数据透视今年以来中国经济运行总体平稳 迎峰度夏电力供需平衡有保障

Economic Overview - The National Development and Reform Commission (NDRC) announced that the overall operation of the Chinese economy remains stable this year [1] - The NDRC plans to issue the third batch of funds for the "old for new" consumption policy in July, ensuring orderly implementation throughout the year [1] Industrial and Service Sector Performance - In May, the industrial added value above designated size increased by 5.8% year-on-year, while the service production index grew by 6.2%, an increase of 0.2 percentage points from the previous month [2] - The fixed asset investment has shown stable growth, with manufacturing investment rising by 8.5% [4] Consumer Market Insights - The total retail sales of consumer goods in May increased by 6.4% year-on-year, marking the highest growth rate in 2024 [4] - Exports in May, measured in RMB, grew by 6.3%, with significant increases in exports to ASEAN (17.5%), the EU (13.7%), and countries involved in the Belt and Road Initiative (13.8%) [4] Energy Supply and Demand - The NDRC anticipates that the peak electricity load during the summer will increase by approximately 10 million kilowatts year-on-year, with a better supply-demand balance compared to last year [9][10] - As of the end of May, the total installed power generation capacity reached 361 million kilowatts, a year-on-year increase of 18.8% [10] Preparedness for Natural Disasters - The NDRC emphasizes the importance of preparing for potential natural disasters that could impact electricity supply, including extreme weather events [12][14] - Measures are being taken to ensure rapid response and recovery to maintain electricity supply for essential services and key sectors [14]