On September 5, the Ministry of Industry and Information Technology and the Ministry of Finance recently jointly issued the "Electronic Information Manufacturing Industry 2023-2024 stable Growth Action Plan". The "action plan" proposes that the average growth rate of the added value of the computer, communications and other electronic equipment manufacturing industry will be about 5% from 2023 to 2024, and the operating income of enterprises above designated size in the electronic information manufacturing industry will exceed 24 trillion yuan. In 2024, 5G mobile phone shipments in China's mobile phone market will account for more than 85%, 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.
We will study and formulate a new round of policies to support the development of the audiovisual industry and accelerate the cultivation of new growth points of audiovisual consumption.
The "Action Plan" proposes to study and formulate a new round of continuous policies to support the development of the audiovisual industry, accelerate the cultivation of new growth points of audiovisual consumption, promote the high-quality development of emerging fields such as vehicle audiovisual and commercial display, and accelerate the cultivation of OLED TV, Mini LED, 8K, 75-inch and above high-end display machine product consumption demand. Lead the development of new color TV technology, improve the level of profitability.
Encourage the construction of data infrastructure and artificial intelligence infrastructure to meet the needs of artificial intelligence and large model applications.
The "Action Plan" proposes to promote the development and application of advanced computing industry, carry out the collection and application docking of advanced computing application cases in industrial and urban management and other fields, hold activities such as advanced computing technology innovation competitions, and accelerate the application of advanced technologies and products. Encourage the construction of data infrastructure and artificial intelligence infrastructure to meet the needs of artificial intelligence and large model applications.
Guide social capital to increase investment in the electronic information manufacturing industry to support qualified enterprises to use domestic and foreign listing financing.
The Action Plan proposes to increase fiscal and financial support. We will implement policies such as preferential tax treatment for high-tech enterprises, additional deductions for research and development expenses, and deferred tax on equity awards to reduce the burden on enterprises and encourage them to increase investment in research and development. Make good use of the first (set) and the first batch of policies to promote the demonstration application of electronic equipment and electronic materials. Guide social capital to increase investment in the electronic information manufacturing industry, and support qualified enterprises to make good use of domestic and foreign listing financing, issuing various types of bonds and other financing tools. Promote the high-quality construction of regional equity market "specialized and special new" specialized board, and improve the level of multi-level capital market service specialized and special new small and medium-sized enterprises. Organize local governments to carry out "one chain, one policy and one batch" financing promotion actions for small and medium-sized enterprises, and formulate systematic solutions that accurately match the financing needs of small and medium-sized enterprises on the chain.
Enhance the core technology innovation ability of virtual reality industry to promote the continuous enrichment of virtual reality intelligent terminal products.
The Action Plan proposes to implement the Action Plan for the Integrated Development of Virtual Reality and Industry Applications (2022-2026), grasp the strategic window period, improve the core technology innovation capability of the virtual reality industry, and promote the continuous enrichment of virtual reality intelligent terminal products. Deepen the organic integration of virtual reality with industrial production, cultural tourism, fusion media and other industries, carry out the collection of virtual reality typical application cases and industrial docking activities, and promote the virtual reality industry to go deep and solid.
Support liquid crystal panel, electronic paper, etc. to accelerate paperless alternative applications.
The "Action Plan" proposes to promote the expansion of applications such as AMOLED, Micro-LED, 3D display, and laser display for new intelligent terminals, culture, tourism, landscape, and commercial display, and support the expansion of paperless alternative applications such as liquid crystal panels and electronic paper.
To promote the innovative application of "smart photovoltaic + energy storage" in industry, agriculture and other fields, the fourth batch of smart photovoltaic pilot demonstration list was released.
The "Action Plan" proposes to further implement the "Smart Photovoltaic Industry Innovation and Development Action Plan (2021-2025)", promote the innovative application of "smart photovoltaic + energy storage" in the fields of industry, agriculture, construction, transportation and new energy vehicles, and release the fourth batch of smart photovoltaic pilot demonstration list.
We will optimize the layout of industries such as integrated circuits and new displays and raise the level of high-end supply
The "Action Plan" proposes to implement the "Several Policies to promote the high-quality development of the Integrated Circuit Industry and software Industry in the New Era" and various rules, implement the value-added tax deduction and deduction policy for integrated circuit enterprises, and coordinate to solve the problems of enterprises in enjoying preferential policies. Efforts should be made to improve the chip supply capacity and actively coordinate the docking and communication between chip enterprises and application enterprises. To meet the development needs of the digital economy, we will optimize the layout of industries such as integrated circuits and new displays, raise the level of high-end supply, and enhance the supporting capacity of materials, equipment and spare parts. Overall resources to increase support for lithium, sodium, energy storage and other industries, accelerate the breakthrough of key material equipment and weak links in the process, and ensure the supply of high-quality lithium and energy storage products.
The following is the specific program notice:
Notice on the issuance of the electronic information Manufacturing Industry 2023-2024 steady Growth action plan
Electronic information manufacturing industry is a strategic, basic and leading industry of the national economy, with a large total scale, a long industrial chain and a wide range of fields, and is an important field to stabilize industrial economic growth and maintain national political and economic security. In order to implement the spirit of the Party's 20th National Congress and the Central Economic Work Conference, better play the supporting, leading and empowering role of the electronic information manufacturing industry in the industrial industry, and help achieve the main expected goals of industrial economic development, this plan is formulated, and the implementation period is 2023-2024. The electronic information manufacturing industry referred to in this program includes computer, communication and other electronic equipment manufacturing, as well as lithium-ion battery, photovoltaic and component manufacturing and other related fields.
I. General requirements
(1) Guiding ideology
To provide strong support for the steady growth of the industrial economy.
(2) Basic principles
We must combine a successful government with an effective market. Give full play to the decisive role of the market in resource allocation and stimulate the vitality of electronic information enterprises. We will give better play to the role of the government, combine the strengths of market mechanisms and the national system, and form a pattern in which the role of the market and the role of the government are organically unified, mutually complementary, coordinated, and mutually reinforcing.
We should combine effective supply with expanding demand. We will coordinate efforts to expand domestic demand and deepen supply-side structural reform, focus on releasing domestic market demand, rationally guide the flow of industrial capital, improve the efficiency of resource allocation and utilization, and continuously improve the quality of the supply of electronic information products to meet people's aspirations for a better life.
We will continue to combine inheritance and consolidation with innovative development. Optimize the industrial policy environment, consolidate the existing industrial scale, promote the domestic gradient transfer of industries, and stabilize the basic plate of foreign trade. We will thoroughly implement the innovation-driven development strategy, foster and strengthen hot spots in emerging areas, and promote the high-end, intelligent and green development of industries.
Adhere to the combination of self-reliance and international cooperation. Coordinate the domestic and international cycles, deeply embed the global electronic information manufacturing division system with a higher level of openness, and maintain a strong attraction for global enterprises and resources. Based on their own resources, strengthen basic forward-looking field technology research, and promote high-quality industrial development.
From 2023 to 2024, the average growth rate of the added value of the computer, communications and other electronic equipment manufacturing industry will be about 5%, and the operating income of enterprises above designated size in the electronic information manufacturing industry will exceed 24 trillion yuan. In 2024, 5G mobile phone shipments in China's mobile phone market will account for more than 85%, 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.
Third, work measures.
1. Firmly implementing the strategy of expanding domestic demand and tapping market potential
1. Promote the upgrading of consumption in traditional areas. Relying on technology and product form innovation to boost traditional electronic consumption such as mobile phones, computers and televisions, and constantly release domestic market demand. Promote the high-end upgrading of mobile phone brands, cultivate and expand the folding screen mobile phone industry ecology, and promote the maturity of the folding screen mobile phone ecology from the perspective of optimizing costs, improving technology, and increasing adaptation. We will use intelligent and information-based means to serve the needs of national sports and fitness, and publicize and promote typical cases of smart sports. Actively respond to the problem of accelerating population aging, do a good job in guiding and standardizing the development of the smart and healthy elderly care industry, publish a catalog of smart and healthy elderly care products and services, carry out pilot demonstrations of smart and healthy elderly care applications, and continue to improve the standardization and systematization of pilot demonstration work.
2. Foster and strengthen new growth areas.
Virtual reality. Implement the Action Plan for the Integrated Development of Virtual Reality and Industry Applications (2022-2026), grasp the strategic window period, improve the core technology innovation capability of the virtual reality industry, and promote the continuous enrichment of virtual reality intelligent terminal products. Deepen the organic integration of virtual reality with industrial production, cultural tourism, fusion media and other industries, carry out the collection of virtual reality typical application cases and industrial docking activities, and promote the virtual reality industry to go deep and solid.
The audio-visual industry. To study and formulate a new round of policies to support the development of the audiovisual industry, accelerate the cultivation of new growth points of audiovisual consumption, promote the high-quality development of emerging fields such as vehicle audiovisual and commercial display, accelerate the cultivation of OLED TV, Mini LED, 8K, 75-inch and above high-end display machine product consumption demand, and lead the development of new color TV technology. Increase profitability.
Advanced computing. Promote the development and application of advanced computing industry, carry out the collection and application docking of advanced computing application cases in industrial and urban management fields, hold advanced computing technology innovation competitions and other activities, and accelerate the application of advanced technologies and products. Encourage the construction of data infrastructure and artificial intelligence infrastructure to meet the needs of artificial intelligence and large model applications.
Beidou application. Implement the "Several Opinions on the Promotion and Application of Beidou in the Field of Mass Consumption", enhance the supply capacity of the Beidou industry, create demonstration scenarios for the Beidou application in the field of mass consumption, improve the popularization rate of the Beidou application, and promote the industrialization, marketization and large-scale development of the Beidou.
The new display. For new intelligent terminals, culture, tourism, landscape, commercial display and other fields, promote the expansion of AMOLED, Micro-LED, 3D display, laser display and other applications, support liquid crystal panels, electronic paper and other to accelerate paperless alternative applications.
Smart photovoltaic. In-depth implementation of the "Smart Photovoltaic Industry Innovation and Development Action Plan (2021-2025)", to promote the innovative application of "smart photovoltaic + energy storage" in the fields of industry, agriculture, construction, transportation and new energy vehicles, and release the fourth batch of smart photovoltaic pilot demonstration list.
2. Increase investment in transformation and promote high-end, green and intelligent development.
1. Support the construction of major projects. We will fully mobilize the enthusiasm of various funds and private capital, further expand the space for effective investment, start construction of major projects in key areas such as integrated circuits, new displays, communications equipment, smart hardware, and lithium-ion batteries in an orderly manner, strengthen the guarantee of production factors such as energy, resources, and land for employment, actively attract resources from all sides, and increase effective production capacity supply. Strive to put into production as early as possible and achieve early results, and drive the steady growth of investment in the whole industry.
2. Promote countercyclical industrial upgrading. We will accelerate industrial transformation and upgrading toward high-quality development, encourage enterprises to make countercyclical investment, and enhance industrial competitiveness. We will support enterprises in accelerating technological upgrading of production lines, eliminate outdated production capacity in accordance with the law and regulations, and increase the proportion of medium and high-end products.
3. Promote green manufacturing and intelligent upgrading. Encourage the construction of green factories in the electronic information manufacturing industry, carry out the evaluation of green factories in accordance with the "Guidelines for the Evaluation of green Factories in the Electronic Information Manufacturing Industry", promote the recycling of industrial resources, and vigorously develop and promote the process technology and equipment with the functions of energy efficient utilization, pollution reduction, waste resource utilization and harmless treatment. To achieve carbon peak carbon neutrality, promote the intelligent transformation and upgrading of the photovoltaic industry, and support the breakthrough of smart photovoltaic key technologies, product innovation and application, and the construction of public service platforms. Promote the upgrading and development of the LED industry, and promote the expansion of applications such as health lighting products.
(3) Stabilize the basic market of foreign trade and enhance the level of opening up and cooperation in the industry
1. Stabilize the export market. Guide the electronic machine industry to optimize the export product structure, increase the export proportion of high value-added products, and build the international competitiveness of the brand. Encourage and support enterprises to actively participate in international exhibitions and display activities, guide enterprises to seize digital trade opportunities, continue to promote export enterprises to carry out cross-border e-commerce business, and deeply tap the potential of online and offline international markets. We will work with relevant departments and key provinces and cities to help enterprises make full use of the export tax rebate policy, improve the efficiency of inbound and outbound logistics, and promote the efficient integration of logistics elements.
2. Actively carry out international exchanges and cooperation. Adhere to greater openness and win-win cooperation, continue to optimize the business environment for foreign investment, and encourage foreign enterprises to expand investment in the electronic information field in China. Establish regular exchange and cooperation mechanisms with relevant countries (regions) in the fields of integrated circuits, new displays, smart health care, ultra-high-definition video, and Beidou applications. Implement the "Belt and Road" initiative, take advantage of the export-oriented development advantages of photovoltaic, lithium and other industries and the opportunities of the global energy revolution, carry out bilateral and multilateral exchanges, and promote the process of international production capacity and application cooperation.
(4) Deepen supply-side structural reform and improve the supply level of the industry
1. Raise the level of innovation and development. Accelerate the innovation and iterative application of key core technologies in the field of information technology, and strengthen the forward-looking industrial layout such as Micro-LED and printed display. For key areas such as personal computing, new display, VR/AR, 5G communication, and intelligent connected vehicles, we will promote technological breakthroughs in electronic materials, electronic special equipment, and electronic measuring instruments, and study and establish a public service platform for innovation in the electronic materials industry. Give full play to public service functions such as the integrated circuit material production and application demonstration platform and the national new material test and evaluation platform for electronic materials industry center. Promote the innovation and development of the energy electronics industry, implement the Guiding Opinions on Promoting the Development of the Energy Electronics Industry, and accelerate the integration and innovation and development of solar photovoltaic, new energy storage products, key terminal applications, and key information technologies.
2. Comprehensively enhance supply capacity. Implement the "Several Policies to Promote the High-quality Development of Integrated Circuit Industry and Software Industry in the New Era" and various rules, implement the value-added tax deduction and deduction policy for integrated circuit enterprises, and coordinate to solve the problems of enterprises in enjoying preferential policies. Efforts should be made to improve the chip supply capacity and actively coordinate the docking and communication between chip enterprises and application enterprises. To meet the development needs of the digital economy, we will optimize the layout of industries such as integrated circuits and new displays, raise the level of high-end supply, and enhance the supporting capacity of materials, equipment and spare parts. Overall resources to increase support for lithium, sodium, energy storage and other industries, accelerate the breakthrough of key material equipment and weak links in the process, and ensure the supply of high-quality lithium and energy storage products.
5. Keep industrial and supply chains smooth and build an industrial ecosystem for coordinated development.
1. Modernize the industrial chain. Focusing on integrated circuits, new displays, servers, photovoltaic and other fields, we will promote weak board industries to supplement the chain, advantageous industries to extend the chain, traditional industries to upgrade the chain, and emerging industries to build the chain, promote the integration of the industrial chain, the middle and downstream innovation, through development, and comprehensively improve the stability of the industrial chain and supply chain. Implement the "Notice on Promoting the Coordinated Development of photovoltaic industry chain Supply Chain" and "on doing a good job in the lithium-ion battery industry chain supply chain.
