SCIO briefing on development of industry and information technology in H1 2025

China Electronics News:

Recently, China's electronic information manufacturing and software and information technology services have shown strong development momentum, playing a prominent role in leading and supporting industrial economic operations. Could you tell us about the development of these industries in the first half of the year? What were the highlights and achievements? Thank you.

Xie Cun:

Thank you for your questions. The electronic information manufacturing and software and information technology services industries are key components of China's information technology sector. The synergy between software and hardware innovation is playing an increasingly prominent role in supporting economic and social digital transformation and improving people's quality of life. In the first half of the year, China's electronic information manufacturing sector showed strong resilience, characterized by steady growth, stable exports and rising profits. In the first half of the year, the value added of the computer, communications and other electronic equipment manufacturing enterprises above designated size rose 11.1% year on year, 4.7 percentage points higher than overall industrial growth in the same period. From January to May, total profits reached 216.2 billion yuan, up 11.9% year on year. The software and information technology services sector has also made solid progress, showing consistent growth, improved efficiency and enhanced capabilities. From January to May, software business revenue reached 5.58 trillion yuan, up 11.2% year on year. Total profits reached 672.1 billion yuan, rising 12.8% year on year. Revenue from cloud computing and big data services totaled 585.5 billion yuan, up 11.2% year on year.

In terms of hardware ecosystem development, breakthrough products have emerged at a rapid pace. During the first half of the year, many domestic enterprises released key world-first products in high-growth areas like security chips, high-end processors, smart terminal devices, and all-in-one AI machines. New technologies are unleashing consumption potential. Domestic manufacturers have developed over 100 AI terminal models, including AI phones, AI computers and AI glasses, continuously stimulating diverse and differentiated consumption demand. For example, during this year's "618" shopping festival, the transaction volume for AI glasses on JD.com increased sevenfold year on year. The standards system is advancing steadily, with accelerated development of open-source instruction set standards. In the first half of the year, relevant industry organizations launched 14 new standards and are currently developing 20 additional standards. Development has begun on a series of national standards for the intelligence classification of AI terminals, providing key support for the healthy and orderly development of the ecosystem.

In terms of software innovation and development, the open-source ecosystem continues to improve. DeepSeek's innovative approach, featuring software-driven solutions to overcome hardware limitations, open-source advocacy, and an ecosystem-first strategy, has energized industry-wide open-source innovation. Many tech companies have released open-source software breakthroughs, including the Cangjie programming language, the Star Ring in-vehicle operating system, and the ERNIE large language model, all of which are developing rapidly. The development of open-source communities in fields such as AI, humanoid robots, and autonomous driving has accelerated significantly. The open-source HarmonyOS ecosystem has expanded rapidly, with more than 1,200 product types now equipped with the open-source system, totaling over 1.19 billion units as of late June. The ecosystem includes more than 7.2 million developers, over 25,000 applications and meta-services, and more than 450 participating partners. Intelligent cloud computing services continued to improve, with pilot programs for intelligent cloud computing services launched in six provinces nationwide and strong developments in computing power and cloud computing industries. Eight pilot entities have been selected to play a leading demonstration role, providing AI computing resources for large model enterprises while lowering the entry barrier for small and medium-sized enterprises and innovation teams.

Moving forward, we will focus on driving the digital transformation of the electronic information manufacturing industry and promoting the high-quality development of new energy storage. We will collect exemplary audiovisual system projects in 2025 and promote model cases in smart health, elderly care products and services, and intelligent sports. We will also create new opportunities while maintaining advantages in consumer electronics products. We will promote further quality and efficiency improvements in the software and information technology services industry, organize AI and software integration initiatives, and accelerate the development of intelligent software. We will focus on creating high-quality open-source projects, advance contribution-based evaluation of open-source talent, and build a more attractive, inclusive and creative open-source ecosystem. Thank you.

Zhou Jianshe:

The last question, please.