电子信息制造业利好来了！两部门鼓励耐心智慧资本投长期、投硬科技

Core Viewpoint - The "Action Plan" for the electronic information manufacturing industry aims to stabilize growth and enhance the sector's contribution to the national economy, with specific targets set for 2025-2026 [1][2]. Group 1: Development Goals - The average growth rate of the value-added output in the computer, communication, and other electronic equipment manufacturing industries is targeted at around 7% from 2025 to 2026, with an overall annual revenue growth rate exceeding 5% when including related fields like lithium batteries and photovoltaics [1][2]. - By 2026, the electronic information manufacturing sector is expected to maintain the highest revenue scale and export ratio among 41 industrial categories, with five provinces achieving over 1 trillion yuan in revenue [1]. - The server industry is projected to exceed 400 billion yuan, and the domestic market penetration rate for color TVs of 75 inches and above is expected to surpass 40% [1]. Group 2: Supply-Side Optimization - The "Action Plan" emphasizes high-quality development through supply-side optimization, focusing on five key areas: products, layout, industrial chain, standards, and intellectual property [2]. - It aims to promote higher-level intelligent innovation in artificial intelligence terminals and encourages localities to foster innovation applications in this area [2]. - The plan also addresses the need to eliminate "involution" competition in sectors like photovoltaics and guides localities in orderly layout and capacity assessment [2]. Group 3: Demand-Side Exploration - Financial institutions are encouraged to develop consumer finance services around electronic information products, while enterprises are guided to explore market demand through various promotional channels [3]. - The plan supports the integration of electronic information infrastructure with new urban infrastructure, targeting sectors such as industry, culture, education, health, and smart cities [3]. - It outlines strategies for enterprises to expand internationally and enhance the confidence of foreign enterprises in establishing production lines and R&D centers in China [3][4]. Group 4: Financial Integration and Innovation - The "Action Plan" promotes the integration of technology and finance to support high-quality development in the electronic information manufacturing sector [5][6]. - It emphasizes the importance of major project initiation and equipment updates to drive industry advancement towards high-end, intelligent, and green development [5]. - The plan also highlights the need for talent development in the electronic information field through national-level talent projects [5][6].