具体来看，《方案》提出全方位扩大有效需求、提升优质装备供给能力、激发行业增长活力3方面14项 重点任务和3项保障措施。蔡伟表示，《方案》既着眼短期平稳增长，如通过全方位扩大装备有效需 求、加大助企惠企力度、着力整治非理性竞争等，缓解当前机械行业企业经营压力，为整体经济稳定提 供支撑；又聚焦长期结构优化和高质量发展，突出新质生产力培育，强调推动人工智能等新兴技术与装 备融合创新，助力产业高端化、智能化、绿色化转型。 创造新需求破解"内卷" 根据工信部发布的解读，机械行业70%的需求来自基础设施建设和国民经济各行业新上或更新改造设备 投资，是稳出口主战场。针对该特点，在全方位扩大有效需求方面，《方案》从国内国外两方面，提出 深挖国内存量市场潜力、培育壮大新需求、着力扩大有效投资、推动产业数字化转型智能化升级、深化 开放合作等5项任务，不断增强机械行业稳增长牵引力。 在深挖存量市场潜力上，《方案》提出，加大制造业重大技术改造和大规模设备更新工程实施力度，落 实工业重点行业领域设备更新和技术改造指南，加快推进能耗高、污染重、安全性低的老旧设备更新和 技术改造，以及工业操作系统更新换代。同时，《方案》提出，落实好首台( ...

Core Insights - The Ministry of Industry and Information Technology, along with five other departments, has jointly issued the "Mechanical Industry Steady Growth Work Plan (2025-2026)" aiming for stable growth in the mechanical industry [1] - The plan targets an average annual revenue growth rate of approximately 3.5%, with total revenue expected to exceed 10 trillion yuan by 2026 [1] Summary by Categories Economic Growth Targets - The mechanical industry is expected to maintain a stable and positive operational trend from 2025 to 2026, with a focus on enhancing the resilience and safety of key industrial chains and supply chains [1] - The plan aims for an average annual revenue growth rate of around 3.5%, with total revenue projected to surpass 10 trillion yuan [1] Demand Expansion Strategies - The plan emphasizes the need to comprehensively expand effective demand to strengthen the growth traction of the mechanical industry [1] - Key initiatives include accelerating the upgrade and technological transformation of outdated equipment that has high energy consumption, heavy pollution, and low safety [1] - Policies such as subsidies for agricultural machinery purchases and scrapping old equipment are highlighted to promote the application of advanced agricultural machinery [1] New Demand Cultivation - The plan aims to cultivate and expand new demand by developing emerging economies and new business formats, including the "first launch economy," "ice and snow economy," "silver economy," and "smart tourism" [1] - It also focuses on expanding applications for service and special robots, elderly rehabilitation equipment, ice and snow equipment, cultural tourism equipment, educational equipment, and additive manufacturing equipment [1]

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has released the "Mechanical Industry Stabilization and Growth Work Plan (2025-2026)", focusing on the development of intelligent equipment and systems [1] Group 1: Development Focus - Emphasis on the innovation and development of intelligent equipment, including general large models and industry-specific models [1] - Integration of emerging technologies such as artificial intelligence, quantum technology, advanced materials, and Beidou navigation with equipment innovation [1] Group 2: Strategic Objectives - Targeting national defense and strategic needs, the plan aims to break through in areas such as industrial mother machines, intelligent instruments, intelligent detection equipment, and mining safety equipment [1] - Development of intelligent equipment for improving quality of life, including smart agricultural machinery, medical equipment, service robots, and emergency safety equipment [1] Group 3: Global Trends and User Needs - Addressing global technological innovation trends and future industry demands, the plan focuses on high-end equipment like intelligent robots [1] - Encouragement for equipment companies to focus on personalized user needs and enhance smart service functions such as data acquisition, interconnectivity, and autonomous execution [1] Group 4: Ecosystem and Innovation Mechanism - Promotion of collaboration between equipment companies and industry interconnection service providers to create an interconnected equipment ecosystem while ensuring data security [1] - Improvement of the intelligent manufacturing system solution mechanism to drive innovation breakthroughs in processes, equipment, and software [1]

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has released the "Mechanical Industry Growth Stabilization Work Plan (2025-2026)", focusing on fostering new demand and promoting various emerging economic sectors and applications [1] Group 1: New Economic Sectors - Development of new economic sectors such as the primary economy, ice and snow economy, silver economy, and smart tourism is emphasized [1] - Expansion of applications for service and special robots, elderly rehabilitation equipment, ice and snow equipment, cultural tourism equipment, educational equipment, and additive manufacturing equipment is encouraged [1] Group 2: Logistics and Smart Technology - Implementation of the "Action Plan for Effectively Reducing Logistics Costs" aims to accelerate the construction of smart logistics hubs and parks [1] - Development of "Artificial Intelligence + Modern Logistics" is promoted, including the use of unmanned vehicles, warehouses, and loading/unloading equipment [1] Group 3: Smart Agriculture - Encouragement for conducting unmanned agricultural operation trials to cultivate smart farms, pastures, and fishing grounds [1] - Promotion of intelligent power and agricultural machinery, including planting, harvesting, and facility horticulture equipment [1] Group 4: Medical Equipment - Launch of high-end medical equipment promotion actions to facilitate the integration of artificial intelligence with medical equipment [1] - Development of smart medical scenarios such as medical imaging assistance and remote consultations, along with the application of medical robots and health care equipment [1] Group 5: Green Transition - Focus on the comprehensive green transition of the economy and society, promoting energy-saving, environmental protection, clean production, and clean energy industries [1] - Development of green carbon reduction technology and equipment is aimed at driving the growth of these sectors [1]

Investment Rating - The industry investment rating is maintained at "Overweight" [2] Core Insights - The ice and snow economy is rapidly emerging as a significant new economic sector, transitioning from a niche market focused on ice and snow sports to a large industrial system encompassing ice and snow tourism, equipment manufacturing, and cultural activities. This sector is expected to reach a scale of over 1 trillion yuan by 2025, driven by rising consumer demand and strong policy support [12][14][35]. Summary by Sections 1. Ice and Snow Economy Overview - The ice and snow industry encompasses a complete ecosystem from resource development and equipment manufacturing to service operations and consumer activities, indicating a robust industrial chain [13]. - The market size of China's ice and snow industry reached 980 billion yuan in 2024, with a year-on-year growth of 10.8%, and is projected to exceed 1 trillion yuan in 2025 [14]. 2. Growth Drivers of the Ice and Snow Economy - Government policies and major events are key drivers of growth, with the State Council aiming for the ice and snow economy to reach 1.2 trillion yuan by 2027 and 1.5 trillion yuan by 2030 [35]. - The hosting of major events like the Winter Olympics has significantly boosted public interest and participation in ice and snow sports, enhancing the overall industry [40][41]. 3. Case Study: Harbin's Ice and Snow Tourism - Harbin has emerged as a top destination for ice and snow tourism, receiving 1.79 billion visitors in 2024, with total tourism revenue reaching 231.42 billion yuan, marking significant year-on-year growth [51]. - The local government has implemented various policies to support the ice and snow economy, aiming for the total output value of the ice and snow industry in Heilongjiang to exceed 300 billion yuan by 2025 [55]. 4. Investment Recommendations - The report suggests focusing on companies across the entire ice and snow industry chain, including upstream equipment manufacturers, midstream service providers, and downstream consumer platforms, as the sector is expected to see substantial growth opportunities [6][4].

Core Insights - The 15th China-Northeast Asia Expo concluded after five days, showcasing a significant number of exhibitors and innovative technologies [1][3] - The event attracted 20,733 guests from 45 countries and regions, with a total attendance of 120,000 visitors [1][5] Group 1: Event Overview - The expo emphasized "exhibition promotes trade, conference promotes investment," focusing on industry and project connections, and facilitating economic and cultural exchanges [3] - A total of 34 main and thematic activities were held, creating a multi-level and wide-ranging communication mechanism [3] Group 2: Exhibition Details - The expo featured a "display + experience" model with a "4+2" exhibition framework, covering a total area of 73,000 square meters and setting up 3,620 international standard booths [5] - 1,029 domestic and international exhibiting companies participated, including 24 Fortune Global 500 companies and 14 Chinese Fortune 500 companies [5] Group 3: Industry Highlights - The Modern Industry Pavilion showcased advancements in automotive, petrochemical, rail transit, satellite, carbon fiber, biopharmaceuticals, hydrogen energy, artificial intelligence, and low-altitude economy [7] - The Open Cooperation Pavilion highlighted trade, investment, infrastructure, energy, and technology cooperation achievements among Northeast Asian countries [7] Group 4: Consumer and Cultural Exhibits - The New Consumption and New Services Pavilion displayed the latest products in smart wearables, smart home technology, and cultural tourism products [7] - The International and Hong Kong-Macau-Taiwan Specialty Goods Pavilion featured 264 enterprises from 43 countries and regions, showcasing economic development, advantageous industries, and cultural tourism [9]

Macro Economic Analysis of Jilin City - Jilin City has implemented the "one center, four bases" strategy to promote traditional industry transformation and upgrade, achieving a GDP of 1633.23 billion yuan in 2024, a 5.0% increase from the previous year [1][2] - The primary industry added value reached 200.06 billion yuan, growing by 5.1%; the secondary industry added value was 590.67 billion yuan, increasing by 5.3%; and the tertiary industry added value was 842.50 billion yuan, up by 4.7% [2][4] Industrial Structure Analysis - Jilin City is focusing on enhancing its industrial structure by leveraging new quality productivity to create competitive advantages and scale advantages, promoting the development of a modern industrial system [8][24] - The city is emphasizing a "project-oriented" approach to drive the interlinked development of primary, secondary, and tertiary industries, strengthening its industrial clusters [8][24] Investment and Industrial Growth - Fixed asset investment in Jilin City is steadily increasing, with a growth rate of 5.5% in 2024, and significant investments in manufacturing and high-tech industries, which grew by 83.3% and 98.5% respectively [6][11] - The Jilin Chemical Park is a key support for the "one center, four bases" strategy, achieving an industrial output value of 783 billion yuan in 2023, accounting for over 40% of the city's total [17][19] Chemical Industry Analysis - The chemical industry is the largest pillar of Jilin City's economy, with a significant focus on upgrading and expanding production capacity, including a target to achieve a chemical industry output value growth of 20% [15][19] - Jilin Chemical Park hosts major chemical enterprises, contributing to a substantial portion of the city's industrial output [17][19] Carbon Fiber Industry Development - Jilin City has established itself as a leader in the carbon fiber industry, with a production capacity that ranks first globally for carbon fiber raw silk and first nationally for carbon fiber production [19][21] - The city has seen a significant increase in carbon fiber production, reaching 111,000 tons in 2023, a 38.3% year-on-year growth, with further expansion planned for 2024 [19][21] Policy Framework and Future Plans - Jilin City has introduced several policies to support industrial transformation and modernization, aiming for a scale industrial output value of approximately 3500 billion yuan by 2025 [11][13] - The city is focusing on innovation-driven development, enhancing the quality of its industrial chain, and promoting technological advancements in key sectors [24][25]

Core Viewpoint - The fifth China International Consumer Products Expo is being held in Hainan from April 13 to 18, showcasing over 50 quality enterprises from Heilongjiang Province under the theme "Green Heilongjiang, Charming Ice and Snow, Shared Future" [1][6]. Group 1: Exhibition Highlights - Heilongjiang's exhibition area features a 200 square meter booth in Hall 8, showcasing "Black Soil Quality Products," intangible cultural heritage crafts, ice and snow tourism, and Sino-Russian specialty goods [1][3]. - The exhibition emphasizes four main themes: "Green, Ecological, Innovative, and Open," with specific sections for local products, cultural heritage, Sino-Russian trade, and the ice and snow economy [3][6]. Group 2: Activities and Engagement - During the expo, Heilongjiang will host the "Global Tour of Heilongjiang Good Products (Haikou Station)" for production and sales matching, along with a promotional meeting for the "Double Purchase and Double Sale" initiative [6]. - The expo has attracted over 4,100 brands from 71 countries and regions, including 65 Fortune 500 companies, marking an increase from the previous year [6]. Group 3: Economic Impact - The event serves as a significant platform for showcasing Heilongjiang's industrial upgrades and expanding international cooperation, aiming to present the province's diverse charm and create new opportunities for global business collaboration [6].