From January to August 2026, China’s electronic information manufacturing industry achieved rapid production growth, rising exports, steady improvement in economic benefits and stable growth in investment, presenting a sound overall development momentum.
I. Rapid Production Growth
From January to August, the value-added of industrial enterprises above designated size in the electronic information manufacturing sector rose by 15.7% year-on-year, 4.9 percentage points higher than the same period of last year. In August, the value-added of the industry increased by 17.2% year-on-year. Among major products, the output of integrated circuits reached 386 billion units, up 22.3% year-on-year; the output of electronic components hit 6.2 trillion units, a year-on-year increase of 13.1%.
II. Sustained Export Growth
From January to August, the cumulative export delivery value of industrial enterprises above designated size in the electronic information manufacturing industry grew by 8.2% year-on-year, 0.2 percentage points higher than the Jan-July reading. In August, the export delivery value of the sector rose by 9.3% year-on-year. According to customs statistics, China exported 3.69 billion lithium-ion batteries in the first eight months, surging 22.9% year-on-year; home appliance exports stood at 3.15 billion units, up 5.1% year-on-year.
III. Solid Improvement in Economic Benefits
From January to August, industrial enterprises above designated size in the electronic information manufacturing industry generated operating revenue of RMB 12.8 trillion, an increase of 20.1% year-on-year. Operating costs reached RMB 10.8 trillion, rising 16.7% year-on-year, and total profits hit RMB 847.5 billion, doubling year-on-year (up 110%). In August, operating revenue of the sector was RMB 1.74 trillion, up 25% year-on-year.
IV. Steady Growth in Investment
Fixed-asset investment in the electronic information manufacturing industry increased by 8.1% year-on-year from January to August, 0.3 percentage points higher than the Jan-July figure and 8.2 percentage points above the growth rate recorded in the same period of last year.
V. Rapid Revenue Growth in Central China
Jan-Aug data:
Eastern China: operating revenue of RMB 8.8206 trillion, up 14.6% YoY (0.5pp higher than Jan-Jul)
Central China: operating revenue of RMB 2.5802 trillion, up 48% YoY (2.1pp higher than Jan-Jul)
Western China: operating revenue of RMB 1.3529 trillion, up 15.9% YoY (0.7pp higher than Jan-Jul)
Northeast China: operating revenue of RMB 56.57 billion, down 0.2% YoY (2.6pp lower than Jan-Jul)
August single month:
Eastern China: operating revenue RMB 1.177 trillion, +17.8% YoY
Central China: operating revenue RMB 370.7 billion, +61.6% YoY
Western China: operating revenue RMB 168.2 billion, +21.1% YoY
Northeast China: operating revenue RMB 19.67 billion, -4.8% YoY
Notes
1. Unless otherwise specified, all statistical data in this article are from the National Bureau of Statistics of China or calculated based on its figures.
2. The term "electronic information manufacturing industry" in this article shares the same statistical scope as "manufacture of computers, communication and other electronic equipment" in the Industrial Classification for National Economic Activities.
