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“十五五”启幕,蓝图绘新篇——7月中央政治局会议学习理解(申万宏观·赵伟团队)
申万宏源宏观· 2025-07-30 16:04
Core Viewpoint - The article discusses the outcomes of the July 30 meeting of the Central Political Bureau, emphasizing the need for policy continuity and stability while enhancing flexibility and foresight in response to economic challenges [2][3]. Economic Performance - The meeting acknowledged the strong performance of the economy in the first half of the year, with a GDP growth rate of 5.3%, exceeding the annual target [2][3]. - The meeting highlighted the importance of maintaining awareness of potential risks and challenges, despite the positive economic indicators [2]. Policy Direction - The meeting stressed the need to maintain policy continuity and stability while enhancing flexibility and foresight, indicating that new policies may be quickly implemented in response to economic fluctuations [3][4]. - There is a focus on promoting domestic demand and the dual circulation strategy, with an emphasis on stabilizing internal demand after a period of "grabbing exports" [3]. Macro Policy Adjustments - The meeting called for sustained macroeconomic policy efforts and timely adjustments, particularly supporting major economic provinces to drive national growth [4]. - Fiscal policies will continue to prioritize the acceleration of government bond issuance and the effective use of funds, with a noted progress of 50.6% in new special bond issuance as of July 13 [4]. - The monetary policy will focus on reducing the overall financing costs for society, with an emphasis on structural monetary policy tools [4][6]. Focus on Key Areas - The meeting highlighted the importance of fostering service consumption and enhancing industrial competitiveness, with a strong emphasis on "high-quality" investments [5][7]. - There is a commitment to improving consumer demand through policies that enhance living standards and expand consumption, particularly in the service sector [6]. - The meeting reiterated the need to prevent the emergence of hidden debts while promoting high-quality urban renewal and infrastructure projects [7]. Conclusion - The overall message from the meeting indicates a proactive approach to economic management, with a focus on sustaining growth through strategic policy implementation and addressing potential risks in the economic landscape [2][4][5].
商务部副部长:愿进一步扩大瑞典优质商品进口
Xin Jing Bao· 2025-07-30 15:25
编辑 陈艳婷 据央视新闻消息,7月30日,商务部国际贸易谈判代表兼副部长李成钢在斯德哥尔摩会见瑞典对外援助 与外贸大臣杜萨,双方就中瑞、中欧经贸关系等议题进行交流。 杜萨表示,瑞典支持多边主义和自由贸易,视中国为重要经贸伙伴,鼓励瑞中双方企业进一步深化绿色 转型、创新研发等领域合作,支持欧盟与中国通过协商解决经贸摩擦,推动欧中、瑞中经贸关系迈上新 台阶。 李成钢表示,瑞典是首个与新中国建交的西方国家,也是首个与中国签订双边投资保护协定的国家。今 年是两国建交75周年,中方愿与瑞方一道,推动中瑞经贸合作翻开新的篇章。中国对外开放的大门只会 越开越大,愿进一步扩大瑞典优质商品进口,欢迎瑞典担任今年进博会主宾国,也欢迎瑞典企业继续投 资中国、深耕中国,希望瑞方为中国企业提供开放、公平、非歧视的营商环境。同时,希望瑞方在欧盟 内发挥积极作用,推动欧方与中方共同落实好中欧领导人会晤达成的共识,坚定维护以世贸组织为核心 的多边贸易体制,并妥善解决经贸摩擦。 ...
李成钢国际贸易谈判代表兼副部长会见瑞典对外援助与外贸大臣杜萨
Shang Wu Bu Wang Zhan· 2025-07-30 14:13
李成钢表示,瑞典是首个与新中国建交的西方国家,也是首个与中国签订双边投资保护协定的国家。今 年是两国建交75周年,中方愿与瑞方一道,推动中瑞经贸合作翻开新的篇章。中国对外开放的大门只会 越开越大,愿进一步扩大瑞典优质商品进口,欢迎瑞典担任今年进博会主宾国,也欢迎瑞典企业继续投 资中国、深耕中国,希望瑞方为中国企业提供开放、公平、非歧视的营商环境。同时,希望瑞方在欧盟 内发挥积极作用,推动欧方与中方共同落实好中欧领导人会晤达成的共识,坚定维护以世贸组织为核心 的多边贸易体制,并妥善解决经贸摩擦。 杜萨表示,瑞典支持多边主义和自由贸易,视中国为重要经贸伙伴,鼓励瑞中双方企业进一步深化绿色 转型、创新研发等领域合作,支持欧盟与中国通过协商解决经贸摩擦,推动欧中、瑞中经贸关系迈上新 台阶。 7月30日,李成钢国际贸易谈判代表兼副部长在斯德哥尔摩会见瑞典对外援助与外贸大臣杜萨,双方就 中瑞、中欧经贸关系等议题进行交流。 ...
商务部国际贸易谈判代表兼副部长李成钢会见瑞典对外援助与外贸大臣杜萨
Core Viewpoint - The meeting between China's Vice Minister of International Trade Negotiations, Li Chenggang, and Sweden's Minister for Foreign Aid and Trade, Johan Forssell, emphasizes the importance of strengthening economic and trade relations between China and Sweden, particularly in light of the 75th anniversary of diplomatic relations [1] Group 1: Economic Cooperation - China expresses willingness to expand imports of high-quality Swedish goods and welcomes Sweden as the guest country for this year's China International Import Expo [1] - Both parties aim to deepen cooperation in areas such as green transformation and innovative research and development [1] Group 2: Trade Environment - China requests Sweden to provide an open, fair, and non-discriminatory business environment for Chinese enterprises [1] - Sweden supports multilateralism and free trade, viewing China as an important economic partner [1] Group 3: EU Relations - China hopes Sweden will play a positive role within the EU to facilitate the implementation of agreements reached during China-EU leadership meetings [1] - Both sides agree on the importance of resolving trade frictions through consultation and maintaining a multilateral trade system centered around the WTO [1]
7月中央政治局会议学习理解:“十五五”启幕,蓝图绘新篇
Economic Performance - China's GDP growth rate for the first half of 2025 reached 5.3%, exceeding the annual target, demonstrating strong economic resilience despite external challenges[2] - The meeting emphasized the need to maintain a bottom-line thinking approach and enhance awareness of potential risks, while removing references to increased external shocks[2] Policy Direction - The Central Political Bureau meeting highlighted the importance of maintaining policy continuity and stability, while enhancing flexibility and foresight in economic policies[3] - Macro policies are expected to continue to exert force and be adjusted as necessary, with a focus on supporting major economic provinces to drive national growth[4] Investment and Consumption - The meeting stressed the importance of high-quality investment and the prohibition of new hidden debts, while promoting high-quality urban renewal and infrastructure projects[6] - There is a renewed focus on expanding service consumption and improving living standards, linking consumption policies with social welfare initiatives[5] Structural Adjustments - The meeting reiterated the significance of promoting domestic and international dual circulation, with an emphasis on stabilizing domestic demand following export boosts[3] - Structural monetary policy tools will be utilized to lower overall financing costs and support sectors like technology innovation and consumer services[4] Risk Management - The report warns of potential risks from unexpected economic changes and policy shifts that could impact domestic demand recovery[15]
技术驱动绿色转型,临清德汇纺织力争让每根棉纱都承载生态责任
Qi Lu Wan Bao Wang· 2025-07-30 10:47
齐鲁晚报.齐鲁壹点陶春燕 临清市德汇纺织有限公司始建于2013年1月,扎根于山东省临清市金郝庄镇肖北村,注册资本3350万元。公司占地6.5万平方米,建筑面 积约4.1万平方米,是一家集棉花收购、纺纱生产、纺织品购销于一体的综合性企业。 经过十年发展,公司已形成10万锭纺纱规模,拥有精梳棉纱年产能9000吨。我们专注生产高端精梳赛络纺、紧密纺棉纱,产品具备"包漂 包染"品质,因质量精准匹配市场需求,畅销广东、浙江、江苏等纺织业核心区域。 技术装备是德汇纺织的核心竞争力:现有清梳联设备4套、精梳机17套、并条机9台、粗纱机18台、细纱机154台及络筒机19台,构建了高 效完整的生产链条。公司始终践行"安全第一、质量为上、诚信经营"理念,全面通过环评、安评及消防标准化建设,严格落实国家政策 要求。 绿色生产基础:以除尘技术守护生态底线 投入7套全流程除尘系统,覆盖清梳联到络筒全工序,使车间粉尘浓度低于国标30%。2024年通过省级"绿色工厂"初审,年减排颗粒物超 50吨。精梳赛络纺产品成为转型关键——通过优化气流纺纱工艺,减少上浆工序污染,助下游客户节省染整耗水20%,这类"环境友好型 纱线"已占我司销量的60% ...
中钢协:下半年钢铁行业将继续推动产业基础能力稳步提升 增强产业链现代化水平
Xin Hua Cai Jing· 2025-07-30 03:19
六是打造高端国际交流平台,推进钢铁国际化进程。通过举办系列国际会展活动,推动优秀产品、技术 和企业"走出去""引进来"。配合商务部筹办中日、中韩钢铁官民对话,积极参与同海外同业协会和企业 的对话交流活动。持续推进钢铁产业国际化进程,推动"钢铁行业国际产能合作企业联盟"发挥实质作 用。 (文章来源:新华财经) 新华财经北京7月30日电(记者王小璐、刘桃熊) "钢铁行业要着力'强自律、防内卷,调结构、优布 局,增效益、防风险,补短板、锻长板',以经济效益增长和高质量发展的确定性应对外部环境急剧变 化的不确定性,推动行业平稳健康发展。"中国钢铁工业协会会长赵民革在中国钢铁工业协会六届十一 次理事(扩大)会议上表示,下半年,钢铁行业将继续推动产业基础能力稳步提升、产业链现代化水平 不断增强。 具体来看,一是综合整治内卷,努力提升行业发展质量和效益。"在没有出台更有效的市场化、法治化 产能产量治理政策前,开展粗钢产量调控是适时调整生产强度、建立供需平衡的最优解。"赵民革指 出,全行业包括电炉钢企业要充分认识国内需求下降、国际贸易缩量的严峻形势,共同坚守"三定三不 要"、反内卷的准则,真执行、真落实产量调控措施,以实际有 ...
山东5人获得“优秀中国特色社会主义事业建设者”称号
Da Zhong Ri Bao· 2025-07-30 01:04
第六届全国非公有制经济人士优秀中国特色社会主义事业建设者表彰大会7月29日在北京召开,100名非 公有制经济人士和新的社会阶层人士获得"优秀中国特色社会主义事业建设者"称号。其中,山东5人获 此荣誉,分别是山东魏桥创业集团董事长张波,山东东明石化集团有限公司党委书记、董事局主席李湘 平,青岛蔚蓝生物集团有限公司董事长、总裁陈刚,临沂市兰山区禾力商贸工作室负责人徐军,山东国 曜琴岛律师事务所首席合伙人李连祥。 民营经济撑起了山东经济发展的"半壁江山"。全省非公有制经济人士和新的社会阶层人士坚定理想信 念、勇担时代重任、推动高质量发展、积极履行社会责任,为山东经济社会发展作出了积极贡献。 李连祥带领国曜琴岛律师事务所的800多名律师及工作人员,热忱服务企业、回馈社会,开展多项社会 公益活动,积极践行社会责任。(记者 魏然) 作为山东民企领跑者魏桥创业集团的掌舵人,张波秉持"为国创业、为民造福"初心,带领企业绿色转 型,推动数智化改革和科技创新,打造了中国最大的全流程汽车轻量化研发制造基地,使魏桥成为全球 唯一具备铝全产业链、整车制造与回收的企业,连续十余年入选世界500强。 李湘平坚持创新驱动、绿色转型,主导突破 ...
上半年全市经济稳中提质
Zheng Zhou Ri Bao· 2025-07-30 00:26
Economic Overview - The city's GDP reached 732.93 billion yuan in the first half of the year, with a year-on-year growth of 5.2% at constant prices [1] - The primary industry added value was 7.82 billion yuan, growing by 2.7%; the secondary industry added value was 271.02 billion yuan, growing by 5.6%; and the tertiary industry added value was 454.09 billion yuan, growing by 4.9% [1] Production and Supply - Industrial output above designated size increased by 8.5% year-on-year, with manufacturing output growing by 8.7%, contributing 88.5% to the industrial growth [1] - The scale of service industry revenue increased by 9.5% from January to May, with 90% of the 10 industry categories showing positive growth [1] Investment Trends - Fixed asset investment grew by 4.3% year-on-year, accelerating by 0.6 percentage points compared to the first quarter [2] - Investment in industrial sectors surged by 31.5%, with manufacturing investment rising by 36.6% [2] - Private investment increased by 10%, outpacing the overall investment growth by 5.7 percentage points [2] Consumer Market - The total retail sales of consumer goods reached 333.74 billion yuan, with a year-on-year growth of 6.6%, accelerating by 0.9 percentage points from the first quarter [3] - Retail sales of sports and entertainment products surged by 110% and 94.9%, respectively, significantly contributing to retail growth [3] - The "old-for-new" policy stimulated substantial growth in related consumer goods, with wearable smart devices and communication equipment seeing retail sales growth of 140% and 130%, respectively [3] Emerging Industries - High-tech industries showed robust growth, with value added in high-tech manufacturing and strategic emerging industries increasing by 10.3% and 10.2%, respectively [4] - Investment in computer and office equipment manufacturing surged by 163.3%, while aerospace and pharmaceutical manufacturing investments grew by 62.6% and 38.4%, respectively [4] - Online retail sales through public networks increased by 40.8%, indicating strong demand in e-commerce [4]
风雨50年,中欧关系如何“穿越迷雾”?
Core Points - The article emphasizes the importance of cooperation between China and Europe in new growth areas such as artificial intelligence, digitalization, and climate change, despite existing competitive relationships in traditional sectors [1] - The economic relationship between China and the EU has significantly evolved over the past 50 years, with bilateral trade reaching over $930 billion, including $785.8 billion in goods and $144.8 billion in services [2] - The article highlights the resilience of China-EU economic relations, which have adapted to various global challenges, including the financial crisis and the COVID-19 pandemic [2][3] Trade and Investment - By 2024, China and the EU are expected to be each other's second-largest trading partners, with a total trade volume exceeding $930 billion [2] - In the first quarter of this year, trade between China and the EU reached 1.3 trillion yuan, indicating a trade flow of over 10 million yuan per minute [2] - The EU is a significant source of foreign investment in China, with cumulative investments exceeding $150 billion, while Chinese investments in the EU are close to $110 billion, resulting in a total investment stock of $260 billion [2] Economic Challenges and Cooperation - The article discusses the increasing trade friction between China and the EU, driven by changes in the international economic environment and structural differences in competitiveness [3] - The EU's acknowledgment of its lag in advanced technologies like artificial intelligence compared to the US and China is noted as a factor contributing to current trade tensions [3] - The article suggests that maintaining an open mindset on both sides is crucial for addressing these challenges and enhancing bilateral economic ties [3] Climate Cooperation - The joint statement on climate change issued after the recent China-EU summit underscores the significance of green partnerships in their relationship [4] - The article points out that climate change discussions reflect a broader cooperation potential between China and Europe, especially in renewable energy technologies [5] - A memorandum for green technology cooperation was signed, committing to invest 15 billion euros over three years in areas like hydrogen and carbon capture [5] Future Outlook - The article concludes with a call for strengthening mutual trust and emphasizing a win-win cooperation model, despite rising tensions in trade and technology [7] - It highlights the importance of people-to-people exchanges and understanding as foundational to stabilizing China-EU relations [8] - The ongoing dynamics between the US and Europe are also mentioned as a factor that could influence China-EU relations, but the article suggests that structural complementarities still exist [9]