央视网消息：8月1日，国家发展改革委举行新闻发布会。有关负责人介绍，上半年中国经济在顶住外部压力、消化累积风险的情况下，稳 中有进、好于预期。下一步，国家发展改革委将在依法依规治理企业无序竞争、开展市场准入壁垒清理整治等方面持续发力、适时加力，提效 实施好已部署的各项政策举措。 落实好纵深推进全国统一大市场建设各项部署，依法依规治理企业无序竞争，推进重点行业产能治理，规范招标投标，加强对中标结果的 公平性审查，规范地方招商引资行为，加强招商引资信息披露，扎实开展市场准入壁垒清理整治行动。 降低全社会物流成本工作取得阶段性成效。上半年，社会物流总费用与国内生产总值比率下降至14%，为有统计以来最低水平，节约全社 会物流费用超过1300亿元。 下一步，国家发展改革委将持续发力、适时加力提效实施好已部署的各项政策举措。将深入实施"人工智能+"行动，推动人工智能在经济 社会发展各领域加快普及、深度融合。 据介绍，今年"两重"建设项目清单8000亿元已全部下达完毕，中央预算内投资7350亿元已基本下达完毕。今年第三批690亿元支持消费品 以旧换新的超长期特别国债资金已下达完毕，将于10月份按计划下达第四批690亿元资金 ...

国家发展改革委体制改革综合司司长王任飞8月1日表示，将进一步规范政府行为尺度，制定《妨碍统一 市场和公平竞争行为防范事项清单》。 王任飞是在国家发展改革委当日举行的新闻发布会上作出上述表示的。 王任飞表示，建设全国统一大市场，是党中央作出的重大决策。近年来，各有关方面认真贯彻落实《中 共中央、国务院关于加快建设全国统一大市场的意见》及配套措施，取得积极成效。但也要清醒认识 到，全国统一大市场建设成效与党中央、国务院要求，与各方面期待相比还有差距，任务还很艰巨。 据介绍，下一步，国家发展改革委将以更加有力有效举措，落实好纵深推进全国统一大市场建设各项部 署。 一是抓总体推进。国家发展改革委将发挥好牵头部门作用，研究制定纵深推进全国统一大市场建设行动 方案，统筹协调各方面，压茬推进重点任务落实。 二是抓制度建设。重点是实现产权保护、市场准入、公平竞争、社会信用、质量标准等制度的统一。推 动健全有利于市场统一的财税体制、统计核算制度和考核评价体系。 三是抓重点领域。深化要素市场化配置改革，完善全国统一电力市场体系，培育全国一体化数据市场， 协同推进统一开放的交通运输市场建设。 四是抓问题整治。依法依规治理企业无序竞 ...

Group 1: Economic Measures and Support - The fourth batch of 690 billion yuan "national subsidies" will be allocated in October, completing the annual plan of 300 billion yuan [1] - In the first half of the year, China's retail sales of consumer goods increased by 5% year-on-year, significantly supported by the "national subsidy" policy, with home appliances and audio-visual equipment retail sales up by 30.7% and communication equipment retail sales up by 24.1% [1] - The "two重" construction project list of 800 billion yuan has been fully allocated, with 735 billion yuan of central budget investment also largely disbursed [1] Group 2: Employment and Economic Stability - The contribution rate of domestic demand to GDP growth is 68.8%, indicating strong resilience in the economy, with external trade also showing robust performance [2] - The National Development and Reform Commission (NDRC) will continue to implement measures to stabilize employment and the economy, ensuring policy continuity and flexibility [2] - The NDRC aims to enhance economic monitoring and forecasting, and improve policy tools to stabilize employment and expand domestic demand [2] Group 3: Consumer Spending Initiatives - Service consumption has been rising, with notable successes in cultural tourism and domestic products, prompting the NDRC to focus on enhancing consumer capacity and promoting high-quality development [3] - The NDRC plans to cultivate new growth points in service consumption, particularly in cultural tourism, sports events, and essential life services [3] - Efforts will be made to optimize consumption functions and infrastructure to encourage consumer willingness and investment [3] Group 4: Market Integration and Competition - The national unified market construction has shown significant results, with inter-provincial trade sales accounting for 40.4% of total sales revenue, up by 0.6 percentage points year-on-year [4] - The NDRC will develop an action plan to further advance the construction of a unified national market [4] - The NDRC emphasizes the need to manage competition effectively, particularly in emerging sectors, while preventing blind following and excessive competition [5][6] Group 5: Private Sector Participation - The NDRC plans to accelerate the establishment of new policy financial tools to encourage greater participation of private enterprises in major national projects, particularly in the nuclear power sector [8] - There will be a focus on improving pricing mechanisms in transportation and energy sectors to enhance investment returns [8] - The NDRC will maintain regular communication with private enterprises to address challenges and promote healthy development [8]

Core Viewpoint - The National Development and Reform Commission (NDRC) is actively implementing measures to stabilize the economy and promote consumption, with significant funding allocations and policy initiatives aimed at enhancing domestic demand and supporting various sectors [3][5][8]. Funding and Investment - The fourth batch of 690 billion yuan in "national subsidies" will be allocated in October, completing the annual target of 300 billion yuan in funding [2][3]. - The "two重" construction project list totaling 800 billion yuan has been fully allocated, with 735 billion yuan of central budget investment also largely disbursed [4][5]. Economic Performance - In the first half of the year, China's retail sales of consumer goods grew by 5% year-on-year, significantly driven by the "old-for-new" consumption policy, with home appliances and audio-visual equipment sales increasing by 30.7% and communication equipment sales by 24.1% [3]. - Domestic demand contributed 68.8% to GDP growth, showcasing strong resilience in the economy [7]. Employment and Consumption Initiatives - The NDRC plans to introduce measures to stabilize employment and the economy, ensuring policy continuity and flexibility to convert external pressures into internal growth drivers [8]. - There will be a focus on enhancing consumer capacity and promoting service consumption, particularly in cultural tourism, sports events, and essential services like healthcare and childcare [10]. Market Development - The NDRC reported a 40.4% share of inter-provincial trade sales in total sales revenue, reflecting a 0.6 percentage point increase year-on-year, and an 18.2% year-on-year growth in cross-provincial electricity trading [12]. - The commission aims to deepen market-oriented reforms and improve the national unified electricity market system, while also addressing issues of disorderly competition among enterprises [16]. Private Sector Engagement - The NDRC is set to accelerate the establishment of new policy financial tools to encourage greater participation of private enterprises in major national projects, particularly in the nuclear power sector [18].

Group 1 - The core viewpoint emphasizes the need for better coordination between effective markets and proactive government in advancing the construction of a unified national market [1] - In terms of revitalizing existing resources, the focus will be on capacity governance in key industries [1] - The approach in emerging fields will encourage innovation and moderate competition while firmly opposing blind following and chaotic market behaviors [1] Group 2 - Traditional sectors will prioritize innovation-driven transformation and upgrading to prevent low-level, homogeneous, and repetitive construction [1] - There will be an increased effort to eliminate "involution-style competition" [1] - The principle of moderate advancement will be upheld, ensuring that infrastructure is built and utilized effectively to maximize multiple benefits [1]

Group 1 - The National Development and Reform Commission (NDRC) is committed to advancing the construction of a unified national market through effective measures and action plans [1] - Key areas of focus include institutional construction, ensuring unified property rights protection, market access, fair competition, social credit, and quality standards [1] - The NDRC aims to deepen the market-oriented allocation of factors, improve the national unified electricity market system, and foster a unified data market [1] Group 2 - The NDRC will establish a regular mechanism for problem collection, verification, interviews, and notifications, with severe accountability for serious negative cases [2]

Group 1 - The National Development and Reform Commission (NDRC) aims to deepen the market-oriented reform of factor allocation and improve the national unified electricity market system [1] - The NDRC plans to cultivate a national integrated data market and promote the construction of a unified and open transportation market [1] - The NDRC will regulate disorderly competition among enterprises, advance capacity governance in key industries, and standardize bidding processes [1] Group 2 - The NDRC emphasizes the importance of fair examination of bidding results and the regulation of local investment promotion behaviors [1] - There will be a focus on enhancing the disclosure of investment promotion information and conducting thorough actions to clear market access barriers [1]

Hot News - The State Council executive meeting chaired by Li Qiang emphasized focusing on the annual development goals, enhancing macro - policy effectiveness, and stimulating the endogenous driving force of economic development [3] - The National Development and Reform Commission's 2025 H1 situation briefing meeting stressed promoting the construction of a unified national market, reforming the tendering and bidding system, and promoting the healthy development of the private economy [3] - The spokesperson of the Ministry of Commerce hoped that the EU would maintain market openness and provide a fair business environment for Chinese enterprises [3] - In July, affected by factors such as the traditional off - season in manufacturing and natural disasters, the PMI dropped to 49.3%, down 0.4 percentage points from the previous month. The non - manufacturing and comprehensive PMI output indexes were 50.1% and 50.2% respectively, down 0.4 and 0.5 percentage points, but still above the critical point [3] - US inflation data for June slightly exceeded expectations. The core PCE price index rose 0.3% month - on - month and 2.8% year - on - year, and the overall PCE index rose 0.3% month - on - month and 2.6% year - on - year, complicating the Fed's interest - rate cut path [4] Sector Performance Key Attention - Key sectors to focus on include coking coal, polysilicon, glass, soda ash, and alumina [5] Night - session Performance - The night - session performance shows that non - metallic building materials rose 2.79%, precious metals 27.86%, oilseeds 12.26%, non - ferrous metals 20.83%, soft commodities 2.67%, coal - coking - steel - ore 14.40%, energy 3.42%, chemicals 11.76%, grains 1.18%, and agricultural and sideline products 2.83% [5] Sector Positions - The chart shows the changes in commodity futures sector positions in the past five days [6] Performance of Major Asset Classes - In terms of equities, the Shanghai Composite Index fell 1.18% daily, the SSE 50 fell 1.54%, the CSI 300 fell 1.82%, the CSI 500 fell 1.40%, the S&P 500 fell 0.37%, the Hang Seng Index fell 1.60%, the German DAX fell 0.81%, the Nikkei 225 rose 1.02%, and the UK FTSE 100 fell 0.05% [7] - For fixed - income products, the 10 - year Treasury bond futures rose 0.17%, the 5 - year Treasury bond futures rose 0.08%, and the 2 - year Treasury bond futures rose 0.01% [7] - In the commodity category, the CRB commodity index fell 1.79%, WTI crude oil fell 1.11%, London spot gold rose 0.45%, LME copper fell 0.94%, and the Wind commodity index fell 0.58% [7] - Other assets: the US dollar index rose 0.08%, and the CBOE volatility index remained unchanged [7]

Group 1: Economic Developments - The National Development and Reform Commission (NDRC) emphasized the need to deepen the construction of a unified national market and eliminate "involution" competition, promoting smooth flow of factors and healthy development of the private economy [1][2] - In July, the manufacturing Purchasing Managers' Index (PMI) was reported at 49.3%, a decrease of 0.4 percentage points from the previous month, while the non-manufacturing business activity index and composite PMI output index were at 50.1% and 50.2%, respectively, both remaining above the critical point [2] - The National Energy Administration reported that electricity consumption growth stabilized in the first half of the year, with June showing a year-on-year increase of 5.4% [2] Group 2: Company News - Daodaoquan (002852) reported a net profit of 1.81 billion yuan for the first half of 2025, a year-on-year increase of 563.15%, and proposed a cash dividend of 1.76 yuan per 10 shares [4] - Zhengdan Co., Ltd. (300641) announced a net profit of 630 million yuan for the first half of 2025, up 120.35% year-on-year, with a proposed cash dividend of 3 yuan per 10 shares [4] - Zhonghua Equipment announced a significant stock price increase, with a cumulative rise of 33.13% over three trading days, indicating potential market volatility [5] - Xizang Tourism reported a cumulative stock price increase of 135.98% over nine consecutive trading days, warning of potential risks due to rapid price increases [6] - Shenzhou Technology plans to increase its investment in a high-speed optical module production base to 800 million yuan, aiming to meet market demand for high-speed optical communication modules [7] Group 3: Industry Insights - Guotai Junan's report suggests that national-level childcare subsidies are expected to boost dairy product consumption, particularly in the milk powder segment, enhancing the industry's overall performance [8] - CITIC Securities indicates that the photovoltaic industry chain is likely to see a reasonable price recovery and profit restoration, with firms that have product differentiation and brand advantages expected to experience performance rebounds [8]

近日召开的中央财经委员会第六次会议提出，纵深推进全国统一大市场建设，基本要求是"五统 一、一开放"，即统一市场基础制度、统一市场基础设施、统一政府行为尺度、统一市场监管执法、统 一要素资源市场，持续扩大对内对外开放。其中，"统一政府行为尺度""持续扩大对内对外开放"等均为 新的提法。可见，处理好政府与市场、局部与全局、国内与国际的关系，是需要把握好的几组重要关 系。 全国快递揽收快件量平均每天超5亿件，相当于每秒钟有近6000个快递进入寄递渠道；民营企业增 加到5800多万户，比"十三五"时期末增长超过40%；市场准入负面清单事项从151项缩减至106项，4218 件妨碍全国统一市场和公平竞争的规定和做法被集中清理；2025年上半年内需对GDP增长的贡献率达 68.8%，内需特别是消费是上半年经济增长的主动力…… 多部门近期密集发布"十四五"时期我国经济社会发展成就，不同领域的多项数据指向同一命题：全 国统一大市场建设。随着一系列政策举措精准发力，破除隐性壁垒、畅通要素流动、优化制度规则等方 面取得显著成效，全国统一大市场建设效能加速释放，超大规模市场集聚资源、扩大内需、激励创新、 推动增长的作用得到更好发挥 ...