68.1%、40.9%、72.8%，利润增长！“AI+”“数字+”助推传统产业改造提升“加速跑”

Core Insights - In June, the revenue of industrial enterprises above designated size in China increased by 1.0% year-on-year, maintaining the same growth rate as in May [3] - The total profit for these enterprises reached 715.58 billion yuan, with a year-on-year decline narrowing by 4.8 percentage points compared to May [3] - The equipment manufacturing sector showed significant growth, with revenue increasing by 7.0% year-on-year and profits turning from a decline of 2.9% in May to a growth of 9.6% in June, contributing to a 3.8 percentage point increase in overall industrial profits [6][13] Revenue and Profit Trends - For the first half of 2023, industrial enterprises achieved a total revenue of 6.678 trillion yuan, reflecting a year-on-year growth of 2.5% [10] - The manufacturing sector's total profit for the same period was 2.590 trillion yuan, marking a year-on-year increase of 4.5% [10] Sector Performance - Notable profit growth was observed in specific industries, including: - Electronic special materials manufacturing: 68.1% increase [5] - Smart consumer equipment manufacturing: 40.9% increase [5] - Lithium-ion battery manufacturing: 72.8% increase [5] - The automotive industry experienced a remarkable profit increase of 96.8% year-on-year [13] - The smart unmanned aerial vehicle manufacturing and computer assembly industries saw profits rise by 160% and 97.2%, respectively, in June [15] Economic Drivers - The development of new production capacities and the emergence of new technologies, industries, and business models are accelerating the transformation of traditional industries [8] - The integration of AI and digital technologies is driving price increases for products related to new growth drivers, leading to an optimization of profit structures [8]