Core Insights - The profit growth of industrial enterprises in China has shown a slight decline but continues to maintain an upward trend since August, with significant contributions from equipment manufacturing and high-tech manufacturing sectors [1][4]. Group 1: Industrial Profit Data - From January to November, the profit of large-scale industrial enterprises increased by 0.1% year-on-year, marking four consecutive months of growth since August [1]. - The manufacturing sector saw a profit increase of 5.0%, while the electricity, heat, gas, and water production and supply sector grew by 8.4%. In contrast, the mining sector experienced a decline of 27.2%, although this decline was 0.6 percentage points less than the previous month [1]. - The total operating revenue for large-scale industrial enterprises rose by 1.6% year-on-year during the same period [1]. Group 2: Equipment Manufacturing Sector - The profit of large-scale equipment manufacturing increased by 7.7% year-on-year, contributing 2.8 percentage points to the overall profit growth of large-scale industrial enterprises, making it the strongest driving sector [2]. - Among the eight major categories in the equipment manufacturing sector, seven reported year-on-year profit growth, with the railway, shipbuilding, aerospace, and electronics industries showing double-digit growth rates of 27.8% and 15.0%, respectively [2]. - The automotive industry also saw a profit increase of 7.5%, accelerating by 3.1 percentage points compared to the previous month [2]. Group 3: High-Tech Manufacturing Sector - The profit of large-scale high-tech manufacturing grew by 10.0% year-on-year, which is 9.9 percentage points higher than the average profit growth of all large-scale industrial enterprises [3]. - The "Artificial Intelligence+" initiative has positively impacted related equipment manufacturing, with profits in the electronic industrial specialized equipment sector increasing by 57.4%, and specific segments like semiconductor device manufacturing and electronic components seeing growth rates of 97.2% and 46.0%, respectively [3]. - The aerospace industry also experienced significant profit growth, with the aerospace and related equipment manufacturing sectors reporting increases of 13.3%, 192.9%, and 36.3% [3]. Group 4: Raw Materials Manufacturing Sector - The profit of large-scale raw materials manufacturing increased significantly by 16.6% year-on-year, contributing 2.0 percentage points to the overall profit growth of large-scale industrial enterprises [4]. - The steel industry has shown marked improvement in profitability this year, aided by low base factors, while the non-ferrous metals sector has maintained double-digit profit growth due to increased market demand and revenue growth [4].

2025.12. 26 本文字数：1145，阅读时长大约3分钟 作者 | 第一财经 祝嫣然 今年，工业经济顶压前行、向新向优发展，展现强大韧性和活力。 12月25日至26日，全国工业和信息化工作会议召开。会议总结2025年和"十四五"时期工作，分析把 握新形势，研究"十五五"时期重点任务，部署2026年重点工作。 会上发布的数据显示，1-11月规模以上高技术制造业、装备制造业增加值同比分别增长9.2%和 9.3%，人工智能核心产业超过万亿元，新能源汽车出口突破200万辆。截至10月底5G基站总数达到 475.8万个，5G融入97个国民经济大类中的91个。 工信部预计，全年电信业务总量和软件业务收入分别同比增长9%和12%左右，数字产业业务收入同 比增长9%左右。 会议指出，2026年是"十五五"开局之年，要着力稳增长、强创新、促融合、优治理、防风险，推动 工业经济实现质的有效提升和量的合理增长，加快建设现代化产业体系，确保实现"十五五"良好开 局。 会议部署了2026年十个方面的重点工作，包括全力巩固工业经济稳中向好态势，持续提升产业链韧 性和安全水平，加快提升产业科技创新能力，优化提升传统产业，培育壮大新兴 ...

12月23日召开的山东省委经济工作会议部署了"八个更大力度"重点任务，为做好明年经济工作提供 了行动指引、明确了主攻方向。大家纷纷表示将锚定会议确定的重点工作，以实际行动推动高质量发 展。 "省委经济工作会议将'更大力度推进全方位扩大内需'列为八个重点任务之首，作为扩大内需的关 键一环，促消费工作的重要性更加凸显。"潍坊市商务局党组书记、局长郭永超介绍，今年以来，潍坊 市多措并举大力提振消费，1—11月，已开展各类促消费活动600余场，拉动消费超100亿元；限上零售 额同比增长10.7%。接下来，将利用好元旦、春节、元宵节等重要节点，谋划推出一系列丰富多彩的暖 冬消费季促消费活动，满足广大群众的多元化消费需求。 布局好未来产业是建设现代化产业体系的重要一环。省委经济工作会议提出更大力度健全现代化产 业体系，前瞻布局未来产业，支持建设未来产业先导区，这让烟台市发展改革委工业和高技术产业科科 长宋吉彬倍增干劲。"近年来，烟台市抢抓新一轮科技革命和产业变革机遇，聚力打造未来产业先导 区，布局'3+X'未来产业发展格局，打造10个未来产业加速园，争创全省首个全场景无人驾驶试点，设 立百亿级新兴未来产业专项基金。"宋吉 ...

Core Viewpoint - The Central Economic Work Conference emphasizes the development of "new quality productivity" tailored to local conditions, indicating a direction for addressing current issues and promoting both traditional industry upgrades and emerging industry cultivation [1] Group 1: Development of New Quality Productivity - The concept of new quality productivity is not limited to emerging industries but includes the upgrading of traditional industries, showcasing a dual development model where both sectors thrive together [1] - From January to November this year, the added value of China's high-tech manufacturing industry has maintained rapid growth, particularly in emerging fields like electronic materials and integrated circuits, while traditional industries such as coal and chemicals have also seen steady growth due to technological upgrades [1] - Different regions are exploring differentiated approaches, with some focusing on new materials and others on future industries like quantum computing and aerospace information, highlighting a trend towards localized and specialized development [1] Group 2: Green Production and Economic Benefits - New quality productivity is fundamentally linked to green productivity, as evidenced by significant growth in clean energy generation and the rapid increase in production of green products like wind power equipment and electric vehicles from January to November [2] - Western regions are leveraging their ecological advantages to develop large-scale photovoltaic projects, while eastern regions are integrating green manufacturing with digital economy initiatives to promote low-carbon transformations across the industry chain [2] - The approach to developing new quality productivity should be precise and tailored rather than uniform, emphasizing the need for differentiated strategies based on regional strengths [2] Group 3: Key Strategies for Implementation - The development strategy should include classified guidance to avoid a one-size-fits-all approach, focusing on regional strengths such as quantum technology in resource-rich areas and smart agriculture in agricultural hubs [3] - Strengthening innovation integration is crucial, requiring the establishment of public service systems to facilitate deep collaboration between industry, academia, and research, thereby overcoming barriers to technology transfer [3] - Institutional support must be improved to align with new quality productivity, enhancing market roles in resource allocation and utilizing policy tools like green finance and technological transformation subsidies to support regional development [3]

（来源：沈阳日报） 转自：沈阳日报 市委经济工作会议围绕向上争取资金政策，促消费扩投资，促进科技创新与产业创新深度融合，深化改 革扩大开放，优化营商环境，提升人民生活品质等重点领域和关键环节作出针对性部署，既注重着力解 决老问题，也重视发力应对新挑战，体现出鲜明的问题导向、任务导向、目标导向。 "此次经济工作会议的召开，为全市上下以奋发有为的精神状态做好'十五五'开局之年各项工作提供了 行动指引、明确了主攻方向，对于进一步推动经济高质量发展具有十分重要的意义。"辽宁社会科学院 经济研究所所长、研究员宋帅官说。 宋帅官称，一年来，沈阳市顶住压力，迎难而上，稳住了经济发展的基本盘，经济运行总体平稳、稳中 有进，产业升级、改革开放、城乡融合、民生保障等领域取得了新进展新成效，为"十五五"开局奠定了 良好基础。 推动经济高质量发展，实现沈阳市"十五五"开好局、起好步。宋帅官认为要跳出沈阳看沈阳，当好东北 振兴、辽宁振兴"跳高队"，在一些重点经济发展领域要奋勇争先，尤其是要加快构建以先进制造业为骨 干的现代化产业体系。一方面是加快传统产业转型升级，全面推动制造业"智改数转"，在全省率先开展 免费数字化诊断服务，持续打造 ...

Group 1 - The core focus for the upcoming economic work in Shenyang is to maintain stability while pursuing progress, emphasizing "qualitative improvement and reasonable quantitative growth" [1] - The construction of a modern industrial system with Shenyang's unique advantages is a top priority, focusing on industrial upgrades and the transformation of old and new driving forces [2] - The city aims to enhance traditional industries like equipment manufacturing while also supporting strategic emerging industries such as aerospace, biomedicine, and new energy [2] Group 2 - Promoting consumption and expanding investment are identified as crucial engines for economic growth, requiring coordinated efforts to achieve breakthroughs [2] - Effective investment will focus on infrastructure, industrial upgrades, and social welfare, with an emphasis on high-quality projects to ensure early commencement and effectiveness [2] - Continuous reform is essential to stimulate internal motivation, with a focus on optimizing the business environment and reducing the cost of factor mobility [3] Group 3 - The city will implement targeted policies to enhance the business environment by comparing with the highest international and domestic standards [3] - The reform will prioritize state-owned enterprises and development zones, aiming to increase vitality and actual benefits through accountability measures [3] - The Shenyang municipal government emphasizes a proactive and results-oriented approach to implement the meeting's spirit and contribute to the modernization of Shenyang [3]

新华社记者 周 圆 王悦阳 今年以来，国内外环境复杂多变、产业链供应链承压波动。建设现代化产业体系，必须把发展经济的着 力点放在实体经济上。 国务院办公厅发布关于做好金融"五篇大文章"的指导意见，明确坚持金融服务实体经济；工业和信息化 部联合多部门出台钢铁、汽车等十大行业稳增长工作方案；"两重""两新"等重点领域的融资支持力度持 续加大……政策聚焦实体经济，靶向发力。 现代化产业体系是中国式现代化的物质技术基础。 工业、农业、服务业和基础设施发展迈上新台阶，科技创新和产业创新融合发展走深向实，产业协同发 展持续加深……一年来，我国产业规模优势、体系优势和部分领域领先优势进一步巩固。 日前召开的中央经济工作会议指出，2025年我国"现代化产业体系建设持续推进"，并提出"坚持创新驱 动，加紧培育壮大新动能"。 记者调研时感受到，当前各地以科技创新引领新质生产力发展，加快构建以先进制造业为骨干的现代化 产业体系，不断巩固壮大实体经济，为我国在未来发展和国际竞争中赢得战略主动。 以"实"为基， 筑牢产业发展底盘 走进山东中航泰达复合材料有限公司生产车间，一台台热压罐将发货区排得满满当当。 "我们一直深耕复合材料高端装 ...

Group 1 - The modernization of the industrial system is the material and technical foundation for Chinese-style modernization, with advancements in industry, agriculture, services, and infrastructure development [1] - The Central Economic Work Conference emphasized the continuous promotion of the modernization of the industrial system by 2025, focusing on innovation-driven growth and nurturing new momentum [1] - The current emphasis is on leading new quality productivity development through technological innovation, reinforcing the real economy to gain strategic advantages in future development and international competition [1] Group 2 - The focus on the real economy is crucial for building a modern industrial system, as evidenced by the significant market share of Shandong Zhonghang Taida Composite Materials Co., which has over 30% in the national hot press market [2] - The State Council has issued guidelines to ensure financial services support the real economy, with various departments implementing growth stabilization plans for key industries like steel and automotive [2] - The resilience of the real economy is highlighted by the agricultural sector achieving a stable grain output of over 1.4 trillion jin, despite natural disasters [3] Group 3 - The integration of technological and industrial innovation is essential for enhancing productivity and creating a modern industrial system that is competitive and self-sufficient [6] - The number of high-tech enterprises in China has reached 504,000, with over 140,000 specialized and innovative small and medium-sized enterprises, indicating a strengthening of the innovation主体 [8] - The shift towards digital and intelligent manufacturing is accelerating, with over 7,000 advanced intelligent factories established and more than 100 million devices connected to industrial internet platforms [10] Group 4 - The integration of the primary, secondary, and tertiary industries is necessary for the construction of a modern industrial system, as highlighted by the ongoing efforts to promote service-oriented manufacturing and the deep integration of manufacturing with service industries [12] - The Central Economic Work Conference has outlined plans to enhance the quality and capacity of the service industry, which is expected to further support the modernization of the industrial system [12] - The future outlook for economic development is optimistic, driven by active factor flows and innovation, with a focus on intelligent, green, and integrated development directions [12]

Group 1 - The economic work conference of the Bingtuan Party has set a clear direction for the economic work in the coming year, emphasizing the need to enhance responsibility, mission, and urgency among cadres and staff to contribute to high-quality economic development [1] - The conference highlighted the importance of building a modern industrial system, focusing on structural adjustment and optimization, and promoting the upgrading of industries such as agriculture and manufacturing [1] - The conference called for the establishment of a collaborative development mechanism for the upstream and downstream of the industrial chain, aiming to transform regional advantages into development advantages [1] Group 2 - The conference proposed high-quality co-construction of the core area of the Silk Road Economic Belt, aiming to enhance the institutional openness of the Xinjiang Free Trade Zone Bingtuan Block [2] - A new "3+2" industrial system will be developed, focusing on power equipment manufacturing, home appliance manufacturing, and hardware processing, along with international warehousing logistics and automobile exports [2] - The conference emphasized the need for state-owned enterprise reform and strategic restructuring to foster a green chemical industry chain and enhance the integration of technological and industrial innovation [2] Group 3 - The Bingtuan Party's economic work conference aims to accelerate the growth of characteristic advantageous industries, with a focus on seed industry revitalization and the development of a corn seed industry [2] - The integration of planting, processing, and sales in the seed industry has been established, creating a robust industry that supports local farmers [2] - There is a collective commitment to translate the conference's directives into actionable measures to ensure a strong start for the 14th Five-Year Plan [2]

Group 1 - The modernization of the industrial system is the material and technical foundation of Chinese-style modernization, with advancements in industrial, agricultural, service sectors, and infrastructure development [1] - The Central Economic Work Conference emphasized the continuous promotion of the modernization of the industrial system by 2025, focusing on innovation-driven growth and nurturing new momentum [1] - Companies are increasingly leveraging technological innovation to lead the development of new productive forces, reinforcing the real economy for strategic advantages in future development and international competition [1] Group 2 - The focus on the real economy is crucial for building a modern industrial system, as evidenced by the significant market share of Shandong Zhonghang Taida Composite Materials Co., which has over 30% in the national hot press market [2] - The government has issued guidelines to enhance financial support for the real economy, with various departments collaborating on growth stabilization plans for key industries like steel and automotive [2] Group 3 - The resilience of the real economy is highlighted by the agricultural sector achieving a stable grain output of over 1.4 trillion jin, despite natural disasters [3] - In November, 30 out of 41 major industrial sectors reported year-on-year growth in value added, indicating steady progress in the industrial economy [3] - The service sector contributed 3.1 percentage points to GDP growth in the first three quarters, reflecting an increase in quality and efficiency [3] Group 4 - The integration of technology and industry is essential for enhancing industrial innovation capabilities, addressing issues of "large but not strong" and "complete but not refined" in certain sectors [6] - The establishment of over 2,400 pilot platforms nationwide supports the development of new productive forces, with 241 key platforms identified for nurturing innovation [6] Group 5 - Traditional industries are accelerating their transformation, with the CNC rate in key industrial processes reaching 68.5% and the comprehensive utilization rate of industrial solid waste at 57% [7] - The number of high-tech enterprises in China has reached 504,000, with over 140,000 specialized and innovative small and medium-sized enterprises cultivated, enhancing the innovation capacity of the industrial system [8] Group 6 - The integration of industries is a significant pathway for building a modern industrial system, with a focus on improving economic efficiency and creating new industries and business models [9] - The acceleration of the integration between the real economy and digital economy is evident, with over 7,000 advanced smart factories established and more than 100 million devices connected to key industrial internet platforms [10] Group 7 - The shift from merely selling equipment to providing engineering design and energy-saving services is exemplified by Shaanxi Blower (Group) Co., which has expanded its business to over 100 countries [12] - The government is promoting the deep integration of manufacturing and service industries, aiming for a collaborative development model across the three industrial sectors [12]