两新政策

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“成绩单”出炉 1至4月机械工业生产及投资均稳定增长
news flash· 2025-05-23 22:58
Core Viewpoint - The Chinese machinery industry has shown stable growth in production and investment during the first four months of the year, with significant increases in various sectors [1] Production Growth - The value added in five major sectors of the machinery industry has maintained a growth trend year-on-year: - General equipment manufacturing increased by 9% - Specialized equipment manufacturing grew by 4% - Automobile manufacturing rose by 11.2% - Electrical machinery and equipment manufacturing increased by 12.7% - Instrumentation manufacturing grew by 9.2% [1] Investment Trends - Fixed asset investment in the machinery industry showed varied results: - General equipment manufacturing investment increased by 17.9% - Specialized equipment manufacturing investment grew by 8.4% - Automobile manufacturing investment surged by 23.6% - Electrical machinery and equipment investment decreased by 7.5% - Instrumentation manufacturing investment fell by 15.1% [1] Production of Key Products - The cumulative production of representative products in the machinery industry has shown strong growth: - Metal cutting machine tools reached a cumulative production of 260,000 units, up by 16.8% - Industrial robots reached a cumulative production of 221,000 sets, up by 34.1% [1] Policy Impact - The macro policy combination effect continues to release, maintaining rapid growth in production supply. The "Two New" policy and industrial upgrades are driving sustained growth in the equipment manufacturing sector. The effects of the consumer goods replacement policy are steadily expanding domestic demand [1]
“两新”政策加力扩围让消费者享更多实惠
Xiao Fei Ri Bao Wang· 2025-05-22 02:54
安徽推动实施消费品以旧换新"一站式"申领,补贴资格券在各平台上可以互享互用。同时,推广"龙头 企业+个体"等以大带小模式,扩大以旧换新活动城乡网点覆盖面。目前,全省参与商户1.2万余家、门 店2.3万个,其中县域商户占比约51%。 各地还深入实施大规模设备更新工程。河北印发老旧营运货车报废更新补贴实施方案根据报废车辆类 型、提前报废时间和新购置的车辆类型,每辆车最高可获得14万元的补贴。当前,河北正以新能源货车 大规模设备更新为抓手,加速交通运输领域的绿色化与智能化转型。 重庆迭代优化制造业技改专项贷政策,扩大贴息支持范围、降低贴息投资额门槛等,进一步加大金融政 策的支持力度。今年重庆计划新实施技改项目1500个以上,带动设备更新超1.5万台(套)。(欣文) 陕西西安日前发布了当地首款国补金融产品——"国补贷"。这款产品额度高、利率低,申请国补的商户 能简单、高效地获得高额度信贷资金,进一步减轻企业资金压力。今年,西安计划投入首批20亿元专项 额度,定向支持国补商户。 甘肃在移动端政务平台搭建全品类补贴专区,今年以来,以旧换新日均申报量达1万单,带动销售额日 均超9000万元。家电、手机等高频消费品类成为增长 ...
国开行:积极服务“两新”政策实施 助力设备更新提速
Ren Min Wang· 2025-05-22 02:22
Group 1 - Xiamen Huaxia International Power Development Co., Ltd. is advancing the construction of its 5th unit, a 660,000 kW ultra-supercritical reheat steam turbine generator, to replace aging coal-fired units 1 and 2, which will transition to emergency backup status [1] - The new unit is expected to reduce coal consumption by approximately 17%, saving about 139,000 tons of standard coal annually and decreasing carbon dioxide emissions by around 361,000 tons [1] - The project is supported by favorable financing conditions, significantly alleviating the financial burden of equipment upgrades for Huaxia Power [1] Group 2 - The China Development Bank (CDB) Xiamen Branch is actively utilizing the People's Bank of China's re-lending policy to provide preferential credit support for technology innovation and equipment upgrades, facilitating a smoother transition for enterprises [2] - Since the implementation of the large-scale equipment update policy in March 2022, CDB has issued over 50 billion yuan in special loans to support advanced equipment production and capacity construction [2] Group 3 - The CDB Tianjin Branch is supporting Sinopec's Tianjin Nangang 1.2 million tons/year ethylene project, which aims to achieve full localization of key equipment and enhance the production capacity of high-end new materials [3] - The project is expected to increase the ethylene production capacity at the Tianjin base to 2.5 million tons/year upon completion in November 2024, significantly benefiting the downstream industry [3] Group 4 - Nanjing Process Equipment Manufacturing Co., Ltd. is advancing the industrial application of high-end manufacturing equipment, focusing on upgrading rolling functional components essential for CNC machine tools [4] - The CDB Jiangsu Branch is providing financial support to enhance the intelligence and efficiency of production lines, with an expected capacity increase of over 100% [4] - CDB plans to continue strengthening financing support for technology upgrades and equipment renewal to promote high-end, intelligent, and green development in the industry [4]
国家发展改革委举行5月份新闻发布会
中汽协会数据· 2025-05-21 08:58
Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes the implementation of the Private Economy Promotion Law and outlines various measures to stabilize foreign investment, enhance economic growth, and optimize the business environment in response to complex external conditions [1][3]. Economic Performance - In the first four months of the year, China's total retail sales of consumer goods reached 16.2 trillion yuan, a year-on-year increase of 4.7%, indicating a stable growth in consumption and investment despite external pressures [3]. - The retail sales of home appliances, cultural and office supplies, furniture, and communication equipment saw significant year-on-year growth rates of 38.8%, 33.5%, 26.9%, and 19.9% respectively in April [28]. Two Major Construction Projects - The "Two Major" construction projects focus on critical areas such as technological self-reliance, urban-rural integration, regional coordinated development, and food security, aiming to address long-standing issues that require central government intervention [7][28]. Foreign Investment Stability - The NDRC is committed to creating a stable environment for foreign investment, emphasizing that policies to attract foreign capital remain unchanged despite global uncertainties [9]. Artificial Intelligence Integration - The NDRC highlights the role of artificial intelligence in transforming various industries, with examples showing significant improvements in production efficiency and cost reductions, such as a 30% increase in product quality and a 70% decrease in R&D costs [11]. Market Access Barrier Removal - The NDRC, in collaboration with other departments, has initiated actions to clear market access barriers, focusing on eliminating unreasonable regulations and practices that hinder market entry [18]. Business Environment Optimization - The NDRC reports improvements in the overall business environment, with over 90% of provincial administrative licensing matters now processed online, enhancing efficiency and accessibility for businesses [22]. Credit Reporting Policy - The NDRC has implemented a policy to replace the requirement for proof of no violations with a specialized credit report, streamlining administrative processes for businesses [23]. Low-altitude Economy Development - The NDRC is focused on the safe and healthy development of the low-altitude economy, emphasizing the importance of safety in expanding low-altitude tourism and related activities [28].
4月经济数据点评:边际放缓,韧性仍强
LIANCHU SECURITIES· 2025-05-21 06:41
生产:关税扰动下,工业生产边际放缓。4 月,工业增加值同比增速 6.1%,低于前值,高于万得一致预期,环比增速弱于季节性,指向关税政 策扰动下,企业倾向于审慎观望,生产意愿边际回落,造成工业生产边际 放缓。4 月,出口交货值同比增速 0.9%,较上月大幅下降。总体看,工 业生产整体依旧较强:4 月工业增加值累计增速 6.4%,高出 2024 年全年 增速 0.6 个百分点,与一季度增速基本持平。产品产量上看,主要工业品 产量增速分化。上游传统能源类产量增速降低。下游消费品中,智能手 机、微型计算机、移动通信手持机等产量增速下降至负增区间,或指向电 子产品受关税政策扰动出现减产倾向。但 4 月中旬,美国海关与边境保护 局宣布对智能手机、电脑、芯片等电子产品免除"对等关税",后续相关 电子产品产量或迎来修复。此外,新能源汽车、工业机器人、光伏电池等 代表新质生产力工业产品产量高增。 投资:固定资产投资增速略有回落,韧性依旧。基建方面,广义基建累计 增速 10.9%,略低于前置,整体依旧较强。但 4 月沥青开工率相对偏低, 主因化债背景下,按财务支出法统计时,基建投资与实物工作量情况存在 偏差。4 月,新增专项债累 ...
稳市场,因时因势动态调整政策(评论员观察) ——以高质量发展的确定性应对外部环境急剧变化的不确定性③
Ren Min Ri Bao· 2025-05-20 21:59
Group 1 - The core viewpoint emphasizes the importance of stabilizing the market as a foundation for economic growth, highlighting the need for targeted, precise, and effective policies to strengthen market stability [1][2][3] - The "old-for-new" policy is expanding, with the number of eligible home appliance categories increasing from 8 to 12 by 2025, and local initiatives in Shenyang further expanding the categories to 35, indicating a robust consumer market [1][2] - The "Two New" policies have led to significant investment growth, with equipment and tool purchases increasing by 18.2% year-on-year in the first four months of this year, and retail sales of consumer goods rising by 4.7% [2][3] Group 2 - The approach to market stability involves a gradual and methodical implementation of policies, ensuring that measures are adjusted dynamically based on current conditions [3][4] - The real estate sector is receiving focused support through coordinated financing mechanisms and lowered mortgage rates, with a notable increase in housing loans by over 750 billion yuan in the first quarter [4] - The overall market has ample space for growth, with expectations for more effective policies to enhance market vitality and stimulate demand [4]
国家发改委:将研究“两新”领域增量和储备政策
Shen Zhen Shang Bao· 2025-05-20 19:55
对于内卷式竞争,李超表示,整治内卷式竞争是大家都非常关注的一件事,当前中国经济正处于新旧动 能转换时期,新产业、新业态和新模式不断涌现。当前传统产业正在加快转型升级,这个过程中部分行 业出现结构性问题,突破了市场竞争边界和底线,扭曲了市场机制,扰乱了公平竞争秩序,必须加以整 治。"国家发改委针对内卷式竞争问题症结,因业施策、对症下药、标本兼治,化解重点产业结构性矛 盾,促进产业健康发展和升级。"李超说。 李超表示,今年以来,"两新"政策加力扩围、持续显效。在增强消费活力方面,截至5月5日,汽车、家 电、数码产品、家装厨卫、电动自行车等五大类产品带动销售额约8300亿元。在拉动投资增长方面,1- 4月,设备工器具购置投资同比增长18.2%,对全部投资增长的贡献率为64.5%。 "国家发改委力争在6月底前下达完毕今年全部的'两重'建设项目清单,高标准抓好组织实施。"李超表 示,国家发改委将会同财政部加快消费品以旧换新的资金下达工作,尽快做好2024年消费品换新资金清 算工作,下达后续资金额度。同时,提高资金使用效率,建立超长期特别国债资金直达快享机制,抓紧 推出加力实施设备更新贷款贴息政策,降低各类经营主体设备更 ...
国家发改委:截至5月5日消费者购买12类家电以旧换新产品超过5500万台
Cai Jing Wang· 2025-05-20 03:34
Core Viewpoint - The utilization of long-term special government bond funds is driving the implementation of the "Two New" policy, which is crucial for expanding consumption, stabilizing investment, promoting transformation, and improving people's livelihoods [1][2][3] Group 1: Consumption Enhancement - In April, retail sales of home appliances, cultural office supplies, furniture, and communication equipment increased by 38.8%, 33.5%, 26.9%, and 19.9% year-on-year respectively, with the renovation season and replacement subsidies contributing to a 9.7% growth in building and decoration materials retail sales [1] - The sales of five major product categories, including automobiles and home appliances, reached approximately 830 billion yuan [1] Group 2: Investment Growth - From January to April, investment in equipment and tools increased by 18.2% year-on-year, contributing 64.5% to overall investment growth [1] - Investment in sectors closely related to the "Two New" policy, such as computer and office equipment manufacturing, consumer goods manufacturing, and equipment manufacturing, saw increases of 28.9%, 13.4%, and 8.2% respectively [1] Group 3: Transformation and Upgrading - The demand for green, intelligent, and high-quality products is driving production efficiency improvements, with high-tech manufacturing and digital product manufacturing value-added increasing by 10.0% year-on-year in April [2] - Retail sales of new energy vehicles reached 905,000 units, growing by 33.9%, with a penetration rate of 51.5%, up 7 percentage points year-on-year [2] Group 4: Social Welfare Improvement - The trade-in program for consumer goods has effectively met residents' demand for high-quality living, with over 3 million applications for vehicle trade-in subsidies and more than 55 million units of 12 categories of home appliances traded in [2] Group 5: Future Actions - The National Development and Reform Commission plans to accelerate fund allocation and improve fund utilization efficiency, including implementing loan interest subsidies for equipment updates and simplifying subsidy application processes [3] - There will be a focus on policy reserves and timely evaluation of progress in the "Two New" areas to ensure effective implementation [3]
增量政策因时而进 民营企业大有可为
Zhong Guo Zheng Quan Bao· 2025-05-19 21:23
Group 1 - The "Private Economy Promotion Law" effective from May 20 aims to enhance the development of private enterprises by safeguarding their rights and encouraging investment and innovation [1][2] - The law is expected to create a stable and predictable macroeconomic environment, which is crucial for private enterprises to make informed decisions [2] - The government is encouraged to implement the law effectively and improve the expectations of private enterprises through supportive measures and supervision [2][3] Group 2 - The changing dynamics of US-China trade relations present both challenges and opportunities for China, which can leverage internal and external cycles to boost domestic demand [3][5] - Private enterprises are seen as key players in expanding overseas markets, particularly through digital platforms, and should be supported in their international endeavors [3][4] - The Chinese government is taking steps to enhance financial support for service consumption and the aging population, with a focus on promoting service consumption upgrades [4][6] Group 3 - The global economic uncertainty is rising, but China's commitment to stabilizing employment, enterprises, and market expectations is expected to inject certainty into the global economy [5][6] - China's ongoing reforms and development efforts are increasingly contributing to global economic growth and stability [6]
两新政策促经济回升,券商:后续有1400亿元以旧换新资金
Nan Fang Du Shi Bao· 2025-05-19 08:21
Group 1: Economic Growth and Consumption - The government emphasizes boosting consumption to effectively respond to external challenges and promote economic recovery, which also enhances people's livelihoods and development vitality [1] - In April, the total retail sales of consumer goods reached 37,174 billion yuan, showing a year-on-year growth of 5.1% and a month-on-month increase of 0.24% [3] - The industrial sector maintained rapid growth, with the added value of industrial enterprises above designated size increasing by 6.1% year-on-year in April, supported by the "two new" policies and industrial upgrades [4] Group 2: Consumer Trends and New Dynamics - The sales of consumer goods related to the "old for new" policy saw significant growth, contributing notably to the overall retail sales increase [5] - In April, retail sales of household appliances and audio-visual equipment, cultural and office supplies, furniture, and communication equipment grew by 38.8%, 33.5%, 26.9%, and 19.9% year-on-year, respectively, all exceeding the overall retail sales growth rate [5] - Online retail and instant retail are gaining popularity, with the online retail sales of physical goods increasing by 5.8% year-on-year from January to April, continuing to outpace overall retail sales growth [5] Group 3: Investment and Foreign Trade - Fixed asset investment grew by 4% year-on-year from January to April, with investment in equipment and tools rising by 18.2%, contributing 64.5% to total investment growth [5] - Despite external challenges, foreign trade maintained stable growth, with total imports and exports increasing by 2.4% year-on-year from January to April, and exports to Belt and Road countries growing by 3.9% [6] - The government plans to implement special actions to boost consumption, enhance residents' purchasing power, and improve the consumption environment to better unleash consumption potential [6] Group 4: Policy Support for Consumer Goods - CITIC Securities reported that over 1,600 billion yuan has been allocated for the second batch of the "old for new" policy, with an additional 1,400 billion yuan expected [7] - The policy is anticipated to continue driving demand recovery in small kitchen appliances, with certain products included in the subsidy range by 2025 [7]