21.59万亿元、42000家、6.1%……我国电子产业发展驶上“快车道”

Core Insights - The report from the China Logistics and Purchasing Federation highlights the rapid development of China's electronic industry and the significant enhancement of the supply chain's resilience [1][3]. Industry Growth - China's electronic information manufacturing market is projected to reach approximately 21.59 trillion yuan in 2024, reflecting a year-on-year growth of 6.1% [3]. - The demand for consumer electronics and automotive electronics is robust, driven by accelerated digitalization and informatization [3]. - The penetration of AI applications in products like AI smartphones and AI personal computers is significantly increasing, providing new growth momentum for the industry [3]. Company Landscape - The number of electronic information manufacturing enterprises in China is expected to be around 42,000 in 2024, marking a growth of approximately 9% from the previous year [5]. - These enterprises are primarily concentrated in the Yangtze River Delta and Pearl River Delta regions, which together account for over 60% of the total [5]. - In the first half of this year, the revenue of large-scale electronic information manufacturing enterprises reached 8.04 trillion yuan, showing a year-on-year increase of 9.4% [5]. Technological Innovation - Continuous technological innovation is deepening, with the accelerated application of cutting-edge technologies such as artificial intelligence, big data, and cloud computing, effectively driving product upgrades and improving industry quality and efficiency [5][7]. Strategic Importance - The electronic industry is playing an increasingly vital role in driving high-quality economic development through innovation [7]. - There is a clear trend of regional restructuring in global supply chains, and leveraging China's vast market and complete industrial system is essential for advancing the industry towards higher-end development [8].