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Summary of information from the meeting of the Ministry of Industry and Information Technology on December 21 - direction for 2024

author:Intelligent investment strategizing

On December 21, the National Conference on Industry and Information Technology was held in Beijing.

1. In 2024, it is necessary to deepen the "three products" action of raw materials and consumer goods to boost bulk consumption such as new energy vehicles and electronic products.

The meeting emphasized that in 2024, it is necessary to do a good job in the implementation of the steady growth policy, thoroughly implement the work plan for the steady growth of the ten major industries, support the major industrial provinces to continue to "take the lead", and do a good job in economic publicity, policy interpretation and public opinion guidance.

Deepen the "three products" action of raw materials and consumer goods, and boost bulk consumption such as new energy vehicles and electronic products.

Deepen the cooperation between industry and finance, and do a good job in the service guarantee of key foreign-funded projects in the manufacturing industry.

Maintain the steady growth of the tobacco industry.

2. In 2024, an action plan for future industrial development will be introduced, aiming at humanoid robots, quantum information and other industries.

The meeting emphasized that in 2024, it is necessary to accelerate the cultivation of emerging industries.

We will launch pilot projects for access and road access of intelligent networked vehicles, and promote the large-scale application of Beidou and the development of satellite Internet.

Expand emerging industries such as new energy, new materials, high-end equipment, biomedicine and high-end medical equipment, and safety emergency equipment, and create new growth points such as biomanufacturing, commercial aerospace, and low-altitude economy.

The action plan for future industrial development has been introduced, aiming at industries such as humanoid robots and quantum information, focusing on breakthroughs in key technologies, cultivating key products, and expanding scenario applications.

Summary of information from the meeting of the Ministry of Industry and Information Technology on December 21 - direction for 2024

3. In 2024, it is necessary to accelerate the layout of intelligent computing facilities and strengthen 6G pre-research.

The meeting emphasized that the high-quality development of the information and communication industry should be promoted in 2024.

Coordinate the work of "construction, use, and research", promote the large-scale deployment of 5G and gigabit optical networks, accelerate the deployment of intelligent computing facilities, and strengthen 6G pre-research.

Innovate the supervision of the information and communication market, promote the construction and rectification of work style, and improve the emergency communication plan and command system. Promote the large-scale application of 5G, and issue guidance on the high-quality development of the industrial Internet.

Carry out special actions to improve the protection of critical information infrastructure, and improve the level of data security management in the industry.

4. In 2024, it is necessary to fully implement the high-quality development action of the key industrial chain of the manufacturing industry.

The meeting emphasized that in 2024, it is necessary to focus on high-quality development, highlight the key points, grasp the key, and grasp the key tasks in 12 aspects.

Fully implement the high-quality development action of key industrial chains in the manufacturing industry.

Coordinate and promote key core technology research projects, industrial foundation reengineering projects and major technical equipment research projects, strengthen application traction, accelerate technological breakthroughs and application of achievements, and realize "turning points into beads and beads into chains".

Enhance the ability of industrial scientific and technological innovation. We will vigorously promote the deep integration of scientific and technological innovation and industrial innovation, deeply implement major scientific and technological innovation projects, continue to optimize the innovation platform network, accelerate the cultivation of innovative enterprises, and create an upgraded version of the "Torch" brand.

Promote the quality and efficiency of the park, and start the creation of a national new industrialization demonstration zone.

Summary of information from the meeting of the Ministry of Industry and Information Technology on December 21 - direction for 2024

5. In 2024, we will support the development of the battery swap mode of new energy vehicles, and do a good job in the pilot area of comprehensive electrification of vehicles in the public sector.

The meeting emphasized that in 2024, it is necessary to consolidate and enhance the leading position of advantageous industries.

Accelerate the strengthening of the chain and the extension of the chain, and enhance the competitiveness of the whole industry.

Support the development of the battery swap mode of new energy vehicles, and do a good job in the pilot area of comprehensive electrification of vehicles in the public sector.

Strengthen the standardization and guidance and quality supervision of the photovoltaic industry.

Promote the high-end application of rare earths in aerospace, electronic information, new energy and other fields.

6. In 2024, it is necessary to steadily promote carbon emission reduction in the industrial sector, and strictly control the new production capacity of steel, cement, and flat glass.

The meeting emphasized the need to promote the green and low-carbon development of industry.

Steadily promote carbon emission reduction in the industrial sector, strictly control the new production capacity of steel, cement and flat glass, carry out industrial digital carbon management pilots, deeply implement industrial energy efficiency and water efficiency improvement actions, actively explore emerging market-oriented ways for the comprehensive utilization of solid waste, vigorously develop green and low-carbon industries, and comprehensively promote green manufacturing.

Summary of information from the meeting of the Ministry of Industry and Information Technology on December 21 - direction for 2024

7. In 2024, it is necessary to strengthen the normative guidance of industries with excess capacity and relax access to the telecommunications market.

The meeting emphasized that the normative guidance for industries with excess capacity should be strengthened.

Implement the pilot project of new industry standardization.

Implement measures to fully open up the manufacturing industry, relax access to the telecommunications market, and deepen cooperation between bilateral and multilateral mechanisms.

Do a good job in the implementation of key projects such as the cultivation of talents in the manufacturing industry.

Strengthen the construction of the Communications Management Bureau. Support subordinate units to focus on the main business, highlight characteristics, and build core support capabilities.

Strengthen the supervision of the civil explosive industry, and do a good job in the supervision of the safety production of the communications industry and the construction of communication facilities.

Do a good job in ensuring communication services, network security, radio security and other major activities and emergencies.

8. It is estimated that the industrial added value will increase by more than 4.3% year-on-year in 2023

The meeting pointed out that 2023 is the first year for the full implementation of the party's 20th spirit, a year for economic recovery and development after the three-year transition of new crown epidemic prevention and control, and a milestone year in the history of mainland industrial development.

The industrial economy is showing a positive trend.

It is estimated that throughout the year, the industrial added value will increase by more than 4.3% year-on-year, and the proportion of the added value of the manufacturing industry in GDP will be basically stable, and the overall scale will remain the first in the world for 14 consecutive years.

The construction of major projects in the 14th Five-Year Plan has been accelerated.

The national defense science and technology industry and the tobacco industry maintained rapid growth.

The pace of high-quality development of key industrial chains in the manufacturing industry has accelerated.

The industrial base reengineering project and major technical equipment research projects have been steadily promoted, new breakthroughs have been made in innovation in key areas such as industrial machine tools and key software, the C919 large passenger aircraft has been put into commercial operation, the first domestic large-scale cruise ship "Aida Modu" has been officially named and delivered, the world's largest 16 MW offshore wind turbine with a single capacity has been connected to the grid for power generation, the domestic ECMO has completed registration and certification, the intelligent 6-line cotton picker has achieved mass production, and the Shenzhou 16 and 17 have been successfully launched. The construction of the manufacturing innovation system has been continuously strengthened.

Summary of information from the meeting of the Ministry of Industry and Information Technology on December 21 - direction for 2024

It is not intended as a securities recommendation or investment advice, it is intended to provide more information, and the author does not guarantee the accuracy of its content.