船舶及相关装置制造

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专家认为投资加码将助推释放内需潜力
Zhong Guo Zheng Quan Bao· 2025-08-26 22:12
● 本报记者 连润 东方金诚首席宏观分析师王青认为,适度增发超长期特别国债有望纳入政策储备,"两新"政策支持资金 规模有望上调。 新型政策性金融工具有望推出 最新数据显示,1至7月份,基础设施投资同比增长3.2%,增速比全部投资高1.6个百分点;对全部投资 增长的贡献率为43.0%,比上半年提高6.0个百分点。 近日召开的国务院常务会议提出,要进一步强化财税金融等政策支持,创新消费投资场景,优化消费投 资环境,综合施策释放内需潜力。 专家表示,今年以来,大规模设备更新政策效应持续释放,继续支撑投资增长。随着地方政府专项债券 和超长期特别国债发行使用加快,"两重"项目开工建设提速,基础设施投资增长将保持平稳。后续,投 资加码或将成为释放内需潜力"组合拳"中的重要一环。 政策成效显著 今年以来,用于支持大规模设备更新改造的资金额度进一步增加,支持范围持续扩大,有效带动了总投 资的增长,政策成效显著。 设备购置投资带动作用明显,在数据上得以体现。国家统计局最新发布数据显示,1至7月份,设备工器 具购置投资同比增长15.2%,保持较快增长。在设备更新带动下,7月份船舶及相关装置制造、电机制 造等行业增加值分别同比增长 ...
7月国民经济稳中有进 规上工业增加值增长5.7%
Chang Jiang Shang Bao· 2025-08-18 00:05
Economic Overview - The national economy shows a steady growth trend, with industrial added value above designated size increasing by 5.7% year-on-year in July and 6.3% from January to July [1][3] - The service industry continues to grow rapidly, contributing significantly to economic stability [6] Industrial Production - Industrial production maintains robust growth, with high-quality development progressing steadily, showcasing resilience and potential [1] - High-tech manufacturing added value increased by 9.3% year-on-year in July, with significant growth in integrated circuits and electronic materials [2] - Equipment manufacturing and high-tech manufacturing sectors are key contributors, with respective growth rates of 8.4% and 9.3% [1][2] Investment Trends - Fixed asset investment continues to expand, with a total of 288,229 billion yuan from January to July, marking a 1.6% year-on-year increase [3] - Manufacturing investment grew by 6.2%, with high-tech industries such as aerospace and information services seeing substantial increases [3] Consumer Market - Retail sales showed positive growth, with total retail sales reaching 38,780 billion yuan in July, up 3.7% year-on-year [4] - Online retail sales increased by 9.2%, indicating a strong shift towards e-commerce [4][5] - The consumption upgrade policy, including trade-in programs, has positively impacted sales of upgraded goods [5] Service Sector Growth - The service sector's contribution to economic growth is significant, with a 5.5% year-on-year increase in added value in the first half of 2025 [6] - The service production index rose by 5.8% in July, with information technology services growing at 11.9% [6]
生产需求增长,就业物价稳定——国民经济保持稳中有进态势
Xin Hua Wang· 2025-08-15 23:58
Economic Overview - In July, key economic indicators showed fluctuations due to multiple factors, but overall growth remained stable, reflecting strong resilience and vitality in high-quality development [1] - The international environment remains complex and severe, with trade protectionism and extreme weather impacting economic operations [1] Industrial Growth - In July, the industrial added value of large-scale enterprises grew by 5.7% year-on-year, with manufacturing value-added increasing by 6.2% [2] - The equipment manufacturing sector showed robust growth, with an 8.4% increase in added value, significantly supporting overall industrial growth [2] - High-tech manufacturing added value rose by 9.3%, with notable growth in integrated circuits (26.9%) and electronic materials (21.7%) [2] Digital and Intelligent Transformation - The digital product manufacturing sector saw an 8.4% year-on-year increase, outpacing overall industrial growth [3] - Production of industrial robots and service robots increased by 24% and 12.8%, respectively, indicating rapid advancement in AI applications [3] - The "two new" initiatives are driving industrial production, with shipbuilding and motor manufacturing increasing by 29.7% and 15.9% [3] Consumer Market Dynamics - Retail sales in July grew by 3.7% year-on-year, with a slight decline from the previous month, but overall consumption trends remain positive [4] - The "old-for-new" consumption policy has positively impacted sales of home appliances and communication devices, with significant growth rates in various categories [4] - Service retail related to cultural and recreational activities has also seen robust growth, driven by increased travel and entertainment demand [5] Emerging Consumption Trends - Online retail and new consumption models are thriving, with physical goods online retail growing by 6.3% year-on-year [6] - The development of live-streaming sales and other new consumption formats is maturing, contributing to new growth points in the consumer market [6] Economic Support Factors - The International Monetary Fund has raised its growth forecast for China's economy by 0.8 percentage points, reflecting increased confidence in economic development [7] - The expansion of market demand, supported by consumption and export growth, is creating favorable conditions for stable economic operation [7] - Continuous efforts in reform and opening up are improving economic circulation and enhancing the resilience of foreign trade [8] Policy Implementation - More proactive macroeconomic policies are being implemented to boost production demand and stabilize economic growth [8] - The focus on stabilizing employment, businesses, and market expectations is crucial for effectively releasing domestic demand potential [8]
国民经济保持稳中有进态势
Sou Hu Cai Jing· 2025-08-15 22:39
Economic Overview - In July, the industrial added value above designated size increased by 5.7% year-on-year, with manufacturing added value growing by 6.2%, indicating a stable growth trend despite some fluctuations in economic indicators [2][3] - The overall economic operation remains stable, supported by strong resilience and vitality, with new growth drivers steadily developing [2][8] Industrial Performance - The equipment manufacturing sector showed robust growth, with added value increasing by 8.4% year-on-year, significantly supporting the overall industrial growth [3] - High-tech manufacturing added value rose by 9.3%, with notable increases in integrated circuits (26.9%) and electronic special materials (21.7%) [3] - The production of green and low-carbon products is rapidly increasing, with new energy vehicles, lithium-ion batteries, and wind turbine generators growing by 17.1%, 29.4%, and 19.3% respectively [3] Digital and Intelligent Transformation - The digital product manufacturing sector saw an 8.4% year-on-year increase, outpacing overall industrial growth, with smart device manufacturing and electronic components growing by 13.4% and 11% respectively [4] - The production of industrial robots and service robots increased by 24% and 12.8%, reflecting the rapid advancement of artificial intelligence applications [4] Consumer Market Trends - In July, total retail sales of consumer goods grew by 3.7% year-on-year, with a notable increase in sales of home appliances and communication equipment due to the old-for-new consumption policy [5] - The retail sales of cultural and sports goods increased by 13.7% and 8.2%, indicating a growing demand for quality consumer goods [5][6] - Online retail and new consumption models are thriving, with physical goods online retail sales increasing by 6.3% year-on-year [7] Economic Outlook - Despite facing risks and challenges, the foundation for economic growth remains strong, with the International Monetary Fund raising China's economic growth forecast by 0.8 percentage points [8] - The expansion of market demand is supported by ongoing consumption stimulus actions and the diversification of foreign trade markets [8][9] - Continued efforts in reform and opening up are expected to enhance economic resilience and vitality, promoting stable economic growth [9]
制造强国建设取得新进展(奋勇争先,决战决胜“十四五”)
Ren Min Ri Bao· 2025-07-07 22:28
Group 1 - The core viewpoint emphasizes the significant advancements in China's manufacturing and technology sectors, showcasing the country's commitment to self-reliance and innovation in industrial development [1][2][3][4][5][6] - China's total industrial added value is projected to grow from 31.3 trillion yuan in 2020 to 40.5 trillion yuan in 2024, maintaining the world's largest manufacturing scale for 15 consecutive years [1] - The Beidou system has achieved 100% localization in chips and terminals, providing global users with high-precision positioning and navigation services [2] - High-tech manufacturing's added value as a percentage of industrial output increased from 15.1% in 2020 to 15.7% in the first quarter of this year [2] - Traditional industries are undergoing significant upgrades, with notable growth in sectors such as electric machinery and shipbuilding, with increases of 23.3%, 12.8%, and 11.8% respectively [3] Group 2 - New energy vehicles have maintained the world's leading position in production and sales for ten consecutive years, with breakthroughs in humanoid robots and gene therapy products [4] - The establishment of smart manufacturing demonstration factories has reached 421 nationwide, with over 10,000 provincial-level digital workshops and smart factories [6] - By the end of 2024, the number of national-level green factories is expected to reach 6,430, contributing approximately 20% to the total output value of the manufacturing industry [6] - The focus is on high-end, intelligent, and green development, with a commitment to transforming traditional industries and fostering emerging sectors [6]
多维数据传递经济运行积极信号 工业高质量发展活力显现
Yang Shi Wang· 2025-06-27 07:29
Group 1 - The total profit of industrial enterprises in China reached 2.7 trillion yuan in the first five months of this year, with a year-on-year decline of 1.1% [1] - The revenue of industrial enterprises above designated size was 54.76 trillion yuan, showing a year-on-year growth of 2.7%, indicating a sustained growth trend in industrial revenue [1] - The equipment manufacturing industry maintained a high level of profitability, with profits increasing by 7.2% year-on-year in the first five months [3] Group 2 - The aerospace, aviation, and maritime industries experienced rapid growth, leading to a 56.0% year-on-year increase in profits for the railway, shipping, and aerospace sectors [5] - Specific industries such as aircraft manufacturing, spacecraft and launch vehicle manufacturing, and shipbuilding saw profit increases of 120.7%, 28.6%, and 85.0% respectively [5] Group 3 - The integration of technological and industrial innovation is enhancing the technical content of industrial products, with a continuous release of market demand for smart, green, and high-quality products, contributing to profit growth for related enterprises [7] - Proactive macroeconomic policies are expected to support stable industrial economic operations and create favorable conditions for improving industrial enterprise profitability [7] Group 4 - The total revenue of China's cultural industry reached 19.1423 trillion yuan in 2024, marking a year-on-year growth of 7.1% [13] - The profit of the cultural industry totaled 1.7737 trillion yuan, an increase of 1.291 trillion yuan, reflecting a 7.9% growth [13]
中国经济稳定增长势头没有改变(锐财经)
Ren Min Ri Bao Hai Wai Ban· 2025-06-16 22:13
Economic Overview - In May, China's industrial added value above designated size grew by 5.8% year-on-year, while the service production index increased by 6.2% and retail sales of consumer goods rose by 6.4% [1][2] - The overall economic operation is stable, with some indicators continuing to improve, showcasing strong resilience and vitality in China's economy [1][5] Economic Characteristics - The industrial production saw a rapid increase due to supportive policies, with the added value of the equipment manufacturing industry growing by 9%, contributing 54.3% to industrial production [2] - Employment remained stable, with the urban unemployment rate at 5%, a decrease of 0.1 percentage points from the previous month [2] - Consumer price index (CPI) showed a slight year-on-year decline, indicating stable market supply and demand [2] New Growth Drivers - High-tech manufacturing added value increased by 8.6%, and digital product manufacturing grew by 9.1%, both outpacing overall industrial growth [4] - Production of new energy vehicles and solar batteries surged by 31.7% and 27.8%, respectively, indicating robust growth in these sectors [4] Policy Impact - The implementation of proactive macro policies has effectively supported economic stability, with significant contributions to demand expansion and production growth [6] - Retail sales of home appliances and communication equipment saw substantial year-on-year growth, driven by policies encouraging consumption upgrades [6] - Investment in equipment and tools rose by 17.3% in the first five months, contributing 2.3 percentage points to overall investment growth [6] Economic Trends - Despite external challenges, China's economic foundation remains strong, with stable growth momentum and a commitment to high-quality development [8][9] - The first five months of 2023 saw a 9.5% year-on-year increase in high-tech manufacturing added value, with industrial robot production up by 32% [8] - The government has a robust policy toolkit to ensure economic stability and can dynamically adjust measures in response to changing conditions [8]
【新华解读】5月份消费引擎强势发力 国民经济稳中有进
Xin Hua Cai Jing· 2025-06-16 13:04
Core Viewpoint - The strong performance of consumption in May has significantly contributed to the stability and progress of China's national economy, showcasing the immense potential of the Chinese market [1][9]. Consumption Performance - In May, China's total retail sales of consumer goods reached 41,326 billion yuan, a year-on-year increase of 6.4%, which is 1.3 percentage points higher than the previous month and the highest growth rate since early 2024 [1][2]. - The growth rate of 6.4% exceeded market expectations, which were around 5% [1][2]. - The month-on-month growth rate was 0.93%, marking the highest rate since May 2023 [1]. Factors Driving Consumption Growth - Several factors contributed to the acceleration of consumption in May, including the "old-for-new" policy for consumer goods, the "6·18" online shopping promotion, and favorable holiday consumption trends [2]. - During the "May Day" and "Dragon Boat Festival" holidays, domestic tourism increased significantly, with a 6.4% year-on-year rise in the number of travelers during the "May Day" holiday [2]. - Retail sales of major household appliances and communication equipment saw substantial year-on-year growth, with increases of 53%, 33%, 30.5%, and 25.6% respectively, contributing 1.9 percentage points to the total retail sales growth [2]. Economic Stability Indicators - From January to May, the retail sales of services increased by 5.2%, with May's service production index growing by 6.2% year-on-year [4]. - The unemployment rate in urban areas was 5% in May, a slight decrease of 0.1 percentage points from the previous month, indicating a stable employment situation [8]. - The Consumer Price Index (CPI) showed a slight year-on-year decrease, but the core CPI, excluding food and energy, indicated a stable market supply and demand relationship [8]. Industrial Production and Trade - In May, the industrial added value for large-scale enterprises grew by 5.8% year-on-year, maintaining a relatively high growth rate despite a slight decrease from the previous month [6][7]. - The total import and export volume in May increased by 2.7% year-on-year, with exports growing by 6.3%, reflecting the diversified development of foreign trade [6]. Future Economic Outlook - The overall economic operation is expected to remain stable in the first half of the year, with GDP growth projected to exceed 5.0% in the second quarter [10]. - The government is advised to implement more proactive macroeconomic policies to stimulate investment and consumption growth [10][11].
5月份宏观政策持续发力 支撑经济平稳运行
Yang Shi Xin Wen Ke Hu Duan· 2025-06-16 08:09
Group 1 - The macro policies have been effective in enhancing market vitality and improving corporate profitability and expectations [2] - In the first four months of the year, profits of industrial enterprises above designated size increased by 1.4% year-on-year, accelerating by 0.6 percentage points compared to the first quarter [2] - In April alone, profits grew by 3%, which is an acceleration of 0.4 percentage points from the previous month [2] Group 2 - In May, the retail sales of home appliances and audio-visual equipment, communication equipment, cultural and office supplies, and furniture saw year-on-year growth between 25.6% and 53%, contributing 1.9 percentage points to the total retail sales of consumer goods [1] - Investment in equipment and tools increased by 17.3% in the first five months, contributing 2.3 percentage points to overall investment growth, with a contribution rate of 63.6% [1] - The production of industries such as lithium-ion battery manufacturing, shipbuilding, and boiler manufacturing saw significant year-on-year increases of 28.6%, 12.8%, and 11.8% respectively in May [1]
4月国内物价数据释放积极信号
Qi Huo Ri Bao Wang· 2025-05-12 00:41
Group 1: CPI Analysis - In April, the Consumer Price Index (CPI) increased by 0.1% month-on-month and decreased by 0.1% year-on-year, with the core CPI remaining stable [1] - The rise in CPI was driven by a recovery in food prices and travel service prices, with food prices up 0.2% month-on-month, exceeding seasonal levels by 1.4 percentage points [2] - The decline in CPI year-on-year was primarily influenced by a 4.8% drop in energy prices, with gasoline prices down 10.4%, contributing approximately 0.38 percentage points to the year-on-year decline [1][2] Group 2: PPI Analysis - The Producer Price Index (PPI) decreased by 0.4% month-on-month and 2.7% year-on-year, with the year-on-year decline widening compared to the previous month [1][3] - The Producer Purchase Price Index fell by 2.7% year-on-year, with a month-on-month decline of 0.6%, indicating increased price pressure in upstream materials due to external demand shocks [3] - Specific sectors such as coal mining and black metal mining continued to see price declines, while non-ferrous metal prices experienced a slight increase [3] Group 3: Policy Impact and Future Outlook - The government has intensified macro policies to promote consumption, leading to improved supply-demand relationships in certain industries, resulting in narrowed price declines [4] - High-tech industries are experiencing price increases, with wearable device manufacturing prices up 3.0% and aircraft manufacturing prices up 1.3% [4] - Analysts expect CPI to maintain a moderate trend due to domestic policy shifts towards expanding demand, while PPI may still face downward pressure amid various influencing factors [5]