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国务院常务会议解读|聚焦促进民间投资发展 国务院作出重要部署
Xin Hua She· 2025-09-12 14:53
市场准入是经营主体参与经济活动的前提,公平竞争是市场经济的基本原则。会议指出,要营造公平竞 争市场环境,破除限制民间投资的各种隐性壁垒,加强创新支撑和融资支持,完善服务体系,让民营企 业敢投资、有回报。 "会议的系列部署直击民营企业关切,从扩大准入、打通堵点、强化保障等方面精准发力,打出了政 策'组合拳',助力民营企业稳定预期、提振信心。"国家信息中心经济预测部研究员张晓兰表示,各地 区各部门要深入贯彻落实会议部署,因地制宜深化、细化、实化举措,提高政策精准度和可操作性,层 层抓好落实,着力激发民间投资活力、促进民间投资发展。 要拓宽民间投资空间,支持民间资本加大新质生产力、新兴服务业、新型基础设施等领域投资;要严格 落实招标投标领域相关制度规定,保障中小企业政府采购预留份额,加大中央预算内投资等对民间投资 项目的支持力度……会议部署一系列务实举措,释放了更大力度促进民间投资发展的积极信号。 新华社北京9月12日电(记者魏玉坤)民间投资对稳就业稳经济具有重要作用。12日召开的国务院常务 会议,部署进一步促进民间投资发展的若干措施。 国家发展改革委新闻发言人李超表示,国家发展改革委将会同有关部门,坚定不移实施扩 ...
李强主持召开国务院常务会议听取前期防汛救灾工作情况和提升北方地区防汛减灾能力汇报等
Xin Hua Wang· 2025-09-12 13:00
Group 1: Flood Prevention and Disaster Relief - The meeting emphasized the importance of maintaining vigilance against flood and typhoon risks, even after the peak flood season has passed, highlighting the need for effective disaster relief and recovery efforts [2][3] - It was noted that extreme rainfall has caused significant damage in some regions, necessitating a coordinated response from local authorities and departments to ensure the safety and recovery of affected populations [2][3] Group 2: Promotion of Private Investment - The meeting recognized the critical role of private investment in stabilizing employment and the economy, proposing practical measures to address key concerns of enterprises and stimulate private investment [3] - Specific strategies include expanding access for private investment, enhancing support for new productivity sectors, emerging services, and new infrastructure projects, as well as ensuring fair competition in the market [3] Group 3: Overseas Comprehensive Service System - The meeting discussed the need to strengthen the overseas comprehensive service system to support domestic enterprises in international cooperation and competition [3] - This includes improving coordination across legal, financial, and logistical services, and establishing service platforms to assist companies venturing abroad [3] Group 4: Biomedical Technology Regulation - The meeting approved a draft regulation aimed at managing clinical research and the application of new biomedical technologies, focusing on innovation and safety [4] - The goal is to enhance the quality and safety of clinical applications while effectively mitigating various risks associated with biomedical innovations [4]
做强国内大循环 银行业大有可为
Zheng Quan Ri Bao· 2025-08-24 14:43
Group 1 - The core strategy emphasizes strengthening domestic circulation to counter international uncertainties, with banks playing a crucial role in stabilizing economic growth [1] - Consumption is identified as a key driver for domestic circulation, and banks are encouraged to innovate products and create scenarios to activate consumer spending [1] - Banks should collaborate with e-commerce platforms, offline retailers, and cultural tourism organizations to build a diverse consumption ecosystem [1] Group 2 - Banks are urged to focus on new productivity and emerging service industries as new engines for economic growth, providing tailored financial support [2] - Specialized loans and long-term low-interest funding should be established to assist strategic emerging industries in overcoming technological challenges [2] - Banks must enhance financial services for core enterprises in the supply chain to improve integration and collaboration, addressing funding issues for small and medium-sized enterprises [2] Group 3 - Targeted financial support should be directed towards critical areas such as high-end chip manufacturing and key raw material production to reduce external dependencies [3] - Precision financial services can ensure the stability of supply chains while enhancing the position of China's manufacturing sector in the global market [3] - The role of banks spans multiple dimensions, including consumption, industry, and supply chains, contributing to the resilience and vitality of domestic circulation [3]
浙江:7月份全省规模以上工业增加值同比增长5.3%
Xin Hua Cai Jing· 2025-08-21 05:21
Group 1: Industrial Growth - In July, the industrial added value of large-scale enterprises in Zhejiang Province increased by 5.3% year-on-year, with 22 out of 37 industrial categories showing positive growth [1] - Key industries contributing to this growth include automotive (17.3%), tobacco (16.7%), computer communication electronics (15.8%), instrumentation (14.0%), and chemical raw materials (7.7%), collectively driving a 4.0 percentage point increase in industrial added value [1] - The new product output rate for large-scale industrial enterprises reached 41.9%, up by 0.6 percentage points year-on-year, indicating a sustained enhancement of innovative momentum [1] Group 2: Service Sector Performance - In the first half of the year, the operating income of large-scale service enterprises (excluding wholesale, retail, accommodation, financial, and real estate sectors) was 1.75 trillion yuan, reflecting an 8.7% year-on-year growth [1] - The information transmission, software, and IT service sectors saw a 12.1% increase in operating income, while leasing and business services grew by 8.4%, contributing a combined 6.9 percentage points to the overall service sector growth [1] - Emerging service industries are rapidly developing, with the digital economy core service industry, technology services, and high-tech services experiencing revenue growth of 12.5%, 12.2%, and 10.8%, respectively [1] Group 3: Investment Trends - From January to July, fixed asset investment decreased by 1.9%, but excluding real estate development, it grew by 8.0% [2] - Investment in the livelihood sector has strengthened, with infrastructure investment increasing by 8.7%, accounting for 26.8% of total investment, up by 2.6 percentage points year-on-year [2] - Equipment and tool purchases saw a significant increase of 12.4%, contributing 1.2 percentage points to overall investment growth [2] Group 4: Retail and Consumption - In July, the total retail sales of consumer goods reached 300.8 billion yuan, marking a 4.4% year-on-year increase, with commodity retail growing by 4.9% [2] - Online consumption showed strong momentum, with retail sales through public networks increasing by 11.7% [2] - Notable growth in quality of life-related consumption was observed, with retail sales of wearable smart devices, photographic equipment, home appliances, and new energy vehicles increasing significantly [2]
140万商家订单实收双增长,淘宝闪购日订单连续两个周末超9000万
Zhong Guo Jing Ji Wang· 2025-07-28 06:09
Core Insights - The emerging service industry market has entered a new phase of healthy competition among multiple platforms, with significant growth in order volumes and merchant revenues [1][4][5] Group 1: Market Performance - Taobao Flash Sales and Ele.me reported over 90 million daily orders for two consecutive weekends, despite adverse weather conditions [1] - Since its launch in May, Taobao Flash Sales has seen daily orders rise from 1 million to over 9 million, indicating strong consumer demand [1] - In the past month, 140,000 merchants on Taobao Flash Sales have experienced significant growth in daily order numbers and revenue [1] Group 2: Merchant Success Stories - Small restaurants have reported substantial revenue increases, with some like "Jinan Bridge Pork" seeing daily orders double and revenue growth exceeding 150% [4] - Non-restaurant small businesses, such as a fruit shop in Shanghai, have also experienced rapid growth, with revenue increasing by 30,000 yuan in July alone [4] - Regional chain enterprises in central and western provinces have effectively expanded their market presence, with some like "Chen Duo Duo" seeing orders and profits double [5] Group 3: Employment Impact - The growth in the restaurant and retail sectors has led to an increase in employment, with tens of thousands of new jobs created since July [6] - For instance, local eateries in Nanjing have added 1-2 employees per store to manage the surge in orders [6] - Employees in the industry are also seeing salary increases, with some expecting monthly raises of 500-1000 yuan due to the rise in order volumes [6]
"以旧换新"政策进阶,浙江等地如何破题内需增量?
Group 1 - The core viewpoint of the articles highlights the positive impact of the "old-for-new" consumption policy on driving retail sales and stimulating economic growth in China, particularly in Zhejiang province [1][9] - In the first half of the year, retail sales of consumer goods reached 1.6 trillion yuan, with significant year-on-year growth in various categories such as home appliances and communication equipment, contributing to a 5% increase in total retail sales [1][9] - The expansion of the "old-for-new" program in Zhejiang includes a wider range of products, now covering 85 categories, including smart home devices and electric bicycles, with increased subsidy limits [6][7] Group 2 - The Ministry of Finance plans to accelerate the implementation of policies to boost consumption, focusing on enhancing the consumer environment and supporting key cities in promoting new consumption models [2] - The "old-for-new" initiative has been extended to various community and enterprise settings, with over 500 events planned across 11 cities in Zhejiang to promote the program [8] - The growth in retail sales in Zhejiang was particularly strong in the second quarter, with a 6% increase, marking the highest growth rate since last year [9][10] Group 3 - The introduction of subsidies for 3C digital products, including smartphones and smartwatches, is expected to further stimulate consumer spending in these categories [6] - The government has increased the subsidy rate for electric bicycles from 20% to 40%, with a cap raised from 500 yuan to 1200 yuan, indicating a strong focus on promoting green transportation [7] - The integration of cultural and sports events into consumption strategies has shown potential for driving additional consumer spending, with significant attendance at events in Zhejiang [10][11]
杭州经济上半年“成绩单”出炉
Mei Ri Shang Bao· 2025-07-22 22:26
Economic Overview - Hangzhou's economy shows a stable and improving trend, with GDP reaching 11,303 billion yuan in the first half of 2025, a year-on-year increase of 5.5%, accelerating by 0.3 percentage points from the first quarter [1] - The primary industry added value was 157 billion yuan, growing by 2.8%; the secondary industry added value was 2,672 billion yuan, growing by 5.3%; and the tertiary industry added value was 8,474 billion yuan, growing by 5.7% [1] Agricultural Sector - The total output value of agriculture, forestry, animal husbandry, and fishery reached 261 billion yuan, a year-on-year increase of 3.2%, with vegetable production at 1.87 million tons, growing by 3.6% [1] Industrial Sector - The added value of above-scale industries was 2,252 billion yuan, with a year-on-year growth of 6.9%, driven by significant growth in the automotive manufacturing sector, which increased by 29.3% [2] - Investment in fixed assets grew by 4.4%, with notable increases in general equipment manufacturing (27.3%), electrical machinery and equipment manufacturing (22.7%), and automotive manufacturing (20.0%) [2] Consumer Market - The total retail sales of social consumer goods reached 4,585 billion yuan, with a year-on-year growth of 6.0%, supported by the implementation of the old-for-new policy [3] - Retail sales of home appliances and audio-visual equipment surged by 97.5%, while communication equipment sales grew by 40.9% [3] Service Sector - The service industry showed strong recovery, with above-scale service industry revenue reaching 8,898 billion yuan, a year-on-year increase of 8.0% [4] - The digital economy and high-tech service sectors grew by 12.3% and 11.2%, respectively, outpacing overall service industry growth [4] Trade and Exports - The total import and export value was 4,366 billion yuan, with exports growing by 12.5% to 3,098 billion yuan, while imports decreased by 4.2% to 1,268 billion yuan [4] - Private enterprises accounted for 76.8% of total exports, amounting to 2,380 billion yuan, with a growth of 13.4% [4] Income and Consumption - Per capita disposable income reached 44,709 yuan, a year-on-year increase of 4.7%, with rural income growth outpacing urban income by 0.7 percentage points [5] - Prices for other goods and services, clothing, housing, and education showed modest increases, indicating stable demand for essential goods [5]
反内卷提振大宗商品价格报告:格林期货
Ge Lin Qi Huo· 2025-07-18 14:01
1. Report Industry Investment Rating - Bullish on Chinese equity assets and commodities [31] 2. Core Viewpoints of the Report - Global economic outlook is positive, with the global economy continuing to rise [7] - China's efforts to strengthen the domestic economic cycle and combat cut - throat competition are expected to boost the performance of listed companies and commodity prices [7][33][34] - The Fed is likely to start cutting interest rates in September, which is bullish for silver [13][36] - Anti - cut - throat competition is negative for China's long - duration government bonds [37] 3. Summary by Related Catalogs Global Economic Outlook - China's social retail sales are 1.6 times that of the US in terms of actual purchasing power. The US retail and food sales in June reached $720.1 billion, a month - on - month increase of 0.6%, indicating strong consumer demand [7][8] - The US Markit manufacturing PMI in June was 52.0, continuing to expand. China's June PMI production index continued to expand, and the new order index resumed expansion [7] - Market expects the Fed to cut interest rates in September and accelerate rate cuts in 2026. The US core CPI in June increased by 2.9% year - on - year and 0.3% month - on - month. The PPI final demand in June increased by 2.4% year - on - year and 0% month - on - month [7][13][15] - The number of job openings in the US in May was 7.76 million, showing an upward trend. The number of hires in May was the second - highest this year, indicating a tightening labor market [17] - The hourly wage of US non - agricultural enterprises in June was $36.24, with a year - on - year growth rate of 3.9% [20] - The US wholesalers' inventory in May increased by 1.4% year - on - year, and manufacturers' inventory increased by 0.9% year - on - year, in an active inventory replenishment state [23] - The Eurozone has cut interest rates 8 times, and Germany is expanding its military by 30%, which is expected to boost the Eurozone's manufacturing [7][25] - India's manufacturing PMI in June continued to expand, and its manufacturing and service industries have been expanding for more than three years [27] - Japan's ruling party may lose the election, and the yield of Japan's 40 - year government bonds hit a new high [29] Asset Allocation - China's Shanghai Composite Index has stabilized above 3500 points, and off - market funds are accelerating into the market. Growth - style indexes are more aggressive [32] - Global financial institutional investors are moving away from the US, and the re - allocation of global financial assets is favorable for Chinese assets [32] - Anti - cut - throat competition in China is expected to increase the performance of listed companies [33][41] - Anti - cut - throat competition is expected to drive the Wenhua Commodity Index into a trending upward market [34][50] - Photovoltaic and new energy vehicles are the focus of the current anti - cut - throat competition, and polysilicon, industrial silicon, and lithium carbonate are favored [35][53][56] - The Fed is likely to start cutting interest rates in September, and silver is favored [36][59] - Anti - cut - throat competition pushes up commodity prices, which is negative for China's long - duration government bonds [37][62] - For the CSI 1000 and CSI 500 index contracts 2509 and 2512, a strategy of earning both index increase and premium spread can be continued [44]
环球热评局:加码新兴服务业 提振消费大市场
Huan Qiu Wang· 2025-07-18 07:27
Group 1 - The core viewpoint emphasizes the strengthening of domestic consumption as a strategic move to stabilize the economy, with a focus on implementing specific actions to boost consumption [1] - The contribution of domestic demand to GDP growth reached 68.8% in the first half of the year, with final consumption expenditure accounting for 52% [1] - The introduction of 500 billion yuan in platform consumption vouchers by Taobao Flash has significantly lowered consumption barriers, leading to explosive growth in summer economic activities across various regions [1] Group 2 - Service consumption is identified as a key driver for economic growth, with the potential to support more small and medium-sized businesses and create jobs, thus forming a positive cycle [2] - Since the launch of Taobao Flash, 240,000 new merchants have joined the platform, with non-food orders exceeding 16% of total orders, and average revenue per store for new small merchants nearly doubling in June [2] - The dual model of "platform subsidies + merchant leverage" is seen as a way to avoid traditional price wars, with government support for consumption and service industry investment [2] Group 3 - The rapid expansion of emerging service industries is becoming a major new driver of economic growth, as evidenced by significant increases in orders and revenue for various businesses [3] - The implementation of 500 billion yuan in consumption vouchers has revealed key patterns in consumer behavior, indicating that coordinated efforts between policy, platform support, and merchant responsiveness can accelerate new consumption [3] - The emphasis on fully releasing domestic demand potential is reflected in the details of new merchant digital capabilities and significant increases in nighttime revenue for stores [3] Group 4 - The approach of platforms not competing against merchants but instead empowering them can enhance merchant enthusiasm and create a larger consumer market [4]
新兴服务业市场快速扩容
Zhong Guo Jing Ji Wang· 2025-07-18 05:41
Group 1 - The rapid expansion of new service markets is becoming a new driver of economic growth, with Taobao Flash Purchase and Ele.me announcing a daily order volume exceeding 80 million, contributing to a total market order volume surpassing 200 million [1] - The emerging service industry, represented by food delivery, is benefiting a large number of small and medium-sized businesses, with over 3,074 merchants and more than 260,000 stores seeing order volume growth exceeding 100% [1] - The model of "platform benefits, merchants gain" is effectively stimulating market vitality, with weekend night orders from over 640,000 small stores increasing by more than 100% since July [1] Group 2 - The launch of Taobao Flash Purchase consumption vouchers and various support policies for small and medium-sized businesses have led to a nearly threefold increase in daily orders for local snack shops in Nanjing [2] - The integration of online and offline resources by Taobao Flash Purchase, along with a 50 billion yuan platform consumption voucher initiative, is seen as a significant boost for the restaurant market, promoting consumption and stabilizing growth [2]