国家统计局：下阶段要强化宏观政策调节 有效释放内需潜力

Economic Overview - The national economy is operating smoothly with a solid push towards high-quality development, supported by proactive macro policies and the construction of a unified national market [2][5] - In August, the industrial added value for large-scale enterprises grew by 5.2% year-on-year, with manufacturing sector growth at 5.7%, indicating a favorable development trend [2][4] Consumption and Investment - Social retail sales increased by 3.4% year-on-year in August, with significant growth in the retail of products related to trade-in programs [3] - Fixed asset investment rose by 0.5% from January to August, with manufacturing investment growing by 5.1%, providing strong support for the upgrade and development of the manufacturing sector [3] Foreign Trade and Reserves - In August, the total import and export value increased by 3.5% year-on-year, with both exports and imports achieving growth for three consecutive months [3][4] - By the end of August, foreign exchange reserves increased by $29.9 billion, reflecting a stable upward trend [3] Employment and Prices - The urban unemployment rate in August was 5.3%, slightly up from the previous month but consistent with the same period last year, indicating stable employment conditions [4] - Consumer prices fell by 0.4% year-on-year in August, primarily due to a decline in food prices, while core CPI rose by 0.9%, marking an expansion in the inflation rate for four consecutive months [4] Industry Transformation and Innovation - The rise of artificial intelligence and accelerated digitalization are driving rapid growth in related industries, with significant increases in the manufacturing of smart vehicle equipment (17.7%), electronic components (13.1%), and integrated circuits (23.5%) [5] - The high-tech manufacturing sector saw an increase of 9.3% in added value, outpacing overall industrial growth, while modern service industries also performed well, with information technology services growing by 12.1% [5] - The production of new energy vehicles and lithium-ion batteries for vehicles surged by 22.7% and 44.2%, respectively, indicating a robust green transition [5]