赵辰昕表示，消费领域，我国汽车保有量3.53亿辆，冰箱、洗衣机、空调等主要品类家电保有量超过30亿台，按照正常周期更新换代，每 年能创造数万亿元的需求；投资领域，我国全社会设备存量资产净值约40万亿元，随着高质量发展深入推进，每年的设备更新换代投资需求将 超过5万亿元。据机构测算，2024年中国人工智能产业规模突破7000亿元，已连续多年保持20%以上的增长率，未来投资空间还会不断扩大和 拓展。我国正在深入实施新型城镇化战略，城镇化率每提高一个百分点，能够拉动万亿元规模的投资需求。以城市地下管网建设改造为例，初 步统计未来5年需更新改造燃气、排水等各类管道约60万公里，能够创造约4万亿元的投资需求。可以说，中国扩大内需有非常现实和巨大的潜 力空间。 国家发展改革委：多项举措更好发挥内需主动力作用 央视网消息：4月28日，国务院新闻办公室举行新闻发布会，国家发展改革委副主任赵辰昕表示，作为世界第二大经济体和拥有14亿多人 口的大国，我国扩大内需有巨大的潜力空间。 商务部：鼓励相关地区优化汽车限购限行措施 在28日的新闻发布会上，商务部副部长盛秋平表示，在开展汽车以旧换新、满足换新消费需求的基础上，今年商务部一项 ...

杉锂离子负极材料项目。（资料图） 转自：草原云 记者4月27日从包头市发展改革委获悉，一季度，该市GDP完成1091.3亿元，增长7.1%，增速连续4个季 度蝉联全区第一，高于全国1.7个百分点。 今年以来，包头市坚持贯穿"一条主线"，办好"两件大事"，全力以赴稳增长、促发展，经济运行开局良 好， 内蒙古杉 包头市深入实施助企行动，全力推进"三在两找"，持续深化"党建引领、助企纾困"专项行动，用情用力 稳定工业经济。一季度，全市新增规上工业企业88户，规上工业增加值增长13%，连续55个月实现两位 数增长。该市始终坚持培育和壮大新质生产力，今年继续以市委"一号文件"部署创新驱动和战新产业发 展工作，以科技创新引领现代化产业体系建设，做实科技"硬家底"。一季度。全市战新产业增加值增长 15.7%，占规上工业增加值比重24.9%，较去年同期提高4.8个百分点。 北方稀土绿色冶 下一步，包头市将紧盯目标任务加倍努力，聚焦短板问题攻坚发力，持续巩固经济回升向好势头，推动 经济运行实现季季红、全年红。 内蒙古日报·草原云记者：格日勒图 新闻编辑：郭娜 内蒙古明 阳龙源电力电子有限公司储能生产基地项目。（资料图） 炼升级 ...

在扩大投资方面，将工业软件等更新升级纳入"两新"政策支持范围，加快消费基础设施、社会领域投 资，制定实施充电设施"倍增"行动，支持城区常住人口300万以上的城市特别是超大特大城市建设停车 位。力争6月底前下达2025年"两重"建设和中央预算内投资全部项目清单，同时设立新型政策性金融工 具，解决项目建设资本金不足问题。 在畅通循环方面，加快建设全国统一大市场，开展为期半年左右的市场准入壁垒清理整治行动，加快出 台民营经济促进法，帮助外贸企业拓内销；同时，加快科技创新和产业创新深度融合，设立国家创业投 资引导基金，推进人工智能与60个重点行业方向、700个基础场景深度融合。 作为全球第二大经济体和拥有14亿多人口的大国，我国扩大内需有巨大的潜力和空间，而且都是非常现 实的需求。赵辰昕表示，消费领域，我国汽车保有量3.53亿辆，冰箱、洗衣机、空调等主要品类家电保 有量超过30亿台，按照正常周期更新换代，每年能创造数万亿元的需求。投资领域，我国全社会设备存 量资产净值约40万亿元，随着高质量发展深入推进，每年的设备更新换代投资需求将超过5万亿元。据 机构测算，2024年中国人工智能产业规模突破7000亿元，已连续多年 ...

Group 1: Economic Policies and Measures - The Chinese government will implement several measures to stabilize employment and the economy, focusing on high-quality development [1][5] - The National Development and Reform Commission (NDRC) aims to establish a childcare subsidy system and create special re-lending tools to support service consumption and the elderly care industry [1][6] - The government plans to issue additional car purchase quotas for key groups such as families with long-term lottery registrations and those without cars [1][6] Group 2: Employment and Job Creation - In the first quarter, 3.08 million new urban jobs were created nationwide [2] - Policies will be accelerated to support enterprises in expanding job positions [2][6] Group 3: Consumer and Investment Support - The implementation of the old-for-new consumption policy is expected to boost consumption by over 720 billion yuan [2] - The government will allocate approximately 1.4 trillion yuan in funds for consumption upgrades in the near future [1][11] Group 4: Financial and Monetary Policy - The People's Bank of China (PBOC) reported a 7% year-on-year growth in M2 money supply, with social financing stock increasing by 8.4% [13][14] - The PBOC will maintain a prudent monetary policy and may adjust interest rates and reserve requirements as needed [13][15] Group 5: Domestic Demand and Market Potential - The potential for expanding domestic demand is significant, with the automotive market alone having a potential demand of several trillion yuan due to the current vehicle ownership of 353 million [10][11] - The government emphasizes the importance of increasing income for low- and middle-income groups to stimulate consumption and effective investment [11][12]

【导读】四部门发声，介绍稳就业稳经济推动高质量发展政策措施有关情况 4月28日上午，国务院新闻办公室举行发布会，国家发展改革委副主任赵辰昕、人力资源社会保障部副部长俞家栋、商务部 副部长盛秋平、中国人民银行副行长邹澜出席发布会，介绍稳就业稳经济推动高质量发展政策措施有关情况，并答记者 问。 国家发改委： 将出台稳就业稳经济推动高质量发展的若干举措 国家发展改革委副主任赵辰昕表示，4月18日，国务院常务会议已对稳就业稳经济推动高质量发展的若干举措进行了研究。 具体包括五方面内容： 在支持就业方面，主要包括鼓励企业积极稳定就业、加大职业技能培训力度、扩大以工代赈等支持、加强就业公共服务等 几项具体举措。 在稳定外贸发展方面，主要包括一业一策、一企一策加大支持力度，帮助出口企业规避风险，扩大服务产品"出海"，鼓励 外资企业境内再投资等几项具体举措。 在促进消费方面，主要包括扩大服务消费，强化失能老年人照护，推动汽车消费扩容，构建技能导向的薪酬分配制度等几 项具体举措。 在积极扩大有效投资方面，主要包括完善消费基础设施、大力提振民间投资积极性、设立新型政策性金融工具等几项具体 举措。 赵辰昕表示，一季度，中国经济交出 ...

Economic Growth - The GDP of Hunan Province reached 12,702.40 billion yuan in Q1, with a year-on-year growth of 5.4% [1] - The primary industry added value was 652.71 billion yuan, growing by 3.3%, while the secondary industry grew by 6.2% to 4,406.54 billion yuan, and the tertiary industry increased by 5.1% to 7,643.14 billion yuan [1] Industrial Development - The agricultural sector showed significant recovery, with a 3.6% increase in the agricultural, forestry, animal husbandry, and fishery sector, and notable growth in vegetable and aquatic product output [1] - Industrial production accelerated, with a 7.8% increase in industrial added value, driven by a 12.8% growth in equipment manufacturing [1] Consumer Demand - The total retail sales of consumer goods reached 5,135.95 billion yuan, growing by 5.6% year-on-year, with basic living consumption accelerating [2] - The investment in fixed assets grew by 4.8%, with industrial investment increasing by 12.9%, particularly in equipment manufacturing [2] Emerging Industries - High-tech industry investment rose by 11.1%, with high-tech service industry investment growing by 16.6% [3] - The production of new products surged, with sensor product output increasing by 43.7% and new energy vehicles by 117.9% [3] Investment Environment - Private investment grew by 8.2%, reflecting a more favorable investment environment for private enterprises [4] - Financial vitality improved, with a 7.4% increase in deposits and a 7.3% increase in loans by the end of March [4] Employment and Income - The employment situation remained stable, with 204,400 new urban jobs created in Q1, achieving 29.2% of the annual target [5] - The per capita disposable income of residents grew by 5.6%, with urban and rural incomes increasing by 4.9% and 5.9%, respectively [6]

智通财经APP获悉，4月28日，国务院新闻办公室于上午举行新闻发布会，国家发展改革委副主任赵辰 昕、人力资源社会保障部副部长俞家栋、商务部副部长盛秋平、中国人民银行副行长邹澜介绍稳就业稳 经济推动高质量发展政策措施有关情况，并答记者问。国家发展改革委副主任赵辰昕表示，我国将出台 实施稳就业稳经济推动高质量发展的若干举措，包括五方面内容。分别涉及就业、外贸发展、促进消 费、扩大有效投资以及营造稳定发展的良好环境。 具体来看，在支持就业方面，主要包括鼓励企业积极稳定就业、加大职业技能培训力度、扩大以工代赈 等支持、加强就业公共服务等举措; 在稳定外贸发展方面，主要包括一业一策、一企一策加大支持力度，帮助出口企业规避风险，扩大服务 产品"出海"，鼓励外资企业境内再投资等举措; 在促进消费方面，主要包括扩大服务消费，强化失能老年人照护，推动汽车消费扩容，构建技能导向的 薪酬分配制度等举措; 在积极扩大有效投资方面，主要包括完善消费基础设施、大力提振民间投资积极性、设立新型政策性金 融工具等举措; 在营造稳定发展的良好环境方面，主要包括持续稳定和活跃资本市场、持续巩固房地产市场稳定态势、 加大对实体经济的金融支持等举措 ...

Core Viewpoint - The implementation of several measures will provide strong support for the economy, promoting stable and healthy development while maintaining social stability [2] Group 1: Economic Policies - The Chinese government will accelerate the implementation of more proactive macro policies in response to increasing external shocks [2] - Key measures include supporting employment, stabilizing foreign trade, promoting consumption, expanding effective investment, and creating a stable development environment [2] - These measures are designed to enhance the sense of gain for enterprises and the public, with a focus on practicality and operability [2] Group 2: Domestic Demand Expansion - A significant focus is on boosting consumption and expanding domestic demand to counter the complex international environment [4] - Specific strategies include increasing the income of middle and low-income groups, promoting consumption, and expanding effective investment [4] - The government has allocated over 160 billion yuan for the second batch of consumption subsidies, with additional funds planned for various consumer sectors [4] Group 3: Employment Support - The employment situation remains stable, with 3.08 million new urban jobs created in the first quarter, an increase of 50,000 year-on-year [6] - The unemployment rate averaged 5.3% in the first quarter, below the expected control target [6] - Policies are being implemented to support job creation, particularly for vulnerable groups affected by external shocks [6] Group 4: Foreign Trade Support - Measures will be introduced to help foreign trade enterprises cope with external risks, including accelerating the integration of domestic and foreign trade [7] - The 137th Canton Fair saw participation from 224,000 overseas buyers, indicating strong international interest [7] - The government will enhance public information services for foreign trade enterprises, providing insights into international business environments and market conditions [7]

每日晨报 智: H J 2025年4月28日 中国一季度规模以上工业企业利润由降转增, 同比增长 0.8% www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 ● 宏观:加紧加快,加大加力--4 月政治局会议解读。4 月政治局会议在一季 度经济开门红和"外部冲击影响加大"的背景下召开,我们认为会议给出以下 三大重要信号:第一,对于经济形势有准确判断,将美国大肆加征关税等一系 列行为定义成"国际经贸斗争",要做好中长期战略筹划,保持国内储备政策 的弹性,"攻守兼备"不轻易亮出全部底牌;第二,强化底线思维,着力稳就 业、稳企业、稳市场、稳预期，其中稳就业为四稳之首,超常规逆周期政策的 出台和实施将以就业目标为主要出发点;第三,加紧加快既定政策的落实落地, 如加快政府债券发行使用,为下半年政策加码腾出空间;加大加力重点领域的 政策实施力度,重点是科技、消费和外贸三个方向,并据形势变化及时推出增 量储备政策。 宏观:利润转正可持续吗?——2025年1-3 月工业企业利润分析。展望未来, ● 一季度工业企业利润全面回升取得良好开门红,强有力的政策效果为全年经济 ...

Group 1 - The core focus of the recent Central Political Bureau meeting is to enhance the income of low- and middle-income groups and to significantly develop service consumption to boost economic growth [1][2] - The issuance of special long-term government bonds, including 500 billion yuan for 20-year bonds and 710 billion yuan for 30-year bonds, aims to support consumption and stimulate domestic demand [1][2] - The total social financing scale increased by 15.18 trillion yuan in the first quarter of 2025, which is 2.37 trillion yuan more than the same period last year, indicating a strong financial support for consumption [2] Group 2 - Expanding service consumption is viewed as a systematic project that requires a multi-faceted approach, including demand expansion, supply optimization, and environmental improvement [3] - Policies need to be coordinated across various sectors, including fiscal, financial, and industrial policies, to effectively stimulate consumption [3] - Financial institutions are encouraged to develop tailored financial products to meet the diverse needs of consumers, particularly in new consumption scenarios such as digital and green consumption [6]