Two departments issue 'Action Plan for Stable Growth of Electronic Information Manufacturing Industry from 2025 to 2026'

The electronic information manufacturing industry is a strategic, fundamental, and leading industry of the national economy, and a key area for stabilizing industrial economic growth and maintaining national political and economic security. In order to fully implement the spirit of the 20th National Congress of the Communist Party of China and the 2nd and 3rd Plenary Sessions of the 20th Central Committee, deeply implement the spirit of the Central Economic Work Conference, adhere to the general tone of seeking progress while maintaining stability, prioritize stable growth, promote effective improvement in quality and reasonable growth in quantity, and strive to achieve the main expected goals of industrial and economic development, the Action Plan for Stable Growth of Electronic Information Manufacturing Industry for 2025-2026 has been formulated.

From 2025 to 2026, the main expected goal is to achieve an average growth rate of around 7% in the added value of large-scale computer, communication, and other electronic equipment manufacturing industries. After adding related fields such as lithium batteries, photovoltaics, and component manufacturing, the average annual revenue growth rate of the electronic information manufacturing industry will reach over 5%. By 2026, it is expected to maintain the top position in revenue scale and export proportion among 41 industrial categories, with electronic information manufacturing industry revenue exceeding one trillion yuan in 5 provinces, server industry scale exceeding 400 billion yuan, domestic market penetration rate of 75 inch and above color TVs exceeding 40%, and personal computers and mobile phones moving towards intelligence and high-end.

Action Plan for Stable Growth of Electronic Information Manufacturing Industry in 2025-2026

The electronic information manufacturing industry is a strategic, fundamental, and leading industry of the national economy, and a key area for stabilizing industrial economic growth and maintaining national political and economic security. In order to fully implement the spirit of the 20th National Congress of the Communist Party of China and the 2nd and 3rd Plenary Sessions of the 20th Central Committee, deeply implement the spirit of the Central Economic Work Conference, adhere to the general tone of seeking progress while maintaining stability, prioritize stable growth, promote effective improvement in quality and reasonable growth in quantity, and strive to achieve the main expected goals of industrial and economic development, the Action Plan for Stable Growth of Electronic Information Manufacturing Industry for 2025-2026 has been formulated.

1、 Overall requirements

  Coordinate the overall supply and demand, optimize supply, expand demand, and strengthen innovation to further enhance the resilience and security level of the industrial and supply chains. We need to coordinate the cultivation of new driving forces and the renewal of old ones, optimize incremental growth and activate existing ones, deepen the endogenous driving force of the industry, and respond calmly to the uncertainty of rapid changes in the external environment with the certainty of high-quality industrial development, in order to boost confidence in industrial development. Continuously improving key core technologies, strengthening industrial and supply chain hubs, and enhancing "soft construction" such as standards, brands, and ecosystems, to maintain the economic operation of the electronic information manufacturing industry within a reasonable range and provide strong support for stable growth of the industrial economy.

Adhere to the combination of a proactive government and an efficient market, enhance industry governance capabilities, respect market laws, and form an organic unity, complementarity, coordination, and mutual promotion pattern of market and government roles. Adhere to the combination of expanding the total volume and improving quality, consolidate the existing industrial scale, cultivate and strengthen emerging growth points, and comprehensively rectify the "internal competition". Adhere to the combination of high-quality development and high-level security, enhance high-end supply capacity, optimize industrial layout in key areas, and improve the resilience and security level of industrial and supply chains. Adhere to the combination of self-reliance and open cooperation, strengthen the construction of independent innovation capabilities, adhere to high-level opening up to the outside world, and deeply embed into the global electronic information manufacturing division of labor system.

2、 Main objectives

From 2025 to 2026, the main expected goal is to achieve an average growth rate of around 7% in the added value of large-scale computer, communication, and other electronic equipment manufacturing industries. After adding related fields such as lithium batteries, photovoltaics, and component manufacturing, the average annual revenue growth rate of the electronic information manufacturing industry will reach over 5%. By 2026, it is expected to maintain the top position in revenue scale and export proportion among 41 industrial categories, with electronic information manufacturing industry revenue exceeding one trillion yuan in 5 provinces, server industry scale exceeding 400 billion yuan, domestic market penetration rate of 75 inch and above color TVs exceeding 40%, and personal computers and mobile phones moving towards intelligence and high-end.

3、 Work measures

(1) Promote industrial transformation and upgrading, deepen the construction of a high-quality supply system

1. Promote the high-end development of electronic devices and improve the level of product supply

Focusing on key links and areas, targeting industry applications and consumer scenarios, coordinating special resources, and continuously strengthening the supply level of electronic products. Promote the advancement of artificial intelligence terminals towards higher levels of intelligent innovation, promote the deep integration of intelligent agents and terminal products, develop grading methods and standards for the intelligence of artificial intelligence terminals, and encourage various regions to promote innovative applications of artificial intelligence terminals. Promote the iterative upgrading of complete machines and components such as mobile phones, personal computers, home gateway devices, audio-visual equipment, servers, etc., continuously improve the reliability of computer peripherals such as printers, copiers, and scanners, create new emerging products such as displays, intelligent security, in car computing, intelligent wearables, smart health and elderly care, and smart homes, develop high-performance lightweight extended reality (XR) and other new terminal devices, encourage innovative product forms, improve quality levels, and cultivate high-end brands. Accelerate the improvement of the supply capacity of the new generation of complete equipment, promote the research and development of 5G/6G key components, chips, modules and other technologies, and strengthen the reserve of 6G technology achievements.

2. Optimize industrial layout and improve industrial structure

Based on the national regional strategic layout and key industrial agglomeration areas, we will promote differentiated and characteristic orderly development according to local conditions, scientifically optimize industrial spatial layout, create a number of internationally leading electronic information industry bases and small and medium-sized enterprise characteristic industrial clusters, and accelerate the development of national advanced manufacturing clusters in the field of electronic information towards world-class level. Implement the Guiding Opinions on Promoting the Orderly Transfer of Manufacturing Industry, give full play to the guiding role of industrial transfer development docking activities, and improve the collaborative mechanism of industrial gradient orderly transfer in China. To achieve high-quality development in the field of photovoltaics and other industries through the elimination of "internal competition", and to regulate low-priced competition in photovoltaics and other products in accordance with the law. Guide local areas to orderly layout the photovoltaic and lithium battery industries, and guide local areas to sort out the production capacity situation. Implement quality management for photovoltaic modules and lithium battery products, thoroughly implement documents such as the "Standard Conditions for Photovoltaic Manufacturing Industry", strengthen policy linkage with investment, finance, safety, etc., and promote technological progress in the industry. Accelerate research on the recommended safety catalog for energy storage battery products based on mandatory national standards. Support associations and chambers of commerce to establish industry self-discipline mechanisms, strengthen monitoring, early warning, and risk warning for key industries, and adjust industry scale in an orderly manner.

3. Strengthen the connection between upstream and downstream, and enhance the synergy level of the industrial chain

Give full play to the role of "chain owners" and leading enterprises in the industrial chain, leading by example and radiating their influence. Encourage small and medium-sized enterprises to focus on differentiated development in specific fields and enhance the reliability of their products and services. Improve the gradient cultivation system for high-tech enterprises, technology and innovative small and medium-sized enterprises, gazelle enterprises, unicorn enterprises and other high-quality enterprises in the electronic information manufacturing industry, and establish a multi-level enterprise cooperation system centered on the "chain owners" and leading enterprises in the industrial chain, with small and medium-sized enterprises dividing and cooperating. Support eligible electronic information manufacturing enterprises to be recognized as high-tech enterprises and implement relevant tax preferential policies. Accelerate the cultivation of a group of specialized and innovative enterprises in consumer electronics, spatiotemporal information, and other fields, as well as individual champion enterprises with strong innovation capabilities. Encourage local governments to regularly carry out supply and demand docking in the industrial chain, make good use of the national small and medium-sized enterprise service "one network", support the deepening of the supply chain finance system, and form a normalized and long-term communication mechanism for large, medium, small, and micro enterprises.

4. Establish a sound standardization mechanism to lead quality construction

Further improve the timeliness, quality, and efficiency of industry standards, accelerate the establishment of industry standards, shorten the standard formulation cycle, and better leverage the leading role of standards in industrial development. Develop a roadmap for standardization in key areas, promote integrated capacity building for standard formulation, revision, promotion, inspection and testing, certification and evaluation in key areas, and provide one-stop quality infrastructure services. Accelerate the transformation of innovative achievements into standards and strengthen the experimental verification of key technical indicators in key areas. Promote the promotion and implementation of the industry standard "Evaluation Specification for Quality Management Capability of Manufacturing Enterprises", and guide electronic information manufacturing enterprises to enhance their quality management capabilities. Deeply participate in international standardization activities in key areas and promote the "going global" of Chinese standards. Accelerate the development of mandatory national standards for the unique product identification code of civil unmanned aerial vehicles, and strengthen supervision and inspection of civil unmanned aerial vehicles. Issuing and implementing the "Guidelines for the Construction of Comprehensive Standardization System for Smart Homes" to promote the greening and intelligentization of family living spaces.

5. Strengthen intellectual property protection and promote sustainable innovation

Based on the technical protection needs of basic industries such as electronic components, new electronic materials, and electronic specialized equipment, we will develop an intellectual property quality evaluation index system, carry out intellectual property quality evaluation, and consolidate the quality foundation of intellectual property layout. Accelerate the overall layout of the patent pool industry chain, encourage the exploration of patent open source, and smooth the channels for license information disclosure and docking. Strengthen the risk assessment of intellectual property overseas layout, support professional institutions and industry organizations to track and judge the development trend of intellectual property in key areas of electronic information manufacturing industry, and help enterprises carry out overseas layout of core product and core technology intellectual property.

(2) Promote smooth economic circulation in domestic and international markets, and tap into the potential demand

1. Expand new scenarios and tap into the potential of mass consumption

Around the needs of the people for a better life, we will promote the improvement and expansion of domestic demand and consumption. Deeply implement the special action to boost consumption and encourage financial institutions to develop consumer finance businesses around electronic information products. Strengthen technological and product innovation to boost the consumption of traditional electronic products such as mobile phones, computers, and televisions. Guide relevant enterprises to fully tap into market demand, promote new technologies and products through multiple channels such as social media, online advertising, product launches, industry exhibitions, and experience stores, actively participate in consumer electronics product promotion activities launched by e-commerce platforms and physical supermarkets, strengthen precise supply-demand matching, sing the "domestic trend brand", and stimulate consumer consumption potential. Support the research and development of wearable devices in typical scenarios such as healthcare, transportation, education, emergency response, and health, and cultivate and strengthen new growth points.

2. Cultivate new business models and strengthen industry application empowerment

Focusing on the key tasks of new industrialization, urbanization, informatization, and agricultural modernization, we will fully leverage the carrying and empowering role of electronic information manufacturing industry, strengthen the application traction of various industries, and actively cultivate new industrial formats. Promote the integration of electronic information infrastructure and new urban infrastructure, and select and promote a number of typical solutions such as Beidou scale applications, advanced computing applications, and intelligent sports to meet the needs of industries, cultural tourism, education, health, and smart cities. Improve the aging design level of intelligent products and increase the supply of high-quality terminal products for smart health and elderly care. Promote the construction of advanced computing systems such as artificial intelligence servers and efficient storage, enhance the level of intelligent computing cloud services, and empower high computing scenarios such as scientific research, autonomous driving, and biomedicine. Support the development of industries such as automotive electronics, marine electronics, aviation electronics, and medical electronics, and promote the digital transformation and intelligent upgrading of these industries. Build a precise spatiotemporal information service system based on Beidou, promote the deep integration of Beidou with artificial intelligence, intelligent connected vehicles, low altitude economy and other fields.

3. Guide enterprises to steadily go global and deeply integrate into the international system

Hold the 2025 BRICS New Industrial Revolution Partnership Forum, use multilateral and bilateral international exchange and cooperation mechanisms such as the the Belt and Road to implement industrial cooperation memorandums with relevant countries and regions, deepen cross regional cross-border cooperation, build an exchange and cooperation platform for electronic information manufacturing enterprises to expand international markets, and consolidate and enhance the role of supply chain hub of the industrial chain. Implement preferential policies for free trade zones, guide enterprises to optimize their export structure, improve product quality and technological level, increase product added value, and enhance brand international competitiveness. Create an electronic information exhibition with international influence, guide the holding of the 5th Generation Reduced Instruction Set (RISC-V) industry conference and other activities, and support places with conditions to hold smart consumer electronics exhibitions. Deeply participate in the formulation of international rules and standards for digital trade in the field of electronic information, consolidate trade advantages, and enhance the international discourse power of the industry. Optimize the international cooperation layout of the industrial chain and supply chain, strengthen the tracking and analysis of overseas policies, guide overseas enterprises to carry out outbound investment in a healthy, safe and orderly manner, explore international markets, strengthen legal services and compliance guidance for enterprises, and properly respond to trade and investment disputes.

4. Promote the introduction of international resources and deepen international cooperation in industries

We will steadfastly promote high-level opening up to the outside world and accelerate the expansion of international cooperation and trade in industries. Strengthen the promotion and implementation of policies for foreign-funded enterprises, further enhance the confidence of foreign-funded electronic information enterprises in their long-term development in China, set up production lines and R&D centers in Chinese Mainland, and deepen the cooperation in the supply chain of the industrial chain in China. Continuously promote the normalization of exchange and cooperation mechanisms between relevant countries and regions in the fields of semiconductors, photovoltaics, lithium batteries, ultra high definition videos, spatiotemporal information, and new displays. Further optimize the business environment for foreign investment, provide good services for foreign investment projects, effectively guarantee the national treatment of foreign-funded enterprises in terms of factor acquisition, qualification licensing, standard setting, and government procurement, broaden the financing channels for foreign-funded enterprises in the electronic information manufacturing industry, and provide more convenience for personnel exchanges of foreign-funded enterprises in terms of entry and exit, residency, and other aspects.

5. Promote domestic and international dual circulation, and prudently respond to international trade barriers

Fully utilize the advantages of the domestic super large market and domestic demand potential, strengthen the advantages of the entire domestic industry chain, enhance the resilience of the independent and controllable supply chain, assist enterprises in effectively responding to international trade barriers, and stabilize the trade level of key products such as mobile phones, computers, and televisions. Support electronic information manufacturing enterprises to leverage flexibility, improve supply chain resilience, and expand diversified trade channels. Actively carry out the "China Tour of Foreign Trade Excellent Products" activity, promote the expansion of domestic sales of high-quality electronic information foreign trade products, and promote the integrated development of domestic and foreign trade in enterprises. Encourage financial institutions to expand the scale and coverage of export credit insurance coverage, increase financing support for electronic information foreign trade enterprises, and optimize cross-border trade settlement. Encourage the optimization of customs clearance and other services, and further improve international logistics. Explore the establishment of a special working mechanism for international cooperation in the field of electronic information, study and formulate national investment guidelines, guide regions and enterprises with conditions to go global in an orderly manner, and optimize the international production capacity layout in the field of electronic information.