On September 5th, the Ministry of Industry and Information Technology and the Ministry of Finance issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry from 2023 to 2024". The electronic information manufacturing industry referred to in this plan includes related fields such as lithium-ion batteries, photovoltaic and component manufacturing.

The document proposes to coordinate resources and increase support for industries such as lithium batteries, sodium batteries, and energy storage, accelerate breakthroughs in weak links in key materials, equipment, and processes, and ensure the supply of high-quality lithium batteries and energy storage products. Implement the Notice on Promoting the Coordinated Development of the Photovoltaic Industry Chain Supply Chain and the Notice on Doing a Good Job in the Coordinated and Stable Development of the Lithium Ion Battery Industry Chain Supply Chain, promote the strengthening of coordination and coordinated development between the upstream and downstream of the photovoltaic and lithium battery industry chains, and build a unified large market. Strengthen the promotion and implementation of mandatory standards such as "Safety Requirements for Lithium Battery Sets Used in Electric Energy Storage Systems".

Fully mobilize the enthusiasm of various funds and social capital, further expand effective investment space, orderly promote the construction of major projects in key areas such as integrated circuits, new displays, communication equipment, intelligent hardware, and lithium-ion batteries, strengthen the guarantee of production factors such as energy resources and land use, actively attract resources from all parties, enhance the supply capacity of effective production capacity, strive for early production and effectiveness, and drive steady growth of investment in the entire industry.

Implement the "the Belt and Road" initiative, take advantage of the export-oriented development advantages of photovoltaic, lithium battery 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.

 

Action Plan for Stable Growth of Electronic Information Manufacturing Industry from 2023 to 2024

 

The electronic information manufacturing industry is a strategic, fundamental, and leading industry in the national economy, with a large scale, long industrial chain, and a wide range of fields involved. It is an important field for stabilizing industrial economic growth and maintaining national political and economic security. In order to implement the spirit of the 20th National Congress of the Communist Party of China 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 specially formulated, with an implementation period of 2023-2024. The electronic information manufacturing industry referred to in this plan includes computer, communication, and other electronic equipment manufacturing industries, as well as related fields such as lithium-ion batteries, photovoltaic, and component manufacturing.

1、 Overall requirements

（1） Guiding ideology

  Guided by Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era,Fully, accurately, and comprehensively implement the new development concept, adhere to the organic combination of expanding domestic demand strategy and deepening supply side structural reform, strengthen problem oriented, goal oriented, and result oriented, enhance the resilience and security level of the industrial chain supply chain, maintain the economic operation of the electronic information manufacturing industry within a reasonable range, and provide strong support for the stable growth of the industrial economy.

（2） Basic principles

 

Adhere to the combination of a promising government and an effective market. Fully leverage the decisive role of the market in resource allocation and stimulate the vitality of electronic information enterprises. Better leverage the role of the government, combine the advantages of market mechanisms and national systems, and form a pattern of organic unity, complementarity, coordination, and mutual promotion between market and government roles.

Adhere to the combination of effective supply and expanding demand. We will coordinate the expansion of domestic demand and deepen supply side structural reform, focus on releasing domestic market demand, reasonably guide the flow of industrial funds, improve resource allocation and utilization efficiency, continuously improve the quality of electronic information product supply, and meet people's aspirations for a better life.

 

Adhere to the combination of inheritance, consolidation, and innovative development. Optimize the industrial policy environment, consolidate the existing industrial scale, promote domestic gradient transfer of industries, and stabilize the basic market of foreign trade. Deeply implement the innovation driven development strategy, cultivate and strengthen hotspots in emerging fields, and promote the development of high-end, intelligent, and green industries.

 

Adhere to the combination of self reliance and international cooperation. Coordinate the domestic and international cycles, embed the global electronic information manufacturing division of labor system with a higher level of openness and depth, and maintain a strong attraction to global enterprises and resources. Based on our own resources, we will strengthen technological research in the field of basic foresight, and promote high-quality development of the industry.

2、 Main objectives

From 2023 to 2024, the average growth rate of added value in the computer, communication, and other electronic equipment manufacturing industry was around 5%, and the operating revenue of enterprises above designated size in the electronic information manufacturing industry exceeded 24 trillion yuan. In 2024, the proportion of 5G mobile phone shipments in China's mobile phone market exceeded 85%, the market share of 75 inch and above color televisions exceeded 25%, and the production of solar cells exceeded 450 gigawatts. The supply capacity of high-end products further improved, and new growth points continued to emerge; The industrial structure continues to be optimized, and the construction of industrial clusters continues to be promoted, forming a good situation of interconnected development and collaborative promotion between upstream and downstream.

3、 Work measures

 

（1） Firmly implement the strategy of expanding domestic demand and stimulate market potential

1. Promote the upgrading of consumption in traditional fields. Relying on technological and product form innovation to boost traditional electronic consumption such as mobile phones, computers, and televisions, continuously unleashing domestic market demand. Promote the high-end upgrading of mobile phone brands, cultivate and strengthen the ecosystem of the foldable screen mobile phone industry, and promote the maturity of the foldable screen mobile phone ecosystem from the perspectives of optimizing costs, improving technology, and increasing adaptation. Using intelligent and information-based methods to serve the needs of national sports and fitness, and promoting typical cases of intelligent sports. Actively addressing the accelerated aging of the population, doing a good job in guiding and standardizing the development of the smart health elderly care industry, publishing a catalog of smart health elderly care products and services, conducting pilot demonstrations of smart health elderly care applications, and continuously improving the standardization and systematization level of pilot demonstration work.

2. Cultivate and expand new growth points.

Virtual reality. Implement the Action Plan for the Integration and Development of Virtual Reality and Industry Applications (2022-2026), seize the strategic window period, enhance the core technology innovation ability 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, integrated media and other industries, carry out the collection of typical application cases of virtual reality and industry docking activities, and promote the deepening and implementation of the virtual reality industry.

Audiovisual industry. Research and formulate a new round of follow-up policies to support the development of the audiovisual industry, accelerate the cultivation of new growth points for audiovisual consumption, promote high-quality development in emerging fields such as automotive audiovisual and commercial displays, accelerate the cultivation of consumer demand for OLED TV, Mini LED, 8K, 75 inch and above high-end display products, lead the development of new technology for color television, and improve profitability.

Advanced computing. Promote the development and application of advanced computing industry, collect and connect application cases of advanced computing in industries, urban management and other fields, hold advanced computing technology innovation competitions and other activities, and accelerate the implementation and application of advanced technologies and products. Encourage greater 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 Beidou industry, create demonstration scenarios for Beidou application in the field of mass consumption, increase the popularization rate of Beidou application, and promote the industrialization, marketization, and large-scale development of Beidou.

 

New display. We aim to expand the application of AMOLED, Micro LED, 3D display, laser display and other technologies in fields such as new intelligent terminals, culture, tourism, landscape, and business display, and support the acceleration of paperless alternative applications such as LCD panels and electronic paper.

Intelligent photovoltaic. Deeply implement the "Action Plan for Innovative Development of Intelligent Photovoltaic Industry (2021-2025)", promote the innovative application of "intelligent photovoltaic+energy storage" in industries, agriculture, construction, transportation, and new energy vehicles, and release the fourth batch of intelligent photovoltaic pilot demonstration list.

 

（2） Increase investment and transformation efforts to promote high-end, green, and intelligent development

 

1. Support the construction of major projects. Fully mobilize the enthusiasm of various funds and social capital, further expand effective investment space, orderly promote the construction of major projects in key areas such as integrated circuits, new displays, communication equipment, intelligent hardware, and lithium-ion batteries, strengthen the guarantee of production factors such as energy resources and land use, actively attract resources from all parties, enhance the supply capacity of effective production capacity, strive for early production and effectiveness, and drive steady growth of investment in the entire industry.

2. Promote industry countercyclical upgrading and transformation. Accelerate industrial transformation and upgrading towards high-quality development, encourage enterprises to carry out countercyclical investment, and enhance industrial competitiveness. Support enterprises to accelerate the technological transformation and upgrading of production lines, eliminate outdated production capacity in accordance with laws and regulations, and increase the proportion of mid to high-end products.

3. Promote green manufacturing and intelligent upgrading. Encourage the construction of green factories in the electronic information manufacturing industry, conduct green factory evaluations 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 process technologies and equipment with functions such as energy efficient utilization, pollution reduction, waste resource utilization, and harmless treatment. Targeting carbon peak and carbon neutrality, we will promote the intelligent transformation and upgrading of the photovoltaic industry, support breakthroughs in key technologies of intelligent photovoltaic, innovative product applications, and the construction of public service platforms. Promote the upgrading and development of the LED industry, and expand the application of health lighting products.

 

（3） Stabilize the basic situation of foreign trade and enhance the level of industry openness and cooperation

 

1. Stabilize the export market. Guide the electronic complete machine industry to optimize the export product structure, increase the proportion of high value-added products exported, and create brand international competitiveness. Encourage and support enterprises to actively participate in international exhibitions and exhibitions, guide them 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. Together with relevant departments and key provinces and cities, we will assist enterprises in fully utilizing export tax refund policies, improving the efficiency of inbound and outbound logistics, and promoting the efficient integration of logistics elements.

2. Actively carry out international exchanges and cooperation. Adhere to expanding openness and win-win cooperation, continuously optimize the business environment for foreign investment, and encourage foreign enterprises to expand investment in the field of electronic information in China. Establish regular communication and cooperation mechanisms with relevant countries (regions) in fields such as integrated circuits, new displays, smart health care, ultra high definition videos, and Beidou applications. Implement the "the Belt and Road" initiative, take advantage of the export-oriented development advantages of photovoltaic, lithium battery 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 industry supply level

1. Improve the level of innovative development. Accelerate the innovation and iterative application of key core technologies in the field of information technology, and strengthen the forward-looking industrial layout of Micro LED, printing and display. Targeting key fields such as personal computing, new displays, VR/AR, 5G communication, and intelligent connected vehicles, we will promote technological breakthroughs in electronic materials, electronic specialized equipment, and electronic measuring instruments, research and establish an innovative public service platform for the electronic materials industry, and leverage public service functions such as the demonstration platform for integrated circuit material production and application, the National New Material Testing and Evaluation Platform, and the Electronic Materials Industry Center. Promote the innovative development of the energy electronics industry, implement the Guiding Opinions on Promoting the Development of the Energy Electronics Industry, and accelerate the integrated and innovative development of solar photovoltaic, new energy storage products, key terminal applications, and key information technologies.

2. Comprehensively improve supply capacity. Implement the "Several Policies to Promote the High Quality Development of the Integrated Circuit Industry and Software Industry in the New Era" and various detailed rules, implement the value-added tax addition and deduction policy for integrated circuit enterprises, and coordinate and solve the problems of enterprises in enjoying preferential policies. Efforts will be made to enhance the supply capacity of chips and actively coordinate the docking and communication between chip enterprises and application enterprises. To meet the development needs of the digital economy and other industries, optimize the layout of integrated circuits, new displays and other industries, and enhance the high-end supply level, and enhance the supporting capabilities of materials, equipment, and spare parts. Coordinate resources to increase support for industries such as lithium, sodium, and energy storage, accelerate breakthroughs in key materials, equipment, and weak processes, and ensure the supply of high-quality lithium and energy storage products.

（5） Maintain a smooth industrial and supply chain, and create a collaborative industrial ecosystem for development

1. Improve the modernization level of the industrial chain. Focusing on the fields of integrated circuits, new displays, servers, photovoltaics, etc., we will promote the replenishment of short board industries, the extension of advantageous industries, the upgrading of traditional industries, and the construction of emerging industries. We will promote innovation and integrated development in the upstream, midstream, and downstream of the industrial chain, comprehensively improving the stability of the industrial chain supply chain. Implement the Notice on Promoting the Coordinated Development of the Photovoltaic Industry Chain Supply Chain and the Notice on Doing a Good Job in the Coordinated and Stable Development of the Lithium Ion Battery Industry Chain Supply Chain, promote the strengthening of coordination and coordinated development between the upstream and downstream of the photovoltaic and lithium battery industry chains, and build a unified large market.

1. Improve the modernization level of the industrial chain. Focusing on the fields of integrated circuits, new displays, servers, photovoltaics, etc., we will promote the replenishment of short board industries, the extension of advantageous industries, the upgrading of traditional industries, and the construction of emerging industries. We will promote innovation and integrated development in the upstream, midstream, and downstream of the industrial chain, comprehensively improving the stability of the industrial chain supply chain. Implement the Notice on Promoting the Coordinated Development of the Photovoltaic Industry Chain Supply Chain and the Notice on Doing a Good Job in the Coordinated and Stable Development of the Lithium Ion Battery Industry Chain Supply Chain, promote the strengthening of coordination and coordinated development between the upstream and downstream of the photovoltaic and lithium battery industry chains, and build a unified large market.

2. Promote the integration and development of large, small and medium-sized enterprises. Support leading enterprises to become bigger and stronger, and continue to play a leading and supportive role. Encourage leading backbone enterprises to organically integrate with innovative small and medium-sized enterprises, universities, research institutions, and various maker groups around their main business direction to form a scale. Cultivate and attract a group of advantageous enterprises focusing on segmented markets and enriching the industrial chain system around the upstream and downstream industries and related fields with common technologies. Further accelerate the cultivation of specialized, refined, and innovative "small giant" enterprises, single champion manufacturing enterprises, and characteristic industrial clusters of small and medium-sized enterprises in the electronic information manufacturing industry, and encourage local support for eligible enterprises and clusters.

3. Optimize industrial layout. Give full play to the role of "chain owners" enterprises, optimize the allocation of industrial chain resources, and cultivate a group of advanced manufacturing clusters with international competitiveness. Encourage industrial optimization and restructuring, reasonably carry out enterprise mergers and acquisitions, overseas mergers and acquisitions, and promote orderly market competition. Support the establishment of a list of key electronic complete machine and upstream supply chain enterprises in advantageous electronic complete machine manufacturing regions, and ensure service assurance. Implement the Guiding Opinions on Promoting the Orderly Transfer of Manufacturing Industry and the Guiding Catalogue for the Development of Manufacturing Industry Transfer (2022 Edition), and encourage enterprises to prioritize the transfer to the central and western regions by organizing 1+N industry transfer docking activities.

（6） Optimize and improve the industrial policy environment to promote the smooth operation of the industrial economy

1. Promote the formulation and revision of standards. Continuously improve the standardization of electronic information technology, strengthen the integration of advanced technology and standards, and use high standards to assist high-tech innovation. Sort out the standard systems for basic electronic components, semiconductor devices, optoelectronic devices, electronic materials, new displays, integrated circuits, smart homes, virtual reality, and accelerate the development of key standards and the implementation of published standards. Strengthen the promotion and implementation of mandatory standards such as "Safety Requirements for Lithium Battery Sets Used in Electric Energy Storage Systems". Optimize the development of standards related to the viewing experience of smart TV users. Deeply participate in global standardization activities in the field of electronic information, and promote the "going global" of Chinese standards.

2. Increase fiscal and financial support. Implement policies such as tax incentives for high-tech enterprises, additional deductions for research and development expenses, and deferred tax payments for equity incentives, to reduce the burden on enterprises and encourage them to increase investment in research and development. Make good use of the first set and first batch policies, and promote the demonstration and application of electronic equipment and materials. Guide social capital to increase investment in the electronic information manufacturing industry, and support eligible enterprises to make good use of financing tools such as listing and issuing various bonds both domestically and internationally. Promote the high-quality construction of regional equity markets with specialized, refined, and innovative boards in various regions, and enhance the level of multi-level capital market services for specialized, refined, and innovative small and medium-sized enterprises. Organize various regions to carry out the "One Chain, One Policy, One Batch" financing promotion action for small and micro enterprises, and develop systematic solutions that accurately match the financing needs of small and micro enterprises on the chain.

2. Increase fiscal and financial support. Implement policies such as tax incentives for high-tech enterprises, additional deductions for research and development expenses, and deferred tax payments for equity incentives, to reduce the burden on enterprises and encourage them to increase investment in research and development. Make good use of the first set and first batch policies, and promote the demonstration and application of electronic equipment and materials. Guide social capital to increase investment in the electronic information manufacturing industry, and support eligible enterprises to make good use of financing tools such as listing and issuing various bonds both domestically and internationally. Promote the high-quality construction of regional equity markets with specialized, refined, and innovative boards in various regions, and enhance the level of multi-level capital market services for specialized, refined, and innovative small and medium-sized enterprises. Organize various regions to carry out the "One Chain, One Policy, One Batch" financing promotion action for small and micro enterprises, and develop systematic solutions that accurately match the financing needs of small and micro enterprises on the chain.

3. Strengthen the support of scientific and technological talents. Keep up with the forefront of information technology development, support the establishment of a professional and skilled talent training model that closely integrates industry and education, and encourage enterprises and universities to carry out order based talent training and modern apprenticeship pilot programs. Accelerate the self cultivation of talent teams, support key universities in carrying out the construction of the "Integrated Circuit Science and Engineering" first level discipline and integrated circuit colleges, and expand the scale of enrollment and specialized training. Create a favorable environment for promoting talent development, establish communication platforms for entrepreneurs and various professional talents, and create a favorable atmosphere for talent attraction and retention.

4、 Safeguard measures

（1） Strengthen organizational support. Relevant departments in various regions should combine reality, improve relevant policy supporting measures, stabilize the development of key fields and enterprises, build industry growth engines with unique characteristics and complementary advantages, and strive to achieve the expected goals. The competent departments of industry and information technology in various regions and relevant national industry associations shall report the progress of measures for stabilizing growth in their respective regions and industries at the end of November each year.

（2） Improve overall coordination. All relevant industry associations, societies, chambers of commerce, and other industry organizations should actively establish communication and display platforms, regularly release industry operation information, timely reflect and help enterprises solve difficulties. All relevant universities and research institutes should timely study and assess the impact of domestic and foreign situations on their respective industries and fields, strengthen expected management, and jointly provide suggestions and wisdom for the stable growth of the electronic information manufacturing industry.

 

（3） Strengthen operational scheduling. Establish a scheduling mechanism for the operation of key provinces, cities, and industry associations in the electronic information manufacturing industry, and strengthen monitoring of the operation of key regions, important fields, and major enterprises. Organize quarterly industry operation symposiums to conduct early warning and analysis of emerging, tendentious, and potential issues, and make policy reserves. Conduct quarterly research on stable growth topics, dynamically grasp industry development trends, and coordinate to solve practical difficulties. Timely promote local experience and practices.

（4） Create a positive atmosphere. Conduct various forms of lectures, training, and policy interpretation. Taking advantage of international conferences such as the World Ultra High Definition Video Industry Development Conference, the World Integrated Circuit Conference, the World Display Industry Conference, the World Computing Conference, and the World VR Industry Conference, we will strengthen in-depth exchanges between industry, academia, research, and application, gather consensus on industry development, and form a good atmosphere for jointly promoting industry development.