First time in the world! The Ministry of Industry and Information Technology made a heavy voice
On January 19th, the State Council held a press conference. The relevant person in charge of the Ministry of Industry and Information Technology introduced the development of industry and informatization in 2023 and answered questions from reporters.
The relevant person in charge pointed out that in 2023, the added value of industrial enterprises above designated size increased by 4.6% year-on-year, and 28 of the 41 major industrial sectors maintained growth. For the first time, the export volume of "new three products" exceeded one trillion, and the shipbuilding market share ranked first in the world for 14 consecutive years.
In 2023, automobile production and sales exceeded 30 million vehicles for the first time, with production and sales reaching 30.161 million vehicles and 30.094 million vehicles respectively, up by 11.6% and 12% year-on-year, reaching a record high and ranking first in the world for 15 consecutive years. In 2001, 4.91 million vehicles were exported, a year-on-year increase of 57.9%, ranking first in the world for the first time.
In addition, the Ministry of Industry and Information Technology and relevant departments will guide financial resources to increase support for major strategies, key areas and weak links in manufacturing. The balance of medium and long-term loans in the manufacturing industry has maintained a growth rate of around 30% for three consecutive years, and the financing scale of the national industry-industry integration platform has increased by 68% year-on-year. In the next step, we will focus on bio-manufacturing, artificial intelligence, inland river ships, low-altitude economy and other fields to explore early hard science and technology projects, guide financial capital, social capital and industrial capital to continue to invest, and at the same time continue to do a good job in listing and cultivating enterprises with the joint stock exchange.
The industrial added value increased by 4.6%.
Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, pointed out that in 2023, the added value of industrial enterprises above designated size increased by 4.6% year-on-year, an increase of 1 percentage point over 2022. Among them, the added value of industrial enterprises above designated size increased by 5.0% year-on-year. The overall scale of manufacturing industry ranks first in the world for 14 consecutive years.
Specifically, industrial production has stabilized and accelerated, and 28 of the 41 major industrial sectors have maintained growth. The ten key industries are basically stable, with an average growth rate of over 5%. The production growth rate of electrical machinery and equipment, automobiles and other industries all exceeded 10%, and the industrial added value growth rate of the automobile industry reached 13%.
The industrial economy of most provinces has recovered steadily, and the industrial added value of most provinces has increased year-on-year, and the growth area of provinces has increased by nearly 20% compared with 2022. The growth rate of 8 of the 10 major industrial provinces is higher than the overall growth rate of industrial added value in the national regulations. The growth rates of Jiangsu, Shandong, Anhui and other provinces all exceeded 7%.
The benefits of enterprises have steadily rebounded. By the end of November 2023, the losses of industrial enterprises have been narrowing for eight consecutive months since April 2023. The growth rate of operating income of industrial enterprises above designated size has rebounded for five consecutive months.
Investment in industrial fixed assets maintained growth, with a year-on-year increase of 9%; Investment in fixed social assets in the whole society increased by 3%. Among them, the growth rate of manufacturing investment has accelerated since August 2023, and the growth rate of investment in automobiles, electrical machinery and equipment, chemicals, non-ferrous metals and other industries is higher than 10%.
In addition, the market is expected to be stable and positive. By the end of November 2023, the number of industrial enterprises above designated size had reached 483,000, an increase of 32,000 compared with the end of 2022. The expected index of manufacturing PMI production and operation activities has risen for three consecutive months since October 2023, and the annual index is higher than the critical point.
Automobile exports ranked first in the world for the first time.
In 2023, China’s automobile industry made a breakthrough. Xin Guobin pointed out that last year, automobile production and sales exceeded 30 million vehicles for the first time, and the production and sales reached 30.161 million vehicles and 30.094 million vehicles respectively, up 11.6% and 12% year-on-year, reaching a record high and ranking first in the world for 15 consecutive years. The retail sales of automobiles reached 4.86 trillion yuan, accounting for 10.3% of the total retail sales of social consumer goods, and the added value of industrial enterprises above designated size of automobile manufacturing increased by 13% year-on-year.
New energy vehicles continue to lead the world. In 2023, the production and sales of new energy vehicles were 9.587 million and 9.495 million respectively, up by 35.8% and 37.9% respectively, and the sales of new cars reached 31.6% of the total sales of new cars.
Foreign trade exports have further stepped up to a new level. In 2023, the total vehicle export was 4.91 million, up 57.9% year-on-year, ranking first in the world for the first time. Among them, the export of new energy vehicles was 1.203 million, a year-on-year increase of 77.6%. Power battery exports reached 127.4 GWh, up 87.1% year-on-year.
Xin Guobin also pointed out that the development of the automobile industry still faces many challenges-most new energy automobile companies have not yet achieved profitability, there are shortcomings in areas such as automotive chips, and insufficient coordination on the development of intelligent networked vehicles.
For the next stage to promote the high-quality development of the automobile industry, the Ministry of Industry and Information Technology has made the following arrangements:
First, we will implement preferential policies such as tax reduction and exemption for the purchase of small cars, carry out comprehensive electrification pilot projects for vehicles in the public sector and activities of new energy vehicles going to the countryside, actively expand the consumption of new energy vehicles, and maintain stable industrial operation.
The second is to support enterprises to carry out joint innovation, increase technical research on vehicle chips, all-solid-state batteries and high-level autonomous driving, and further enhance the market competitiveness of products.
Third, organize the pilot application of intelligent networked vehicle access and "vehicle-Lu Yun integration", speed up the construction of infrastructure such as roadside perception and networked cloud control, further improve the standard system of vehicle end, road end and network end, and further promote the commercial application of intelligent networked vehicles.
The fourth is to further strengthen the overall layout of industrial development, prevent and resolve the risk of overcapacity, and maintain fair competition market order. Continue to promote the international development of the automobile industry, promote the elimination of various forms of trade protection policies, and create a good international and domestic environment for industrial development.
The United Stock Exchange should do a good job in listing and cultivating enterprises.
The 2023 financial work conference pointed out that it is necessary to adhere to the fundamental purpose of financial services to the real economy. Xin Guobin said that at present, the Ministry of Industry and Information Technology has carried out strategic cooperation with 22 financial institutions across the country, initially forming a work pattern of industry-integration, which is coordinated by departments, coordinated by central and local governments, coordinated by various policies, and widely participated by financial institutions. The data shows that the balance of medium and long-term loans in the manufacturing industry has maintained a growth rate of around 30% for three consecutive years, and the financing scale of the national industrial integration platform has increased by 68% year-on-year.
Relying on the hard science and technology attribute evaluation and listing cultivation mechanism jointly established with the stock exchange and local supporting policy incentives, we will guide social capital to invest early and invest small in hard science and technology, and build a sustained and stable innovation investment mechanism to make up for shortcomings, forge long boards and strengthen foundations. In the engineering stage, leading enterprises or dominant enterprises in the industrial chain put forward R&D needs, determine the respondents by "revealing the list" and other ways, include R&D projects in the scope of hard technology, encourage investment institutions to support R&D activities, and promote further supporting preferential policies where the projects land. In the stage of industrialization and marketization, some preferential loans, industrial investment, insurance compensation and other policies should be adapted accordingly to help innovative achievements quickly open up the market, including market verification and technical iteration.
Xin Guobin made it clear that this year, the Ministry of Industry and Information Technology will continue to further promote the integration of production and operation and strengthen cooperation with financial management departments. Expand the implementation of the special scope of "financial integration of science and technology industry" and hold special roadshows for the transformation of scientific and technological achievements in colleges and parks. Continue to carry out the construction and evaluation of hard science and technology attribute evaluation standards in subdivision fields. Focus on bio-manufacturing, artificial intelligence, inland river ships, low-altitude economy and other fields to explore early hard science and technology projects, guide financial capital, social capital and industrial capital to continue to invest, and at the same time continue to do a good job in listing and cultivating enterprises with the joint stock exchange, unblock the channels for capital withdrawal, promote the further virtuous circle of "science and technology-industry-finance" and promote the construction of a modern industrial system.
Promote the research and development of 5G-A and 5G lightweight products and accelerate the research of 6G technology.
In 2023, China’s information and communication industry grew steadily and continuously, and 5G innovation and development led the world. Zhao Zhiguo, spokesperson and chief engineer of the Ministry of Industry and Information Technology, said that by the end of 2023, the total number of 5G base stations in China had reached 3.377 million, the network base was further consolidated, and the network applications were constantly enriched. Applications in the 5G industry have been integrated into 71 national economic categories, with more than 94,000 application cases and 29,000 virtual private networks in the 5G industry. The application of 5G has been deeply promoted in industries such as industry, mining, electric power, port and medical treatment.
The continuous growth of 5G mobile phone users and the rapid increase of 5G traffic consumption have promoted the vigorous development of emerging services such as naked-eye 3D and cloud mobile phones, effectively expanding the development space of the mobile communication market. By the end of last year, there were 805 million users of 5G mobile phones, and 5G network access traffic accounted for 47%. According to the calculation of research institutions, it is estimated that 5G will directly drive the total economic output by 1.86 trillion yuan in 2023, an increase of 29% over 2022.
Zhao Zhiguo said that in the next step, the Ministry of Industry and Information Technology will study and introduce a continuation policy for the development of 5G applications, give full play to the guiding role of policies, and promote the high-quality development of the entire value chain of the 5G industry chain. Accelerate the construction of 5G networks and promote the deep coverage of mobile networks in key places. Strengthen the construction of 5G convergence application standard system, and continue to promote the technological evolution and product research and development of 5G-A and 5G lightweight. At the same time, accelerate the research of 6G technology, carry out technical experiments and strengthen technical reserves.
The prospect of comprehensive utilization of waste power batteries can be expected
Green and low-carbon is the production background of new industrialization. When asked about the achievements of industrial green and low-carbon transformation in 2023, Tao Qing, spokesperson of the Ministry of Industry and Information Technology and director of the Operation Monitoring Coordination Bureau, responded that the industrial structure has been continuously optimized, and backward production capacity in industries such as steel, electrolytic aluminum, petrochemical industry and building materials has been further withdrawn, and 78 steel enterprises have completed the whole process of ultra-low emission transformation with 390 million tons of crude steel production capacity.
The release of green kinetic energy is accelerated. The 16 MW offshore wind turbine with the largest single unit capacity in the world has been successfully connected to the grid for power generation, and the output of the main links in the photovoltaic industry chain has remained the first in the world for many years. The total output value of environmental protection equipment manufacturing industry is expected to exceed 970 billion yuan.
The comprehensive utilization system of industrial resources was further improved. In the whole year, 239 enterprises for comprehensive utilization of renewable resources such as waste steel, waste paper and waste power batteries of new energy vehicles were selected, and the comprehensive utilization of waste power batteries of new energy vehicles was 225,000 tons.
In the next step, the Ministry of Industry and Information Technology will continue to promote the implementation of the 14 th Five-Year Plan for Industrial Green Development. In 2024, it is planned to formulate about 100 carbon footprint rules and standards for key products. Vigorously develop green and low-carbon industries such as hydrogen energy and energy storage, improve the requirements of backward production capacity, energy consumption and environmental protection, and accelerate the synergy of pollution reduction and carbon reduction.
In-depth implementation of the green manufacturing project, in 2024, we will strive to cultivate 1,000 new green factories at the national level, improve the green manufacturing service system, and pilot the implementation of "enterprise green code". Give full play to the role of national production integration as a platform, and actively create green consumption scenarios in new energy vehicles and green household appliances.
Accelerate the construction of waste recycling system and encourage qualified areas to create "waste-free parks" and "waste-free enterprises". Promote the development of industrial norms for the comprehensive utilization of renewable resources. In 2024, the comprehensive utilization of major varieties of renewable resources should increase steadily, improve the emerging solid waste utilization system, and strive to achieve an annual comprehensive utilization of waste power batteries of more than 260,000 tons.
The reporter noted that the Ministry of Industry and Information Technology recently announced the fifth batch of enterprises that meet the "Industrial Standards and Conditions for Comprehensive Utilization of Waste Power Batteries in New Energy Vehicles". Up to now, the Ministry of Industry and Information Technology has announced a total of 148 compliance enterprises in five batches, including 85 echelon utilization enterprises and 48 recycling enterprises, and 15 enterprises involved in echelon and recycling at the same time.
Feng Yi, general manager of China Automobile Data Co., Ltd., said in an interview with the Securities Times reporter that the comprehensive utilization enterprises of waste power batteries have covered 24 provincial-level administrative regions in China, and the number of comprehensive utilization enterprises in each region basically matches the number of new energy vehicles, which can basically realize the "recycling and disposal nearby" of waste power batteries, and some regions have also formed regional power battery recycling industrial clusters. Driven by market demand, comprehensive utilization enterprises are constantly strengthening the cultivation of R&D and innovation capabilities, and the technical research and technological innovation of the industry are constantly strengthening, so the development foundation of the comprehensive utilization industry will be more solid and the prospects will be more predictable.