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李强:把做强国内大循环作为推动经济行稳致远的战略之举
证券时报· 2025-05-15 12:47
原标题:李强在做强国内大循环工作推进会上强调 把做强国内大循环作为推动经济行稳致远的战略之举 丁薛祥主持会议 新华社北京5月15日电 5月15日,国务院召开做强国内大循环工作推进会,中共中央政治局常委、国务院 总理李强在会上强调,要深入贯彻习近平经济思想,按照党中央决策部署,深刻认识和准确把握当前经济 形势,把发展的战略立足点放在做强国内大循环上,以国内大循环的内在稳定性和长期成长性对冲国际循 环的不确定性,推动我国经济行稳致远,努力实现高质量发展。 中共中央政治局常委、国务院副总理丁薛祥主持会议。国务院副总理张国清、刘国中,国务委员王小洪、 吴政隆、谌贻琴出席会议。 李强指出,内需为主导、内部可循环是大国经济的独有优势。要围绕加快构建新发展格局,把做强国内大 循环摆到更加突出的位置,统筹实施扩大内需战略和深化供给侧结构性改革,不断提升经济循环的质量和 层次,促进国内市场和国际市场高效联通,以国内大循环更好牵引国际循环。结合现阶段我国发展实际, 做强国内大循环重点要体现在四个方面。一是资源要素的高效配置,进一步消除地方保护和市场分割,深 化要素市场化配置改革,加快推进全国统一大市场建设。二是科技创新和产业创新 ...
李强:把做强国内大循环作为推动经济行稳致远的战略之举
第一财经· 2025-05-15 12:37
李强指出,内需为主导、内部可循环是大国经济的独有优势。要围绕加快构建新发展格局,把做强国 内大循环摆到更加突出的位置,不断提升经济循环的质量和层次。做强国内大循环重点要体现在四个 方面:一是资源要素的高效配置;二是科技创新和产业创新的深度融合;三是产业链供应链的自主完 备;四是供给和需求的动态平衡。 李强指出,要在促进经济持续向好中夯实做强国内大循环的基础。要精准有效帮扶外贸企业,千方百 计稳定就业,深挖潜力提振消费,扩大有效投资,支持地方打造更多发展亮点。要统筹发展和安全, 保持社会大局稳定。 李强强调,各部门各地区要奋发进取、改革创新,充分激发市场活力和社会创造力,在做强国内大循 环中开创发展新局面。 5月15日,国务院召开做强国内大循环工作推进会,中共中央政治局常委、国务院总理李强在会上强 调,要深入贯彻习近平经济思想,按照党中央决策部署,深刻认识和准确把握当前经济形势,把发展 的战略立足点放在做强国内大循环上,以国内大循环的内在稳定性和长期成长性对冲国际循环的不确 定性,推动我国经济行稳致远,努力实现高质量发展。 国家发展改革委、商务部和浙江省政府、江西省政府、甘肃省政府主要负责同志在会上发言。 中共 ...
李强在做强国内大循环工作推进会上强调 把做强国内大循环作为推动经济行稳致远的战略之举 丁薛祥主持会议
Xin Hua She· 2025-05-15 12:29
新华社北京5月15日电 5月15日,国务院召开做强国内大循环工作推进会,中共中央政治局常委、 国务院总理李强在会上强调,要深入贯彻习近平经济思想,按照党中央决策部署,深刻认识和准确把握 当前经济形势,把发展的战略立足点放在做强国内大循环上,以国内大循环的内在稳定性和长期成长性 对冲国际循环的不确定性,推动我国经济行稳致远,努力实现高质量发展。 中共中央政治局常委、国务院副总理丁薛祥主持会议。国务院副总理张国清、刘国中,国务委员王 小洪、吴政隆、谌贻琴出席会议。 李强指出,要聚焦制约经济循环的关键问题和薄弱环节,在促进经济持续向好中夯实做强国内大循 环的基础。要精准有效帮扶外贸企业,切实帮助解决实际困难,有效应对外部冲击。要千方百计稳定就 业,支持企业稳岗,扩大各领域特别是服务业就业,突出解决高校毕业生、农民工等就业。要深挖潜力 提振消费,推动大宗消费更新升级,激发服务消费潜力,放大新兴消费带动效应。要扩大有效投资,加 快资金筹集使用和项目建设,大力促进民间投资。要支持地方打造更多发展亮点,通过科技创新培育产 业亮点,依托特色资源打造品牌亮点。要统筹发展和安全,防范化解各种风险,保持社会大局稳定。 李强强调,各 ...
李强:千方百计稳定就业,深挖潜力提振消费
news flash· 2025-05-15 12:23
金十数据5月15日讯,李强在做强国内大循环工作推进会上强调,把做强国内大循环作为推动经济行稳 致远的战略之举。李强指出,内需为主导、内部可循环是大国经济的独有优势。要围绕加快构建新发展 格局,把做强国内大循环摆到更加突出的位置,不断提升经济循环的质量和层次。做强国内大循环重点 要体现在四个方面:一是资源要素的高效配置;二是科技创新和产业创新的深度融合;三是产业链供应 链的自主完备;四是供给和需求的动态平衡。李强指出,要在促进经济持续向好中夯实做强国内大循环 的基础。要精准有效帮扶外贸企业,千方百计稳定就业,深挖潜力提振消费,扩大有效投资,支持地方 打造更多发展亮点。要统筹发展和安全,保持社会大局稳定。 (新华社) 李强:千方百计稳定就业,深挖潜力提振消费 ...
李强:要围绕加快构建新发展格局 把做强国内大循环摆到更加突出的位置
news flash· 2025-05-15 12:17
李强强调,各部门各地区要奋发进取、改革创新,充分激发市场活力和社会创造力,在做强国内大循环 中开创发展新局面。 李强指出,内需为主导、内部可循环是大国经济的独有优势。要围绕加快构建新发展格局,把做强国内 大循环摆到更加突出的位置,不断提升经济循环的质量和层次。做强国内大循环重点要体现在四个方 面:一是资源要素的高效配置;二是科技创新和产业创新的深度融合;三是产业链供应链的自主完备; 四是供给和需求的动态平衡。 李强指出,要在促进经济持续向好中夯实做强国内大循环的基础。要精准有效帮扶外贸企业,千方百计 稳定就业,深挖潜力提振消费,扩大有效投资,支持地方打造更多发展亮点。要统筹发展和安全,保持 社会大局稳定。 李强:要围绕加快构建新发展格局 把做强国内大循环摆到更加突出的位置 智通财经5月15日电,国务院召开做强国内大循环工作推进会,中共中央政治局常委、国务院总理李强 在会上强调,要深入贯彻习近平经济思想,按照党中央决策部署,深刻认识和准确把握当前经济形势, 把发展的战略立足点放在做强国内大循环上,以国内大循环的内在稳定性和长期成长性对冲国际循环的 不确定性,推动我国经济行稳致远,努力实现高质量发展。中共中央政治 ...
5月15日周四《新闻联播》要闻25条
news flash· 2025-05-15 12:01
Group 1 - Domestic circulation is emphasized as a strategic move to promote stable economic growth [4] - April's national enterprise sales revenue increased by 4.3% year-on-year [6] - Investment in water conservancy construction reached 294.36 billion in the first four months [7] Group 2 - The first international standard for age-friendly digital economy was released, led by China [12] - New investor protection policies were officially announced [13] - The Qianhai Shekou Free Trade Zone experienced an average foreign trade growth of 22% over the past ten years [15]
理论视野 | 统筹增进民生福祉与有效扩大内需
Zhong Yang Ji Wei Guo Jia Jian Wei Wang Zhan· 2025-05-15 00:52
Group 1 - The core viewpoint emphasizes the importance of enhancing people's livelihoods and boosting consumption as essential requirements for responding to public expectations and solidifying the foundation for development [3][4][6] - The transition of China's economy from high-speed growth to high-quality development necessitates a focus on improving living standards and meeting the growing needs of the populace [3][4] - Strengthening social security and improving income distribution are critical for increasing consumer spending and ensuring economic stability [8][9] Group 2 - The need to stimulate domestic demand is highlighted as a strategic focus to enhance economic resilience and autonomy amid complex external challenges [5][7] - The promotion of a vibrant domestic consumption market is crucial for supporting local enterprises and mitigating the impacts of external demand fluctuations [5][7] - The integration of robust social security measures with effective consumption promotion strategies is essential for achieving shared development and advancing towards common prosperity [6][10] Group 3 - Employment expansion and income growth are identified as key methods to enhance residents' income levels and stimulate consumption [7][8] - The optimization of the income distribution system is necessary to ensure a fairer allocation of resources and to support consumption growth [8][9] - Innovative consumption scenarios and targeted subsidies are recommended to boost consumer spending and support the development of the cultural and tourism economy [10]
关税缓和,规模最大的消费ETF(159928)收涨超1%!近60日净流入超13亿元,消费后市怎么看?
Xin Lang Cai Jing· 2025-05-14 09:50
Group 1 - The core viewpoint of the news is that the A-share market is experiencing a collective rise, particularly in the consumer sector, driven by a significant inflow of funds and a reduction in tariffs between China and the United States [1][4]. - The largest consumer ETF (159928) saw a daily increase of 1.22% with a trading volume exceeding 500 million yuan, indicating active trading [1]. - Over the past 60 days, there has been a net inflow of over 1.3 billion yuan into consumer stocks, reflecting strong investor interest [1]. Group 2 - The easing of tariffs between China and the U.S. is expected to benefit export-dependent consumer industries such as home appliances, textiles, and machinery, leading to lower costs and increased orders [4]. - The reduction in import prices is anticipated to stimulate consumption upgrades, while improved monetary policy and housing market expectations are expected to enhance consumer confidence [4]. - The Chinese government is expected to continue supporting domestic demand through subsidies and tax incentives, particularly in sectors like new energy vehicles and smart home products [4]. Group 3 - The food and beverage sector is projected to experience a gradual recovery, with a year-on-year revenue growth of 4.6% in Q1 2025, although this is a slight decline from the previous quarter [5]. - The white liquor segment showed a revenue growth of 1.7% in Q1 2025, indicating resilience during the Spring Festival, while snack foods demonstrated a high growth rate of 81.3% [5]. - Investment strategies are recommended to focus on leading companies in the food and beverage sector, particularly in light of changing macroeconomic expectations [5][6]. Group 4 - The consumer ETF (159928) is highlighted for its strong profit resilience across economic cycles, with the top ten constituent stocks accounting for 67% of the index [9]. - The index's net profit reached 244.66 billion yuan in 2024, marking a historical high with a year-on-year growth of 28.85% [7]. - The current price-to-earnings ratio of the consumer ETF is 20.46, indicating it is at a low valuation compared to the past decade, enhancing its attractiveness for investors [7].
关税战缓和?广东外贸企业已经在直播间找到新大陆
Sou Hu Cai Jing· 2025-05-12 14:36
Group 1 - The core point of the article is the recent easing of trade tensions between China and the U.S., with both countries canceling 91% of their respective tariffs, which has led to a positive market reaction and increased investor expectations for improved trade conditions [1][2] - Despite the temporary relief from tariffs, companies in Guangdong are aware of the ongoing uncertainties in international trade and are shifting focus towards expanding domestic demand and diversifying their business strategies [1][2][4] - Many foreign trade companies in Guangdong are actively exploring new growth avenues, particularly through live-streaming e-commerce, to tap into the vast domestic consumer market [4][21] Group 2 - Guangdong's foreign trade enterprises, once thriving on international orders, are now facing significant challenges due to rising tariffs and trade protectionism, leading to a sharp decline in orders and profit margins [9][12][14] - Companies like DELUX and SHINECON are transitioning from OEM (Original Equipment Manufacturer) to creating their own brands, recognizing the need to move up the value chain and establish brand value in response to the changing market dynamics [13][20] - The rise of live-streaming e-commerce has provided a new sales channel for these companies, allowing them to engage directly with consumers and achieve significant sales growth, with some reporting monthly sales increases of 20% [21][28][30] Group 3 - The article highlights the transformation of companies like SHINECON and OneOdio, which have successfully leveraged live-streaming platforms like Douyin (TikTok) to boost their sales, with SHINECON achieving sales of nearly 20 million yuan during the 618 shopping festival [28][29] - The shift towards domestic markets and the adoption of innovative sales strategies reflect a broader trend among Guangdong's foreign trade companies to adapt to the evolving economic landscape and consumer preferences [20][30] - The overall sentiment among these companies is one of resilience and adaptability, as they prepare for future uncertainties while capitalizing on the opportunities presented by the domestic market [1][14][30]
中美日内瓦经贸会谈联合声明点评:关税缓和出口汇率趋升,提振内需迎来关键机遇
Huafu Securities· 2025-05-12 13:37
Group 1: Trade Relations and Tariff Adjustments - The US has agreed to significantly reduce tariffs on Chinese goods, with 91% of tariffs from two specific executive orders set to be eliminated[2] - A 34% tariff on certain goods will see a 90-day suspension for 24% of it, while 10% will remain in effect[2] - This agreement marks a clear turning point in the US-China trade tensions, indicating a potential easing of the tariff war[2] Group 2: Economic Implications - The US economy is experiencing a short-term boost in domestic demand, despite a cooling GDP growth rate of 1.7 percentage points due to increased imports[3] - The current tariff adjustments are seen as a strategy to buy time for restructuring the US domestic supply chain, rather than a permanent shift in trade policy[3] - China's exports are expected to benefit from the reduced tariff intensity, with April exports showing a strong year-on-year increase of 8.1%[3] Group 3: Currency and Market Reactions - Following the trade talks, both the US dollar and the Chinese yuan experienced a rare simultaneous appreciation, with the dollar index rising by over 1% and the yuan strengthening by nearly 0.5% to around 7.21[3] - The easing of tariffs is anticipated to enhance the activity of China's external production chains and provide more space for key exports to the US[3] Group 4: Long-term Considerations - Despite the current easing, the long-term strategic intent of the US to reshape global supply chains remains, indicating that tariff fluctuations may continue[3] - It is recommended that China leverage the current favorable conditions to stabilize the real estate market and boost domestic consumption, preparing for potential future changes in the tariff environment[3]