目前，已发布电子、电力、汽车等行业方案，其他的也正在"快马加鞭"赶来。更值得点赞的 是，国家这次还特别注重规范市场秩序，治理低价竞争，让大家都能在公平的环境里努力搞事 业！ 总之，这一波十大重点行业稳增长的政策红利，就是要让重点行业"跑起来"、让经济大盘"稳 下来"、让创新动力"强起来"！ 出品丨财经早察工作室 总统筹 丨 陈晨星 执行统筹 丨 祝乃娟 监制 丨 洪晓文 曾婷芳 主播 丨 胡光旗 编辑 丨 洪晓文 陆跃玲 剪辑 丨 实习生苏磊 设计 丨 王冰 这一次的政策，可不是撒胡椒面，而是精准发力！从供给到需求，从技术到市场，统统安排到 位：从供给端看：搞创新、提品质、推智能！人工智能成了"香饽饽"，比如电子信息行业要制 定AI终端标准，电力装备要建智能工厂，一句话：传统行业+AI，焕发新生命！ 在需求端：促消费、拓场景、重大工程带头冲！比如推进大规模设备更新、加快新能源基地建 设、搞新能源汽车下乡，投资消费两手抓，需求和供给在本轮行业稳增长政策中将视线精准对 接！ 对企业来说，这次政策更是一份"升级指南"！本轮政策已经传递出明确的拒绝非理性竞争的信 号！也就是说，各行各业不要再光顾着卷价格啦！按照国家的 ...

在需求端：促消费、拓场景、重大工程带头冲！比如推进大规模设备更新、加快新能源基地建设、搞新 能源汽车下乡，投资消费两手抓，需求和供给在本轮行业稳增长政策中将视线精准对接！ 对企业来说，这次政策更是一份"升级指南"！本轮政策已经传递出明确的拒绝非理性竞争的信号！也就 是说，各行各业不要再光顾着卷价格啦！按照国家的指引的方向，拼技术、拼品牌、拼差异化才是正 道！政策里还明确支持XR设备、智能电网、首台套装备试验等等，大中小企业都能找到自己的机会！ 目前，已发布电子、电力、汽车等行业方案，其他的也正在"快马加鞭"赶来。更值得点赞的是，国家这 次还特别注重规范市场秩序，治理低价竞争，让大家都能在公平的环境里努力搞事业！ 总之，这一波十大重点行业稳增长的政策红利，就是要让重点行业"跑起来"、让经济大盘"稳下来"、让 创新动力"强起来"！ （原标题：稳住70%工业基本盘！十大行业放大招） 关键时刻，国家再次出手，下半年稳经济"组合拳"来了：新一轮十大重点行业"稳增长大礼包"将正式发 放！这一招既可稳住70%工业基本盘，更能为未来十年产业升级铺就创新跑道。 那么到底是哪些行业将因此受益呢？钢铁、有色、石化、化工、建材、机械 ...

Core Viewpoint - The "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry (2025-2026)" aims to enhance the growth and innovation of the electronic information manufacturing sector, which is crucial for the national economy and security [1][2]. Group 1: Growth Targets - The average growth rate of the value-added output in the computer, communication, and other electronic equipment manufacturing industries is targeted to be 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 expected to exceed 5% [1]. - By 2026, five provinces are projected to achieve over 1 trillion yuan in revenue from the electronic information manufacturing industry, with the server industry scale exceeding 400 billion yuan [1]. Group 2: Strategic Focus Areas - The plan emphasizes optimizing supply-side factors, exploring demand-side opportunities, and driving innovation [2]. - It aims to promote higher-level intelligent innovation in artificial intelligence terminals and encourage local innovation applications [2]. - The plan seeks to eliminate "involution" competition in the photovoltaic sector and guide local industries in orderly layout and capacity management [2]. Group 3: Infrastructure and Industry Development - The plan includes advancing the integration of electronic information infrastructure with new urban infrastructure, targeting various sectors such as industry, culture, education, health, and smart cities [3]. - It supports the development of automotive electronics, marine electronics, aviation electronics, and medical electronics, facilitating digital transformation and intelligent upgrades in industries [3]. - The plan calls for strengthening talent and capital support, establishing a financial service system aligned with industrial innovation, and encouraging reasonable mergers and acquisitions among enterprises [3].

Core Viewpoint - The article discusses the "Action Plan for Steady Growth in the Electronic Information Manufacturing Industry (2025-2026)" issued by the Ministry of Industry and Information Technology and the State Administration for Market Regulation, outlining 16 specific measures to promote industry upgrades and innovation, aiming for an average growth rate of around 7% in the manufacturing value added of major electronic sectors and over 5% in overall revenue growth by 2026 [2][3][4]. Group 1: Industry Growth Targets - The plan sets a target for the average growth rate of the manufacturing value added in the computer, communication, and other electronic equipment sectors to be around 7% from 2025 to 2026 [2] - It aims for the electronic information manufacturing industry to achieve an annual revenue growth rate of over 5%, including sectors like lithium batteries and photovoltaics [2] - By 2026, it is expected that five provinces will have electronic information manufacturing revenues exceeding 1 trillion yuan, and the server industry will exceed 400 billion yuan [2] Group 2: Key Areas of Focus - The plan emphasizes enhancing the supply level of electronic products by focusing on key areas and industry applications, promoting the integration of technology and industry innovation [3] - It encourages the development of new products such as high-performance lightweight extended reality (XR) devices and smart home products, while also pushing for the upgrade of existing devices like smartphones and personal computers [3][4] - There is a strong emphasis on advancing the capabilities of new-generation equipment and addressing key technological challenges in 5G/6G components and chips [3][4] Group 3: Infrastructure and Project Development - The plan calls for significant updates to large-scale equipment and the initiation of major projects to drive high-end, intelligent, and green development in the industry [4] - It aims to create a comprehensive industrial chain map and promote the layout of major projects in advanced computing, new displays, and smart hardware [4] - The plan also highlights the importance of enhancing the compatibility of chips, modules, and systems to improve the overall industrial ecosystem [4] Group 4: Regional Development and Industry Standards - The plan advocates for differentiated and characteristic development based on regional strategies, aiming to create internationally leading electronic information industry bases and clusters [5] - It addresses the need to eliminate "involution" competition in sectors like photovoltaics, promoting high-quality development and establishing industry self-regulation mechanisms [5][6] - The plan emphasizes the importance of implementing quality management for photovoltaic and lithium battery products, as well as enhancing safety standards for energy storage batteries [5][6] Group 5: Technological Innovation and Support - The plan supports continuous innovation in key areas such as integrated circuits, advanced computing, and new industrial control systems through national key research and development programs [6] - It aims to enhance the design of smart products for aging populations and improve the supply of quality terminal products in smart health and elderly care [6] - The plan also promotes the development of industries like automotive electronics and medical electronics, facilitating digital transformation and intelligent upgrades [6]

Core Insights - The document released by China's Ministry of Industry and Information Technology and the State Administration for Market Regulation emphasizes the need to eliminate "involution" competition in the photovoltaic sector and promote high-quality development [1][2] - The "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026" sets a target for the average growth rate of the value-added output of major electronic manufacturing sectors to be around 7% from 2025 to 2026, with an overall revenue growth rate exceeding 5% when including lithium batteries, photovoltaics, and related components [1][2] Group 1 - The plan aims for the electronic information manufacturing industry to maintain the highest revenue scale and export ratio among 41 industrial categories by 2026, 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 75-inch and larger color televisions is projected to surpass 40% [1] - The plan also highlights the transition of personal computers and mobile phones towards higher intelligence and premium quality [1] Group 2 - The document outlines strategies to optimize industrial layout and improve industrial structure, including the establishment of internationally leading electronic information industry bases and specialized clusters for small and medium-sized enterprises [1] - It emphasizes the need to legally address low-price competition in the photovoltaic sector and other products [1] - The plan promotes the advancement of high-end electronic equipment and the integration of artificial intelligence into terminal products, encouraging local innovation in AI applications [2]

Group 1 - The core viewpoint of the news is the release of the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry from 2025 to 2026" by the Ministry of Industry and Information Technology and the State Administration for Market Regulation, aiming for an average growth rate of around 7% in the manufacturing value added of major electronic sectors and over 5% in annual revenue growth for the electronic information manufacturing industry [1] - The plan sets specific targets for 2026, including maintaining the highest revenue scale and export ratio among 41 industrial categories, achieving over 1 trillion yuan in revenue for five provinces, and exceeding 400 billion yuan in the server industry [1] - The plan emphasizes the need to promote high-end electronic equipment and enhance product supply levels, particularly in artificial intelligence terminals and new generation equipment [2] Group 2 - The current challenges in the development of AI terminals include fragmented technology standards, insufficient innovation in application scenarios, user experience gaps, and a divided industrial ecosystem [3] - Potential "killer applications" for AI technology are identified in immersive interaction scenarios, personalized health management systems, and industrial metaverse applications [4] Group 3 - The plan highlights the importance of accelerating major project construction to integrate technological and industrial innovation, focusing on CPU, high-performance AI servers, and hardware-software collaboration [5] - The necessity of conducting adaptability tests for AI chips and large models is emphasized to optimize performance and enhance compatibility, which is crucial for the large-scale application of domestic chips [6][7]

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)", which outlines 16 specific measures to promote industrial upgrading, enhance the high-quality supply system, facilitate economic circulation, and drive technological and industrial innovation integration [1][3]. Group 1: Expected Goals - The average growth rate of the value-added in the computer, communication, and other electronic equipment manufacturing industries is projected to be around 7% from 2025 to 2026, with the annual revenue growth rate of the electronic information manufacturing industry expected to exceed 5% when including related fields such as lithium batteries and photovoltaics [3]. - By 2026, it is anticipated that the revenue scale and export ratio will maintain the top position among 41 industrial categories, with five provinces achieving over 1 trillion yuan in electronic information manufacturing revenue, and the server industry scale exceeding 400 billion yuan [3]. - The domestic market penetration rate for color televisions of 75 inches and above is expected to exceed 40%, while personal computers and mobile phones will advance towards higher levels of intelligence and premium quality [3]. Group 2: Industrial Upgrading and Innovation - The plan emphasizes promoting high-end electronic complete machines and enhancing product supply levels, focusing on key areas and industry applications, and continuously strengthening the supply level of electronic products [3]. - It encourages the integration of artificial intelligence terminals with end products, developing a grading method and standards for the intelligence of AI terminals, and promoting innovative applications of AI terminals across various regions [3]. Group 3: Quality Development and Consumption Expansion - The plan aims to eliminate "involution" competition in the photovoltaic sector and achieve high-quality development by legally addressing low-price competition in photovoltaic products [4]. - It supports the orderly layout of photovoltaic and lithium battery industries at the local level, implements quality management for photovoltaic modules and lithium battery products, and strengthens policy coordination with investment, finance, and safety [4]. - To expand consumption scenarios, the plan proposes improving the design level of smart products for the elderly and increasing the supply of high-quality terminal products for smart health and elderly care [4].

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]

2025.09. 04 本文字数：483，阅读时长大约1分钟 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》。其中提出，聚焦关键环节和重点领域，面向行业应用和 消费场景，统筹专项资源，持续强化电子产品供给水平。促进人工智能终端迈向更高水平智能创新，推动智能体与终端产品深度融合，制定人工智能终 端智能化分级方法和标准，鼓励各地推动人工智能终端创新应用。推动手机、个人计算机、家庭网关设备、视听设备、服务器等整机和零部件迭代升 级，持续提升打印机、复印机、扫描仪等计算机外设可靠性，打造新型显示、智能安防、车载计算、智能可穿戴、智慧健康养老、智慧家庭等新兴产 品，研发高性能轻量级扩展现实（XR）等新型终端设备，鼓励创新产品形态、提高质量水平、培育高端品牌。加快提升新一代整机装备供给能力，推 动5G/6G关键器件、芯片、模块等技术攻关，加强6G技术成果储备。 （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 "国家队"操作路线曝光 11 en review =15 0 生产队的驴 微信编辑 | 夏木 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有 ...

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 enhancing the supply level of electronic products and promoting innovation in artificial intelligence terminals [1]. Group 1: Key Areas of Focus - Emphasis on key links and priority areas, targeting industry applications and consumer scenarios, while coordinating special resources to strengthen the supply level of electronic products [1]. - Promotion of higher-level intelligent innovation in artificial intelligence terminals, encouraging deep integration of intelligent agents with terminal products [1]. - Development of standards and methods for the intelligent classification of artificial intelligence terminals, with encouragement for local innovation applications [1]. Group 2: Product Development and Upgrades - Encouragement for the iteration and upgrade of complete machines and components such as mobile phones, personal computers, home gateway devices, audiovisual equipment, and servers [1]. - Continuous improvement of the reliability of computer peripherals like printers, copiers, and scanners [1]. - Creation of emerging products such as new displays, smart security, in-vehicle computing, smart wearables, smart health and elderly care, and smart home devices [1]. Group 3: New Technology and Equipment - Focus on the research and development of high-performance lightweight extended reality (XR) devices and encouragement for innovative product forms and quality improvements [1]. - Acceleration of the enhancement of new generation complete equipment supply capabilities, with a push for technological breakthroughs in key components, chips, and modules for 5G/6G [2]. - Strengthening the reserve of 6G technology achievements [2].