多项数据超预期 中国经济“开门红”传递暖意

Economic Performance - In the first two months, the industrial added value above designated size increased by 7.5% year-on-year, retail sales of consumer goods rose by 6.7%, and fixed asset investment (excluding rural households) grew by 12.2%, indicating a strong start for the Chinese economy in 2023 [1][2] - The manufacturing investment surged by 20.9%, supported by factors such as industrial base reconstruction, supply chain strengthening, technological upgrades, and high export demand [2] - High-tech manufacturing added value increased by 14.4%, and high-tech manufacturing investment rose by 42.7%, significantly outpacing overall manufacturing growth [3] Policy and Economic Outlook - The government will continue to implement stable growth policies, focusing on industrial stability and service sector relief, despite facing complex external challenges [1][4] - The economic recovery remains uneven, with pressures on small and micro enterprises and rising costs for businesses, necessitating ongoing support measures [4][5] - The overall economic operation is expected to maintain a stable development trend, with a target of achieving a 5.5% growth rate for the year deemed achievable [7][8] Investment and Consumption - Fixed asset investment is anticipated to play a significant role in driving macroeconomic growth, with expectations of increased investment efforts compared to 2021 [8] - The government aims to expand effective investment, optimize investment structure, and encourage private investment to support sustained economic development [8]