Recently, Guangdong Province officially issued the "Implementation Plan for Promoting Capacity Expansion and Quality Improvement in the Service Industry in Guangdong Province" (hereinafter referred to as the "Implementation Plan"). This landmark document not only sets the ambitious goal of "surpassing 11 trillion yuan in added value by 2030" for Guangdong's service industry, but also puts forward highly forward-looking and hardcore plans at the infrastructure level.

This time, Guangdong is not just shouting slogans, but has actually put forward real money and "construction blueprints." To support this 11 trillion yuan service industry project, Guangdong has decided to make computing power networks, 6G communications, and AI intelligent agents the three foundations of its "new infrastructure." This means that the future of Guangdong's service industry will be a "digital intelligence" surge driven by cutting-edge technology.

| Anchored at the 11 trillion target: The service industry must be "reborn"

The "Implementation Plan" clearly states that by 2030, the added value of the province's service industry should exceed 11 trillion yuan. This is not just an expansion of scale, but also a leap in quality.

Guangdong will promote the extension of producer services toward specialization and the high end of the value chain, while upgrading lifestyle services toward high quality and diversification.

Through the "four modernizations" of digitalization, standardization, integration, and internationalization, Guangdong is reshaping the underlying logic of the entire service industry, completely moving the traditional service sector away from its extensive model and moving toward modernization.

| Dual Driving Forces of Computing Power and 6G: Seizing the Commanding Heights of "Space, Earth, and Sea."

为了夯实数字底座，广东在信息基础设施上选择了“适度超前”的战略。

一方面，广东将加快建设全国一体化算力网络粤港澳大湾区枢纽，大力发展边缘计算，打造“云边端”协同算力服务体系。另一方面，广东明确提出前瞻布局6G技术与卫星互联网，组建6G产业创新发展联盟。

未来的广东，将依托具身智能、智能网联汽车、低空经济和海洋经济等特色场景，率先构建起“空天地海”一体化的通信网络先发优势。

| AI Comprehensive Empowerment: Intelligent Remodeling Business Model

If computing power and 6G are the backbone, then artificial intelligence is the soul of service industry upgrades. The "Implementation Plan" proposes to promote the comprehensive, full-time, high-level application of AI in commercial circulation, transportation, finance, cultural tourism, and livelihood services.

Notably, Guangdong will build a "service industry vertical intelligent agent development platform" to comprehensively reshape service models and business models by strengthening computing power, algorithms, and data foundations, and promoting intelligent iterative upgrades across the entire process.

Kingtech Perspective | Focusing on the Greater Bay Area's "New Infrastructure" and "AI+" Main Themes

Guangdong has clearly proposed building a computing power hub in the Greater Bay Area and proactively planning for 6G, which will directly drive orders across related industrial chains. Edge computing, satellite internet, and 6G communication equipment will become high-prosperity sectors in the coming years.

Companies focused on the low-altitude economy and marine economy

The rollout of 6G and satellite internet heavily depends on scenarios such as embodied intelligence and the low-altitude economy. It is recommended to focus on "water sellers" companies that provide communication modules, edge computing nodes, and underlying hardware support for these cutting-edge scenarios.

Deploying a vertical intelligent agent ecosystem of "AI + Service Industry."

With the establishment of the "service industry vertical field intelligent agent development platform," AI will accelerate commercialization and monetization in commerce, cultural tourism, finance, and other scenarios. Software service providers with industry know-how and the ability to provide vertical agent solutions will see a huge incremental market.

Guangdong's "Implementation Plan" essentially uses the most hardcore technologies (6G, computing power, AI) to restructure the largest industry (service sector). When "AI agents" truly integrate into every service scenario, those companies that take the lead in completing digital and intelligent transformation will enjoy the richest profits in the 11 trillion yuan market.