Core Insights - The conference outlined ten key areas of focus for 2026, emphasizing the need to stabilize and enhance the industrial economy while promoting innovation and integration [1][2] Group 1: Industrial Economic Performance - From January to November, the added value of high-tech manufacturing and equipment manufacturing increased by 9.2% and 9.3% year-on-year, respectively [1] - The core AI industry surpassed 1 trillion yuan, and exports of new energy vehicles exceeded 2 million units [1] - By the end of October, the total number of 5G base stations reached 4.758 million, with 5G technology integrated into 91 out of 97 categories of the national economy [1] Group 2: Strategic Goals for 2026 - The year 2026 marks the beginning of the "14th Five-Year Plan," focusing on stabilizing growth, enhancing innovation, promoting integration, optimizing governance, and preventing risks [1][2] - Key tasks include consolidating the positive trend of the industrial economy, enhancing the resilience and security of industrial chains, and accelerating technological innovation [2] Group 3: Emerging Industries and Technological Development - The Ministry of Industry and Information Technology (MIIT) aims to cultivate emerging industries such as integrated circuits, new displays, new materials, aerospace, low-altitude economy, and biomedicine [4] - Support for AI research and development, as well as the orderly launch of new business trials in satellite IoT, is emphasized [4] - The conference highlighted the need for innovation policies in future industries, including embodied intelligence and the metaverse [4] Group 4: Industry Governance and Policy Coordination - The MIIT plans to enhance industry governance effectiveness by implementing a series of "14th Five-Year Plan" initiatives [5] - There will be a focus on addressing "involution" competition and curbing low-price, low-quality competition [5] - Strengthening the coordination of industrial policies with fiscal and financial policies is a priority, along with promoting innovative pilot policies for industry-finance cooperation [5]

转自：扬子晚报 全国工业和信息化工作会议 12月25日至26日，全国工业和信息化工作会议在京召开。会议总结2025年和"十四五"时期工作，分析把 握新形势，研究"十五五"时期重点任务，部署2026年重点工作。记者注意到，会议明确要培育壮大新兴 产业和未来产业，打造集成电路、新型显示、新材料、航空航天、低空经济、生物医药等新兴支柱产 业，支持人工智能攻关。 2025年，工业经济稳中有进。工业经济顶压前行、向新向优发展，实现质的有效提升和量的合理增长， 展现强大韧性和活力。预计全年，电信业务总量和软件业务收入分别同比增长9%和12%左右，数字产 业业务收入同比增长9%左右。产业链供应链韧性持续增强。制造业重点产业链高质量发展行动顺利推 进，突破一批标志性技术和产品。产业科技创新取得新突破。统筹实施国家科技重大专项、国家重点研 发计划。1—11月规模以上高技术制造业、装备制造业增加值同比分别增长9.2%和9.3%，人工智能核心 产业超过万亿元，新能源汽车出口突破200万辆。制造业转型升级步伐加快。累计建成7000余家先进 级、500余家卓越级智能工厂，全国工业5G专网项目超过2万个、5G工厂超过8000家，累计培育 ...

新华财经北京12月26日电 12月25日晚，全国信息通信监管工作会在京召开。会议全面贯彻党的二十大 和二十届历次全会精神，深入贯彻落实中央经济工作会议精神，认真落实全国工业和信息化工作会议部 署要求，总结"十四五"时期工作，分析未来五年形势挑战，研究部署信息通信业"十五五"时期重点任 务。 会议强调，要准确把握"十五五"时期我国发展所处的历史方位，紧紧围绕强国建设、民族复兴伟大目 标，不断彰显行业担当、贡献行业力量。要充分发挥规划的引领作用，高标准高质量制定实施"十五 五"行业发展等系列规划。要充分发挥需求的导向作用，系统推进6G技术研发、标准研制和应用培育， 深入实施工业互联网和人工智能融合赋能行动。要充分发挥网络的基础作用，推动地面与空间网络、国 内与国际网络协同发展，统筹推动算力布局、算力结构、算力调度等升级优化。要充分发挥市场的载体 作用，完善市场准入、公平竞争等基础制度，提升平台经济常态化监管水平，综合整治行业非理性竞 争。要充分发挥服务的关键作用，持续做好"信息通信暖心服务十件实事"，强化个人信息保护，全面推 进人工智能赋能反诈治理，健全断路、断网、断电等极端场景下应急通信托底机制。要充分发挥安全 ...

Core Viewpoint - The article discusses the key tasks and strategies for the industrial and information technology sectors in China for the year 2026, emphasizing the importance of new industrialization and high-quality development under the guidance of Xi Jinping's thoughts [1][6]. Summary by Sections 2025 Achievements - In 2025, the industrial economy showed resilience and vitality, with telecommunications and software business revenues expected to grow by approximately 9% and 12% respectively, and digital industry revenue also projected to increase by around 9% [3]. - The high-tech manufacturing and equipment manufacturing sectors saw value-added growth of 9.2% and 9.3% year-on-year from January to November [3]. - The artificial intelligence core industry surpassed 1 trillion yuan, and exports of new energy vehicles exceeded 2 million units [3]. 2026 Key Tasks - The year 2026 marks the beginning of the "15th Five-Year Plan," focusing on consolidating the industrial economy's positive momentum and enhancing the resilience and safety of industrial chains [6][7]. - Key areas of focus include improving technological innovation capabilities, optimizing traditional industries, and fostering new and future industries such as integrated circuits and biotechnology [8][9]. Industrial Development Strategies - The strategies for 2026 include: 1. Supporting industrial provinces and stabilizing effective investment in manufacturing [7]. 2. Enhancing the resilience of industrial chains through targeted actions [7]. 3. Accelerating technological innovation and establishing a national manufacturing pilot service network [8]. 4. Promoting green and low-carbon development in industries [9]. 5. Strengthening the cultivation of high-quality enterprises and improving industry governance [10]. Governance and Leadership - The article emphasizes the importance of the Party's leadership in ensuring the successful implementation of these strategies, highlighting the need for political construction and the enhancement of talent and cadre teams [11][12].

Core Viewpoint - The article discusses the measures to support the development of the G60 Science and Technology Innovation Corridor in the Yangtze River Delta, focusing on fostering the scientific instrument industry and enhancing technological innovation and collaboration [2][3]. Group 1: Technology Innovation Initiatives - The government aims to strengthen applied basic research by establishing a multi-party investment mechanism, targeting major industrial technology issues, and providing funding support of up to 30% of total investment, with a maximum of 30 million yuan [4]. - There is an emphasis on accelerating collaborative breakthroughs in key common technologies, with a project demand list to be published regularly, offering funding support of up to 30% of the project amount, capped at 20 million yuan [4]. - The establishment of high-level collaborative innovation platforms is planned, focusing on key industries and frontier fields, with funding support of up to 20 million yuan for creating national key laboratories [5]. Group 2: Industrial Cluster Development - The initiative includes the development of a world-class industrial cluster, with a focus on advanced manufacturing and strategic emerging industries, supported by funding of up to 20 million yuan [6]. - The article highlights the acceleration of the new generation electronic information industry, with funding support of up to 15% of total investment, capped at 5 million yuan for key projects [6]. - The scientific instrument industry will be specifically nurtured, with the establishment of the Songjiang Scientific Instrument Industrial Park and innovation port, receiving funding support of up to 30% of total investment, with a maximum of 2 million yuan [7]. Group 3: Talent and Knowledge Support - The measures include strengthening the integration of education and technology talent development, with support for attracting high-level talent and enhancing the training of innovative personnel [11]. - There is a focus on improving intellectual property protection, with the establishment of a knowledge property protection center to enhance awareness and capabilities [11]. - The article mentions the creation of a special fund for the G60 Science and Technology Innovation Corridor, with a management plan to ensure effective use and performance evaluation [15].

12月25日至26日，全国工业和信息化工作会议在京召开。会议强调，2026年要围绕实现"十五五"良好开 局，聚焦重点、抓住关键，突出抓好十个方面重点工作。其中包括，培育壮大新兴产业和未来产业。打造集成 电路、新型显示、新材料、航空航天、低空经济、生物医药等新兴支柱产业。支持人工智能攻关。有序开展卫 星物联网等新业务商用试验。 值得关注的是，在A股市场上，商业航天概念股近期持续大涨。12月26日，相关概念股继续活跃，神剑股 份、九鼎新材、佳缘科技、航天发展、永鼎股份等20多只个股集体涨停或涨超10%。其中，神剑股份收获7连 板，九鼎新材4连板。12月26日午后，中国卫星也封死涨停，录得3连板，总市值逼近1000亿元。 上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 商业航天、新材料等产业，又迎来利好消息！ 工信部：打造集成电路、新材料、航空航天等新兴支柱产业 12月26日下午，据工信部消息，12月25日至26日，全国工业和信息化工作会议在京召开。会议强调，2026 年要围绕实现"十五五"良好开局，聚焦重点、抓住关键，突出抓好十个方面重点工作。 其中包括，培育壮大新兴产 ...

Core Insights - The conference highlighted the expected growth in telecommunications and software business revenues by approximately 9% and 12% respectively for 2025, with digital industry revenue also projected to grow by around 9% [1] - The manufacturing sector is undergoing a transformation, with significant increases in high-tech and equipment manufacturing value added, and the establishment of numerous advanced smart factories and green factories [1] - The meeting outlined ten key focus areas for 2026, emphasizing the cultivation of emerging industries such as integrated circuits, new materials, and artificial intelligence [2] Group 1 - The total telecommunications business volume and software business revenue are expected to grow by 9% and 12% respectively in 2025 [1] - The value added of high-tech manufacturing and equipment manufacturing increased by 9.2% and 9.3% year-on-year [1] - The core AI industry has surpassed 1 trillion yuan, and exports of new energy vehicles have exceeded 2 million units [1] Group 2 - The conference set a focus on nurturing emerging industries, including integrated circuits, new displays, and aerospace [2] - There is a strong emphasis on the deep integration of information technology and industrialization, with initiatives to create high-quality industry data sets and digital transformation scenarios [2] - The meeting also stressed the importance of improving industry governance efficiency and curbing low-price, low-quality competition [2]

消息面，长征十二号运载火箭成功将卫星互联网低轨16组卫星发射升空，卫星顺利进入预定轨道，同时高层会 议提到明年要推动信息通信业高质量发展，适度超前布局建设信息基础设施，推进6G技术研发，加快卫星互联 网建设发展。 作为我国第二款首飞即尝试回收的液氧甲烷运载火箭，12月23日上午，长征十二号甲运载火箭顺利完成首飞任 务，成功实现二级入轨目标，不过其一级火箭回收验证未取得预期成效。 风险提示：基金有风险，投资需谨慎。 12月26日，卫星板块午后再度走强。数据显示，截至13时51分，表征板块的卫星产业ETF(159218)涨4.08%，盘 中创年内第30次新高，前几大权重股方面，航天电子涨6.56%，中国卫星三连板，总市值逼近1000亿，中科星图 涨4.25%，中国卫通涨停封板，华测导航涨2.02%。资金热度不减，据Wind Level2实时行情结合均价预估，盘中 净流入超7000万！ ...

国防ETF紧密跟踪中证国防指数，中证国防指数选取隶属于十大军工集团公司旗下的上市公司证券，以 及为国家武装力量提供武器装备，或与军方有实际装备承制销售金额或签订合同的相关上市公司证券作 为指数样本，以反映国防产业上市公司证券的整体表现。 数据显示，截至2025年11月28日，中证国防指数(399973)前十大权重股分别为中航沈飞(600760)、航发 动力(600893)、中航光电(002179)、中航西飞(000768)、菲利华(300395)、西部超导(688122)、中航机载 (600372)、航天电子(600879)、睿创微纳(688002)、海格通信(002465)，前十大权重股合计占比44.06%。 消息面上，工信部指出，2026年要培育壮大新兴产业和未来产业。打造集成电路、新型显示、新材料、 航空航天、低空经济、生物医药等新兴支柱产业。支持人工智能攻关。有序开展卫星物联网等新业务商 用试验。创建首批国家新兴产业发展示范基地，建设一批创新型产业集群。开展未来产业重点细分赛道 创新任务揭榜挂帅，完善具身智能、元宇宙等的创新发展政策。加强6G技术研发。 东兴证券指出，卫星互联网趋势下，卫星载荷迎来发展 ...

Core Insights - The National Industrial and Information Technology Work Conference was held in Beijing on December 25-26, focusing on fostering emerging industries and future sectors, including integrated circuits, new displays, new materials, aerospace, low-altitude economy, and biomedicine [1][3][4]. Group 1: Emerging Industries and Future Sectors - The conference emphasized the importance of developing new pillar industries such as integrated circuits, new displays, new materials, aerospace, low-altitude economy, and biomedicine [4][8]. - Support for artificial intelligence initiatives and the orderly development of satellite IoT commercial trials was highlighted [4][8]. - The establishment of the first national emerging industry development demonstration bases and the creation of innovative industrial clusters were discussed [4][8]. Group 2: Industrial and Information Integration - The conference called for deep integration of information technology and industrialization, including the creation of high-quality industry data sets and digital transformation scenarios [4][8]. - Initiatives to promote "AI + manufacturing" and the development of intelligent manufacturing systems were outlined [4][8]. Group 3: Industrial Development Goals - The conference set ambitious goals for 2026, focusing on stabilizing industrial economic growth, enhancing industrial chain resilience, and improving technological innovation capabilities [5][6][7]. - Specific actions include supporting key industries, optimizing traditional industries, and fostering new and future industries [7][8]. Group 4: Quality Development in Information and Communication - The conference announced plans for high-quality development in the information and communication sector, including the launch of a "broadband upgrade" initiative and the acceleration of mobile IoT development [9]. - Emphasis was placed on strengthening data protection and establishing mechanisms for cross-border data flow in key sectors [9]. Group 5: Governance and Policy Implementation - The conference stressed the importance of enhancing governance efficiency and implementing a series of plans for the industrial and information sectors [10][12]. - Measures to combat "involution" in competition and promote high-quality standards were discussed [10][12].