锂电设备企业订单增多动能足

Group 1 - The core viewpoint of the article is the release of the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry 2025-2026" by the Ministry of Industry and Information Technology and the State Administration for Market Regulation, which aims to boost the growth of the electronic information manufacturing sector [1] - The plan sets a target for the average growth rate of the value-added output of large-scale computer, communication, and other electronic device manufacturing industries to be around 7% from 2025 to 2026 [1] - The electronic information manufacturing industry, including lithium battery, photovoltaic, and component manufacturing, is expected to achieve an annual revenue growth rate of over 5% [1] Group 2 - Data from A-share lithium battery equipment companies indicates a beginning of recovery in operational performance, reflecting new growth momentum in the sector [1] - Major lithium battery equipment companies have shown signs of order recovery in the first half of the year [1]