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Uniquely Competitive North Carolina Emerges as Key 2024 Battleground_我的网站

金陵十三钗

一 |     杭州日报讯 上月召开的富阳区委二届十次全会,吹响了“主攻先进制造、建设创新富阳”的奋进号角。这不仅是对省市“415X”“296X”先进制造业集群战略部署的坚定回应,更是这个工业大区向着“在杭州打造创新活力之城中挺起富阳‘腰部’担当”这一历史使命发起的全力冲刺。

二 | 上半年,富阳规上工业总产值增长17.8%,规上工业增加值增长7.9%,均创下近三年最高增速。更为关键的看点是,先进制造聚链成群、项目引育量质并举、创新驱动持续加速的态势越发鲜明——“集光机智生”(集成电路、光电激光、具身智能机器人、智能装备、生物医药)五大新兴产业规模达318亿元,增长22.6%;制造业投资增长27.7%,在全市百亿级区县中位列第二,占固定资产投资近40%;落地亿元以上制造业项目45个,实现“全年任务半年完成”;国家重点研发计划实现“零的突破”,前沿新材料入选省未来产业先导区专项激励攻坚名单,成功举办“幸会杭州·机汇富春”具身智能供需对接会。    

RALEIGH, N.C. – The 2024 election promises to feature several major battlegrounds, but for sheer breadth of competitive contests, North Carolina next year will be hard to beat.
It starts with the presidential race. Recent presidential contests in North Carolina have been close: In 2020, Donald Trump won North Carolina by about 74,000 votes out of more than 5.5 million cast. Experts expect a competitive race again in 2024.
In addition, a newly empowered GOP majority on the North Carolina Supreme Court is poised to redraw the congressional map to benefit Republicans, producing the possibility of competitive races.
Meanwhile, the parties will fiercely contest both chambers of the legislature, which the GOP currently controls by narrow supermajorities, thanks to a Democrat-to-Republican party-switcher in the state House earlier this year. That party switch, by state Rep. Tricia Cotham, now enables Republicans to enact a strongly conservative agenda over the vetoes of Democratic Gov. Roy Cooper if they wish.
Cooper, for his part, is term-limited, teeing up a knock-down, drag-out contest to succeed him, likely between Democratic Attorney General Josh Stein and Republican Lt. Gov. Mark Robinson.
And that isn’t it for falling dominoes: The decisions by Stein and Robinson to seek the governorship leave their old offices of attorney general and lieutenant governor up for grabs in 2024, joining the GOP-held offices of state treasurer and labor commissioner as open-seat contests. The Democratic-held offices of secretary of state and auditor and the Republican-held offices of schools superintendent, insurance commissioner and agriculture commissioner will also be contested in 2024, with varying degrees of competitiveness.
In other words, in 2024, North Carolina will be one of the centers of the political universe – important in part because it’s a uniquely competitive state.
“There’s no telling who will win in 2024, but I’d bet half-court tickets to the UNC-Duke game that it will be close and North Carolina will retain its title as the definition of ‘purple,’” says Chris Cooper, a Western Carolina University political scientist (and no relation to the governor).
In recent years, North Carolina has mostly hosted close statewide races. During the 2020 and 2022 elections, North Carolina held 16 federal and state races for statewide office – and no candidate in any of them won more than 54% of the vote.
In addition, unlike most states in this highly polarized age, North Carolina has elected a thorough mix of Democrats and Republicans to statewide executive offices, which suggests that voters in the state – or at least a crucial subset of them – are willing to split their tickets.
The Republicans have done best in Senate and presidential contests. In those races, the GOP has kept a consistent – if modest – edge. It’s been a decade and a half since a Democrat has won one of those races. The last to win were Kay Hagan for Senate and Barack Obama for president, both of them way back in 2008.
“North Carolina has proved to be a purple state, but not necessarily a swing state,” says Cooper, the political scientist. “The statewide outcomes have been among the closest in the country, but Republicans have found themselves just on the winning side of the razor’s edge for presidential and Senate elections.”
The most intriguing contrast one can draw for North Carolina is with one of its neighbors to the south. Could North Carolina follow Georgia’s path in voting blue for Senate and presidential elections?
For the better part of two decades, Georgia, like North Carolina, had voted consistently Republican in key federal races – until 2020. That year, Democrats Jon Ossoff and Raphael Warnock won uphill, and narrow, victories for Senate seats, while Biden was winning the state in the presidential race. In 2022, Warnock won another close election to a full six-year term.
In an era when urban areas have grown bluer by the year, Georgia has seen its major metro area – Atlanta – steadily move toward the Democrats. In 2000, metro Atlanta backed Republican George W. Bush by 4 points. By 2020, the Atlanta metro area backed Biden by 28 points, a whopping 32-point shift.
North Carolina’s biggest metro areas saw a similar pattern.
North Carolina’s Raleigh-Durham metro area backed Gore in 2000 by less than a point. Two decades later, Biden won it by 26 points. The state’s most populous county, Wake County (which includes Raleigh and Cary), favored Bush in 2000 by about a point, but backed Biden by 27.
Similar patterns held in the North Carolina portion of the Charlotte metro area. In 2000, Bush won the Charlotte metro area by 18 points. But by 2020, Biden won the region by 4 points – a 22-point shift. The state’s second largest county, Mecklenburg County (which includes Charlotte), voted for Bush by almost 3 points in 2000 but Biden by a massive 36 points.
Such shifts helped the Democrats narrow the statewide gap substantially in North Carolina. In 2000, Bush defeated Gore statewide by 13 points, whereas Trump defeated Biden by about 1 point.
But these shifts weren’t enough to tip the state to the Democrats in the presidential race. A big reason why: Raleigh-Durham and Charlotte don’t have as large a footprint in North Carolina as metro Atlanta does in Georgia.
In 2020, Atlanta’s metro counties accounted for just shy of a majority of votes cast in Georgia – 49%, up from 46% in 2000. So even as outlying Georgia was growing redder – backing Bush by 19 and Trump by 26 – Democrats were able to turn a 12-point statewide loss by Al Gore in 2000 into a narrow victory for Biden in 2020.
By contrast, the Raleigh-Durham and Charlotte metro areas account for a minority of the state’s voters, growing from 36% of the votes cast in 2000 to 42% in 2020.
In other words, in North Carolina, the Democratic gains in the two big metro areas were nearly canceled out by the large and growing GOP margins elsewhere.
“North Carolina has the second most rural voters in the country after Texas, so running up the score in Raleigh-Durham and Charlotte won't get you victory the way Atlanta does in Georgia,” says Cooper, the political scientist. “There’s been a massive Republican gain in rural areas”
Over the next quarter-century, Wake and Mecklenburg counties are projected to grow dramatically faster in population than most other North Carolina counties, according to calculations by the state’s Board of Science, Technology & Innovation. Over the long term, this could make the state bluer.
But for now, North Carolina’s political balance of power belongs in the hands of “countrypolitan" counties, a term coined by Mac McCorkle, a longtime North Carolina consultant who now teaches at Duke University's Sanford School of Public Policy, and Rachel Salzberg.
These 28 counties sit within the economic and commuting orbit of North Carolina’s metro areas, but they’re located on the outlying edge, and they lack the racial diversity, college attainment levels and higher incomes that increasingly align with voting Democratic.
By McCorkle’s and Salzberg’s calculations, “countrypolitan” counties backed Trump in 2020 by a gaping 63%-36% margin, and collectively they provided Trump with about 50% more raw votes than North Carolina’s 50 most rural counties did.
That’s a major reason why Republicans have remained modestly ahead in North Carolina, at least in high-profile federal races, experts say.
To do well in North Carolina, says Western Carolina’s Cooper, “Democrats don’t have to win the rural vote, but they have to avoid getting pummeled.”
This is the goal of Anderson Clayton, the newly installed head of the state Democratic Party. At 25, Clayton, an Appalachian State University graduate, is the youngest state Democratic chairman in the nation.
“One of the things that I think that I learned from being on national campaigns is that a lot of times the national party is not looking at rural places like they should be,” Anderson told an audience in Union County, according to The Washington Post. “They’re looking at it as a place of a problem. And for me, I got really frustrated with that. It was part of the thing that called me home.”
This advice doesn’t just hold for presidential and Senate races, political observers say. It will also help determine whether Democrats can stay competitive in North Carolina’s state-level offices or whether Republicans start running away with them.
Since the dawn of the 20th century, North Carolina has elected only three Republican governors – one for a term in the 1970s, one for two terms in the 1980s and 1990s, and one for a term in the 2010s.
Historically, the successful Democratic model for winning North Carolina gubernatorial races has been to nominate a candidate who can win in metro areas but who hails from less populated regions of the state and connects with voters there. A good example is the current governor, who helped his family farm tobacco while growing up.
But the pool of potential Democratic candidates from more rural areas “has dried up,” says Rob Schofield, the editor of the online publication NC Newsline. Lining up Democratic candidates to run everywhere, as Clayton seeks to do, will be challenging.
“That counts on people running even if they know they will lose and be sacrificed, which is a hard sell,” says Ferrel Guillory, an emeritus professor of political science at the University of North Carolina.
In any case, the likely 2024 Democratic gubernatorial nominee, Stein, is set to break his party’s historic mold. Stein, a former legislator who has won two terms as attorney general, grew up in Chapel Hill, home of the University of North Carolina, and earned his undergraduate degree from Dartmouth and a law degree and a master’s of public affairs from Harvard.
Meanwhile, Stein’s potential Republican opponent also represents departure from past Republican gubernatorial candidates, who have tended to be economic conservatives from metro areas: Robinson is an outspoken social conservative who has flirted with conspiracy theories, ranging from the moon landing to crisis actors in school shootings.
Robinson doesn’t have a clear path to the nomination. In the primary, he faces state Treasurer Dale Folwell, former Congressman Mark Walker, former legislator Andy Wells and retired health executive Jesse Thomas. But he’s considered the front-runner, due to a strong core of support in a state where, by law, 30% plus one is enough to win a primary.
If the race comes down to Stein and Robinson, as conventional wisdom suggests, “it will be an epic and titanic battle that will be bitterly divided and deeply polarizing,” says Michael Bitzer, a professor of politics and history at Catawba College. “Probably the most expensive gubernatorial race in the nation for next year, and it may break state records.”
One unknown for now is how the Republican supermajority flexes its expanded policy muscle.
After years of opposition, the GOP legislature in March passed legislation to expand Medicaid under the Affordable Care Act, and Cooper quickly signed it. But after Cotham’s party switch produced a supermajority, Republicans sidestepped Cooper’s veto and passed a 12-week abortion ban, which is being challenged in court.
Passage of the abortion ban could energize Democrats, as it has in other purple and even red states. This could be exacerbated if the GOP passes other laws popular with the party’s socially conservative base but unpopular among moderates. Robinson’s candidacy, too, risks scaring off Republican moderates.
“When the Republicans moved to find some way to accept Medicaid expansion, to me that reflected that, wow, these guys may be understanding their rough edges,” McCorkle says in an interview. “Then the abortion law happens and then Robinson happens. That could explode things.”
John Hood, president of the John William Pope Foundation, a grant-making foundation, says he believes Republicans in the legislature are “realistic.”
“They recognize that either Stein will be governor or Robinson will be governor, and they don’t trust either,” Hood says.
Ultimately, the noise from the presidential race, especially if Trump is the GOP nominee, could drown out everything else down-ballot.
“The national networks and media may be so consumed by the presidential election that state issues may not affect the public’s mind,” Guillory says.

三 | 地处杭州城西科创大走廊、城东智造大走廊、西部绿色发展大走廊“三廊联动”的枢纽,富阳正从蓄力起势迈向加快成势的新征程。而这场蝶变的核心密码,就藏在“创新”与“制造”的深度融合之中。破立之间 再造一个造纸产业规模从“中国白板纸基地”到“浙江光谷·富春芯城”,江南过去十年的转型史,是一段关于“归零”与“重构”的壮阔叙事。2016年以来,富阳累计关停淘汰造纸企业千余家,腾出发展空间近万亩。这场“腾笼换鸟”曾让富阳减少了约三分之一的工业产值,但也彻底告别了高污染、高能耗的旧模式。如今,这片土地正被“芯”光重新点亮。

四 | 在滨富特别合作区,总投资400亿元的富芯半导体一期项目正加速产能爬坡,成为全省高端模拟芯片制造的标杆。与此同时,芯云海半导体实现满产,百亿级投资项目芯光半导体加快建设,富阳区集成电路及高端装备产业基地、富春芯城集成电路智造基地相继落地。上半年,全区集成电路及核心配套产业规模达53.43亿元,同比增长154%,已超2025年全年的49.6亿元。曾经造纸产业归零的阵痛,正在被“再造一个造纸产业规模”的雄心所替代——根据《富阳区集成电路产业发展行动计划(2026—2028年)》,到2028年,集成电路及核心配套产业总规模超过300亿元,累计固定资产投资达到350亿元,规上企业总数翻番达到80家,集聚创新型人才5000人以上,累计带动就业超2万人。平台聚能 打通“从1到100”的转化通道如果说“造芯”代表了富阳产业硬实力的回归,那么五大创新平台则构成了其面向未来的软实力护城河。富阳深知,主攻先进制造,不能只做简单的产业转移承接,必须让科技创新成为产业的“发动机”。杭州光机所、西湖大学光电研究院、浙工大富阳研究院、杭电富云人工智能产业研究院、浙江中医药大学富阳研究院五大创新平台,分别对应当地“集光机智生”五大新兴产业。这种精准匹配,让每一家机构的科研成果都能在 “家门口” 完成转化,也让每一个产业化的现实需求,都能在最短半径内找到合作伙伴。杭州光机所入选工信部首批卓越级孵化器(全省唯一),浙江中医药大学富阳研究院实现国家重点研发计划“零的突破”,西湖大学光电研究院建成了全国首条光电芯片特色工艺线。“我们把这叫作‘深耕两个一公里’。

五 | ”西湖大学光电研究院副院长李西军说,“从‘0到1’的科技创新和‘1到100’的产业放大,这条开放式的工艺线,就是为了让实验室的成果能快速在产线上跑通、跑顺。”正是这种“追着产业跑”的科研模式,让富阳拥有了承接杭州主城区“研发溢出”的足够底气。上半年,五大创新平台已落地孵化转化项目79个,“3+N”产业基金累计撬动社会资本超300亿元,“研发在主城、创新转化在富阳” 的协同体系渐入佳境。企业突围 传统与新兴的交响创新生态的沃土之上,企业作为市场主体的活力正被充分激发。传统巨头跨界抢滩。深耕汽车零部件多年的金固股份,凭借自研的高强度阿凡达铌微合金材料,成功叩开具身智能的大门。其生产的机器人核心结构件已批量供应国内头部机器人厂商。“精度要求比汽车零部件高出2到3倍,但我们的材料成本更低、更环保。”金固股份具身智能事业部相关负责人表示,企业正从 “结构件供货商”向“关节模组核心部件商” 稳步迈进。硬核科技突围“卡脖子”。在杭州富春湾新城,海拓创新副总经理吴超华仅用半年时间,就带领团队将售价数十万元的静电卡盘打入10家芯片厂。这款半导体刻蚀设备的核心部件曾长期被海外垄断。

六 | “国产化没有捷径,只有持续深耕。”吴超华说。而富加镓业的突破更令人振奋——作为全球唯一掌握12英寸氧化镓单晶制备技术的企业,其近期与芯长征集团签约,发力第四代半导体全链条产业化,这标志着富阳在新材料领域已站上世界前沿。“小产品”闯出大世界。通力机械深耕千斤顶细分领域30年,从贴牌代工走向自主品牌。包括全球首台锂电液千斤顶在内的五大品类、数千种规格的液压千斤顶及配套产品,深度绑定奔驰、沃尔沃等汽车巨头,服务博世、史丹利、实耐宝等全球500强知名品牌,生动诠释了“小赛道也能跑出大企业”的实业精神。还有,展晖科技全栈自研的工业、四足、人形机器人控制系统,攻克多项行业关键技术,处于国产机器人技术前沿;永通智造科技实现从高纯合成石英沉积至烧结的全工序产品覆盖,成为光通信产业链上游关键配套企业;泰林生命科学研发的集菌培养器,在第二十四届世界制药原料中国展暨第十九届世界制药机械、包装设备与材料中国展上摘得“精工智造奖”;三方控制阀凭借自主研发的核级关键控制阀设备,深度参与并有力支撑了“华龙一号”核心装备的国产化进程……路径笃定 以硬核姿态挺起“腰部”富阳区委二届十次全会提出,坚定将先进制造业作为创新富阳主攻方向,并明确了深耕科技孵化转化、深化区域协同创新、推进教科人一体改革等八大“路径打法”,加快构建传统产业做强、新兴产业成群、未来产业布局的产业体系,实现创新与产业双向赋能。富阳将开展“人工智能+”专项行动,在银湖科技城打造AIOPC社区,目前已有110家企业入驻。高效运行“1+2+2+X”招商体系,着力引进一批链主型补链型项目,确保每年落地亿元以上重大产业项目50个以上。富阳通过金桥汽车电子产业基地等实践,打破传统建设周期,推行“单体验收、分期验收”,将38个月工期压缩至20个月,让企业“签约即入驻、入驻即投产”。这种对效率的极致追求,正是富阳打造 “无事不扰、有求必应” 营商环境品牌的生动注脚。回望这十年,很多富阳人称之为 “深蹲期”。蹲下,是为了跳得更高。全区上下正将抓创新成为工作习惯,锚定先进制造业主攻方向,坚定信心、久久为功,真正走出一条富阳特色的创新之路,让“富春山居图”成为全省高质量发展建设共同富裕示范区最可及、最鲜活的现实画卷。

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