底气十足！三个关键词透视中国经济半年报

Economic Performance - China's GDP grew by 5.3% year-on-year in the first half of the year, indicating better economic performance compared to the same period last year [21] - The industrial added value for large-scale enterprises increased by 6.4% year-on-year, showcasing the resilience of the domestic economy [23] - Retail sales of consumer goods rose by 5% year-on-year, reflecting a recovery in consumer demand [23] Cultural and Technological Trends - Labubu has surpassed KAWS and other popular figures to become a leading global trend in art toys, with a stock price increase of 190% in the first half of the year [3] - The animated film "Nezha 2" achieved a global box office of 15.9 billion yuan, setting a record as the highest-grossing animated film in history [5] - DeepSeek has emerged as a leading AI tool, surpassing ChatGPT in monthly visits and driving significant interest in the AI sector, with a 55.3% increase in related stocks in the A-share market [6][9] Pharmaceutical Innovations - Chinese innovative pharmaceuticals are gaining global traction, with revenue from external licensing nearly matching the total for the previous year within just half a year [13] - The Hong Kong stock index for innovative pharmaceuticals has surged over 60% in the first half of the year, indicating strong market performance [13] - Global capital is reassessing Chinese companies, with Goldman Sachs introducing the concept of "Ten Giants" in China, predicting a 13% profit increase over the next two years [15] Economic Resilience - The manufacturing PMI has risen for two consecutive months, with 11 industries experiencing collective expansion, signaling a recovery in demand [19] - The new orders index has returned to above 50%, indicating a rebound in demand and increased factory activity [19] - The current global economic order is facing challenges from unilateralism and protectionism, particularly due to U.S. tariff policies [17]