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深圳宝安区:深入实施“八大工程” 谱写高质量发展新篇章
Zhong Guo Jing Ji Wang· 2026-02-03 13:55
2月2日,记者从深圳市宝安区委宣传部获悉,2026年,宝安区将深入实施"八大工程",奋力谱写高质量 发展新篇章,实现"十五五"良好开局。 具体而言,宝安将实施扩大内需工程,大力提振消费扩大有效投资;实施价值提升工程,构建具有宝安 特点和宝安优势的现代化产业体系;实施动能培育工程,持续提升产业科技创新能力;实施动力增强工 程,进一步全面深化改革扩大高水平开放;实施协同发展工程,以"百千万工程"为牵引积极参与区域联 动;实施品质跃升工程,加快打造具有国际气质、湾区特色的现代化城区;实施民生幸福工程,不断提 升居民群众获得感满意度;实施安全筑基工程,全力建设更高水平平安宝安。 围绕"八大工程"部署,宝安将在经济领域重点实施工业固本强基、消费提振、投资攻坚、服务业扩能提 质、"人工智能+"、创新引领、外资外贸稳增长、重点片区建设、"企业服务2.0"等"九大行动"。 2025年是"十四五"规划收官之年。五年来,宝安有效应对系列风险挑战,高质量发展成果丰硕,改革创 新动能持续增强,城区功能整体跃升,民生保障扎实有力,文化强区建设展现新貌,社会大局平安和谐 稳定,党的建设全面加强,城区经济实力、创新活力、综合竞争力实现长足 ...
短期压力显化,稳需求政策预期上升
金融街证券· 2026-02-03 11:12
Economic Indicators - The January 2026 PMI index is at 49.3%, down 0.8 percentage points from the end of 2025, indicating a shift from expansion to contraction in manufacturing[3] - The new orders index is at 49.2%, a decrease of 1.6 percentage points, reflecting insufficient total market demand[3] - The new export orders index stands at 47.8%, down 1.2 percentage points, signaling a further slowdown in external demand[3] Supply and Production Dynamics - The production index is at 48.7%, a decline of 2.4 percentage points, while the business activity expectation index is at 52.6%, down 2.9 percentage points[3] - The "production index - new orders index" spread increased by 0.5 percentage points, indicating an expanding supply-demand gap[3] - Finished goods inventory rose from 48.2% to 48.6%, suggesting passive inventory accumulation by firms[3] Price Pressures - The raw material purchase price index is at 56.1%, up 3.0 percentage points, indicating significant cost pressure on businesses[4] - The factory price index is at 50.6%, an increase of 1.7 percentage points, but it lags behind the rise in raw material costs, compressing profit margins[4] Non-Manufacturing Sector - The non-manufacturing PMI for the construction sector is at 48.8%, down 4 percentage points, indicating contraction and nearing historical lower limits[4] - The service sector PMI is at 49.5%, a slight decrease of 0.2 percentage points, reflecting ongoing economic pressures[7] Macro Economic Outlook - There is a risk of evolving into a "stagflation-like" structure due to inflation being driven more by upstream costs rather than demand[5] - The urgency for demand stabilization policies is highlighted to alleviate structural pressures and improve economic expectations[5]
【宏观经济】一周要闻回顾(2026年1月28日-2月3日)
乘联分会· 2026-02-03 10:48
2025年全国财政支出28.74万亿元 2025年全国规模以上文化及相关产业企业营业收入增长7.4% 2026年1月中国采购经理指数运行情况 2025年中国对外投资合作运行情况 点 击 蓝 字 关 注 我 们 本文全文共 2825 字,阅读全文约 10 分钟 2025年全国财政支出28.74万亿元 财政部1月30日发布数据显示, 2025年,全国一般公共预算支出28.74万亿元,同比增长1%。 其中,社会 保障和就业、教育、卫生健康、科学技术、节能环保等支出分别增长6.7%、3.2%、5.7%、4.8%和6.1%,重点 领域支出得到较好保障。 2025年,我国实施了育儿补贴政策,这是新中国成立以来首次大范围、普惠式、直接向群众发放的民生 保障现金补贴。当年,全国各级财政共安排约1000亿元,其中,中央财政安排904亿元。据统计,截至目前, 全国已惠及3000多万名婴幼儿。 针对提振消费,2025年,财政部先后分四批累计下达超长期特别国债资金3000亿元支持消费品以旧换 新,有力释放了消费潜力,助力相关产业加快转型升级。 (来源:财政部 ) 2025年全国规模以上文化及相关产业企业营业收入增长7.4% 2025 ...
【1月策略简评】流动性宽松,债券市场有望保持平稳运行
Sou Hu Cai Jing· 2026-02-03 10:32
Economic Growth and Investment - The GDP growth for the year 2025 is projected at 5.0%, achieving the annual economic growth target, characterized by a "high first, low second" structure and stronger external demand compared to internal demand [2] - In December 2025, industrial production accelerated, particularly in new momentum sectors such as pharmaceuticals, specialized equipment, and computer communications [2] - Fixed asset investment continued to decline throughout 2025, recording negative growth, but is expected to rebound in 2026 due to new policy financial tools and increased special bond investments [2] Consumer and Price Trends - In December, the Consumer Price Index (CPI) rose by 0.8%, reaching the highest level since March 2023, primarily driven by increased food prices [3] - The Producer Price Index (PPI) also turned positive, supported by improved supply-demand order from "anti-involution" policies and rising commodity prices [3] - Retail sales growth slowed to a new low for 2023, but service consumption showed improvement, indicating a potential bottoming out of certain consumer goods [2][3] Fiscal and Monetary Policy - Fiscal revenue saw a significant decline at year-end, with major tax categories dropping, while fiscal expenditure decreased at a slower rate [3] - The fiscal deficit rate for 2026 is expected to remain at a high level of 4.0%, ensuring that expenditure efforts will not diminish [3] - The central bank announced a reduction in the interest rates of structural monetary policy tools and expanded their scope, indicating ongoing targeted support for key sectors [3] External Environment and Market Trends - The Federal Reserve maintained its benchmark interest rate at 3.5%-3.75% in January, aligning with expectations, while continuing its asset purchase program [4] - Global stock markets experienced a broad rally in January, with emerging markets performing particularly well, and A-share indices all rising [4] - The bond market is expected to remain stable under conditions of liquidity easing and policy support, with certain bonds still holding investment value [5]
供需双侧 协同发力保稳定
Zhong Guo Dian Li Bao· 2026-02-03 02:36
2025年我国全社会用电量突破10万亿千瓦时,延续了"十四五"以来较快增长的态势,彰显出我国经济增 长的强劲动能与产业结构转型升级的积极势头。 "十四五"电力需求年均增速达6.6% "十四五"我国电力需求5年年均增速达6.6%,电力弹性系数1.2。5年新增用电量2.85万亿千瓦时,超 过"十三五"的1.5倍。总体来看,制造业用电韧性凸显,服务业用电持续旺盛,居民生活用电稳步攀 升。 从制造业看,"十四五"用电增量近1.2万亿千瓦时,年均增速5.6%。装备制造业在新质生产力赋能带动 下用电量年均增速高达9.3%,贡献超过14%的全社会用电增量。细分行业中,电气机械和器材制造业 (18.6%)、汽车制造业(11.5%)、计算机/通信和其他电子设备制造业(11.1%)用电量年均增速超过 10%,其中,光伏设备及元器件制造用电量受新能源快速发展拉动年均增速超过50%、新能源车整车制 造用电量年均增速超过40%。四大高耗能行业在国家稳增长政策、新冠疫情期间出口替代效应以及新能 源、新材料快速发展等拉动下保持稳步增长、年均增速3.6%。细分行业中,用电量增速从高到低依次 为化学原料和化学制品制造业(5.7%)、有色金属冶 ...
上海市长划重点:这些产业,全力支持
Di Yi Cai Jing· 2026-02-03 02:07
积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业发展。 报告表示,今年要深化国际经济中心建设。聚焦建设现代化产业体系,持续巩固壮大实体经济根基,在 石化、钢铁等行业持续开展数智技术、绿色技术改造和产线升级,在集成电路、生物医药、人工智能等 领域加快实施一批重大产业项目,积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫 星互联网等产业发展,培育特色数字产业集群,大力推动服务业扩能提质、集聚发展。 据上观新闻,上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作 报告》。 ...
1月制造业PMI重回收缩区间至49.3%
First Capital Securities· 2026-02-02 11:05
Group 1: Manufacturing PMI Overview - January Manufacturing PMI in China is 49.3%, down 0.8 percentage points from the previous month, indicating a shift from expansion to contraction[2] - Large enterprises have a PMI of 50.3%, down 0.5 percentage points; medium enterprises at 48.7%, down 1.1 percentage points; and small enterprises at 47.4%, down 1.2 percentage points, showing a divergence in performance[2] - The production index is at 50.6%, down 1.1 percentage points, remaining above 50% for two consecutive months[7] Group 2: Demand and Supply Dynamics - New orders index is at 49.2%, down 1.6 percentage points, while new export orders are at 47.8%, down 1.2 percentage points, indicating weak demand[2] - The import index is at 47.3%, up 0.3 percentage points, suggesting a slight recovery in imports[2] - The inventory-sales ratio is 1.08, up from 1.05 in December, indicating a slowdown in destocking[3] Group 3: Price and Profitability Indicators - The factory price index is at 50.6%, up 1.7 percentage points, indicating a return to expansion territory[3] - The main raw material purchase price index is at 56.1%, up 3 percentage points, indicating rising input costs[3] - Profitability index is at -5.5%, down 1.3 percentage points, indicating that factory prices are not keeping pace with raw material costs, leading to declining profit levels[19] Group 4: Non-Manufacturing PMI Insights - January Non-Manufacturing PMI is at 49.4%, down 0.8 percentage points, marking a new low for 2023[4] - The services sector PMI is at 49.5%, down 0.2 percentage points, while the construction sector PMI is at 48.8%, down 4 percentage points, indicating significant contraction[4] Group 5: Employment and Logistics - Employment index is at 48.1%, down 0.1 percentage points, indicating a contraction in employment conditions[21] - Supplier delivery time index is at 50.1%, down 0.1 percentage points, but still above the neutral mark, indicating faster delivery times[21]
英国企业信心指数跃升至八个月高点 央行按兵不动预期强化
Zhi Tong Cai Jing· 2026-02-02 09:36
Group 1 - The UK business confidence index has risen to its highest level in eight months, indicating a potential recovery in economic growth following the budget announcement [1] - The Institute of Directors (IoD) reported that the business confidence index increased from -66% in December 2025 to -48% in January 2026, showing a rebound trend from near historical lows [1] - CEOs' confidence in their own companies rose to +14% in January from -4% in December, reflecting improved expectations for investment, hiring, and sales [1] Group 2 - Despite plans to increase taxes by £26 billion ($36 billion), businesses are largely exempt from these measures, while households are feeling the impact of increased taxation [2] - The hospitality sector, including pubs and live music venues, is receiving support from the Chancellor, which is crucial given the previous backlash against rising business tax rates [2] - The IoD noted that revenue expectations reached their highest point since September 2024, with key indicators tracking employee numbers and investment intentions also showing significant increases [2] Group 3 - The rise in business confidence and PMI is seen as a strong signal of economic recovery, while rising inflation indicators set a higher threshold for interest rate cuts by the Bank of England [3] - Economists expect the Bank of England to maintain interest rates at 3.75% in the upcoming meeting, with only one more rate cut anticipated this year [3] - The Monetary Policy Committee has been cautious since August 2024, having previously lowered rates from 5.25%, and there is a consensus to slow down the pace of rate cuts unless unexpected circumstances arise [3]
炸锅!加征25%再追加25%!印度对美出口遭史上最重关税打击!
Sou Hu Cai Jing· 2026-02-02 08:50
莫迪转向欧盟的决策,实际上并非一时冲动,而是印度奉行战略自主外交理念的必然选择。长期以来,印度一直坚持不结盟政策,虽然与美国有着密切的关 系,但印度从未放弃与俄罗斯、伊朗等传统伙伴的合作,也始终不愿成为美国用来制衡中国的棋子。而特朗普政府的制裁措施,恰恰触碰了印度的外交底 线,让莫迪政府意识到,过度依赖美国将会导致其丧失战略自主权。虽然美印同盟是否彻底破裂仍未可知,但从本质上看,美印关系的裂痕根源在于美国战 略政策的转变,导致印度失去了原本的战略自主权,而非两国核心利益发生了根本对立。 然而,不可否认的是,美印关系已经进入了竞争大于合作的新阶 段。美国的衰退与印度崛起的野心注定会使两国在未来的许多问题上产生更多的分歧。特朗普的打压不仅让两国难以回到过去那种无条件扶持的局面,也让 印度更加清晰地认识到,外交多元化和战略自主性的重要性。 特朗普的打击精准而致命,不仅如此,他还对印度的服务业发起了攻击。印度是全球最大侨汇国,H-1B签证申请者占据了超过70%的份额,然而,特朗普 在2025年9月签署的行政令却将H-1B签证费用暴涨至10万美元,实际上堵死了印度公民赴美就业创汇的主要渠道。经济制裁之外,特朗普对印度的 ...
云南省永胜县市场监管局三举措打好市场消费维权攻坚战
Xin Lang Cai Jing· 2026-02-02 08:44
中国质量新闻网讯 2025年以来,云南省永胜县市场监督管理局认真总结分析消费投诉 【下载黑猫投诉 客户端】处置案例,紧扣节日市场特点,通过宣传引导、高效处置、源头治理三项举措,全力打好消费 维权攻坚战,确保人民群众买得放心、用得安心。 三、聚焦重点领域,执法监管"常态化" 针对投诉举报集中反映的问题,加大执法检查力度,力争从源头上遏制侵害消费者权益的行为。在节日 到来之前,组织执法人员以农贸市场、三川翠湖观景台、片角热河温泉酒店及投诉较多的仁和服务区、 树底观景台等涉旅行业为重点,围绕食品药品安全、产品质量、计量、价格欺诈、虚假宣传等方面开展 节日市场专项执法行动。通过不断规范经营者经营行为,构建良好的消费环境,减少消费纠纷的发生。 下一步,永胜县市场监督管理局将继续坚守为民服务的初心,持续关注消费维权领域的新动态、新问 题,不断创新工作方法,提升维权效能,用实际行动守护丽江消费市场的"金字招牌"。(来源:云南省 丽江市市场监管局) 为从源头上减少消费纠纷,将维权工作关口前移,变"事后调解"为"事前预防"。一是发布消费提示。针 对节日期间粮油、饮料、肉制品及月饼、粽子等特色食品、化妆品、餐饮、住宿、服务业等领 ...