On September 5, the Ministry of Industry and Information Technology held a series of press conferences on the theme of stable industrial growth, introducing the stable growth of four key industries, including machinery, automobiles, electric power equipment and electronic information manufacturing.

The Ministry of Industry and Information Technology and the Ministry of Finance jointly issued the “Electronic Information Manufacturing Industry 2023-2024 stable growth action Plan” (hereinafter referred to as the “Action Plan”) on the same day. The main goal of the action plan is that from 2023 to 2024, the average growth rate of the added value of the computer, communications and other electronic equipment manufacturing industry will reach about 5%, and the operating income of enterprises above designated size in the electronic information manufacturing industry will exceed 24 trillion yuan. By 2024, 5G mobile phone shipments will account for more than 85% of China’s mobile phone market, the market share of 75-inch and above color TV sets will exceed 25%, the output of solar cells will exceed 450 GW, the supply capacity of high-end products will be further improved, and new growth points will continue to emerge. The industrial structure has continued to improve, and the construction of industrial clusters has continued to advance, forming a good situation of upstream and downstream development, coordination and mutual promotion.

Yang Xudong, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, said in response to reporters’ questions that since the beginning of this year, China’s electronic information manufacturing industry as a whole has shown a continuous recovery and an excellent development trend, and the output of smart phones, smart TVS, integrated circuits, optoelectronic devices and other products has steadily increased, and the industrial operation has shown many highlights. First, investment maintained a high growth rate. From January to July, the fixed-asset investment in the computer, communications and other electronic equipment manufacturing industry above designated scale grew by 9.8% year-on-year, 6.4 percentage points higher than the national fixed-asset investment growth rate and 4.1 percentage points higher than the manufacturing investment growth rate.

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Second, production efficiency has gradually improved. From January to July, the total profit of large-scale computer, communications and other electronic equipment manufacturing industry reached 276.32 billion yuan, an increase of 31.1 percentage points over the first quarter; The operating income margin was 3.5%, up 1.6 percentage points from the first quarter. Third, emerging growth areas are impressive. The “double carbon” strategy leads the photovoltaic industry to flourish, from January to July, China’s solar cell production 276.6 GW, an increase of more than 56%, including silicon wafers, cells, modules and other photovoltaic products exports totaled 32.47 billion US dollars, photovoltaic new installed capacity of 97.2 GW, an increase of 158%.

Yang Xudong pointed out that it is also necessary to see that the electronic information manufacturing industry still faces challenges such as weak demand, weak expectations, and slowing growth, and the task of maintaining the stable operation of the industry and promoting high-quality development is still difficult. To this end, the Ministry of Industry and Information Technology and the Ministry of Finance prepared the “electronic information manufacturing industry 2023-2024 stable growth action plan”, the system to plan two-year steady growth measures, the next step will be carried out from the following aspects.

First, we worked hard to expand effective demand. Relying on innovation in technology and product forms, we will promote the upgrading of consumption in traditional areas, and foster new growth areas such as advanced computing and virtual reality. Actively carry out international exchanges and cooperation, optimize the export product structure of electronic complete machines, and promote the cooperation process of international production capacity and application such as photovoltaic and lithium electricity.

Second, we will improve the supply level of the industry. We will continue to lead by innovation, accelerate innovation and iterative application of key core technologies in the field of information technology, and strengthen forward-looking industrial layout. We will speed up breakthroughs in key materials and equipment and weak links in processes, optimize the layout of industries such as integrated circuits and new displays, and ensure the supply of high-quality products.

Third, we will improve the industrial ecosystem. Give play to the leading role of “chain master” enterprises, promote the integration and development of the middle and downstream of the electronic information industry chain, comprehensively improve the stability of the industrial chain and supply chain, and focus on promoting the cultivation and upgrading of clusters. We will promote the orderly transfer of industries at home and abroad by holding industrial transfer and docking activities.

Fourth, we will improve the industrial policy environment. Continue to do a good job in electronic information technology standards, and help high-tech innovation with high standards. We will guide private capital to increase investment in the electronic information manufacturing industry and improve the level of multi-level capital market service enterprises. We will encourage pilot programs for order-based personnel training and modern apprenticeship programs to create a favorable environment for personnel development.