国家统计局工业司首席统计师孙晓解读10月份工业生产数据

Core Insights - The overall industrial production in China is stable with significant growth in various sectors, indicating a solid advancement towards high-quality development [1] Group 1: Industrial Production Overview - In the first ten months of the year, the industrial added value for large-scale industries increased by 6.1% year-on-year, surpassing the previous year's growth by 0.3 percentage points [1] - In October, the industrial added value grew by 4.9% year-on-year, with a month-on-month increase of 0.17% after seasonal adjustments [1] - Among the three major sectors, manufacturing increased by 4.9%, while mining and electricity, heat, gas, and water production and supply grew by 4.5% and 5.4%, respectively [1] - Out of 41 major industrial categories, 29 experienced year-on-year growth, resulting in a growth coverage of 70.7% [1] - Of the 623 major industrial products tracked, 313 saw an increase in production, representing a growth coverage of 50.2% [1] Group 2: Equipment Manufacturing Sector - The added value of large-scale equipment manufacturing increased by 8.0% year-on-year, accounting for 36.1% of the total industrial output, which is an increase of 1.5 percentage points compared to the entire year of 2024 [2] - All eight industries within equipment manufacturing reported growth, with the automotive and electronics sectors leading at growth rates of 16.8% and 8.9%, contributing 22.8% and 19.3% to the overall industrial growth, respectively [2] - The railway, shipbuilding, and aerospace sectors have maintained double-digit growth since December 2024, with a growth rate of 15.2% in October [2] - High-end equipment products are steadily developing, with production increases of 71.3% for railway locomotives, 21.4% for civil steel ships, and 16.9% for generator sets [2] Group 3: Emerging Industries and Digital Integration - The integration of the real economy and digital economy is deepening, with high-tech manufacturing and digital product manufacturing increasing by 7.2% and 6.7% year-on-year, respectively, both exceeding the overall industrial growth by 2.3 and 1.8 percentage points [3] - Specific sectors such as electronic materials, integrated circuits, and smart vehicle equipment saw substantial growth rates of 35.5%, 33.7%, and 28.4%, respectively [3] - The rapid development of "artificial intelligence+" has led to production increases of 34.0% for servers and 17.7% for integrated circuits; the robotics sector is also thriving, with production of robot reducers and industrial robots increasing by 4.6 times and 17.9%, respectively [3] Group 4: Traditional Industries - The petroleum processing industry saw an 8.1% year-on-year increase in added value, with the biofuel processing sector growing by 19.1%, contributing 1.9 percentage points more than the same period in 2024 [4] - The chemical fiber industry grew by 7.3%, with bio-based materials manufacturing increasing by 26.3%, contributing 13.3 percentage points more than the same period in 2024 [4] - Other traditional industries also showed positive growth, with chemical and coal industries increasing by 7.1% and 6.5%, respectively; non-ferrous and ferrous metal mining grew by 6.2% and 5.9% [4] - The long-term positive conditions and trends for China's industrial economy remain unchanged, although challenges such as insufficient effective demand and pressure on corporate profits persist [4]