Core Viewpoint - The meeting emphasized the importance of large-scale equipment updates and the old-for-new consumption policy in stabilizing investment, expanding consumption, promoting transformation, and benefiting people's livelihoods [2][3]. Group 1: Large-scale Equipment Updates and Consumption Policies - The large-scale equipment update and old-for-new consumption policies have shown significant results in stabilizing investment and expanding consumption [2]. - There is a need for a thorough evaluation of the policy implementation, enhancing coordination, and improving the implementation mechanism to better stimulate domestic demand [2]. - Strict measures will be taken to combat fraudulent subsidy claims, ensuring that subsidy funds are effectively utilized [2]. Group 2: Development of the Sports Industry - The development of the sports industry and sports consumption is a crucial part of the strategy to expand domestic demand [3]. - There is a focus on increasing the supply of sports products, enriching sports events, and upgrading sports goods to support the growth of the sports industry [3]. - Efforts will be made to stimulate sports consumption demand and encourage local sports consumption activities to meet the upgrading needs of consumers [3]. Group 3: "Three Norths" Project - The "Three Norths" project is a significant national strategy related to ecological security and sustainable development [3]. - The project aims to enhance ecological protection and promote the integrated management of natural resources [3]. - There is an emphasis on establishing a long-term management mechanism and encouraging various stakeholders to contribute to the project's ongoing success [3]. Group 4: Marine Fishing Safety - The safety of marine fishing vessels is crucial for the interests of fishermen, shipowners, and crew members [4]. - The meeting highlighted the need to combine marine fishing safety inspections with the promotion of high-quality development in the fishing industry [4]. - There will be a focus on upgrading old fishing vessels and improving safety awareness among fishermen [4].

来源：新华社 李强主持召开国务院常务会议 听取实施大规模设备更新和消费品以旧换新政策情况汇报等 国务院总理李强8月22日主持召开国务院常务会议，听取实施大规模设备更新和消费品以 旧换新政策情况汇报，研究释放体育消费潜力进一步推进体育产业高质量发展的意见，审议通 过《"三北"工程总体规划》，部署开展海洋渔船安全生产专项整治工作。 会议指出，大规模设备更新和消费品以旧换新政策，在稳投资、扩消费、促转型、惠民生 等方面取得明显成效。要在对政策实施情况进行认真总结评估的基础上，加强统筹协调，完 善实施机制，更好发挥对扩大内需的推动作用。要严厉打击骗补套补行为，确保补贴资金用 到实处、见到实效。要进一步强化财税金融等政策支持，创新消费投资场景，优化消费投资 环境，综合施策释放内需潜力。 会议指出，发展体育产业和体育消费是落实扩大内需战略的重要内容。要增加体育产品供 给，丰富体育赛事活动，推动体育用品升级，强化产业要素支撑，提升服务保障水平，培育 体育产业增长点，加快构建现代体育产业体系。要激发体育消费需求，拓展体育消费场景， 鼓励各地举办体育消费活动，实施消费惠民举措，更好满足群众消费升级需求。要更加注重 调动市场力量 ...

Core Insights - The latest tax data from the National Taxation Administration indicates significant growth in various sectors due to the implementation of the "Two New" policy [1][2] Group 1: Equipment and Consumer Goods - Corporate procurement of machinery and equipment increased by 7.3% year-on-year from April 2024 to July 2025 [1][2] - Sales of daily household appliances rose by 44.5% year-on-year, while audiovisual equipment sales increased by 22.8% during the same period [1][2] Group 2: New Energy Vehicles - Sales of new energy vehicles experienced a remarkable growth of 81.7% year-on-year from April 2024 to July 2025 [1][2] Group 3: Policy Impact - The "Two New" policy has fostered a positive interaction characterized by "policy-driven demand release and industrial upgrading" over the past year [2]

Group 1 - The implementation of large-scale equipment updates and the trade-in policy for consumer goods has shown significant effects over the past year, aiding in industrial transformation and stimulating diverse consumer demand, thus promoting economic circulation [1][2] - From April 2024 to July 2025, the amount of machinery and equipment purchased by enterprises nationwide increased by 7.3% year-on-year, with notable growth in the information transmission software and technology service sectors at 27.8% and 28.3% respectively, highlighting the supportive role of equipment updates [1] - In the traditional and smart consumption sectors, retail sales have surged, with home appliances and audiovisual equipment sales increasing by 44.5% and 22.8% respectively, while furniture and sanitary ware retail sales rose by 30.1% and 13.6% [1] Group 2 - The sales revenue of the manufacturing industry increased by 5.8% year-on-year, driven by the significant growth in retail demand, which in turn has encouraged manufacturing enterprises to accelerate equipment upgrades [2] - The sales of service robots have seen a remarkable year-on-year growth of 51.1%, indicating a strong market response to the policies [1] - The new energy vehicle sales nationwide surged by 81.7% from April 2024 to July 2025, reflecting the positive impact of the trade-in policy on the automotive industry [1]

Group 1 - The "Two New" policies have shown positive effects in promoting transformation and upgrading, boosting consumer demand, and facilitating economic circulation over the past year [1] - From April 2024 to July 2025, the implementation of these policies is expected to directly drive retail demand growth, which in turn will positively impact the supply side [1] - Manufacturing sales revenue has increased by 5.8% year-on-year, indicating a stronger push for equipment upgrades among manufacturing enterprises [1]

Group 1 - The large-scale equipment renewal and trade-in policy has shown positive effects in promoting industrial transformation, boosting consumer demand, and facilitating economic circulation [1][2] - From April 2024 to July 2025, the procurement amount of machinery and equipment by enterprises nationwide increased by 7.3% year-on-year, with industrial enterprises seeing a 9.8% increase [1] - The procurement amount for information transmission software and technology service industries grew by 27.8% and 28.3% year-on-year, respectively, indicating a strong support for industrial transformation [1] Group 2 - The trade-in policy has stimulated diverse consumer demand, with retail sales of daily household appliances and audio-visual equipment increasing by 44.5% and 22.8% year-on-year, respectively [1] - Sales of furniture and sanitary ware also saw significant growth, with increases of 30.1% and 13.6% year-on-year [1] - The manufacturing sales revenue in the manufacturing sector increased by 5.8% year-on-year, indicating a smoother economic internal circulation [2]

Group 1 - The implementation of large-scale equipment renewal and the old-for-new consumption policy has shown continuous effectiveness in promoting industrial transformation, boosting consumer demand, and facilitating economic circulation [1] - From April 2024 to July 2025, the amount of machinery and equipment purchased by enterprises nationwide increased by 7.3% year-on-year, with industrial enterprises seeing a 9.8% increase [3] - The information transmission and software industry, along with the technology service industry, experienced nearly a 30% increase in equipment procurement, indicating that the large-scale equipment renewal policy is providing new momentum for industrial transformation [3] Group 2 - The old-for-new policy has significantly driven diverse consumer demand, with daily household appliance sales increasing by 44.5% year-on-year and furniture retail sales rising by 30.1% from April 2024 to July 2025 [6] - The demand for smart consumption has surged, with sales in the service robot manufacturing industry increasing by over 50% [6] - The policy has also benefited the automotive sector, with nationwide sales of new energy vehicles growing by 81.7% year-on-year, indicating a rapid growth trend [6] Group 3 - Since the implementation of the "two new" policies, retail demand has continued to grow, prompting manufacturing enterprises to accelerate equipment upgrades, creating a positive interaction from policy drive to demand release and then to industrial upgrading [10] - From April 2024 to July 2025, manufacturing sales revenue increased by 5.8% year-on-year, contributing to a smoother economic internal circulation [10]

Group 1 - The large-scale equipment renewal and old-for-new consumption policy has shown positive effects in promoting industrial transformation, boosting consumer demand, and facilitating economic circulation over the past year [1][2] - From April 2024 to July 2025, the procurement amount of machinery and equipment by enterprises nationwide increased by 7.3% year-on-year, with significant growth in the information transmission software and technology service sectors at 27.8% and 28.3% respectively [1] - Private enterprises also saw a 9.3% year-on-year increase in equipment procurement, indicating that the policy's benefits are effectively transforming into new momentum for industrial upgrades [1] Group 2 - The "old-for-new" policy has stimulated diverse consumer demand, with sales of daily household appliances and audio-visual equipment increasing by 44.5% and 22.8% year-on-year respectively from April 2024 to July 2025 [1] - The sales of new energy vehicles surged by 81.7% year-on-year, reflecting a strong growth trend in the market [1] - The implementation of the policy has created a virtuous cycle of "policy-driven—demand release—industrial upgrade," leading to a 5.8% year-on-year increase in manufacturing sales revenue, thus enhancing the internal economic circulation [2]

Core Insights - The implementation of large-scale equipment updates and the "trade-in" policy for consumer goods has shown positive effects in promoting transformation, boosting consumer demand, and facilitating economic circulation [1][2] - The "policy-driven - demand release - industrial upgrade" interaction has been established, leading to a significant increase in retail demand and manufacturing sales [2] Group 1: Equipment Procurement - From April 2024 to July 2025, the amount of machinery and equipment purchased by enterprises nationwide increased by 7.3% year-on-year, with industrial enterprises seeing a 9.8% increase [1] - The information transmission and software industry, as well as the technology service industry, experienced equipment procurement growth of 27.8% and 28.3% respectively [1] - Private enterprises' equipment procurement increased by 9.3%, highlighting the supportive role of equipment updates [1] Group 2: Consumer Goods Sales - Sales of daily household appliances and audiovisual equipment increased by 44.5% and 22.8% year-on-year, respectively, from April 2024 to July 2025 [1] - Retail sales of furniture and sanitary ware grew by 30.1% and 13.6% year-on-year [1] - The service robot manufacturing industry saw a remarkable sales increase of 51.1% [1] Group 3: Automotive Industry - The "trade-in" policy has significantly benefited the automotive sector, with nationwide sales of new energy vehicles increasing by 81.7% year-on-year from April 2024 to July 2025 [1] Group 4: Economic Impact - Manufacturing sales revenue increased by 5.8% year-on-year, indicating a smoother economic internal circulation [2] - The tax authority plans to enhance the "policy + service" dual-drive approach to sustain the effectiveness of the "two new" policies, contributing to high-quality economic development [2]

★ 蒋斌：8月11日，菲方多艘海警船、公务船非法侵闯中国黄岩岛领海，中国海警船依法采取跟监外逼、 拦阻管制等措施予以驱离。其间，菲海警船频繁采取高速冲闯、大角度转向穿越中方舰艏等危险动作， 制造海上复杂紧迫局面，严重侵犯中方主权和权益，严重危及中方舰艇人员安全，严重破坏南海和平稳 定。我们要求菲方立即停止侵权挑衅言行。中方将保留采取必要反制措施的权利，坚决捍卫国家领土主 权和海洋权益。 宏观动态 ★ 印度正在寻求以更便捷方式获取中国稀土？中方回应 2025年8月15日外交部发言人林剑答记者问。路透社记者：据了解，印度正在寻求以更便捷的方式获取 中国稀土，并可能在上海合作组织峰会期间的中印领导人会谈中讨论该问题。中方能否证实？ 林剑：具体问题请向中方主管部门询问。 中国海警船与军舰冲撞？国防部回应 8月15日下午，国防部新闻局副局长、国防部新闻发言人蒋斌大校就近期涉军问题发布消息。记者：据 外媒报道，中国海警船在南海黄岩岛附近水域追逐菲律宾巡逻船时，与中国海军军舰发生冲撞。菲武装 部队总司令声称，菲武装部队和海警队员已被指示在执行任务时遵循"交战规则"，根据规则菲方有权自 卫。请问发言人有何评论？ 央行：把促进 ...