赛迪研究院：预计2026年我国电子信息制造业增加值增速将处于5%—8%区间

Core Insights - The China Electronic Information Industry Development Research Institute (CCID) forecasts that the added value growth rate of China's electronic information manufacturing industry will be between 5% and 8% by 2026 [1] - Despite rising international political and economic uncertainties and a slowdown in fixed asset investment growth, the foundation for the development of China's electronic information manufacturing remains solid, with new productive forces being cultivated steadily [1] - The report highlights that the focus of artificial intelligence will shift from technological and model innovation to application scenarios, leading to an upgrade in economic and social intelligence across various sectors [1] Group 1 - The growth of the electronic information manufacturing industry is expected to remain stable while generating new growth points [1] - Key areas such as humanoid robots, intelligent connected vehicles, smart factories, and smart healthcare will see advancements driven by comprehensive intelligent upgrades [1] - The commercialization of new energy storage technologies is anticipated to accelerate, with solid-state batteries showing significant safety improvements and sodium batteries making breakthroughs in specific scenarios [1] Group 2 - Energy electronics will continue to make progress through technological breakthroughs, scenario expansion, and industrial chain upgrades, promoting green transformation in high-energy consumption sectors such as industry, transportation, and construction [1] - The development of "zero-carbon shipping routes" is expected to be facilitated by advancements in energy storage technologies [1]