中国机械工业联合会执行副会长 罗俊杰：展望全年，宏观政策与产业政策持续发力、各项改革举措加快推出，将持续利好机械工业的运行与发展，保 持稳中向好的运行态势。 央视网消息：记者8月4日从中国机械工业联合会获悉，今年上半年，我国机械工业经济运行稳中向好，产品产销平稳增长，对外贸易展现韧性，创新活 力加快释放，新质生产力积极发展，产业升级和高质量发展成效显著。 今年上半年，机械工业产业支柱地位稳固提升，截至6月末，机械工业规模以上企业数量达13.6万家，较上年同期增加0.6万家，占全国工业的26.2%。 此外，上半年，机械工业规模以上企业增加值同比增长9.0%，增速高于全国工业和制造业2.6和2个百分点，为稳定经济大盘、提振工业经济发挥积极作用。 不仅如此，机械工业主要涉及的五个国民经济行业大类增加值均实现同比增长。其中，汽车和电气机械行业实现两位数增长，增速分别为11.3%和12.2%。 通用设备、专用设备和仪器仪表行业增速分别为8.3%、3.8%和7.6%。 在产品产销方面，在存量政策与新一轮"两新"政策加力扩围叠加效应下，国内市场需求改善，带动机械工业产销形势整体好于上年。上半年，重点监测 的122种主要产品 ...

Group 1 - The core viewpoint of the articles indicates that the mechanical industry in China is experiencing stable growth in the first half of 2025, with key economic indicators showing positive trends despite facing challenges in the second half [1][3] - The added value of enterprises above designated size in the mechanical industry increased by 9.0% year-on-year, and total profits rose by 9.4%, outperforming national industrial growth rates [1][2] - The strategic emerging industries within the mechanical sector accounted for 82.8% of total revenue and 82.6% of total profits, with significant growth in sectors like new energy equipment and high-end manufacturing [2] Group 2 - The total import and export volume of the mechanical industry reached $597.6 billion, with exports growing by 12.4% year-on-year, resulting in a trade surplus of $334.28 billion [2] - Despite the positive trends, 66% of surveyed companies reported insufficient orders, indicating a potential slowdown in demand and challenges in the external environment [3] - The government is expected to implement policies aimed at stabilizing growth in the mechanical, automotive, and electrical equipment sectors, which may enhance supply capabilities and improve the industry environment [3]

Core Viewpoint - The mechanical industry in China is showing stable growth in the first half of 2025, with key economic indicators expected to maintain a positive trend in the second half despite facing challenges such as insufficient effective demand and price competition [1][3]. Group 1: Economic Performance - In the first half of 2025, the added value of large-scale enterprises in the mechanical industry increased by 9.0% year-on-year, and profits rose by 9.4% [1]. - The total operating revenue of large-scale mechanical enterprises reached 15.3 trillion yuan, a year-on-year increase of 7.8%, outperforming the national industrial growth by 5.3 percentage points [1]. - The total profit amounted to 791.21 billion yuan, with a growth rate of 9.4%, exceeding the national industrial average by 11.2 percentage points [1]. Group 2: Strategic Emerging Industries - Strategic emerging industries continue to drive the mechanical industry's development, with related sectors accounting for 82.8% of operating revenue and 82.6% of total profits [2]. - Key sectors such as new energy equipment, energy-saving and environmental protection equipment, and high-end equipment manufacturing have shown significantly higher growth rates compared to the overall mechanical industry [2]. Group 3: Market Demand and Trade - The domestic market demand has improved, contributing to a better production and sales situation in the mechanical industry, with automobile production and sales reaching 15.62 million and 15.65 million units, respectively, representing year-on-year growth of 12.5% and 11.4% [2]. - The total import and export value of the mechanical industry reached 597.6 billion USD, a year-on-year increase of 7.1%, with exports growing by 12.4% to 465.94 billion USD [2]. Group 4: Challenges and Policy Support - Despite the positive trends, 66% of surveyed enterprises reported insufficient orders, indicating a decline in order growth and an increase in short-term orders [3]. - The government is expected to implement policies aimed at stabilizing growth in the mechanical, automotive, and power equipment sectors, focusing on enhancing supply quality and optimizing the industry environment [3].

Market Overview - The Chinese stock market is expected to reach new highs, with continued optimism in financial, growth, and certain cyclical sectors [1][12] - The US stock indices experienced their largest gains since May 27, driven by investor buying on dips and speculation about a potential interest rate cut in September [4][12] - Major technology stocks showed strong performance, with Nvidia up 3.6%, Meta up 3.5%, and Google up 3.1% [4] Economic Indicators - The People's Bank of China reported a net liquidity injection of 100 billion yuan through MLF and 200 billion yuan through reverse repos [5] - In July, wholesale sales of new energy passenger vehicles in China reached 1.18 million units, a year-on-year increase of 25% [5] Company Announcements - Aowei New Materials announced that its stock will resume trading on August 5, 2025, with no significant changes in its fundamentals [8] - China Shipbuilding Industry Corporation plans to absorb China Shipbuilding Heavy Industry Company, which may lead to the latter's stock being delisted [9][10] - Kweichow Moutai reported a total share buyback of 3.45 million shares, amounting to 5.301 billion yuan [11]

Core Insights - The mechanical industry in China experienced a year-on-year growth of 9% in added value for large-scale enterprises in the first half of the year, surpassing the national industrial and manufacturing growth rates by 2.6 and 2 percentage points respectively [1] - The automotive and electrical machinery sectors led this growth with increases of 11.3% and 12.2% respectively [1] Economic Performance - Large-scale enterprises in the mechanical industry achieved operating revenue of 15.3 trillion yuan, reflecting a year-on-year growth of 7.8%, which is 5.3 percentage points higher than the national industrial average [1] - Total profit reached 791.21 billion yuan, marking a year-on-year increase of 9.4% [1] Emerging Industries - Strategic emerging industries within the mechanical sector saw revenue and profit growth rates that exceeded the overall mechanical industry by 1.3 and 5.4 percentage points respectively, accounting for 82.8% and 82.6% of the mechanical industry's total [1] - These figures represent an increase of 1 and 3.9 percentage points compared to the same period last year [1] Foreign Trade - The mechanical industry recorded a total goods trade import and export value of 597.6 billion USD, with a year-on-year growth of 7.1%, and exports increased by 12.4% [1] Product Production and Sales - Among 122 key monitored products in the mechanical industry, 84 products saw a year-on-year increase in production, representing 68.9% of the total, which is an increase of 7.4 percentage points from the previous year [2] - Notably, the production of generator sets and industrial robots grew by 60.5% and 35.6% respectively [2]

Core Viewpoint - The mechanical industry in China is experiencing stable growth in the first half of 2025, with positive economic indicators and resilience in foreign trade, expected to continue this trend in the second half of the year with a projected annual growth rate of around 5.5% [1][6]. Economic Indicators - The number of large-scale enterprises in the mechanical industry reached 136,000 by the end of June, an increase of 6,000 year-on-year, accounting for 26.2% of the national industrial total, up 0.4 percentage points from the previous year [1]. - Total assets in the mechanical industry amounted to 40.4 trillion yuan, a year-on-year increase of 6.6%, representing 22% of the national industrial total, up 0.3 percentage points from the previous year [1]. - The added value of large-scale enterprises in the mechanical industry grew by 9% year-on-year, outperforming the national industrial and manufacturing growth rates by 2.6 and 2 percentage points, respectively [1]. Sector Performance - All five major sectors of the mechanical industry reported year-on-year growth in added value, with the automotive and electrical machinery sectors leading with growth rates of 11.3% and 12.2%, respectively [2]. - In the automotive sector, production and sales reached 15.62 million and 15.65 million units, reflecting year-on-year growth of 12.5% and 11.4% [2]. - The electrical machinery sector saw significant production increases, with generator output rising by 60.5% and solar cell production increasing by 18.2% [2]. Innovation and New Energy - The mechanical industry is focusing on technological innovation and green development, with new energy vehicles (NEVs) showing rapid growth, with production and sales reaching 6.968 million and 6.937 million units, respectively, up 41.4% and 40.3% year-on-year [3]. - The production of wind power units increased by over 70%, contributing significantly to the new energy system [3]. Foreign Trade - The total import and export value of the mechanical industry reached $597.6 billion, a year-on-year increase of 7.1%, with exports growing by 12.4% to $465.94 billion [4]. - The trade surplus was $334.28 billion, up 23.3% year-on-year, accounting for 57.1% of the national trade surplus [4]. Challenges and Future Outlook - Despite the positive trends, the mechanical industry faces challenges such as cautious foreign orders and market demand fluctuations, with 66% of enterprises reporting insufficient orders [4]. - The Ministry of Industry and Information Technology is set to issue growth stabilization plans for the mechanical, automotive, and electrical equipment sectors to enhance supply capabilities and optimize the industry environment [5]. - The long-term support conditions for the mechanical industry remain strong, with expectations for continued stable growth in the second half of the year [6].

Core Insights - The mechanical industry in China showed stable growth in the first half of 2025, with key economic indicators such as value-added and profits increasing by 9.0% and 9.4% year-on-year respectively [1][2][3] - Despite facing challenges such as insufficient effective demand and price competition, the overall economic performance is expected to remain stable in the second half of the year, with a projected growth rate of around 5.5% for major economic indicators [1][3] Economic Performance - The value-added of large-scale enterprises in the mechanical industry grew by 9.0%, outperforming the national industrial and manufacturing growth rates by 2.6 and 2 percentage points [1] - Total operating revenue reached 15.3 trillion yuan, a year-on-year increase of 7.8%, exceeding the national industrial growth by 5.3 percentage points [1] - Total profits amounted to 791.2 billion yuan, reflecting a 9.4% year-on-year growth, which is 11.2 percentage points higher than the national industrial average [1] Strategic Emerging Industries - Strategic emerging industries significantly contributed to the mechanical industry's development, accounting for 82.8% of operating revenue and 82.6% of total profits in the first half of the year [2] - Key sectors such as new energy equipment, energy-saving and environmental protection equipment, and high-end equipment manufacturing showed growth rates above the overall mechanical industry level [2] Market Demand and Trade - The domestic market demand improved, with stable growth in the automotive sector, where production and sales reached 15.62 million and 15.65 million units respectively, marking year-on-year increases of 12.5% and 11.4% [2] - The total import and export value of the mechanical industry was 597.6 billion USD, a year-on-year increase of 7.1%, with exports growing by 12.4% to 465.94 billion USD [2] - The trade surplus reached 334.28 billion USD, up 23.3% year-on-year, representing 57.1% of the national trade surplus [2] Challenges and Policy Support - A significant 66% of surveyed enterprises reported insufficient orders, with trends indicating a decline in order growth and an increase in short-term orders [3] - Despite the challenges, macroeconomic and industrial policies are being strengthened to enhance supply capabilities and optimize the industry environment [3] - The overall assessment indicates that the strategic opportunities for the mechanical industry outweigh the risks, with expectations for continued stable economic performance in the second half of the year [3]

罗俊杰称，截至6月末，机械工业规模以上企业数量达13.6万家，较上年同期增加0.6万家，占全国工业 的26.2%，占比较上年同期提高0.4个百分点；资产总计达40.4万亿元，同比增长6.6%，占全国工业的 22.0%，占比较上年同期提高0.3个百分点。 从上半年机械工业行业发展亮点来看，除绿色转型步伐持续加快，外贸出口保持较快增长外，罗俊杰进 一步表示，战略性新兴产业对机械工业发展的带动作用继续增强。 数据显示，上半年，机械工业战略性新兴产业相关行业合计实现营业收入和利润总额增速分别比全部机 械工业高1.3个百分点和5.4个百分点，占机械工业的比重分别达82.8%和82.6%，占比较上年同期分别提 高1个百分点和3.9个百分点。其中，新能源装备、节能环保装备、高端装备制造等相关产业营业收入和 利润总额增速均明显高于机械工业总体水平。 展望下半年，罗俊杰表示，综合判断，预计下半年机械工业经济运行将延续稳中向好的总体态势，全年 主要经济指标增速在5.5%左右，对外贸易保持基本稳定。 8月4日，中国机械工业联合会发布数据显示，在存量政策与新一轮"两新"政策加力扩围叠加效应下，国 内市场需求改善，带动机械工业产销形势 ...

8月4日，中国机械工业联合会召开2025年上半年机械工业经济运行情况发布会。今年上半年，机械工业 规模以上企业增加值同比增长9.0%。实现营业收入15.3万亿元，同比增长7.8%；实现利润总额7912.1亿 元，同比增长9.4%，增速比全国工业高11.2个百分点。 中国机械工业联合会副会长、新闻发言人罗俊杰透露，工信部即将印发机械、汽车、电力装备等行业稳 增长工作方案，为机械工业发展注入强劲动力，推动其实现质的有效提升和量的合理增长，助力行业延 续稳中向好的发展态势。 机械工业规模以上企业利润增长9.4% 上半年，机械工业主要经济指标较快增长，为实现全年目标打下了良好基础。罗俊杰介绍，上半年，机 械工业规模以上企业增加值同比增长9.0%，增速高于全国工业和制造业2.6和2个百分点，为稳定经济大 盘、提振工业经济发挥积极作用。 机械工业主要涉及的五个国民经济行业大类增加值均实现同比增长。数据显示，汽车和电气机械行业实 现两位数增长，增速分别为11.3%和12.2%，引领机械工业的增长；通用设备、专用设备和仪器仪表行 业增速分别为8.3%、3.8%和7.6%。 在存量政策与新一轮"两新"政策加力扩围叠加效应下，国 ...

记者8月4日从中国机械工业联合会获悉，2025年上半年，我国机械工业经济运行稳中向好，产品产销平 稳增长，对外贸易展现韧性，创新活力加快释放，新质生产力积极发展，产业升级和高质量发展成效显 著。 2025年上半年，机械工业产业支柱地位稳固提升。截至6月末，机械工业规模以上企业数量达13.6万 家，较上年同期增加0.6万家，占全国工业的26.2%。 此外，上半年，机械工业规模以上企业增加值同比增长9.0%，增速高于全国工业和制造业2.6和2个百分 点，为稳定经济大盘、提振工业经济发挥积极作用。 不仅如此，机械工业主要涉及的5个国民经济行业大类增加值均实现同比增长。其中，汽车和电气机械 行业实现两位数增长，增速分别为11.3%和12.2%。通用设备、专用设备和仪器仪表行业增速分别为 8.3%、3.8%和7.6%。 罗俊杰表示，近期，工业和信息化部即将印发机械、汽车、电力装备等行业稳增长工作方案。着力提升 优质供给能力，优化行业发展环境，推动行业实现质的有效提升和量的合理增长。综合判断，预计下半 年，机械工业经济运行将延续稳中向好的总体态势，全年主要经济指标增速在5.5%左右，对外贸易保 持基本稳定。 国家税务总局 ...