Group 1 - China's economy is expected to maintain steady growth in 2025, successfully achieving annual targets, with strong momentum continuing into 2026 driven by new consumption, enhanced production capabilities, and a solid export position in global supply chains [1] Group 2 - New consumption is set to expand and improve, with policies aimed at boosting domestic demand, including increased quotas for trade-in programs and an expanded range of supported products, leading to over 2.5 trillion yuan in sales benefiting more than 360 million people in 2025 [2] - The shift in consumer trends towards value-for-money and emotional value is notable, with experiential consumption in areas like culture, travel, and fitness driving growth [2] - AI is enhancing both online and offline retail experiences, with innovations like instant retail and smart shopping becoming more prevalent, expected to lead to deeper integration and quality improvements in consumption by 2026 [3] Group 3 - Core technology breakthroughs are reshaping industrial advantages, with advancements in AI, semiconductors, and commercial aerospace expected to drive high-quality upgrades in various sectors [4] - The renewable energy sector is projected to expand significantly, with an expected addition of over 20 million kilowatts of wind and solar power capacity by 2026, contributing to energy structure optimization and carbon peak goals [4] - The digital transformation of manufacturing is advancing, with a penetration rate of 68% in 2025, leading to efficiency improvements of over 25% in key industries [4] Group 4 - Export resilience is anticipated, with a focus on diversifying markets and consolidating China's leading position in global supply chains [6] - The reduction of tariff uncertainties is expected to stabilize trade with the U.S., while high-value, green products are becoming key growth drivers, with electric vehicle exports reaching 3.01 million units in 2025, a 62% increase [7] - China's trade with Belt and Road Initiative countries accounted for over 50% of exports in 2025, indicating a strong foundation for non-U.S. trade [7] - Continued high-level openness and trade innovation are expected to strengthen global supply chain positions, with rapid growth in cross-border e-commerce and digital technologies reducing trade costs [8]
2026年我国经济高质量发展三大看点
Guo Ji Jin Rong Bao·2026-01-01 00:31