“两新”政策加力扩围促前三季度设备更新加快推进 多领域“增长”势头强劲

Group 1 - The core viewpoint is that the equipment renewal among enterprises is accelerating, driven by large-scale equipment updates and the implementation of the old-for-new policy for consumer goods [1] - In the first three quarters of this year, the amount spent by industrial enterprises on machinery and equipment increased by 9.4% year-on-year, with high-tech manufacturing showing a robust growth of 14% [1] - The electricity, heat, gas, and water production and supply industry also saw a 10.5% year-on-year increase in machinery and equipment purchases [1] Group 2 - The information and technology sectors are significantly increasing their investment in equipment renewal, with the information transmission, software, and IT services industry seeing a 26.8% year-on-year increase, and scientific research and technical services up by 32.5% [3] - This reflects a heightened investment in new productive forces within these sectors [3] Group 3 - Private enterprises are playing a more prominent role in equipment renewal, with their machinery and equipment purchases rising by 13% year-on-year, surpassing state-owned and foreign enterprises [5] - Innovative sectors within the private economy are maintaining strong momentum, with internet and intelligent unmanned aerial vehicle sectors experiencing year-on-year increases of 32.8% and 70.5%, respectively [5] Group 4 - There is a strong momentum for digital equipment renewal among enterprises, with a year-on-year increase of 18.6% in digital equipment purchases, indicating that digital transformation is becoming a key development direction [6] - High-end manufacturing sectors are accelerating their digital investments to enhance competitiveness, with shipbuilding and computer industries seeing year-on-year increases of 17.3% and 22.7%, respectively [6]