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地产脉冲已在今年一季度释放,地产投资后续或进一步下探|宏观晚6点
Sou Hu Cai Jing·2025-08-27 10:13

Macro News - The Ministry of Commerce will soon introduce a series of policy measures to promote service exports, focusing on fiscal, financial, and facilitation aspects to optimize the policy environment [1] Industrial Sector - In July, the profits of large-scale industrial enterprises decreased by 1.5% year-on-year, with the decline narrowing by 2.8 percentage points compared to June, marking two consecutive months of narrowing [2] - From January to July, the profits of large-scale industrial enterprises fell by 1.7% year-on-year, with the decline narrowing by 0.1 percentage points compared to the first half of the year [2] Service Sector - The Ministry of Commerce aims to include more service consumption areas in the encouraged foreign investment industry catalog, addressing the issue of insufficient high-quality service supply [3][5] - The Ministry will promote the expansion of high-quality service supply through "internal opening and external opening," and will expand pilot programs in telecommunications, healthcare, and education [5] - The initiative aims to stimulate innovation and reform in the service consumption sector, enhancing the vitality of various business entities and better meeting consumer demand in areas such as health, elderly care, childcare, and housekeeping [5]