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10月1日起全面使用电子发票 全国铁路10月11日起实行新的列车运行图
Yang Shi Wang· 2025-09-30 05:39
优化货物列车开行结构,保障国民经济平稳运行。统筹考虑市场需求、线路能力和装备资源,优化调整货物列车开行方案,安排开行跨铁路局集团公司快 速货运班列208列,较现图增加15列,进一步拓展铁路快捷物流圈,助力畅通国内大循环。增开南京东至增城西、王家营西至龙川北等方向城际班列,城 际班列开行总量达130列;增开广州国际港至榆次、德州至无锡南、金华东至南宁南等方向多式联运班列173列,较现图增加28列。开好跨铁路局集团公司 大宗直达列车,在京九、格库铁路等主要货运通道增开货物列车24列,在大秦、浩吉、瓦日等重载铁路加大万吨列车开行力度,提升冬季电煤保供运输能 力,全力保障国计民生重点物资运输需求。 央视网消息:据中国铁路微信公众号消息,10月11日起,全国铁路实行新的列车运行图,保持客货列车开行规模,优化列车开行结构,安排图定旅客列车 超1.3万列,货物列车超2.3万列,铁路客货运输能力、服务品质和运行效率将进一步提升。 用好今年铁路新增能力,服务区域社会经济发展。利用9月28日开通运营的沈阳至佳木斯高铁沈阳至白河段(以下简称沈佳高铁沈白段),安排开行动车 组列车64列,北京至抚顺、通化、长白山间的铁路旅行时间大幅压 ...
可以像抓生产一样抓消费吗?
Hu Xiu· 2025-09-29 05:47
Core Viewpoint - The article emphasizes the need to shift focus from "grasping production" to "grasping consumption" in economic policy, suggesting that consumption can be managed similarly to production, which is a significant signal in economic work [1][2]. Group 1: Economic Policy and Consumption - The macroeconomic policy for this year has clearly indicated a focus on "promoting consumption" and "investing in people," which is reflected in the consumption and fiscal data since the beginning of the year [1]. - The "14th Five-Year Plan" is expected to explicitly mention the role of consumption in economic growth, indicating a top-level design shift towards prioritizing consumption [1][2]. - The historical success of "grasping production" is attributed to the government's ability to directly supply or regulate production factors such as land, electricity, and financial resources [1][2]. Group 2: Challenges in Grasping Consumption - The article argues that the centralized nature of production makes it easier to implement immediate measures, while consumption is decentralized and harder to manage [2][3]. - There is a distinction between the supply side (enterprises) and the demand side (consumers) in consumption, with the article noting that simply focusing on supply-side quality may not effectively stimulate demand [2][3]. - The phenomenon of "supply creating demand" does not guarantee that focusing solely on high-quality supply will lead to increased consumption [2][3]. Group 3: Consumer Behavior and Market Dynamics - The article highlights that consumer preferences are diverse and fragmented, making it difficult to match supply and demand effectively [4][5]. - High-value consumption is characterized by its detailed and individualized nature, which contrasts with the uniform approach often taken by administrative measures [5][6]. - The current consumption policies tend to be short-term and reactive, lacking the long-term effects needed to sustain consumer demand [6][7]. Group 4: Long-term Strategies for Consumption - To effectively boost consumption, the focus should be on creating a supportive environment rather than imposing short-term performance metrics [7][8]. - The article suggests that fostering a relaxed, diverse, and inclusive social environment is crucial for enabling individuals to express their preferences and interests [8][9]. - The transition from an investment-driven economy to a consumption-driven one is not just an economic shift but also a social revolution, reflecting the vitality and dynamism of society [9].
老字号邂逅新消费 “江津好物”焕新进京拓市场
Sou Hu Cai Jing· 2025-09-25 06:07
9月23日,"老字号焕新·新爆品进京"江津好物神州行北京推介会暨江津电商节在京成功举办。活动旨在推动江津名优特产品,特别是"老字号"品牌,深度融 入国内大循环,借助电子商务链动三产、数字赋能发展,为区域经济高质量发展注入新动能。百余名企业家、行业嘉宾及政府代表齐聚一堂,共话合作新机 遇。 活动现场气氛热烈。重庆市江津区委副书记、区长赵光平在致辞中介绍了江津富集的文旅资源与发展成果,并代表江津人民向北京市民发出热情邀请。重庆 市政府驻北京办事处党组书记、主任刘晟表示,驻京办将积极发挥桥梁作用,支持江津用好首都资源,让更多"江津造""重庆造"产品走向更广阔市场。人民 日报数字传播公司董事长吴绮敏提出,将依托其电子阅报栏等屏媒矩阵的传播优势,助力"江津好物"实现从"流量"到"销量"的转化。 重庆市江津区委副书记、区长赵光平致辞 重庆市政府驻北京办事处党组书记、主任刘晟致辞 人民日报数字传播公司董事长吴绮敏致辞 品牌引领:发布区域公用品牌"一江津彩" 推介会上一大亮点是江津农产品区域公用品牌"一江津彩"的正式发布,为地方经济发展再添一张亮丽名片。中国农业大学教授赵桂慎就"富硒功能农业发展 方向与策略"作了专题分享,为 ...
为什么要纵深推进全国统一大市场建设?
Sou Hu Cai Jing· 2025-09-21 21:18
纵深推进全国统一大市场建设是进一步全面深化改革、构建高水平社会主义市场经济体制的迫切需要。当前,我 国市场体系仍不健全,部分市场发育还不充分,现实中扭曲市场机制、破坏公平规则、扰乱竞争秩序等问题仍然 存在。只有纵深推进全国统一大市场建设,统一基础制度规则,不断扩大市场配置资源范围,才能充分发挥市场 在资源配置中的决定性作用、更好发挥政府作用,形成既"放得活"又"管得住"的经济秩序,推动社会主义市场经 济体制不断向更加系统完备、更加成熟定型的高水平阶段迈进。 纵深推进全国统一大市场建设是有效应对外部风险挑战、赢得国际竞争主动权的战略举措。当前,国际经贸环境 发生深刻变化,不确定性加剧。我国作为全球最大的实物消费市场和最具成长性的超大规模市场,必须通过构建 全国统一大市场,充分挖掘内需潜力,依托规模优势、纵深空间和回旋余地,不断增强国内大循环内生动力,以 国内大市场的确定性,有效对冲国际市场的不确定性。 来源:求是网 习近平总书记在今年7月召开的中央财经委员会第六次会议上对纵深推进全国统一大市场建设作出重大战略安排。 当前,百年未有之大变局加速演进,世界进入新的动荡变革期。我国正处于转变发展方式、优化经济结构、转 ...
专访浙商证券首席经济学家李超:目前是结构性牛市,信息杠杆使投资者入市速率变快
Zheng Quan Shi Bao· 2025-09-15 13:39
Group 1: Economic Trends - The manufacturing investment has maintained a relatively high growth rate, indicating positive changes in economic structure adjustment [1][2] - The current economic state is better described as economic development rather than just economic growth rate, with a focus on transitioning from real estate to manufacturing [2][3] - The August PMI data showed a slight increase of 0.1 percentage points, but it has not fully returned to the expansion zone, highlighting the ongoing economic recovery [2] Group 2: Consumption and Investment - Consumption has consistently outperformed investment in recent years, although there are concerns about the sustainability of this trend due to government policies [2][3] - Real estate and infrastructure investments are relatively weak, while manufacturing investment continues to show strong growth, reflecting structural adjustments [2][3] - The external demand remains strong due to China's competitive export products, which are of good quality and reasonably priced [2] Group 3: Domestic Circulation and Consumer Behavior - Insufficient domestic demand is a significant challenge for economic operation, linked to consumer income and savings behavior [3] - The government has implemented measures to stimulate consumption, such as trade-in policies, and is shifting focus from green initiatives to smart consumption [3] Group 4: Market Dynamics - The current A-share market is characterized as a structural bull market driven primarily by liquidity rather than a broad market rally [6] - Information leverage has accelerated the rate at which investors enter the market, influenced by social interactions and media [6][7] - The phenomenon of retail investors re-engaging in the market indicates a potential shift in market dynamics as the bull market progresses [7]
8月份国民经济运行稳中有进
Chang Jiang Shang Bao· 2025-09-15 09:13
Economic Overview - In August, the national economy maintained overall stability with steady progress, supported by stable production demand, employment, and prices [1][3][4] - Industrial production showed rapid growth, with the industrial added value for large-scale enterprises increasing by 5.2% year-on-year and 0.37% month-on-month in August [1] - The manufacturing purchasing managers' index (PMI) was at 49.4%, a slight increase of 0.1 percentage points from the previous month, indicating a stable manufacturing sector [1] Service Sector - The service sector experienced robust growth, with the service production index rising by 5.6% year-on-year in August [1] - Online retail sales reached 99.828 billion yuan, reflecting a year-on-year growth of 9.6% [1] Investment Trends - Fixed asset investment (excluding rural households) totaled 326.111 billion yuan from January to August, showing a year-on-year increase of 0.5% [2] - Manufacturing investment grew rapidly, while private investment saw a decline of 2.3% year-on-year [2] Trade Performance - In August, the total value of goods imports and exports was 38,744 billion yuan, marking a year-on-year increase of 3.5% [2] - Exports amounted to 23,035 billion yuan, up by 4.8%, while imports were 15,709 billion yuan, increasing by 1.7% [2] Employment and Prices - The urban survey unemployment rate averaged 5.2% from January to August, with a slight increase to 5.3% in August [3] - The Consumer Price Index (CPI) decreased by 0.4% year-on-year in August, while the Producer Price Index (PPI) saw a year-on-year decline of 2.9%, with a narrowing of the decline compared to the previous month [3] Policy and Future Outlook - The government is implementing proactive macro policies to stabilize employment, businesses, and market expectations, aiming for steady economic growth [4] - The overall economic operation is stable, with a focus on high-quality development and addressing external uncertainties [4]
8月份全国规模以上工业增加值同比增长5.2%,环比增长0.37%
Zhong Guo Ji Jin Bao· 2025-09-15 06:54
8月份,社会消费品零售总额为39668亿元,同比增长3.4%。其中,除汽车以外的消费品零售额为35575亿元,增长3.7%。1—8月份,社会消费品零售总额 为323906亿元,增长4.6%。其中,除汽车以外的消费品零售额为292643亿元,增长5.1%。 2025年1—8月份,全国固定资产投资(不含农户)326111亿元,同比增长0.5%。其中,民间固定资产投资同比下降2.3%。从环比看,8月份固定资产投资 (不含农户)下降0.20%。 重磅数据来了! 9月15日,国家统计局公布最新统计数据:8月份,规模以上工业增加值同比实际增长5.2%(增加值增速均为扣除价格因素的实际增长率)。从环比看,8 月份,规模以上工业增加值比上月增长0.37%。 1—8月份,规模以上工业增加值同比增长6.2%。 8月份,社会消费品零售总额39668亿元,同比增长3.4%;环比增长0.17%。按经营单位所在地分,城镇消费品零售额34387亿元,同比增长3.2%;乡村消 费品零售额5281亿元,增长4.6%。按消费类型分,商品零售额35172亿元,增长3.6%;餐饮收入4496亿元,增长2.1%。基本生活类和部分升级类商品销售 增势良 ...
8月份全国规上工业增加值同比增长5.2%
Ke Ji Ri Bao· 2025-09-15 06:31
Economic Overview - In August, the national economy maintained overall stability and progress, with a focus on strengthening macro policy adjustments and promoting a unified national market [1] - The industrial added value above designated size grew by 5.2% year-on-year in August, with mining, manufacturing, and electricity sectors showing growth rates of 5.1%, 5.7%, and 2.4% respectively [1] Industrial Performance - The equipment manufacturing sector's added value increased by 8.1%, while high-tech manufacturing saw a growth of 9.3%, outperforming the overall industrial growth by 2.9 and 4.1 percentage points respectively [1] - From January to August, the industrial added value above designated size grew by 6.2% year-on-year [1] Profitability - From January to July, the total profit of industrial enterprises above designated size reached 40,204 billion yuan, reflecting a year-on-year decline of 1.7% [1] Investment Trends - Fixed asset investment (excluding rural households) reached 326,111 billion yuan from January to August, marking a year-on-year increase of 0.5%, with a 4.2% growth when excluding real estate development investment [2] - Investment in high-tech industries such as information services, aerospace equipment manufacturing, and computer and office equipment manufacturing grew by 34.1%, 28.0%, and 12.6% year-on-year respectively [2]
冠通期货2025年8月宏观经济数据
Guan Tong Qi Huo· 2025-09-15 05:56
1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report In August 2025, under the strong leadership of the Party Central Committee with Comrade Xi Jinping as the core, the national economy maintained a generally stable and progressive development trend. Production and demand were basically stable, employment and prices were generally stable, and new driving forces were cultivated and strengthened [3]. 3. Summary by Relevant Catalogs Industry - In August, the added value of industrial enterprises above designated size increased by 5.2% year - on - year and 0.37% month - on - month. The added value of the mining industry, manufacturing, and the production and supply of electricity, heat, gas, and water increased by 5.1%, 5.7%, and 2.4% year - on - year respectively. The added value of the equipment manufacturing industry and high - tech manufacturing industry increased by 8.1% and 9.3% year - on - year respectively, faster than the overall industrial added value [3]. - From January to August, the added value of industrial enterprises above designated size increased by 6.2% year - on - year. In August, the manufacturing purchasing managers' index was 49.4%, up 0.1 percentage points from the previous month; the enterprise production and operation activity expectation index was 53.7%, up 1.1 percentage points [3]. - From January to July, the total profit of industrial enterprises above designated size was 40204 billion yuan, a year - on - year decrease of 1.7% [3]. Services - In August, the national service industry production index increased by 5.6% year - on - year. The production indexes of information transmission, software and information technology services, finance, and leasing and business services increased by 12.1%, 9.2%, and 7.4% year - on - year respectively, faster than the service industry production index [4]. - From January to August, the national service industry production index increased by 5.9% year - on - year. From January to July, the operating income of service enterprises above designated size increased by 7.4% year - on - year [4]. - In August, the service industry business activity index was 50.5%, up 0.5 percentage points from the previous month; the service industry business activity expectation index was 57.0%, up 0.4 percentage points. Some industries were in the high - level boom range [4]. Consumption - In August, the total retail sales of consumer goods were 39668 billion yuan, a year - on - year increase of 3.4% and a month - on - month increase of 0.17%. The retail sales of urban and rural consumer goods increased by 3.2% and 4.6% year - on - year respectively. The retail sales of goods and catering revenue increased by 3.6% and 2.1% respectively [5]. - From January to August, the total retail sales of consumer goods were 323906 billion yuan, a year - on - year increase of 4.6%. The national online retail sales were 99828 billion yuan, a year - on - year increase of 9.6%. The online retail sales of physical goods were 80964 billion yuan, a year - on - year increase of 6.4%, accounting for 25.0% of the total retail sales of consumer goods [5]. - From January to August, the service retail sales increased by 5.1% year - on - year, with relatively fast growth in cultural and sports leisure services, tourism consulting and leasing services, and transportation services [5]. Investment - From January to August, the national fixed - asset investment (excluding rural households) was 326111 billion yuan, a year - on - year increase of 0.5%. Excluding real estate development investment, it increased by 4.2%. Infrastructure investment increased by 2.0%, manufacturing investment increased by 5.1%, and real estate development investment decreased by 12.9% [6]. - The sales area of newly built commercial housing was 57304 million square meters, a year - on - year decrease of 4.7%; the sales volume was 55015 billion yuan, a year - on - year decrease of 7.3% [6]. - In August, fixed - asset investment (excluding rural households) decreased by 0.20% month - on - month [6]. Import and Export - In August, the total volume of goods imports and exports was 38744 billion yuan, a year - on - year increase of 3.5%. Exports were 23035 billion yuan, an increase of 4.8%; imports were 15709 billion yuan, an increase of 1.7% [7]. - From January to August, the total volume of goods imports and exports was 295696 billion yuan, a year - on - year increase of 3.5%. Exports were 176056 billion yuan, an increase of 6.9%; imports were 119640 billion yuan, a decrease of 1.2% [7]. - From January to August, general trade imports and exports increased by 2.2%, accounting for 63.9% of the total import and export volume. Imports and exports to countries along the Belt and Road increased by 5.4%. Private enterprise imports and exports increased by 7.4%, accounting for 57.1% of the total import and export volume, 2.1 percentage points higher than the previous year [7]. Price - In August, the national consumer price index (CPI) decreased by 0.4% year - on - year and remained flat month - on - month. The core CPI excluding food and energy prices increased by 0.9% year - on - year, with the growth rate expanding by 0.1 percentage points from the previous month [8]. - From January to August, the national consumer price index decreased by 0.1% year - on - year [8]. - In August, the ex - factory price of industrial producers decreased by 2.9% year - on - year, with the decline narrowing by 0.7 percentage points, and remained flat month - on - month; the purchase price of industrial producers decreased by 4.0% year - on - year, with the decline narrowing by 0.5 percentage points, and remained flat month - on - month [8]. Employment - From January to August, the average urban surveyed unemployment rate nationwide was 5.2%. In August, the urban surveyed unemployment rate was 5.3%, up 0.1 percentage points from the previous month, the same as the same month of the previous year [8]. - The surveyed unemployment rate of local household registration labor force was 5.4%; the surveyed unemployment rate of non - local household registration labor force was 5.0%, among which the surveyed unemployment rate of non - local agricultural household registration labor force was 4.7% [8]. - The surveyed unemployment rate in 31 large - scale cities was 5.3%, up 0.1 percentage points from the previous month and down 0.1 percentage points from the same month of the previous year. The average weekly working hours of enterprise employees nationwide were 48.5 hours [8].
总体平稳、稳中有进!一图速览前8月主要经济指标数据→
Zhong Guo Jing Ji Wang· 2025-09-15 05:55
Economic Overview - The national economy maintained overall stability and progress in the first eight months of 2025, supported by proactive macro policy adjustments and the promotion of a unified national market [3] Industrial Performance - The industrial added value of large-scale enterprises increased by 6.2% year-on-year from January to August [4] Service Sector - The service production index grew by 5.9% year-on-year during the same period [4] Consumer Spending - The total retail sales of consumer goods reached 3,239.06 billion yuan, reflecting a year-on-year growth of 4.6% [5] Investment Trends - Fixed asset investment (excluding rural households) amounted to 3,261.11 billion yuan, with a year-on-year increase of 0.5%. Excluding real estate development investment, fixed asset investment grew by 4.2% [6] Trade Activity - The total import and export value reached 2,956.96 billion yuan, showing a year-on-year growth of 3.5% [7] Employment and Unemployment - The average urban survey unemployment rate was 5.2% from January to August [7] Price Levels - The Consumer Price Index (CPI) decreased by 0.1% year-on-year during the first eight months [8]