电子信息制造业稳增长行动方案来了，涉及人工智能、芯片等领域

Core Viewpoint - The "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026" aims to enhance the growth and competitiveness of the electronic information manufacturing sector in China, focusing on key areas such as high-performance AI servers, CPU development, and the integration of hardware and software [1][2][3][4] Group 1: Growth Targets - The plan sets a target for the average growth rate of the value-added output in the computer, communication, and other electronic device manufacturing industries to be around 7% from 2025 to 2026 [1] - The annual revenue growth rate for the electronic information manufacturing industry, including lithium batteries, photovoltaics, and components, is expected to exceed 5% [1] - By 2026, the revenue scale and export ratio of the electronic information manufacturing industry are projected to maintain the top position among 41 industrial categories, with five provinces achieving over 1 trillion yuan in revenue [1] Group 2: Strategic Initiatives - The plan emphasizes the need for large-scale equipment updates and the initiation of major projects to drive high-end, intelligent, and green development in the electronic information manufacturing sector [2] - It calls for the development of a comprehensive industrial chain map and the orderly promotion of major projects in key areas such as advanced computing, new displays, servers, communication equipment, and smart hardware [2] - The focus is on converting computing power into productivity and creating a computing ecosystem centered around cross-platform frameworks [2] Group 3: Regional Development and Industry Clusters - The plan encourages differentiated and characteristic development based on regional strategies and key industrial clusters, aiming to create internationally leading electronic information industry bases and specialized clusters for SMEs [3] - It highlights the importance of orderly industrial transfer and collaboration mechanisms to facilitate the gradual transfer of industries within the country [3] - The plan aims to eliminate low-price competition in sectors like photovoltaics and promote high-quality development through regulatory measures [3] Group 4: Innovation and Technology Development - The plan stresses the importance of building innovation platforms in the electronic information manufacturing sector and enhancing the supply of key common technologies [4] - It supports continuous innovation in fields such as integrated circuits, advanced computing, and new industrial control systems through national key research and development programs [4] - The plan aims to accelerate research in new industrial control systems and promote the development of the RISC-V industry, focusing on product technology research, standard system construction, and international cooperation [4]