服务贸易迎政策利好 企业出海再获新动能 近日，为贯彻落实党中央、国务院决策部署，更大力度促进服务出口，推动服务贸易高质量发展，相关部门 出台了一系列政策措施。政策将为企业拓展服务贸易带来实质性利好，下面让我们从财税角度逐一解读。 Part.01 资金支持力度加大 服务出口获多重保障 政 策 亮 点:文 件 明 确 要 "用 好 用 足 中 央 和 地 方 现 有 资 金 渠 道 ", 重 点 支 持 数 字 服 务 、 研 发 设计、绿色环保等 新兴服务业 态 出 口。这意味着相关企业可同时申请中央和 地方两级资金支持,大大提高了项目可行 性。 财 税 建 议: 企 业 应 密 切 关 注 各 级 财 政 部 门 发 布 的 专 项 资 金 申 报 指 南 , 提 前 做 好 项 目 储备和材料准备,最大限度享受政策红 利。 Part.02 税收优惠程序优化 --- 出口退税更便捷 -- 政策 突破:文件提出"优化服务出口零税 率申报程序",鼓励有条件地区推广以电子 信息 替 代 纸 质 凭 证 , 这 将 显 著 提 高 退 税 效 杯。 专家视角:退税流程的简化将直接改善企 业现金流,建议企业及时了解当地 ...

今年下半年，扩内需增量政策信号持续释放；"反内卷"将是重要政策议题；围绕稳住楼市股市，下半年 仍会有政策部署……近日，多部门召开经济形势座谈会、年中工作会或相关发布会，透露了下一步工作 重点。 2025年是"十四五"规划的收官之年，上半年 GDP（国内生产总值）增速达到5.3%。近日，多部门召开 经济形势座谈会、年中工作会或相关发布会，透露了下一步工作重点。专家表示，下半年政策主线仍将 聚焦扩内需、"反内卷"、稳楼市股市等方面。 全方位扩大内需 全方位扩大国内需求是今年重点任务之首，下半年扩内需增量政策信号持续释放。 7月16日召开的国务院常务会议研究做强国内大循环重点政策举措落实工作，并作出一系列针对性部 署，涉及扩大新兴服务业等领域投资、优化消费品以旧换新政策等。 "扩大内需""提振消费"成为各部门提及下一步施策重点时的高频词。近日，财政部在上半年财政收支情 况新闻发布会上提到，下一步将按照《提振消费专项行动方案》部署，加快出台提振消费增量政策举 措，引导地方提升消费环境，优化消费供给。国家发展改革委则多次强调，扩围提质实施"两新"政策， 加力实施"两重"建设。 消费品以旧换新是当前扩大内需的重要抓手。据 ...

Group 1 - The core focus of the government's economic strategy is to "fully expand domestic demand," with significant policy signals expected in the second half of the year [2] - The State Council's meeting on July 16 emphasized the implementation of key policies to strengthen domestic circulation, including expanding investment in emerging service industries and optimizing the old-for-new consumption policy [2] - The Ministry of Finance plans to accelerate the introduction of measures to boost consumption, with a total of 690 billion yuan in special long-term bonds allocated in July and planned for October to support these initiatives [2] Group 2 - The central economic work conference and this year's government work report highlighted the need to address "involution-style" competition, with "anti-involution" becoming a key policy topic for the second half of the year [3] - The government aims to promote the construction of a unified national market and regulate low-price disorderly competition among enterprises, particularly in the new energy vehicle sector [3] - Policies to stabilize the real estate and capital markets have been emphasized, with expectations for more supportive measures in the housing market, including easing restrictions in first-tier cities and optimizing real estate storage policies [3]

Group 1 - The Tianjin Economic Development Zone has launched an action plan to promote high-quality development in the service industry, focusing on five major actions [2] - The five actions include deep integration of manufacturing and service industries, application of digital technology in services, innovation in regulations to attract foreign investment, talent development for the service sector, and fostering a multi-level service industry ecosystem [2] - The event is seen as a significant opportunity for the Binhai New Area to accelerate the transformation of manufacturing towards high-end, intelligent, and green development [2][3] Group 2 - JD Industrial has introduced the "Chain Connecting Cities, Trillion Cost Reduction" plan tailored for Tianjin's industrial economy, aiming to promote transformation, reduce costs, expand sales channels, and assist in internationalization [3] - The initiative will provide a "digital highway" connecting supply and demand across various industries, addressing the pain points and needs of foreign trade companies [3]

Economic Performance - In April, the industrial added value above designated size increased by 6.1% year-on-year, while the total retail sales of consumer goods rose by 5.1% year-on-year [1] - From January to April, fixed asset investment (excluding rural households) grew by 4.0% year-on-year [1] - The growth rate of 6.1% in industrial production is one of the fastest monthly rates since last year, with 36 out of 41 major industries showing growth [1][2] High-tech and Emerging Industries - The added value of high-tech manufacturing above designated size increased by 10.0% year-on-year, outperforming the overall industrial growth by 3.9 percentage points [2] - Specific sectors such as intelligent unmanned aerial vehicle manufacturing and smart vehicle equipment manufacturing saw significant growth, with increases of 74.2% and 29.3% respectively [2] - The production of industrial robots surged by 51.5% year-on-year, indicating a strong trend towards industrial upgrading and innovation [2] Consumer Market Trends - The total retail sales of consumer goods in April grew by 5.1%, driven by policies such as trade-in programs [3] - The retail sales growth rate has remained above 5% for two consecutive months, reflecting stable market conditions [3] - Service retail sales also showed positive growth, with travel-related consumption increasing rapidly [3] Policy and Economic Outlook - Despite external shocks, the overall economic recovery trend remains unchanged, supported by proactive macroeconomic policies [4] - The need for coordinated policy efforts is emphasized, particularly in boosting consumption through both short-term measures and long-term reforms [4] - Future consumption-boosting policies should focus on demand-side initiatives, especially in fiscal policy [4]

Core Insights - The National Bureau of Statistics highlights breakthroughs in cutting-edge technology fields such as artificial intelligence large models and humanoid robots, which will further promote industrial upgrading and development [1] Group 1: Economic Growth and Innovation - There is a strong push for deep integration of technological innovation and industrial innovation, enhancing the transformation of technological creativity into social productivity [1] - The role of innovation in driving economic development is continuously increasing, injecting new momentum into the economy [1] Group 2: High-tech Industry Performance - The added value of high-tech manufacturing industries above designated size grew by 10% in April, outpacing the overall industrial growth by 3.9 percentage points [1] - The added value of the intelligent unmanned aerial vehicle manufacturing industry surged by 74.2% in April [1] - The production of new energy vehicles increased by 38.9% [1] Group 3: Future Prospects - Breakthroughs in artificial intelligence large models and humanoid robots are expected to further facilitate industrial upgrading and development [1]

Core Viewpoint - The March EPMI increased by 10.6 points to 59.6, indicating a significant improvement in the economic climate, reaching the second-highest level for March since 2019, only behind March 2021 [1][6][8]. Group 1: Economic Indicators - The production, order, and export indices rose by 21.6, 13.7, and 11.6 points respectively, reflecting a recovery in production as the operational season commenced [2][9]. - The production-to-demand ratio stands at 3.3, indicating a marginal improvement in the supply-demand balance compared to the averages from 2021 to 2024 [2][10]. - Employment indicators improved by 5.8 points, marking the second consecutive month of positive change [2][12]. Group 2: Sector Performance - All seven major emerging industries are in the expansion zone, with significant increases in the new generation information technology sector, which rose by 27.1 points to above 60 [4][14]. - High-end equipment manufacturing and new materials sectors saw increases of 16.4 and 9.0 points respectively, supported by government policies promoting emerging industries [4][14]. - The new energy vehicle sector increased by 8.1 points, reflecting the impact of policy incentives [4][15]. Group 3: Future Outlook - The EPMI's upward trend is crucial for assessing the manufacturing and economic climate, with expectations that the manufacturing PMI could return to around 51 in March [3][12]. - The upcoming months are critical for sustaining economic recovery, influenced by debt management policies and fiscal changes [5][15].