摘要 中国经济韧性与潜力必将进一步释放，为世界经济带来更多稳定性和确定性。 近日，世界银行与国际货币基金组织(IMF)纷纷上调对中国经济的增速预期：世界银行11日在京发布最新一期中国经济简报，相较上期简报，对 2025年中国经济增速预期上调0.4个百分点；此前一天，IMF预计2025年中国经济增速将达5%，较今年10月发布的《世界经济展望报告》上调0.2个 百分点。 国际机构上调预期，本质是对中国政策与市场协同效应的认可。世界银行与IMF均提到，中国政府宏观政策"更积极""更可预期"，为经济增长营造 稳定环境。财政政策通过减税降费、专项债发行精准支持重点领域，货币政策通过利率市场化改革与合理充裕的流动性降低企业融资成本。政策之 展望"十五五"，中国经济将在高质量发展的道路上稳步前行，继续为全球增长贡献重要力量。尽管过程仍有诸多挑战，但只要坚持稳中求进、深化 改革，中国经济韧性与潜力必将进一步释放，为世界经济带来更多稳定性和确定性。 内需市场深度挖掘是"稳"的重要支撑。消费端，政府通过发放消费券、优化消费环境、培育新兴消费热点等举措，激发消费潜力，推动消费结构升 级，居民消费意愿和能力不断提升。投资端，财政政策 ...

今年，全国工商联对4022家有国际业务的民营企业开展了问卷调研，形成的《2025中国民营企业国际化 发展报告》日前发布。报告显示：我国民营企业境外经营规模进一步扩大，国际化水平提高。 people.cn >中国 经营数益良体稳定 国际化民企实现净利润 2024年 21087.99亿元 2.78% 增长 中国 多数行业企业需用 国际化民企 涉足的84个行业中 2024年 a80 r行业实现盈利 对外直接投资规模大 国际化民企对外直接投资额 2024年 1593.547 顆龍球 1535 锂电池 等保持较高水平 汽车行业 行业 HEV 出口贸易额显著增长 国际化民企出口额 2024年 32839.047 11.21% 增长 載至去年底 676694 11.32% 增长 来源：人民日报海外版、经济日报 （文章来源：人民网） 级读 创新能力量 - 建筑 国际化民企拥有 国际有效发明专利 ...

Core Viewpoint - The "Action Plan" aims to promote steady growth in the electronic information manufacturing industry from 2025 to 2026, targeting an average growth rate of around 7% for major sectors and over 5% annual revenue growth for the overall industry, with specific goals for various sub-sectors and products [1][2]. Group 1: Industry Growth Targets - The plan sets a target for the electronic information manufacturing industry's revenue scale and export ratio to maintain the top position among 41 industrial categories by 2026 [1] - It anticipates that five provinces will achieve over 1 trillion yuan in electronic information manufacturing revenue, and the server industry will exceed 400 billion yuan [1] - The domestic market penetration rate for 75-inch and larger color TVs is expected to surpass 40% [1] Group 2: Innovation and Technology - The plan emphasizes the promotion of artificial intelligence (AI) terminals and their integration with products, along with the establishment of standards for AI terminal innovation [2] - It aims to enhance traditional electronic product consumption, including mobile phones, computers, and televisions, through technological and product innovation [3] - The plan encourages the development of new business models and the integration of electronic information infrastructure with new urban infrastructure [3] Group 3: Industry Structure and Support - The plan outlines the need for a multi-tiered enterprise collaboration system centered around leading companies and "chain master" enterprises, supporting high-tech and innovative small and medium-sized enterprises [2] - It calls for significant updates to large-scale equipment and the initiation of major projects to drive high-end, intelligent, and green development in the industry [4] - The plan includes policies to support key enterprises in the supply chain and enhance the resilience and security of critical industries [4]

Group 1 - The core viewpoint highlights the significant growth of the ChiNext 50 ETF managed by Harvest, with a notable increase in both scale and turnover, indicating strong investor interest and market performance [2][5] - As of June 23, the average daily trading volume of the ChiNext 50 ETF over the past year was 31.93 million yuan, with a turnover rate of 2.4% on a specific trading day [2] - The ChiNext 50 ETF has seen a scale increase of 247 million yuan in the last three months, ranking first among comparable funds, and a share increase of 26.5 million shares, also leading in its category [2] Group 2 - The top ten weighted stocks in the ChiNext 50 Index as of May 30, 2025, include Ningde Times, Dongfang Wealth, and Huichuan Technology, collectively accounting for 65.6% of the index [2] - The individual weightings of the top stocks are as follows: Ningde Times at 25.88%, Dongfang Wealth at 11.23%, and Huichuan Technology at 5.08%, among others [4] - The overall economic environment is showing stability and progress, with the industrial added value in May increasing by 5.8% year-on-year and 0.61% month-on-month, reflecting positive economic trends [4] Group 3 - The market outlook for the second half of 2025 suggests limited short-term upward momentum due to fundamental expectations, but a weaker dollar trend and supportive capital market policies may drive A-share market growth [5] - Key catalysts for market upward movement include global fundamental improvements, domestic policy implementation, and the development of emerging industries [5] - Investors are encouraged to consider the ChiNext 50 ETF Harvest linked fund (023429) to capitalize on these investment opportunities [5]