人民日报海外版记者 邱海峰 中央经济工作会议提出"实施新一轮重点产业链高质量发展行动""围绕发展新质生产力，推动科技 创新和产业创新深度融合"。当前，中国产业发展现状如何？围绕中央经济工作会议部署，工业领域明 年将做好哪些工作？有关部门近期进行了回应。 装备制造业占比提升 国家统计局12月15日公布的数据显示，1—11月份，全国规模以上工业增加值同比增长6.0%，高于 上年同期0.2个百分点，保持较好增长态势。 看单月数据，11月份，规模以上工业增加值同比增长4.8%，增速和上月相比保持平稳。从环比来 看，规模以上工业增加值增长0.44%，比上月加快0.27个百分点。 看行业和产品，11月份，采矿业、制造业、电力热力燃气及水生产和供应业增加值同比分别增长 6.3%、4.6%、4.3%；41个工业大类行业中30个行业增加值同比增长，增长面达73.2%；623种主要产品 中有49.8%的产品产量保持增长，和上月基本相当。 高技术制造业是其一。根据国家统计局数据，11月份，规模以上高技术制造业增加值同比增长 8.4%，增速较10月份加快1.2个百分点，对全部规模以上工业增速的贡献率达29.8%。 孙晓介绍，从行业看 ...

前十一月，全国规上工业增加值增长百分之六—— 工业经济转型升级持续推进 中央经济工作会议提出"实施新一轮重点产业链高质量发展行动""围绕发展新质生产力，推动科技创新 和产业创新深度融合"。当前，中国产业发展现状如何？围绕中央经济工作会议部署，工业领域明年将 做好哪些工作？有关部门近期进行了回应。 发展新动能稳步成长 随着科技创新和产业创新加快融合，产业发展呈现越来越多新看点，发展新动能稳步成长。 高技术制造业是其一。根据国家统计局数据，11月份，规模以上高技术制造业增加值同比增长8.4%， 增速较10月份加快1.2个百分点，对全部规模以上工业增速的贡献率达29.8%。 孙晓介绍，从行业看，集成电路制造、电子专用材料制造、生物药品制品制造等行业增加值分别增长 32.4%、30.9%、17.3%。从产品看，"人工智能+"高速发展带动存储芯片、服务器等产品产量分别增长 45.7%、22.7%；具身智能、脑机接口等新经济增长点助力机器人领域快速发展，工业机器人产量增长 20.6%。 数字产品制造业是另一看点。11月份，规模以上数字产品制造业增加值同比增长7.6%，增速较10月份 加快0.9个百分点。其中，智能车载设备 ...

中央经济工作会议提出"实施新一轮重点产业链高质量发展行动""围绕发展新质生产力，推动科技 创新和产业创新深度融合"。当前，中国产业发展现状如何？围绕中央经济工作会议部署，工业领域明 年将做好哪些工作？有关部门近期进行了回应。 装备制造业占比提升 国家统计局12月15日公布的数据显示，1—11月份，全国规模以上工业增加值同比增长6.0%，高于 上年同期0.2个百分点，保持较好增长态势。 看单月数据，11月份，规模以上工业增加值同比增长4.8%，增速和上月相比保持平稳。从环比来 看，规模以上工业增加值增长0.44%，比上月加快0.27个百分点。 看行业和产品，11月份，采矿业、制造业、电力热力燃气及水生产和供应业增加值同比分别增长 6.3%、4.6%、4.3%；41个工业大类行业中30个行业增加值同比增长，增长面达73.2%；623种主要产品 中有49.8%的产品产量保持增长，和上月基本相当。 工业生产总体平稳的同时，装备制造业的发展成为一大亮点。根据国家统计局数据，11月份，规模 以上装备制造业增加值同比增长7.7%，累计增加值占全部规模以上工业比重达36.4%，较2024年全年提 高1.8个百分点，已连续33 ...

来源：人民日报海外版 作者：邱海峰 前十一月，全国规上工业增加值增长百分之六—— 工业经济转型升级持续推进(锐财经) 中央经济工作会议提出"实施新一轮重点产业链高质量发展行动""围绕发展新质生产力，推动科技创新 和产业创新深度融合"。当前，中国产业发展现状如何？围绕中央经济工作会议部署，工业领域明年将 做好哪些工作？有关部门近期进行了回应。 装备制造业占比提升 国家统计局12月15日公布的数据显示，1—11月份，全国规模以上工业增加值同比增长6.0%，高于上年 同期0.2个百分点，保持较好增长态势。 看单月数据，11月份，规模以上工业增加值同比增长4.8%，增速和上月相比保持平稳。从环比来看， 规模以上工业增加值增长0.44%，比上月加快0.27个百分点。 看行业和产品，11月份，采矿业、制造业、电力热力燃气及水生产和供应业增加值同比分别增长 6.3%、4.6%、4.3%；41个工业大类行业中30个行业增加值同比增长，增长面达73.2%；623种主要产品 中有49.8%的产品产量保持增长，和上月基本相当。 工业生产总体平稳的同时，装备制造业的发展成为一大亮点。根据国家统计局数据，11月份，规模以上 装备制造业 ...

中央经济工作会议提出"实施新一轮重点产业链高质量发展行动""围绕发展新质生产力，推动科技创新 和产业创新深度融合"。当前，中国产业发展现状如何？围绕中央经济工作会议部署，工业领域明年将 做好哪些工作？有关部门近期进行了回应。 装备制造业占比提升 国家统计局12月15日公布的数据显示，1—11月份，全国规模以上工业增加值同比增长6.0%，高于上年 同期0.2个百分点，保持较好增长态势。 "装备制造业占比持续提升，工业结构不断优化。"国家统计局工业司首席统计师孙晓说，11月份，装备 制造业中的8个行业增加值全部实现增长，其中，电子、汽车行业增速分别为9.2%、11.9%，对全部规 模以上工业增长贡献率分别达20.2%、17.9%，居工业各大类行业前两位；铁路船舶航空航天行业增长 11.9%，自2024年12月以来持续保持两位数增长。中高端装备类产品稳步发展，移动通信基站设备、动 车组、民用钢质船舶等产品产量分别增长26.5%、24.1%、18.4%。 发展新动能稳步成长 随着科技创新和产业创新加快融合，产业发展呈现越来越多新看点，发展新动能稳步成长。 高技术制造业是其一。根据国家统计局数据，11月份，规模以上高技 ...

Core Viewpoint - The report highlights significant growth in China's mobile communication base station equipment production, indicating a robust market trend in the telecommunications industry from 2025 to 2031 [1]. Industry Summary - In September 2025, the production of mobile communication base station equipment reached 559,000 RF modules, representing a year-on-year increase of 76.9% [1]. - From January to September 2025, the cumulative production of mobile communication base station equipment totaled 3.758 million RF modules, showing a cumulative growth of 10.9% [1]. Company Summary - Listed companies in the telecommunications sector include ZTE Corporation (000063), Datang Telecom (600198), Xinke Mobile (688387), FiberHome Technologies (600498), Shenglu Communication (002446), *ST Rihai (002313), and Chaoxun Communication (603322) [1]. - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [1].

Core Viewpoint - Xi'an is at a critical juncture in its development, with signs indicating a significant recovery in its industrial sector, which has historically been a weakness for the city [1][3]. Economic Performance - In 2022, Xi'an's GDP growth rate ranked first among 15 sub-provincial cities, but it fell to 5.2% in 2023, aligning with the national average [3][4]. - The GDP growth rate for Xi'an in the first half of 2024 was 5.5%, surpassing the national average by 0.5 percentage points [4]. - As of the third quarter of 2025, Xi'an's GDP was 9641.94 billion yuan, with a growth rate of 5.1% [7]. Industrial Growth - Industrial investment in Xi'an increased by 25.3% in the first three quarters of 2023, with a remarkable 71.9% rise in technological transformation investments by industrial enterprises [1][13]. - The added value of industrial enterprises above a designated size grew by 12.4% year-on-year, outpacing the national average by 6 percentage points [6][19]. - Key industries such as automotive, electronic information, and high-end equipment saw substantial growth, with the total output value of six pillar industries increasing by 17.4% [6][8]. New Energy Vehicles - Xi'an became the "first city" in China for new energy vehicle production in 2022, with production exceeding 1 million units [9]. - In 2024, Xi'an's new energy vehicle production reached 112.5 million units, marking a 14.3% year-on-year increase [10]. Investment and Innovation - In 2024, Xi'an allocated 667.94 billion yuan for R&D, achieving a research and development intensity of 5.56%, ranking third nationally [12]. - The city is focusing on building innovation platforms around 13 major industrial directions, including aerospace and semiconductors [12][17]. Trade and Exports - In the first three quarters of 2023, Xi'an's total import and export value reached 3549.29 billion yuan, a year-on-year increase of 16.2%, leading among the "Western Three Heroes" (Chongqing, Chengdu, Xi'an) [19]. - The export value of electromechanical products grew by 18.9%, while high-tech product exports increased by 14.4% [19]. Policy Support - The recently announced "14th Five-Year Plan" emphasizes the importance of maintaining a reasonable proportion of the manufacturing sector and constructing a modern industrial system centered on advanced manufacturing [20].

Economic Overview - The GDP of Longgang District reached 426.23 billion yuan in the first three quarters of 2025, showing a year-on-year growth of 2.8% at constant prices [2] - The added value of the secondary industry was 270.62 billion yuan, with a year-on-year increase of 1.9% [2] - The added value of the tertiary industry was 155.55 billion yuan, reflecting a year-on-year growth of 4.3% [2] Industrial Performance - The added value of industrial enterprises above designated size grew by 1.3% year-on-year [2] - In major industry categories, the computer, communication, and other electronic equipment manufacturing sector saw a year-on-year increase of 0.6% [2] - The general equipment manufacturing sector experienced a year-on-year growth of 8.4% [2] - The specialized equipment manufacturing sector reported a significant year-on-year increase of 25.9% [2] Product Output - Mobile communication base station equipment output increased by 3.5% [2] - Service robots saw a production growth of 10.1% [2] - Lithium-ion battery output surged by 28.4% [2] - Optoelectronic devices experienced a remarkable growth of 49.3% [2] - Automotive instruments and meters output skyrocketed by 126.9% [2]

Economic Performance - Xi'an's GDP for the first three quarters reached 964.19 billion, with a year-on-year growth of 5.1% [1] - The primary industry added value was 18.44 billion, growing by 2.9%; the secondary industry added value was 256.12 billion, growing by 5.7%; the tertiary industry added value was 689.64 billion, growing by 4.9% [1] Industrial Growth - The industrial output value above designated size in Xi'an increased by 9% year-on-year [1] - Key industries showed significant growth: electrical machinery and equipment manufacturing increased by 39.1%, automotive manufacturing by 28%, and specialized equipment manufacturing by 9.2% [1] - Major industrial enterprises with over 10 billion in scale saw a total output value growth of 15.7% [1] Product Output - New quality productivity products experienced rapid growth: mobile communication base station equipment increased by 357%, 3D printing equipment by 135.7%, civilian drones by 50.7%, charging piles by 48.4%, and urban rail vehicles by 26.1% [1] Consumer Market - Xi'an's total retail sales of consumer goods reached 415.17 billion, with a year-on-year growth of 5.2% [2] - The "old for new" policy significantly impacted sales, with retail sales of household appliances and audio-visual equipment increasing by 44% [2] - Online retail also grew rapidly, with retail sales through public networks increasing by 19.4%, accounting for 36% of total retail sales, up 4.1 percentage points from the previous year [2] Trade Performance - Xi'an's total import and export value reached 354.93 billion, with a year-on-year growth of 16.2% [2] - Exports totaled 246.74 billion, growing by 20.1%, while imports totaled 108.19 billion, growing by 8.4% [2] - Trade with Belt and Road countries reached 190.74 billion, growing by 5.2%, and trade with ASEAN and EU grew by 25.0% and 58.3%, respectively [2]

Core Viewpoint - The A-share listed companies have shown strong resilience in their performance for the first three quarters of 2025, with over 1,200 companies reporting year-on-year growth in net profit attributable to shareholders, and more than 180 companies turning losses into profits [1] Group 1: Performance Highlights - The ChiNext board has demonstrated outstanding performance in terms of growth rate and exceeding expectations, indicating strong profitability [2] - Key sectors such as gaming, agricultural processing, wind power equipment, steel raw materials, and semiconductors have shown significant growth [2] - Investment opportunities can be identified in thriving industries like semiconductors and wind power equipment, as well as sectors with upward revisions in profit forecasts, such as agricultural processing and power grid equipment [2] Group 2: Technology Sector Analysis - The technology sector's performance is supported by solid fundamentals, with semiconductors benefiting from a rapid increase in DRAM spot prices and communication equipment seeing a rise in mobile communication base station production [3] - Software sectors, particularly gaming, continue to grow due to the ongoing issuance of domestic game licenses [3] - Future investment opportunities in the technology sector may include semiconductor equipment and materials, communication devices driven by 5G construction, and gaming and industrial software supported by policy and demand recovery [3] Group 3: Investment Strategies for Retail Investors - Retail investors should analyze the quality of earnings growth by examining the alignment between revenue and profit, as well as cash flow status [4] - Identifying performance trends by comparing mid-year and third-quarter growth rates is crucial [4] - Investors are advised to reduce holdings in overvalued stocks with disappointing performance while increasing positions in reasonably valued stocks with stable earnings, particularly industry leaders that exceeded expectations in their third-quarter reports [4]