上市企业：海尔智家（600690）,神州数码（000034）,浪潮信息（000977） 数据来源：国家统计局，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国计算机网络设备行业投资机会分析及市场前景趋势报 告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年6月中国微型计算机设备产量为3159万台，同比增长6.4%；2025年1-6 月中国微型计算机设备累计产量为16645.1万台，累计增长5.6%。 ...

我国是全球最大的电器电子产品生产国和消费国。根据工业和信息化部的统计数据，2025年上半年，我 国智能手机产量5.63亿台，微型计算机设备产量1.66亿台。同时，我国空调的居民保有量7.8亿台、彩色 电视机5.5亿台、电冰箱5.3亿台、洗衣机5.02亿台、电热水器4.6亿台。 8月22日，工业和信息化部节能与综合利用司司长王鹏在新闻发布会上表示，如不对有害物质进行控 制，在集中处置时也可能导致有害物质浓度增加，造成土壤和水源的污染。因此，必须按照全生命周期 绿色管理理念，对电器电子产品设计、生产等环节提出要求，从源头减少有害物质的使用，降低环境安 全风险。 为保障标准平稳落地，强制性国家标准的实施采用"2+1"的方案："2"是指标准实施有2年过渡期。本标 准将在发布2年以后，即2027年8月1日起正式实施；"1"是指库存产品有1年消纳期。对于标准实施日期 之前生产或进口的产品，将给予企业1年时间用于库存产品消纳，即2028年8月1日前库存产品还可以销 售，2028年8月1日后不符合标准的产品就不可以再销售了。 在标准实施过渡期内，建议企业重点做好三个方面的工作：一是优化供应链管理，确保采购的原材料符 合要求； ...

资料显示，我国是全球最大的电器电子产品生产国和消费国，2025年上半年，我国智能手机产量5.63亿 台，微型计算机设备产量1.66亿台。同时，我国空调的居民保有量7.8亿台、彩色电视机5.5亿台、电冰 箱5.3亿台、洗衣机5.02亿台、电热水器4.6亿台。 电器电子产品有害物质管控强标发布 新增4种有害物质管控 中新网北京8月23日电(记者 吴涛)近日，我国电器电子产品有害物质管控领域首个强制性国家标准《电 器电子产品有害物质限制使用要求》(GB 26572—2025)经国家标准化管理委员会批准发布，将于2027年 8月1日正式实施。 工业和信息化部22日举行新闻发布会，介绍强制性国家标准《电器电子产品有害物质限制使用要求》有 关情况。工业和信息化部节能与综合利用司司长王鹏表示，电器电子产品量大面广，与人民群众生产生 活密切相关，是典型的群众身边的事。必须按照全生命周期绿色管理理念，对电器电子产品设计、生产 等环节提出要求，从源头减少有害物质的使用，降低环境安全风险。 此次标准明确管控电器电子产品中可能含有的10种对人体健康和环境有毒有害的化学物质，包括铅、 汞、镉、六价铬等4种重金属元素和多溴联苯、多溴二苯 ...

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%。 ...

数据显示，上半年，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4.7个和1.6个百分点。规模以上电子信息制造业累计实现出口交货值同比增长3.6%，较1至5 月提高0.3个百分点。据海关统计，上半年，我国出口笔记本电脑6675万台，同比下降2.8%；出口手机 3.4亿台，同比下降7%；出口集成电路1678亿个，同比增长20.6%。 效益方面，上半年，规模以上电子信息制造业实现营业收入8.04万亿元，同比增长9.4%；营业成本7.02 万亿元，同比增长9.6%；实现利润总额3024亿元，同比增长3.5%；营业收入利润率为3.76%，较1至5月 提高0.4个百分点。6月份，规模以上电子信息制造业营业收入1.55万亿元，同比增长9.6%。 投资略有下滑。上半年，我国电子信息制造业固定资产投资同比增长4.6%，较1至5月回落2.4个百分 点，比同期工业投资增速低5.7个百分点。 ● 本报记者杨洁 工业和信息化部日前发布的数据显示，上半年，我国电子信息制造业生产快速增长，出口稳定向好，效 益持续改善，行业整体发展态势良好。主要产品中，手机产量7.07亿台，同比下降4.5%，其中 ...

数据显示，上半年，规模以上电子信息制造业增加值同比增长11.1%。主要产品中，微型计算机设备产 量1.66亿台，同比增长5.6%；集成电路产量2395亿块，同比增长8.7%。 据新华社北京8月1日电(记者周圆)工业和信息化部日前发布的数据显示，2025年上半年，我国电子信息 制造业生产快速增长，出口稳定向好，效益持续改善，行业整体发展态势良好。其中智能手机产量达 5.63亿台，同比增长0.5%。 ...

Economic Growth - Shanghai's GDP grew by 5.1% year-on-year in the first half of 2023, reaching 26,222.15 billion yuan, surpassing the annual growth target of 5% [1] - The information services sector was the largest contributor to Shanghai's economic growth, with an increase of 14.6% year-on-year, accounting for nearly one-seventh of the GDP [1][2] Service Industry Performance - The service sector's contribution to Shanghai's GDP has been increasing, with its share rising from 74.1% in 2022 to 78.2% in 2024 [2] - The third industry saw a value-added growth of 5.4% in the first half of the year, reaching a record share of 79.1% of GDP [2] - The financial sector also performed well, with a value-added increase of 8.8%, totaling 4,500.81 billion yuan [2] Information Services Sector - The information services sector's revenue grew by 20.4% year-on-year, outpacing the national average by 6.1 percentage points [3] - The sector contributed 1.7 percentage points to GDP growth, marking it as the largest contributor among all industries [2][3] - The rise of platform economies and advancements in artificial intelligence are driving rapid growth in the information services sector [3] Industrial Growth - Shanghai's industrial output value increased by 5.6% year-on-year, reaching its highest level in nearly two years [4][5] - Strategic emerging industries, including integrated circuits and artificial intelligence, saw growth rates of 11.7% and 12.3%, respectively [4] - New-generation information technology industries grew by 13.9%, while new energy and high-end equipment industries grew by 12.5% and 10.7%, respectively [5] Foreign Trade - Shanghai's foreign trade showed resilience, with total imports and exports reaching 21,500 billion yuan, a year-on-year increase of 2.4% [7] - The second quarter saw a significant rebound in foreign trade, achieving a record high of 11,400 billion yuan, with a growth rate of 7.2% [7][8] - High-tech product exports accounted for about one-fourth of the total exports, with notable growth in sectors like biomedicine and electric vehicles [8]

Core Viewpoint - Shanghai's economy demonstrates strong resilience and stable growth despite increasing international economic uncertainties, with a GDP growth of 5.1% year-on-year in the first half of the year, achieving the goal of "half the time, half the task" [1] Group 1: Economic Performance - Shanghai's industrial added value increased by 5.0% year-on-year in the first half of the year, with total industrial output value growing by 5.6%, accelerating by 2.1 percentage points compared to the first quarter [2] - The manufacturing output of key industries such as computer, communication, and other electronic equipment grew by 21.7%, while the aerospace and other transportation equipment manufacturing increased by 18.1% [2] - High-tech manufacturing output rose by 16.0%, significantly outpacing the overall industrial growth, with integrated circuits and artificial intelligence sectors growing by 11.7% and 12.3% respectively [2][3] Group 2: Service Sector Growth - The tertiary industry in Shanghai saw a 5.4% year-on-year increase in added value, with the information transmission, software, and IT services sector growing by 14.6% [5] - The financial sector also performed well, with an 8.8% increase in added value, contributing over 60% to the city's GDP growth [5] - The software and IT services industry reported a 27.1% increase in revenue from January to May, with AI-related IT consulting services revenue growing by 130% [5] Group 3: Consumer Market Recovery - Shanghai's retail sales of consumer goods showed signs of recovery, with a 1.7% year-on-year growth in the first half of the year, marking a 2.8 percentage point increase from the first quarter [7] - Specific categories such as furniture and home appliances saw significant growth, with retail sales increasing by 18.8% and 18.7% respectively [7] - The fixed asset investment in Shanghai rose by 6.2% year-on-year, with industrial investment increasing by 19.8% [7] Group 4: Foreign Trade and Investment - Shanghai's total import and export volume grew by 2.4% in the first half of the year, with exports increasing by 11.1% and imports decreasing by 3.6% [8] - The export of intermediate goods surged by 20.5%, contributing significantly to overall export growth [8] - The city saw a notable increase in foreign investment, with 30 new multinational company regional headquarters and 19 foreign R&D centers recognized in the first half of the year [9] Group 5: Innovation and Development - The number of valid invention patents in Shanghai reached 293,700, a year-on-year increase of 12.2%, indicating a strong focus on technological innovation [4] - The logistics and transportation sectors also showed improvement, with cargo transport turnover and international container throughput increasing by 7.5% and 6.1% respectively [9] - Overall, Shanghai's economy is characterized by enhanced innovation momentum and resilience, with ongoing efforts to stimulate market vitality and foster new growth engines [9]

Economic Performance - Shanghai achieved a GDP growth of 5.1% year-on-year in the first half of the year, maintaining the same growth rate as the first quarter [1] - The city's economy demonstrates strong resilience despite increasing instability and uncertainty in international trade [1] Industrial Development - The industrial added value in Shanghai grew by 5.0% year-on-year, with the total industrial output value increasing by 5.6% [2] - Key sectors such as computer, communication, and electronic equipment manufacturing saw a significant increase in output, with growth rates of 21.7% and 18.1% for transportation equipment manufacturing [2] - High-tech manufacturing output rose by 16.0%, outpacing overall industrial growth [2] New Energy and Innovation - The new energy industry experienced a 12.5% increase in output, with lithium batteries and carbon fiber production skyrocketing by 37.6 times and 3.5 times, respectively [3] - The number of valid invention patents in Shanghai reached 293,700, marking a 12.2% increase year-on-year [3] Tertiary Sector Growth - The tertiary sector's added value grew by 5.4%, with information transmission and software services increasing by 14.6% [4] - The financial sector also showed robust growth, with an 8.8% increase in added value [4] Consumer Market Recovery - Shanghai's retail sales of consumer goods increased by 1.7% year-on-year in the first half of the year, marking a recovery in consumer spending [5] - Categories such as furniture and home appliances saw significant growth, with retail sales increasing by 18.8% and 18.7%, respectively [5] Investment Trends - Fixed asset investment in Shanghai rose by 6.2%, with industrial investment surging by 19.8% [6] - Investment in electronic information products manufacturing grew by 43.0% [6] Foreign Trade and Investment - Shanghai's total import and export volume increased by 2.4%, with exports growing by 11.1% [6] - The city saw a notable increase in foreign investment, with 30 new multinational company headquarters and 19 foreign R&D centers established in the first half of the year [7] Transportation and Tourism - Key transportation metrics showed growth, with cargo transport volume increasing by 7.5% and international container throughput rising by 6.1% [7] - International tourist arrivals exceeded 4.1 million, reflecting a 37.6% year-on-year increase [7]