Every day at 10:00 a.m., the component counters at Huaqiang Electronics World promptly shift into high gear. Thousands of types of inductors, capacitors, transistors, and chips are packed into the glass display cases. Tiny as they are, these components sustain a massive supply chain spanning 1.45 square kilometers, backed by a real-time collaborative network of 115,000 market entities, 35 specialized markets, and over 1,000 solution providers. Here, the product development cycle is radically compressed: an idea takes shape in the morning, prototyping and trial production are completed in the afternoon, mass production begins the next day, and the product is ready for export within a week.

Huaqiangbei's speed has never been a triumph of individual store inventories, but a supply chain network woven from thousands of interconnected nodes. The sheer scale of Guangdong's electronic information manufacturing sector provides the most solid foundation: in 2025, the industry's value-added output grew by 7.1% year on year, revenue reached 5.75 trillion yuan, accounting for 33.1% of the national total, and categories such as electronic components, optoelectronic devices, and integrated circuits all maintained substantial growth.

As the global electronic information industry enters a challenging phase marked by both zero-sum competition for market share and technological blockades, China's "No. 1 electronics street" is undergoing a fundamental transformation. From its early days as a passive distribution hub under the "three supplies and one compensation" model, it has risen to become an active source of innovation where distribution, prototyping, and smart manufacturing are tightly interlocked. Huaqiangbei's transformation serves as a vivid microcosm of Guangdong's electronic information industry shifting from scale-based advantages to a higher-order form of competition that combines ecosystem depth, rapid responsiveness, and innovation density.

华强北重构电子信息产业的“广东速度”

每天上午10时，华强电子世界的元器件柜台准时进入高频节奏。电感、电容、三极管、芯片，成千上万种型号挤在玻璃柜里，体积微小却撑起了一条1.45平方公里的超级供应链，背后是11.5万家市场主体、35家专业市场与1000多家方案公司组成的实时协作网络。在这里，产品逻辑被彻底压缩：上午创意成形，下午打样试产，次日进入量产，一周之内即可出海。

华强北的“快”，从来不是单店库存的胜利，而是一张由数千个节点织就的供应链网络。广东电子信息制造业的体量为其提供了最厚实的底盘：2025年全行业增加值同比增长7.1%，营收达5.75万亿元，占全国比重的33.1%；电子元件、光电子器件、集成电路等品类均保持大幅增长。

当全球电子信息产业步入存量博弈与技术封锁并存的深水区，这条“中国电子第一街”正完成一场质变。从早期“三来一补”的被动集散，跃升为集散、打样、智造三环咬合的主动策源地。华强北的蝶变，恰是广东电子信息产业从规模优势向生态深度、响应速度、创新密度相结合的高阶竞争迁移的鲜活切片。

总策划｜孙璇
总统筹｜林洁 吴江 董柳
执行统筹｜孙晶 林桂炎 刘佳宁
文｜扶贝贝 孙晶 杭莹 林园
图｜曾育文 温泽广
译｜黄健新
英文审校｜曾敏