Group 1 - The market is expected to experience a structural rally with a focus on technology growth sectors and certain cyclical industries, supported by favorable domestic policies and external factors [12][13][14] - The "Three New" economy's value added reached 242,908 billion yuan in 2024, growing by 6.7%, which is 2.5 percentage points higher than the GDP growth rate [10][12] - The central government's emphasis on enhancing the attractiveness and inclusivity of the domestic capital market provides a supportive backdrop for market performance [13][14] Group 2 - The market showed a significant increase in trading volume, indicating a faster pace of capital exchange, with over 3,800 stocks rising during the week [2][3] - Key sectors such as military industry, PEEK materials, and robotics saw notable gains, while the pharmaceutical sector faced adjustments [3][4] - The market is currently in a phase of adjustment, with a focus on individual stock performance rather than overall index movements [4][6] Group 3 - The upcoming market outlook suggests that liquidity and the theme of industrial upgrading will remain core drivers, despite short-term uncertainties related to tariffs [12][14] - The U.S. Federal Reserve's interest rate cut expectations have increased, which may lead to a stronger inflow of foreign capital into the Chinese market [13][14] - The strong trade data from China in July, including an expanded trade surplus and better-than-expected export growth, reflects the resilience of the Chinese economy [13]

Group 1: Economic Performance - In 2024, China's "three new" economy (new industries, new business formats, new models) contributed 242,908 billion yuan, growing by 6.7% year-on-year, surpassing GDP growth by 2.5 percentage points[13] - The share of the "three new" economy in GDP reached 18.01%, an increase of 0.43 percentage points from the previous year[13] - In the first seven months of 2025, private enterprises' import and export volume was 14.68 trillion yuan, up 7.4% year-on-year, accounting for 57.1% of total foreign trade, a rise of 2.1 percentage points[14] Group 2: Market Trends - As of August 7, 2025, the average market capitalization of the 269 companies listed on the North Exchange was 3.185 billion yuan, with a trading volume of 27.25 billion yuan, an increase of 1.782 billion yuan from the previous trading day[21] - On August 7, 2025, the North Exchange index remained unchanged, while the A-share index rose by 0.16%, and the ChiNext index fell by 0.68%[20] - The top three gainers on the North Exchange were BeiYikang, BenLang New Materials, and AweiTe, with increases of 17.75%, 15.59%, and 11.45% respectively[22] Group 3: Policy and Industry Developments - Seven departments, including the Ministry of Industry and Information Technology, issued guidelines to promote the brain-computer interface industry, aiming to cultivate leading enterprises and support innovation[15] - The 11th batch of national drug centralized procurement has been initiated, involving 55 varieties, with a focus on accurate reporting of demand by medical institutions[18] - Shanghai plans to launch a comprehensive renovation project for urban villages in 2026, aiming for high-quality urban development[19]

Group 1 - The "Three New" economy in China achieved a value-added of 242,908 billion yuan in 2024, growing by 6.7% year-on-year, which is 2.5 percentage points higher than the GDP growth rate [1] - The proportion of the "Three New" economy in GDP reached 18.01%, an increase of 0.43 percentage points from the previous year [1] - The continuous growth of the "Three New" economy is attributed to local efforts in developing new productive forces and enhancing the integration of technological and industrial innovation [1] Group 2 - The rapid development of online shopping has significantly boosted related industries, with the national online retail sales reaching 74,295 billion yuan in the first half of the year, a year-on-year increase of 8.5% [2] - The express delivery industry exemplifies this growth, with a total of 956.4 billion express deliveries completed in the first half of the year, marking a 19.3% increase [2] - The emergence of new industries, new business formats, and new business models has created numerous job opportunities, with job postings in fields like humanoid robots and new materials increasing by 398.1% and 72.1% respectively [2] Group 3 - The Central Political Bureau meeting emphasized the importance of technological innovation in leading the development of new productive forces and fostering internationally competitive emerging pillar industries [3] - The "Three New" economy is expected to continue evolving by exploring new pathways and enhancing new momentum, requiring collaboration among various stakeholders [3] - Strengthening the regulatory framework and optimizing the business environment are essential for the sustainable growth of the "Three New" economy [3]

Group 1 - In the first half of the year, domestic residents made 3.285 billion trips, representing a year-on-year increase of 20.6% [2] - The total box office for the summer movie season exceeded 6.3 billion yuan, with the film "Nanjing Photo Studio" leading the box office with over 1.1 billion yuan [3] - The "Three New" economy's added value for 2024 is projected to be 24.2908 trillion yuan, a 6.7% increase from the previous year, accounting for 18.01% of GDP [7] Group 2 - The "old for new" program has driven sales exceeding 1.7 trillion yuan this year [4] - The third batch of 690 billion yuan in special bonds to support consumer goods replacement has been fully allocated, with plans for a fourth batch in October [5] - The list of "two重" construction projects totaling 800 billion yuan has been completely allocated this year [6] Group 3 - In the first half of the year, the revenue of large-scale cultural and related industry enterprises reached 71.292 billion yuan, a year-on-year increase of 7.4% [10] - A total of 2.08 million low-income individuals were employed through central special investment projects, with labor remuneration reaching 22.3 billion yuan, marking increases of 32% and 34% respectively compared to the previous year [14]

Core Insights - The "Three New" economy in China achieved a value-added of 242,908 billion yuan in 2024, growing by 6.7% compared to the previous year, which is 2.5 percentage points higher than the GDP growth rate [1] - The share of the "Three New" economy in GDP reached 18.01%, an increase of 0.43 percentage points from the previous year [1] Group 1: Definition and Components - The "Three New" economy consists of new industries, new business formats, and new business models [2] - New industries are characterized by the application of new technologies and innovations, leading to the emergence of new economic activities [2] - New business formats arise from diverse consumer demands and technological innovations, creating new operational forms and service models [2] - New business models integrate various elements to achieve user value and sustainable profitability, often combining internet technology with traditional industries [2] Group 2: Growth Trends - The value-added of the "Three New" economy has been increasing annually since its first official release in 2018, surpassing 20 trillion yuan in 2022 [3] - The proportion of the "Three New" economy in GDP has also risen consistently, from 15.7% in 2017 to over 18% in 2024 [4] Group 3: Expert Analysis - The increasing share of the "Three New" economy indicates an accelerated optimization of the economic structure and improved supply-demand matching [5] - New industries provide additional growth points, while mature new business formats expand market opportunities for sustainable development [5] - The "Three New" economy serves as a testing ground for technological advancements, enhancing the alignment between technology development and practical needs [5] Group 4: Future Development Strategies - To ensure the sustainable development of the "Three New" economy, efforts should focus on establishing clear industry standards, optimizing business models, and promoting technological innovation [6] - Government should maintain fair competition and effective regulation, while the market should facilitate resource allocation [6] - Key areas for development include standard-setting, application scenario optimization, and accelerating the industrialization of technology [6]

央视网消息：2024年中国"三新"经济增加值占GDP的比重突破18%，助力经济发展，催生新就业岗位，展现出了强大的活力。 中国香港 文汇网：中国"三新"经济迅猛发展 "三新"经济是以新产业、新业态、新商业模式为核心内容的经济活动的集合。经核算，2024年中国"三新"经济增加值为242908亿元，比上 年增长6.7%，占GDP的比重为18.01%，占比逐年提高。"三新"经济催生了大量新就业岗位。中国日前发布第七批新职业与新工种，包括17个 新职业、42个新工种信息，其中人工智能、无人机及新消费领域的就业带动效应显著。 中国香港 中评网：工业经济运行"向稳向新向优" 面对更加严峻复杂的外部环境，中国的新型工业化加快推进，呈现出"向稳、向新、向优"的特点。产业创新平台建设持续推进，截至今年 6月底，中国已建成33家国家级制造业创新中心，241家中试平台纳入重点培育库。人工智能赋能作用持续加强，中国培育并开源人工智能大模 型，加快在电子、原材料、消费品等行业应用，形成了一批新模式新业态。接下来中国还将扎实推动科技创新和产业创新融合发展，加快实 施"人工智能+"行动，推动人形机器人、元宇宙、脑机接口等未来产业创新发展。 ...

Group 1: Economic Growth - The "Three New" economy's added value reached 242.908 billion yuan in 2024, with a year-on-year growth of 6.7%, accounting for 18.01% of GDP, an increase of 0.43 percentage points from the previous year [1] - The third industry's "Three New" economy showed the fastest growth rate, with a year-on-year increase of 7.7% [1] Group 2: Charging Infrastructure - In the first half of this year, the increase in China's charging infrastructure reached 3.282 million units, a year-on-year rise of 99.2% [3] - Domestic sales of new energy vehicles reached 5.878 million units in the first half of the year, indicating rapid growth in both charging infrastructure and new energy vehicles [3] Group 3: Infrastructure Development - The completion of the Yujing Grand Bridge marks the successful closure of a key project on the Hengqin Expressway, transitioning to the road paving phase [4] - The Hengqin Expressway, connecting Nanning and Qinzhou, spans 166 kilometers and is a main route in the Western Land-Sea New Corridor, facilitating rapid access to the sea for the eastern region of Guangxi [6] Group 4: Foreign Investment - In Yiwu, Zhejiang, the number of foreign-funded enterprises has surpassed 10,000, ranking first among county-level cities in China [7] - Investment sources cover over 160 countries and regions, with more than 80% from countries involved in the Belt and Road Initiative, spanning 14 industries including trade, catering, and business services [7] Group 5: Global Trade Tensions - In May, the global trade friction index decreased by 37.8% month-on-month, with a composite index of 105, indicating a high level of trade tensions [11] - Among 20 monitored countries and regions, the EU, India, and the US had the highest global trade friction indices, with the US having the most significant monetary impact from trade measures for 11 consecutive months [11]

新华社北京7月31日电（记者潘洁）国家统计局7月31日发布数据，经核算，2024年我国"三新"经济增加 值为242908亿元，比上年增长6.7%（按现价计算），比同期国内生产总值（GDP）现价增速高2.5个百 分点；占GDP的比重为18.01%，比上年提高0.43个百分点。 分三次产业看，"三新"经济中，第一产业增加值为9485亿元，比上年增长6.7%，占比为3.9%；第二产 业增加值为100459亿元，比上年增长5.5%，占比为41.4%；第三产业增加值为132964亿元，比上年增长 7.7%，占比为54.7%。 [ 责编：金昱希 ] "三新"经济是以新产业、新业态、新商业模式为核心内容的经济活动的集合。"三新"经济增加值衡量的 是一个国家（或地区）所有常住单位在一定时期内从事"三新"经济生产活动创造的增加值。 ...

Core Insights - The "Three New" economy in China achieved a value of 242,908 billion yuan in 2024, growing by 6.7% compared to the previous year, and outpacing the GDP growth rate by 2.5 percentage points [1] - The share of the "Three New" economy in GDP reached 18.01%, an increase of 0.43 percentage points from the previous year [1] Group 1: Definition and Components of "Three New" Economy - The "Three New" economy focuses on new industries, new business formats, and new business models [1] - New industries are characterized by the application of new technologies and the emergence of new economic activities driven by technological advancements [1] - New business formats arise from diverse consumer demands and are supported by technological innovation, leading to new operational activities [1] - New business models integrate various elements to create efficient and competitive operational frameworks, often leveraging the internet and technology [1] Group 2: Growth and Implications of "Three New" Economy - The continuous increase in the "Three New" economy's share of GDP indicates an accelerated optimization of the economic structure and improved supply-demand matching [2] - The development of new industries provides additional growth points for the economy, while new business formats expand market opportunities for sustainable development [2] - The "Three New" economy serves as a testing ground for technological advancements, enhancing the alignment between technology development and practical needs [2] Group 3: Future Development Strategies - To ensure the sustainable and healthy development of the "Three New" economy, a systematic approach is required, focusing on regulatory frameworks and fair competition [3] - Establishing clear industry standards is crucial for the sustainable development of the "Three New" economy, ensuring quality in products and services [4] - Continuous identification of application scenarios is necessary to optimize business formats and models, alongside promoting technological innovation and industrial upgrades [5]

Core Insights - The "Three New" economy in China achieved a value of 242,908 billion yuan in 2024, growing by 6.7% compared to the previous year, which is 2.5 percentage points higher than the GDP growth rate [1] - The share of the "Three New" economy in GDP reached 18.01%, an increase of 0.43 percentage points from the previous year [1] Group 1: Definition of "Three New" Economy - The "Three New" economy focuses on new industries, new business formats, and new business models [2] - New industries are characterized by the application of new technologies and the emergence of new economic activities [2] - New business formats arise from the diversification of product and service demands, leveraging technological innovation [2] - New business models integrate various elements to create efficient and competitive operational frameworks [2] Group 2: Growth Implications of "Three New" Economy - The increasing share of the "Three New" economy in GDP indicates a faster optimization of the economic structure and improved supply-demand matching [3] - The development of new industries provides additional growth points for the economy [3] - New business formats and models enhance market space and consumer choices, contributing to a richer supply of products and services [3] Group 3: Future Development Strategies - To ensure the sustainable development of the "Three New" economy, a systematic approach is required [4] - Key areas for focus include establishing clear industry standards, optimizing business formats, and promoting technological innovation [5] - Continuous efforts in technology innovation and the transformation of traditional industries are essential for the growth of the "Three New" economy [5]