Core Viewpoint - The mechanical industry in China is showing stable growth in the first half of 2025, with key economic indicators expected to maintain a positive trend in the second half despite facing challenges such as insufficient effective demand and price competition [1][3]. Group 1: Economic Performance - In the first half of 2025, the added value of large-scale enterprises in the mechanical industry increased by 9.0% year-on-year, and profits rose by 9.4% [1]. - The total operating revenue of large-scale mechanical enterprises reached 15.3 trillion yuan, a year-on-year increase of 7.8%, outperforming the national industrial growth by 5.3 percentage points [1]. - The total profit amounted to 791.21 billion yuan, with a growth rate of 9.4%, exceeding the national industrial average by 11.2 percentage points [1]. Group 2: Strategic Emerging Industries - Strategic emerging industries continue to drive the mechanical industry's development, with related sectors accounting for 82.8% of operating revenue and 82.6% of total profits [2]. - Key sectors such as new energy equipment, energy-saving and environmental protection equipment, and high-end equipment manufacturing have shown significantly higher growth rates compared to the overall mechanical industry [2]. Group 3: Market Demand and Trade - The domestic market demand has improved, contributing to a better production and sales situation in the mechanical industry, with automobile production and sales reaching 15.62 million and 15.65 million units, respectively, representing year-on-year growth of 12.5% and 11.4% [2]. - The total import and export value of the mechanical industry reached 597.6 billion USD, a year-on-year increase of 7.1%, with exports growing by 12.4% to 465.94 billion USD [2]. Group 4: Challenges and Policy Support - Despite the positive trends, 66% of surveyed enterprises reported insufficient orders, indicating a decline in order growth and an increase in short-term orders [3]. - The government is expected to implement policies aimed at stabilizing growth in the mechanical, automotive, and power equipment sectors, focusing on enhancing supply quality and optimizing the industry environment [3].
工信部即将印发机械、汽车、电力装备等行业稳增长工作方案
证券时报·2025-08-04 23:50