In the first half of 2017, China's industrial economy continued the momentum of stable and good operation in the first quarter, and the effect of structural adjustment, transformation and upgrading was further revealed。Among them, the electronic information industry has performed prominently, maintained a rapid growth trend, and played a positive supporting and leading role in the transformation of old and new momentum of the industrial economy。
1. Production maintained rapid growth
From January to June, the added value of the electronics manufacturing industry increased by 13.9%, the growth rate accelerated from January to May.2 percentage points, up from 4 percent a year earlier.7 percentage points higher than the national industrial average growth rate of 7 percentage points。From the point of view of the growth rate of added value in major subsectors, computers (6.9%) and audiovisual equipment (1.9%) the growth rate of traditional machine fields is lower than the industry average;But electronic components (14.1%), electronic devices (13.6%) and battery manufacturing (24.5%), communication equipment manufacturing (17.8%) and electronic equipment manufacturing (24.(2%) and other basic and emerging areas maintain a high growth rate, showing that the structural adjustment of the electronic information industry continues to deepen, and the industrial foundation continues to consolidate。
(2) Industrial investment grew rapidly
From January to June, the computer, communications and other electronic equipment manufacturing industry completed fixed asset investment of 570.9 billion yuan, an increase of 27 percent year-on-year.4%, the growth rate is higher than the average level of the manufacturing industry in the same period.Nine percentage points。By field, semiconductor discrete device manufacturing, integrated circuit manufacturing and communication equipment manufacturing and other fields of investment growth is prominent, higher than the average level of the whole industry, computer, home audio-visual, radio and television equipment manufacturing and other fields of investment growth is relatively low。
3. Export growth slowed down
From January to June, the export of high-tech products in China was 289.2 billion US dollars, an increase of 6.9%, down 1. 1% from the first quarter.1 percentage point, lower than the national trade in goods export growth rate of 1.Six percentage points。From the perspective of major products, exports of mobile phones and their parts, computers, liquid crystal display boards and integrated circuits reached $64.6 billion, $69.5 billion, $11.9 billion and $28.8 billion, respectively, an increase of 6.5%、11.7%、3.0%和1.7%。
4. Efficiency needs to be improved
From January to May, the main business income of the electronic information manufacturing industry was 4,986.4 billion yuan, an increase of 14 percent year-on-year.0%;The total profit reached 228.7 billion yuan, an increase of 13 percent year-on-year.1%;Electronic information manufacturing industry income growth rate ahead of the industrial average 0.5 percentage points, but profit growth lagged behind 9.6 percentage points, the industry average profit margin of 4.6%, below the industrial average of 1.Five percentage points。In the first half of the year, the procurement costs of the core components and components of electronic products, such as liquid crystal panels and silicon wafers, continued to rise, and the price adjustment space of the whole electronic products was limited, which made it more difficult for enterprises to make profits。
(5) The conversion of kinetic energy still needs attention
At present, the pull role of traditional products such as color televisions and computers is weakening。From January to June this year, the domestic color TV market sales fell by 7.3 percent, mobile phone shipments fell 5.9%;Tablet and computer sales continue to shrink。At the same time, although emerging products such as wearable devices, AR/VR and drones are growing rapidly, the low-end phenomenon caused by lack of standards and excessive competition is increasingly prominent, which is not conducive to healthy development in the future。In addition, the development of integrated circuits, new displays, smart cities, intelligent manufacturing and other fields mainly rely on government investment, endogenous and sustainability is insufficient, it is difficult to support the long-term sustainable growth of the industry。
It is expected that in the second half of the year, the development of the electronic information industry will show a high and stable trend, the first three quarters, the industry added value increased by about 13%, investment increased by about 25%, and exports increased by about 5%。