高质量发展看亮点·读数|从一粒酵母看轻工业之变

Core Insights - The "14th Five-Year Plan" for the light industry in China shows significant achievements, with the number of light industry enterprises reaching 136,600 by 2024, an average annual growth of 5.89% since 2020 [3] - Retail sales of key light industry products reached 7.93 trillion yuan, accounting for 16.2% of total retail sales of consumer goods [3] - The total export value of light industry products reached 925.4 billion USD, with an average annual growth of 7.17% since 2020 [3] Industry Structure Optimization - The light industry is undergoing a dual transformation driven by intelligent upgrades and green transitions, with significant advancements in smart factories and AI applications [4] - The proportion of smart home appliances increased from 38% to 62% during the "14th Five-Year Plan," contributing to a 31.6% growth in the main business income of the home appliance industry, reaching 1.95 trillion yuan by 2024 [4] - By 2024, 1,321 light industry enterprises were recognized as national green factories, covering various sectors including home appliances, paper, food, and batteries [4] Innovation and Technology - Continuous innovation investment has led to a significant increase in research and development intensity, rising from 1.72% at the end of the "13th Five-Year Plan" to 2.31% in 2023, with an annual growth rate of 9.2% [6] - The number of authorized invention patents in the light industry exceeded 1.79 million, with effective invention patents increasing from 127,000 in 2020 to 214,000 in 2024, reflecting an annual growth rate of 12.3% [6] Market Competitiveness - The light industry has strengthened its market competitiveness through supply innovation, channel upgrades, and open cooperation, with exports of bicycles reaching 259 million units and an export value of 17.71 billion USD from 2020 to 2024 [8][10] - The export share of light industry products accounted for 25.9% of the national total in 2024, maintaining the top position for five consecutive years [10] - Domestic retail sales of key light industry products grew from 5.98 trillion yuan in 2020 to 7.93 trillion yuan in 2024, with an average annual growth of 7.29% [10]