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重磅经济数据即将发布,市场信心持续修复
Di Yi Cai Jing·2025-09-11 08:45

Economic Overview - In August, China's economy showed overall stability, with signs of recovery in economic sentiment, but further expansion of domestic demand policies is needed for sustained growth [1][8] - The National Bureau of Statistics will release key economic data on September 15, including industrial added value, retail sales, and fixed asset investment [1] Industrial Performance - The predicted year-on-year growth rate for industrial added value in August is 5.7%, consistent with the previous month [3] - The manufacturing Purchasing Managers' Index (PMI) for August is reported at 49.4%, indicating slight improvement, while the non-manufacturing PMI is at 50.3%, showing continued expansion [3] - Industrial production is supported by strong export performance, with container throughput and freight flights showing year-on-year increases [3][4] Consumer Spending - The forecast for year-on-year growth in social retail sales for August is 3.9%, slightly higher than the previous month's 3.7% [5] - The summer season has stimulated consumption in tourism and automotive sectors, although retail and housing-related consumption remain weak [5][6] - The automotive sector has seen significant growth, with production and sales exceeding 2 million units for the first eight months of the year, and August figures showing a year-on-year increase of 13% in production and 16.4% in sales [6] Fixed Asset Investment - The predicted year-on-year growth rate for fixed asset investment in August is 1.5%, slightly lower than the previous month's 1.6% [7] - Infrastructure investment is expected to receive support from government fiscal spending and the allocation of new policy financial tools [7] - The focus on "two new" and "two重" investments is anticipated to stimulate private sector investment and support fixed asset investment growth [7][8] Policy Outlook - The economic outlook indicates a need for policies that focus on expanding domestic demand, stabilizing foreign trade, and optimizing economic structure [8] - The implementation of new policy financial tools and continued support for major projects are expected to enhance effective investment [8] - Long-term strategies will focus on high-quality urban development, new industrialization, and the cultivation of new economic drivers [8]