据国家统计局消息，经核算，2024年我国"三新"经济增加值为242908亿元，比上年增长6.7%（按现价计算）， 比同期国内生产总值（GDP）现价增速高2.5个百分点；占GDP的比重为18.01%，比上年提高0.43个百分点。 什么是"三新"经济？ 责编：王璐璐 校对：苏焕文 百万用户都在看 关税突发！特朗普宣布：50%、25%、15%！ 美联储，降息大消息！ "三新"经济是以新产业、新业态、新商业模式为核心内容的经济活动的集合。 新产业指应用新科技成果、新兴技术而形成一定规模的新型经济活动。具体表现为：一是新技术应用产业化直 接催生的新产业；二是传统产业采用现代信息技术形成的新产业；三是由于科技成果、信息技术推广应用，推 动产业的分化、升级、融合而衍生出的新产业。 新业态指顺应多元化、多样化、个性化的产品或服务需求，依托技术创新和应用，从现有产业和领域中衍生叠 加出的新环节、新链条、新活动形态。具体表现为：一是以互联网为依托开展的经营活动；二是商业流程、服 务模式或产品形态的创新；三是提供更加灵活快捷的个性化服务。 新商业模式指为实现用户价值和企业持续盈利目标，对企业经营的各种内外要素进行整合和重组，形成高 ...

国家统计局：2024年我国"三新"经济增加值为242908亿元，占GDP的比重为18.01%。 ...

经核算，2024年我国"三新"经济增加值为242908亿元，比上年增长6.7%（按现价计算），比同期国内生产 总值（GDP）现价增速高2.5个百分点；占GDP的比重为18.01%，比上年提高0.43个百分点。 新业态指顺应多元化、多样化、个性化的产品或服务需求，依托技术创新和应用，从现有产业和领域中衍 生叠加出的新环节、新链条、新活动形态。具体表现为：一是以互联网为依托开展的经营活动；二是商业 流程、服务模式或产品形态的创新；三是提供更加灵活快捷的个性化服务。 新商业模式指为实现用户价值和企业持续盈利目标，对企业经营的各种内外要素进行整合和重组，形成高 效并具有独特竞争力的商业运行模式。具体表现为：一是将互联网与产业创新融合；二是把硬件融入服 务；三是提供消费、娱乐、休闲、服务的一站式服务。 "三新"经济增加值衡量的是一个国家（或地区）所有常住单位在一定时期内从事"三新"经济生产活动创造 的增加值。 什么是"三新"经济？ "三新"经济是以新产业、新业态、新商业模式为核心内容的经济活动的集合。 新产业指应用新科技成果、新兴技术而形成一定规模的新型经济活动。具体表现为：一是新技术应用产业 化直接催生的新产业；二是 ...

Core Viewpoint - In 2024, China's "three new" economy added value reached 24.29 trillion yuan, growing by 6.7% compared to the previous year, which is 2.5 percentage points higher than the GDP growth rate [1] Group 1 - The added value of the "three new" economy accounted for 18.01% of GDP, an increase of 0.43 percentage points from the previous year [1]

Core Insights - The "Three New" economy in China achieved a value-added of 242,908 billion yuan in 2024, reflecting a growth rate of 6.7% compared to the previous year, which is 2.5 percentage points higher than the GDP growth rate during the same period [1][3] - The "Three New" economy accounted for 18.01% of the GDP, an increase of 0.43 percentage points from the previous year [1] Group 1: Economic Performance - The value-added of the "Three New" economy is 242,908 billion yuan, with a current price growth rate of 6.7% [3] - The first industry contributed 9,485 billion yuan with a growth rate of 6.7%, representing 3.9% of the total [3] - The second industry contributed 100,459 billion yuan with a growth rate of 5.5%, accounting for 41.4% of the total [3] - The third industry contributed 132,964 billion yuan with a growth rate of 7.7%, making up 54.7% of the total [3] Group 2: Definition and Scope - The "Three New" economy encompasses new industries, new business formats, and new business models, focusing on economic activities driven by technological innovation and modern information technology [4] - New industries are characterized by the application of new technologies and the transformation of traditional industries through modern information technology [4] - New business formats arise from diverse consumer demands and technological innovation, leading to new operational forms and service models [4] - New business models integrate various elements to create efficient and competitive operational frameworks [4] Group 3: Accounting Methodology - The value-added of the "Three New" economy is calculated based on national economic census data, statistical data, and national economic accounting data, employing various methods including value-added rate and related indicator estimation [6] - The classification of the "Three New" economy's value-added follows the guidelines established in the "Statistical Classification of New Industries, New Formats, and New Business Models (2018)" [5]

Economic Overview - The GDP for the first half of the year reached 66,053.6 billion yuan, with a year-on-year growth of 5.3% at constant prices [1][2] - The current economic situation shows a continuous improvement, with significant enhancements in economic strength, technological capability, and comprehensive national power [2][3] Key Economic Development Goals - The main expected target for GDP growth this year is around 5%, with four key areas of focus for achieving this goal: enhancing macro policy counter-cyclical adjustments, expanding domestic demand comprehensively, implementing further reforms, and increasing high-level opening-up [3][5] Industrial Performance - The industrial added value for large-scale enterprises increased by 6.4% year-on-year, with equipment manufacturing and high-tech manufacturing growing by 10.2% and 9.5% respectively, outpacing the overall industrial growth [6][7] - The industrial structure is continuously optimizing, with a steady push towards green transformation and high-quality development [6][7] Challenges and Solutions in Industrial Development - The industrial economy faces challenges such as external uncertainties and the need for better balance between supply and demand [7][8] - Solutions include enhancing effective investment, improving investment efficiency, and fostering orderly development of traditional, emerging, and future industries [7][8] New Industrialization Strategy - The focus of new industrialization remains on strengthening the real economy, with an emphasis on systematic approaches to build a modern industrial system [8][9] - The interaction between industry and technology is crucial, with opportunities arising from the new technological revolution and industrial transformation [8][9] Addressing "Involution" in Competition - The phenomenon of "involution" in competition reflects a dynamic process of supply and demand in emerging industries, necessitating specific analysis rather than a one-size-fits-all approach [9][10] - A comprehensive approach to address "involution" should include optimizing industrial structure, promoting fair competition, and ensuring effective market resource allocation [10][11]

Core Insights - China has maintained its position as the world's largest manufacturing country for 15 consecutive years, driven by scale advantages and innovation upgrades [1][14] Key Data and Global Position - Manufacturing value added is expected to exceed 40.5 trillion yuan in 2024, accounting for approximately 30% of global manufacturing, surpassing the combined totals of the US, Japan, and Germany [1][3] - China leads the world in the production of over 220 major industrial products, including photovoltaic components, new energy vehicles, ships, and construction machinery [1][3] Export Contributions - In 2024, China's total goods exports are projected to reach 6.16 trillion USD, maintaining the top position globally for seven years, with 50% of global steel, 60% of home appliances, and 80% of air conditioners relying on Chinese supply [3] Comprehensive Industrial Chain Advantage - China possesses the most complete industrial system globally, covering 41 major industrial categories and 666 subcategories, with a supply chain self-sufficiency rate exceeding 90% [3][4] Industrial Upgrades and Technological Breakthroughs - High-end manufacturing has achieved significant autonomy, with breakthroughs in key technologies such as the domestically produced electromagnetic catapult aircraft carrier Fujian, C919 aircraft, CR450 high-speed trains, and deep-sea exploration equipment [4][7] - In 2024, the production of new energy vehicles is expected to exceed 13 million units, accounting for 60% of global output, while photovoltaic components will hold an 80% global market share [4] Digital Transformation - China has established the world's largest 5G network with over 4 million base stations and more than 900 million devices connected to the industrial internet; "lighthouse factories" have reached 79, representing 41% of the global total, with an average productivity increase of 34.8% [5] Key Support Factors - Research and development expenditure intensity has risen to 2.68%, nearing OECD levels, with over 460,000 high-tech enterprises, and China holds 26 seats in the global top 100 innovation clusters [7][8] Domestic Demand and Global Layout - Domestic demand contributes 86.4% to economic growth, supported by over 400 million middle-income groups driving consumption upgrades [9] - The export share to Belt and Road countries has increased to 50%, with a semiconductor self-sufficiency rate exceeding 70% [9] Challenges and Future Directions - There is a regional imbalance, with 80% of advanced manufacturing clusters concentrated in the eastern regions, while the central and western regions are gradually rising through new materials [10] - The innovation conversion rate remains low, with less than 10% of university patents being industrialized, indicating a need for improved collaboration between academia and industry [11] Strategic Pathways - Emphasis on technological self-reliance, focusing on quantum computing, biomanufacturing, and deep-sea technology, with a goal to increase the global manufacturing share to 45% by 2030 [12] - A green transition is underway, with a cumulative reduction of 11.6% in energy consumption per unit of GDP over four years, and renewable energy installations exceeding 2.09 billion kilowatts [13] Conclusion - The sustained leadership of China's manufacturing sector is a reflection of both scale effects and innovation-driven transformation, transitioning from "scale expansion" to "quality leap" through technological breakthroughs, green integration, and open cooperation [14]

Group 1 - The Consumer Price Index (CPI) in June increased by 0.1% year-on-year, ending a four-month decline, while the Producer Price Index (PPI) decreased by 3.6% year-on-year, indicating a mixed price trend in the economy [3][4][16] - The core CPI, excluding food and energy, rose by 0.7% year-on-year, marking a 0.1 percentage point increase from the previous month and reaching a 14-month high, reflecting improvements in supply-demand structures in certain industries [3][17] - The persistent low prices in the market are attributed to an oversupply situation, which could lead to a negative cycle affecting corporate expectations and investment, potentially dragging the economy into a "low inflation trap" [5][18] Group 2 - The decline in PPI is primarily driven by seasonal factors and the construction progress of infrastructure projects, along with an oversupply of raw materials like steel and cement, which has negatively impacted production material prices [4][17] - Key factors contributing to the current supply-demand imbalance include a decline in real estate investment, high tariff barriers affecting exports, and weak consumer income expectations leading to insufficient consumption willingness [4][18] - The overall economic recovery is influenced by a combination of supportive incremental policies and complex external environments, with expectations for CPI to show a trend of low-to-high throughout the year [8][10]

Economic Growth - During the "14th Five-Year Plan" period, China's economy is expected to reach approximately 140 trillion yuan by 2025, with an economic increment exceeding 35 trillion yuan, surpassing the annual economic output of the entire Yangtze River Delta region and exceeding the GDP of the world's third-largest economy [1] - The manufacturing industry's added value has consistently remained above 30 trillion yuan annually, maintaining China's position as the world's leading manufacturing power for 15 consecutive years [2] New Industries and Market Reforms - The "new economy" added value has surpassed 24 trillion yuan in 2024, equivalent to the combined GDP of Beijing, Shanghai, and Guangdong [4] - The government has cleared 4,218 regulations that hinder the establishment of a unified national market, reducing the market access negative list from 151 to 106 items [4] Investment and Infrastructure - By 2024, the proportion of market-oriented electricity transactions in total electricity consumption reached 63%, indicating a robust investment climate for private capital in nuclear power and industrial equipment [6] - A total of 102 major projects are expected to meet their planning goals by the end of 2025, with significant progress made on key infrastructure projects [6] Technological Advancements - In 2024, total R&D expenditure is projected to reach 3.6 trillion yuan, accounting for 2.68% of GDP, positioning China as the second-largest in the world for R&D investment [11] - The added value of high-tech manufacturing increased by 42% compared to the end of the "13th Five-Year Plan," while the core industries of the digital economy grew by 73.8%, contributing 10.4% to GDP [13] Innovation Ecosystem - China is forming a unique innovation ecosystem, with a focus on integrating technological and industrial innovation, and promoting a supportive environment for comprehensive innovation [14]

Group 1 - The core viewpoint is that the "new economy" represented by "Artificial Intelligence +" is accelerating its implementation, with a projected value added exceeding 24 trillion yuan in 2024, equivalent to the total GDP of Beijing, Shanghai, and Guangdong [1] - China currently has the largest research and development workforce globally, with 26 of the world's top technology innovation clusters, accounting for the highest share globally [1] - There are over 460,000 high-tech enterprises in China, indicating a robust growth in the high-tech sector [1]