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一 | 数据来源 中经数据CEIdata 电子信息制造业是数字经济的核心底座,也是现代工业体系的关键支撑。“十四五”以来,面对全球科技周期调整、地缘格局演变与市场需求变化,我国电子信息制造业始终保持战略定力,在调整中巩固、在变革中拓展,为工业经济稳增长提供了有力支撑。

二 | 生产保持强劲韧性,筑牢工业增长底盘。

AG.AL's victory was not decided until the final stage of the competition. In the last event, Trackmania, French player Gwen held his nerve under pressure to claim the title, helping AG.AL overtake Saudi Arabian club Team Falcons in the standings and secure the overall championship.
This victory reflects a new trend in global esports competition: competition among top clubs is no longer determined solely by one popular game or a single star player, but by a club's overall capabilities in multi-title strategy, talent development and global operations.
For AG, the title was not just a last-minute breakthrough, but the result of a global strategy that had been developed over years.
"Although the tournament itself lasted only around two months, we had been preparing for it for more than two years," Chen Longsheng (EDDY), AG.AL VP&COO, told the Global Times on Monday. He said AG began expanding its overseas esports operations around the EWC in 2024, selecting promising players from around the world and now covering more than 20 esports titles.
This multi-title strategy is also closely linked to EWC's unique competition format. Unlike traditional esports tournaments that often focus on a single major game, EWC adopts a club-based ranking system covering multiple titles, including Honor of Kings, CrossFire, and Trackmania. AG.AL competed in more than 10 events, accumulating points across different competitions before completing its comeback in the final stage, according to AG.
Chen said the format has also changed how clubs evaluate the value of different esports titles.
"From our perspective, there is no absolute distinction between major and minor titles. As long as players in a game have the ability and passion, they can help the club earn valuable points," he said.
He noted that titles such as Tekken and Trackmania may have smaller audiences compared with some mainstream esports games, but outstanding players in these fields can still become important contributors to a club's championship ambitions because they offer the same opportunity to earn crucial points.
Under this new competitive environment, esports clubs are also shifting from building teams around a single title toward developing more diverse talent systems.
However, for an esports club competing on the global stage, finding the right players is only the first step. Building a stable team among players from different countries and regions, while ensuring smooth operations at international tournaments, also tests a club's management capabilities.
"Cross-border operations involve challenges including language communication, contract arrangements, legal regulations, and player support," Chen said. "Different countries have different legal environments and salary systems, and coordinating all of these issues is actually very complicated."
According to AG, during this year's EWC, staff members followed the teams throughout the process, from players' arrival in Paris, to training arrangements, communication with tournament organizers, post-match interviews and their departure.
"Fans see the players on stage, but behind them there are many operations staff ensuring that the entire team runs smoothly," Chen said.
AG's own development journey also reflects the changes that have taken place in China's esports industry over the past two decades.
In 2001, AG's predecessor won the StarCraft title at the World Cyber Games (WCG) Grand Finals, earning China's first world-level esports gold medal. Twenty-five years later, AG once again reached the top of an international competition. But the way esports is contested has changed dramatically - from battles centered around individual games to competition among global clubs based on talent, operations, and broader ecosystems.
"Over the past two decades, Chinese esports have gradually moved beyond the era when success depended mainly on individual players or a single game title, and developed into a more mature ecosystem involving clubs, professional leagues, content creation, commercial partnerships, and international exchanges," Shanghai-based esports commentator Natto told the Global Times on Monday.
According to Natto, the growing international presence of Chinese esports clubs also reflects a broader change in how the industry views overseas markets.
"Going global is not only about sending teams abroad to compete," Natto said. "It also means understanding different audiences, building communication channels and allowing more people to see the diversity of Chinese esports."
。2021年至2025年,规模以上工业增加值增速连续5年保持正增长,分别为15.7%、7.6%、3.4%、11.8%和10.6%,其中3年实现两位数增长,增速常年位居工业领域前列。核心终端产品供给稳定,移动通信手持机年产量稳定在15亿台以上,2025年达15.41亿台;微型计算机设备年产量保持3亿台以上高位运行,2025年为3.32亿台。生产端的持续发力,为全球数字终端市场供需平衡提供了坚实保障。 结构升级向新而行,高端化转型成效显现。智能手机产量从2020年的11.03亿台增至2025年的12.7亿台,占手机总产量比重由75.1%提升至82.4%;集成电路产量从2614.2亿块增至4842.79亿块,5年接近翻番,年均增速达13.1%,成为自主可控的标志性突破。区域格局上,2025年江苏、广东、浙江集成电路产量分别为1734.3亿块、942.4亿块、419.0亿块,三省合计占全国六成以上。

三 | 产品与区域的分化演进,折射出产业从“量的扩张”向“质的提升”的深层转变。

四 | 核心部件加速突围,外贸结构持续优化。出口端,印刷电路出口量从2020年的363亿块增至2025年的594亿块,集成电路出口量从2598亿个增至3494.72亿个,二极管及类似半导体器件出口量从5796亿个增至7214亿个,高附加值产品出口动能持续增强。进口端,存储部件进口量从34308万台调整至20938万台,集成电路进口量在波动中趋于平稳。进出口结构的此消彼长,表明国内产业链配套能力稳步提升,自主可控水平迈上新台阶。 经营质效稳中有升,盈利韧性持续彰显。规上工业企业营业收入从2020年的12.38万亿元增至2025年的17.4万亿元,累计增幅超40%;利润总额在2021年达到9018.6亿元后,始终保持在7000亿元左右的稳健区间,2025年实现利润7508.5亿元,同比增长10.1%。2025年营业收入利润率回升至4.3%。行业效益稳步改善,为持续加大研发投入、推进技术攻关积蓄了充沛动能。 投资逻辑深刻转变,创新驱动蓄势待发。固定资产投资增速从2021年的22.3%高位逐步调整,2025年同比下降3.2%。这一变化折射出行业投资逻辑的战略性升级,从规模扩张型产能建设,转向技术创新型高端布局。研发攻关、产线升级与新兴赛道布局正成为投资重点,产业增长的内生动力正向创新驱动加速转换。 展望“十五五”,电子信息制造业将在保持规模稳步增长的基础上,推动产业结构升级向纵深迈进,加速半导体等关键领域技术突破与产能扩张,完善产业链协同创新生态。以数字化、智能化转型提升全要素生产率,持续增强产业链供应链韧性并提升安全水平,推动行业实现从规模驱动高速增长向创新驱动高质量发展的关键跃迁,在全球科技竞争中赢得主动、占得先机。 (肖宏伟 作者系国家发展改革委国家信息中心经济预测部政策仿真实验室主任、研究员)。
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