On August 22, 2025, the Ministry of Industry and Information (MIIT) and the State Administration for Market Regulation (SAMR) jointly issued Electronic Information Manufacturing Industry Stability and Growth Action Plan (2025-2026) (hereinafter referred to as the “Plan”). The Plan outlines 16 measures across three key domains, aiming to maintain China’s competitiveness in global electronics supply chains while advancing technological self-reliance.
The Plan sets key targets for China’s electronic information manufacturing sector. For 2025–2026, large-scale computer, communication, and electronic equipment manufacturing is expected to achieve around 7% average annual value-added growth. When including lithium batteries, photovoltaics, and components, the broader sector aims for over 5% annual revenue growth. By 2026, the sector is projected to remain the largest among China’s 41 industrial categories by both revenue and export share. Five provinces are expected to each generate over 1 trillion yuan in sector revenue, with the server industry exceeding 400 billion yuan. Domestically, 75-inch and larger color TVs are targeted to surpass 40% market penetration, while PCs and mobile phones will shift toward smarter and higher-end products.
To promote industrial transformation and upgrading, the Plan proposes to advance high-end development of electronic end-products and enhance supply capacity. It prioritizes critical segments and key areas, directing resources toward industry applications and consumer scenarios to strengthen electronics supply. The measures encourage innovation in AI-powered terminals, deeper integration of AI agents with hardware, and the establishment of intelligent grading standards for AI devices. Local authorities are urged to support pilot applications of AI terminals. Moreover, the Plan emphasizes high-quality development in photovoltaic (PV) and other sectors by addressing inefficient competition. It mandates legal measures against low-cost dumping of PV products, guides local governments in rational planning and capacity assessment for PV and lithium battery industries, and enforces quality management for PV modules and batteries. The policy reinforces existing manufacturing standards while enhancing coordination with investment, financial, and safety regulations to drive technological advancement.
In terms of consumption scenarios expansion, the Plan calls for boosting domestic demand and encouraging financial institutions to develop consumer finance services for electronics. It emphasizes innovation in technology and products to revitalize traditional electronic consumption. Support will be given to R&D and application of wearables in sectors such as healthcare, transportation, and education to foster new growth areas. The Plan also promotes the development of AI servers, efficient storage systems, and intelligent computing cloud services to empower high-performance computing fields including autonomous driving and biomedicine. Additionally, it aims to establish a Beidou-based precision spatiotemporal information service system and deepen its integration with smart connected vehicles and low-altitude economy.
Regarding sci-tech innovation and industrial integration, the Plan sets out to advance large-scale equipment upgrades and major projects in electronics manufacturing to achieve high-end, intelligent, and green development. It prioritizes advanced computing, new displays, servers, communication equipment, and smart hardware, emphasizing R&D in CPUs, high-performance AI servers, and hardware-software coordination, including compatibility tests for AI chips and large models. The policy also calls for forward-looking deployment of new infrastructure, improved management of existing facilities, and enhanced compatibility adaption for servers, chips, and key modules.
In conclusion, the Plan signals China’s intensified policy guidance toward high-end, intelligent, and green development in the electronics manufacturing industry. Foreign enterprises will need to adapt to elevated local technical standards, increased supply chain localization, and more intense market competition, while cooperation and market opportunities remain emerging areas such as AI computing power and electronic systems for the low-altitude economy.
Original source: https://www.miit.gov.cn/zwgk/zcwj/wjfb/tz/art/2025/art_e8e780ef457343699aaa9943a8a158b9.html
