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数读中国 破万亿度!从用电量看经济增长新动能
Ren Min Wang· 2025-10-11 01:58
用电量是经济运行的"晴雨表""风向标"。国家能源局数据显示,全社会用电量继7月首次突破万亿千瓦 时之后,8月再度破万亿,达到10154亿千瓦时。数据背后,显示出新质生产力蓬勃发展,正形成新的经 济增长点。 (0) 200 000 乡村产业电气化改造 稳步推进 农业生产保持平稳,乡村产业电气 化改造稳步推进。8月,第一产业用电 量164亿千瓦时,同比增长9.7%,较 去年同期提高5.1个百分点。 充电基础设施投资 加快释放 前8月,充换电服务业用电量同比 增长44.1%;截至8月底,我国电动汽 车充电基础设施(充电枪) 总数达到1 734.8万个,同比增长53.5%。 公读 D 人民网 中国 绿色化转型成效 持续显现 8月,我国风力发电机组产量增速 达78.1%;新能源汽车、汽车用锂离 子动力电池、太阳能电池等相关产品 表现亮眼。 (0 people.cn the list >中国 互联网相关产业 快速发展 在移动互联网、大数据、云计算 等快速发展带动下,前8月,互联网和 相关服务业用电量同比增长28.8%。 (文章来源:人民网) ...
经济新方位丨两个万亿度,折射经济增长新动能
Ren Min Ri Bao· 2025-10-10 02:56
人民日报记者 丁怡婷 用电量是经济运行的"晴雨表""风向标"。国家能源局数据显示,8月全社会用电量10154亿千瓦时, 同比增长5.0%。这是继今年7月用电量首次突破万亿千瓦时之后,再度破万亿,在全球也属首次。 "1万亿千瓦时",相当于由乌东德、白鹤滩、三峡等6座梯级水电站构成的世界最大清洁能源走廊全 年发电量的3倍多,也约是我国2015年7月用电量的2倍。 中国电力企业联合会统计与数智部副主任蒋德斌认为,月度用电量连续两月突破万亿千瓦时的背 后,有今夏高温高湿天气来得早持续久,带动居民用电快速增长的拉动,也显示出新质生产力蓬勃发 展,正形成新的经济增长点,推动用电量向上攀升。 生产端:制造业向"新"向"绿"转型成效持续显现 四川成都一家半导体生产企业,全自动生产线满负荷运转。前不久,企业总投资15亿元的扩产项目 投运。"订单量和各项交付指标数据创新高,国庆、中秋假期我们也开足马力赶订单。"企业负责人介 绍,前三季度用电量预计同比增长约50%。 在领克汽车浙江宁波余姚工厂,机械臂仅70秒便可拧紧车底盘的螺丝。"生产线前段时间刚完成智 能化升级,装配效率比之前更高了。"工厂电气技术主管工程师张辉介绍,8月工厂日 ...
两个万亿度,折射经济增长新动能(经济新方位)
Ren Min Ri Bao· 2025-10-09 22:22
用电量是经济运行的"晴雨表""风向标"。国家能源局数据显示,8月全社会用电量10154亿千瓦时,同比 增长5.0%。这是继今年7月用电量首次突破万亿千瓦时之后,再度破万亿,在全球也属首次。 "1万亿千瓦时",相当于由乌东德、白鹤滩、三峡等6座梯级水电站构成的世界最大清洁能源走廊全年发 电量的3倍多,也约是我国2015年7月用电量的2倍。 中国电力企业联合会统计与数智部副主任蒋德斌认为,月度用电量连续两月突破万亿千瓦时的背后,有 今夏高温高湿天气来得早持续久,带动居民用电快速增长的拉动,也显示出新质生产力蓬勃发展,正形 成新的经济增长点,推动用电量向上攀升。 生产端:制造业向"新"向"绿"转型成效持续显现 在领克汽车浙江宁波余姚工厂,机械臂仅70秒便可拧紧车底盘的螺丝。"生产线前段时间刚完成智能化 升级,装配效率比之前更高了。"工厂电气技术主管工程师张辉介绍,8月工厂日出厂整车超400辆,订 单量超过原年度排产计划。供电部门数据显示,宁波汽车制造业8月用电量同比增长7%。 8月,我国工业生产保持较快增长,其中规模以上高技术制造业增加值同比增长9.3%,对全部规上工业 增长的贡献率为28.5%,带动相关行业用电量 ...
从多组“热”数据感知中国活力奔涌 经济继续保持稳中向好态势
Yang Shi Wang· 2025-09-19 01:47
Group 1 - The manufacturing industry in China showed robust growth in August, with a year-on-year increase of 8.1% across all eight sectors, particularly in rail, shipbuilding, and aerospace, which grew by 12.0% [2] - High-end equipment production is rapidly developing, with significant increases in output for civil steel ships (39.8%), generator sets (30.7%), and urban rail vehicles (15.3%) [4] - The production of new energy vehicles and lithium-ion batteries for automotive use surged by 22.7% and 44.2%, respectively, indicating a steady pace in green transformation [6] Group 2 - The express delivery business in China experienced a year-on-year growth of 17.8% in the first eight months, with a total of 1,282 billion packages delivered [8] - The national railway system sent 3.2 billion passengers from January to August, marking a 6.7% increase year-on-year, with a daily average of 11,127 passenger trains operated [10] - The number of foreign individuals entering China without a visa increased by 52.1%, with a total of 15.89 million visa-free entries, accounting for 62.1% of all foreign entries [12]
稳新畅进 中国经济半年报含金量高
Ren Min Ri Bao· 2025-09-17 02:53
"上半年,中国经济顶住压力、稳定增长,保持稳中有进、稳中向好的发展态势。这是在二季度以来国 际形势急剧变化、外部压力明显加大的情况下取得的成绩,是一份含金量非常高的成绩单,充分展示了 中国经济的抗压能力和强大韧性,为完成全年目标打下了较好基础。"7月15日,国务院新闻办新闻发布 会上,国家统计局副局长盛来运介绍了上半年国民经济运行情况。 稳的态势持续 上半年GDP同比增长5.3%,比去年同期和去年全年均提升0.3个百分点 新的动能累积 上半年规模以上高技术制造业增加值增长9.5% 因地制宜发展新质生产力,各地加大技术创新和产业创新融合发展力度,新产业、新技术、新业态保持 较快发展。"上半年,新质生产力继续加快培育和成长。"盛来运说。 创新成果不断涌现。创新投入继续加大,我国研发经费投入占GDP比重接近2.7%,已超欧盟平均水 平,接近经济合作与发展组织(OECD)国家平均水平。1至5月,我国有效发明专利申请量接近500万 件,增长12.8%。 新兴产业茁壮成长。上半年,规模以上高技术制造业增加值增长9.5%。1至5月,规上战略性新兴服务 业企业营业收入增长接近10%,创新成果和产业融合带动了高技术产业发展。 ...
工业生产稳定增长 转型升级持续推进
Guo Jia Tong Ji Ju· 2025-09-17 00:50
Core Viewpoint - In August, the industrial economy showed steady progress with most industries and products experiencing growth, supported by the equipment manufacturing sector and a rebound in raw materials manufacturing, while the transformation towards high-end, intelligent, and green manufacturing continued to yield results [1][4]. Industrial Production - From January to August, the industrial added value of large-scale enterprises increased by 6.2% year-on-year, 0.4 percentage points higher than the same period last year, maintaining a rapid growth trend [1]. - In August, the industrial added value increased by 5.2% year-on-year, with a month-on-month increase of 0.37% after seasonal adjustments [1]. - Among the three major sectors, manufacturing added value grew by 5.7%, outpacing the overall industrial growth by 0.5 percentage points [1]. Equipment Manufacturing - In August, the added value of large-scale equipment manufacturing increased by 8.1%, accounting for 35.6% of total industrial output, an increase of 1.0 percentage points compared to 2024 [2]. - All eight industries within equipment manufacturing maintained growth, with the railway, shipbuilding, and aerospace sectors achieving a double-digit growth rate of 12.0% [2]. - Key products in the mid-to-high-end equipment sector saw significant production increases, including civil steel ships (39.8%), generator sets (30.7%), and urban rail vehicles (15.3%) [2]. Raw Materials Manufacturing - The added value of large-scale raw materials manufacturing increased by 6.8% in August, the highest growth rate in 18 months [2]. - The non-ferrous metal industry experienced a growth of 9.1%, driven by high prices and good profits, while the chemical industry saw a 7.6% increase [2]. High-Tech Manufacturing - High-tech manufacturing maintained rapid growth, with an added value increase of 9.3% in August, contributing 28.5% to the overall industrial growth [3]. - Key sectors such as aircraft manufacturing and biopharmaceuticals saw substantial growth rates of 27.9% and 14.5%, respectively [3]. - Notable product growth included servers (86.2%), mobile communication base station equipment (48.9%), and 5G smartphones (15.6%) [3]. Digital Production - The digital product manufacturing sector's added value grew by 8.6% in August, exceeding the overall industrial growth by 3.4 percentage points [3]. - Industries such as smart vehicle equipment manufacturing and electronic components manufacturing reported growth rates of 17.7% and 13.1%, respectively [3]. Green Transformation - The production of "new three types" products, including new energy vehicles and lithium-ion batteries, showed impressive growth rates of 22.7% and 44.2% [4]. - Green equipment such as wind turbine generators and charging piles also saw rapid production increases of 78.1% and 14.9% [4]. - The supply of green materials increased, with carbon fiber and bio-based chemical fibers growing by 62.0% and 22.8%, respectively [4].
透视前8月四川经济“成绩单”——新质生产力加快培育 经济效益持续好转
Si Chuan Ri Bao· 2025-09-17 00:17
Economic Growth - The industrial added value above designated size in the province increased by 7.2% year-on-year, outpacing the national growth rate by 1 percentage point [1][2] - In the first eight months, 35 out of 41 major industries achieved growth, with five industries experiencing double-digit growth [3] Key Industries - The six major advantageous industries saw an added value increase of 7.6%, surpassing the provincial average by 0.4 percentage points [3] - The electronic information industry grew by 16.7%, driven by rapid advancements in big data and artificial intelligence [3] Production Growth - Significant production increases were noted in high-tech sectors, with smart TV production up by 71.7%, industrial robot production up by 51.8%, and new energy vehicle production increasing by 200% [3][4] Consumer Market - The total retail sales of social consumer goods reached 1,876.14 billion yuan, with a year-on-year growth of 5.7%, exceeding the national growth rate by 1.1 percentage points [1][4] - Online consumption showed a notable increase, with restaurant income and retail sales through public networks growing by 27.8% and 25.9% respectively [4][5] Upgrading Consumption - Retail sales of upgraded products such as cosmetics, jewelry, and cultural office supplies saw significant growth, with jewelry sales increasing by 22.3% [4][5] - The "old-for-new" policy continued to boost sales in home appliances, digital products, and automobiles, with communication equipment sales rising by 57.7% [5]
国家统计局:8月份新能源汽车产量增长22.7%
Cai Jing Wang· 2025-09-16 07:29
9月15日,国家统计局新闻发言人付凌晖在国新办新闻发布会上介绍,8月份,智能车载设备制造、电子 元器件及设备制造增加值分别增长17.7%、13.1%,集成电路制造增加值增长23.5%。产业升级态势良 好,装备和高技术制造业较快增长。8月份,规模以上装备制造业和高技术制造业增加值同比分别增长 8.1%、9.3%,均明显快于规模以上工业。绿色转型步伐稳健,8月份新能源汽车、汽车用锂离子动力电 池产量分别增长22.7%、44.2%。(中国汽车报) ...
8月经济数据点评:生产韧性仍存,需求边际趋弱
Tebon Securities· 2025-09-16 03:46
Production Insights - Industrial production growth in August was 5.2%, down from 5.7% in July and below the market expectation of 5.75%[3] - The service production index increased by 5.6% year-on-year in August, slightly lower than the 5.8% in July[3] - The production resilience is supported by the expansion in the PMI production index, although both industrial and service sectors show signs of marginal weakening[3] Demand Trends - Fixed asset investment growth was only 0.5% year-on-year in August, significantly lower than the previous month's 1.6% and below the market expectation of 1.29%[3] - Real estate investment plummeted by 12.9% year-on-year, worsening from a 12.0% decline in July and exceeding market expectations of -12.4%[3] - Retail sales growth was 3.4% in August, down from 3.7% in July and below the expected 3.82%[3] Investment Dynamics - Manufacturing investment growth was 5.1%, down from 6.2% in July, reflecting a decline in marginal returns due to prior equipment updates and external demand weakening[4] - Infrastructure investment growth was 2.0%, down from 3.2% in July, influenced by seasonal construction factors and insufficient domestic demand[4] - Private investment fell by 2.3% year-on-year in August, indicating a further decline in investment sentiment[4] Economic Outlook - The overall economic performance in August reflects persistent production resilience but continued pressure on demand, with both consumption and investment showing signs of marginal weakening[4] - Future economic stability will depend on the effectiveness of policy measures and the restoration of market confidence, particularly in the fourth quarter[4] - Risks include potential export weakness, further declines in the real estate market, and insufficient policy support[4]
权威发布|8月生产、内需、外贸等运行平稳 经济转型升级稳步推进
Ren Min Ri Bao· 2025-09-16 03:29
Economic Overview - The overall economic operation in August is stable, with steady progress and no change in the growth stability [2][4][11] - Industrial production shows rapid growth, with the industrial added value increasing by 5.2% year-on-year and 0.37% month-on-month [4] - The service sector also performs well, with a production index growth of 5.6% year-on-year, surpassing industrial growth [4] Consumption and Investment - Social retail sales from January to August increased by 4.6% year-on-year, with service retail sales growing by 5.1% [5] - Fixed asset investment rose by 0.5% year-on-year, while excluding real estate, it grew by 4.2% [5] - Consumer goods retail sales in August increased by 3.6% year-on-year, with significant growth in furniture and home appliances [8] Employment and Prices - The urban unemployment rate in August was 5.3%, unchanged from the previous year [7] - The Consumer Price Index (CPI) decreased by 0.4% year-on-year, primarily due to falling food prices, while core CPI rose by 0.9% [7] Trade Performance - In August, the total import and export value of goods increased by 3.5% year-on-year, with both exports and imports achieving three consecutive months of growth [6] Industrial and Technological Development - The manufacturing sector shows positive trends, with high-tech manufacturing and equipment manufacturing increasing by 9.3% and 8.1% year-on-year, respectively [10] - New energy vehicles and related components saw significant production increases, with new energy vehicle production up by 22.7% [10] Policy Impact - The Producer Price Index (PPI) showed signs of improvement, with a narrowing year-on-year decline, reflecting the effectiveness of macroeconomic policies [11] - Policies aimed at boosting consumption and stabilizing the economy are showing positive results, with various sectors experiencing growth [12] Future Outlook - Despite external challenges, the foundation for economic growth remains strong, with potential for continued stable and progressive development [12][13]