According to the Ministry of Industry and Information Technology, in 2024, China's electronic information manufacturing industry above designated size will achieve operating income of 16.19 trillion yuan, a year-on-year increase of 7.3%. Among them, the output and export volume of integrated circuits performed well, with a year-on-year increase of 22.2% and 11.6% respectively. In the A-share market, many companies have accelerated the layout of integrated circuit-related fields.

In 2024, a number of data in the electronic information manufacturing industry above designated size will be better year-on-year

On February 6, 2025, the Ministry of Industry and Information Technology announced the operation of the electronic information manufacturing industry in 2024. In 2024, the production of China's electronic information manufacturing industry will grow rapidly, exports will continue to rebound, the benefits will be stable and improving, the investment growth trend will be obvious, and the overall development trend of the industry will be good.

In terms of production, in 2024, the added value of China's electronic information manufacturing industry above designated size will increase by 11.8% year-on-year, and the growth rate will be 6 and 2.9 percentage points higher than that of industrial and high-tech manufacturing industries in the same period, respectively. Among them, in December, the added value of the electronic information manufacturing industry above designated size increased by 8.7% year-on-year.

Among the main products, in 2024, the output of mobile phones, microcomputer equipment, etc. has achieved year-on-year growth. Specifically, the output of mobile phones was 1.67 billion units, a year-on-year increase of 7.8%, of which the output of smartphones was 1.25 billion units, a year-on-year increase of 8.2%; The output of microcomputer equipment was 340 million units, a year-on-year increase of 2.7%.

In terms of exports, in 2024, the export delivery value of the electronic information manufacturing industry above designated size will increase by 2.2% year-on-year, an increase of 0.9 percentage points from January to November. According to customs statistics, in 2024, China will export 143 million laptops, a year-on-year increase of 1.7%; 814 million mobile phones were exported, a year-on-year increase of 1.5%.

From the perspective of efficiency, in 2024, the electronic information manufacturing industry above designated size will achieve operating income of 16.19 trillion yuan, a year-on-year increase of 7.3%; operating costs were 14.11 trillion yuan, a year-on-year increase of 7.5%; the total profit was 640.8 billion yuan, a year-on-year increase of 3.4%; Operating income margin was 4.0%, up 0.04 percentage points from January to November. Among them, in December, the operating income of the electronic information manufacturing industry above designated size was 1.74 trillion yuan, a year-on-year increase of 8.4%. 

In terms of industrial investment, in 2024, the investment in fixed assets of the electronic information manufacturing industry will increase by 12% year-on-year, 5 percentage points higher than the growth rate of investment in high-tech manufacturing in the same period.

In terms of regions, in 2024, the eastern, central, western and northeastern regions of the electronic information manufacturing industry above designated size will achieve operating income of 113595 billion yuan, 2,694.9 billion yuan, 2,049.4 billion yuan and 89.78 billion yuan respectively. Among them, the operating income of the eastern region and the central region increased year-on-year, with an increase of 10.1% and 6.2% respectively. From December alone, the eastern region achieved operating income of 1,253.6 billion yuan, a year-on-year increase of 11.2%, and the central region achieved operating income of 275.6 billion yuan, a year-on-year increase of 1.5%; The operating income in the western region was 203.6 billion yuan, a year-on-year increase of 2%; The operating income in Northeast China was 9.96 billion yuan.

In addition, in 2024, the Beijing-Tianjin-Hebei region of the electronic information manufacturing industry above designated size will achieve operating income of 887.8 billion yuan, a year-on-year increase of 17.8%, accounting for 5.5% of the national operating income; The Yangtze River Delta region achieved operating income of 4,543.5 billion yuan, a year-on-year increase of 8%, accounting for 28.1% of the national operating income.

Listed companies of integrated circuits are actively deployed

It is worth noting that among the main products of the electronic information manufacturing industry, the output of integrated circuits in 2024 will be as high as 451.4 billion, a year-on-year increase of 22.2%. According to customs data, in 2024, China will export 298.1 billion integrated circuits, a year-on-year increase of 11.6%. In the A-share market, a number of listed companies have actively participated in integrated circuit-related fields to accelerate the relevant business layout.

Huahai Qingke Co., Ltd. (stock abbreviation: Huahai Qingke; Stock Code:688120.HK SH) said that the company and the company's wholly-owned subsidiary, Huahai Qingke (Shanghai) Semiconductor Co., Ltd., plan to use a total of no more than 1.005 billion yuan of their own funds to acquire the remaining 82% of the equity of the shareholding subsidiary Xinyu Semiconductor (Shanghai) Co., Ltd. This move is to actively implement the platform development strategy of "equipment + service", enrich the company's product categories, complete the rapid layout of the company's integrated circuit ion implantation equipment products by leaps and bounds, and further enhance the company's core competitiveness.

Chengdu Huawei Electronic Technology Co., Ltd. (stock abbreviation: Chengdu Huawei; Stock Code:688709. SH) focuses on the R&D, design, testing and sales of special integrated circuits. The company has successfully developed artificial intelligence chips for the field of edge computing, with AI computing power of up to 16Tops, which have been trialed in small batches by many customers in special industries. In addition, the company is developing artificial intelligence chips used in the field of edge computing, with a computing power of 100Tops and a video encoding and decoding capability of up to 8K.

Changsha Jingjia Microelectronics Co., Ltd. (stock abbreviation: Jingjiawei; Stock Code:300474. SZ) pointed out in the announcement of chip research and development progress that the company's JM11 series graphics processing chip is a super-large-scale integrated circuit product, and its function and performance testing are extremely complex, and the basic functional test has been completed. The successful research and development of JM11 series graphics processing chips has further expanded the company's technical field, which is conducive to enhancing the company's core competitiveness and will promote the implementation of the company's long-term development strategy.

Ziguang Guoxin Microelectronics Co., Ltd. (stock abbreviation: Ziguang Guowei; Stock Code: 002049. SZ) disclosed that the company's industrial chain construction has been fruitful, and the high-reliability chip packaging and testing production line has been successfully put into operation, which has further improved the capacity and guarantee level of the special integrated circuit supply chain.

Shanghai Zhichun Clean System Technology Co., Ltd. (stock abbreviation: Zhichun Technology; Stock Code:603690.HK SH) mainly provides system integration and support equipment, semiconductor process equipment and derived component materials and professional services for customers in the field of integrated circuits, and provides products and services for customers throughout their life cycle. In 2024, the company's total new orders will be 5.577 billion yuan, of which the total long-term orders for more than 5 years will be 117 million yuan. Among the new orders, the order volume from the integrated circuit industry accounted for 84.55%, of which the orders serving 12-inch integrated circuit customers accounted for 88.46%, and they were mainly first-line users representing the advanced manufacturing requirements industry.

Qingdao Neusoft Carrier Technology Co., Ltd. (stock abbreviation: Neusoft Carrier; Stock Code:300183. SZ) has formed a complete "3+1" industrial chain layout in the fields of integrated circuits, energy Internet, intelligence and intelligent manufacturing, and has built a complete, independent, independent and controllable "R&D-production-sales" system from chips, software (modules), terminals, systems to information services. Based on the understanding of the development of the energy Internet and the development strategy of the smart grid, the company has coordinated and supported each other among the integrated circuits, energy Internet and intelligent business sectors, predicted the development trend, and invested a lot of R&D, including various chips, software, modules, terminals and systems. These products and systems can provide complete scenario-based solutions.