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国常会双箭齐发:破消费限制、正新能源秩序
Huan Qiu Wang· 2025-07-17 02:10
【环球网财经综合报道】7月16日,国务院召开的常务会议为推动经济行稳致远打出"组合拳",聚焦提振消费和规范新能源汽车产业竞争秩序两大 关键领域。 做强国内大循环是推动经济持续向好的战略之举。会议强调,要找准关键着力点,深入实施提振消费专项行动。当前,系统清理制约居民消费的不 合理限制成为重中之重。汽车限购等不合理限制让居民"无法消费",严重阻碍了消费潜力的释放。国家信息中心经济预测部主任张宇贤此前就指 出,取消此类限制能短期内见效且受消费者欢迎。会议还提出优化消费品以旧换新政策,顺应居民消费需求增加多元化供给,扩大新质生产力、新 兴服务业等领域投资,把内需潜力充分释放出来。 消费市场整体虽呈现稳步回升态势,但也面临挑战。6月部分地区"国补"阶段性放缓,社会消费品零售总额不及预期,引发市场担忧。超六成受访 经济学家建议下半年增加"两新"总额度,九成呼吁将服务消费纳入政府补贴范围。服务消费是关键,其短板在于供给。中国人民银行已设立5000亿 元服务消费与养老再贷款,支持住宿餐饮、文旅体娱等服务领域加大高质量供给。教育、医疗、文化娱乐等领域的升级型需求有望成为消费增长新 引擎。 在新能源汽车产业方面,会议指出要切实 ...
苏州市充分发挥龙头企业引领作用提振产业发展
Xin Hua Ri Bao· 2025-05-26 21:51
Core Insights - Suzhou's service industry has shown a positive start in 2023, with a service value added of 3,450 billion yuan, reflecting a year-on-year growth of 5.4% [1] - The city's service sector is supported by strong policy measures aimed at stimulating growth and enhancing market vitality [3] Economic Performance - The revenue of large-scale service enterprises in Suzhou reached 1,031.8 billion yuan from January to February, marking an 11.6% year-on-year increase, which is 3 percentage points higher than the previous year's growth rate [2] - Key sectors such as leasing and business services, which account for 31.3% of the total revenue, saw a revenue increase of 16.8%, contributing 5 percentage points to the overall growth [2] - The service industry’s business climate index for the first quarter was 124.2, indicating a sustained recovery and remaining in the "relatively prosperous" range for nine consecutive quarters [2] Policy Support - A series of targeted policies have been implemented to support the service industry, including the "Action Plan for Attracting Strong Service Enterprises" which outlines eleven specific measures to enhance resource allocation and support for service enterprises [3] - New policies aimed at promoting high-quality development in emerging service industries have been introduced, including the "Guiding Opinions on Promoting High-Quality Development of Emerging Service Industries" [3] Key Industry Growth - Major sectors such as transportation, warehousing, and postal services, as well as information transmission and software services, reported significant growth, with increases of 8.5%, 8.5%, and 10.2% respectively [4] - The logistics sector demonstrated strong performance, with road freight turnover increasing by 9.7% and waterway freight turnover rising by 42.0% [4] - The financial sector also showed stability, with a year-on-year increase of 0.6% in deposits and 8.4% in loans by the end of March [4] Consumer Market Trends - The retail sales of consumer goods in Suzhou reached 2,306.1 billion yuan in the first quarter, reflecting a year-on-year growth of 2.9% [6] - Key consumer categories such as food, clothing, and daily necessities saw substantial growth, with increases of 14.5%, 16.0%, and 20.8% respectively [6] - The automotive sector experienced a boost due to policy incentives, with a 16.2% increase in car sales in March, and a notable 44.3% growth in new energy vehicle sales [6] Emerging Service Sector - The emerging service sector has been growing rapidly, with strategic new service industries reporting a 14.3% increase in revenue from January to February, outpacing the overall service sector growth [7] - The digital economy is becoming a new growth engine, with information transmission and software services increasing by 8.5%, surpassing the regional GDP growth rate [7] - The first quarter saw significant revenue growth in internet and cloud computing services, as well as artificial intelligence services, with increases of 21.2% and 138.7% respectively [7]
3月中观景气度分布特征分析
GF SECURITIES· 2025-04-01 13:43
Manufacturing Sector - The manufacturing PMI in March increased by 0.3 points to 50.5, marking two consecutive months of improvement[3] - The number of industries in the expansion zone rose from 7 to 8, with the non-ferrous industry entering the contraction zone[3] - The computer communication and electronics sectors saw a significant recovery, with PMI values rising above 50[3] Industry Performance - In March, the computer communication electronics sector's PMI surged by 12.8 points, reaching a new high since June 2017[5] - The chemical, textile, and apparel sectors showed leading performance, while raw materials and agricultural products remained weak due to commodity price adjustments[3][5] - The pharmaceutical sector's new orders and export orders showed strong growth, with increases of 6.4% and 14.4% respectively[4] Emerging Industries - The "AI+" trend significantly boosted the performance of new generation information technology, with a PMI increase of 27.1 points[6] - High-end equipment manufacturing and new materials also saw substantial increases of 16.4 points and 9.0 points respectively[6] - The new energy vehicle sector's PMI rose by 8.1 points, reflecting the impact of supportive policies[6] Construction and Real Estate - The construction PMI rose by 0.7 points to 53.4, with residential construction showing a notable increase of 11.8 points[10] - Real estate activity indicators, including new orders and expectations, also improved, indicating a recovery in the sector[10] - The construction sector's performance remains below the levels seen at the end of 2024, particularly in residential and civil engineering[8] Service Sector - The service sector PMI increased by 0.3 points to 50.3, driven by improvements in productive services[10] - Water transportation and telecommunications sectors reported PMIs above 60, while the restaurant and ecological sectors experienced declines[11] - Financial services remained strong, supported by increased credit to private and small enterprises[10]