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将大力扶持芯片产业、稀土只卖出了“土”的价格!一文看懂工信部发布会说了什么

It will vigorously support the chip industry; rare earths only sell “soil” at the price! Read what the Ministry of Industry and Information Technology said at the press conference in one article

華爾街見聞 ·  Mar 1, 2021 14:44  · Discovery

Source: Wall Street

Author: Zhong Dai

01.pngNiuniu knocked on the blackboard:

According to the Ministry of Industry and Information Technology, the chip industry needs to strengthen cooperation around the world to jointly build an industrial chain, and China will give strong support at the national level; rare earths have sold their "native" prices due to chaotic phenomena such as vicious competition; new energy vehicles are in a critical period of climbing; and 5G network construction and 6G layout will be promoted in an orderly manner in 2021.

How will chips, rare earths, 5G and new energy vehicles develop next? The latest response from the Ministry of Industry and Information Technology has come.

On March 1, 2021, the Information Office of the State Council held a press conference. Xiao Yaqing, Minister of Industry and Information Technology, and others introduced the development of industry and information technology and answered reporters' questions.

Xiao Yaqing said: under the new development pattern of the 14th five-year Plan, the Ministry of Industry and Information Technology has the following four priorities.

First, we should pay close attention to the self-reliance of science and technology and enhance the innovation ability of the industrial chain. Focus on new areas such as integrated circuits, key software, key new materials, major equipment, as well as key areas such as the industrial Internet, and strive to solve the problem of "choking".

Second, we should closely maintain a complete industrial chain system and do a good job in the battle for the upgrading of the industrial foundation and the modernization of the industrial chain. Implement the strong chain and complementary chain action of the manufacturing industry and the reconstruction of the industrial foundation, continuously enhance the toughness and flexibility of the industrial chain, and ensure that the chain will not be "dropped".

Third, we should pay close attention to expanding domestic demand, smooth the circulation of the national economy, and speed up the improvement of the quality of the supply system of the manufacturing industry. Strive to increase variety, improve quality, create brands, consolidate and enhance information consumption, and further expand the renewal and technological transformation of manufacturing equipment.

Fourth, pay close attention to the international and domestic double cycles to promote each other, and further enhance the level of opening up of industry and information technology to the outside world. We will comprehensively open up the general manufacturing industry, liberalize the access restrictions on foreign investment in the telecommunications sector in an orderly manner, and attract more foreign-funded high-end manufacturing projects to land.

Vigorously support the chip industry at the national level

Tian Yulong, chief engineer of the Ministry of Industry and Information Technology, said that the Chinese government attaches great importance to the chip industry and integrated circuit industry and has issued policies to promote the high-quality development of the industry.

One is to increase the intensity of enterprise tax reduction, and for integrated circuit enterprises, the enterprise income tax will be reduced and reduced from the profit-making year.

The second is to further strengthen and improve the foundation, such as materials, technology, equipment, etc. all involve a relatively long industrial chain, so it is necessary to lay a solid foundation.

The third is to build a platform, optimize the ecology, and complement and support each other in the industrial chain.

In addition, the development of the chip industry depends on application guidance, so the rapid development of the online economy and digital economy in automobile, industry, medical treatment, education, especially since the epidemic provides a very broad market for the development of the chip industry.

Fifth, increase the reserve and training of talents.

Sixth, increase global cooperation.

He concluded that the development of the chip industry faces both opportunities and challenges, and it is necessary to strengthen cooperation around the world to jointly build the chip industry chain. The Chinese government will give strong support at the national level.

Rare earths did not sell at the "rare" price, but at the "local" price.

Xiao Yaqing said that China is a large country of rare earths, with the largest amount of resources and the largest exports, but there are some problems in the development of the market.

First of all, rare earths are not sold at a "rare" price, but at a "local" price. It is because of vicious competition and competitive underpricing that this precious resource is wasted.

Second, there are many environmental protection problems in rare earth production enterprises, which are strongly reflected by the local people.

Third, disorderly mining and waste of resources, some only pick the richest piece, which is called "tapping the heart of cabbage" in Chinese, and the best is taken away, and the efficiency of comprehensive utilization of resources is very poor. In the long run, it will not be used for a few years.

Fourth, there is a lot of repetition in the low level of rare earth development, and there are relatively few high-level rare earth products, which is not conducive to technological innovation and scientific and technological progress.

New energy vehicles are still in the critical period of climbing over the hill.

In view of the overall development of China's new energy vehicle industry, Xiao Yaqing said that China's production and sales of new energy vehicles ranked first in the world for six consecutive years, with a cumulative promotion of more than 5.5 million vehicles. Global sales of new energy vehicles declined last year. Under this background, China's new energy vehicles outshine others, with a relatively high growth rate of 10.9% last year, and the trend continues to increase. At the same time, we also need to be soberly aware that the development of new energy vehicles is still in a critical period of climbing, and there are still many problems in technology, quality and consumer feelings that need to be further solved.

He said that the next step is to do a good job in four areas. First, improve quality, so that new energy vehicles on the original basis to a higher level; second, to promote integration, through electrification and intelligent network connection to further integrate, to develop new functions to better meet the needs of consumers; third, to optimize the environment. The development of new energy vehicles is inseparable from the layout of recharging infrastructure, it is necessary to improve charging, parking and other environmental protection measures to improve the level of electrification of public transport; finally, open wider to the outside world, in technological innovation, international trade and even the formulation of standards and regulations, all hold an open and cooperative attitude.

Promote the construction of 5G network in an orderly manner and speed up the layout of 6G

In terms of 5G, the data released by the Ministry of Industry and Information Technology show that by the end of 2020, China has opened a total of 718000 5G base stations and more than 200 million mobile phone terminals. "the layout of 5G network construction in China is relatively early, regardless of the total number of base stations, the quality of the network and the manufacturing level of communications equipment, it can be said that it is the world's leading. Xiao Yaqing said.

According to Xiao Yaqing, the next 5G measures are, first, to further consolidate the industrial foundation; second, to deepen integrated applications to promote technological innovation in various industries; and third, to expand opening up and cooperation. In the new process of development, it is necessary to create an industrial ecology of global cooperation and create a safer, more open, and more trusting development environment.

Xiao Yaqing also mentioned that 6G is currently in the exploratory stage and needs to communicate with friends in the industry around the world, discuss with each other, and jointly promote new development. Tian Yulong also revealed that in 2021, the Ministry of Industry and Information Technology will also promote 5G network construction in an orderly manner, speed up 6G layout, promote network optimization and upgrading, and ensure network security.

Edit / Jeffy

The translation is provided by third-party software.


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