The action plan for stabilizing growth has arrived, and the electronic information manufacturing industry will rank first among 41 industrial categories next year!
The Ministry of Industry and Information Technology and the State Administration for Market Regulation jointly released the "Action Plan for Stable Growth of Electronic Information Manufacturing Industry from 2025 to 2026" (hereinafter referred to as the "Plan") on September 4, outlining a clear development roadmap for the electronic information manufacturing industry. The electronic information manufacturing industry includes radar, communication equipment, broadcasting and television equipment, electronic computers, software industry, etc12 industries and 46 categories are not only related to our daily use of mobile phones and computers, but also involve key fields such as photovoltaics and chips, which are crucial for stabilizing industrial growth and ensuring national economic security. In the first half of 2025, China's electronics industry will continue to maintain a stable growth trend. The electronic information manufacturing industry above a certain scale has achieved a revenue of 8.04 trillion yuan and holds a strategic and fundamental position in China's economy. The introduction of the 'Plan' not only aims to stabilize the growth of the industry, but also to promote industrial upgrading, bringing tangible benefits to both enterprises and consumers.
The goal of the plan is clear:From 2025 to 2026, the average annual growth rate of the added value of the electronic information manufacturing industry above designated size is about 7%, and with the addition of lithium batteries, photovoltaics and other fields, the average annual growth rate of the industry's revenue exceeds 5%. By 2026, the revenue and exports of the electronic information manufacturing industry are expected to maintain the top spot among the 41 major industrial categories in China; Five provinces in China are expected to see their electronic information manufacturing industry revenue exceed one trillion yuan, and major electronic industry provinces such as Guangdong, Jiangsu, and Shandong are expected to continue leading the way. There are also specific goals for segmented fields, such as the server industry reaching a scale of over 400 billion yuan, and the proportion of large TVs over 75 inches in the domestic market exceeding 40%. In the future, when we go to home appliance stores, we will see more options for super large screen TVs; Mobile phones and computers will also become smarter, such as stronger camera and AI functions, as well as improved computer speed and portability.
In terms of product upgrades, the "Plan" proposes to promote the high-end, intelligent, and green development of the industry, orderly promote the layout of major projects in key areas such as advanced computing, new displays, servers, communication equipment, and intelligent hardware, and strengthen the compatibility and adaptation of servers, chips, and key modules. For example, in the field of artificial intelligence terminals, the smart speakers we use in the future may be more Smart "not only allows listening to music and checking the weather, but also recommends services based on the habits of family members. This is the result of the deep integration of intelligent agents and terminal products. Mobile phone manufacturers will also accelerate iteration, and brands such as Huawei and Xiaomi may launch new products with foldable screens that are thinner and have longer battery life.
In terms of industrial layout, the "Plan" requires promoting differentiated and characteristic orderly development according to local conditions, scientifically optimizing industrial spatial layout, creating a number of internationally leading electronic information industry bases and small and medium-sized enterprise characteristic industry clusters, guiding the development of characteristic industries in different regions, implementing the "Guiding Opinions on Promoting the Orderly Transfer of Manufacturing Industry", giving full play to the guiding role of industrial transfer development docking activities, and improving the collaborative mechanism of industrial gradient orderly transfer in China. For example, central and western provinces may focus on developing electronic component production, while eastern coastal regions will build high-end electronic equipment manufacturing bases to avoid blind competition among different regions. The Plan also requires the in-depth implementation of documents such as the "Standard Conditions for Photovoltaic Manufacturing Industry" to eliminateInternal competition aims to achieve high-quality development in fields such as photovoltaics, guide local areas to orderly layout the photovoltaic and lithium battery industries, guide local authorities to sort out production capacity, govern industry chaos in accordance with the law, and guide local authorities to plan production capacity reasonably. For example, photovoltaic companies are required to improve product quality, and products that do not meet standards will be eliminated.
In terms of stimulating consumption, the 'Plan' has introduced many down-to-earth measures. For example, encouraging financial institutions to launch electronic information products for consumer loans will provide consumers with lower interest rate installment repayment options. Enterprises will also organize more promotional activities, and new mobile phones and televisions may have more discounts. They will also use live streaming sales and other methods to help consumers better understand the functions of new products.
In terms of industry applications, electronic information products will be more widely integrated into daily life. For example, in the medical field, wearable devices can monitor the heart rate and blood pressure of elderly people in real time, and the data is directly synchronized to hospitals, making it convenient for doctors to diagnose remotely; In the industrial field, artificial intelligence servers can help factories achieve automated production and improve efficiency. For example, automotive factories use intelligent systems to monitor production processes and reduce defect rates.
In terms of technological breakthroughs, the government will support enterprise research and development5G/6G related technologies, leading domestic electronic information enterprises will accelerate the research and development of 6G chips and modules, plan to layout the spatiotemporal information industry, and promote the coordinated development of satellite positioning, navigation, timing, remote sensing, geographic information systems (GIS), communication, networks, etc., breaking through key technologies such as multi-source fusion positioning, seamless indoor and outdoor positioning, low orbit navigation enhancement, adaptive anti-interference and anti deception, and preparing for faster communication networks in the future.
In terms of industrial chain cooperation, leading enterprises in the electronic information industry should help small and medium-sized component manufacturers improve their production technology. Small and medium-sized enterprises will focus on segmented fields and take the leadThe path of specialization, refinement, uniqueness, and novelty. The Plan states that it will also strengthen the construction of innovation platforms such as manufacturing innovation centers in the field of electronic information, enhance the supply of key common technologies in the industry, strengthen intellectual property protection, and give enterprises more motivation to innovate.
The implementation of the 'Plan' will give enterprises more confidence in their development, allowing them to enjoy financial and tax policy support and obtain loans through supply chain finance, thus solving their financial difficulties. For ordinary people, they will be able to use higher quality and more intelligent electronic products in the future. The development of the electronic information industry will also create more job opportunities, such as the need for more technical talents in areas such as chip research and development and intelligent terminal manufacturing. In the next two years, China's electronic information manufacturing industry will achieve significant improvements in scale, structure, and innovation, injecting new momentum into the stable growth and high-quality development of the industrial economy, and making our lives better due to technological progress.
Commentator Guo Guangli from this website
