工业经济持续向优向新发展（锐财经）

Core Insights - The Ministry of Industry and Information Technology announced the 2025 National Key R&D Program for the industrialization of high-tech achievements, highlighting advancements in ultra-high energy density dielectric materials, large-tonnage carbon fiber composite materials, and high-performance sealing components for aerospace hydraulic systems [2] - In 2025, China's industrial production is expected to remain stable and improve, with significant growth in equipment manufacturing and high-tech manufacturing sectors, reflecting a shift towards high-quality industrial development [3][4] Industrial Growth - In 2025, the industrial added value of large-scale industries is projected to grow by 5.9% year-on-year, with mining, manufacturing, and electricity, heat, gas, and water production and supply sectors increasing by 5.6%, 6.4%, and 2.3% respectively [3] - Among 41 major industrial categories, 36 are expected to see growth, resulting in a growth coverage of 87.8% [3] - The export delivery value of large-scale industrial enterprises is anticipated to reach 15.8 trillion yuan, a 2.2% increase from the previous year, showcasing resilience in the face of external uncertainties [3] Profit Structure Improvement - From January to November 2025, profits of large-scale industrial enterprises are expected to grow, with the equipment manufacturing sector's profits increasing by 7.7%, contributing 2.8 percentage points to the overall profit growth of large-scale industries [3] Technological Innovation - The high-tech manufacturing sector's added value is projected to increase by 9.4% year-on-year, contributing 26.1% to the overall industrial growth, with significant growth in integrated circuit manufacturing (26.7%), aircraft manufacturing (24.8%), and electronic materials (23.9%) [6] - Innovations in AI and autonomous machinery, such as the deployment of the AI electric unmanned bulldozer in complex mining environments, demonstrate the industry's shift towards automation and efficiency [5] Digital Product Manufacturing - The added value of the digital product manufacturing sector is expected to grow by 9.3%, contributing 20.3% to the overall industrial growth, with notable increases in the production of mobile communication base station equipment (13.5%) and 5G smartphones (12.5%) [7] - The integration of new technologies like 5G, industrial internet, and robotics is expected to create vast market opportunities for rapid industrialization of new products [7][8]