节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
统计局公告显示，2025年12月规模以上工业增加值同比实际增长5.2%，环比增长0.49%；2025年全年该指标同比增长5.9%。分三大门类看，12月采矿业增加值同比增5.4%，制造业增5.7%，电力热力燃气及水生产供应业增0.8%。分经济类型，国有控股企业增3.9%，股份制企业增5.8%，外商及港澳台投资企业增2.7%，私营企业增4.2%。
12月41个大类行业中33个实现同比增长，计算机通信等电子设备制造业增速11.8%，铁路船舶航空航天等运输设备制造业增9....汽车制造业增8.3%，化学原料制品业增8.0%，通用设备制造业增7.5%，煤炭开采洗选业增6.4%。产品方面，623种产品中325种增长，新能源汽车179.1万辆增8.7%，十种有色金属增4.9%，乙烯增3.0%，原油加工量增5.0%。
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