The Implementation Plan for Digital Transformation of Electronic Information Manufacturing Industry (hereinafter referred to as the "Plan") was released in May this year. Its core is to solve the structural contradictions that the electronic information manufacturing industry has long faced through digital transformation, and to build a new industrial ecology with global competitiveness. This is a key leap for China's electronic information manufacturing industry to transform from scale expansion to value creation. The electronic information manufacturing industry, as a strategic, fundamental, and leading industry in the national economy, has a large scale, long industrial chain, and a wide range of fields involved. Taking the smartphone industry as an example, the entire industry chain covers countless enterprises and links, from upstream chip research and development and manufacturing, precision component production to midstream whole machine assembly, and downstream sales and after-sales service. Data shows that by 2024, China's electronic information manufacturing industry above designated size will achieve a revenue of 16.19 trillion yuan. Such a huge industrial scale has a crucial impact on the overall development of China's economy. At the same time, it is also a key area for promoting the deep integration of the real economy and the digital economy, advancing new industrialization, and cultivating and strengthening new quality productivity. At present, the wave of digital economy is sweeping across the world, and the digital transformation of the electronic information manufacturing industry has become an unstoppable trend. The traditional production mode is difficult to compare with the digital production mode in terms of efficiency, accuracy, and response speed to market changes. From the perspective of global competition, the electronic information manufacturing industry has become the core battlefield of great power games. According to the World Semiconductor Trade Statistics Organization (WSTS) data, the global semiconductor market size will reach 600 billion US dollars in 2024, while China's self-sufficiency rate in high-end chips is less than 30%, and its dependence on foreign countries for key equipment and materials exceeds 70%. The policy of "promoting key core technology research and development" is a breakthrough move in facing this dilemma. For example, China's Changjiang Storage has achieved a breakthrough in mass production of 128 layer stacking technology in the field of 3D NAND flash memory through digital process optimization, with a yield rate increased to 95%. This achievement confirms the accelerating effect of digital transformation on core technology breakthroughs. Under policy promotion, it is expected to form a technological cluster advantage in areas such as chip design simulation and advanced packaging in the future, breaking the monopoly of foreign technology. The reshaping effect of digital transformation on the industrial chain is particularly evident in the construction of supply chain resilience. In the global chip shortage crisis of 2023, TSMC shortened the order delivery cycle by 40% with its digital twin factory system, while some domestic enterprises experienced a decrease of over 20% in capacity utilization due to low digitalization of their supply chains. This policy emphasizes the "digital transformation of the entire industry chain", essentially building an intelligent supply chain system. For example, BOE has realized the data connection of the whole process from glass substrate production to panel assembly by deploying the industrial Internet platform, with the accuracy rate of equipment fault early warning up to 92% and the inventory turnover efficiency up to 35%. When upstream and downstream enterprises in the industrial chain achieve data interoperability, it can not only alleviate the supply-demand mismatch caused by the bullwhip effect, but also stimulate new production models such as C2M (user direct manufacturing), shortening product development cycles by more than 60%. At the application level of emerging technologies, policies prioritize the deep integration of artificial intelligence, advanced computing, and industries, reflecting the urgent need for industrial upgrading. According to IDC data, the global industrial AI market size will reach 45 billion US dollars in 2024, while the AI penetration rate in China's electronic information manufacturing industry is less than 15%. Through policy guidance, AI technology is accelerating the empowerment of quality inspection processes. For example, after a mobile phone OEM factory in Shenzhen introduced a visual AI quality inspection system, the accuracy of defect detection increased from 85% manual to 99.5%, and labor costs were reduced by 70%. In the future, with the integration and application of edge computing and 5G technology, equipment predictive maintenance, intelligent production scheduling and other scenarios will be implemented in a large-scale manner, which is expected to reduce the comprehensive production cost by 20% to 30%. It is worth noting that the 'Plan' incorporates market-oriented allocation of data elements into the top-level design and proposes the establishment of a data infrastructure system for electronic information manufacturing industry. This innovation breakthrough directly targets the pain points of the industry: currently, the data islanding rate of electronic information enterprises in China is as high as 65%, and the data asset conversion rate is less than 10%. By building industrial databases, enterprises can convert production data and research and development data into digital assets. CATL has developed a battery health management algorithm using battery lifecycle data, which has extended battery life by 15% and generated additional revenue of over 2 billion yuan. The circulation and value mining of data elements will give rise to new formats such as data trading and data services, and it is expected that the related market size will exceed 100 billion yuan by 2027. However, the implementation of policies still faces multiple challenges. According to research data from the China Electronics Standardization Institute, the funding gap for digital transformation of small and medium-sized enterprises has reached 800 billion yuan, and 70% of enterprises lack professional digital talents. This requires further improvement of the "unveiling and leading" mechanism in policy support, encouraging universities to offer interdisciplinary courses on digital transformation, and reducing the cost of enterprise transformation through financial subsidies, tax incentives, and other means. In addition, the issues of data security and privacy protection urgently need to be addressed, and a hierarchical and classified data security management system needs to be established to balance innovative development and risk prevention and control. Through technological breakthroughs, industrial chain restructuring, and activation of data elements, policies are reshaping industry competition rules. This transformation not only concerns the upgrading of individual industries, but also provides a model for the deep integration of China's digital economy and real economy, helping to achieve a historic leap from a "manufacturing power" to a "manufacturing powerhouse". (New Society)