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7月份CPI环比上涨0.4% “政策+消费”激发市场活力涌动
Yang Shi Wang· 2025-08-09 08:04
Group 1: Consumer Price Index (CPI) Trends - In July, the Consumer Price Index (CPI) increased by 0.4% month-on-month, reversing the previous month's decline and exceeding seasonal levels by 0.1 percentage points, indicating positive changes in consumer prices [3] - Service prices rose by 0.6% month-on-month, contributing over 60% to the total CPI increase, driven by the peak travel season with significant price hikes in airfare (17.9%), tourism (9.1%), and hotel accommodation (6.9%) [3] - The core CPI, excluding food and energy, increased by 0.8% year-on-year, marking the highest growth since March 2024, reflecting a stable demand environment [9] Group 2: Producer Price Index (PPI) Developments - The Producer Price Index (PPI) decreased by 0.2% month-on-month in July, but the decline was less severe than in previous months, marking the first narrowing of the decline since March [10][11] - The improvement in PPI was attributed to enhanced market competition and supply-demand relationships in various industries, particularly in coal, steel, and photovoltaic sectors, which saw reduced price declines [13] - Positive price changes in industrial products were noted, driven by macroeconomic policies and increased demand for upgraded consumer goods, with notable price recoveries in aircraft manufacturing and wearable technology [15]
“反内卷”政策效果初显 7月煤炭、光伏等行业价格环比降幅收窄
Jing Ji Guan Cha Wang· 2025-08-09 06:41
8月9日,国家统计局公布的数据显示,7月PPI(全国工业生产者出厂价格指数)环比下降0.2%,降幅较上 月收窄0.2个百分点,这是今年3月以来环比降幅首次收窄。 具体来看,7月,煤炭开采和洗选业、黑色金属冶炼和压延加工业、光伏设备及元器件制造、水泥制 造、锂离子电池制造,价格环比降幅比上月分别收窄1.9、1.5、0.8、0.3和0.1个百分点,合计对PPI环比 的下拉影响较上月减少0.14个百分点。 国家统计局城市司首席统计师董莉娟发文解读称,7月国内市场竞争秩序持续优化带动相关行业价格降 幅收窄。全国统一大市场建设纵深推进,煤炭、钢材、光伏、水泥和锂电等行业市场竞争秩序持续优 化。 启铼研究院首席经济学家潘向东表示,7月PPI环比降幅收窄,主要影响因素是一系列"反内卷"政策推动 了周期性行业的产品价格回升,这一点在此前煤炭、钢材、水泥等产品的期货价格走势中已有所体现。 接下来,"反内卷"政策预计会继续推进,但相关行业产品价格后续的波动幅度可能不会像7月这么大, 更多还是受市场供需影响。 张林同时提醒,"反内卷"政策可能更利好头部企业。在落后产能和尾部产能退出过程中,市场会经历产 能出清的阵痛,这些承担政策调 ...
从7月份CPI和PPI看全国消费市场亮点 扩内需政策效应持续显现
Yang Shi Wang· 2025-08-09 06:33
7月份,扩内需政策效应持续显现,消费领域价格继续呈现积极变化。从环比看,CPI由上月下降0.1%转为上涨0.4%,涨幅略高于季节性水平,主要受 服务和工业消费品价格上涨带动。其中,飞机票、旅游、宾馆住宿和交通工具租赁费价格环比涨幅均高于季节性水平。此外,消费需求持续回暖,家用器 具、家庭日用杂品、文娱耐用消费品等价格均有所上涨。从同比看,CPI增速持平,扣除食品和能源价格的核心CPI同比上涨0.8%,涨幅连续3个月扩大,为 2024年3月份以来最高。 卓创资讯研究员曹慧称:"随着国内季节性需求的回升,CPI相关的'菜篮子'商品价格大概率回升,养殖利润空间有望修复,并带动物价整体恢复温和上 行态势。" 受季节性因素叠加国际贸易环境不确定性影响,工业生产者出厂价格指数(PPI)环比下降0.2%,环比降幅比上月收窄0.2个百分点,同比下降3.6%,降 幅与上月相同。值得关注的是,全国统一大市场建设纵深推进,煤炭、钢材、光伏、水泥和锂电等行业市场竞争秩序持续优化,供需关系有所改善,相关行 业价格呈现积极变化。 卓创资讯研究员曹慧称:"PPI方面,受产能结构优化、金融支持新型工业化等政策的出台落地,供应端结构性过剩压力 ...
重要数据发布!环比上涨0.4%
Group 1 - The core viewpoint is that the effects of domestic demand expansion policies are becoming increasingly evident, with the Consumer Price Index (CPI) showing a month-on-month increase of 0.4% in July, reversing a previous decline of 0.1% [1][2] - The core CPI, excluding food and energy prices, rose by 0.8% year-on-year in July, marking the highest increase since March 2024, and the growth rate has expanded for three consecutive months [5][6] - The increase in CPI is primarily driven by rising prices in the service sector and industrial consumer goods, with service prices up 0.6% month-on-month, contributing approximately 0.26 percentage points to the CPI increase [4][5] Group 2 - The Producer Price Index (PPI) decreased by 0.2% month-on-month in July, but the decline has narrowed by 0.2 percentage points compared to the previous month, marking the first contraction in the rate of decline since March [6][8] - Seasonal factors and uncertainties in the international trade environment have led to price declines in certain industries, while domestic market competition continues to improve, resulting in a reduced downward impact on PPI [8][9] - Year-on-year, the PPI fell by 3.6% in July, with the decline remaining consistent with the previous month, indicating some improvement in supply-demand relationships in certain sectors due to ongoing macroeconomic policies [8][9]
专家解读丨全国统一电力市场如何因地制宜?
国家能源局· 2025-08-09 02:30
全国统一电力市场如何因地制宜? ——专访华北电力大学教授 刘敦楠 近日,华北电力大学教授刘敦楠在接受中能传媒记者专访时,深度剖析了"1+6"基础规则体系的里程碑意义、核心支撑 作用及其在平衡全国统一性与地方灵活性方面的创新路径。 中能传媒:"1+6"基础规则体系的正式发布被广泛认为是我国电力市场化改革进程中的一个关键里程碑。您认为 其"里程碑"意义主要体现在哪些方面? 刘敦楠: "1+6"基础规则体系的形成,是全国统一电力市场制度建设由碎片化探索向规范化设计迈进的坚实一步,是我 国电力市场化改革的关键里程碑,其意义体现在以下几个重要方面: 第一 ,这是首次在国家层面构建了一个系统、完整的电力市场规则体系,改变了以往规则分散、碎片化的局 面。"1+6"基础规则体系以《电力市场运行基本规则》作为整个体系的纲领性文件,明确了市场成员权责、交易组织方 式、价格机制、风险防控等核心制度框架。辅以六个基础配套规则,中长期、现货、辅助服务基本规则构成交易体系的 主干,注册、信息披露、计量结算基本规则保障电力市场高效运行,形成了一个相互衔接、相互支撑的规则体系,为电 力市场化改革提供了明确的框架和方向。让电力市场各环节都有规 ...
7月核心CPI同比持续回升,PPI环比降幅收窄
第一财经· 2025-08-09 02:11
Group 1 - The core viewpoint of the article highlights the ongoing effects of domestic demand expansion policies, leading to a rise in the Consumer Price Index (CPI) and a narrowing decline in the Producer Price Index (PPI [3][4][6] - In July, the CPI increased by 0.4% month-on-month, driven by rising prices in services and industrial consumer goods, with service prices up 0.6% and industrial consumer goods prices up 0.5% [4][5] - The core CPI, excluding food and energy, rose by 0.8% year-on-year, marking the highest increase since March 2024, with significant contributions from jewelry prices [4][5] Group 2 - The PPI decreased by 0.2% month-on-month, but the decline was less than the previous month, marking the first narrowing of the month-on-month decline since March [6][7] - Seasonal factors and uncertainties in the international trade environment contributed to price declines in certain industries, such as construction materials and electricity generation [6][7] - Year-on-year, the PPI fell by 3.6%, with some industries experiencing price increases due to improved supply-demand relationships and ongoing macroeconomic policies [8]
不折不扣落实减税降费
Sou Hu Cai Jing· 2025-08-08 22:16
Group 1 - The cumulative tax cuts and fee reductions in China from 2021 to the first half of this year reached 9.9 trillion yuan, expected to reach 10.5 trillion yuan by the end of this year, with an average annual increase of over 2 trillion yuan [1] - Tax cuts and fee reductions are crucial for reducing the burden on enterprises and stimulating market vitality, allowing more funds for reinvestment and enhancing the multiplier effect of investments [1][2] - Structural tax cuts aim to allocate more funds to critical areas for national development, better serving the construction of a modern industrial system [1] Group 2 - The structural tax cuts particularly support the manufacturing sector, with measures like lowering VAT rates and increasing VAT refunds, contributing to the growth of manufacturing [2] - From 2021 to 2024, the sales revenue of manufacturing enterprises is expected to maintain around 29% of total enterprise revenue, significantly supporting economic growth [2] - High-end and intelligent manufacturing are progressing steadily, with annual sales revenue growth rates of 9.6% and 10.4% for equipment manufacturing and high-tech manufacturing, respectively [2] Group 3 - Continued implementation of tax and fee preferential policies is essential, with departments relying on tax data to accurately identify beneficiaries and improve service mechanisms [3] - There is a need to optimize tax and fee systems to support technological innovation and manufacturing development, including policies for basic research and technology transfer [3] - Tax incentives should guide social funds towards research and production in modern industries, particularly in new energy, new materials, electronic information, and robotics [3]
为各类经营主体“破壁清障”——纵深推进全国统一大市场建设观察
Ren Min Ri Bao· 2025-08-08 06:48
Group 1 - The article discusses the challenges faced by companies in entering local markets due to local protectionism and administrative barriers, such as "directory lists" and "exclusive agreements" [2][4][5] - Companies like Li Yan's educational company and Chen Fei's electric vehicle charging station company experienced difficulties in participating in local tenders due to restrictive requirements imposed by local authorities [4][5][6] - The implementation of the "Fair Competition Review Regulations" in 2024 aims to eliminate these barriers and promote a more equitable market environment [6][7] Group 2 - The article highlights the success of remote and cross-regional bidding processes, which have increased competition and reduced costs for companies participating in government procurement [11][12][17] - The introduction of remote bidding has led to a significant increase in the participation of external companies, with the proportion of external bidders in Beihai rising from 58% to 83% [17] - The article emphasizes the positive impact of these reforms on local businesses, leading to improved service quality and customer satisfaction [8][10] Group 3 - The establishment of the Deep-Shan Special Cooperation Zone has facilitated the relocation of companies like Good Brothers Electronics, providing them with favorable policies and infrastructure [18][19] - The cooperation zone has seen significant economic growth, with a 40% increase in GDP and a 77.3% rise in industrial output value in the first quarter of 2024 [20] - The concept of "reverse flying land" has emerged, allowing companies from the Pearl River Delta to establish operations in less developed regions, fostering innovation and collaboration [21][22] Group 4 - The article illustrates the success of the Guangxi Zhongke Huari Microelectronics Company, which benefited from the "reverse flying land" model, leading to substantial revenue growth [22][23] - The collaboration between Shenzhen and Nanning has resulted in over 100 companies being incubated, enhancing the regional innovation ecosystem [23]
中国经济微观察 纵深推进全国统一大市场建设 让群众和企业更加有感有得
Ren Min Wang· 2025-08-08 05:21
在长三角地区,一家主营智能装备制造的企业曾面临诸多难题。过去,由于区域间市场分割,企业在不 同省份拓展业务时,遭遇资质认定不互认、地方保护等障碍,不仅增加了运营成本,还限制了市场拓展 速度。 随着全国统一大市场建设的推进,情况得到显著改善。各地逐步打破壁垒,企业凭借自身技术优势,顺 利在多个地区布局,市场份额不断扩大,研发投入也得以增加,形成了良性循环。 前不久,中央财经委员会第六次会议对纵深推进全国统一大市场建设作出全面部署,明确其基本要求 为"五统一、一开放",其中新增了"统一政府行为尺度"的内容。 中国宏观经济研究院经济研究所副所长、研究员郭丽岩做客经济高质量发展专家谈时,对这一要求进行 了深入解读。她表示,"统一政府行为尺度"尤为关键,其并非限制地方发展的积极性,而是划定行 为"底线",强调政府在市场建设中要"有所为""有所不为"。 具体而言,"有所为"是指政府要主动作为,不断建设法治经济、信用经济,完善市场规则并引导经营主 体共同遵守;通过坚决惩治腐败、保障公共安全等举措优化市场环境,着力矫正市场失灵现象,规范市 场竞争秩序,努力使全国统一大市场成为各类经营主体公平竞争的广阔舞台。 "有所不为"则强 ...
市政协召开党组(扩大)会议
Guang Zhou Ri Bao· 2025-08-08 01:45
Core Viewpoint - The meeting emphasizes the need for a higher political stance in planning Guangzhou's "15th Five-Year" development, focusing on integrating Xi Jinping's important speeches and directives into the planning process [2][3] Group 1: Strategic Planning - The meeting aims to enhance the understanding of Xi Jinping's important speeches and directives to improve political positioning and contribute to the "15th Five-Year" planning for Guangzhou [2] - There is a focus on identifying key content through critical thinking and systematic research on strategic issues affecting Guangzhou's long-term development [2] Group 2: Urban Development and Citizen Engagement - The meeting highlights the importance of the "People's City" concept to revitalize the old city, emphasizing the need for citizen participation in urban construction and social governance [3] - It aims to deepen platforms for public proposals and democratic consultation, allowing more citizens to engage in the city's high-quality development [3] Group 3: Implementation and Accountability - The meeting stresses the importance of translating educational outcomes into current key tasks, ensuring that the work aligns with the directives of the municipal government [3] - There is a call for all members of the political consultative conference to take responsibility and actively participate in pandemic prevention and disaster management efforts [3]