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先进制造业表现抢眼 数字经济异军突起 绵阳经济发展走出上扬线
Si Chuan Ri Bao· 2026-01-04 06:14
这与两个月前的情景已经有天壤之别。当时,刘世军的企业借用的是一间临时厂房,生产线满负荷运行,导致办 公室没法开空调,酷热难耐。 随着新厂房落成,产能一下扩大10倍,预计订单量也将由8000万元增至2亿元。"现在全球500强的电子企业,几乎 都与我们有直接或间接的合作。"刘世军说。 刘世军的案例并非个例。绵阳经济发展已走出年初的"低谷",近期各项经济发展的关键指标呈现积极变化,个别 数据逆势增长创下新高。 9月7日,参观了干净整洁的生产线后,坐进新厂房内的会议室,四川特锐祥科技股份有限公司总经理刘世军在展 示屏前随手放大一张产品图,为采购商代表介绍产品的性能。 产能提升 企业用电量增势强劲 9月8日,四川特锐祥科技股份有限公司生产车间内,工人在SMC编带机上进行电容测耐压。郭超英摄 根据目前出炉的各项经济数据,绵阳经济在经历一季度的"低谷"后,已基本恢复此前的发展态势,用电量、金融 贷款、新增市场主体、海关进出口等,进入二季度后快速增长。 用电量是经济发展的"晴雨表"。从数据来看,绵阳用电量延续了近年来的增长势头,在2019年实现用电量突破100 亿千瓦时后,今年上半年,绵阳用电量为62.19亿千瓦时,同比增长 ...
21个市州前三季度经济“成绩单”出炉 服务业逐步回暖成为重要动力源
Si Chuan Ri Bao· 2026-01-04 03:58
日前,四川21个市(州)前三季度经济"成绩单"陆续发布。 摊开细看21份"成绩单",发现成都表现继续亮眼,五大经济区中川南经济区发展较快,争创全省经 济副中心的7名"种子选手"也有不错表现,其中宜宾、绵阳、德阳、泸州的GDP增速跑赢全省平均水 平。 21名"选手"跑得快不快?绵阳宜宾破两千亿元大关 看总量,作为成渝地区"双核"中的一核和全省"一干多支"中的主干,成都表现继续亮眼:实现地区 生产总值14438.75亿元,同比增长10.0%,两年平均增长6.2%;占全省总量比重约为37%,几乎与上半 年(38%)持平。 前三季度,德阳新兴产业增长也较快。"通用航空、装备制造、先进材料等五大主导产业增加值同 比增长11.5%,对全市工业增长的贡献率达96.6%,主导引领作用不断增强。"德阳市统计局总统计师尹 顺清表示。 服务业逐步回暖,是多个市(州)前三季度经济增长的重要动力源。前三季度,我省第三产业增加 值同比增长9.8%,经梳理发现,过半数市(州)第三产业增速超过全省平均水平。以巴中为例,第三 产业对经济增长的贡献率达到近六成(59.4%)。"旅游业呈现恢复性增长。"巴中市统计局相关负责人 分析,这与巴中将文旅 ...
东海证券晨会纪要-20251209
Donghai Securities· 2025-12-09 08:26
Key Insights - The report emphasizes a continuation of a proactive policy stance, with an increased focus on domestic demand as a strategic priority for the economy in 2026 [5][6][8] - Export resilience is highlighted, with November 2025 showing a year-on-year export growth of 5.9%, reversing a previous decline [12][13] Group 1: Economic Policy Outlook - The Central Political Bureau's meeting on December 8, 2025, reiterated the importance of balancing domestic economic work with international trade challenges, maintaining a focus on economic construction as a core task [5][6] - The fiscal policy for 2026 is expected to maintain a general deficit ratio around 4%, with broad deficit levels similar to 2025 [7] - Monetary policy is projected to have room for a 50 basis point reserve requirement ratio cut and a potential interest rate reduction of 10-20 basis points [7][8] Group 2: Domestic Demand and Growth - The meeting underscored the need to prioritize domestic demand and build a strong domestic market, indicating a strategic elevation of domestic demand's role in economic growth [8][10] - The focus on consumption is expected to shift towards services, with policies supporting the replacement of old goods to stimulate physical consumption [8][10] Group 3: Export Performance - November 2025 saw exports reach $330.35 billion, marking a historical high for the month, with a significant recovery from previous declines [12][13] - The report notes that while exports to the U.S. have decreased, there has been notable growth in exports to Africa, the EU, and Japan, indicating a shift in trade dynamics [15][16] - Intermediate goods and capital goods exports are expected to remain strong, supported by industrialization in emerging markets and infrastructure needs in regions like Africa [12][16]
4月进出口点评:超预期出口得以延续
Orient Securities· 2025-05-14 02:36
Export Performance - In April 2025, exports increased by 8.1% year-on-year, down from 12.4% in the previous month[3] - Traditional consumer goods exports showed a decline, with footwear, toys, luggage, and clothing down by -8.6%, -5.4%, -12.7%, and -1.5% respectively[5] - Mechanical and electrical products exports performed well, with a year-on-year growth of 8.3% in April 2025[5] Import Trends - Imports decreased by -0.2% year-on-year, a significant improvement from -4.3% in the previous month[3] - The decline in imports was narrowed by increased purchases of bulk commodities like soybeans and copper ore[5] - The import growth rate for certain mechanical and electrical products also increased[5] Trade Dynamics - Exports to ASEAN countries saw a remarkable increase of 20.8% year-on-year, while exports to the US fell sharply by -21%[5] - The proportion of tariff exemptions for exports to the US was approximately 27.1%, with 22.8% being tariff exemptions on electronics[5] - Indirect trade channels have shown resilience, with a potential offsetting ratio of 44.5% to 90% for trade losses with the US[5]