"14次5年计划"的政策解读及对工业市场影响报告
市场调查报告书
商品编码
1292879

"14次5年计划"的政策解读及对工业市场影响报告

"14th Five-Year Plan" Policy Interpretation and Influence on the Industrial Market Report

出版日期: | 出版商: MIR Co., Ltd | 英文 172 Pages | 商品交期: 7个工作天内

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本报告结合中国 "十四五" 规划,分析了中国部分主要产业的发展方向。目标行业包括电子、集成电路、光伏、风电、锂电池、新能源汽车、高端装备、人工智能、医药、轨道交通、机器人等。我们将根据多年的研究经验,对这些主要产业链的上、中、下游格局进行详细的分析和政策考量。

目录

第1章 报告定义

第2章 "第14次5年计划" 的解释

  • "十四五" 宏观经济指标
  • "十四五" 各省规划重点发展产业
  • "十四五" 重点发展产业概况

第3章 "第14次5年计划" 的主要产业部门的分析

  • 电子产业的分析
  • 积体电路产业的分析
  • 新能源太阳能光伏发电产业的分析
  • 风力发电产业的分析
  • 锂电池产业的分析
  • 新能源汽车产业的分析
  • 高阶设备产业的分析
  • 人工智能产业的分析
  • 製药产业的分析
  • 铁路运输产业的分析
  • 机器人产业的分析
Product Code: MIR-2023-0331-0011

Based on China's 14th Five-Year Plan, MIR conducts an analysis of the development direction of several key industries in China. The industries covered include electronics, integrated circuits, photovoltaics, wind power, lithium batteries, new energy vehicles, high-end equipment, artificial intelligence, pharmaceuticals, rail transit, and robotics. Drawing on years of research experience, the report provides a detailed analysis and policy review of the upstream, midstream, and downstream patterns within these key industry chains.

Table of Contents

1. Report Definition

  • Industry Definition

2. Interpretation of the "14th Five-Year Plan"

  • 2.1. Macro-economic Indicators Planning for the "14th Five-Year Plan"
  • 2.2. Key Development Industries Planned during the "14th Five-Year Plan" in Various Provinces
  • 2.3. Overview of Key Development Industries during the "14th Five-Year Plan"

3. Analysis of Key Industrial Sectors during the "14th Five-Year Plan"

  • 3.1. Analysis of the Electronics Industry
    • 3.1.1. Current Development of the Electronics Industry
    • 3.1.2. Basic Description of the "14th Five-Year Plan" for the Electronics Industry
    • 3.1.3. Interpretation of China's Relevant Policies for the Electronics Industry
  • 3.2. Analysis of the Integrated Circuit Industry
    • 3.2.1. Current Development of the Integrated Circuit Industry
    • 3.2.2. Basic Description of the "14th Five-Year Plan" for the Integrated Circuit Industry
    • 3.2.3. Interpretation of China's Relevant Policies for the Integrated Circuit Industry
  • 3.3. Analysis of the New Energy Photovoltaic Industry
    • 3.3.1. Current Development of the New Energy Photovoltaic Industry
    • 3.3.2. Basic Description of the "14th Five-Year Plan" for the New Energy Photovoltaic Industry
    • 3.3.3. Interpretation of China's Relevant Policies for the New Energy Photovoltaic Industry
  • 3.4. Analysis of the Wind Energy Industry
    • 3.4.1. Current Development of the Wind Energy Industry
    • 3.4.2. Basic Description of the "14th Five-Year Plan" for the Wind Energy Industry
    • 3.4.3. Interpretation of China's Relevant Policies for the Wind Energy Industry
  • 3.5. Analysis of the Lithium Battery Industry
    • 3.5.1. Current Development of the Lithium Battery Industry
    • 3.5.2. Basic Description of the "14th Five-Year Plan" for the Lithium Battery Industry
    • 3.5.3. Interpretation of China's Relevant Policies for the Lithium Battery Industry
  • 3.6. Analysis of the New Energy Vehicle Industry
    • 3.6.1. Current Development of the New Energy Vehicle Industry
    • 3.6.2. Basic Description of the "14th Five-Year Plan" for the New Energy Vehicle Industry
    • 3.6.3. Interpretation of China's Relevant Policies for the New Energy Vehicle Industry
  • 3.7. Analysis of the High-end Equipment Industry
    • 3.7.1. Current Development of the High-end Equipment Industry
    • 3.7.2. Basic Description of the "14th Five-Year Plan" for the High-end Equipment Industry
    • 3.7.3. Interpretation of China's Relevant Policies for the High-end Equipment Industry
  • 3.8. Analysis of the Artificial Intelligence Industry
    • 3.8.1. Current Development of the Artificial Intelligence Industry
    • 3.8.2. Basic Description of the "14th Five-Year Plan" for the Artificial Intelligence Industry
    • 3.8.3. Interpretation of China's Relevant Policies for the Artificial Intelligence Industry
  • 3.9. Analysis of the Pharmaceutical Industry
    • 3.9.1. Current Development of the Pharmaceutical Industry
    • 3.9.2. Basic Description of the "14th Five-Year Plan" for the Pharmaceutical Industry
    • 3.9.3. Interpretation of China's Relevant Policies for the Pharmaceutical Industry
  • 3.10. Analysis of the Rail Transit Industry
    • 3.10.1. Current Development of the Rail Transit Industry
    • 3.10.2. Basic Description of the "14th Five-Year Plan" for the Rail Transit Industry
    • 3.10.3. Interpretation of China's Relevant Policies for the Rail Transit Industry
  • 3.11. Analysis of the Robotics Industry
    • 3.11.1. Current Development of the Robotics Industry
    • 3.11.2. Basic Description of the "14th Five-Year Plan" for the Robotics Industry
    • 3.11.3. Interpretation of China's Relevant Policies for the Robotics Industry

List of Tables

  • Table 1: Industry Definition
  • Table 2: Macro-economic Indicators Planning for the "14th Five-Year Plan"
  • Table 3: Key Industries Planned for Development in Each Province during the "14th Five-Year Plan" Period
  • Table 4: Summary of Key Development Industries in the "14th Five-Year Plan"
  • Table 5: Major Suppliers of Electronic Materials
  • Table 6: Basic Description of the "14th Five-Year Plan" for the Electronics Industry
  • Table 7: Interpretation of China's Electronics Industry Related Policies - Tax Policies
  • Table 8: Interpretation of China's Electronics Industry Related Policies - Laws and Regulations
  • Table 9: Interpretation of China's Electronics Industry Related Policies - Industry Standards
  • Table 10: Interpretation of China's Electronics Industry Related Policies - Subsidy Policies
  • Table 11: Investment and Financing Dynamics in China's Electronics Industry
  • Table 12: Major Raw Material Suppliers' Landscape
  • Table 13: Representative Domestic and International Companies for Integrated Circuit Wafer Processing and Back-End Packaging and Testing Equipment
  • Table 14: Localization Status of Semiconductor Equipment In Mainland China
  • Table 15: Investment Plans for Wafer Manufacturing Plants From 2022 to 2024
  • Table 16: Basic Description of the "14th Five-Year Plan" for the Integrated Circuit Industry
  • Table 17: Interpretation of China's Integrated Circuit Industry Related Policies - National Policies
  • Table 18: Interpretation of China's Integrated Circuit Industry Related Policies - Tax Policies
  • Table 19: Interpretation of China's Integrated Circuit Industry Related Policies - Subsidy Policies
  • Table 20: Investment and Financing Dynamics in China's Integrated Circuit Industry
  • Table 21: New and Planned Photovoltaic Cell and Module Projects in Mainland China from 2021 to 2022
  • Table 22: 2022 China Top Ten Brands for Photovoltaic Power Generation Data
  • Table 23: Basic Description of the "14th Five-Year Plan" for New Energy Photovoltaic Industry Planning
  • Table 24: Interpretation of China's Photovoltaic Industry Related Policies - Macro Policy Types
  • Table 25: Interpretation of China's Photovoltaic Industry Related Policies - Tax Policies
  • Table 26: Interpretation of China's Photovoltaic Industry Related Policies - Subsidy Policies
  • Table 27: Interpretation of China's Photovoltaic Industry Related Policies - Consumption Policies
  • Table 28: Interpretation of China's Photovoltaic Industry Related Policies - Industry Standards
  • Table 29: Interpretation of China's Photovoltaic Industry Related Policies - Other Policies
  • Table 30: Major Wind Power Market Operation and Maintenance Service Companies in China
  • Table 31: Basic Description of the "14th Five-Year Plan" for the Wind Energy Industry
  • Table 32: Interpretation of Relevant Policies in China's Wind Energy Industry - Subsidy Policies
  • Table 33: Interpretation of Relevant Policies in China's Wind Energy Industry - Comsumpsion Policies
  • Table 34: Interpretation of Relevant Policies in China's Wind Energy Industry - Industry Standards
  • Table 35: Interpretation of Relevant Policies in China's Wind Energy Industry - Other Policies
  • Table 36: Chinese Battery System and Integration Related Enterprises
  • Table 37: Number of Major Provinces' Lithium Battery Production Companies
  • Table 38: Basic Description of the "14th Five-Year Plan" for the Lithium Industry
  • Table 39: Interpretation of China's Lithium Industry Related Policies
  • Table 40: Supply Status of Various Raw Materials for New Energy Vehicle
  • Table 41: Classification, Market Characteristics and Main Manufacturers of Core Components for New Energy Vehicle
  • Table 42: Analysis of the Business Layout of Listed Companies in China's New Energy Vehicle Industry in 2022
  • Table 43: Basic Description of the "14th Five-Year Plan" for the Development of the New Energy Vehicle Industry
  • Table 44: Key Contents of the "Development Plan for the New Energy Vehicle Industry (2021-2035)"
  • Table 45: Interpretation of Relevant Policies in China's New Energy Vehicle Industry - Tax Policies
  • Table 46: Interpretation of Relevant Policies in China's New Energy Vehicle Industry - Subsidy Policies
  • Table 47: Interpretation of Relevant Policies in China's New Energy Vehicle Industry - Industry Standards
  • Table 48: Basic Description of the "14th Five-Year Plan" for the High-end Equipment Industry
  • Table 49: Interpretation of Relevant Policies in China's High-end Equipment Industry - Tax Policies
  • Table 50: Interpretation of Relevant Policies in China's High-end Equipment Industry - Subsidy Policies
  • Table 51: Development Goals of High-end Equipment Manufacturing Industry in Various Regions
  • Table 52: Investment and Financing Dynamics in China's High-end Equipment Industry
  • Table 53: Process and Architecture of Mainstream AI Processors
  • Table 54: Major Manufacturers of Midstream AI Products
  • Table 55: Characteristics of Major Application Areas in AI Downstream Industry
  • Table 56: Basic Description of the "14th Five-Year Plan" for the AI Industry
  • Table 57: Interpretation of Relevant Policies in China's AI Industry - Investment Policies
  • Table 58: Interpretation of Relevant Policies in China's AI Industry - Other Policies
  • Table 59: Major Domestic Suppliers in the Upstream Pharmaceutical Basic Market
  • Table 60: Classification of Specialized Equipment for Pharmaceuticals
  • Table 61: Top Ten Domestic Pharmaceutical Equipment Suppliers
  • Table 62: Basic Description of the "14th Five-Year Plan" for the Pharmaceutical Industry
  • Table 63: Interpretation of Relevant Policies in China's Pharmaceutical Industry - Tax Policies
  • Table 64: Interpretation of Relevant Policies in China's Pharmaceutical Industry - Subsidy Policies
  • Table 65: Interpretation of Relevant Policies in China's Pharmaceutical Industry - Regulatory Policies
  • Table 66: Investment and Financing Dynamics in China's Pharmaceutical Industry
  • Table 67: Production Output of Steel in China From 2017 to 2022
  • Table 68: Production Output of Aluminum in China From 2017 to 2022
  • Table 69: Major Component Manufacturers in China's Rail Transit Industry
  • Table 70: Basic Description of the "14th Five-Year Plan" for the Rail Transit Industry in China
  • Table 71: Interpretation of Relevant Policies in China's Rail Transit Industry - Industry Standards
  • Table 72: Summary of Rail Transit Lines That Starting Working in 2022
  • Table 73: Analysis of Core Components for Industrial Robots
  • Table 74: Analysis of Downstream Application Areas for Industrial Robots
  • Table 75: Basic Description of the "14th Five-Year Plan" for the Robot Industry
  • Table 76: Interpretation of Relevant Policies in China's Robot Industry - Subsidy Policies
  • Table 77: Investment and Financing Dynamics in China's Robot Industry

List of Figures

  • Figure 1: Panoramic View of the Electronics Industry Supply Chain - 1
  • Figure 2: Panoramic View of the Electronics Industry Supply Chain - 2
  • Figure 3: Production Output and Growth of Electronic Devices in China From 2015 to 2022
  • Figure 4: Production Output and Growth of Color Televisions in China From 2016 to 2022
  • Figure 5: Production Output and Growth of Mobile Communication Handsets in China From 2016 to 2022
  • Figure 6: Four Major Clusters of China's Electronics Industry
  • Figure 7: Panoramic View of the Integrated Circuit Industry Chain
  • Figure 8: Annual Production Output and Growth Rate of Integrated Circuits in China From 2017 to 2022
  • Figure 9: Development Plan for Regional Clusters of Integrated Circuits During the "14th Five-Year Plan" Period
  • Figure 10: Panoramic View of the New Energy Photovoltaic Industry Chain
  • Figure 11: China's Photovoltaic Silicon Wafer Production Capacity and Output From 2018 to 2022
  • Figure 12: Investment Scale and Forecast of China's Photovoltaic Silicon Wafer Industry From 2018 to 2025
  • Figure 13: Penetration Rate of Monocrystalline Silicon Wafers in China From 2018 to 2022
  • Figure 14: Production Capacity Proportion and Forecast of Various Sizes of Photovoltaic Silicon Wafers in China From 2019 to 2025
  • Figure 15: Production Volume of Photovoltaic Crystalline Silicon Cells in China From 2018 to 2022 
  • Figure 16: Production Volume of Photovoltaic Modules In China From 2018 to 2022 
  • Figure 17: Sales Revenue of Photovoltaic Equipment In China From 2018 to 2025 
  • Figure 18: New Installed Capacity and Forecast for Photovoltaic in China From 2015 to 2025
  • Figure 19: Basic Description on the Planning for New Energy Photovoltaic Industry During the "14th Five-Year Plan" Period
  • Figure 20: Panoramic View of the Wind Energy Industry Chain
  • Figure 21: Growth Chart of Newly Installed and Cumulative Grid-Connected Wind Power Capacity in China From 2016 to 2022
  • Figure 22: Wind Energy and its Production Equipment Market Characteristics
  • Figure 23: Panoramic View of the Lithium Battery Industry Chain
  • Figure 24: Production Output Situation of Lithium Manganese Oxide in China From 2017 to 2022
  • Figure 25: Production Output Situation of Spherical Graphite in China From 2017 to 2022
  • Figure 26: Distribution Map of Companies in the Lithium Battery Industry Chain in China
  • Figure 27: Production Output and Trend of New Energy Vehicles in China From 2017 to 2025
  • Figure 28: Panoramic View of the New Energy Vehicle Industry Chain
  • Figure 29: Proportion of Tesla Model3 Value in the Market
  • Figure 30: Top Ten New Energy Vehicles by Sales Volume in 2022
  • Figure 31: Number of Public and Private Charging Piles for Electric Vehicles in China From 2015 to 2022
  • Figure 32: Coverage Map of China's High-End Equipment Industry Chain
  • Figure 33: Number and Growth Of Coastal Transportation Shipping in China From 2016 to 2022
  • Figure 34: Approved Implementation Plan for Urban Rail Transit Standard Structure Routes by 2022
  • Figure 35: Statistics on Major Urban Rail Transit Operations in China by 2022
  • Figure 36: Concentrated Distribution of High-End Equipment Manufacturing Zones in China
  • Figure 37: Panoramic View of the Artificial Intelligence Industry Chain
  • Figure 38: Distribution of Major China's Artificial Intelligence Companies by Region in 2022
  • Figure 39: Panoramic View of the Pharmaceutical Industry Chain
  • Figure 40: Development Trend Chart of China's Medicine Circulation Industry
  • Figure 41: Panoramic View of the Rail Transit Industry Chain
  • Figure 42: Regional Distribution Map of Representative Enterprises in the Rail Transit Equipment Industry Chain
  • Figure 43: Standard Structure for Planned Routes Already Approved for Urban Rail Transit in 2022
  • Figure 44: Statistics on Major Urban Rail Transit Operations in China in 2022
  • Figure 45: Panoramic View of the Robot Industry Chain
  • Figure 46: Market Share of RV Reducers in China in 2021
  • Figure 47: Market Share of Harmonic Reducers in China in 2021
  • Figure 48: Production Output of Industrial Robots in China from 2018 to 2022
  • Figure 49: Sales Volume of Industrial Robots in China from 2018 to 2022
  • Figure 50: Market Share of Industrial Robot Shipments by Brand in 2021
  • Figure 51: Market Share of Industrial Robot Shipments by Brand in 2022
  • Figure 52: Proportion of Application Industries for China's Industrial Robots from 2018 to 2020