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CNInterpretation of Shanghai's specialization and new application policy
1. Shanghai's latest policy orientation for specialization and innovation from 2025 to 2027
In December 2024, the Shanghai City Economic and Information Technology Commission officially released the "Three-Year Action Plan for the Cultivation of Specialized, Specialized and New Enterprises in Shanghai City (2025-2027)". This is a programmatic document for the cultivation of specialized, specialized and new enterprises in Shanghai in the next three years. It clarifies the cultivation goals, key directions and supporting measures. Enterprises must have a deep understanding of these policy orientations before applying in order to better match the application requirements.
The first is the adjustment of cultivation goals. The plan clearly states that by 2027, the total number of municipal-level specialized, special and new enterprises in the city will exceed 15000, of which 3000 are national-level specialized, special and new small giant enterprises, and the number of specialized, special and new "individual champions" enterprises has reached 100. This goal is a significant improvement compared with the previous three-year plan, which means that Shanghai's specialized, specialized and new application window will continue to be open in the next three years, and the review standards will be appropriately tilted towards enterprises that meet the direction of key industries while maintaining a rigorous basis., is a good opportunity for the majority of small and medium-sized enterprises.
Secondly, the clarification of key cultivation industries. In the next three years, Shanghai will focus on supporting enterprises in six major fields to apply for specialization and innovation, namely, the three leading industries of integrated circuits, biomedicine, and artificial intelligence, as well as high-end equipment manufacturing, new energy vehicles, Six high-end industries of new materials, energy conservation and environmental protection, life and health, and digital creativity. For enterprises in these fields, there will be appropriate policy tilt when applying, and the scoring weights will be tilted towards indicators such as technological innovation and industrial driving. If the enterprise belongs to these key areas, as long as the basic conditions meet the standards, the application success rate will be much higher than that of the general industry.
Finally, it supports the upgrading of policies. In the next three years, Shanghai will increase its support for specialized, specialized and new enterprises from multiple dimensions such as finance, finance, talent, land, and market. In terms of finance, newly identified municipal-level specialized, special and new enterprises will be rewarded up to 200,000 yuan, and newly identified national-level specialized, special and new small giant enterprises will be rewarded up to 500,000 yuan; In terms of finance, banks will be encouraged to establish specialized, special and new special credit products, launch unsecured, low-interest credit loans, and support the listing and financing of specialized, special and new enterprises; In terms of talent, support will be provided to core talents of specialized, special and new enterprises in settlement, housing subsidies, and children's enrollment.; In terms of market, government procurement will give priority to specialized and innovative enterprises to help enterprises expand market channels. The release of these policy dividends can effectively reduce the operating costs of enterprises and enhance the development space of enterprises.
2. Specific conditions and scoring standards for Shanghai's specialization and new application
Many companies do not know much about the application conditions and scoring standards for specialization, specialization, and innovation. In fact, the identification standards for specialization, specialization, and innovation in Shanghai City are very clear. They are mainly divided into two parts: basic conditions and scoring indicators. Enterprises only need to prepare against the standards. You can clearly judge whether you meet the application requirements.
The first is the basic conditions. All applying companies must meet these rigid requirements, otherwise they will not be able to enter the review process. The basic conditions include four aspects: first, the enterprise is registered in Shanghai, has independent legal personality, and has been established for more than 2 years; second, the operating income in the previous year is not less than 10 million yuan, or the main business income in the past two years. The average growth rate is not less than 5%; third, the enterprise has not been included in the list of persons subject to breach of trust, and there have been no major safety, quality, environmental pollution accidents, and no major tax violations in the past three years; Fourth, enterprises belong to the industrial fields supported by the state and do not belong to the elimination category. These basic conditions are hard thresholds. If a company does not meet any of them, it will not declare for the time being and prepare until the conditions are met.
After meeting the basic conditions, enterprises need to conduct a comprehensive evaluation through scoring indicators. The total score is 100 points. Enterprises with scores above 60 points can be identified as municipal specialized and new enterprises. The scoring indicators are divided into four dimensions, namely, the degree of specialization, the degree of refinement, the degree of specialization and the degree of novelty, with each dimension accounting for 25 points.
The degree of specialization indicator mainly examines the market position of the company in segmented fields, including the company's main business proportion, segmented market share, and participation in industry standards for leading products. If a company's main business income accounts for more than 70% of total revenue, its market share in the segment field ranks among the top 10 in Shanghai or the top 50 in the country, or has participated in the formulation of industry standards, you can get a higher score.
The degree of refinement indicators mainly examine the enterprise's operation and management level, including the enterprise's digital transformation level, quality management system certification, brand building, etc. If a company has achieved digitalization of production, manufacturing, operation management, passed quality management system certifications such as ISO9001, and has its own registered trademark and brand, it can get corresponding scores.
The degree of specialization indicator mainly examines the characteristic advantages of an enterprise's products or services, including whether the enterprise's products are characteristic resources and characteristic processes, whether they have obtained relevant characteristic product certification, and whether they provide supporting products or services to key enterprises. If a company's products have unique technical advantages, provide supporting facilities for leading enterprises in the industry, or have been recognized as "Specialized, Special and New Products" by Shanghai City, you can get a higher score.
The novelty degree indicator mainly examines the innovation ability of the enterprise, including the proportion of the enterprise's R & D investment, the number of intellectual property rights, the proportion of R & D personnel, and the proportion of new product sales revenue. If a company's R & D investment accounts for more than 3% of operating income and has at least 1 invention patent or more than 5 utility model patents and software copyrights, R & D personnel account for more than 10%, and new product sales revenue account for more than 20%. Above, the score in this dimension will be higher.
Enterprises can compare these scoring standards and give themselves a score. If the score is above 60, they can prepare to apply; if the score is between 50 and 60, they can make targeted improvements, such as increasing intellectual property reserves and standardizing R & D expenses will be collected, etc., and then declared after the improvement; if the score is below 50, it is recommended to cultivate it for a period of time and wait until the conditions are ripe before applying. The Shanghai Representative Office of the China Small and Medium-sized Enterprises Association can provide free scoring and diagnosis services for enterprises to help them identify existing gaps and formulate improvement plans.
3. Differences and matters needing attention in the application of specialization, special and new products by various districts and counties in Shanghai
There are certain differences in the application policies for specialization, specialization, and innovation in different districts and counties in Shanghai. Enterprises must understand the specific requirements of the districts and counties before applying in order to better prepare materials and improve the success rate of application.
The first is the difference in application time. Although the application time at the Shanghai City level is uniform, the submission deadline for materials in each district and county will be 7 to 15 days earlier than that at the city level. Enterprises must prepare materials in advance according to the requirements of the district and county where they are located. Don't miss the submission time. For example, Pudong New District will generally be 10 days earlier than the city deadline, Yangpu District will generally be 7 days earlier, enterprises should timely pay attention to the district and county economic and information committee notice.
Secondly, there are differences in subsidy policies. Different districts and counties have different subsidy standards for newly identified specialized, specialized and new enterprises. For example, Pudong New District gives 200,000 yuan subsidy to newly recognized municipal specialized and special new enterprises and 500,000 yuan subsidy to national small giants; Xuhui District gives 150,000 yuan subsidy to municipal specialized and special innovation, and 400,000 yuan subsidy to national small giants; Minhang District gives 100,000 yuan subsidy to municipal specialized and special innovation, and 300,000 yuan subsidy to national small giants. There are also some districts and counties that also provide additional subsidies for R & D investment and digital transformation of specialized and new enterprises. Enterprises can apply for relevant subsidies according to the policies of the districts and counties where they are located.
Finally, there are differences in cultivation priorities. Different districts and counties have different industrial positioning, and the cultivation priorities of specialization, specialization, and innovation are also different. For example, Pudong New District focuses on supporting hard-core industries such as integrated circuits, biomedicine, and artificial intelligence; Yangpu District focuses on supporting science and technology-oriented small and micro enterprises and modern service industries; Jiading District focuses on supporting the automobile industry and high-end equipment manufacturing; and Songjiang District focuses on supporting intelligent manufacturing and new materials. In the application materials, enterprises can combine the industrial positioning of the district or county where they are located, highlight their own industrial advantages, and make it easier to obtain recognition from review experts.
4. Practical process and material preparation for specialized, special and new application
Shanghai's specialized, specialized and new application implements online application. The specific process is divided into the following steps, and enterprises can gradually prepare according to the process.
The first step is to register and log in. Enterprises need to log in to the Shanghai City Enterprise Service Cloud Platform, register an account, and improve the basic information of the enterprise. If the company has already registered on the platform, it can log in directly without having to register twice.
The second step is to fill in the application information, fill in the company's basic situation, business situation, research and development situation, product situation and other information according to the system's prompts, and upload relevant supporting materials. The materials that need to be uploaded mainly include: a copy of the company's business license, financial audit reports for the past two years, special audit reports on R & D expenses, intellectual property certificates, quality management system certification certificates, product sales contracts, R & D project certification materials, etc. All uploaded materials need to be stamped with the official seal of the company to ensure authenticity and effectiveness.
The third step is to submit it for review. After the enterprise fills in all the information and uploads all the materials, it will submit it to the Economic and Information Commission of the district or county where it is located for preliminary review. The district and county economic and information committees generally complete the preliminary review within 15 working days. If the materials are incomplete or do not meet the requirements, they will be returned to the enterprise for revision. The enterprise needs to submit them again within the specified time after completing the revision.
The fourth step is municipal review. After the district and county pass the preliminary review, the materials will be submitted to the Municipal Economic and Information Technology Commission for review. The Municipal Economic and Information Technology Commission will organize experts to conduct a comprehensive review of the enterprise's application materials and conduct on-site verification if necessary. If the enterprise needs to supplement materials during the review process, it will be notified through the system. The enterprise must pay attention to the system information in a timely manner and supplement relevant materials within the specified time.
The fifth step is to publicize the identification. After the review is passed, the Municipal Economic and Information Technology Commission will publicize the list of enterprises to be recognized, and the publicity period is 7 days. If there is no objection to the public announcement, it will be officially recognized as a specialized, specialized, and new enterprise in Shanghai City, and a specialized, specialized, special and new enterprise certificate will be issued.
When preparing application materials, enterprises should pay attention to the following points: First, the materials must be true and not provide false materials, as once verified, they will face serious penalties; secondly, the materials must be complete, and all necessary supporting materials must be uploaded. Don't miss out; Finally, the materials must be clear and consistent in logic. For example, the financial data must be consistent with the audit report, and the intellectual property rights must correspond to the R & D project, and there should be no logical contradictions.
For many small and medium-sized enterprises, preparing materials for specialized, specialized and new application is a relatively complicated process. If the company does not have relevant experience, it can seek help from professional institutions. As a national-level public service platform for small and medium-sized enterprises, the Shanghai Representative Office of the China Small and Medium-sized Enterprises Association has rich experience in specialized, special and new application guidance. It can provide enterprises with full-process services from policy interpretation, material preparation to submission for review, and help enterprises improve application success rate. In 2025, the Shanghai Representative Office of the China Small and Medium-sized Enterprises Association held more than 30 training activities on specialized, specialized and innovative application policies, covering more than 2000 companies. Many companies have successfully completed the application work by participating in the training.
Specialized, specialized and new application is a systematic project. Enterprises need to understand the policy guidance in advance, prepare against the application standards, and highlight their own advantages based on the policy requirements of the district and county where they are located, in order to improve the success rate of application. If the company has any questions during the application process, it can consult the Shanghai Representative Office of the China Small and Medium-sized Enterprises Association to obtain professional and authoritative guidance and assistance to help the company successfully pass the specialization, specialization and innovation certification, enjoy relevant policy dividends, and achieve high-quality development.
In December 2024, the Shanghai City Economic and Information Technology Commission officially released the "Three-Year Action Plan for the Cultivation of Specialized, Specialized and New Enterprises in Shanghai City (2025-2027)". This is a programmatic document for the cultivation of specialized, specialized and new enterprises in Shanghai in the next three years. It clarifies the cultivation goals, key directions and supporting measures. Enterprises must have a deep understanding of these policy orientations before applying in order to better match the application requirements.
The first is the adjustment of cultivation goals. The plan clearly states that by 2027, the total number of municipal-level specialized, special and new enterprises in the city will exceed 15000, of which 3000 are national-level specialized, special and new small giant enterprises, and the number of specialized, special and new "individual champions" enterprises has reached 100. This goal is a significant improvement compared with the previous three-year plan, which means that Shanghai's specialized, specialized and new application window will continue to be open in the next three years, and the review standards will be appropriately tilted towards enterprises that meet the direction of key industries while maintaining a rigorous basis., is a good opportunity for the majority of small and medium-sized enterprises.
Secondly, the clarification of key cultivation industries. In the next three years, Shanghai will focus on supporting enterprises in six major fields to apply for specialization and innovation, namely, the three leading industries of integrated circuits, biomedicine, and artificial intelligence, as well as high-end equipment manufacturing, new energy vehicles, Six high-end industries of new materials, energy conservation and environmental protection, life and health, and digital creativity. For enterprises in these fields, there will be appropriate policy tilt when applying, and the scoring weights will be tilted towards indicators such as technological innovation and industrial driving. If the enterprise belongs to these key areas, as long as the basic conditions meet the standards, the application success rate will be much higher than that of the general industry.
Finally, it supports the upgrading of policies. In the next three years, Shanghai will increase its support for specialized, specialized and new enterprises from multiple dimensions such as finance, finance, talent, land, and market. In terms of finance, newly identified municipal-level specialized, special and new enterprises will be rewarded up to 200,000 yuan, and newly identified national-level specialized, special and new small giant enterprises will be rewarded up to 500,000 yuan; In terms of finance, banks will be encouraged to establish specialized, special and new special credit products, launch unsecured, low-interest credit loans, and support the listing and financing of specialized, special and new enterprises; In terms of talent, support will be provided to core talents of specialized, special and new enterprises in settlement, housing subsidies, and children's enrollment.; In terms of market, government procurement will give priority to specialized and innovative enterprises to help enterprises expand market channels. The release of these policy dividends can effectively reduce the operating costs of enterprises and enhance the development space of enterprises.
2. Specific conditions and scoring standards for Shanghai's specialization and new application
Many companies do not know much about the application conditions and scoring standards for specialization, specialization, and innovation. In fact, the identification standards for specialization, specialization, and innovation in Shanghai City are very clear. They are mainly divided into two parts: basic conditions and scoring indicators. Enterprises only need to prepare against the standards. You can clearly judge whether you meet the application requirements.
The first is the basic conditions. All applying companies must meet these rigid requirements, otherwise they will not be able to enter the review process. The basic conditions include four aspects: first, the enterprise is registered in Shanghai, has independent legal personality, and has been established for more than 2 years; second, the operating income in the previous year is not less than 10 million yuan, or the main business income in the past two years. The average growth rate is not less than 5%; third, the enterprise has not been included in the list of persons subject to breach of trust, and there have been no major safety, quality, environmental pollution accidents, and no major tax violations in the past three years; Fourth, enterprises belong to the industrial fields supported by the state and do not belong to the elimination category. These basic conditions are hard thresholds. If a company does not meet any of them, it will not declare for the time being and prepare until the conditions are met.
After meeting the basic conditions, enterprises need to conduct a comprehensive evaluation through scoring indicators. The total score is 100 points. Enterprises with scores above 60 points can be identified as municipal specialized and new enterprises. The scoring indicators are divided into four dimensions, namely, the degree of specialization, the degree of refinement, the degree of specialization and the degree of novelty, with each dimension accounting for 25 points.
The degree of specialization indicator mainly examines the market position of the company in segmented fields, including the company's main business proportion, segmented market share, and participation in industry standards for leading products. If a company's main business income accounts for more than 70% of total revenue, its market share in the segment field ranks among the top 10 in Shanghai or the top 50 in the country, or has participated in the formulation of industry standards, you can get a higher score.
The degree of refinement indicators mainly examine the enterprise's operation and management level, including the enterprise's digital transformation level, quality management system certification, brand building, etc. If a company has achieved digitalization of production, manufacturing, operation management, passed quality management system certifications such as ISO9001, and has its own registered trademark and brand, it can get corresponding scores.
The degree of specialization indicator mainly examines the characteristic advantages of an enterprise's products or services, including whether the enterprise's products are characteristic resources and characteristic processes, whether they have obtained relevant characteristic product certification, and whether they provide supporting products or services to key enterprises. If a company's products have unique technical advantages, provide supporting facilities for leading enterprises in the industry, or have been recognized as "Specialized, Special and New Products" by Shanghai City, you can get a higher score.
The novelty degree indicator mainly examines the innovation ability of the enterprise, including the proportion of the enterprise's R & D investment, the number of intellectual property rights, the proportion of R & D personnel, and the proportion of new product sales revenue. If a company's R & D investment accounts for more than 3% of operating income and has at least 1 invention patent or more than 5 utility model patents and software copyrights, R & D personnel account for more than 10%, and new product sales revenue account for more than 20%. Above, the score in this dimension will be higher.
Enterprises can compare these scoring standards and give themselves a score. If the score is above 60, they can prepare to apply; if the score is between 50 and 60, they can make targeted improvements, such as increasing intellectual property reserves and standardizing R & D expenses will be collected, etc., and then declared after the improvement; if the score is below 50, it is recommended to cultivate it for a period of time and wait until the conditions are ripe before applying. The Shanghai Representative Office of the China Small and Medium-sized Enterprises Association can provide free scoring and diagnosis services for enterprises to help them identify existing gaps and formulate improvement plans.
3. Differences and matters needing attention in the application of specialization, special and new products by various districts and counties in Shanghai
There are certain differences in the application policies for specialization, specialization, and innovation in different districts and counties in Shanghai. Enterprises must understand the specific requirements of the districts and counties before applying in order to better prepare materials and improve the success rate of application.
The first is the difference in application time. Although the application time at the Shanghai City level is uniform, the submission deadline for materials in each district and county will be 7 to 15 days earlier than that at the city level. Enterprises must prepare materials in advance according to the requirements of the district and county where they are located. Don't miss the submission time. For example, Pudong New District will generally be 10 days earlier than the city deadline, Yangpu District will generally be 7 days earlier, enterprises should timely pay attention to the district and county economic and information committee notice.
Secondly, there are differences in subsidy policies. Different districts and counties have different subsidy standards for newly identified specialized, specialized and new enterprises. For example, Pudong New District gives 200,000 yuan subsidy to newly recognized municipal specialized and special new enterprises and 500,000 yuan subsidy to national small giants; Xuhui District gives 150,000 yuan subsidy to municipal specialized and special innovation, and 400,000 yuan subsidy to national small giants; Minhang District gives 100,000 yuan subsidy to municipal specialized and special innovation, and 300,000 yuan subsidy to national small giants. There are also some districts and counties that also provide additional subsidies for R & D investment and digital transformation of specialized and new enterprises. Enterprises can apply for relevant subsidies according to the policies of the districts and counties where they are located.
Finally, there are differences in cultivation priorities. Different districts and counties have different industrial positioning, and the cultivation priorities of specialization, specialization, and innovation are also different. For example, Pudong New District focuses on supporting hard-core industries such as integrated circuits, biomedicine, and artificial intelligence; Yangpu District focuses on supporting science and technology-oriented small and micro enterprises and modern service industries; Jiading District focuses on supporting the automobile industry and high-end equipment manufacturing; and Songjiang District focuses on supporting intelligent manufacturing and new materials. In the application materials, enterprises can combine the industrial positioning of the district or county where they are located, highlight their own industrial advantages, and make it easier to obtain recognition from review experts.
4. Practical process and material preparation for specialized, special and new application
Shanghai's specialized, specialized and new application implements online application. The specific process is divided into the following steps, and enterprises can gradually prepare according to the process.
The first step is to register and log in. Enterprises need to log in to the Shanghai City Enterprise Service Cloud Platform, register an account, and improve the basic information of the enterprise. If the company has already registered on the platform, it can log in directly without having to register twice.
The second step is to fill in the application information, fill in the company's basic situation, business situation, research and development situation, product situation and other information according to the system's prompts, and upload relevant supporting materials. The materials that need to be uploaded mainly include: a copy of the company's business license, financial audit reports for the past two years, special audit reports on R & D expenses, intellectual property certificates, quality management system certification certificates, product sales contracts, R & D project certification materials, etc. All uploaded materials need to be stamped with the official seal of the company to ensure authenticity and effectiveness.
The third step is to submit it for review. After the enterprise fills in all the information and uploads all the materials, it will submit it to the Economic and Information Commission of the district or county where it is located for preliminary review. The district and county economic and information committees generally complete the preliminary review within 15 working days. If the materials are incomplete or do not meet the requirements, they will be returned to the enterprise for revision. The enterprise needs to submit them again within the specified time after completing the revision.
The fourth step is municipal review. After the district and county pass the preliminary review, the materials will be submitted to the Municipal Economic and Information Technology Commission for review. The Municipal Economic and Information Technology Commission will organize experts to conduct a comprehensive review of the enterprise's application materials and conduct on-site verification if necessary. If the enterprise needs to supplement materials during the review process, it will be notified through the system. The enterprise must pay attention to the system information in a timely manner and supplement relevant materials within the specified time.
The fifth step is to publicize the identification. After the review is passed, the Municipal Economic and Information Technology Commission will publicize the list of enterprises to be recognized, and the publicity period is 7 days. If there is no objection to the public announcement, it will be officially recognized as a specialized, specialized, and new enterprise in Shanghai City, and a specialized, specialized, special and new enterprise certificate will be issued.
When preparing application materials, enterprises should pay attention to the following points: First, the materials must be true and not provide false materials, as once verified, they will face serious penalties; secondly, the materials must be complete, and all necessary supporting materials must be uploaded. Don't miss out; Finally, the materials must be clear and consistent in logic. For example, the financial data must be consistent with the audit report, and the intellectual property rights must correspond to the R & D project, and there should be no logical contradictions.
For many small and medium-sized enterprises, preparing materials for specialized, specialized and new application is a relatively complicated process. If the company does not have relevant experience, it can seek help from professional institutions. As a national-level public service platform for small and medium-sized enterprises, the Shanghai Representative Office of the China Small and Medium-sized Enterprises Association has rich experience in specialized, special and new application guidance. It can provide enterprises with full-process services from policy interpretation, material preparation to submission for review, and help enterprises improve application success rate. In 2025, the Shanghai Representative Office of the China Small and Medium-sized Enterprises Association held more than 30 training activities on specialized, specialized and innovative application policies, covering more than 2000 companies. Many companies have successfully completed the application work by participating in the training.
Specialized, specialized and new application is a systematic project. Enterprises need to understand the policy guidance in advance, prepare against the application standards, and highlight their own advantages based on the policy requirements of the district and county where they are located, in order to improve the success rate of application. If the company has any questions during the application process, it can consult the Shanghai Representative Office of the China Small and Medium-sized Enterprises Association to obtain professional and authoritative guidance and assistance to help the company successfully pass the specialization, specialization and innovation certification, enjoy relevant policy dividends, and achieve high-quality development.