"增值税发票数据充分展示了我国新质生产力持续发展壮大的良好态势。"陕西巨丰投资资讯有限责任公 司高级投资顾问朱华雷在接受《证券日报》记者采访时表示，这种发展不仅体现在产业结构的优化升级 上，更体现在创新驱动发展战略的深入实施和数字经济与实体经济的深度融合上。 记者注意到，培育发展新质生产力的支持力度也在持续加大。 国家税务总局公布的最新增值税发票数据显示，2025年10月份，我国新质生产力持续培育壮大，高端制 造、创新产业（300832）、数实融合三大领域均呈现稳健增长态势，为经济发展持续注入新活力。 "增值税发票数据印证了我国新质生产力发展已进入加速期。"中国商业经济学会副会长宋向清在接受 《证券日报》记者采访时说。 创新产业加快发展。10月份，高技术产业销售收入同比增长13.6%，延续两位数较快增长。其中，高技 术服务业销售收入同比增长16.1%；高技术制造业销售收入同比增长10.1%，特别是随着"人工智能+"行 动加快落地，集成电路、工业机器人、无人机制造销售收入同比分别增长32.5%、41.7%和38.4%。 高端制造持续发力。10月份，装备制造业销售收入同比增长7.3%，今年以来持续高于制造业平均水 ...

11月24日，记者从国家税务总局获悉，最新增值税发票数据显示，2025年10月，我国新质生产力持续培 育壮大，高端制造、创新产业、数实融合三大领域均呈现稳健增长态势，为经济发展持续注入新活力。 创新产业加快发展。10月份，高技术产业销售收入同比增长13.6%，延续两位数较快增速。其中，高技 术服务业销售收入同比增长16.1%；高技术制造业销售收入同比增长10.1%，特别是随着"人工智能+"行 动加快落地，集成电路、工业机器人、无人机制造销售收入同比分别增长32.5%、41.7%和38.4%。 高端制造持续发力。10月份，装备制造业销售收入同比增长7.3%，今年以来持续高于制造业平均水 平，占制造业比重已近半。其中，计算机通信设备制造业、船舶及相关装置制造业、电池制造业销售收 入同比分别增长10.1%、24.4%和27.2%，展现较强发展势头。 数实融合不断突破。10月份，数字经济核心产业销售收入同比增长8.5%，全国企业采购数字技术金额 同比增长9.6%，反映数字产业化和产业数字化正持续推进。其中，数字产品服务业、数字技术应用业 销售收入同比分别增长10.2%和13.1%；数字消费拉动作用明显，数字内容与媒体 ...

经济日报北京11月24日讯(记者董碧娟)国家税务总局24日公布的最新增值税发票数据显示，今年10 月，我国新质生产力持续培育壮大，高端制造、创新产业、数实融合三大领域均呈现稳健增长态势，为 经济发展持续注入新活力。 在高端制造方面，装备制造业销售收入同比增长7.3%，今年以来持续高于制造业平均水平；在创 新产业方面，高技术产业销售收入同比增长13.6%；在数实融合方面，数字经济核心产业销售收入同比 增长8.5%。 ...

Group 1 - The core viewpoint is that Shanxi Province is experiencing significant growth in new productive forces, with sales revenue in related industries increasing by 9.06% year-on-year, outperforming the overall industrial sales growth by 17.75 percentage points [1] - The digital economy is accelerating its industrialization, with core industry sales revenue growing by 7.34% year-on-year and a dramatic increase of 6.6 times in the procurement of digital products by enterprises [1] - High-tech industries are showing strong resilience, with sales revenue increasing by 12.20% year-on-year, including a 17.76% increase in high-tech manufacturing and a 3.86% increase in high-tech services [1] Group 2 - Shanxi Province is focusing on high-quality development by nurturing new productive forces, with a 7.98% year-on-year increase in spending on R&D and technical services, supporting the integration of technological and industrial innovation [1] - The tax authorities in Shanxi will continue to implement tax incentives to reduce the burden on enterprises and stimulate market vitality, aiding companies in increasing R&D investments and moving up the industrial chain [2] - The tax department will enhance economic analysis and monitor regional economic dynamics using tax data to support the cultivation of new productive forces and high-quality development in Shanxi [2]

Core Viewpoint - The digital economy continues to drive economic growth in China, with significant contributions from key regions like Beijing, Shanghai, and Zhejiang, as evidenced by their respective GDP growth rates and industrial performance [1][2]. Group 1: Economic Performance - National GDP grew by 5.2% year-on-year in the first three quarters, with an increase of 0.2 percentage points compared to the previous year and 0.4 percentage points compared to the same period last year [1]. - Beijing's digital economy added value grew by 9.0%, while Shanghai's AI manufacturing sector saw a growth of 12.8% [1]. - Zhejiang's core digital economy manufacturing maintained double-digit growth, indicating robust performance across key sectors [1]. Group 2: Sector Contributions - In Beijing, the industrial and information software sectors achieved an added value exceeding 1.3 trillion yuan, accounting for 35.1% of the city's GDP and contributing 58.2% to economic growth [2]. - Shanghai's leading industries reported an 8.5% increase in manufacturing output, outperforming the city's overall industrial output growth by 2.8 percentage points [2]. - Anhui province's high-tech manufacturing sector saw a remarkable 27.8% increase in added value, contributing 46.2% to the growth of all regulated industrial added value [2]. Group 3: Digital Economy Index and ETF - The CSI Digital Economy Theme Index (931582) saw a decline of 2.01%, with leading stocks including Runze Technology and Runhe Software, while stocks like Tuojing Technology experienced the largest declines [1]. - The digital economy ETF (560800) closely tracks the CSI Digital Economy Theme Index, which includes companies with high digitalization levels and infrastructure [2]. - The top ten weighted stocks in the CSI Digital Economy Theme Index account for 53.93% of the index, with notable companies such as Dongfang Wealth and Cambricon [3][5].

Core Insights - The latest data from the National Taxation Administration indicates a 6.1% year-on-year increase in the amount spent by enterprises on research and development and technical services in the first three quarters of the year, reflecting a sustained increase in innovation efforts [1] Group 1: R&D and Technology Services - The sales revenue of the scientific and technical service industry, a key area for the integration and value conversion of technological elements, grew by 22.3% year-on-year in the first three quarters, continuing its rapid growth trend [1] - Sales revenue in knowledge-intensive industries, characterized by high technological content, increased by 11.5% year-on-year [1] Group 2: Emerging Industries - High-tech industries and equipment manufacturing saw sales revenue growth of 15.2% and 9% year-on-year, respectively, in the first three quarters [1] - The implementation of the "Artificial Intelligence +" initiative has accelerated growth in emerging industries, with sales revenue for integrated circuit manufacturing, robotics manufacturing, and drone manufacturing increasing by 17%, 21.7%, and 69.8% year-on-year, respectively [1] Group 3: Digital Economy - The sales revenue of core industries in the digital economy grew by 10.6% year-on-year in the first three quarters [1] - Within this sector, the digital product manufacturing and digital technology application industries experienced year-on-year growth of 11% and 14.5%, respectively, indicating rapid development in digital industrialization [1] - The amount spent by enterprises on digital technology increased by 10.6% year-on-year, reflecting an upgrade in industrial digitalization [1]

Group 1 - The core viewpoint of the articles highlights the significant increase in corporate innovation investment and the robust growth of strategic emerging industries in China, indicating a faster pace of new productivity development that injects new momentum into economic growth [1][2] Group 2 - In the first three quarters, the sales revenue of the technology service industry, a key area for integrating technology resources, grew by 22.3% year-on-year, continuing its rapid growth trend [1] - The sales revenue of high-tech industries and equipment manufacturing increased by 15.2% and 9% year-on-year, respectively, with notable growth in sectors such as computer communication equipment manufacturing and aerospace [1] - The sales revenue of specialized and innovative "little giant" enterprises increased by 8.2% year-on-year, with high-tech manufacturing enterprises experiencing an 11.8% growth [2] Group 3 - The core industries of the digital economy saw a sales revenue increase of 10.6% year-on-year, with digital product manufacturing and digital technology application sectors growing by 11% and 14.5%, respectively [2] - The total amount spent by enterprises on digital technology increased by 10.6% year-on-year, reflecting an upgrade in industrial digitalization [2]

Core Insights - The latest data from the National Taxation Administration indicates that in the first three quarters, Chinese enterprises have significantly increased their innovation investments, particularly in strategic emerging industries, which reflects a rapid development of new productivity in China [1][2][3] - The sales revenue of specialized and innovative "little giant" enterprises grew by 8.2% year-on-year, with a notable acceleration of 4.1 percentage points compared to 2024, especially in high-tech manufacturing, which saw an 11.8% increase [1][2] Group 1: Innovation and Investment - In the first three quarters, the amount spent by enterprises on R&D and technical services increased by 6.1% year-on-year, indicating a sustained increase in R&D investment [2] - The sales revenue of the scientific and technical service industry, which is crucial for the integration and value transformation of technological elements, grew by 22.3% year-on-year, continuing its rapid growth trend [2][3] Group 2: Digital Economy and New Productivity - The core industries of the digital economy saw a year-on-year sales revenue growth of 10.6%, with digital product manufacturing and digital technology application sectors growing by 11% and 14.5%, respectively, highlighting the rapid development of digital industrialization [2] - The procurement of digital technology by enterprises increased by 10.6% year-on-year, indicating an upgrade in industrial digitalization [2] Group 3: Policy Support and Tax Relief - The tax authorities have implemented policies to support technological innovation, with tax reductions and refunds amounting to 1.3336 trillion yuan from January to August, effectively alleviating the tax burden on enterprises and encouraging increased R&D investment [1]

Core Insights - The latest data from the National Taxation Administration indicates that tax reductions and refunds supporting technological innovation reached 1.3336 trillion yuan in the first eight months of the year [1] - In the first three quarters, the amount spent by enterprises on research and development and technical services increased by 6.1% year-on-year, reflecting a sustained increase in R&D investment [1] Group 1: Technological Innovation and R&D - The sales revenue of the scientific and technical service industry grew by 22.3% year-on-year in the first three quarters, continuing its rapid growth trend [1] - The sales revenue of intellectual property-intensive industries increased by 11.5% year-on-year [1] Group 2: Strategic Emerging Industries - In the first three quarters, sales revenue in high-tech industries and equipment manufacturing grew by 15.2% and 9% year-on-year, respectively [1] Group 3: Digital Economy Integration - The sales revenue of core industries in the digital economy increased by 10.6% year-on-year in the first three quarters, with digital product manufacturing and digital technology application industries growing by 11% and 14.5%, respectively [1] - The amount spent by enterprises on digital technology increased by 10.6% year-on-year [1] Group 4: Tax Policy and Support - The tax authorities plan to leverage big data to enhance the implementation of tax and fee preferential policies that support the development of new productive forces, aiming to improve service quality for high-quality development [1]

Group 1 - The 14th China Intellectual Property Annual Conference was held in Beijing, focusing on "Intellectual Property in the Digital Age" [1] - The National Intellectual Property Administration has proposed four fundamental principles for establishing a data intellectual property system, emphasizing data security, public interest, personal privacy, and the unique attributes of data [1] - A series of key issues regarding data intellectual property protection have been explored, including protection objects, subjects, empowerment methods, rights content, and utilization models [1] - Data intellectual property pilot programs have been launched in 17 provinces and cities, with nearly 58,000 registration applications and over 29,000 certificates issued by June this year, leading to financing guarantees exceeding 10 billion yuan [1] Group 2 - In 2024, the number of invention patents authorized in China's digital economy core industries reached 500,000, ranking first globally with a year-on-year growth rate of 23.1% [2] - China has become the largest holder of artificial intelligence patents globally, accounting for 60% of the total [2] - The number of overseas invention patents authorized in China's digital economy core industries increased from 21,000 in 2016 to 52,000 in 2024, indicating a robust international presence [2] - By the end of 2024, 95 countries and regions had valid invention patents in China's digital economy core industries, totaling 407,000, which represents 43.7% of foreign invention patents in China [2]