【宏观经济】一周要闻回顾(2026年1月21日-1月27日)

Foreign Investment - In 2025, the actual use of foreign capital in China amounted to 747.69 billion RMB, a year-on-year decrease of 9.5% [8] - A total of 70,392 new foreign-invested enterprises were established, representing a year-on-year increase of 19.1% [8] - The manufacturing sector attracted 185.51 billion RMB, while the service sector attracted 545.12 billion RMB [8] - High-tech industries saw significant foreign investment growth, with e-commerce services up by 75%, medical instruments by 42.1%, and aerospace manufacturing by 22.9% [8] - Investment from Switzerland, UAE, and the UK increased by 66.8%, 27.3%, and 15.9% respectively [8] E-commerce Development - In 2025, China's e-commerce sector continued to lead globally, contributing to consumption and industrial transformation [10] - The online retail sales of physical goods grew by 5.2%, contributing 36.2% to the total retail sales of consumer goods [10] - Digital products like smartphones and smart robots saw online sales growth of 20.5% and 18% respectively [10] - Online service consumption increased by 22%, with significant growth in online ticketing for sports events (63.3%), tourism products (40.6%), and dining (23.7%) [10] Industrial Profit Growth - In 2025, profits of large-scale industrial enterprises totaled 7,398.2 billion RMB, a year-on-year increase of 0.6% [19] - State-owned enterprises saw a profit decline of 3.9%, while foreign and Hong Kong/Macau/Taiwan enterprises experienced a profit increase of 4.2% [19] - The mining sector's profits dropped by 26.2%, while manufacturing profits grew by 5% [19] - Notable profit increases were observed in black metal smelting (300%), non-ferrous metal smelting (22.6%), and computer/electronic equipment manufacturing (19.5%) [20] Electricity Market - The total electricity market transaction volume reached 6.6 trillion kWh in 2025, marking a year-on-year growth of 7.4% [14] - By December 2025, the transaction volume was 608 billion kWh, with a 6.6% increase from the previous year [15] - Intra-provincial transactions accounted for 46.41% of the total, while inter-provincial transactions grew by 11.3% [15] - Green electricity transactions increased by 32.3%, reaching 31.7 billion kWh [15]