报告导读： "十五五"或聚焦扩大消费、新质生产力、共同富裕、深化改革及绿色转型，关 注新兴未来产业、服务业、海洋和绿色低碳领域重点产业机遇及科技民营企业、新兴产业 国企、战略腹地等潜在受益主体。 "十五五"规划目标预期与政策线索： 1、经济实现量的合理增长：考虑到确保2035年远景目标顺利完成，"十五五"期间GDP年均增速目标可能设定为区间4.5%-5.0%之间或底线4.5%以上。 4、全面深化改革：党的二十届三中全会部署的300多项改革举措或将成为"十五五"规划的重点。重要方向包括： 以综合整治"内卷式"竞争和有效降低全社会物流成本为抓手纵深推进全国统一大市场建设。 建设国家战略腹地和关键产业备份。四川、重庆、广西等地具备契合国家战略的区位优势，有望在关键产业发挥重要作用。 5、全面绿色转型：目标方面，绿色低碳方面或设立以碳排放强度控制为主、总量控制为辅的目标，降低单位GDP二氧化碳排放的要求提升。政策方面，确保 2030年前实现碳达峰。 "十五五"时期产业机遇： 1、培育新兴产业和未来产业。看好市场渗透率较快提升、技术路线相对清晰的电子信息制造等战略性新兴产业，以及产品初步落地、技术有望取得突破的人 形机 ...

Economic Growth and Policy Goals - The GDP annual growth target for the "15th Five-Year Plan" is set between 4.5% and 5.0%, with a minimum of 4.5% to ensure the 2035 vision is achieved[2]. - The focus on developing new productive forces will see a significant increase in innovation-driven targets compared to the "14th Five-Year Plan"[2]. - The plan aims to enhance living standards with new targets in housing, healthcare, and elderly care, emphasizing investment in human resources[2]. Reform and Green Transition - Over 300 reform measures from the 20th Central Committee will be prioritized in the "15th Five-Year Plan," focusing on comprehensive reforms[2]. - The green transition will shift from energy consumption control to carbon emission control, aiming for a 65% reduction in carbon intensity by 2030 compared to 2005 levels[19]. Industry Opportunities - Emerging industries such as electronic information manufacturing and humanoid robots are expected to see rapid market penetration and technological breakthroughs[3]. - The service sector, including retail, healthcare, and telecommunications, has significant growth potential, driven by rising consumer demand[3]. - The marine economy, particularly in tourism and transportation, is projected to grow rapidly, with a focus on policy support[3]. Risks and Challenges - There are risks related to misinterpretation of policies and unexpected changes in domestic and international macroeconomic conditions[39].

ic） 数字化赋能不止于此，贵州磷化集团下一步将升级其物流系统，通过沉淀物流大数据，将经验融入算法 模型，在供应商选择、智能调度、运力组织等方面实现决策智能化。 这不仅是供应链的优化，更是传统化工企业依托数字技术，对其核心运营模式进行系统性重塑。这种由 数字化驱动的产业变革，同样在电子信息制造领域上演。 走进贵阳海信的生产车间，高度自动化的生产线有序运转。从仓库取料、物料回收，到电视机液晶面板 和背板卡合，全过程均由自动化设备完成，覆盖了24英寸至85英寸大屏幕液晶平板电视的生产。作为智 能工厂的"大脑"，中控系统采集、分析生产数据，构建起完整的产品信息管理与追溯体系。 来源：环球网 【环球网科技综合报道】曾经依托矿产等资源发展传统化工的贵州，如今正借力数字新基建的强大引 擎，为"贵州制造"注入"智造"动能。从磷化工企业智慧物流网络的精准调度，到电子工厂智能产线的效 率跃升，再到新能源汽车产业集群的壮大，海量产业数据汇聚成流，在算力与算法构筑的数字经济网络 中深度融通，赋能传统制造业脱胎换骨，加速迈向高端化、智能化、绿色化。 在贵州磷化集团物流中心，"双通道、三港口"的智慧物流体系高效运转。磷产品通过铁路运往 ...

Group 1 - China's successful launch of low Earth orbit satellite internet satellites on August 17, 2025, marks the 590th flight of the Long March series rockets [2] - In the first half of the year, the added value of the electronic information manufacturing industry increased by 11.1% year-on-year, outperforming the overall industrial growth rate by 4.7 percentage points [2] - Major products in the electronic information sector included smartphone production of 563 million units, a 0.5% increase, and integrated circuit production of 239.5 billion units, an 8.7% increase [2] Group 2 - Nvidia has initiated a self-developed HBM Base Die design plan, expected to begin small-scale trial production in the second half of 2027 [2] - Tianjin Port has launched a new era of fully autonomous tugboat operations, marking a significant advancement in intelligent navigation technology [2]

【纠错】 【责任编辑:邱丽芳】 工业和信息化部日前发布数据，1至5月我国电子信息制造业生产增长较快，效益稳步改善，行业整体发 展态势良好。 1至5月，规模以上电子信息制造业实现营业收入6.49万亿元，同比增长9.4%；营业成本5.7万亿元，同 比增长9.4%；实现利润总额2162亿元，同比增长11.9%。(周圆、黄昊宇) 数据显示，1至5月，我国规模以上电子信息制造业增加值同比增长11.1%，增速分别比同期工业、高技 术制造业高4.8个和1.6个百分点。主要产品中，手机产量5.7亿台，同比下降6.5%；微型计算机设备产量 1.3亿台，同比增长5.5%；集成电路产量1935亿块，同比增长6.8%。 ...

Economic Development - The report indicates that Guangzhou's economic transformation and upgrading will accelerate in 2024, with new growth drivers emerging in aerospace equipment, new materials, and high-end electronic information manufacturing [1] - The new generation information technology industry is projected to achieve an added value of 195.95 billion yuan, growing by 10.2%, with production of service robots, simulation chips, and integrated circuit wafers increasing by 22.0%, 23.7%, and 68.9% respectively, while liquid crystal displays saw a 2.3-fold increase [1] Industrial Investment - Total industrial investment in Guangzhou reached 171.09 billion yuan, marking a growth of 13.6%, with high-tech manufacturing investment growing by 14.3%, maintaining double-digit growth for four consecutive years [1] Low-altitude Economy - Guangzhou has a strong foundation for developing the low-altitude economy, ranking second in the country for the number of low-altitude economy enterprises, with over 300 registered drone manufacturing and related companies [2] - The humanoid robot industry in Guangzhou has an output value of approximately 180 billion yuan, supported by 590 upstream key component companies and 188 midstream manufacturing companies [2] International Hub and Tourism - Guangzhou's international hub function is continuously enhancing, with Baiyun Airport achieving a passenger throughput of 76.37 million, a 20.9% increase from the previous year, fully recovering to pre-pandemic levels [3] - In the cultural tourism sector, Guangzhou's total cultural tourism consumption reached 352.82 billion yuan, growing by 6.6%, with overnight tourist arrivals increasing by 6.1% [3] - The report suggests leveraging the upcoming 15th National Games to promote "All Games Tourism" products, expanding integrated tourism scenarios [3]

山东省工信厅相关负责人介绍，今年上半年，全省信息技术产业营收增长18.6%。其中，人工智能产业 产值突破650亿元，增速超过40%；电子信息制造业增长31.1%，高于全国21.7个百分点；软件和信息技 术服务业增长12.9%，高于全国1个百分点。 同时，山东建成运营全国首个中小企业数字化转型促进中心，服务企业超过1.67万家，破解中小企 业"不愿转、不会转、不敢转"难题。培育国家级数字领航企业18家、国家级工业互联网平台46家，均居 全国第一，卡奥斯连续6年蝉联全国"双跨"平台榜首。分行业试点建设"产业大脑"112个，打造数据驱 动、AI赋能的"晨星工厂"5657家，两化融合发展水平得分达到69，位居全国第二。 山东省科技厅相关负责人表示，今年山东为3600余家企业落实"小升高"奖补资金3.7亿元；实施科技型 中小企业创新能力提升工程，支持新一代信息技术领域项目170余项、资金近4000万元。截至目前，山 东电子信息领域高新技术企业4700余家、科技型中小企业8800余家。一季度，山东规上高新技术产业产 值占规上工业产值比重为54.43%，较去年全年提高1.11个百分点。 8月1日，山东发布《关于加快释放数据 ...

山东省工业和信息化厅党组副书记、副厅长、一级巡视员安文建说，近年来，山东把数字经济作为工业 经济"头号工程"的强劲引擎，谋划实施了数字产业化"十大工程"、产业数字化"八大行动"，引领全省数 字经济实现新一轮跨越提升。 深化实数融合、推进智改数转方面，山东建成运营全国首个中小企业数字化转型促进中心，服务企业超 过1.67万家；培育国家级数字领航企业18家、国家级工业互联网平台46家，均居全国第一；分行业试点 建设"产业大脑"112个，打造数据驱动、AI赋能的"晨星工厂"5657家，两化融合发展水平得分达到69， 位居全国第二。 新华财经济南8月1日电（记者贾云鹏）记者从山东省政府新闻办1日举行的新闻发布会上获悉，山东持 续强化"链长制"工作机制，建强集成电路、电子信息、高端软件、人工智能等标志性产业链，推动数字 产业提级跃升。今年上半年，山东信息技术产业营收增长18.6%。其中，人工智能产业产值突破650亿 元，增速超过40%；电子信息制造业增长31.1%；软件和信息技术服务业增长12.9%。 山东还加快数字经济立法进程，创新编制视听电子、服务器、光伏、锂电等重点领域规划意见，持续实 施集成电路、虚拟现实、数字 ...

Core Viewpoint - The Ministry of Industry and Information Technology emphasizes the need for targeted policies to stabilize key industries, which are crucial for maintaining the industrial economy's foundation and facilitating long-term transformation [1][3]. Group 1: Importance of Key Industries - Key industries account for approximately 70% of the value added in large-scale industrial sectors, making their stability essential for the overall industrial economy [1]. - In the first half of the year, industries such as electrical machinery, automobiles, electronics, general equipment, chemicals, and non-ferrous metals showed rapid growth, contributing significantly to the growth of large-scale industries [1]. - The electronic information manufacturing industry has maintained the highest revenue share among 41 industrial categories for 12 consecutive years, highlighting its critical role in the industrial economy [1]. Group 2: Interconnectedness of Key Industries - Key industries have strong inter-industry linkages, where fluctuations can lead to domino effects across the supply chain, impacting overall industrial growth [2]. - Stability in key industries can foster collaborative growth in upstream and downstream sectors, enhance business confidence, attract more capital, and stimulate innovation and consumption [2]. - Different key industries face unique challenges and characteristics, such as the growth phase of new energy vehicles versus the maturity of traditional industries like steel and chemicals [2]. Group 3: Tailored Policy Approaches - Policies must be tailored to the specific needs of each industry; for example, tax reductions and infrastructure development for the automotive sector, environmental upgrades for steel, and supply chain stability for electronics [3]. - A dynamic policy adjustment mechanism is necessary to respond to evolving industry challenges, ensuring timely calibration of policy directions [3]. - The Ministry's previous initiatives aimed at stabilizing key industries through supply and demand measures have shown potential for long-term industrial economic growth [3].

Core Insights - The industrial and information technology sectors in China demonstrated stable economic performance in the first half of 2025, with key indicators showing positive growth trends [1][2][4] Group 1: Economic Performance - The industrial added value of large-scale enterprises increased by 6.4% year-on-year, with manufacturing value added accounting for 25.7% of GDP [2][3] - Digital industry revenue grew by 9.3% year-on-year, reflecting a 3.4 percentage point increase compared to the previous year [2][3] Group 2: Technological Innovation - The integration of technological and industrial innovation accelerated, with production of industrial robots and service robots increasing by 35.6% and 25.5% year-on-year, respectively [3][7] - The development of artificial intelligence (AI) applications is expanding across various sectors, with over 100 AI-enabled devices launched, contributing to new economic growth points [3][8] Group 3: Industry Upgrading - The value added of large-scale equipment manufacturing contributed 3.4 percentage points to overall industrial growth, with high-tech manufacturing value added increasing by 9.5% year-on-year [3][4] - Digital transformation initiatives are being implemented in 26 pilot cities, focusing on upgrading manufacturing technologies and supporting small and medium-sized enterprises [3][4] Group 4: Information and Communication Sector - The telecommunications business volume increased by 9.3% year-on-year, with total revenue reaching 905.5 billion yuan [4][5] - By the end of June, the number of 5G base stations reached 4.55 million, and the number of 5G mobile phone users reached 1.118 billion, with a penetration rate exceeding 79% [4][5] Group 5: Open Source and Software Development - The open-source ecosystem is continuously improving, with over 1,200 products running on the Harmony operating system and more than 11.9 billion devices in total [7][8] - The software innovation landscape is evolving, with significant advancements in open-source software and AI applications in various industries, including pharmaceuticals [7][8]