The municipal bureau of economy and information technology disclosed that the value-added of the city's industrial and information software sector approached 470 billion yuan in the first quarter of this year, setting a new historical record. This sector contributed over 50% to the city's economic growth during the period.
Output of service robots surged by more than 90% in the first quarter. The year 2026 marks both the beginning of the 15th Five-Year Plan and a critical phase for Beijing to accelerate the cultivation of high-tech industries and build a global benchmark city for the digital economy at full speed. The sector demonstrated stable and positive performance in the first quarter, achieving breakthroughs in both scale and growth rate, delivering an outstanding start to the year.
A series of data reflects the strong momentum of the city's industrial development. In the first quarter, the combined value-added of the industrial and information software sector accounted for over 36.3% of the city's GDP. The value-added of industrial enterprises above a designated size increased by 5.3% year-on-year, while revenue in the information software sector rose by 14.3%. The digitalization compliance rate among major manufacturing enterprises reached 70%.
High-tech industries led the way in the industrial sector. The electronic information industry, driven by integrated circuits as its core engine, grew by 17.8%, outpacing other major industries and becoming the primary driver of industrial growth. The pharmaceutical manufacturing sector steadily recovered, with value-added increasing by 9.2%. The automotive manufacturing industry accelerated its shift toward new and green products, with new energy vehicle output reaching 175,000 units, a 44% increase despite market challenges. Service robot production surged by 92.3%, while products such as smart equipment and new energy materials maintained double-digit growth.
Investment momentum continued to be released, injecting strong vitality into industrial development. In the first quarter, fixed asset investment in the city's key industrial sectors reached 25.59 billion yuan, up 14.3% year-on-year. Investment in high-tech manufacturing increased by 20.5%, with integrated circuit projects in the electronic information industry playing a leading role. Investment in these projects amounted to approximately 18 billion yuan in the first quarter, highlighting their significant contribution.
A total of 225 large models have passed the central cyberspace administration's filing process, ranking first in the country. Asia Vets listed on the main board of the Hong Kong Stock Exchange, becoming the world's first listed company focused on a general artificial intelligence (AGI) foundation model as its core business. ByteDance released its new-generation video generation model Seedance2.0, which ranked first in several international authoritative multimodal video generation evaluations. These achievements mark significant progress in building the city into a global benchmark for the digital economy in the first quarter.
The digital economy's value-added grew by 9.3% in the first quarter, with the core digital economy industries expanding by 12%. The city has added 10,000 P of computing power locally, bringing the total computing capacity to 70,000 P. The "Galaxy Computing Corridor" project in the Beijing-Tianjin-Hebei region is accelerating, utilizing over 900,000 P of high-quality computing resources from the region and western China in the first quarter. Forty existing data centers in the city have begun green and low-carbon upgrades.
Digital empowerment of enterprise development and social governance has reached a new level. The city released the 3.0 version of its comprehensive reform plan for facilitating cross-border data flow, shifting the focus from compliance-driven to value-driven data utilization. An action plan to deepen "one-stop online services" and promote the intelligent development of government services from 2026 to 2027 was issued, continuously optimizing smart government service scenarios and enhancing digital governance and service efficiency for businesses and residents.
With the rising popularity of "Lobster," a new AI form known as intelligent agents is rapidly emerging, accelerating the evolution of the information software industry from traditional tool-based products to intelligent new forms. This trend brings new strategic opportunities for high-quality development in the sector. The city will support the development of AI intelligent agent industries by building underlying frameworks, improving supporting policies, creating open-source ecosystems, and providing financial incentives.
To ensure the controllable, usable, and traceable autonomous capabilities of intelligent agents, the city is developing common infrastructure for AI intelligent agents, enabling enterprises from different ecosystems and fields to easily integrate into the intelligent agent ecosystem. An open innovation platform, the Tongming Lake Information Technology Application Innovation Center, is coordinating with innovative enterprises and research institutions to tackle key common challenges in the intelligent agent field. More companies in modeling, computing power, and industry applications are encouraged to participate.
The city will continue to leverage policy incentives, such as rewards for software intelligence upgrades and first-solution models, to encourage enterprises to accelerate AI adoption and innovation. Software companies using domestic large models for AI-assisted programming will receive tiered rewards based on their achieved intelligence maturity level, with individual projects eligible for up to 30 million yuan. High-quality solutions that address typical application scenarios in key industries and are deployed in practice may receive rewards of up to 30 million yuan per enterprise.
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