事关芯片，重磅发布

Core Viewpoint - The article discusses the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry from 2025 to 2026," which aims to enhance the growth and innovation of the electronic information manufacturing sector in China, focusing on key areas such as artificial intelligence, 5G/6G technology, and high-quality development in industries like photovoltaics and lithium batteries [1][2]. Group 1: Growth Targets - The average growth rate of the value-added output in the computer, communication, and other electronic device manufacturing industries is expected to be around 7% from 2025 to 2026 [2]. - The annual revenue growth rate of the electronic information manufacturing industry, including lithium batteries, photovoltaics, and components manufacturing, is projected to exceed 5% [2]. - By 2026, it is anticipated that five provinces will achieve over 1 trillion yuan in revenue from the electronic information manufacturing industry, with the server industry scale exceeding 400 billion yuan [2]. Group 2: Innovation and Technology Development - The plan encourages local governments to promote innovation in artificial intelligence terminals and to push for technological breakthroughs in key components, chips, and modules for 5G/6G [3]. - There is a focus on upgrading products such as smartphones, personal computers, and home gateway devices, as well as developing new products in areas like smart security and wearable technology [3]. - The initiative aims to enhance the supply capacity of next-generation equipment and to strengthen the technological foundation for 5G/6G components [3]. Group 3: High-Quality Development in Photovoltaics - The plan emphasizes the need to eliminate "involution" competition in the photovoltaic sector and to legally regulate low-price competition in photovoltaic products [4]. - It aims to guide local governments in the orderly layout of the photovoltaic and lithium battery industries and to implement quality management for these products [4]. - The initiative includes the establishment of industry self-regulation mechanisms and the enhancement of monitoring and risk warning systems for key industries [4]. Group 4: Support for Key Enterprises - The plan advocates for the promotion of "national goods for national use" and aims to strengthen policy support for key enterprises in the industrial chain [7]. - It emphasizes the importance of enhancing the resilience and security of key industrial supply chains through integrated applications and improved product reliability [7]. - The initiative includes the development of high-precision, low-power, and low-cost products, as well as the establishment of a capacity warning mechanism for key products [7].