Core Insights - The Ministry of Industry and Information Technology and five other departments have issued a plan to stabilize growth in the machinery industry from 2025 to 2026, aiming for an average annual revenue growth rate of around 3.5% and total revenue exceeding 10 trillion yuan [1] Group 1: Demand Expansion - The machinery industry relies heavily on infrastructure construction and equipment investment, with 70% of its demand coming from these sectors, necessitating efforts to tap into domestic market potential and expand effective investment [2] - The plan outlines five tasks to enhance demand, including promoting digital transformation and deepening open cooperation [2] Group 2: Supply Capability Enhancement - The plan addresses issues such as insufficient high-end equipment supply and slow industry upgrades, proposing five tasks to improve innovation capabilities and supply chain resilience [2] - It emphasizes the development of intelligent equipment and systems, integrating emerging technologies like AI and quantum science into the machinery sector [2] Group 3: Industry Growth Activation - To combat increasing operational pressures on machinery companies, the plan suggests four tasks aimed at nurturing quality enterprises and fostering regional development [3] - It highlights the importance of utilizing national financial cooperation platforms and industry development funds to support the growth of world-class and high-tech enterprises, including "gazelle" and "unicorn" companies [3][4] Group 4: Financial Support Mechanisms - The national financial cooperation platform is designed to integrate financial resources with industry needs, providing diverse financing channels to assist companies in overcoming funding challenges [4] - Industry development funds can offer long-term financial support, facilitating breakthroughs in key technology areas and emerging markets [4]

9月29日，工信微报发布消息，近日，工业和信息化部等六部门联合印发《机械行业稳增长工作方案 （2025—2026年）》（以下简称《方案》）。 《方案》提出目标，2025年至2026年，机械行业运行保持平稳向好态势，重点产业链供应链韧性和安全 水平持续提升，发展质量效益迈上新台阶，力争营业收入年均增速达到3.5%左右，营业收入突破10万 亿元。重点细分行业规模稳中有升，新质生产力加快培育，企业竞争力进一步增强，优质装备供给能力 显著提高，培育一批具有竞争力的中小企业特色产业集群和具有国际竞争力的产业集群。 机械行业是为国民经济、国防军工和民生事业提供技术装备的基础性、战略性和引领性行业，是工业经 济"压舱石"，是发展新质生产力、建设现代化产业体系的重要载体。《方案》从供需两侧同时发力，多 方协同激发行业增长活力，提出三方面14项重点任务和3项保障措施。 一是全方位扩大有效需求。针对机械行业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，是稳出口主战场的特点，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， ...