刚刚，利好来了！

Core Viewpoint - The "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026" emphasizes the strategic importance of the electronic information manufacturing sector for China's economy and aims for significant growth in this industry over the next few years [2]. Summary by Sections 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, with an overall annual revenue growth rate of over 5% when including related fields such as lithium batteries and photovoltaics [3]. Revenue and Market Position - By 2026, the electronic information manufacturing industry is expected 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 projected to exceed 400 billion yuan, and the domestic market penetration rate for color TVs of 75 inches and above is expected to surpass 40% [4]. Key Initiatives 1. AI Terminal Innovation: Encourage local governments to promote innovation in AI terminals, focusing on key sectors and consumer scenarios to enhance the supply level of electronic products [5]. 2. Integration with Beidou and AI: Promote deep integration of Beidou technology with AI, smart connected vehicles, and low-altitude economy, enhancing the supply of quality terminal products for smart health and elderly care [6]. 3. Data Management and Digital Transformation: Encourage enterprises to assess their data management capabilities and enhance the construction of high-quality AI datasets, facilitating digital transformation across various industries [7]. 4. Mergers and Acquisitions: Support reasonable mergers, acquisitions, and upgrades among enterprises to promote a virtuous cycle of fundraising, investment, management, and exit [8]. 5. Support for Domestic Products: Firmly promote the use of domestic products and provide policy support for key enterprises in the industrial chain, enhancing resilience and safety in supply chains [9][10]. 6. Advancements in CPU and AI Servers: Strengthen efforts in CPU and high-performance AI server development, and conduct adaptability tests for AI chips and large models [11]. 7. International Influence: Create internationally influential electronic information exhibitions and support events like the RISC-V industry conference to enhance global engagement [12]. 8. Trade Stability: Assist enterprises in effectively responding to international trade barriers and stabilizing trade levels for key products like mobile phones and computers [13]. 9. Quality Development in Photovoltaics: Achieve high-quality development in the photovoltaic sector by addressing low-price competition and guiding local industry layout [14].