羊城晚报记者 陈泽云 8月22日，广东省统计局发布了今年前7月广东主要经济数据：1-7月，全省规模以上工业增加值同比增 长2.4%，社会消费品零售总额同比增长3.4%，固定资产投资同比下降11.4%，CPI下降0.4%。 广东省统计局分析指出，整体来看，广东积极应对外部环境复杂多变和高温、暴雨极端天气以及基孔肯 雅热疫情等不利影响，加力推动各项宏观政策持续落地见效，全省经济运行总体平稳。 见"活力"：人货两旺消费稳步增长 数据显示，1-7月，广东客运量、旅客周转量分别增长3.6%、6.1%，货运量、货物周转量分别增长 1.0%、5.7%，其中港口货物吞吐量增长1.6%。 人货两旺折射经济第一大省活力，"流动"的广东市场需求庞大。1-7月，全省社会消费品零售总额同比 增长3.4%。按经营单位所在地分，城镇消费增长3.6%，乡村消费增长1.4%。 以旧换新政策持续显效，限额以上单位通信器材类、家用电器和音像器材类、文化办公用品类、家具 类、建筑及装潢材料类商品零售额分别增长23.5%、42.1%、33.7%、65.4%、35.7%。 见"新质"：工业机器人增产33.3% 1-7月，广东规模以上工业增加值同比增长2 ...

市场主体较为活跃。上半年,全省新设经营主体超150万户，同比增长8.1%。市场要素活跃度提升。工业 用电量增长4.1%,增速比一季度提高0.8个百分点,其中6月份当月增长8.4%。货运量、货物周转量分别增 长1.2%、5.4%,客运量、旅客周转量分别增长4.0%、6.5%,中外资银行业机构本外币存、贷款余额分别增 长5.6%、4.8%,增速比一季度均有所提高。企业预期有所好转。6月份,制造业采购经理指数(PMI)比上月 回升，重返扩张区间。 蓬勃发展的市场主体是广东经济的重要基石。大型企业引领产业升级与技术创新，中小企业和个体工商 户则凭借灵活性注入市场活力，共同推动经济发展。上半年广东经济运行整体回升向好，为全年经济延 续稳定运行态势打下坚实基础。 【深圳商报讯】（驻穗记者 姚嘉莉）今年上半年广东经济运行整体回升向好，新质生产力带动作用明 显，市场活力满满。记者从广东省统计局近日发布的今年上半年广东经济运行情况分析报告中看到，随 着更加积极的宏观政策措施持续落实落细、落地见效，供需两端有望继续改善，预计全年经济有望稳定 增长。 分析报告指出，今年上半年，广东支柱产业发挥稳定支撑,电子、电气、汽车三大行业增速 ...

Market Overview - As of August 15, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component increased by 1.6%, and the ChiNext Index surged by 2.61%[3] - On August 15, net inflows into the Shanghai Stock Exchange reached 47.42 billion yuan, while the Shenzhen Stock Exchange saw net inflows of 40.22 billion yuan[4] Economic Indicators - In July, the industrial added value of enterprises above designated size grew by 5.7% year-on-year, with a month-on-month increase of 0.38%[5] - From January to July, the industrial added value increased by 6.3% year-on-year[5] Monetary Policy - The People's Bank of China conducted a 500 billion yuan reverse repurchase operation to maintain liquidity, resulting in a net injection of 300 billion yuan for the month[6] - The central bank's reverse repurchase operations will continue for three consecutive months, indicating ongoing support for market liquidity[6] Sector Performance - The banking sector experienced a decline, while the insurance and securities sectors showed signs of recovery, indicating a market rotation[1] - The report suggests that investors should look for opportunities in sectors supported by national policies during the current market adjustments[1] Investment Trends - The global physical gold ETF inflows reached 3.2 billion USD in July, with North America contributing approximately 1.4 billion USD and Europe 1.8 billion USD[12] - The bond ETF market saw a net inflow of 300.3 billion yuan year-to-date, with a total scale surpassing 536.34 billion yuan, reflecting a 3.55% increase since early August[14]

Economic Overview - The core viewpoint of the article emphasizes that despite facing risks and challenges, China's economy is showing steady progress with supportive macro policies and expanding market demand [3][12]. New Productive Forces - In July, the added value of high-tech manufacturing above designated size increased by 9.3% year-on-year, outpacing the overall industrial growth by 3.6 percentage points [4]. - The digital economy is rapidly developing, with the added value of digital product manufacturing increasing by 8.4% year-on-year in July [4]. - Production of green low-carbon products is also on the rise, with new energy vehicles, lithium-ion batteries, and wind turbine generators seeing year-on-year growth of 17.1%, 29.4%, and 19.3%, respectively [4]. Foreign Trade - In July, the total value of goods imports and exports increased by 6.7% year-on-year, with exports growing by 8% and imports by 4.8% [5]. - The diversification of trade partners is evident, with exports to ASEAN, the EU, and Belt and Road countries increasing by 14.8%, 8.2%, and 11.7%, respectively [5]. - The export of integrated circuits saw significant growth of 21.8%, indicating enhanced international competitiveness [5]. Consumption - In July, the total retail sales of consumer goods increased by 3.7% year-on-year, with service retail sales growing by 5.2% in the first seven months [6]. - The sales of home appliances, furniture, and communication equipment saw substantial growth, with increases of 28.7%, 20.6%, and 14.9%, respectively [7]. - The tourism and leisure sectors experienced rapid growth, with retail sales in related services maintaining double-digit growth [7]. Investment - Fixed asset investment grew by 1.6% year-on-year in the first seven months, with actual growth (adjusted for price factors) estimated between 4% and 5% [8][9]. - Manufacturing investment increased by 6.2%, significantly outpacing overall investment growth [9]. - Investment in high-tech industries, such as aerospace and information services, saw substantial increases of 33.9% and 32.8%, respectively [9]. Price Trends - In July, the Consumer Price Index (CPI) showed positive changes, with a month-on-month increase of 0.4% [10]. - The core CPI, excluding food and energy, rose by 0.8% year-on-year, indicating a strengthening market demand [10]. - The Producer Price Index (PPI) saw a month-on-month decline of 0.2%, but the rate of decline has narrowed, marking the first reduction in the rate since March [10].

Group 1 - The core viewpoint of the article highlights the rapid growth in the manufacturing of digital products, particularly in the fields of smart unmanned aerial vehicles and smart vehicle-mounted equipment, with respective value increases of 80.8% and 21% in July [2] - The Philippines government is providing incentives for Samsung's $1 billion project, including electricity subsidies, with the project expected to commence construction in January next year [2] - Samsung's market share in DRAM memory and smartphone display panels has declined, with DRAM market share dropping from 41.5% to 32.7%, and smartphone display panel share decreasing from 50.1% to 39.9% [2] - A new smart cleaning robot headquarters project with a total investment of 500 million yuan has commenced in Suzhou, aiming for an annual production of 6 million units and an expected annual output value of 2 billion yuan [2]

Economic Overview - In July, major economic indicators maintained overall stability, with new growth drivers emerging, supporting steady economic development despite existing risks and challenges [1] - The macroeconomic policies are showing effectiveness, leading to expanded market demand and enhanced market vitality [1] New Quality Productivity - The added value of high-tech manufacturing above designated size increased by 9.3% year-on-year in July, outpacing the overall industrial growth by 3.6 percentage points [2] - The digital economy is rapidly developing, with the added value of digital product manufacturing increasing by 8.4% year-on-year in July [2] - Production of green low-carbon products is also on the rise, with new energy vehicles, lithium-ion batteries, and wind turbine generators seeing production increases of 17.1%, 29.4%, and 19.3% respectively [2] Foreign Trade - In July, the total value of goods imports and exports grew by 6.7% year-on-year, with exports increasing by 8% and imports by 4.8% [3] - The diversification of trade is evident, with exports to ASEAN, the EU, and Belt and Road countries growing by 14.8%, 8.2%, and 11.7% respectively from January to July [3] - The export of integrated circuits surged by 21.8%, reflecting enhanced international competitiveness due to improved R&D capabilities [3] Consumption - Retail sales of consumer goods increased by 3.7% year-on-year in July, with service retail sales growing by 5.2% from January to July [4] - The "old-for-new" policy has positively impacted sales, with significant growth in retail sales of home appliances, furniture, and communication equipment [4] - Tourism and leisure-related consumption saw rapid growth during the summer, with double-digit increases in retail sales for travel services and recreational activities [5] Investment - Fixed asset investment grew by 1.6% year-on-year from January to July, with actual growth (adjusted for price factors) estimated between 4% and 5% [6] - Manufacturing investment rose by 6.2%, significantly outpacing overall investment growth [6] - Investment in high-tech industries, particularly in aerospace and information services, saw substantial increases of 33.9% and 32.8% respectively [6] Price Trends - In July, the Consumer Price Index (CPI) showed positive changes, with a month-on-month increase of 0.4% [7] - The core CPI, excluding food and energy, rose by 0.8% year-on-year, indicating a strengthening market demand [7] - The Producer Price Index (PPI) saw a month-on-month decline of 0.2%, but the rate of decline has narrowed, marking the first reduction in the decline since March [7]

Economic Overview - The national economy is maintaining a steady and progressive development trend, with July's economic indicators showing some fluctuations due to multiple factors, but new growth drivers are emerging under innovation, and high-quality development is being solidly advanced [1] - In July, the industrial added value above designated size grew by 5.7% year-on-year, and the total retail sales of consumer goods increased by 3.7%, both down by 1.1 percentage points from June [1] - From January to July, fixed asset investment increased by 1.6% year-on-year, a decrease of 1.2 percentage points compared to the first half of the year [1] Demand Resilience - Despite fluctuations in July's economic data, domestic demand has shown significant resilience, particularly in the service sector and stable employment market, which are crucial for supporting domestic consumption [1][2] - Preliminary estimates suggest that combining retail goods and services, the year-on-year growth from January to July is around 5%, indicating a steady upward trend in consumption [1] High-Tech Industry Growth - The high-tech industry is experiencing rapid growth, with the added value of integrated circuit manufacturing and electronic special materials manufacturing increasing by 26.9% and 21.7% year-on-year in July, respectively [2] - The added value of the digital product manufacturing industry grew by 8.4% year-on-year, driven by the increasing application of digital technology across various sectors [2] Green Economy Development - The production of new energy products such as electric vehicles and lithium-ion batteries increased by 17.1% and 29.4% year-on-year in July, respectively, indicating a growing focus on green transformation [2] - The added value of the waste resource comprehensive utilization industry grew by 11.7% year-on-year, reflecting the positive impact of green circular economy initiatives [2] Future Economic Outlook - Despite facing risks and challenges, the long-term positive trend of the economy remains unchanged, supported by a solid economic foundation, advantages, resilience, and potential [3] - The macroeconomic policies are showing effectiveness, and the expansion of market demand, along with the development of new productive forces, will support stable economic operation and gradual improvement in development quality [3]

Economic Overview - In July, major economic indicators maintained overall stability, with new growth drivers emerging, supporting steady economic development [1] - Despite facing risks and challenges, macro policies are showing effectiveness, leading to expanded market demand and enhanced market vitality [1] New Productive Forces - The added value of high-tech manufacturing above designated size increased by 9.3% year-on-year in July, outpacing the overall industrial growth by 3.6 percentage points [2] - The digital economy is rapidly developing, with the added value of digital product manufacturing growing by 8.4% in July [2] - Production of green low-carbon products is increasing, with new energy vehicles, lithium-ion batteries, and wind turbine generators seeing production growth of 17.1%, 29.4%, and 19.3% respectively [2] Foreign Trade - In July, the total value of goods imports and exports grew by 6.7% year-on-year, with exports increasing by 8% and imports by 4.8% [3] - The diversification of trade is evident, with exports to ASEAN, the EU, and Belt and Road countries growing by 14.8%, 8.2%, and 11.7% respectively from January to July [3] - The export of integrated circuits surged by 21.8%, reflecting enhanced international competitiveness [3] Consumption - Retail sales of consumer goods increased by 3.7% year-on-year in July, with service retail sales growing by 5.2% from January to July [4] - The "old-for-new" policy is showing positive effects, with significant growth in retail sales of home appliances, furniture, and communication equipment [4] - Tourism and leisure-related consumption saw rapid growth during the summer, with double-digit increases in various service sectors [5] Investment - Fixed asset investment grew by 1.6% year-on-year from January to July, with actual growth (adjusted for price factors) estimated at 4% to 5% [6] - Manufacturing investment increased by 6.2%, significantly outpacing overall investment growth [6] - Investment in high-tech industries, particularly in aerospace and information services, saw substantial increases of 33.9% and 32.8% respectively [6] Price Trends - In July, the Consumer Price Index (CPI) showed positive changes, with a month-on-month increase of 0.4% [7] - The core CPI, excluding food and energy, rose by 0.8% year-on-year, indicating a strengthening market demand [7] - The Producer Price Index (PPI) saw a month-on-month decline of 0.2%, but the rate of decline has narrowed, marking the first reduction in decline since March [7]

Economic Overview - The national economy is maintaining a steady and progressive development trend, with July's economic indicators showing some fluctuations due to multiple factors, but new growth drivers are emerging under innovation, and high-quality development is being solidly advanced [1] - In July, the industrial added value above designated size grew by 5.7% year-on-year, and the total retail sales of consumer goods increased by 3.7% year-on-year, both down by 1.1 percentage points from June [1] - From January to July, fixed asset investment increased by 1.6% year-on-year, a decrease of 1.2 percentage points compared to the first half of the year [1] Sector Performance - High-tech industries with higher technical content and added value are experiencing rapid growth, with the added value of integrated circuit manufacturing and electronic special materials manufacturing increasing by 26.9% and 21.7% year-on-year in July, respectively [2] - The added value of the digital product manufacturing industry grew by 8.4% year-on-year in July, driven by the increasing application of digital technology across various sectors [2] - Production of smart unmanned aerial vehicles and smart vehicle-mounted equipment surged by 80.8% and 21% year-on-year, respectively, while industrial robots and civilian drones saw production increases of 24% and 18.9% [2] Green Economy - The production of new energy products such as new energy vehicles and lithium-ion batteries increased by 17.1% and 29.4% year-on-year in July, respectively [2] - The production of green materials like carbon fiber and bio-based chemical fibers rose by 43.8% and 19.8% year-on-year [2] - The comprehensive utilization of waste resources saw an added value growth of 11.7% year-on-year in July, indicating a positive trend in green circular industry development [2] Future Economic Outlook - Despite facing risks and challenges, the foundation of the economy remains stable, with strong advantages and potential, supporting a long-term positive trend [3] - The macroeconomic policies are effective, and market demand is expanding, which will support stable economic operation and gradual improvement in development quality [3] - The annual economic growth target of around 5% is expected to be achievable, with further consolidation of high-quality development momentum [3]

Economic Overview - In July, the national economy maintained a steady and progressive development trend, with continuous growth in production and demand, and overall stability in employment and prices [1][4] - The industrial production showed rapid growth, with the industrial added value above designated size increasing by 5.7% year-on-year in July [3][23] Industrial Performance - The equipment manufacturing industry performed well, with its added value increasing by 8.4% year-on-year, significantly outpacing the overall industrial growth rate [3][25] - High-tech manufacturing also showed positive growth, with added value increasing by 9.3% year-on-year in July [3][25] Service Sector Growth - The service sector experienced robust growth, with the service production index rising by 5.8% year-on-year in July [3][26] - Key sectors such as information transmission, software, and IT services saw significant increases, with production indices growing by 11.9% [3][28] Consumer Trends - Consumer spending remained strong, with retail sales of consumer goods increasing by 3.7% year-on-year in July, supported by policies aimed at boosting consumption [3][5] - The demand for upgraded and replacement goods was notable, with categories like home appliances and cultural products seeing substantial sales growth [5][8] Investment Dynamics - Investment in equipment and tools showed a significant increase, with a growth rate of 15.2% year-on-year from January to July [3][11] - The implementation of large-scale equipment renewal policies contributed to this investment growth [11] Export Performance - The total value of goods imports and exports increased by 6.7% year-on-year in July, reflecting strong resilience and vitality in foreign trade [16][18] - Despite challenges such as high tariffs, exports to traditional and emerging trading partners continued to grow, with notable increases to ASEAN and EU [18][19] Digital Economy and Innovation - The digital economy is rapidly developing, with the added value of the digital product manufacturing industry increasing by 8.4% year-on-year in July [20][22] - The integration of artificial intelligence with the real economy is becoming closer, with significant growth in sectors like smart drones and electric vehicles [22][20]