On 19 May the State Taxation Administration published invoice data: in January-April, revenue from electronic specialty materials and integrated circuit manufacturing — directly tied to AI production and use — rose about 70% and more than 50% year on year respectively, while smart in-car devices and robots grew about 50% and nearly 30%. Investment is following: IC manufacturing investment rose more than 10% and information services nearly 20%, with equipment purchases by internet-related services up over 80%. Exports were strong too, with IC exports up more than 70%, industrial robot exports up 30% and IC exports nearly doubling in April alone. Luo Zhiheng, chief economist at Yuekai Securities, said AI's impact is now visible in production, investment, exports and prices, as demand for computing power and smart terminals pulls up electronics, chips and robotics. Huang Lixin of the STA's Tax Science Research Institute said the data show a firmer base for economic recovery.
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STA: AI-related industries post sharp sales growth in first four months
Invoice data released by the State Taxation Administration on 19 May show that in January-April, sales revenue of manufacturers of electronic specialty materials and integrated circuits — directly tied to AI production and use — rose 70% and 54.4% year on year, while smart in-car devices and robots grew 50.7% and 27.5%. Investment in IC manufacturing rose 11.6% and in information services 18.1%; equipment purchases by internet-related services jumped 81.8%. IC exports grew 78.3% and industrial robot exports 30%. High-tech industry revenue rose 15.3% and core digital-economy industries 9.4%. Economist Luo Zhiheng said AI's impact is now visible in production, investment, exports and prices.
2026-10-13