会议强调，要加强党的领导特别是党中央集中统一领导。树立和践行正确政绩观，因地制宜做好经 济工作，实现高质量、可持续的发展。编制好国家和地方"十五五"规划及专项规划。做好岁末年初重要 民生商品保供工作，关心困难群众生产生活，解决好拖欠企业账款和农民工工资问题，兜牢民生底线。 以时时放心不下的责任感抓好安全生产，坚决防范遏制重特大事故发生。 会议强调，做好明年经济工作，要以习近平新时代中国特色社会主义思想为指导，深入贯彻党的二 十大和二十届历次全会精神，完整准确全面贯彻新发展理念，加快构建新发展格局，着力推动高质量发 展，坚持稳中求进工作总基调，更好统筹国内经济工作和国际经贸斗争，更好统筹发展和安全，实施更 加积极有为的宏观政策，增强政策前瞻性针对性协同性，持续扩大内需、优化供给，做优增量、盘活存 量，因地制宜发展新质生产力，纵深推进全国统一大市场建设，持续防范化解重点领域风险，着力稳就 业、稳企业、稳市场、稳预期，推动经济实现质的有效提升和量的合理增长，保持社会和谐稳定，实 现"十五五"良好开局。 会议指出，明年经济工作要坚持稳中求进、提质增效，继续实施更加积极的财政政策和适度宽松的 货币政策，发挥存量政策和增 ...

工业和信息化部等6部门日前联合印发 《关于增强消费品供需适配性进一步促进消费的实 施方案》 （以下简称《方案》）。该《方案》提出，到2027年，形成3个万亿级消费领域和 10个千亿级消费热点。智能网联新能源汽车作为重点布局的3个万亿级消费领域之一，有望迎 来发展新机遇。 开拓万亿级消费赛道 中国汽车工业协会数据显示，今年前10个月，我国汽车产销量分别完成2769.2万辆和2768.7 万辆，同比增长均超过10%。其中，新能源汽车产销量分别完成1301.5万辆和1294.3万辆， 同比分别增长33.1%和32.7%。 值得关注的是，10月份新能源汽车销量达到汽车新车总销量的51.6%。这也是我国新能 源汽车月渗透率首次突破50%，彰显了中国市场对新能源汽车的强劲需求和消费转型的加 速。 "以往对新能源汽车增速的预测，主要基于电动化技术的演进。普遍观点认为，电动化初 期将经历高速增长，当其市场渗透率达到50%时，将进入一个相对均衡的发展阶段，增速会 趋于平缓甚至下滑。然而，智能化技术快速发展，正在成为推动新能源汽车产业升级的新动 力。"车百会理事长张永伟表示，智能化与电动化相互促进，形成了双向驱动的良性循环，智 ...

Core Viewpoint - The article highlights the significant growth in China's automobile exports to countries along the "Belt and Road" initiative, indicating a strong market presence and increasing demand for both traditional and new energy vehicles [1]. Group 1: Export Data - In the period from January to October 2025, the total value of automobile exports from China to "Belt and Road" countries reached $115.68 billion, representing a year-on-year increase of 13.8% and accounting for 59.6% of the total automobile export value [1]. - The export of complete automobiles amounted to 4.414 million units, showing a year-on-year growth of 23.2% [1]. - The export of new energy vehicles reached 1.418 million units, with a remarkable year-on-year increase of 76.2% [1].

来源： 中汽协会行业信息部 据中国汽车工业协会整理的海关总署 数据显 示 ， 2025 年 10 月， 汽车零部件产品出口金额达 68.9 亿美元，环比下降 11.8% ，同比下降 11.7% 。 2025 年 1 - 10 月， 汽车零部件产品出口金额累计达到 787.2 亿美元，同比增长 2.9% 。 ...

Group 1 - The core viewpoint of the article highlights a significant decline in the import value of automotive parts in October 2025, with a total of 1.68 billion USD, reflecting a month-on-month decrease of 7.4% and a year-on-year decrease of 19% [1] - For the period from January to October 2025, the total import value of automotive parts reached 17.62 billion USD, showing a year-on-year decline of 22.3% [2] - The data is sourced from the China Association of Automobile Manufacturers' Industry Information Department [3]

Group 1 - In October 2025, the import of complete automobiles reached 43,000 units, representing a month-on-month increase of 5.6% but a year-on-year decrease of 0.3% [1] - The import value for the same month was $2 billion, showing a month-on-month decline of 2.1% and a year-on-year decrease of 16.3% [1] - From January to October 2025, a total of 404,000 complete automobiles were imported, which is a year-on-year decline of 30% [1] - The total import value during this period was $20.25 billion, reflecting a year-on-year decrease of 38.3% [1]

Group 1 - In October 2025, the export of complete automobiles reached 828,000 units, representing a month-on-month increase of 9.5% and a year-on-year increase of 41.6% [1] - The export value for complete automobiles in October 2025 was $14.31 billion, with a month-on-month growth of 11.7% and a year-on-year growth of 34% [1] - From January to October 2025, the total export of complete automobiles amounted to 6.513 million units, showing a year-on-year increase of 23.2% [1] Group 2 - The total export value from January to October 2025 reached $111.44 billion, reflecting a year-on-year increase of 13.4% [1]

Group 1 - The total import and export value of automotive products reached 25.31 billion USD in October 2025, with a month-on-month increase of 1.7% and a year-on-year increase of 9.5% [2] - The import value was 3.68 billion USD, showing a month-on-month decrease of 4.6% and a year-on-year decrease of 17.5% [2] - The export value was 21.63 billion USD, with a month-on-month increase of 2.9% and a year-on-year increase of 15.9% [2] Group 2 - From January to October 2025, the cumulative total import and export value of automotive products was 232.08 billion USD, remaining stable compared to the same period last year [2] - The import value during this period was 37.89 billion USD, reflecting a year-on-year decrease of 31.8% [2] - The export value for the same period was 194.19 billion USD, indicating a year-on-year increase of 10% [2]

Group 1: Manufacturing Purchasing Managers Index (PMI) - In November, the manufacturing PMI rose to 49.2%, indicating a slight improvement in economic conditions [2] - Both production index and new orders index improved, reaching 50.0% and 49.2% respectively, with production index crossing the critical point [2] - Small enterprises showed significant recovery with PMI at 49.1%, marking a 2.0 percentage point increase, the highest in six months [2][3] Group 2: Non-Manufacturing Business Activity Index - The non-manufacturing business activity index decreased to 49.5%, down 0.6 percentage points from the previous month, indicating a decline in non-manufacturing economic conditions [4] - The service industry index fell to 49.5%, influenced by the end of holiday effects, while certain sectors like railway transport and financial services remained robust [5] - The construction industry index improved to 49.6%, with a business activity expectation index of 57.9%, reflecting increased confidence in the sector [5] Group 3: Comprehensive PMI Output Index - The comprehensive PMI output index fell to 49.7%, a decrease of 0.3 percentage points, with manufacturing production index at 50.0% and non-manufacturing business activity index at 49.5% [6]

Group 1: Manufacturing PMI Overview - In November, the Manufacturing Purchasing Managers' Index (PMI) was 49.2%, an increase of 0.2 percentage points from the previous month, indicating an improvement in economic conditions [1] - The PMI for large enterprises was 49.3%, a decrease of 0.6 percentage points, while small and medium-sized enterprises had PMIs of 48.9% and 49.1%, increasing by 0.2 and 2.0 percentage points respectively, all below the critical point [4] - The production index was at 50.0%, up by 0.3 percentage points, indicating stable manufacturing production overall [4] - The new orders index rose to 49.2%, an increase of 0.4 percentage points, suggesting an improvement in market demand [4] - The raw materials inventory index remained at 47.3%, indicating a continued decrease in the inventory of major raw materials [5] Group 2: Non-Manufacturing PMI Overview - In November, the Non-Manufacturing Business Activity Index was 49.5%, a decrease of 0.6 percentage points from the previous month [9] - The construction industry business activity index was 49.6%, up by 0.5 percentage points, while the service industry index was 49.5%, down by 0.7 percentage points [12] - The new orders index for non-manufacturing was 45.7%, a decline of 0.3 percentage points, indicating a drop in market demand [14] - The input price index rose to 50.4%, an increase of 1.0 percentage point, indicating a rise in the overall price level of inputs used in business activities [14] - The business activity expectation index was 56.2%, reflecting a generally optimistic outlook among non-manufacturing enterprises [15] Group 3: Comprehensive PMI Overview - The Comprehensive PMI Output Index was 49.7% in November, a decrease of 0.3 percentage points from the previous month [21]