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高质量完成“十四五”规划丨“十四五”期间我国减税降费预计超10万亿元
Xin Hua Wang· 2025-08-12 06:10
Core Insights - The National Taxation Administration of China announced that during the "14th Five-Year Plan" period, the cumulative new tax cuts and fee reductions are expected to exceed 10 trillion yuan [2] - From 2021 to the first half of this year, the cumulative new tax cuts and fee reductions reached 9.9 trillion yuan, with an expected total of 10.5 trillion yuan by the end of this year, averaging over 2 trillion yuan annually [2] - The focus of tax reduction policies is on supporting technological innovation and advanced manufacturing, with 3.6 trillion yuan in new tax cuts, accounting for 36.7% of the total [2] Tax Reduction and Beneficiaries - Among various economic entities, private enterprises and individual businesses benefited from 7.2 trillion yuan in new tax cuts, representing 72.9% of the total [2] - Small and medium-sized enterprises shared 6.3 trillion yuan in new tax cuts, making up 64% of the total [2] High-Quality Development and Manufacturing Sector - The manufacturing sector's sales revenue has maintained a steady share of around 29% of total enterprise sales from 2021 to 2024, with advancements in high-end and intelligent manufacturing [3] - Sales revenue in equipment manufacturing and high-tech manufacturing grew annually by 9.6% and 10.4%, respectively [3] R&D Tax Incentives - The R&D expense deduction policy has been continuously optimized, with companies enjoying 3.32 trillion yuan in deductions in 2024, an increase of 25.5% from 2021 [3] - The number of companies benefiting from this policy reached 615,000, reflecting a growth of 16.7% compared to 2021 [3] Tax Administration and Policy Implementation - The tax authorities are committed to effectively implementing tax and fee reduction policies, utilizing big data to ensure that policies reach taxpayers quickly and efficiently [3]
4月份宏观政策协同发力,主要指标平稳较快增长——中国经济延续向新向好态势
Xin Hua Wang· 2025-08-12 05:55
Core Viewpoint - In April, China's economy demonstrated resilience and stability in the face of external shocks and internal challenges, supported by proactive macroeconomic policies that fostered steady growth in production and demand, as well as overall employment stability [1]. Economic Indicators - The industrial added value for large-scale enterprises increased by 6.1% year-on-year in April, while the service production index rose by 6.0% [2]. - The urban surveyed unemployment rate decreased by 0.1 percentage points compared to the previous month, indicating a stable employment situation [2]. Industrial Performance - The industrial sector maintained rapid growth, with the equipment manufacturing industry seeing a year-on-year increase of 9.8% in added value, contributing 55.9% to the growth of large-scale industry [2]. - The "Two New" policies and industrial upgrades have significantly supported this growth [2]. Foreign Trade - From January to April, China's total goods import and export volume increased by 2.4% year-on-year, accelerating by 1.1 percentage points compared to the first quarter [3]. - The diversification of foreign trade and expansion of trade with Belt and Road countries have been emphasized as key strategies [3]. Consumer Market - Retail sales of consumer goods grew by 4.7% year-on-year from January to April, with service retail sales increasing by 5.1% [4]. - Significant growth was observed in the sales of home appliances, cultural office supplies, and furniture, with increases of 38.8%, 33.5%, and 26.9% respectively in April [4]. New Consumption Trends - Online retail and instant retail have gained popularity, with physical goods online retail sales increasing by 5.8% year-on-year from January to April, outpacing overall retail growth [5]. - The government aims to enhance consumer capacity and promote healthy economic development through targeted consumption initiatives [5]. Investment Trends - Fixed asset investment (excluding rural households) reached 147,024 billion yuan, growing by 4.0% year-on-year, with high-tech industries showing significant investment growth [7]. - Notable increases in manufacturing sectors include a 38.9% rise in new energy vehicles and a 61.8% increase in lithium-ion battery production [7]. Industrial Development - The industrial sector is experiencing a trend towards high-end, intelligent, and green development, with new productive forces being cultivated [8]. - The government plans to continue expanding domestic demand and implementing policies to support industrial development and innovation [8].
新华全媒+丨应变克难 稳健前行——从最新指标看当前中国经济走势
Xin Hua Wang· 2025-08-12 05:55
Economic Overview - In April 2025, China's economy demonstrated resilience against external pressures, maintaining a stable growth trajectory despite increasing challenges [34][38] - The industrial production index for large-scale industries increased by 6.1% year-on-year, with 36 out of 41 major industries reporting growth [34][35] - The service sector also showed robust performance, with a production index growth of 6% in April [34] Industrial Performance - The value added in the equipment manufacturing sector rose by 9.8%, while high-tech manufacturing increased by 10% [10][37] - The digital product manufacturing sector experienced a significant growth of 10% in April, driven by advancements in "Artificial Intelligence+" [37] Consumer Market - The total retail sales of consumer goods reached 37,174 billion yuan, marking a year-on-year increase of 5.1% [19] - Sales of home appliances and cultural products surged, with year-on-year growth rates of 38.8% and 33.5% respectively [36] Investment Trends - From January to April, fixed asset investment (excluding rural households) totaled 147,024 billion yuan, reflecting a 4% year-on-year increase [21] - Investment in equipment acquisition grew by 18.2%, contributing 64.5% to overall investment growth [36] Trade and Employment - The total value of goods imports and exports reached 38,391 billion yuan in April, with a year-on-year growth of 5.6% [25] - The urban unemployment rate was recorded at 5.1% in April, a slight decrease from the previous month [33] Policy Impact - Recent macroeconomic policies have shown positive effects, supporting economic recovery and promoting industrial transformation [36][39] - The government has implemented measures such as lowering the reserve requirement ratio and establishing new financial tools to enhance liquidity and support project financing [39]
权威数读丨利润稳定恢复!这几组数据展现我国工业发展韧性
Xin Hua Wang· 2025-08-12 05:54
Core Insights - China's industrial economy demonstrates strong resilience and capacity to withstand shocks, as indicated by various data released by the National Bureau of Statistics and the Ministry of Industry and Information Technology Group 1: Industrial Profit Growth - In the first four months of the year, profits of large-scale industrial enterprises increased by 1.4%, accelerating by 0.6 percentage points compared to the first quarter [4] - The profit growth of the equipment manufacturing industry was particularly notable, with a year-on-year increase of 11.2%, accelerating by 4.8 percentage points from the previous quarter [11] - High-tech manufacturing profits also saw a significant rise, with a year-on-year growth of 9.0%, which is 7.6 percentage points higher than the average growth of all large-scale industrial enterprises [14] Group 2: Industrial Investment - Industrial investment in the first four months grew by 11.7% year-on-year, with mining investment increasing by 6.3%, manufacturing investment by 8.8%, and investment in electricity, heat, gas, and water production and supply rising by 25.5% [8] Group 3: Policy Effects and Equipment Updates - The effects of policies promoting large-scale equipment updates are evident, with profits in the specialized and general equipment sectors increasing by 13.2% and 11.7% respectively, contributing 0.9 percentage points to the overall profit growth of large-scale industries [17] Group 4: Consumer Goods and Automotive Industry - The "old-for-new" policy for consumer goods has shown significant effects, with profits in the manufacturing of household electric appliances, kitchen appliances, and non-electric household appliances growing by 17.2%, 17.1%, and 15.1% respectively [20] - In the automotive sector, production and sales reached 10.175 million and 10.06 million units respectively, marking a year-on-year increase of 12.9% and 10.8%, with both figures surpassing ten million for the first time [23] - New energy vehicles saw remarkable growth, with production and sales increasing by 48.3% and 46.2% year-on-year, accounting for 42.7% of total new car sales [27]
工业企业利润持续改善 装备制造业利润稳定增长
Xin Hua Wang· 2025-08-12 05:48
Core Insights - The overall profit of industrial enterprises in China has shown signs of improvement, with a year-on-year decline of 6.7% in July, which is a narrowing of 1.6 percentage points compared to June [1][2] - From January to July, the cumulative profit of industrial enterprises decreased by 15.5%, with a reduction of 1.3 percentage points compared to the first half of the year [1][2] Group 1: Profit Improvement - In July, the operating revenue of industrial enterprises decreased by 1.4% year-on-year, which is an improvement of 1.9 percentage points from June [2] - The profit decline for state-owned enterprises narrowed by 0.7 percentage points, while private and foreign-invested enterprises saw declines narrow by 2.8 and 0.4 percentage points, respectively [2] Group 2: Cost Reduction - For the first time this year, the unit cost of industrial enterprises decreased year-on-year, with costs at 85.15 yuan per 100 yuan of revenue, down by 0.55 yuan [3] - The reduction in costs is attributed to lower prices of bulk commodities and reduced raw material cost pressures in downstream industries [3] Group 3: Sector Performance - Among 41 industrial sectors, 13 reported profit growth, with the equipment manufacturing sector showing stable growth, achieving a profit increase of 1.7% from January to July [4] - The electrical machinery sector saw a profit increase of 33.7%, driven by products like photovoltaic equipment and lithium-ion batteries [4] - The profits of the raw materials manufacturing sector decreased by 7.7% in July, but this decline was significantly less than in June, with a reduction of 29.6 percentage points [4][5] Group 4: Electricity and Utilities Sector - The profit of the electricity, heat, gas, and water production and supply sector grew by 38.0% from January to July, with a notable increase in profit growth rate compared to the first half of the year [5] - The electricity sector alone experienced a profit growth of 51.2%, benefiting from increased power supply during peak summer demand [5]
工信装备研究院与武汉国民企业与市场经济研究院签署战略合作协议
2025年8月11日,工信装备研究院和武汉国民企业与市场经济研究院在北京市举行战略合作签约仪式。 会上,双方简要介绍与会人员后,工信装备研究院执行董事兼总经理李方正与武汉国民企业与市场研究院院长、 《企业与市场》杂志社总编辑王义明分别发表讲话。随后,双方围绕单位概况及业务合作展开交流,并由李方 正、王义明代表签署战略合作协议。 根据协议,双方将立足湖北"51020"现代产业集群与"三高地、两基地"建设需求,围绕智能网联汽车、新能源电 池、低空经济等领域展开深度合作,通过联合组建专家委员会共建省级装备制造业数据库、协同开展关键技术攻 关、设计企业赋能计划、打造论坛品牌等方式,共同推动科技成果在湖北省转化落地。 李方正表示,当前,培育新质生产力、建设全国先进制造业基地是湖北实现高质量发展的重要路径。武汉国民企 业与市场经济研究院依托智库产业联盟,在企业资源整合、政企服务对接等方面积累了丰富的实践经验,希望以 此次签约为契机,双方充分发挥在政策研究、产业咨询、资源整合等方面的优势,共同为湖北装备制造业转型升 级、打造全国先进制造业高地贡献力量。 王义明对工信装备研究院的认可与支持表示感谢。他谈到,工信装备研究院在装 ...
“两新”政策如何再加力?
Core Viewpoint - The "Two New" policy is being enhanced to further stimulate investment and consumption, with a focus on equipment updates and consumer goods replacement programs [1][6]. Group 1: Investment Growth - The market scale for equipment updates is projected to exceed 5 trillion yuan annually as many existing assets reach their end-of-life [2]. - In 2024, 150 billion yuan of special long-term bonds will support over 4,600 projects across 12 sectors, including industrial and environmental infrastructure [2]. - By 2025, the funding for equipment updates will increase to 200 billion yuan, expanding support to additional sectors such as electronic information and agricultural facilities [2]. Group 2: Equipment Update Impact - The total number of equipment updates in key sectors is expected to surpass 20 million units in 2024, with significant year-on-year growth in related manufacturing sectors [3]. - Industries such as medical equipment and general parts manufacturing have seen profit increases of 12.1% and 9.5% respectively, indicating a positive impact from the equipment update policies [3]. Group 3: Consumer Activation - There is substantial potential for consumer goods replacement, with over 7 million passenger cars and 180 million household appliances exceeding their safe usage period [4]. - In 2024, 150 billion yuan will be allocated to support the replacement of old consumer goods, with the funding increasing to 300 billion yuan in 2025 [4]. - The sales generated from consumer goods replacement programs are projected to exceed 1.3 trillion yuan in 2024 and 1.6 trillion yuan by mid-2025 [4]. Group 4: Policy Implementation and Support - The government is committed to ensuring the effective use of special long-term bond funds, with 690 billion yuan allocated for consumer goods replacement already distributed [7]. - There is a focus on enhancing the efficiency of project implementation and fund allocation to ensure a smooth execution of the "Two New" policies [7]. - The government aims to create a long-term mechanism for updates and replacements, emphasizing strict supervision and risk management [8].
经济学家解读2025上半年中国经济关键词
Ren Min Ri Bao· 2025-08-10 23:24
Core Viewpoint - China's economy shows strong vitality and resilience in the first half of the year, with a GDP growth of 5.3%, positioning it as a leader among major economies [2][3] Economic Performance - The GDP growth of 5.3% in the first half of the year reflects China's robust economic performance despite global uncertainties [2] - Domestic demand contributed 68.8% to GDP growth, indicating a solid foundation for the domestic economy [16] Policy Measures - The government has implemented proactive fiscal and monetary policies to stabilize the economy and promote growth [3] - Policies such as consumption incentives and infrastructure investment have led to a 5.0% increase in retail sales and a 4.6% increase in infrastructure investment [4] Technological Innovation - The manufacturing sector has seen significant growth, with high-tech manufacturing increasing by 9.5% and equipment manufacturing by 10.2% [7] - R&D expenditure reached nearly 2.7% of GDP, surpassing the EU average, indicating a strong focus on innovation [4][8] Trade and External Relations - Exports grew by 7.2%, with high-end equipment exports increasing by over 20%, showcasing a shift towards higher value-added products [4][13] - Trade with countries involved in the Belt and Road Initiative accounted for 51.8% of total trade, diversifying market risks [13] Market Dynamics - The domestic market is characterized by a wide range of consumption patterns, with service consumption accounting for 45.5% of total consumption [12] - The manufacturing sector is adapting to global supply chain changes, with significant growth in high-end equipment manufacturing [12][13] Employment and Income - The urban unemployment rate decreased to 5.0%, and per capita disposable income increased by 5.4%, reflecting improvements in living standards [24][25] - The government is focusing on enhancing social security and employment support to further boost consumer confidence [25][26]
不折不扣落实减税降费
Sou Hu Cai Jing· 2025-08-08 22:16
Group 1 - The cumulative tax cuts and fee reductions in China from 2021 to the first half of this year reached 9.9 trillion yuan, expected to reach 10.5 trillion yuan by the end of this year, with an average annual increase of over 2 trillion yuan [1] - Tax cuts and fee reductions are crucial for reducing the burden on enterprises and stimulating market vitality, allowing more funds for reinvestment and enhancing the multiplier effect of investments [1][2] - Structural tax cuts aim to allocate more funds to critical areas for national development, better serving the construction of a modern industrial system [1] Group 2 - The structural tax cuts particularly support the manufacturing sector, with measures like lowering VAT rates and increasing VAT refunds, contributing to the growth of manufacturing [2] - From 2021 to 2024, the sales revenue of manufacturing enterprises is expected to maintain around 29% of total enterprise revenue, significantly supporting economic growth [2] - High-end and intelligent manufacturing are progressing steadily, with annual sales revenue growth rates of 9.6% and 10.4% for equipment manufacturing and high-tech manufacturing, respectively [2] Group 3 - Continued implementation of tax and fee preferential policies is essential, with departments relying on tax data to accurately identify beneficiaries and improve service mechanisms [3] - There is a need to optimize tax and fee systems to support technological innovation and manufacturing development, including policies for basic research and technology transfer [3] - Tax incentives should guide social funds towards research and production in modern industries, particularly in new energy, new materials, electronic information, and robotics [3]
一揽子稳增长措施发力 我国经济总体产出保持扩张
Jin Rong Shi Bao· 2025-08-08 07:59
5月31日,国家统计局发布的数据显示,5月份,制造业采购经理指数(PMI)为49.5%,比上月上 升0.5个百分点;非制造业商务活动指数为50.3%,比上月下降0.1个百分点;综合PMI产出指数为 50.4%,比上月上升0.2个百分点,我国经济总体产出保持扩张。 东方金诚首席宏观分析师王青表示,5月份制造业PMI指数回升主要有两方面因素驱动。一是包括 降息降准在内的一揽子金融政策措施对经济稳定增长形成支撑,二是关税战降温,下半月我国对美国出 口出现比较强劲的反弹。 "5月份,我国制造业经历了上月短暂波动后呈现回稳迹象,但后期走势仍需观察。"文韬具体分析 道,一方面,外部环境依然复杂严峻,外贸回稳仍有不确定性;另一方面,从PMI表现来看,制造业 PMI仍处于50%以下水平,多数分项指标及部分行业仍处于低位。当前政策层面,仍需加码推进各项稳 经济政策措施,加快构建双循环新发展格局和全国统一大市场。 非制造业商务活动指数延续扩张 5月份,非制造业商务活动指数为50.3%,比上月略降0.1个百分点,仍高于临界点,非制造业总体 延续扩张态势。对此,中国物流信息中心分析师武威表示,非制造业商务活动指数今年以来连续5个月 ...