电子信息制造业稳增长方案出炉：破内卷、拓出海

Core Viewpoint - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026," emphasizing the strategic importance of the electronic information manufacturing sector for national economic stability and security [1][2]. Summary by Sections Overall Requirements - The plan aims to maintain the economic operation of the electronic information manufacturing industry within a reasonable range, providing strong support for industrial economic growth [2]. Main Goals - The expected average growth rate of the value-added output in the computer, communication, and other electronic equipment manufacturing industries is around 7% from 2025 to 2026. Including related fields like lithium batteries and photovoltaics, the annual revenue growth rate of the electronic information manufacturing industry is projected to exceed 5% [3]. - By 2026, the industry aims to maintain the highest revenue scale and export ratio among 41 industrial categories, with five provinces achieving over 1 trillion yuan in revenue. The server industry is expected to exceed 400 billion yuan, and the domestic market penetration rate for 75-inch and larger color TVs is anticipated to surpass 40% [3]. Key Measures - Supply Side: The plan focuses on "high-end + standardization" to address "involution" competition by promoting high-end electronic products, enhancing supply levels, and improving industry chain collaboration. It also emphasizes the importance of standardization and intellectual property protection to foster sustainable innovation [4][5]. - Demand Side: The strategy includes expanding new scenarios to tap into consumer potential, cultivating new business formats, and encouraging companies to engage internationally while deepening international cooperation [6]. Investment Strategy - The report suggests focusing on companies with technological leadership and strong cost advantages within the industry chain, such as BYD and CATL [7].