特别报道 2025年10月9日 星期四 · 强国建设筑牢现代化根基 制造强国 : 从规模领先到实力领跑 业和高技术制造业 18.7%,占规上工业比重分 ┣妈,通过全力实】 解 重点产业链目主可控水平稳 研究院院长赵刚分析 业体系注 通过扎实推进 制造工程,我国建成 470 合/ 力 绿色转型更普及 绿色船舶等绿色产品也得到大 键起更紧密的产 理需求对接和产 院从不见力况 实數融合更深入 本州非各产业,总理云洲热维存 血炸来ENS (IF k加速应用排厂 "密场上跑起来"向"家庭里用 业数字化转 国培育具有 一定影响力的工业互联网平 40家,重占坚合流接设备超过1亿台(查),脸 发展的安伟国参描画 2024年,我国废贫 面料利用可本分 本到世界前) ル传热画品開 影的同时,也为全球绿色转型作出 赵刚表示,"十四五"期间,我国制造业 展底负更足 做强龙头做全链条做优生态 制造业增加值占全球比重已接近30%，总体规模连续15年保持全球第一；制造业门类体 系完整优势更加明显，在全世界504种主要工业产品中，我国大多数产品产量位居世界第 制造业是国家经济命脉所系，是立国之本、强国之基。2020年至2024年，我国全部工 ...

钱花哪了？来看假期居民消费单 随着中国城市化进程加速和消费结构升级，夜经济已成为衡量城市活力的重要指标。商务部发布的 《城市居民消费习惯调查报告》显示，60%的国内居民消费发生在夜间，大型商场每天18时至22时的消 费额占比超过全天的50%。 今年国庆假期，利用夜经济开展促消费活动，带动整个内需市场持续向好，成为山东促消费重要手 段。 比如，枣庄市推出了30余场大型文旅商体融合活动，形成了"白天赏景看赛事、夜晚品美食逛市 集"的全天候消费体验，有效激发了市民和游客的消费热情。 山东500家重点零售企业销售额较去年"国庆"增6.3% 餐饮营收增长11.1% 10月8日，国庆中秋双节叠加的8天"超级黄金周"收官。省商务厅的数据显示，今年国庆假期，全省 500家重点零售企业销售额较去年国庆假期增长6.3%，其中商品销售额增长6.2%；餐饮经营收入增长 11.1%。 "断舍离"消费热度不减 假期前夕，今年第四批690亿元超长期特别国债支持消费品以旧换新资金下达各地，推动"以旧换 新"等促消费政策持续加力。从北上广深到县城乡镇，这个假期，"绿色家电"（节能家电）消费成为"以 旧换新"最显著的特征之一。 商务部监测的主要 ...

赛智产业研究院院长赵刚分析，"十四五"期间，一批关键核心技术和战略急需基础产品实现工程化 产业化，重点产业链自主可控水平稳步提升，特高压输变电、船舶、新能源汽车等产品的关键技术指标 达到国际先进水平。基础零部件、基础元器件、基础软件、基础材料的可靠性、一致性和稳定性有了较 大提高，重点产品使用寿命明显延长。2024年，我国制造业产品质量合格率达93.93%，较上年提高0.28 个百分点；形成全球规模最大、门类最齐全、体系最完整的制造体系，全链条推进制造业技术创新、成 果应用和生态构建，深化国际合作，产业链供应链应对风险能力不断提升。 "我国构建起更紧密的产业协同网络，上下游企业通过数字化平台实现需求对接和产能共享，缩短 研发周期和交付时间。这种协同不仅提升了生产效率，更增强了产业链应对外部冲击的能力，例如在关 键零部件供应紧张时，国内企业能快速调整生产计划，保障产业链稳定运行。"国研新经济研究院创始 院长朱克力说。 制造业增加值占全球比重已接近30%，总体规模连续15年保持全球第一；制造业门类体系完整优势 更加明显，在全世界504种主要工业产品中，我国大多数产品产量位居世界第一……一系列数据表明， 中国制造的 ...

Core Insights - The "super golden week" during the National Day and Mid-Autumn Festival saw a significant increase in consumer spending in Shandong, with key retail enterprises reporting a 6.3% sales growth compared to last year, and restaurant revenues increasing by 11.1% [1] Group 1: Consumer Trends - The "old for new" consumption trend continues to gain momentum, supported by a special bond fund of 690 billion yuan aimed at promoting consumption policies [2] - The popularity of "green appliances" is a notable feature of the "old for new" initiative, with energy-efficient appliances seeing a 19% increase in sales during the first four days of the holiday [4] - In Shandong, various local initiatives, such as issuing consumption vouchers and hosting events, effectively stimulated consumer demand during the holiday [4][5] Group 2: Night Economy - The night economy has emerged as a new focal point for consumption during the holiday, with 60% of domestic residents' spending occurring at night [6] - Activities promoting night economy, such as large-scale cultural and tourism events, have successfully engaged consumers and boosted spending [8] - The night economy is evolving beyond simple dining and shopping to encompass a variety of experiences, necessitating improved management and consumer engagement strategies [8] Group 3: Service Consumption - Domestic service consumption experienced a notable surge during the holiday, with total box office revenue exceeding 1.8 billion yuan and significant growth in tourism orders in Shandong [9][11] - Service consumption is characterized by high frequency, strong multiplier effects, and sustainable growth, making it a vital driver of high-quality economic development [11] - Despite the growth, there is a need for improved quality in service supply and consumer experience, with ongoing government measures aimed at enhancing service consumption in Shandong [11]

央视网消息：我国2000多个县域地区约占90%的国土面积、超过50%的人口是畅通国内循环、拓展内需增量的重要市场。 国庆中秋假期，各地县域商超、商业综合体迎来集中焕新升级，不仅人气火爆，更激发出县域消费的巨大活力。 在福建泉州惠安县，一家刚刚完成改造升级的大型超市，假期里吸引了大批消费者。琳琅满目的商品、时尚简约的装潢布局让人眼前一 亮。 在浙江瑞安，当地最大的商业综合体里人潮涌动，一家餐饮企业县域首店刚开业，便成为当地人的热门"打卡地"。 今年以来，这家商业综合体焕新品牌达130家，引进了很多国际一线品牌及热门网红品牌，显著提升了商业能级。这个国庆假期，就有54 个新品牌开门迎客。 记者从商务部了解到，《县域商业三年行动计划（2023-2025年）》实施三年来，已累计支持建设县级商贸综合服务中心2600多个、乡镇 商贸中心1.3万个，村级便民商店13.8万个，截至今年7月，全国县乡村商业网点在具备条件的地区已基本实现全覆盖。国家推出的三年县域商 业行动让众多县城里的商业基础设施更加完善。硬件升级了，长假期间，各地又开始琢磨起如何提供更多优质的消费产品。 负责家电安装的蔡师傅告诉记者，这个长假格外忙碌，特别是 ...

Economic Overview - From January to July, Nanjing's economy maintained overall stability with a focus on steady progress, supported by effective macro policies and the cultivation of new productive forces [1] - The industrial added value of large-scale enterprises increased by 6.0% year-on-year during the same period, with a 3.2% increase in July alone [1] Industrial Performance - Key industries such as automobile manufacturing, black metal smelting, and electrical machinery manufacturing saw cumulative added value growth of 13.1%, 10.8%, and 9.4% respectively [1] - Production of integrated circuits, industrial robots, and new energy vehicles increased by 26.6%, 38.4%, and 48.8% respectively [1] Fixed Asset Investment - Fixed asset investment in Nanjing decreased by 7.1% year-on-year from January to July [1] - Infrastructure investment grew by 4.5%, while manufacturing investment rose by 8.5%, and real estate development investment fell by 14.1% [1] - High-tech industry investment increased by 4.8%, with electronics and communication equipment manufacturing growing by 4.7% and information chemical manufacturing rising by 50.2% [1] Consumer Market - The total retail sales of social consumer goods reached 496.022 billion yuan, marking a year-on-year growth of 4.4% [2] - The "trade-in" policy showed significant effects, with retail sales of home appliances, cultural office supplies, and communication equipment increasing by 22.9%, 22.3%, and 23.4% respectively [2] - Retail sales of energy-efficient and smart home appliances surged by 98.1% and 190.4%, while wearable smart devices and new energy vehicles saw growth of 424.6% and 45.8% respectively [2] Price Trends - In July, the consumer price index decreased by 0.5% year-on-year, with food and tobacco prices down by 1.1% and clothing prices up by 2.1% [2] - The industrial producer prices saw a decline, with factory and purchase prices dropping by 3.3% and 3.6% respectively in July [2] - From January to July, industrial producer prices fell by 2.5% for factory prices and 3.1% for purchase prices [2]

Economic Overview - Nanjing's economy has shown overall stability and positive development quality from January to July, with a focus on steady progress and effective macro policies [1] - The city's industrial added value above designated size increased by 6.0% year-on-year, with a monthly growth of 3.2% in July [1] - Key industries such as automobile manufacturing, black metal smelting, and electrical machinery manufacturing saw significant increases in added value, at 13.1%, 10.8%, and 9.4% respectively [1] Investment Trends - Fixed asset investment in Nanjing decreased by 7.1% year-on-year, with infrastructure investment growing by 4.5% and manufacturing investment increasing by 8.5% [1] - Real estate development investment fell by 14.1%, indicating challenges in the property sector [1] - High-tech industry investment rose by 4.8%, with notable growth in information chemical manufacturing at 50.2% [1] Consumer Market - The total retail sales of social consumer goods reached 496.02 billion yuan, growing by 4.4% year-on-year [2] - The "old-for-new" policy has positively impacted sales in home appliances and communication equipment, with growth rates of 22.9%, 22.3%, and 23.4% respectively [2] - Retail sales of green and smart home appliances saw remarkable increases, with 98.1% and 190.4% growth in sales [2] Price Trends - In July, the consumer price index in Nanjing decreased by 0.5% year-on-year, with food and tobacco prices down by 1.1% [2] - The industrial producer prices for both ex-factory and purchase decreased by 3.3% and 3.6% respectively in July [2] - For the first seven months, the industrial producer prices fell by 2.5% and 3.1% year-on-year [2]

Group 1 - Xi'an's municipal government is enhancing subsidies for green home appliances, providing a subsidy of 7.5% of the final sales price for eligible products, with a maximum subsidy of 1000 yuan per item [1] - Consumers can receive a total subsidy of 15% of the transaction price, up to 2000 yuan, if companies match the subsidy on a 1:1 basis [1] - The subsidy policy will be effective from August 13, 2025, and will continue until the allocated funds are exhausted [1]

Group 1 - The core focus of the upcoming National People's Congress is on stabilizing economic growth amid "threefold pressure" on the economy, emphasizing the critical role of investment and the foundational role of consumption [1][2] - The expected GDP growth target for 2022 is around 5.5%, with many provinces setting their targets above this level, indicating a coordinated effort to achieve this goal [2][3] - Infrastructure investment is highlighted as a key area for driving growth, with plans for significant projects under the "14th Five-Year Plan" and an estimated annual investment exceeding 6 trillion yuan [3][4] Group 2 - Consumption is identified as another crucial lever for stabilizing growth, with a focus on sectors such as automobiles, home appliances, and rural consumption [3][4] - Policies are expected to support the development of new consumption scenarios and formats, including e-commerce, smart retail, and night economy initiatives [4] - Coordination between fiscal and monetary policies is deemed essential for effective growth stabilization, with an emphasis on the use of special bonds and adjustments to budget deficit rates [5][6]

Economic Indicators - The Consumer Price Index (CPI) remained flat year-on-year in July, with a 0.4% month-on-month increase, reversing the 0.1% decline in June, and exceeding market expectations [1] - The core CPI, excluding food and energy, rose by 0.8% year-on-year, marking the highest level since March 2024 [1] - The Producer Price Index (PPI) decreased by 3.6% year-on-year, remaining at a two-year low, with a month-on-month decline of 0.2% [1] Consumption and Investment Trends - There are signs of recovery in consumption, but it is insufficient to support strong growth; food prices fell by 1.6% year-on-year, indicating a compression in basic living expenses [1] - Fixed asset investment declined by 11.2% year-on-year in the first half of the year, reflecting the ongoing downturn in the real estate sector, which impacts overall economic resilience [2] - Industrial growth was reported at 6.8% in June, but the manufacturing sector's ability to absorb employment is limited compared to the service sector, which exacerbates consumption weakness [2] External Environment and Policy Measures - Increased external uncertainties, including extreme weather and unresolved US-China trade negotiations, are constraining export and investment expectations [2] - The government is implementing measures to improve market conditions, including addressing "involution" and combating harmful "price wars," although improvements in market order will take time [2] Structural Reforms and Economic Strategy - The Central Political Bureau emphasized the need for demand-side management to further stimulate consumption recovery, particularly in service sectors like elderly care and digital services [3] - There is a call for deepening supply-side structural reforms, with increased support for high-tech, new energy, and new infrastructure sectors [3] - The necessity for coordinated efforts between central and local policies was highlighted, advocating for a shift away from reliance on land finance and industrial expansion for GDP growth [3]