons Cornella
ac@infonomia.com
UN VIATGE A LA NOVA XINA,
ANOTACIONS PERSONALS
El 26 de març de 2019,
TusStar Spain i l’Institut
Next van signar un
acord per col·laborar en
la construcció de ponts
entre els ecosistemes
d’innovació de la Xina i
Espanya.
6 SETMANES
A LA
NOVA XINA
UN CONTINENT
UNA CIVILITZACIÓ
UN MERCAT
1
1400 Mpax
9.6 Mkm2
nationalgeographic.com
In 1990 some 750m Chinese people lived in extreme poverty;
today fewer than 10m do.
nationalgeographic.com
PIB (nom): $14B (2N del món)
PIB (PPP): $27B (1er del món)
Bilions europeus
Trilions americans
Producte interior brut
Delta del Yangtze
(Shangai)
Delta del Riu de la Perla
(ShenZhen)
https://www.economist.com/china/2018/05/31/china-talks-
of-building-a-digital-silk-road
Reserves en moneda estrangera
2014: US$4B
2017: US$3B
(39% en bons USA)
Bilions europeus
Trilions americans
DE LA INVERSIÓ PÚBLICA
AL CONSUM COM A MOTOR
DE L’ECONOMIA
CANVI DEL
CENTRE DE GRAVETAT
ECONÒMIC DEL MÓN
(∑ lat* GDP) /
Total GDP
(∑ long * GDP) /
Total GDP
EL ROL DE LA
INVERSIÓ PÚBLICA
2
Inversió pública =
2/3 del creixement de la Xina
Projectes grans en el llarg termini
Projecte d’infrastructura
TRENS
2015:
121,000 km of railways
2018:
29,000 km of high-speed rail
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
The Guiyang–Guangzhou High-Speed Railway traverses
270 caves and 510 valleys in southwest China.
Bridges and tunnels consist of 83% of this line's total
length of 857 km.
Travel time by train between Guizhou and Guangzhou
was reduced from 20 hours to 4 hours.
CIUTATS AMB RAILS
https://en.wikipedia.org/wiki/Urban_rail_transit_in_China#/media/File:%C3%96PNV-Systeme_in_China.png
Map of cities in mainland China,
China's SARs with rapid
transit, commuter rail and light
rail systems.
The two higher-resolution maps to the
left show:
the Yangtze River Delta (YRD)
and Pearl River Delta (PRD) regions.
IN BLACK Operational systems
IN RED Under-construction systems
URBAN
RAIL TRANSIT
IN CHINA
METROS > 2010
AEROPORTS
The project had cost around $17.47 billion.
It covers an area of a million square meters;
72 million passengers are expected to travel
through the international airport in 2025.
AUTOPISTES
http://www.china-tour.cn/China-Maps/Map-of-China-Highways.htm
Pont
Hong-Kong - Macao
TRASVASSAMENTS
South–North Water Transfer Project
L’ENERGIA DE LES
EMPRESES PRIVADES
3
nio.com
https://www.economist.com/briefing/2017/09/23/chinas-
audacious-and-inventive-new-generation-of-entrepreneurs
89 UNICORNS WORTH $350B
609 BILLIONAIRES IN CHINA VS 552 IN USA
4 ONADES PRINCIPALS
haier.com
1980
1990
sf-express.com
alipay.com
2000
mi.com
2010
ACCELERADORES
DE HARDWARE
hax.co
svv.io
LA SIMBIOSI
PÚBLICO-PRIVADA
Land is cheaper than in the coast
Electricity cheaper (close hidropower)
Milder climate, easier to keep servers cool
But will it attract the high-paid people of those big-data companies?
The difficulty of finding qualified staff
Guizhoy as bigdata region
http://www.idcnova.com/html/1/59/153/702.html
ECOSISTEMA
CIÈNCIA
TECNOLOGIA
4
IMPULS A LA CIÈNCIA
MLP 2006-2021
Hacer pasar a China de "imitadora" a "innovadora", con dos hitos a destacar:
• convertirse en una "sociedad orientada a la innovación en 2020", y
• convertirse en una "superpotencia en ciencia y tecnología 2050“
• Para ello hay que aumentar hasta el 15% del total de la inversión en I+D a
la investigación básica
Se fija el objetivo de dedicar el 2.5% del PIB a la investigación y el desarrollo
para 2020. El 2012 estaba en 1,98%. En 2018 llegó al 2,15%.
Medium and Long-Term Plan for the Development
of Science and Technology
He was formerly chief operating officer
of Baidu until he stepped down in May
2018.
He has served as executive vice president
of Microsoft, leading development
of Bing, Skype, and Microsoft Office, and
software engineer and manager
for Yahoo!'s search technology division.
LES UNIVERSITATS
6 MILIONS DE LLICENCIATS
CADA ANY
EMPRENEDURIA
EN MASSA
5
PARCS I INCUBADORES
BEIJING
SHANGAI
XI’AN
CHENGDU - PIDU
EL RÈGIM 996
MICROMULTINACIONALS
ehang.com
dji.com
no-en.segway.com
ehang.com
ehang.com
elevoc.com
LA INDUSTRIA
AVANÇADA
6
AUTOMOCIÓ
https://www.jato.com/global-car-market-remains-stable-during-2018-as-
continuous-demand-for-suvs-offsets-decline-in-sales-of-compact-cars-and-mpvs/
global.geely.com
Economist.com
https://www.jato.com/global-car-market-remains-stable-during-2018-as-
continuous-demand-for-suvs-offsets-decline-in-sales-of-compact-cars-and-mpvs/
https://en.wikipedia.org/wiki/Electric_car_use_by_country#/media/File:Top_PE
V_global_markets_stock_2017_final_with_California.png
https://www.economist.com/briefing/2019/04/04/chinas-plans-for-
the-electrified-autonomous-and-shared-future-of-the-car
Economist.com
INVESTORS ARE BAIDU AND TENCENT
byd.com
byd.com
byd.com
byd.com
didiglobal.com
550 MILLION REGISTERED USERS
30 Million RIDES A DAY (UBER 15 WORLDWIDE)
BATERIES
Economist.com
catlbattery.com
ENERGIES RENOVABLES
Data on the
world's largest
solar PV
producers,
including China,
Taiwan, US,
Japan, and
Germany
IMPULS A
LA INDÚSTRIA AVANÇADA
MADE IN CHINA 2025
Pasar de la capacitación industrial de fabricar productos
simples y baratos a la de fabricar productos y servicios de
mayor valor añadido.
Ello incluye aumentar el contenido nacional chino de los
materiales básicos utilizados para fabricar los productos del 40
por ciento para 2020 y al 70 por ciento para 2025.
El plan se centra en los campos de alta tecnología, incluida la
industria farmacéutica, la industria automotriz, la industria
aeroespacial, los semiconductores, la informática y la robótica,
etc., que actualmente son competencia de empresas
extranjeras.
Inversión del Gobierno Chino de 300000 M$
comac.cc
technologyreview.com
Economist.com
https://www.economist.com/graphic-detail/2018/10/18/the-space-race-is-
dominated-by-new-contenders
ROBÒTICA
INTEL-LIGÈNCIA ARTIFICIAL
6
midea-group.com
midea-group.com
midea-group.com
midea-group.com
Number of artificial intelligence (AI) patent
applications worldwide as of March 2019, by
country
https://www.statista.com/statistics/1007944/number-of-ai-
patents-worldwide-by-country/
Economist.com
iflytek.com
toutiao.com
megvii.com
https://www.economist.com/briefing/2017/09/23/chinas-
audacious-and-inventive-new-generation-of-entrepreneurs
Economist.com
NOVA RUTA
DE LA SEDA
8
Belt And Road
https://theonebrief.com/chinas-global-ambition-balancing-
opportunities-and-risks-in-one-belt-one-road/
Chinese capital
flowing into Belt and
Road Initiative
projects surged to a
record $ 20.1 billion
in 2017.
High tech manufacturers in Chengdu,
Chongqing and Zhengzhou can now get their
products to Europe in ~15 days by rail rather
than ~45 days by sea.
MDB = Multilaterial development bank (WorldBank, etc)
OPORTUNITATS
PER A L’EMPRESA
CATALANA
9
MOLTA, MOLTA GENT
nationalgeographic.com
AGROALIMENTARI
NÍNXOLS ENORMES
SALUT
pahtg.com
MEDI AMBIENT
EFICIÈNCIA A LES CIUTATS
BENS DE CONSUM
LUXE
palomasanchez.com
TURISME
ctrip.com
CIÈNCIA BÀSICA = DRECERES
newborn.solutions
goodgut.eu
START-UP SCALE-UP
START-UP SCALE-UP
RECOMANACIONS
10
chinacheckup.com
INCOPORAR XINA
A L’AGENDA DE LES EMPRESES
EXPLORAR LA XINA
COM A PLATAFORMA
PER ESCALAR LA CIÈNCIA
I TECNOLOGIA APLICADA
LLUITAR CONTRA LA
PREVISIBLE
NEGACIÓ D’OCCIDENT
ESDEVENIR
“CHINESE BUSINESS FRIENDLY”
Instituteofnext.com

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