Core Viewpoint - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry (2025-2026)", aiming for an average growth rate of around 7% in the value-added of major electronic device manufacturing sectors and over 5% annual revenue growth in the electronic information manufacturing industry by 2026 [1][3]. Summary by Sections Main Goals - The expected goals for 2025-2026 include an average growth rate of around 7% in the value-added of major computer, communication, and other electronic device manufacturing sectors, with an overall annual revenue growth of over 5% in the electronic information manufacturing industry [1][3]. - By 2026, it is anticipated that the revenue scale and export ratio will remain the highest among 41 industrial categories, with five provinces achieving over 1 trillion yuan in electronic information manufacturing revenue [1][3]. - The server industry is expected to exceed 400 billion yuan, and the domestic market penetration rate for 75-inch and larger color TVs is projected to surpass 40% [1][3]. Work Measures Promoting Industrial Transformation and Upgrading - Focus on high-end electronic products and enhance supply levels by promoting the high-end of electronic assemblies and improving product reliability [4][5]. - Optimize industrial layout and structure to foster differentiated and characteristic development, creating internationally leading electronic information industry bases [5][6]. Strengthening Upstream and Downstream Coordination - Encourage leading enterprises to support smaller firms and enhance collaboration within the electronic information manufacturing sector [7]. - Establish a multi-level enterprise cooperation system centered on leading enterprises to improve the reliability of products and services [7]. Enhancing Standardization and Quality - Improve industry standards and accelerate the establishment of key standards to guide industry development [8][9]. - Promote quality management capabilities among electronic information manufacturing enterprises [9]. Protecting Intellectual Property - Develop a quality evaluation index system for intellectual property and support enterprises in overseas intellectual property layout [10]. Expanding Domestic and International Markets - Focus on expanding new consumption scenarios and enhancing domestic demand through innovative marketing strategies [11][12]. - Encourage enterprises to explore international markets and deepen international cooperation through various forums and trade events [13][14]. Promoting Technological and Industrial Innovation - Accelerate the construction of major projects in the electronic information manufacturing sector to drive high-end, intelligent, and green development [17][18]. - Strengthen research in foundational technologies and promote the integration of technological innovation with industrial development [19][20]. Talent and Capital Support - Enhance talent development and capital support to build a robust foundation for the electronic information manufacturing industry [23][24]. - Promote collaboration between industry and education to meet the demand for skilled labor in the electronic information sector [24]. Assurance Measures - Implement various policy measures to ensure the effective execution of the action plan and monitor the development trends in the electronic information manufacturing industry [25][26].

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 in stabilizing industrial economic growth and maintaining national political and economic security [1] 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 [2] - By 2026, the electronic information manufacturing industry aims to maintain the highest revenue scale and export ratio among 41 industrial categories, with five provinces achieving over 1 trillion yuan in revenue [2] - The server industry is projected to exceed 400 billion yuan, and the domestic market penetration rate for 75-inch and larger color TVs is expected to surpass 40% [2] Key Initiatives - Encourage localities to promote innovation in artificial intelligence terminals, focusing on key sectors and application scenarios to enhance the supply level of electronic products [3] - Promote the deep integration of Beidou with artificial intelligence, intelligent connected vehicles, and low-altitude economy, enhancing the design level of smart products for the elderly and increasing the supply of quality terminal products for smart health and elderly care [4] - Support enterprises in conducting Data Capability Maturity Model (DCMM) assessments and strengthen the construction of high-quality AI data sets to enhance digital transformation across various industries [5] - Encourage reasonable mergers, restructuring, and upgrades among enterprises, promoting a virtuous cycle of fundraising, investment, management, and exit [6] - Firmly promote the use of domestic products and increase policy support for key enterprises in the industrial chain, enhancing resilience and security in supply chains [7] - Strengthen efforts in CPU, high-performance AI servers, and hardware-software collaboration, while advancing the construction of new infrastructure [7] - Create internationally influential electronic information exhibitions and support the hosting of industry conferences like the RISC-V conference [8] - Assist enterprises in effectively responding to international trade barriers and stabilizing trade levels for key products such as mobile phones, computers, and televisions [9] - Achieve high-quality development in the photovoltaic sector by addressing low-price competition and guiding localities in the orderly layout of the photovoltaic and lithium battery industries [10]

Core Viewpoint - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have released a notification regarding the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry for 2025-2026," emphasizing the importance of various industrial funds and financial integration to support the sector's growth [2] Group 1: Industrial Funds and Financial Support - The plan highlights the role of national industrial funds such as the National Integrated Circuit Industry Investment Fund, Manufacturing Transformation and Upgrading Fund, and National Small and Medium Enterprises Development Fund in guiding investments [2] - It aims to implement a "technology-industry-finance integration" initiative, encouraging early, small, long-term, and hard technology investments from patient capital [2] Group 2: Corporate Strategies and Financing - Companies are encouraged to engage in reasonable mergers and acquisitions, as well as transformation and upgrading, to promote a healthy cycle of fundraising, investment, management, and exit [2] - The establishment of industry organizations that integrate electronic information and finance is proposed, focusing on key industrial chains and areas to enhance financing connections [2] Group 3: Financial Services Customization - The plan encourages financial institutions to tailor financial products for key enterprises and provide comprehensive financial service solutions [2]

Core Viewpoint - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026," aiming to leverage domestic market advantages and enhance supply chain resilience [1] Group 1: Domestic Market and Supply Chain - The plan emphasizes utilizing the advantages of the domestic super-large market and internal demand potential to strengthen the entire industry chain [1] - It aims to enhance the resilience of self-controllable supply chains to help companies effectively respond to international trade barriers [1] - The initiative supports the electronic information manufacturing industry in increasing flexibility and improving supply chain elasticity [1] Group 2: Trade and Export Support - The plan encourages the expansion of diversified trade channels and the stabilization of trade levels for key products such as mobile phones, computers, and televisions [1] - It promotes the "Quality Foreign Trade Products of China" campaign to facilitate the integration of domestic and foreign trade [1] - Financial institutions are encouraged to increase the coverage and scale of export credit insurance and enhance financing support for electronic information foreign trade enterprises [1] Group 3: Logistics and International Cooperation - The plan advocates for optimizing customs services and improving international logistics [1] - It explores the establishment of a special working mechanism for international cooperation in the electronic information sector [1] - The initiative includes the development of country-specific investment guides to assist regions and companies in orderly international expansion and optimize international production capacity layout [1]

Core Viewpoint - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026," focusing on innovation and technological advancement in the sector [1] Group 1: Innovation and Technology Development - The plan emphasizes the construction of innovation platforms such as manufacturing innovation centers in the electronic information sector, aiming to strengthen the supply of key common technologies [1] - Continuous support for technological innovation in fields such as integrated circuits, advanced computing, future displays, and new industrial control systems will be provided through national key research and development programs [1] Group 2: Collaborative Research and Development - The plan aims to enhance collaborative research efficiency and support basic research in cutting-edge technology areas, including artificial intelligence, advanced storage, three-dimensional heterogeneous integrated chips, and all-solid-state batteries [1] - Focus will be placed on key aspects of the photonics field, with increased investment in research and development for high-speed optical chips and optoelectronic co-packaging [1] Group 3: Spatial Information Industry and Navigation Technologies - The strategy includes a comprehensive approach to the spatial information industry, promoting the coordinated development of satellite positioning, navigation, timing, remote sensing, geographic information systems (GIS), communication, and networks [1] - Key technologies for the BeiDou system, such as multi-source fusion positioning, seamless indoor-outdoor positioning, low-orbit navigation enhancement, and adaptive anti-jamming and anti-spoofing, will be targeted for breakthroughs [1] Group 4: New Industrial Control Systems - The plan accelerates the research of new industrial control systems and operating system architectures that are networked, open, intelligent, and collaborative [1] - The development of the RISC-V industry will be promoted, focusing on product technology research and development, standard system construction, application implementation, and international cooperation [1]

Core Viewpoint - The "Action Plan" aims to stabilize growth in the electronic information manufacturing industry, targeting a market penetration rate of over 40% for 75-inch and larger color televisions by 2026, with an average growth rate of around 7% for major electronic manufacturing sectors [1][2]. Group 1: Industry Growth and Targets - By 2026, the electronic information manufacturing industry is expected to achieve an annual revenue growth rate of over 5%, with the computer, communication, and other electronic equipment manufacturing sectors averaging a growth rate of around 7% [1]. - The revenue scale and export ratio of the electronic information manufacturing industry are projected to maintain the top position among 41 industrial categories, with five provinces achieving over 1 trillion yuan in revenue [1]. Group 2: Industry Transformation and Upgrading - The plan emphasizes promoting high-end electronic products and enhancing the supply level, particularly in artificial intelligence terminals, while encouraging local innovation and application [2]. - It aims to optimize industrial layout and structure, promoting differentiated and characteristic development based on regional strategies [2]. Group 3: Market Demand and New Business Models - The plan seeks to stimulate domestic and international market circulation by exploring consumer demand and utilizing various promotional channels for new technologies and products [2]. - It encourages the cultivation of new business models and the empowerment of industry applications, focusing on new industrialization, urbanization, and modernization [2]. Group 4: Technological and Industrial Integration - The plan calls for the integration of technological and industrial innovation, accelerating major project construction to drive high-end, intelligent, and green development in the electronic information manufacturing sector [3]. - It emphasizes the importance of securing supply chains and enhancing the resilience of key industrial chains through policy support and technological advancements [3]. Group 5: Talent Development and Education - The plan highlights the need for talent development in the electronic information sector, promoting initiatives like the "Manufacturing Talent Support Plan" and "Ten Thousand Talents Program" to strengthen the workforce [3].

Core Insights - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry for 2025-2026" on September 4 [1] Group 1: Industry Growth Targets - 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 [1] - The annual revenue growth rate of the electronic information manufacturing industry, including lithium batteries, photovoltaics, and components manufacturing, is projected to exceed 5% [1] Group 2: Revenue and Market Penetration Goals - By 2026, the electronic information manufacturing industry aims to maintain the highest revenue scale and export ratio among 41 industrial categories, with five provinces achieving over 1 trillion yuan in revenue [1] - The server industry is expected to exceed 400 billion yuan in scale, while the domestic market penetration rate for color televisions of 75 inches and above is projected to surpass 40% [1] Group 3: Technological Advancements - Personal computers and mobile phones are expected to advance towards greater intelligence and high-end features [1]

Core Insights - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry (2025-2026)" [1] Summary by Categories Industry Growth Targets - The expected average growth rate of the value-added in the computer, communication, and other electronic equipment manufacturing industries is around 7% from 2025 to 2026 [1] - The annual revenue growth rate of the electronic information manufacturing industry, including lithium batteries, photovoltaics, and components manufacturing, is projected to exceed 5% [1] 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 [1] - Five provinces are anticipated to achieve over 1 trillion yuan in electronic information manufacturing revenue [1] Specific Industry Segments - The server industry scale is expected to exceed 400 billion yuan [1] - The domestic market penetration rate for color televisions of 75 inches and above is projected to exceed 40% [1] - Personal computers and mobile phones are expected to advance towards intelligence and high-end development [1]

工业和信息化部、市场监督管理总局印发《电子信息制造业2025－2026年稳增长行动方案》。 （文章来源：上海证券报） 方案提出，坚持有为政府与有效市场相结合，提高行业治理能力，尊重市场规律，形成市场作用和政府 作用有机统一、相互补充、相互协调、相互促进的格局。坚持做大总量与提升质量相结合，巩固已有产 业规模，培育壮大新兴增长点，综合整治"内卷式"竞争。坚持高质量发展与高水平安全相结合提升高端 供给能力，优化重点领域产业布局，提升产业链供应链韧性和安全水平。坚持自立自强与开放合作相结 合，强化自主创新能力建设，坚持高水平对外开放，深度嵌入全球电子信息制造业分工体系。 工业和信息化部市场监督管理总局关于印发《电子信息制造业2025－2026年稳增长行动方案》的通知 来源：工业和信息化部官网 方案提出，2025—2026年，主要预期目标是：规模以上计算机、通信和其他电子设备制造业增加值平均 增速在7%左右，加上锂电池、光伏及元器件制造等相关领域后电子信息制造业年均营收增速达到5%以 上。到2026年，预期实现营收规模和出口比例在41个工业大类中保持首位，5个省份的电子信息制造业 营收过万亿，服务器产业规模超过400 ...

Core Viewpoint - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry for 2025-2026," focusing on integrating electronic information infrastructure with new urban infrastructure to meet demands across various sectors [1] Group 1: Infrastructure Development - The plan emphasizes the promotion of electronic information infrastructure and new urban infrastructure integration [1] - It aims to select and promote typical solutions in fields such as industrial, cultural tourism, education, health, and smart cities [1] Group 2: Product and Service Enhancement - There is a focus on improving the design of smart products for the elderly and increasing the supply of high-quality smart health and elderly care terminal products [1] - The plan supports the construction of advanced computing systems, including artificial intelligence servers and efficient storage, to enhance intelligent cloud service levels [1] Group 3: Industry Support and Digital Transformation - The initiative supports the development of industries such as automotive electronics, marine electronics, aviation electronics, and medical electronics [1] - It aims to promote digital transformation and intelligent upgrades within these industries [1] Group 4: Integration of Technologies - The plan seeks to build a precise time-space information service system based on Beidou and promote deep integration with artificial intelligence, intelligent connected vehicles, and low-altitude economy [1]