深圳新闻网2025年7月31日讯（深圳特区报记者 邹媛）上半年，深圳地区生产总值18322.26亿元，按不变价格 计算，同比增长5.1%。 这份经济"半年报"显示，深圳经济运行总体平稳，稳中有进，稳中向好，是一份高质量的成绩单。 特别是二季度以来，国际形势急剧变化、外部压力明显加大，深圳经济能在大体量、高基数以及一些主要指 标高增速的基础上，取得这样的好成绩，实属不易，不仅含"金"量足，而且含"新"量高。 事实上，深圳以当下之"稳"促长远之"进"，竞逐新赛道，积聚新动能，激发新需求，拓展新市场，人流、物 流、资金流指标增长总体稳定，经济展现出强大韧性和蓬勃活力。 高科技底色愈发鲜明，创新引擎全速运转。上半年，全市高技术产品产量持续快速增长，民用无人机、工业 机器人、3D打印设备产品产量，分别增长59.0%、38.0%、35.8%。 深圳经济竞逐新赛道、积聚新动能，展现出强大韧性和蓬勃活力。图为4月举行的机器人全产业链接会。 深 圳特区报记者 周红声 摄 新智造攀向高端 我市坚持工业立市、制造业当家，持续推进制造业高端化、智能化、绿色化发展，工业发展更具韧性，持续 攀向产业链价值链高端，未来更有信心。 高端智造 ...

中新网成都7月24日电(杜成)成都市发展改革委24日透露，今年上半年，成都市实现地区生产总值 12108.2亿元，同比增长5.8%，增速高于全国0.5个、全省0.2个百分点，一、二、三产业增加值分别增长 2.7%、5.3%、6.0%，经济运行呈现持续向好态势。 成都接续推进幸福美好生活十大工程，加快基础性、普惠性、兜底性民生建设，强化民生领域小微改 革、风险隐患多元治理。大力推进稳岗扩岗行动，突出抓好重点群体就业，上半年新增城镇就业17.9万 人、同比增长14.7%，城镇、农村居民人均可支配收入同比增长4.8%和5.9%。(完) 成都950个重大项目上半年完成投资2007.9亿元，超时序进度9.4个百分点。加快推进京东方等重点项目 建设，工业投资同比增长41.3%，其中电子信息制造业、装备制造产业投资分别增长63.9%、33.8%。 今年上半年，成都加密新加坡、东京、首尔等客运航线航班频次，国际(地区)定期直飞航线增至81条， 航空枢纽客、货运吞吐量达4350.4万人次和57.2万吨，分别居全国第3和第5位。组织企业出访开拓海外 新市场，"一企一策"帮助外贸龙头企业保订单稳产能，1至6月外贸进出口总额增长9. ...

截至2025年7月24日 14:00，中证数字经济主题指数(931582)上涨0.82%，成分股财富趋势(688318)上涨 5.51%，指南针(300803)上涨4.13%，卓胜微(300782)上涨3.23%，中芯国际(688981)上涨2.17%，中控技 术(688777)上涨2.09%。数字经济ETF(560800)上涨0.51%，最新价报0.79元。 流动性方面，数字经济ETF盘中换手2.54%，成交1979.51万元。拉长时间看，截至7月23日，数字经济 ETF近1年日均成交2371.86万元。 规模方面，Wind数据显示，数字经济ETF近2周规模增长2520.63万元，实现显著增长，新增规模位居可 比基金1/3。份额方面，数字经济ETF本月以来份额增长600.00万份，新增份额位居可比基金1/3。(文中 可比基金指跟踪同一标的：中证数字经济主题指数的同类产品。) 上半年，电子信息制造业展现出较强韧性，规模以上计算机、通信和其他电子设备制造业增加值同比增 长11.1％，高于同期工业增加值增速4.7个百分点；1-5月，实现利润总额2162亿元，同比增长11.9％， 在支撑经济社会数字化转型等方面作用 ...

Economic Overview - Dongguan's GDP for the first half of 2025 reached 606.78 billion yuan, a year-on-year increase of 4.8% [2] - The primary industry added value was 1.49 billion yuan, growing by 2.8%; the secondary industry added value was 339.94 billion yuan, increasing by 5.3%; the tertiary industry added value was 265.36 billion yuan, rising by 4.1% [2] Agricultural Sector - The total output value of agriculture, forestry, animal husbandry, and fishery was 2.62 billion yuan, with a year-on-year growth of 2.9% [3] - Agricultural output value was 1.92 billion yuan, increasing by 3.5%; forestry output value was 0.11 billion yuan, decreasing by 17.4%; animal husbandry output value was 0.58 billion yuan, down by 4.9%; fishery output value was 0.54 billion yuan, up by 3.0% [3] - The production of fruits increased by 33.0%, with lychee production surging by 283.7% [3] Industrial Sector - The industrial added value for large-scale enterprises grew by 5.1% year-on-year [4] - Key industries such as electronic information manufacturing saw an increase of 9.2%, electrical machinery and equipment manufacturing grew by 8.8%, and chemical manufacturing rose by 12.4% [4] - High-tech manufacturing and advanced manufacturing increased by 9.1% and 7.5% respectively, surpassing the overall average [4] Foreign Trade - The total import and export value reached 749.28 billion yuan, a year-on-year increase of 16.5% [6] - Imports amounted to 293.13 billion yuan, growing by 27.0%, while exports were 456.14 billion yuan, increasing by 10.6% [6] - General trade imports and exports rose by 23.1%, accounting for 47.6% of total trade [6] Consumer Market - The total retail sales of consumer goods reached 219.56 billion yuan, with a year-on-year growth of 3.4% [7] - Online retail sales increased by 28.0%, indicating a strong shift towards e-commerce [7] - Significant growth was observed in the sales of communication equipment, furniture, and home appliances, with increases of 87.2%, 85.8%, and 13.2% respectively [7] Investment Trends - Fixed asset investment decreased by 10.9%, but the decline was narrower than in the first quarter [8] - Excluding real estate development, fixed asset investment grew by 6.9% [8] - Infrastructure investment accelerated with a year-on-year growth of 7.2%, particularly in road transport and power supply sectors [8] Service Sector - The service industry added value increased by 4.1% year-on-year [9] - The revenue of large-scale service enterprises grew by 3.1% [9] - The postal, express, and telecommunications sectors experienced significant growth, with increases of 58.1%, 26.4%, and 10.8% respectively [9] Financial Performance - General public budget revenue was 43.48 billion yuan, a year-on-year increase of 2.1% [10] - Financial institutions' deposits reached 2.90 trillion yuan, growing by 6.6% [10] - The loan balance of financial institutions was 2.01 trillion yuan, increasing by 3.4% [10] Market Dynamics - The total electricity consumption was 52.25 billion kWh, with industrial consumption growing by 3.5% [11] - The number of registered businesses reached 1.89 million, a year-on-year increase of 5.5% [11] - New industries saw a registration increase of 16.2% [11] Price Stability - The Consumer Price Index (CPI) decreased by 1.1% year-on-year [12] - Price indices for transportation and communication, clothing, and education showed declines, while medical care and other services saw slight increases [12] - Overall, the economic operation in Dongguan remained stable, with a focus on high-quality development and addressing external uncertainties [12]

Economic Performance - Dongguan's GDP for the first half of the year reached 606.784 billion yuan, with a year-on-year growth of 4.8% [1] - The primary industry added value was 1.487 billion yuan, growing by 2.8% year-on-year; the secondary industry added value was 339.943 billion yuan, growing by 5.3%; and the tertiary industry added value was 265.355 billion yuan, growing by 4.1% [1] Manufacturing Sector - The city's industrial added value for large-scale enterprises increased by 5.1% year-on-year [1] - Key industries showed strong growth: electronic information manufacturing increased by 9.2%, electrical machinery and equipment manufacturing by 8.8%, and chemical manufacturing by 12.4% [1] - New momentum industries performed well, with advanced manufacturing and high-tech manufacturing added value growing by 7.5% and 9.1% respectively, surpassing the city average [1] - High-tech product output saw significant growth, with servers up by 408.8%, integrated circuits by 89.9%, sensors by 67.3%, and complete electronic computers by 44.3% [1] Foreign Trade - Dongguan's total foreign trade import and export volume reached 749.28 billion yuan, a year-on-year increase of 16.5% [1] - Imports totaled 293.13 billion yuan, growing by 27.0%, while exports were 456.14 billion yuan, increasing by 10.6% [1] Consumer Market - The total retail sales of social consumer goods amounted to 219.555 billion yuan, with a year-on-year growth of 3.4%, improving by 0.5 percentage points from the first quarter [2] - Restaurant income grew by 2.4%, while commodity retail increased by 3.6% [2] Investment Trends - Total fixed asset investment in Dongguan decreased by 10.9% year-on-year, but the decline was narrowed by 3.1 percentage points compared to the first quarter [2] - Excluding real estate development investment, fixed asset investment grew by 6.9% [2] - New momentum investments in advanced manufacturing and high-tech manufacturing increased significantly, by 30.6% and 31.8% respectively [2] Other Economic Indicators - Total electricity consumption reached 52.254 billion kWh, with a year-on-year growth of 5.0%; industrial electricity consumption was 35.599 billion kWh, growing by 3.5% [2] - As of the end of June, the number of registered businesses in the city was 1.891 million, a year-on-year increase of 5.5%, with emerging industry registrations at 769,200, growing by 16.2% [2]

1. Report Industry Investment Rating - The rating for stock index futures is "oscillation" [4] 2. Core Viewpoints of the Report - The economic data in June 2025 was mixed. Although the Q2 GDP growth exceeded expectations, the demand declined significantly in June, with negative month - on - month growth in social retail and fixed - asset investment. Constraints on China's economic rebound are accumulating, including declining resident income, deteriorating real estate, and deepening deflation. For the stock market, due to the negative beta truncation effect of the national team's entry into the market, funds continue to drive the stock index up. It is recommended to allocate each stock index evenly to cope with the rapidly rotating market [1][2][8] 3. Summary by Relevant Catalogs 3.1 June Economic Data Analysis - **GDP situation**: The real GDP in Q2 increased by 5.2% year - on - year, exceeding market expectations. The Q2 GDP had a 1.1% quarter - on - quarter growth, better than last year. However, the nominal GDP growth rate in Q2 was only 3.94%, a 0.65% decline from Q1. Low prices are still eroding the real growth rate [8] - **Supply - demand situation**: On the supply side, the industrial added value and service production index in June maintained a growth rate of about 6%. On the demand side, the year - on - year growth rates of social retail and fixed - asset investment in June were 4.8% and - 0.1% respectively, lower than market expectations and showing a decline from the previous month. The month - on - month growth rates were negative, at a poor level compared to historical data. Consumption growth highly depends on subsidies, and the fiscal impulse from the early issuance of national debt is fading [12] - **Real estate situation**: In June, the real estate investment growth rate was - 12.9%. The new construction area and sales area and amount all showed negative growth, and housing prices were accelerating their decline. The total capital source of real estate enterprises was still in a low - level shock. The real estate market has been deteriorating since Q2, and policies are needed to stop the decline [20] - **Resident income situation**: In Q2, the growth rate of per - capita disposable income of residents was 5.08%, a 0.47% decline from Q1. Except for the increase in transfer net income, other income sources such as wage income and business net income declined. The pressure on domestic consumption will increase in the second half of the year [27] - **Industrial capacity utilization situation**: The industrial capacity utilization rate in Q2 was 74%, a 0.1% decline from Q1. The mining and public utility industries were the main drags, while the manufacturing industry increased slightly. Some industries such as electronic information manufacturing and electrical equipment manufacturing saw an increase in capacity utilization, which may be related to export and investment [31] 3.2 Investment Suggestions - Although theoretically a GDP growth rate of about 4.7% in the second half of the year can achieve the full - year target, there are accumulating unfavorable factors for the economic rebound. It is necessary to increase the subsidy for consumer goods replacement and the efforts to stabilize the real estate market. For the stock market, unless there is a major change in US tariffs on China or a rapid decline in China's economic growth in Q3, the market may still ignore the fundamentals and remain in a high - level oscillation. It is recommended to evenly allocate each stock index to cope with the rapidly rotating market [2][35]

Core Insights - The electronic information manufacturing industry in China has shown robust growth, with a year-on-year increase of 11.1% in value added for the first five months, outperforming both the overall industrial sector and high-tech manufacturing [1][2] - Profit totals reached 216.2 billion yuan, marking an 11.9% increase compared to the previous year, indicating steady improvement in industry efficiency [1] - Experts predict continued growth for the electronic information manufacturing sector due to global market recovery, stable domestic digital consumption, and deepening digital transformation [1] Industry Growth - In May, the value added of the electronic information manufacturing industry grew by 10.2% year-on-year, with microcomputer equipment production reaching 130 million units (up 5.5%) and integrated circuit production at 193.5 billion units (up 6.8%) [1][2] - The sector's growth is driven by technological breakthroughs and market expansion, particularly in integrated circuits, optical communications, and artificial intelligence [1][2] Market Demand Expansion - The demand for integrated circuits and exports increased by 6.8% and 19.5% respectively in the first five months, driven by the smart upgrade of electronic products [2][3] - The rapid development of artificial intelligence has led to a surge in demand for computing power, with AI servers becoming a key growth engine for the electronic information manufacturing industry [3][4] Digital Transformation - The Ministry of Industry and Information Technology has issued a plan to enhance the digital transformation and intelligent upgrade of the electronic information manufacturing sector, aiming to solidify its growth momentum [5][6] - The digitalization level of China's electronic information manufacturing industry is relatively high, particularly in production automation and data collection, with a projected 60% prevalence of smart factories by the end of 2024 [6]

Core Points - The Ministry of Industry and Information Technology has issued the "2025 Action Plan for Safeguarding Cybersecurity in New Industrialization" to enhance cybersecurity capabilities in the industrial sector [1][2] - The action plan focuses on upgrading protection capabilities for key enterprises, important systems, and critical products, outlining three main work objectives and eight key tasks [1] Summary by Categories Key Tasks - Establish a list of key enterprises for cybersecurity protection in the industrial sector, implementing cybersecurity standards for no less than 800 industrial enterprises and updating classification records for at least 100 vehicle networking service platforms [1] - Deepen cybersecurity assessments for industrial control systems and explore safety testing and certification for industrial control products [1] - Organize nationwide promotion of cybersecurity policies and standards, ensuring coverage of at least 20% of large-scale industrial enterprises in local areas [1] Work Objectives - The 2025 list of key enterprises will focus on industries such as raw materials, equipment, consumer goods, and electronic information manufacturing, aligning with high-quality development actions in key manufacturing industry chains [1] - Local authorities are required to prioritize new industrial cybersecurity in their planning and integrate it into the digital transformation of manufacturing [2] - Increased support through government procurement services and enterprise rewards and subsidies is emphasized to facilitate the implementation of the action plan [2]

智通财经7月8日电，工业和信息化部电子信息司2025年7月2日在北京组织召开"十五五"电子信息制造业 发展规划编制启动会。会议指出，电子信息制造业是国民经济的战略性、基础性和先导性产业，对稳定 工业经济增长、维护国家安全、筑牢中国式现代化物质技术基础具有关键作用。科学编制十五五"电子 信息制造业发展规划，对于推动产业筑基强链、培育新质生产力、实现高质量发展、加快推进新型工业 化至关重要。会议强调，"十五五"电子信息制造业发展规划编制工作要做好三个必须。一是必须提高政 治站位，深入贯彻落实习近平总书记关于"十五五"规划编制工作的重要指示精神，强化理论指引，坚持 以党的创新理论为指导，加快构建新发展格局，统筹发展和安全。二是必须聚焦核心目标，把握阶段要 求，深刻把握"十五五"时期的阶段性特征和要求，坚持目标导向和问题导向相统一，因地制宜培育和发 展新质生产力。三是必须坚持系统观念，加强前瞻研判与协同衔接，加强与工业和信息化部总体规划及 其他相关司局专项规划的紧密衔接，强化"全国一盘棋"央地联动，确保目标一致、任务协同、举措配 套，合力构筑定位准确、结构合理、有机衔接的部"十五五"规划体系。 "十五五"电子信息制造 ...

今日导读 1. 在智谱开放平台产业生态大会上，智谱宣布浦东创投集团和张江集团对智谱总额10亿元的 战略投资，并于近期完成首笔交割。 3、记者7月2日从国家网信办获悉，近期，国家网信办组织开展"清朗·优化营商网络环境—整治涉企网 络'黑嘴'"专项行动，部署地方网信办积极受理处置涉企网络侵权不法行为，督促重点网站平台强化涉 企信息内容管理，从严从快处置一批涉企违法违规账号。国家网信办通报了部分典型案例，包括："柴 怼怼"等账号编造涉企虚假不实信息，恶意诋毁攻击企业；"孟栖笔谈"等账号发布涉企负面信息，谋取 非法利益；"车说道"等账号蹭炒涉企热点，发布虚假不实信息；"物联网咨询室"等账号散布企业商业 秘密，传播虚假不实信息；"兴德旺业"等账号冒用企业、企业家身份，开展市场营销等。 4、 7月2日，广州住房公积金管理中心（以下简称" 广州 公积金中心"）就《广州商业性个人住房贷款 转住房公积金个人住房贷款实施办法（暂行）》（征求意见稿）（以下简称《征求意见稿》）向社会 公开征求 意见，征求意见时间从7月2日至7月11日。 广州推动"商转公贷款"政策实施是为充分发挥住 房公积金制度支持保障作用，减轻缴存人住房贷款利息负 ...