电子信息制造业稳增长路线图：从“高速”转向“高质量”

Core Viewpoint - The electronic information manufacturing industry is a strategic and foundational sector for the national economy, with the Ministry of Industry and Information Technology and the State Administration for Market Regulation releasing the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry (2025-2026)" to guide future development [1] Summary by Sections Industry Growth Targets - The plan sets a target for the average growth rate of the value-added output of the computer, communication, and other electronic equipment 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, five provinces are projected to have electronic information manufacturing revenues exceeding 1 trillion yuan, and the server industry is expected to surpass 400 billion yuan [1] Transition to High-Quality Development - The industry is shifting from a focus on high-speed growth to high-quality development, with the 7% growth target reflecting a more pragmatic and sustainable approach [2][3] - The policy aims to guide the industry away from excessive competition and encourage investment in technological innovation and optimization of industrial structure [3] Measures for Industry Upgrading - The plan emphasizes promoting industrial transformation and upgrading, particularly in the photovoltaic and lithium battery sectors, while managing low-price competition [4] - It encourages the integration of artificial intelligence into various products and services, aiming to enhance the intelligence level of consumer electronics [5] Market Demand and New Consumption Scenarios - The plan aims to expand new consumption scenarios and tap into consumer potential by promoting financial services related to electronic information products [6] - It highlights the importance of developing smart products for aging populations and enhancing the supply of quality terminal products in health and wellness sectors [6][7] Technological Innovation and Infrastructure Development - The plan calls for significant updates to large-scale equipment and major projects to drive high-end, intelligent, and green development in the electronic information manufacturing industry [7][8] - It emphasizes the need for a modern industrial system that integrates technological and industrial innovation, focusing on advanced computing, new displays, and smart hardware [8]