Group 1 - The overall economic performance of the Sichuan-Chongqing region has shown steady growth in 2023, with Sichuan's GDP reaching 60,132.9 billion yuan, a year-on-year increase of 6.0%, and Chongqing's GDP at 30,145.79 billion yuan, growing by 6.1% [12][13] - The industrial sector in the Sichuan-Chongqing region has been recovering steadily, with Sichuan's industrial added value increasing by 5.3% and Chongqing's by 6.6% in 2023 [12][13] - The consumer market in the Sichuan-Chongqing region has gradually warmed up, with retail sales in Sichuan reaching 23,736.0 billion yuan, a year-on-year increase of 9.4%, and Chongqing's retail sales at 15,130.3 billion yuan, growing by 8.6% [17][18] Group 2 - The report suggests focusing on the new energy and digital economy sectors, with the new energy industry expected to maintain high growth under carbon neutrality initiatives [4][27] - The digital economy sector is anticipated to benefit from AI technology breakthroughs, with digital infrastructure investment expected to remain robust [5][68] - The Sichuan-Chongqing region's new energy vehicle industry is entering a rapid development phase, with significant growth in production and sales [48][49] Group 3 - The fixed asset investment in the Sichuan-Chongqing region is expected to maintain good growth, with Sichuan's investment increasing by 5.1% and Chongqing's by 4.5% in early 2024 [57][58] - The report highlights the importance of emerging markets in supporting the region's foreign trade stability, with significant growth in exports to Africa and Central Asia [20][36] - The Sichuan-Chongqing region's clean energy system construction is progressing, benefiting multiple industries, with a focus on hydropower, wind, and solar energy [65][67][80]
川渝地区2024年一季度总结与二季度展望:1-2月川渝区域经济实现较快复苏
Chuancai Securities·2024-04-10 16:00