政策驱动的内需活力，更成为IMF上调预期的重要依据。经合组织驻华代表海博用"韧性、转型、活力"概括中国经济，其背后是大规模设备更新和消费品以 旧换新政策的落地见效，这些举措直接拉动了消费增长。同时，技术创新催生的新动能不容忽视，低空经济等新兴领域的突破、装备制造业的快速发展，让 中国经济在传统产业调整期仍能保持增长弹性，这种结构性转型的力量，正是IMF看好中国经济的关键逻辑。 亚行的预测则显露出对中国经济的认知偏差，其将房地产低迷和"国内需求疲软"作为核心担忧，却忽略了中国经济的多元支撑。亚行首席代表奇马自身也承 认，中国供应链的适应力与贸易走廊建设成效显著，但亚行总部的预测框架仍过度聚焦短期风险。事实上，中国经济并非依赖单一引擎，前三季度5.2%的 增速中，内需贡献率已成为主力，出口的稳健增长与新兴产业的崛起更形成多重保障，亚行对这些积极因素的评估显然不足。 两家机构的预判差异，本质是观察视角的分野。IMF与经合组织更注重动态评估中国经济的自我修复能力与政策效能，而亚行则陷入"单一风险决定论"的误 区。从全球视角看，IMF将中国视为全球经济增长关键贡献者，与经合组织"年内三次上调预测"的行动形成呼应，这背后 ...

央视网消息："十四五"临近收官，"十五五"即将开篇。2025年的中国经济运行有哪些亮点，对此专家进行了解读。 从贯通全球的贸易网络到飞速运转的智能化产线，再到处处涌动的消费热潮。进入岁末，我国主要宏观经济指标运行在合理区间，实现质的有 效提升和量的合理增长，经济持续稳中向好，展现出强大韧性和活力。 中国社会科学院人口与劳动经济研究所所长都阳表示，促消费上有几个政策着力点，第一是要提升消费的意愿，第二提升消费的能力，第三要 改善消费的环境，提高基本公共服务当中医疗保障的水平和能力，这些都是让大家敢消费的一些举措。发行3000亿元的国债，加大以旧换新的 力度，这个对于提升消费能力有很大的作用。很多地方政府改善当地的消费环境，这对于提升消费有很大的作用。 清华大学国家金融研究院院长、清华大学五道口金融学院副院长田轩表示，从最近公布的这些数据来看，我国当前经济运行长期向好的趋势是 不变的，而且结构在不断优化。从工业生产数据来看，规上企业增长速度比较快，尤其是高技术制造业，还有装备制造业，它们的增速快于平 均值。从消费数据来看，除了实物消费以外，服务消费和线上消费的增长也非常亮眼。从出口数据来看，虽然年初美国增加了关税 ...

中共中央政治局12月8日召开会议，分析研究2026年经济工作，会议认为，今年是中国式现代化进程中具有重要意义的一年，以习近平同志为核心的党中央 团结带领全党全国各族人民迎难而上、奋力拼搏，统筹国内国际两个大局，实施更加积极有为的宏观政策，经济社会发展主要目标将顺利实现。"十四五"临 近收官，"十五五"即将开篇。 随着汽笛鸣响，从宁波舟山港出发、装载着义乌小商品的"天敬天骄"轮启程前往印尼雅加达。近日，宁波舟山港的年集装箱吞吐量再创新高，成为全球第三 个突破4000万标准箱大关的港口。 在长三角工业互联网平台上，每分钟2万组数据在数字孪生系统实时流动调度，平均8秒就有一台冰箱下线奔赴全国各地；冬日的电影院里，《疯狂动物城 2》持续引发观影热潮，创下中国影史进口动画片票房冠军等多项纪录，中国内地成为该影片的全球第一大票仓。 从贯通全球的贸易网络，到飞速运转的智能化产线，再到处处涌动的消费热潮。进入岁末，我国主要宏观经济指标运行在合理区间，实现质的有效提升和量 的合理增长，经济持续稳中向好，展现出强大韧性和活力。 清华大学国家金融研究院院长、清华大学五道口金融学院副院长 田轩：从最近公布的数据来看，我们国家当前的经 ...

Economic Performance - The latest tax revenue data indicates that China's economy is showing steady progress with strong momentum for high-quality development, driven by a series of incremental and stock policies [1] - In the first 11 months, the total tax revenue exceeded 29 trillion yuan, with tax revenue (excluding export tax rebates) surpassing 16 trillion yuan, reflecting a year-on-year growth of 3.1% [1] Corporate Investment - In the first 11 months, the amount spent by enterprises on purchasing machinery and equipment increased by 10.7% year-on-year, indicating a stronger investment in equipment [1] - The number of active enterprises in the first 10 months grew by 9.8% year-on-year, with their proportion of total enterprises increasing by 4.7 percentage points [1] Consumer Spending - Sales revenue in the home appliance and communication retail sectors, supported by the old-for-new consumption policy, increased by 26.5% and 20.3% year-on-year, respectively, demonstrating the ongoing effects of consumption promotion policies [1] Export Resilience - The tax authorities processed export tax rebates that increased by 6.8% year-on-year, showcasing the resilience of Chinese enterprises in maintaining good growth amid complex international trade conditions [1] Manufacturing Sector - The manufacturing sector continues to play a stabilizing role, with tax revenue from manufacturing remaining stable at around 30% [2] - Sales revenue in the equipment manufacturing sector grew by 8.3% year-on-year, with significant growth in computer and communication equipment manufacturing (12.3%) and instrument manufacturing (10.3%) [2] Technological Innovation - The role of technological innovation is increasingly significant, with high-tech industry sales revenue rising by 14.7% year-on-year, supported by tax reductions and rebates totaling 23.725 billion yuan in the first 10 months [2] - The procurement of automation equipment by manufacturing enterprises increased by 14.2%, and spending on digital technology rose by 11.2%, indicating a deepening integration of digital technology with manufacturing [2] Energy Sector - Sales revenue in the clean energy sector, including wind, solar, and hydropower, grew by 14.9% year-on-year, reflecting the acceleration of green transformation in China's energy structure [2]

证券日报网讯12月9日，宁波精达（603088）在互动平台回答投资者提问时表示，公司以技术发展为 先，关注产业链数字化转型，长期致力于成形成套装备的研发生产制造。 ...

Economic Performance - The sales revenue of high-tech industries increased by 14.7% year-on-year, with smart equipment manufacturing sales rising by 28.2% [1][2] - Manufacturing tax revenue remains stable at around 30% of total tax revenue, indicating the sector's solid role as an economic stabilizer [1][2] - The total amount of tax reductions and refunds for policies supporting technological innovation and manufacturing reached 23.725 billion yuan in the first ten months [2] Manufacturing Sector Developments - High-end manufacturing is accelerating, with equipment manufacturing sales up by 8.3%, and specific sectors like computer communication and instrumentation seeing increases of 12.3% and 10.3% respectively [2] - The adoption of automation in manufacturing is increasing, with spending on automated equipment rising by 14.2% [2][3] - The share of high-energy-consuming manufacturing sales decreased by 1.2 percentage points compared to the previous year, reflecting a shift towards greener practices [2] Consumer Market Trends - The "old-for-new" policy has stimulated consumer demand, with retail sales in mobile communication devices and home appliances growing by 20.3% and 26.5% respectively [4][5] - The tourism and cultural sectors are thriving, with sales in cultural performances and film screenings increasing by 15.6% and 19.1% [4][5] - The number of travelers benefiting from tax refunds has surged by 285%, with tax refund sales and amounts increasing by 98.8% [5][6] Taxation and Compliance Improvements - Cross-regional tax services have improved, with a nearly fourfold increase in cross-regional tax business handled this year [7][8] - The proportion of inter-provincial trade sales in total sales revenue reached 41.1%, up 0.8 percentage points from the previous year [7] - Over 7,000 domestic and foreign platforms are now fulfilling their tax information reporting obligations, leading to a 12.7% increase in tax payments from platform operators [8]

Group 1 - The core viewpoint of the articles highlights the positive trends in China's economy, driven by effective tax policies and increased investment in various sectors [1][2] - In the first 11 months, the sales revenue of the equipment manufacturing industry increased by 8.3%, with significant growth in computer communication equipment and instrument manufacturing, indicating a shift towards high-end manufacturing [2] - The number of active enterprises in China increased by 9.8% year-on-year in the first 10 months, reflecting a growing business environment supported by stable economic conditions and an active capital market [1] Group 2 - The sales revenue of clean energy sectors, including wind, solar, and hydropower, grew by 14.9% in the first 11 months, indicating a rapid transition towards a greener energy structure [2] - Tax reductions and refunds related to technology innovation and manufacturing amounted to 23.725 billion yuan in the first 10 months, supporting the growth of innovative industries [2] - High-tech industries saw a sales revenue increase of 14.7% year-on-year in the first 11 months, showcasing the impact of innovation on economic development [2]

Core Insights - The sales revenue of high-tech industries in China increased by 14.7% year-on-year in the first 11 months of the year, indicating robust economic growth [1][2][3] Group 1: High-Tech Industry Performance - High-tech manufacturing sales revenue grew by 11.1%, with integrated circuits and industrial mother machines seeing increases of 19.3% and 11% respectively [4] - The intelligent equipment manufacturing sector experienced a significant sales revenue increase of 28.2% [2] - The overall sales revenue of high-tech services rose by 17.2% [4] Group 2: Manufacturing Sector Developments - The manufacturing sector's tax revenue contribution remained stable at around 30%, highlighting its role as an economic stabilizer [2] - Equipment manufacturing sales revenue increased by 8.3%, with computer and communication equipment sales rising by 12.3% and instrument manufacturing by 10.3% [3] - The procurement of automation equipment in manufacturing increased by 14.2%, reflecting a trend towards intelligent upgrades [3] Group 3: Consumer Market Dynamics - The "old-for-new" policy boosted consumer demand, with retail sales of mobile communication devices and home appliances growing by 20.3% and 26.5% respectively [6] - The tourism and cultural sectors saw significant growth, with sales in cultural performances and film screenings increasing by 15.6% and 19.1% [6] - The number of outbound travelers benefiting from tax refunds surged by 285%, with tax refund sales and amounts increasing by 98.8% [6][7] Group 4: Taxation and Regulatory Improvements - The implementation of cross-regional tax service reforms has led to a nearly fourfold increase in cross-regional tax business handling [8] - The proportion of inter-provincial trade sales in total national sales revenue reached 41.1%, up 0.8 percentage points from the previous year [8] - Over 7,000 domestic and foreign platforms have complied with tax information reporting obligations, resulting in a 12.7% increase in tax payments from platform operators [9]

Group 1 - The core viewpoint of the article highlights the four main characteristics of China's high-quality economic development in 2023: stable economic situation, continuous optimization of economic structure, sustained enhancement of economic momentum, and more standardized economic order [1][4]. - The tax authorities have implemented significant tax reductions and refunds totaling 1.665 trillion yuan (approximately 166.5 billion) to support the manufacturing sector in the first ten months of the year [1][4]. - Specific tax incentives for advanced manufacturing enterprises accounted for 643.3 billion yuan (approximately 64.33 billion), while general tax reductions and refunds for manufacturing enterprises reached 1.0217 trillion yuan (approximately 102.17 billion) [1][4]. Group 2 - The data indicates three key highlights in the high-quality development of the manufacturing sector driven by tax reduction policies: accelerated high-end development, with sales revenue in the equipment manufacturing sector increasing by 8.3% year-on-year, and notable growth in computer communication equipment and instrument manufacturing by 12.3% and 10.3% respectively [2][5]. - The pace of intelligent upgrades in manufacturing has accelerated, with a 14.2% year-on-year increase in the purchase of automation equipment and an 11.2% increase in the procurement of digital technologies [2][5]. - The green transformation of manufacturing is progressing steadily, with high-energy-consuming manufacturing's sales revenue share decreasing by 1.2 percentage points compared to the previous year, and a 6.9% increase in spending on environmental governance services [2][5].

Core Insights - The National Taxation Administration of China reported four main characteristics of high-quality economic development in 2023: stable economic conditions, continuous optimization of economic structure, sustained enhancement of economic momentum, and improved economic order [1] Group 1: Tax Policies and Support for Manufacturing - In the first ten months of the year, tax reductions and refunds supporting the manufacturing sector amounted to 1.665 trillion yuan (approximately 166.5 billion) [1] - Specific tax incentives for advanced manufacturing enterprises, such as VAT credits, contributed to tax reductions and refunds of 643.3 billion yuan [1] - General tax reductions and refunds for manufacturing enterprises, including VAT retention refunds, totaled 1.0217 trillion yuan (approximately 102.17 billion) [1] Group 2: Highlights of Manufacturing Development - The high-quality development of the manufacturing sector showed three key highlights: accelerated high-end development, faster intelligent upgrades, and orderly green transformation [2] - From January to November, sales revenue in the equipment manufacturing sector grew by 8.3%, with notable increases in computer and communication equipment (12.3%) and instrumentation manufacturing (10.3%) [2] - The procurement of automation equipment by manufacturing enterprises increased by 14.2%, indicating a faster pace of intelligent upgrades [2] - The share of high-energy-consuming manufacturing sales revenue decreased by 1.2 percentage points compared to the previous year, reflecting significant carbon reduction efforts [2]