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Group 1: Manufacturing PMI Overview - In June, the Manufacturing Purchasing Managers' Index (PMI) was 49.7%, an increase of 0.2 percentage points from the previous month, indicating continued improvement in manufacturing sentiment [1] - Large enterprises had a PMI of 51.2%, up 0.5 percentage points, while medium and small enterprises had PMIs of 48.6% and 47.3%, respectively, indicating a decline for smaller firms [1] - The production index was 51.0%, up 0.3 percentage points, suggesting accelerated production activities in the manufacturing sector [2] Group 2: Manufacturing Sub-Indices - The new orders index was 50.2%, an increase of 0.4 percentage points, indicating improved market demand in manufacturing [3] - The raw materials inventory index was 48.0%, up 0.6 percentage points, indicating a continued narrowing of the decline in major raw material inventories [3] - The employment index was 47.9%, down 0.2 percentage points, reflecting a slight decrease in employment sentiment within manufacturing [3] Group 3: Non-Manufacturing PMI Overview - In June, the Non-Manufacturing Business Activity Index was 50.5%, an increase of 0.2 percentage points, indicating continued expansion in the non-manufacturing sector [6] - The construction industry business activity index was 52.8%, up 1.8 percentage points, while the services sector index was 50.1%, down 0.1 percentage points [8] Group 4: Non-Manufacturing Sub-Indices - The new orders index for non-manufacturing was 46.6%, up 0.5 percentage points, indicating a slight recovery in market demand [10] - The input prices index was 49.9%, up 1.7 percentage points, suggesting stable input prices for non-manufacturing activities [10] - The business activity expectation index was 55.6%, down 0.3 percentage points, indicating a generally optimistic outlook among non-manufacturing enterprises [11] Group 5: Comprehensive PMI Overview - The Comprehensive PMI Output Index was 50.7%, an increase of 0.3 percentage points, indicating an overall acceleration in production and business activities across sectors [14]

Group 1: Manufacturing Purchasing Managers Index (PMI) Recovery - In June, the manufacturing PMI rose to 49.7%, with 11 out of 21 surveyed industries in the expansion zone, an increase of 4 industries from the previous month, indicating an overall expansion in manufacturing sentiment [2] - The production index and new orders index were at 51.0% and 50.2%, respectively, both showing improvements of 0.3 and 0.4 percentage points from the previous month, suggesting accelerated production activities and improved market demand [2] - The purchasing volume index increased to 50.2%, up by 2.6 percentage points, reflecting enhanced procurement willingness among enterprises due to the recovery in production and demand [2] Group 2: Price Index Recovery - The main raw material purchase price index and factory price index were at 48.4% and 46.2%, respectively, both rising by 1.5 percentage points, indicating an overall improvement in manufacturing market prices [3] - The increase in prices was influenced by rising international crude oil prices, particularly affecting the petroleum, coal, and other fuel processing industries, while the black metal smelting and rolling processing industries saw a decline in price indices due to falling iron ore prices and insufficient terminal demand [3] Group 3: Business Activity Index in Non-Manufacturing Sector - The non-manufacturing business activity index was at 50.5%, up by 0.2 percentage points, indicating continued expansion in the non-manufacturing sector [5] - The service industry business activity index was at 50.1%, slightly down by 0.1 percentage points, with certain sectors like telecommunications and financial services showing strong growth, while consumer-related sectors experienced a decline [5] - The construction industry business activity index rose to 52.8%, an increase of 1.8 percentage points, indicating a recovery in construction activities, particularly in civil engineering [5] Group 4: Comprehensive PMI Output Index - The comprehensive PMI output index was at 50.7%, up by 0.3 percentage points, indicating an overall acceleration in production and business activities across enterprises [6] - The manufacturing production index and non-manufacturing business activity index were at 51.0% and 50.5%, respectively, contributing to the overall expansion reflected in the comprehensive PMI output index [6]

Core Viewpoint - In the first five months, the total profit of industrial enterprises above designated size in China decreased by 1.1% year-on-year, amounting to 27,204.3 billion yuan [1] Group 1: Profit Performance - State-owned enterprises reported a profit of 8,709.5 billion yuan, down 7.4% year-on-year [1] - Joint-stock enterprises achieved a profit of 20,170.7 billion yuan, a decline of 1.5% [1] - Foreign and Hong Kong, Macao, and Taiwan-invested enterprises saw a profit of 6,856.8 billion yuan, an increase of 0.3% [1] - Private enterprises reported a profit of 7,592.5 billion yuan, up 3.4% [1] - The mining industry experienced a profit of 3,580.4 billion yuan, down 29.0% [1] - The manufacturing sector achieved a profit of 20,201.4 billion yuan, an increase of 5.4% [1] - The electricity, heat, gas, and water production and supply industry reported a profit of 3,422.5 billion yuan, up 3.7% [1] Group 2: Industry-Specific Profit Changes - The agricultural and sideline food processing industry saw a profit increase of 38.2% [2] - The computer, communication, and other electronic equipment manufacturing industry grew by 11.9% [2] - The electrical machinery and equipment manufacturing industry increased by 11.6% [2] - The general equipment manufacturing industry grew by 10.6% [2] - The non-ferrous metal smelting and rolling processing industry increased by 9.8% [2] - The specialized equipment manufacturing industry grew by 7.1% [2] - The electricity and heat production and supply industry increased by 5.7% [2] - The non-metallic mineral products industry saw a slight increase of 0.6% [2] - The textile industry declined by 1.8% [2] - The chemical raw materials and chemical products manufacturing industry decreased by 4.7% [2] - The oil and natural gas extraction industry fell by 10.4% [2] - The automobile manufacturing industry decreased by 11.9% [2] - The coal mining and washing industry saw a significant decline of 50.6% [2] - The black metal smelting and rolling processing industry turned from loss to profit [2] Group 3: Financial Metrics - In the first five months, industrial enterprises above designated size achieved operating revenue of 54.76 trillion yuan, a year-on-year increase of 2.7% [2] - Operating costs amounted to 46.88 trillion yuan, up 3.0% [2] - The operating profit margin was 4.97%, a decrease of 0.19 percentage points year-on-year [2] - As of the end of May, total assets of industrial enterprises above designated size reached 182.36 trillion yuan, a year-on-year increase of 5.1% [3] - Total liabilities amounted to 105.26 trillion yuan, up 5.3% [3] - Total owners' equity was 77.09 trillion yuan, an increase of 4.8% [3] - The asset-liability ratio stood at 57.7%, an increase of 0.1 percentage points year-on-year [3] - Accounts receivable reached 26.40 trillion yuan, a year-on-year increase of 9.0% [3] - Finished goods inventory was 6.65 trillion yuan, up 3.5% [3] - The cost per 100 yuan of operating revenue was 85.61 yuan, an increase of 0.24 yuan year-on-year [3] - The average collection period for accounts receivable was 70.5 days, an increase of 4.1 days year-on-year [3]

Core Viewpoint - In the first five months of 2025, the total profit of industrial enterprises above designated size reached 2.72 trillion yuan, showing a year-on-year decline of 1.1% due to multiple factors including insufficient effective demand and declining industrial product prices [1] Group 1: Industrial Profit Trends - The total profit of industrial enterprises increased by 603.4 billion yuan compared to the first four months, but still experienced a year-on-year decline [1] - Gross profit margin for industrial enterprises grew by 1.1% year-on-year, contributing to a 3.0 percentage point increase in overall profits [1] - Revenue for industrial enterprises rose by 2.7% year-on-year, indicating a sustained growth trend that may support future profit recovery [1] Group 2: Equipment Manufacturing Sector - The equipment manufacturing sector demonstrated strong performance with a profit increase of 7.2% year-on-year, contributing 2.4 percentage points to the overall industrial profit growth [2] - Seven out of eight industries within equipment manufacturing reported profit growth, with notable increases in electronics, electrical machinery, and general equipment sectors, achieving growth rates of 11.9%, 11.6%, and 10.6% respectively [2] Group 3: High-Quality Development in Aerospace and Marine Industries - The aerospace, aviation, and marine industries experienced rapid growth, with profits increasing by 56.0% year-on-year [2] - Specific sectors such as aircraft manufacturing and spacecraft manufacturing saw profits rise by 120.7% and 28.6% respectively, driven by successful commercial operations and new achievements in commercial aerospace [2] - The shipbuilding and related equipment manufacturing sectors also thrived, with profits growing by 85.0%, including a 111.8% increase in metal ship manufacturing profits [2] Group 4: Impact of "Two New" Policies - The implementation of "Two New" policies has effectively stimulated domestic demand, with profits in general and specialized equipment sectors increasing by 10.6% and 7.1% respectively [3] - Rapid profit growth was observed in specific industries such as electronic and electrical machinery, with increases of 39.3% and 26.7% [3] - The effects of the consumer goods replacement policy were significant, with profits in smart consumer devices and kitchen appliances rising by 101.5% and 20.7% respectively [3] Group 5: Performance of Private and Foreign Enterprises - Profits for private enterprises and foreign-invested enterprises grew by 3.4% and 0.3% respectively, both exceeding the average growth rate of all industrial enterprises [4] - These sectors contributed 0.9 percentage points and 0.1 percentage points to the overall industrial profit growth [4] - Future strategies will focus on implementing proactive macro policies to strengthen domestic circulation and promote high-quality industrial development [4]

Group 1 - The National Development and Reform Commission (NDRC) will issue the third batch of funds for the consumption goods replacement program in July, ensuring the policy is implemented in an orderly manner throughout the year [1] - The NDRC emphasizes the importance of "timeliness" and "balance" in the allocation of funds, with plans to develop monthly and weekly usage schedules for national subsidies [1] - A total of 200 billion yuan will be allocated to support equipment upgrades through special long-term government bonds, with the first batch of approximately 173 billion yuan already allocated to around 7,500 projects across 16 sectors [1]

Core Viewpoint - The Ministry of Commerce is organizing the 2025 "Thousand Counties and Ten Thousand Towns" New Energy Vehicle Consumption Season to stimulate consumption potential and foster new growth points in the automotive sector, running from July to December under the theme "Enjoy Consumption, Renew Travel" [1] Group 1: Promotion of New Energy Vehicle Consumption - The initiative will integrate policies such as vehicle trade-in programs and automotive circulation reform trials to enhance the purchasing environment for new energy vehicles in rural areas [1][2] - Local governments are encouraged to set up trade-in zones for old vehicles at event venues and promote suitable new energy models to meet diverse consumer needs [1][2] Group 2: Innovation in Consumption Scenarios - Localities are urged to innovate and create diverse automotive consumption scenarios, including smart connected vehicle showcases and test drives, while ensuring compliance with safety regulations [2] - The initiative aims to extend the automotive consumption chain by integrating travel, culture, and sports through various automotive aftermarket activities [2] Group 3: Optimization of Purchasing and Usage Environment - The program calls for mobilizing social forces to support the consumption season, enhancing the efficiency of third-party used car information platforms, and promoting the trading of second-hand new energy vehicles [3] - There is a focus on improving infrastructure in rural areas, such as parking lots, charging stations, and after-sales service points, to facilitate vehicle trade-ins and alleviate consumer concerns [3]

六部门关于开展2025年度智能工厂梯度培育行动的通知 工业和信息化部办公厅 国家发展改革委办公厅 财政部办公厅 国务院国资委办公厅 市场监管总局办公厅 国家数据局综合司关于开展2025年度智能工厂梯度培育行动的通知 二、卓越级智能工厂培育工作 工信厅联通装函〔2025〕251号 基础级智能工厂聚焦数字化改造、网络化连接开展建设，推动数字化普及；先进级智能工厂在自评 为基础级智能工厂前提下，聚焦数字化转型、网络化协同开展建设，打造区域行业领先的发展标杆。基 础级和先进级智能工厂均须满足《要素条件》要求。 （一）省级工业和信息化主管部门、有关中央企业应组织本地区、本集团规上企业开展基础级智能 工厂自评自建。 （二）省级工业和信息化主管部门联合相关部门做好本地区先进级智能工厂培育认定，有关中央企 业做好本集团先进级智能工厂培育认定，并将先进级智能工厂名单报送工业和信息化部（装备工业一 司），有关中央企业同步报送国务院国资委（科技创新局）。 各省、自治区、直辖市及计划单列市、新疆生产建设兵团工业和信息化、发展改革、财政、国资、市场 监管、数据主管部门，有关中央企业： 为加快推动制造业数字化转型智能化升级，打造智能制造 ...

Core Viewpoint - The meeting emphasized the importance of enhancing safety management in the electric vehicle (EV) industry, highlighting the need for all parties to prioritize risk prevention and product quality to ensure sustainable development [1][2]. Group 1: Meeting Outcomes - The meeting was convened by three departments to discuss the safety management of electric vehicles, acknowledging the significant achievements in China's EV industry and the necessity to cherish these gains [1]. - Participants included representatives from various regulatory bodies, EV manufacturers, battery producers, and industry organizations, indicating a collaborative approach to safety management [2]. Group 2: Responsibilities and Actions - Vehicle and battery manufacturers are urged to take responsibility for product quality and safety, focusing on risk prevention in design, manufacturing, and after-sales service [1]. - Companies are instructed to avoid misleading advertising and to guide consumers on proper vehicle usage, emphasizing the importance of maintaining safety standards over short-term cost-cutting measures [1]. - Future actions will include enhanced collaboration among departments, information sharing, safety inspections, and strict enforcement against violations to maintain order in the industry [2].

2025 年 6 月 18-21 日，由中国汽车工业协会组织的" 2025 汽车工业统计工作会议"在陕西西安 成功召开。中国汽车工业协会副秘书长陈士华出席会议，主要汽车整车、零部件、改装车企业以及 省市协会、分支机构相关统计负责人员参加了会议。本次会议由中国汽车工业协会行业信息部主任 刘征主持。 中汽协会陈士华副秘书长分享了上半年汽车行业经济运行情况，主要从当前行业运行情况、行 业面临的问题与困难以及相关政策建议三方面做了详细介绍。总体来看，汽车行业在系列组合政策 推动下，叠加企业创新成果加速落地应用，行业总体呈现稳中向好发展态势。今年前五个月，汽车 产销均实现 10% 以上增长，其中内需市场在政策拉动下，明显改善，起到较好支撑作用；整车出口 尽管面临国际形势不确定性加大挑战，仍呈现出较好韧性，保持稳定增长。新能源汽车延续快速增 长态势，前五个月新能源乘用车国内销量占比超 50% 、新能源商用车国内销量占比超 20%。 中汽协会行业信息部齐立香对协会统计报表做规范说明。今年以来，协会加强了企业走访调研 的工作，重点围绕海外报表和统计工作与有关企业开展深度交流。在交流过程中，对企业反映比较 集中的、关心度比较高 ...