利好来了！刚刚，重磅发布！

Core Viewpoint - The article discusses the release of the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry (2025-2026)" by the Ministry of Industry and Information Technology and the State Administration for Market Regulation, which aims to promote high-quality development in the electronic information manufacturing sector, particularly in areas like artificial intelligence, 5G/6G technologies, and renewable energy industries such as photovoltaics and lithium batteries [1][3]. Summary by Sections Policy Highlights - The Action Plan encourages local governments to promote innovation in artificial intelligence terminals and to focus on key technologies in 5G/6G components, chips, and modules [1][4]. - It emphasizes the need to eliminate "involution" competition in the photovoltaic sector and to guide orderly development in the lithium battery industry [1][6]. Industry Growth Projections - The plan sets a target for the average growth rate of the value added in the computer, communication, and other electronic equipment manufacturing sectors to be around 7% from 2025 to 2026, with an overall annual revenue growth rate of over 5% for the electronic information manufacturing industry [3][4]. - By 2026, it aims for the electronic information manufacturing sector to maintain the highest revenue scale and export ratio among 41 industrial categories, with five provinces achieving over 1 trillion yuan in revenue [3]. Technological Advancements - The Action Plan focuses on enhancing the supply level of electronic products by promoting the integration of artificial intelligence with terminal products and developing new types of devices such as high-performance lightweight extended reality (XR) equipment [4][5]. - It calls for significant updates to large-scale equipment and major projects to drive high-end, intelligent, and green development in the industry [5][6]. Supply Chain and Industry Structure - The plan emphasizes the importance of ensuring the stability and security of the industrial supply chain, advocating for the promotion of domestic products and the strengthening of key enterprises in the supply chain [5][6]. - It aims to optimize the spatial layout of the industry and create internationally leading electronic information industry bases and specialized clusters [6][7]. Consumer Market Expansion - The Action Plan highlights the need to improve the design of smart products for the elderly and to increase the supply of high-quality terminal products for smart health and elderly care [8]. - It supports the development of various electronic industries, including automotive, marine, aerospace, and medical electronics, to facilitate digital transformation and intelligent upgrades [8].