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INDUSTRIAL PROFILE <HEADLINE> Added value of China electronic and information industry up 20.4% in H1 <BYLINE> Ye Feng <TEXT> China's electronic and information industry continued the upward turn in the first half of this year from the second half of last year, according to statistics from the Ministry of Industry and Information Technology (MIIT). The industry showed a fast increase in production, but the growth pace slowed down; and its export had not fully recovered to the level prior to the financial crisis. It still faces many big problems and uncertainties in operation. The added value of large-scale electronic and information manufacturing companies increased 20.4% from January to June, which was 2.8 percentage points larger than the average of the industrial sector. The added value in June went up 15.1%, down 2.7 percentage points from May. The industry realized sales output value amounting to RMB2,862.26 billion, up 29.5% year on year. In the first half, China's electronic and information industry maintained rapid growth in production of major products, although the growth of certain products slowed. The output of cell phone reached 369.879 million units, up 37.6% year on year; that of color TV, 52.991 million units, up 16.4%, of which the output of LCD TV surged 40.7%; mini computer, 108.804 million units, up 40.2%, of which laptop computer up 41%; display, 67.795 million units, up 8.4%; semiconductor discrete components, 148.28 billion pieces, up 33.5%; IC, 30.25 billion pieces, up 49.4%; and digital camera, 39.899 million units, up 24%. Output of certain products slowed down their growth in June. The growth of mini computer, laptop computer and IC increased 22.3%, 26% and 8.2% in June, which were 11.1 percentage points, 1.1 percentage points and 46.5 percentage points narrower than that in May. Fixed asset investment (FAI) accelerated its growth. In January-June, the FAI in electronics and IT projects across China (covering only those involving an amount in excess of RMB5 million, and the same below) rose 41% year on year to RMB236.2 billion. The growth rate is 7.8 percent higher than in the same period of 2009. In June, the FAI reached RMB68.7 billion, growing 36.9% month on month. At the same time, the number of newly started projects dropped to 2,271, down 8.7% on year, which was 46.5 percentage points slower than the first quarter. New fixed assets amounted to RMB84.9 billion in value, surging 63.8% year on year, and the growth rate was 36 percentage points higher than the growth in the same period of last year. The technical service sector of the electronic and information industry made fast growth. The software industry realized operating revenue totalling RMB604.8 billion in the first half, an increase of 29.1% year on year, which was 6.4 percentage points faster than the same period of last year. The income of added value service of information technology and the revenue of information technology consulting service reached RMB72.4 billion and RMB56 billion, up 36.1% and 34.6% year on year, 7 percentage points and 5.5 percentage points faster than that of the whole industry, respectively. With the revival of IC production, it realized revenue from designing and development of RMB34.1 billion in the first half, up 86.4% on year; The revenue of software products, system integration and support service, and embedded system software sectors reached RMB215.1 billion, RMB123 billion and RMB104.2 billion, up 26.4%, 25.7% and 19.6% respectively. The electronic and information industry maintained a same pace of sale growth at home and abroad, and export was in faster growth than that of domestic sales. The overseas sales of the whole industry started exceeding the domestic sales in the end of May, and the export growth has enhanced since June, with the growth standing at 4 percentage points faster than the domestic sales. Of them, output value of domestic sales reached RMB1,197.55 billion, up 27.2% year on year; and the delivery export value was RMB1,664.71 billion, up 31.2%, 1.7 percentage points higher than industry's average. The industry's dependence on exports was 58.1%, which was 0.7 percentage points higher than the same period of last year, but 0.6 percentage points lower than the first five months of this year. Electronic component and device sector won rapid growth, but the growth of household audio and video systems and communication equipment sectors slowed in the first half. The sales output value of electronic component and device increased 32.1% and 49.3% respectively, and their export delivery value up 31.4% and 50.1% respectively. In particular, sales value and export delivery value of IC jumped 49.4% and 46.9% respectively, escaping from the sharp decline of 15.3% and 16% last year. Household audio and video system sector reported slowdowns in both production and export, with the sale value and export delivery value growth arriving at 25.5% and 34.9%, which 4.7 percentage points and 4.2 percentage points from the first five months of this year, respectively. Affected by the decline in the operation investment and exports, communication equipment kept at a low level of growth, with the sales value and export delivery value up 9.9% and 8.3%, 19.6 percentage points and 22.9 percentage points lower than that of the average of the whole industry, respectively. Companies with investment from Hong Kong, Macao and Taiwan presented strong growth, while shares of foreign-invested enterprises declined. Companies with investment from Hong Kong, Macao and Taiwan registered 33.9% and 38.1% increase in sales value and export delivery value , 4.4 percentage points and 6.9 percentage points higher than the industry's average, and foreign-funded companies presented 26.7% and 28.9% increases in the sales value and export delivery value, 2.8 percentage points and 2.3 percentage points lower than the industry's average, respectively, and accounting for 51.0% and 63.3% of the total of the whole industry, down 1.1 percentage points and 1.2 percentage points from the same period of last year, respectively. Domestic companies made rapid development, with the sales value surging 31.5%, 2.4 percentage points higher than the average of the whole industry. |
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<欄目> 行業分析 <標題> 中國電子信息產業上半年 增加值增長20.4% <記者> 葉楓 <正文>
中國工業和信息化部數據顯
示，上半年中國電子信息產業延續去年下半年以來的回升向好態勢，生產呈現較快增長，但增速略有回調，但出口仍未完全恢復危機前增速水平，運行中面臨的問題
和不確定因素依然突出。
上半年中國規模以上電子信息製造業增加值增長20.4%，比同期工業水平水平高2.8個百分點。其中6月增長15.1%，環比下降2.7個百分點。實現銷 售產值28,622.6億元（人民幣，下同），同比增長29.5%。 上半年中國電子信息產業重點產品繼續保持快速增長，部分產品增速回落。生產手機36,987.9萬部，同比增長37.6%；彩色電視機5,299.1萬 台，增長16.4%(其中液晶電視增長40.7%)；微型計算機10,880.4萬台，增長40.2%(其中筆記本電腦增長41%)；顯示器 6,779.5萬台，增長8.4%；半導體分立器件1,482.8億隻，增長33.5%；集成電路302.5億塊，增長49.4%；數碼相機 3,989.9萬台，增長24%。6月部分產品產量增速放緩，微型計算機、筆記本電腦、集成電路產量增長22.3%、26%、8.2%，增速環比下降 11.1、1.1和46.5個百分點。 中國電子信息產業固定資產投資保持高位增長。上半年全行業500萬元以上項目累計完成投資2,362億元，同比增長41%，增速比去年同期提高7.8個百 分點。其中，6月完成投資687億元，環比增長36.9%。同時，新開工項目出現下降，新開工項目2,271個，同比下降8.7%，比一季度增速下降 46.5個百分點。新增固定資產849億元，同比增長63.8%，高於去年同期增速36個百分點。 中國電子信息產業信息技術服務增勢突出。上半年累計實現軟件業務收入6,048億元，同比增長29.1%，增速同比提高6.4個百分點。信息技術增值服務 收入和信息技術咨詢服務收入分別為724和560億元人民幣，同比增長36.1%和34.6%，高於全行業收入增速7和5.5個百分點。隨著集成電路行業 復蘇，上半年完成設計開發收入341億元，同比增長86.4%。軟件產品、系統集成和支持服務、嵌入式系統軟件實現收入2,151、1,230和 1,042億元，分別增長26.4%、25.7%、19.6%。 電子信息產業內外銷保持同步增長，出口繼續快於內銷。到5月底，全行業累計外銷增速開始超過內銷，進入6月，外銷增速優勢進一步加強，超過內銷增速4個百 分點。其中，內銷產值11,975.5億元，同比增長27.2%；出口交貨值16,647.1億元，增長31.2%，高於產業平均增速1.7個百分點。產 業出口依存度(58.1%)比去年同期提高0.7個百分點，比首5個月下降0.6個百分點。 電子元器件行業增長較快，家用視聽和通信設備行業增速下滑。電子元、器件銷售產值分別增長32.1%和49.3%，出口交貨值分別增長31.4%和 50.1%。特別是集成電路行業銷售產值和出口交貨值分別增長49.4%和46.9%，扭轉了去年大幅下滑(-15.3%、-16%)的局面。家用視聽行 業生產、出口增速均有所下滑，銷售產值和出口交貨值增速分別為25.5%和34.9%，比首5個月下滑4.7和4.2個百分點。受運營業投資下滑和出口受 阻影響，通信設備行業保持低位增長，上半年銷售產值和出口交貨值增長9.9%和8.3%，低於全行業平均水平19.6和22.9個百分點。 港澳台企業增勢明顯，外資企業比重有所下降。港澳台投資企業銷售產值、出口交貨值分別增長33.9%和38.1%，高出全行業平均水平4.4和6.9個百 分點；外商投資企業銷售產值、出口交貨值增速分別為26.7%和28.9%，低於全行業平均水平2.8和2.3個百分點，佔全行業比重分別為51.0%和 63.3%，比去年同期下降1.1個1.2個百分點；內資企業保持較快發展，銷售產值增長31.5%，高出全行業平均2.4個百分點。 |