Group 1 - The "anti-involution" governance effects are becoming evident, with recent measures to regulate disorderly competition among enterprises leading to positive changes in production prices across related industries [2] - Consumer demand is expected to expand, driven by seasonal factors such as increased food consumption as temperatures drop and upcoming holidays like the Mid-Autumn Festival and National Day, which are likely to boost CPI [2] - The transmission of production prices to consumer prices is expected to support the rise of CPI, although there are uncertainties regarding the impact of international energy market price fluctuations on domestic prices [2] Group 2 - The National Bureau of Statistics reported that in August, the year-on-year decline in factory prices for coal, steel, new energy vehicles, and photovoltaics has narrowed, indicating a weakening downward pressure on PPI and a return to a reasonable price range [2] - The steel industry is a key focus of the "anti-involution" initiative, with the China Iron and Steel Association actively promoting industry self-discipline and the establishment of a price supervision system [2][3] - High-tech manufacturing industries have shown significant growth, with a 9.3% increase in value added for large-scale high-tech manufacturing in July and August, outpacing the overall industrial growth rate [3] Group 3 - The macroeconomic policies are expected to continue to support steady economic growth in the third quarter, with ongoing efforts to enhance high-level openness and diversify trade [4]
反内卷治理显效 新能源汽车、光伏等出厂价趋稳
Zhong Guo Jing Ying Bao·2025-09-15 13:45