Growth in the Electronic Information Manufacturing Industry

On September 4, 2025, the Ministry of Industry and Information Technology and the State Administration for Market Regulation released the Action Plan for Stabilizing Growth in the Electronic Information Manufacturing Industry (2025–2026) (hereinafter referred to as the “Plan”). This is an important policy document issued at a critical stage of transformation and upgrading in the electronic information industry.

The Plan emphasizes placing “stabilizing growth” as the top priority. Under the general guiding principle of “pursuing progress while maintaining stability,” it not only focuses on optimizing the supply system but also attaches importance to expanding demand. It seeks to promote qualitative improvement and reasonable quantitative growth in the electronic information manufacturing industry through innovation-driven development and institutional guarantees.

I. Main Contents of the Plan

The Plan outlines the development path for the next two years from three aspects: goal setting, key tasks, and safeguard measures.
1. Development Goals
The Plan sets out that by 2026, the scale and international competitiveness of the electronic information manufacturing industry should be significantly enhanced. Specific targets include:
1)	The average annual growth rate of added value in industries above designated size will remain around 7%.2)	The average annual revenue growth of key enterprises will exceed 5%.3)	The industry structure will be further optimized, with new growth points formed in areas such as smart terminals, servers, and new displays.
2. Key Tasks
The Plan unfolds across three dimensions:
1)	Supply-side Enhancement:a)	Promote the development of complete-machine products toward the high-end.b)	Accelerate breakthroughs in AI terminals, 5G/6G core technologies, photovoltaics, and energy storage batteries.c)	Strengthen the competitiveness of the entire chain through standardization, quality management, and intellectual property protection.
2)	Demand-side Expansion:a)	Promote consumption upgrading and support the rollout of wearable devices and smart home applications.b)	Drive the wide application of electronic information products in new scenarios such as healthcare, transportation, and education.c)	Accelerate the integration of electronic information with new infrastructure, and promote development in automotive electronics, satellite navigation, and the low-altitude economy.
3)	Integration of Technology and Industry:a)	Focus on key areas such as integrated circuits, advanced computing, new displays, all-solid-state batteries, and RISC-V.b)	Strengthen industry–university–research collaboration and achievement transformation.c)	Make good use of policy-based funds and supply chain financial tools to provide capital support for industrial innovation and SME development.
3. Safeguard Measures
The Plan establishes an implementation mechanism centered on ledger management, quarterly research, and typical case promotion to ensure that policies are implemented and effective.
II. Potential Opportunities and Impacts
From a legal and compliance perspective, the Plan will bring enterprises the following opportunities and challenges:
1.	Rising Standardization and Compliance RequirementsThe introduction of mandatory standards such as unique identification codes for drones and safety catalogs for energy storage batteries means enterprises need to improve compliance roadmaps early and prepare for product certification and quality traceability mechanisms in advance.
2.	Strengthened Legal Constraints on Competitive OrderThe Plan clearly proposes governance of “low-price competition” in accordance with the law. This serves as a warning for industries such as photovoltaics and batteries: in future marketing, bidding, and pricing strategies, greater attention must be paid to compliance reviews under anti-monopoly law and price law.
3.	Updated Intellectual Property Operation ModelsWith the promotion of patent pools and open-source patents, enterprises must not only strengthen their own patent reserves but also consider overseas patent risks and open-source license compliance, so as to avoid restrictions in the international market due to IP issues.
4.	Challenges in Data Security and Digital GovernanceAs the Plan promotes industrial digitalization and the circulation of data elements, enterprises must comply with the Data Security Law and the Personal Information Protection Law while pursuing business innovation—especially ensuring compliance in cross-border data transfers and cloud service applications.

5.	Compliance Pressure in Internationalization and Overseas ExpansionWhile encouraging enterprises to “go global,” the Plan also means they must face stricter export controls, sanctions screening, and trade barriers. How to leverage export credit insurance and cross-border settlement convenience while avoiding international compliance risks will become a new test.
Comment
Overall, the Plan not only provides clear guidance for the development direction of the electronic information manufacturing industry over the next two years, but also signals a “dual drive” of industrial policy and regulatory compliance.For enterprises, opportunities and challenges coexist: On the one hand, policy-based funds, industrial standards, and international cooperation bring new growth space; On the other hand, price order, intellectual property, data compliance, and international rules impose higher requirements.
Therefore, enterprises need to establish internal compliance ledgers as soon as possible, draw standardization and certification roadmaps, strengthen price compliance and IP management, and improve supply chain contract terms and international compliance frameworks. Only in this way can they seize opportunities during the policy window and move steadily toward high-quality development.
China: Interpretation of the Action Plan for Stabilizing Growth in the Electronic Information Manufacturing Industry (2025–2026)

China: Interpretation of the Action Plan for Stabilizing Growth in the Electronic Information Manufacturing Industry (2025–2026)
