机械行业闯关10万亿，AI+成为新锚点

Core Insights - The Ministry of Industry and Information Technology, along with five other departments, has issued a plan aiming for an average annual revenue growth of approximately 3.5% in the machinery industry from 2025 to 2026, with a revenue target exceeding 10 trillion yuan [1][2] - The new plan reflects a shift from merely increasing numbers to emphasizing higher quality growth and technological self-sufficiency [1][5] Group 1: Key Objectives and Tasks - The plan outlines 14 key tasks and 3 supporting measures focused on expanding effective demand, enhancing quality equipment supply capabilities, and stimulating industry growth vitality [2][5] - It aims to stabilize short-term growth through measures such as expanding effective demand for equipment and addressing irrational competition, while also focusing on long-term structural optimization and high-quality development [2][5] Group 2: Demand Expansion Strategies - The plan emphasizes the importance of infrastructure and equipment investment, noting that 70% of machinery demand comes from these sectors [2] - Specific tasks include tapping into domestic market potential, fostering new demand, increasing effective investment, and promoting digital transformation and intelligent upgrades in the industry [2][3] Group 3: Technological Integration and Innovation - The plan highlights the integration of emerging technologies like artificial intelligence with traditional equipment, promoting applications in logistics, healthcare, and other sectors [3][4] - It calls for significant upgrades in manufacturing technology and equipment, including the promotion of intelligent logistics and high-end medical equipment [3][4] Group 4: Enhancing Supply Capabilities - The plan addresses the need to improve innovation capabilities within the industry, enhance supply chain resilience, and develop high-quality equipment [5][6] - It emphasizes the importance of self-sufficiency in technology and reducing reliance on external sources, particularly in critical areas of the machinery industry [6][7] Group 5: Industry Growth and Ecosystem Improvement - The plan proposes nurturing high-quality enterprises and fostering regional coordinated development to enhance the internal dynamics of the machinery industry [7][8] - It aims to create a favorable business environment by addressing irrational competition and promoting industry self-regulation [8]