5432份中报里的中国经济

Core Viewpoint - The Chinese economy continues to show a stable and positive trend in the first half of 2025, with GDP reaching 66.05 trillion yuan, a year-on-year growth of 5.3% [1] Economic Performance - Domestic demand contributed nearly 70% to the economic growth, and residents' income has maintained an upward trajectory [1] - A-share market performance reflects this positive macroeconomic backdrop, with 5,432 listed companies disclosing their semi-annual reports by August 31, showcasing robust operational performance [1] Industry Highlights - Several sectors demonstrated significant profit growth, including steel, software services, building materials, media, and semiconductors [1] - The "trade-in" policy has effectively boosted net profit growth in the home appliance, automotive, and consumer electronics industries [1] - The cultural tourism and new consumption sectors continue to experience rising prosperity [1] - In strategic emerging industries and high-tech sectors, the narrative around technology is becoming increasingly prominent, with accelerated growth in new productive forces and a steady increase in corporate R&D investment intensity [1] Overall Market Trends - The overall revenue growth of A-shares has turned positive, and net profit attributable to shareholders has maintained positive growth, indicating a gradually solidifying foundation for economic recovery [1]