前7月机械工业保持增势，汽车、电气机械领跑超10%

Core Viewpoint - The mechanical industry in China has shown resilience and growth in the first seven months of the year, supported by macro and industrial policies, with significant increases in various sectors, particularly in automotive and electrical machinery manufacturing [1][2][3]. Group 1: Industry Performance - The added value of five major categories in the mechanical industry has maintained a growth trend, with automotive manufacturing growing by 10.9%, electrical machinery and equipment manufacturing by 11.9%, general equipment manufacturing by 8.3%, specialized equipment manufacturing by 3.8%, and instrument manufacturing by 7.1% [1][2]. - Fixed asset investment in the automotive manufacturing sector increased by 21.7%, while general equipment manufacturing grew by 14.8% [2]. - The production of key mechanical products has also increased, with metal cutting machine tools reaching a cumulative output of 480,000 units, up 13.9%, and industrial robots at 447,000 units, up 32.9% [2][3]. Group 2: Green Transition - The green transformation of the mechanical industry has accelerated, with solar cell production reaching 470 million kilowatts, a year-on-year increase of 19.6%, and renewable energy sources accounting for 85.3% of new power generation installations [2][3]. - By the end of July, the total installed capacity of clean energy sources, including hydropower, nuclear power, wind power, and solar power, reached 2.19 billion kilowatts, representing nearly 60% of the national total [2]. Group 3: Market Demand and Policy Impact - The "Two New" policy has significantly improved domestic market demand, with nearly 70% of the 122 monitored mechanical products showing year-on-year production growth [5][6]. - The policy has also driven the demand for equipment upgrades and technological breakthroughs in key areas, enhancing the industry's long-term competitiveness and sustainable development capabilities [6][7]. - The mechanical industry has maintained robust export growth, with a total trade volume of $706.69 billion, a year-on-year increase of 7.3%, and a trade surplus of $393.17 billion, up 24.4% [3][4]. Group 4: Future Outlook - The mechanical industry is expected to continue its high-quality development, supported by favorable macroeconomic and industrial policies, with ongoing efforts to enhance supply capabilities and optimize the development environment [7].