The latest release of the operation of the electronic information manufacturing industry in the first half of 2021 shows that the output of integrated circuits in June increased by 43.9% year-on-year.

Recently, the Operation Monitoring and Coordination Bureau of the Ministry of Industry and Information Technology announced the latest statistics on the operation of the domestic Electronic information manufacturing industry in the first half of the year.

In the first half of the year, the added value of the electronic information manufacturing industry above designated size increased by 19.8% year-on-year, and the growth rate was 14.1 percentage points higher than that of the same period of the previous year. The compound growth rate in the past two years was 12.5%. In June, the added value of electronic information manufacturing industries above designated size increased by 13.4% year-on-year, and the growth rate was 0.8 percentage points higher than that of the same period of the previous year.

In the first half of the year, the electronic information manufacturing industry above designated size achieved a year-on-year increase of 17.6% in export delivery value, an increase of 13.6 percentage points over the same period of the previous year. In June, the export delivery value of electronic information manufacturing industries above designated size increased by 4.1% year-on-year, and the growth rate dropped by 13.4 percentage points compared with the same period of the previous year.

Figure 1 Monthly growth rate of electronic information manufacturing value added and export delivery value since June 2020

From January to May, the electronic information manufacturing industry above designated size achieved operating income of 5,111.8 billion yuan, a year-on-year increase of 25.8%, and the growth rate increased by 24.5 percentage points compared with the same period of the previous year; the operating cost was 4,429.2 billion yuan, a year-on-year increase of 24.2%, and the growth rate was higher than that of the previous year. The year-on-year increase was 23.3 percentage points; the total profit was 254.5 billion yuan, a year-on-year increase of 49.3%, and the growth rate increased by 14.6 percentage points over the same period of the previous year. The operating income profit margin was 5%, an increase of 0.5 percentage points over the same period last year. At the end of May, the industry-wide accounts receivable increased by 16.1% year-on-year.

In the first half of the year, the producer price of electronic information manufacturing industry decreased by 1.4% year-on-year, which was in sharp contrast with the increase of 5.1% year-on-year in industrial producer price. In June, the producer price of electronic information manufacturing decreased by 0.6% year-on-year, and the rate of decline narrowed by 0.2 percentage points from the previous month.

Figure 2 Monthly growth rate of electronic information manufacturing PPI since June 2020

In the first half of the year, the fixed asset investment in the electronic information manufacturing industry increased by 28.3% year-on-year, an increase of 18.9 percentage points over the same period of the previous year, and 12.1 percentage points faster than industrial investment.

Figure 3 Changes in the growth rate of fixed asset investment in the electronic information manufacturing industry since the first half of 2020

In June, among the main products, the output of mobile phones was 140 million units, a year-on-year increase of 2.9%, of which the output of smart phones was 110 million units, a year-on-year decrease of 0.6%; the output of microcomputer equipment was 41.078 million units, a year-on-year increase of 30.9%; the output of integrated circuits was 30.82 billion units , a year-on-year increase of 43.9%.

According to customs statistics, in the first half of the year, my country exported 110 million notebook computers, a year-on-year increase of 48.2%; exported 460 million mobile phones, a year-on-year increase of 17.8%; exported 151.4 billion integrated circuits, a year-on-year increase of 39.2%; imported 312.3 billion integrated circuits, A year-on-year increase of 29%.

(Note:

1. Unless otherwise stated, the statistical data in the text are the data of the National Bureau of Statistics or calculated accordingly;

2. In order to ensure the timeliness of information release, from April 2021, the release time of the monthly operation of the electronic information manufacturing industry will be advanced, and the analysis will be based on the combination of the production data released by the National Bureau of Statistics of the month and the benefit data of the previous month. )