国信证券：制造业计量首个政策性文件发布 以精准计量驱动制造业创新

Core Viewpoint - The release of policy dividends is accelerating the high-quality development of the metrology industry, leading to demand upgrades and supply optimization [1]. Group 1: Demand Side - The research indicates that the R&D, verification, and mass production stages of ten key industries will generate significant new demand for high-end calibration and system-level verification [1][2]. Group 2: Supply Side - The new production capacity has high entry barriers, requiring substantial capital and advanced technology, which may significantly benefit leading companies, enhancing their market share and profitability [1][3]. Group 3: Policy Developments - On June 7, 2025, the Ministry of Industry and Information Technology issued the first policy document on metrology in the manufacturing sector, aiming to improve metrology capabilities and support the construction of a modern industrial system [2][3]. - On July 9, 2025, the State Administration for Market Regulation and the Ministry of Industry and Information Technology jointly released an action plan for metrology to support the development of new production capacity from 2025 to 2030, emphasizing the foundational role of metrology in high-quality industrial development [2][3].