中共中央政治局4月25日召开会议，分析研究当前经济形势和经济工作。中共中央总书记习近平主持会 议。 会议指出， 要坚持稳中求进工作总基调，完整准确全面贯彻新发展理念，加快构建新发展格局，统筹 国内经济工作和国际经贸斗争，坚定不移办好自己的事 ，坚定不移扩大高水平对外开放，着力稳就 业、稳企业、稳市场、稳预期，以高质量发展的确定性应对外部环境急剧变化的不确定性。 衔接。持续抓好安全生产和防灾减灾等各项工作。 会议指出，要不断完善稳就业稳经济的政策工具箱，既定政策早出台早见效，根据形势变化及时推出增 量储备政策，加强超常规逆周期调节，全力巩固经济发展和社会稳定的基本面。 会议强调， 要加紧实施更加积极有为的宏观政策，用好用足更加积极的财政政策和适度宽松的货币政 策。加快地方政府专项债券、超长期特别国债等发行使用。兜牢基层"三保"底线 。 适时降准降息， 保 持流动性充裕，加力支持实体经济。创设新的结构性货币政策工具，设立新型政策性金融工具，支持科 技创新、扩大消费、稳定外贸等。强化政策取向一致性。 会议指出，要提高中低收入群体收入，大力发展服务消费，增强消费对经济增长的拉动作用。尽快清理 消费领域限制性措施，设立 ...

Group 1 - The core theme of the book "Shenzhen 2035: Outlook on Shenzhen's Modernization in the Chinese Style" is to review Shenzhen's 45 years of development and to project its future towards 2035, focusing on Shenzhen's role in leading the "three new" (new development stage, new development concept, new development pattern) [1][2] - The book proposes specific strategies such as "comprehensive upgrading of Shenzhen's soft infrastructure" and "promoting deep cooperation between Shenzhen and Hong Kong" as part of its strategic direction [1][2] - A novel concept introduced in the book is the "region-embedded world-class economic platform," which aims to create conditions for attracting high-quality capital and talent to a region, ensuring they remain engaged and invested [1][2] Group 2 - The creation of the book took two years, utilizing the "dual-zone drive" strategy of Shenzhen as a framework, and involved field research and international benchmarking to analyze Shenzhen's development logic since the reform and opening-up [2] - The book innovatively quantifies the definition of "high-quality development highland" and transforms the "region-embedded world-class economic platform" concept into assessable urban governance indicators, exploring new forms of social governance [2] - This book is the first in a trilogy on Shenzhen research, with the second volume focusing on "crossing the 'middle-income trap' and advancing Chinese-style modernization: Shenzhen's role and responsibility," and the third volume addressing "the principles of economic leveling and Shenzhen's development practices" [2]

Economic Overview - Guangdong's GDP for Q1 2025 reached 33,525.51 billion yuan, with a year-on-year growth of 4.1% [1] - The primary industry added value was 934.45 billion yuan (3.3% growth), the secondary industry was 12,002.53 billion yuan (3.7% growth), and the tertiary industry was 20,588.53 billion yuan (4.3% growth) [1] Industrial Performance - Industrial production showed steady growth, with the added value of large-scale industries increasing by 3.9%, accelerating by 1.1 percentage points compared to January-February [1] - Advanced manufacturing and high-tech manufacturing sectors grew by 5.9% and 5.3%, respectively, outpacing the overall industrial growth [1] - Production of high-tech products surged, with new energy vehicles, lithium-ion batteries for energy storage, industrial robots, and service robots increasing by 29.9%, 83.5%, 31.3%, and 10.8% respectively [1] Service Sector Growth - The added value of the service sector grew by 4.3%, accelerating by 1.5 percentage points compared to the previous year [2] - Key sectors such as information transmission, software and IT services, transportation, and finance saw growth rates of 7.4%, 7.1%, and 6.1% respectively, exceeding the overall service sector growth [2] - Revenue from large-scale service enterprises increased by 7.5%, with notable growth in transportation, IT services, and cultural sectors [2] Investment Trends - Fixed asset investment decreased by 6.2%, but the decline narrowed by 2.2 percentage points compared to January-February [2] - Infrastructure investment grew by 3.9%, with significant increases in railway and power supply investments at 11.0% and 8.9% respectively [2] - Industrial investment accounted for 38.0%, with automotive manufacturing investment soaring by 41.0% [2] Consumer Market Dynamics - Retail sales of consumer goods increased by 2.5%, with a notable acceleration in March at 5.8% [3] - Urban retail sales grew by 2.7%, while rural retail sales saw a modest increase of 0.5% [3] - Sales of upgraded and essential goods performed well, with significant growth in categories such as food, sports equipment, and daily necessities [3] Price Stability - The Consumer Price Index (CPI) fell by 0.4% year-on-year, with a slight decrease of 0.5% in March [4] - The Producer Price Index (PPI) decreased by 1.0%, with a 2.0% drop in the Industrial Producer Purchase Price Index (IPI) [4] Policy Implications - The Guangdong Provincial Bureau of Statistics indicated that the economy continues to recover, supported by proactive macroeconomic policies [4] - Emphasis on high-quality development and addressing external uncertainties is crucial for sustaining economic momentum [4]

Group 1 - The total number of home appliances replaced through the national recycling program has exceeded 10 million units [2] - This week, 210 listed companies have announced share buybacks and increases in holdings [2] - Financial measures have been introduced to support the high-quality development of the sports industry [2] Group 2 - China has approved 50 cities as demonstration cities for public hospital reform and high-quality development [2] - Support will be provided for private enterprises to participate in the construction of virtual power plants [2] - Shanghai has released 20 measures to support the development of specialized and innovative small and medium-sized enterprises [2]

特朗普的第一个任期，于2018年4月初根据301调查结果对中国发出了加征进口关税的威胁。此后，中美 关税摩擦交错升级，美国于2018年7月6日、8月23日、9月24日和2019年9月1日分四批对累计约3700亿美 元中国进口商品加征了10%~25%的关税。 特朗普1.0关税在2018年引发了"抢出口效应"。据中方统计，当年，中国出口（美元口径，下同）增长 9.9%，增速较上年加快2.0个百分点。其中，对美国出口增长10.8%，较出口平均增速高出0.9个百分 点。同期，由于中国进口增长15.8%，快于出口增速，进出口顺差减少16.4%，其中对美贸易顺差增长 16.7%。 文/ 中银证券全球首席经济学家 管涛 从2019年的经验看，关税冲击不一定表现为中国整体贸易顺差下降，而 是在顺差可能扩大的情况下，通过出口和进口两个渠道影响或反映中国经 济运行。我们需早做准备，并变压力为动力，加快经济转型和政策调整。 现在外部环境更趋复杂严峻，将倒逼中国加快推进相关改革与调整：一是 加快构建新发展格局；二是转变外贸发展方式；三是强化宏观政策的民生 导向，将外部打压遏制的压力转变成集中精力做好自己事情的动力。 美国政府换届一个 ...

国家发展改革委主任郑栅洁主持召开座谈会，听取民营企业对当前宏观经济形势的意见建议。 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 国家发展改革委副秘书长、综合司司长袁达，副秘书长、办公厅主任吴亚峰，民营局主要负责同志参会。 来源：国家发展改革委网站 责编：万健祎 校对： 吕久彪 为深入贯彻习近平总书记在民营企业座谈会上的重要讲话精神，全面落实党中央、国务院决策部署，2025年4 月8日早晨，国家发展改革委主任郑栅洁主持召开座谈会，邀请江苏天合光能、浙江中基宁波、广东领益智 造、北京滴滴出行、山东歌尔股份等5家民营企业与会，听取宏观政策在微观主体的落实情况及建议，听取应 对美加征关税的举措及建议，听取稳外贸、稳就业的意见及建议。国家发展改革委副主任郑备出席会议。 会上，5位企业负责人结合本企业发展实际和所在行业发展现状，介绍了对国家有关政策举措落实的实际感受 以及企业加快转型升级、应对外部风险挑战等情况，并提出了相关政策建议。与会企业负责人均认为，对美国 加征关税已有准备，正在积极采取应对措施，同时国内发展环境稳定、市场空间广阔，企 ...

Core Viewpoint - The publication of "Selected Works of Xi Jinping on Economics" serves as an authoritative textbook for understanding Xi Jinping's economic thought, which is a crucial part of the broader Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era [1][3][4] Group 1: Xi Jinping's Economic Thought - Xi Jinping's economic thought is a systematic theoretical summary of the practical experiences in economic development during the new era, providing essential tools for promoting high-quality economic development and addressing major risks [2][3][4] - The thought emphasizes the importance of a people-centered approach, stating that the ultimate goal of development is to meet the people's aspirations for a better life [4][5] Group 2: Principles of Scientific Socialism - The thought deepens the understanding of the principles of scientific socialism, particularly regarding the comprehensive development of individuals and the liberation and development of productive forces [5][6] - It highlights the significance of community and global development, addressing issues like wealth disparity and advocating for a shared prosperity model [6][7] Group 3: Cultural Integration - Xi Jinping's economic thought integrates traditional Chinese culture with Marxist political economy, showcasing a unique Chinese perspective on governance and economic development [9][10] - It emphasizes the role of culture as a driving force for economic and social development, advocating for a balance between material and spiritual wealth [12][13] Group 4: Centralized Leadership - The centralized and unified leadership of the Party is identified as a fundamental guarantee for effective economic governance and achieving historical economic accomplishments [14][15][16] - This leadership is crucial for navigating complex domestic and international challenges, ensuring that economic policies align with the overarching goals of modernization and development [16][17] Group 5: New Development Stage - The new development stage marks a significant transition in China's economic journey, emphasizing modernization and the pursuit of common prosperity [19][20] - It introduces a new development paradigm that focuses on domestic circulation while promoting international cooperation, aiming for a balanced and sustainable economic growth model [21][22]

深入学习贯彻习近平经济思想，确保我国经济航船 乘风破浪、行稳致远——学习《习近平经济文选》 第一卷 经济工作是党治国理政的中心工作。党的十八大以来，以习近平同志为核心的党中央不断深化对经 济工作的规律性认识，提出一系列新理念新思想新战略，形成习近平经济思想。近日出版的《习近平经 济文选》第一卷，精选精编收入习近平总书记关于经济建设最重要、最基本的文稿74篇，真实记录了以 习近平同志为核心的党中央观大势、谋全局、干实事，成功驾驭我国经济发展大局的非凡历程和取得的 显著成就，科学总结了新时代推动经济发展的宝贵实践经验，系统反映了习近平经济思想的丰富内涵、 科学体系和原创性贡献。认真学习这部重要著作，对于深入学习贯彻习近平经济思想，推动我国经济高 质量发展、科学应对重大风险挑战、全面建设社会主义现代化国家，具有重要意义。 一、不断回答新时代经济发展的一系列重大理论和实践问题，引领我国经济发展取得历史性成就、 发生历史性变革 中国特色社会主义进入新时代，世界经济和我国经济都面临许多新的重大课题，需要作出科学的理 论回答。习近平总书记立足我国国情和发展实践，深入研究世界经济和我国经济面临的新情况新问题， 揭示新特点新规 ...

贸易政策合规工作进一步加强（锐财经） 在河北唐山港京唐港区集装箱码头，靠泊的轮船正进行装卸货作业。 新华社记者 杨世尧摄 日前，国务院办公厅印发《关于进一步加强贸易政策合规工作的意见》（以下简称《意见》），提出了 一系列重点任务和保障措施。专家分析，《意见》旨在进一步明确贸易政策合规工作指导思想，加强贸 易政策合规工作机制要求，推动建设更高水平开放型经济新体制，加快构建新发展格局，为当前和今后 一个时期开展贸易政策合规工作提供指导。 合规工作取得积极成效 加强贸易政策合规工作是稳步扩大制度型开放的重要手段，是建设更高水平开放型经济新体制的重要内 容。 突出合规主体职责。《意见》强调，在贸易政策制定过程中，政策制定部门应按照"谁制定、谁评估"原 则，对拟出台的政策措施是否合规开展评估。 严格做好合规评估。政策制定部门应严格对照世贸组织规则和中国加入承诺进行评估。 履行合规工作程序。《意见》提出，合规评估应作为贸易政策出台前的必要前置环节。合规评估认为贸 易政策存在与世贸组织规则和中国加入承诺不符风险的，政策制定部门应作必要修改。 回应外方合规关注。《意见》要求，商务部负责接收世贸组织其他成员提出的意见，并协助政 ...