【宏观经济】一周要闻回顾(2025年10月22日-10月28日)

Electricity Consumption - In September 2025, the total electricity consumption reached 888.6 billion kWh, representing a year-on-year growth of 4.5% [5] - For the first nine months of 2025, total electricity consumption accumulated to 7,767.5 billion kWh, with a year-on-year increase of 4.6% [5] - Breakdown of electricity consumption by industry in September: - Primary industry: 12.9 billion kWh, up 7.3% - Secondary industry: 570.5 billion kWh, up 5.7% - Tertiary industry: 176.5 billion kWh, up 6.3% - Urban and rural residents' electricity consumption: 128.7 billion kWh, down 2.6% [5] Foreign Investment - From January to September 2025, the number of newly established foreign-invested enterprises was 48,921, a year-on-year increase of 16.2% [7] - Actual foreign investment utilized amounted to 573.75 billion RMB, a year-on-year decrease of 10.4% [7] - In September, actual foreign investment utilization grew by 11.2% year-on-year [7] - Breakdown of foreign investment by industry: - Manufacturing: 150.09 billion RMB - Services: 410.93 billion RMB - High-tech industries: 170.84 billion RMB, with significant growth in e-commerce services (155.2%), aerospace manufacturing (38.7%), and medical equipment manufacturing (17%) [8] Industrial Profit - From January to September 2025, profits of large-scale industrial enterprises totaled 53,732 billion RMB, reflecting a year-on-year growth of 3.2% [11] - Profit breakdown by ownership: - State-owned enterprises: 17,021.8 billion RMB, down 0.3% - Shareholding enterprises: 39,923.5 billion RMB, up 2.8% - Foreign and Hong Kong, Macao, Taiwan enterprises: 13,509.7 billion RMB, up 4.9% - Private enterprises: 15,131.7 billion RMB, up 5.1% [11] - Key industries with profit growth include: - Electricity, heat production and supply: up 14.4% - Non-ferrous metal smelting and rolling: up 14.0% - Agricultural and sideline food processing: up 12.5% [12] Industrial Revenue and Costs - From January to September 2025, large-scale industrial enterprises achieved total operating revenue of 10.208 trillion RMB, a year-on-year increase of 2.4% [13] - Operating costs amounted to 8.734 trillion RMB, up 2.6% [13] - The operating profit margin was 5.26%, an increase of 0.04 percentage points year-on-year [13] - As of the end of September, total assets of large-scale industrial enterprises reached 186.27 trillion RMB, up 5.0% year-on-year [13]