Data from the National Bureau of Statistics shows that in the first quarter of this year, the added value of industrial enterprises above designated size increased by 6.5% year-on-year, accelerating by 0.8 percentage points compared with the fourth quarter of last year. Industry contributes 36.3% to macroeconomic growth, and the role of "ballast stone" continues to be exerted. The industrial economy is operating smoothly and improving, while the pace of high-end, intelligent and green industrialization is accelerating, the endogenous momentum of industrial transformation and upgrading is constantly increasing, and the new quality productivity is developing and strengthening.

  Continuous optimization of industrial structure

  In the first quarter, the added value of equipment manufacturing and high-tech manufacturing industries accounted for 1.9 and 0.5 percentage points year-on-year respectively, and the industrial structure continued to be optimized. Xie Shaofeng, chief engineer of the Ministry of Industry and Information Technology, introduced that the equipment manufacturing industry played an important supporting role, with the added value in the first quarter increasing by 10.9% year-on-year, driving the overall industrial production growth by 3.5 percentage points. With the support of policies such as "two levels" and "two new", the added value of industries such as electronics, automobiles, electrical machinery and equipment has achieved an increase of more than 10%.

  Xie Shaofeng said that he will adhere to the construction of a modern industrial system, promote the optimization and upgrading of traditional industries, cultivate and expand emerging industries, and advance the layout of future industries. Promote the deep integration of scientific and technological innovation and industrial innovation, accelerate the development of new quality productivity, and maintain the momentum of steady and positive development of the industrial economy.

  Guan Bing, director of the Industrial Economics Research Institute of CIDI Research Institute, analyzed that in the first quarter, the industrial economy showed three characteristics.

  Supply and demand are both in both directions. In the first quarter, the total retail sales of consumer goods increased by 4.6% year-on-year; after deducting price factors, the actual growth was 4.8%.

  Policy and technology are working in both directions. Driven by the "two new" policies, in the first quarter, the added value of general equipment and special equipment manufacturing industries above designated size increased by 9.4% and 4.1% year-on-year respectively, and profits increased by 6.0% and 5.9% respectively in the first two months; final consumption expenditure drove GDP growth by 2.8 percentage points, contributing more than half of economic growth. At the same time, technological highlights represented by DeepSeek are constantly emerging. The two-way efforts of policies and technology provide greater confidence for my country to cultivate new momentum and new tracks.

  The soft and hard industries are making efforts in both directions. From the perspective of hardware production, in the first quarter, the added value of equipment manufacturing and high-tech manufacturing increased by 10.9% and 9.7% year-on-year respectively, and the industrial economic structure continued to be optimized. From the perspective of software empowerment, digital production empowers the intelligent transformation of the industry. In the first quarter, the added value of digital product manufacturing increased by 10.2% year-on-year, accelerating by 1.1 percentage point from the previous two months.

  Improve quality in key industries

  As an important part of the new quality productivity, in the first quarter, the electronic information manufacturing industry, software and information technology service industry grew significantly and the quality was steadily improved.

  Xie Cun, Director of the Information and Communication Development Department of the Ministry of Industry and Information Technology, introduced that in the first quarter, the added value of computer, communication and other electronic equipment manufacturing industries above designated size increased by 11.5% year-on-year, 5 percentage points higher than the growth rate of industrial added value during the same period. In the first two months, the software and information technology service industry achieved revenue of 1896.5 billion yuan, a year-on-year increase of 9.9%, maintaining steady growth; the total profit of the software industry was 232.8 billion yuan, a year-on-year increase of 10.7%.

  Driven by subsidy policies and other factors, my country's consumers' enthusiasm for consumption of electronic products has increased, driving the acceleration of production and sales of electronic complete machines. In the first quarter, the production of electronic computers was 85.322 million units, a year-on-year increase of 9.6%; the total number of TVs shipped reached 8.84 million units, a year-on-year increase of 4.7%, and positive growth for two consecutive quarters; the shipments of 5G mobile phones in the first two months were 41.619 million units, a year-on-year increase of 7.6%. Domestic brand mobile phones were particularly popular among consumers, with shipments accounting for 85%. The whole machine sales boom has also driven a slight increase in the output of upstream electronic components. In the first quarter, the output of integrated circuits and optoelectronic devices increased by 6% and 3.5% year-on-year respectively.

  According to the financial report, Lenovo's sales of smart terminals such as artificial intelligence computers in China have ushered in rapid growth. Liu Jun, executive vice president and president of China, said that in the new era of AI inclusiveness, Lenovo China will build differentiated competitive advantages in three major areas: AI terminals, AI infrastructure, and AI solutions and services.

  The potential for open source continues to burst out, and the results of empowering thousands of industries are beginning to show. More than 10 provinces (cities) across the country have innovative open source support measures, and have supported open source projects incubation and commercial implementation through technological transformation and upgrading, innovative product recommendations, etc. The ecological boundaries of Kaiyuan Hongmeng continue to expand, with more than 70 community co-construction units and more than 1 billion equipment. The cumulative installed capacity of the open source Euler system has exceeded 10 million. China's open source model shines, realizing full open source of advanced models, parameter weights, reasoning logic and tool chains, opening up a new situation of commercial use of artificial intelligence.

  Artificial Intelligence Integration Accelerated

  Since the beginning of this year, domestic big models have become popular and have stimulated the enthusiasm for application and innovative vitality of the whole society. Manufacturing is an important area for the implementation and application of artificial intelligence technology products, and the integration and development of the two is accelerating.

  Wei Daisen, general manager of Inspur Digital Enterprise, believes that the essence of the future competition in manufacturing is the integration of hard power and soft ecology under data-driven, technology is rooted in scenarios, data empowerment decision-making, and ecological co-construction and sharing. "AI+data elements" promote the digital transformation of manufacturing industry in dimensions such as efficiency, quality, and green, and move towards sustainable and high-quality development.

  Xie Shaofeng introduced that my country has formed a complete artificial intelligence industry system covering the basic layer, framework layer, model layer and application layer. The computing power scale ranks among the top in the world. High-quality industry data sets such as steel and coal have been built, and a number of competitive general models and industry models have been cultivated. Domestic big models have topped the global mainstream open source community download list, creating "China's speed".

  In terms of application and ecology, large models are being implemented in electronics, raw materials, consumer goods and other industries, and have been applied in R&D and design, testing and certification, production and manufacturing, operation and management and other links. The Ministry of Industry and Information Technology has jointly promoted the construction of 11 national artificial intelligence innovation application pilot zones through the Ministry and the province, and the central and local governments have jointly built manufacturing innovation centers such as embodied intelligent robots and humanoid robots to promote the agglomeration and development of industries; at present, more than 400 national-level specialized and new "little giant" enterprises in the field of artificial intelligence have been cultivated.

  Xie Shaofeng said that he will organize artificial intelligence to empower new industrialization to "open up the list and take charge" research and development, strengthen the research and release of general big models and industry big models, consolidate the foundation, and promote intelligent industrialization; and promote the intelligent upgrade of the entire manufacturing process and key industries and key products. (Reporter Huang Xin)

[Editor in charge: Ran Xiaoning]