日前，2025年中国工业经济成绩单出炉，"工业和信息化领域对经济增长的贡献超四成"的表述引人关 注。 以往谈及工业经济增长贡献时，通常引用工业增加值、制造业比重等数据口径。此次突出"工业和信息 化领域"，进一步显现推动现代化产业体系向新向优的长远考量。 对于中国超140万亿元这样的经济体量而言，"贡献超四成"的分量不言而喻。 业内人士介绍，此次"工业和信息化领域"主要统计了工业，信息传输、软件和信息技术服务业。前者是 第二产业的核心组成部分，后者则是数字经济相关产业的重要组成。 先进制造加速发展，产业结构不断优化，"新"的动能持续壮大。去年，我国一批优势产业彰显竞争力： 新能源汽车新车销量达1649万辆，工业机器人产量同比增长28%，民用无人机产品数量和种类不断增 长，光伏产业稳健发展，造船业实现量质齐升。 不久前，在美国拉斯维加斯举行的2026年国际消费电子展上，在被誉为"下一代终端"的人形机器人领 域，38家参展企业中有21家来自中国。外媒称，中国企业开始自信展示技术崛起果实，在机器人、自动 驾驶和AI家电等领域引领潮流。 融合发展，是现代化产业体系建设的重要路径。"工业和信息化领域"这一提法，也传递出推 ...

新华社北京1月26日电 题：新华社经济随笔：从"贡献超四成"读懂现代产业的分量 新华社记者 周圆 日前，2025年中国工业经济成绩单出炉，"工业和信息化领域对经济增长的贡献超四成"的表述引人 关注。 不久前，在美国拉斯维加斯举行的2026年国际消费电子展上，在被誉为"下一代终端"的人形机器人 领域，38家参展企业中有21家来自中国。外媒称，中国企业开始自信展示技术崛起果实，在机器人、自 动驾驶和AI家电等领域引领潮流。 对于中国超140万亿元这样的经济体量而言，"贡献超四成"的分量不言而喻。 业内人士介绍，此次"工业和信息化领域"主要统计了工业，信息传输、软件和信息技术服务业。前 者是第二产业的核心组成部分，后者则是数字经济相关产业的重要组成。 2025年，大国经济的"家底"更加厚实：我国工业增加值达到41.7万亿元，对经济增长的贡献率达到 35%，比上年提高1.8个百分点。其中，作为工业经济的主体，制造业产出规模持续扩大，门类体系完 整的优势更加明显，制造业增加值连续16年稳居世界首位。信息传输、软件和信息技术服务业增加值达 7.06万亿元，同比实现两位数增长，对经济增长的支撑、拉动作用更为显著。 这些数据 ...

Group 1: Guanzhi Automobile and Baoneng Group - Guanzhi Automobile's core assets were auctioned for the second time but failed to attract any bids, highlighting a significant issue in asset valuation and judicial processes [6][7] - Baoneng Group's chairman, Yao Zhenhua, publicly accused local authorities of illegal actions regarding Guanzhi's debt issues, including excessive seizures and forced auctions [6][7] - Baoneng has invested over 26 billion yuan in Guanzhi since 2018, while the court's assessed value of the assets was only 1.5 billion yuan, significantly lower than the third-party valuation of 8 billion yuan [6][7] Group 2: Leadership Changes in Companies - Zhang Yong, the founder of Haidilao, has resumed the role of CEO after nearly four years, indicating a strategic shift in the company's management [13][14] - Zhao Changjiang, a former executive at BYD, has joined Zhijie Automobile as an executive director and vice president, emphasizing a focus on user-centered innovation in the automotive sector [15] - Hu Li has taken over as the chairman of China Resources Beverage, following the resignation of Zhang Wei, amid concerns over declining revenue and profit [17] Group 3: Industry Trends and Innovations - He Xiaopeng, chairman of Xiaopeng Motors, expressed optimism about the future of flying cars, aiming for them to become accessible to households within 5 to 10 years [11] - Huang Hongsheng, founder of Skyworth, announced a strategic shift towards AI and renewable energy, predicting that revenue from solar energy will surpass that from traditional appliances by 2025 [12]

Group 1 - Ningxia's "old for new" policy for automobiles and home appliances has been officially implemented, stimulating consumer demand for cars, home appliances, and digital products [1] - The policy features a more precise implementation method, with subsidies for scrapping and updating cars requiring consumers to obtain qualification through the "My Ningxia" app, and the subsidy for purchasing new energy vehicles can reach up to 12% of the vehicle price, capped at 20,000 yuan [1] - The first phase of the automobile "old for new" program saw over 7,600 registrations, with 4,226 winners selected through a lottery, and home appliance purchases have led to a direct consumption boost of 31.9 million yuan [2] Group 2 - In Anhui's Linquan County, government-issued consumption vouchers have significantly stimulated market activity, with digital product sales increasing as a result [3][4] - The local government has issued consumption vouchers applicable to digital products, leading to a notable rise in sales, with one consumer saving 500 yuan on a smartphone purchase [3][4] - The trend towards quality and smart products is evident, with a shift from traditional goods to intelligent products in rural areas, facilitated by improved supply chains and logistics [4] Group 3 - Guangdong's "Guangdong Goods Go Global" spring consumption promotion event has been launched, aiming to invigorate consumer activity through online and offline collaboration [5] - The first promotional event in Foshan showcased AI home appliances and energy-saving products, with over 6,000 enterprises and major commercial platforms participating in upcoming promotional activities [6] - The government is leveraging subsidies and partnerships with platforms and enterprises to ensure good products are available at competitive prices, enhancing sales channels [6]

Group 1: Ningxia's "Old for New" Policy - Ningxia has officially implemented the "Old for New" policy for automobiles and home appliances in 2026, leading to increased consumer demand for these products [1] - The policy features a precise implementation method, with subsidies for scrapping and updating vehicles requiring qualification through the "My Ningxia" app, and a lottery system for vehicle replacement subsidies [1] - Consumers purchasing new energy vehicles can receive a subsidy of up to 12% of the vehicle price, capped at 20,000 yuan, while those buying fuel vehicles with an engine size of 2.0 liters or less can receive up to 10%, capped at 15,000 yuan [1] Group 2: Home Appliance Subsidies - The subsidy scope for home appliances has been expanded to include digital and smart products, utilizing an online consumption voucher system that provides a 15% discount on the selling price for traditional appliances and digital products [3] - The first phase of the automobile "Old for New" program saw over 7,600 registrations, with 4,226 winners selected through a lottery, and over 6,300 transactions for home appliances and digital products, directly driving consumption of 31.9 million yuan [5] Group 3: Consumption Trends in Anhui - In Anhui's Linquan County, various subsidies have stimulated pre-holiday consumption, with government-issued consumption vouchers being used to reduce prices on digital products [6] - The recent week has seen a rise in sales of digital products due to the application of national consumption vouchers [8] - The county has achieved full e-commerce coverage across 406 administrative villages, enabling same-day delivery of home appliances to rural households [10] Group 4: Quality and Smart Product Trends - The pre-holiday consumption in Linquan County shows a clear trend towards quality and smart products, with consumers shifting from traditional goods to various smart products [12] - The local government is enhancing supply chains and optimizing product offerings to quickly adapt popular smart products from urban areas to rural households, stimulating potential demand for consumption upgrades [12] Group 5: Guangdong's Consumption Promotion - Guangdong Province has launched the "Guangdong Goods Go Global" spring consumption promotion activity, aiming to invigorate consumer spending through online and offline collaboration [13] - The first promotional event for home appliances took place in Foshan, showcasing hundreds of companies with AI appliances, energy-saving products, and smart kitchen devices [13] - In the first quarter of this year, Guangdong plans to hold 12 promotional events, involving over 6,000 enterprises and more than 10 major commercial platforms [15]

Core Viewpoint - The "Guangdong Goods Going Global" spring campaign represents a collaborative effort among the government, platforms, and enterprises to transform the industrial ecosystem, moving beyond mere product sales to showcase Guangdong's manufacturing innovation and competitiveness [1][2][3] Government Role - The event is supported by six government departments, indicating a shift from merely promoting products to acting as industrial planners, aiming to elevate Guangdong manufacturing through coordinated promotional activities [1] - The campaign will span an entire season, featuring weekly promotional events and 18 series of activities around key consumption periods, demonstrating the government's proactive role in enhancing the industrial landscape [1] Platform Support - The campaign introduces an innovative "live demonstration zone," utilizing major e-commerce platforms like Taobao, JD.com, Douyin, and Pinduoduo to showcase Guangdong products and provide targeted promotional information [2] - This model combines live presentations, immediate experiences, and online sales, creating a synergistic effect that boosts short-term sales and establishes long-term consumer recognition of Guangdong products [2] Enterprise Participation - Over 6,000 enterprises are participating, driven by the desire to expand market reach and revenue, while showcasing innovative products such as AI appliances and energy-efficient devices [2] - The transition from "Guangdong manufacturing" to "Guangdong intelligent manufacturing" is highlighted, with products gaining global recognition due to their technological advancements and superior user experiences [2] Overall Significance - The "Guangdong Goods Going Global" initiative is a comprehensive system involving collaboration among government, platforms, and enterprises, aimed at promoting Guangdong products as intelligent, green, and open to the world [3] - This initiative is positioned as a crucial pathway for Guangdong manufacturing to achieve high-quality development and establish itself as a global leader in intelligent manufacturing [3]

Group 1 - The "Guanghuo Xing Tianxia" spring action launch ceremony and home appliance promotion event will start on January 15 at the Tanzhou Convention Center in Foshan, with over 1,300 local home appliance companies participating [1] - Guangdong is a core region for China's home appliance industry, having achieved over 10 national firsts in various categories since the reform and opening up, including production volume of air conditioners and rice cookers [1] - The focus of Guangdong's manufacturing has shifted from "mass production" to "intelligent manufacturing" due to challenges such as rising costs and global supply chain changes [1] Group 2 - Guangdong home appliance companies are integrating IoT, AI, and big data into R&D and production, with the smart home appliance industry in the Guangdong-Hong Kong-Macao Greater Bay Area expected to account for nearly 30% of the global market by November 2025 [2] - Gree Electric has been recognized as a national "leading-level" smart factory, while Midea showcased its innovative technology at the Berlin International Consumer Electronics Show [2] - The event will feature a dual marketing strategy of "online + offline," utilizing major e-commerce platforms and live streaming to effectively reach consumers and enhance brand influence [2] Group 3 - The first quarter will see 18 supporting activities under the "Guanghuo Xing Tianxia" initiative, aimed at integrating resources from leading enterprises, research institutions, and industry associations to create a precise resource matching hub [3] - These supporting activities are crucial for building a healthy industrial ecosystem, transforming the event into a platform for technology exchange, industry connection, and cultural promotion [3] - The initiative aims to enhance the image of Guangdong manufacturing, showcasing not only production capacity but also innovation and advanced technology [3]

Core Viewpoint - The 2026 national subsidy program aims to stimulate domestic consumption through a series of financial incentives for consumers purchasing new products, particularly in the electronics and automotive sectors, with a total of 62.5 billion yuan allocated for the first batch of subsidies [1][8]. Subsidy Details - Consumers purchasing eligible digital products such as smartphones, tablets, smartwatches, and smart glasses priced under 6,000 yuan will receive a subsidy of 15% of the product price, capped at 500 yuan per item [2]. - For major home appliances like refrigerators, washing machines, and air conditioners, a similar subsidy of 15% applies, with a maximum of 1,500 yuan per item [2]. - In the automotive sector, scrapping eligible old vehicles for new energy cars will yield a subsidy of 12% of the new car price, up to 20,000 yuan, while scrapping fuel vehicles for smaller fuel cars will provide a 10% subsidy, capped at 15,000 yuan [2]. Regional Implementation - All 21 cities in Guangdong Province launched the 2026 subsidy program on January 1, with the first transactions occurring in Guangzhou, indicating strong local engagement [3]. - Other provinces, such as Yunnan and Zhejiang, have also initiated their own automotive subsidy programs, leading to increased consumer interest and foot traffic in dealerships [3][4]. Process Optimization - Various regions have streamlined the subsidy application process, allowing consumers to apply for automotive subsidies through national systems or mobile apps, while home appliance subsidies are facilitated through major e-commerce platforms [4]. - Cities like Beijing and Shanghai have adopted innovative methods for subsidy distribution, enhancing consumer participation and interest [4]. Market Impact - The expanded subsidy program is expected to create new opportunities in the digital and smart product markets, with significant sales increases observed in smart glasses and AI-enabled home appliances during the New Year holiday [5][7]. - The policy is designed to support small and medium enterprises by lowering investment thresholds for equipment upgrades, thereby enhancing public service and commercial facilities [5]. Economic Outlook - The 2026 subsidy program is viewed as a critical measure for boosting domestic demand and stabilizing economic growth, with long-term benefits anticipated in industrial structure optimization and consumer ecosystem enhancement [8].

Core Insights - The founder of Skyworth Group, Huang Hongsheng, highlighted the importance of photovoltaic (PV) technology, AI home appliances, and internationalization during the 2026 annual speech [1] - Skyworth's PV revenue is projected to exceed its TV revenue for the first time in 2025 [1] - The growth of Skyworth's PV business is expected to be driven by overseas markets, with plans to enter the energy storage sector [1] Company Developments - Skyworth's PV business is anticipated to account for over one-third of the company's total revenue by mid-2025 [1] - The company began its foray into the PV sector in 2020, expanding from rural distributed PV systems to upstream core components, including modules, brackets, inverters, and a new energy digital ecosystem platform [1] - Skyworth has established a vertical industry chain in the photovoltaic sector [1]

Core Insights - The founder of Skyworth Group, Huang Hongsheng, highlighted the company's focus on photovoltaic technology, AI home appliances, and international expansion during the 2026 annual speech [2] - Skyworth's photovoltaic revenue is expected to surpass its television revenue for the first time in 2025, with the photovoltaic business projected to account for over one-third of the company's total revenue by mid-2025 [2][3] Photovoltaic Business - Skyworth entered the photovoltaic sector in 2020, expanding from rural distributed photovoltaic systems to upstream core components, establishing a vertical industry chain that includes modules, brackets, inverters, and a digital ecosystem [3] - The company is accelerating its overseas expansion, with projects such as the commercial photovoltaic project in Thailand expected to generate over 4.4 million kWh in its first year and a 10MW distributed photovoltaic station project signed in Italy [3] - Huang anticipates significant potential in the overseas photovoltaic market, citing high electricity prices in Europe and frequent power outages in parts of Southern Africa as driving factors for increased demand [3] AI Home Appliances - Skyworth plans to fully promote AI home appliances by 2026, integrating AI functionalities into high-end products, such as smart search for film and television content and intelligent interaction with other appliances [3][4] - The introduction of AI appliances is expected to be delayed for lower-end products due to rising storage costs [4] International Expansion - Skyworth has acquired the operational rights for the Philips television brand in North America and aims for low-cost global expansion through sponsorships, similar to competitors like Hisense and TCL [4] - Research firm AVC predicts that Skyworth could enter the top five global television shipment rankings by 2026 [4] Synergy Between Businesses - The company has introduced a "photovoltaic balcony" solution targeting high-rise residential users, allowing for solar panel installation on balconies to meet household electricity needs [4] Cautious Outlook on Robotics and AI Glasses - Despite the popularity of humanoid robots and AI glasses at CES 2026, Huang expressed a conservative view on their practical applications, emphasizing that AI home appliances, overseas photovoltaic business, and future energy storage are the main growth areas for Skyworth [4]