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学习笔记|大力发展数字消费,持续提振消费
数字经济已经是经济发展中不可或缺的重要部分,数字经济产业已成为中国经济稳定增长的重要引擎。 中国信息通信技术研究院发布的报告显示,2023年,我国数字经济规模达到53.9万亿元,较上年增长3.7 万亿元,增幅扩张步入相对稳定区间。 中国数字经济规模持续扩大,占GDP比重显著提升,成为经济增长的重要支撑。根据国家数据局的数 据,2024年,我国数字经济核心产业增加值占GDP比重达10%左右,集成电路、人工智能、工业软件、 基础软件取得长足进步,实施数字化转型工程,中国"灯塔工厂"数量占全球比重超四成,智能产品、直 播电商等成为消费新热点。 我国数字经济提档加速,数字消费近年来发展迅猛。数字消费是推动中国数字经济发展的关键动力,也 是持续扩大内需、提振消费的重要力量,包括网络购物、网络直播、数字文化、在线医疗等,随着大数 据、AI产业的技术不断升级迭代,以及应用场景的不断扩大,数字消费不断得到新发展,为经济发展 注入了一股新的动能。 此次发布的指导意见从四个方面入手发展数字消费,一是丰富数字消费领域供给。扩大数字产品消费, 提升数字服务消费,创新数字内容消费,拓展数字消费渠道,以数字消费新供给激发消费新需求。二是 ...
市场监管总局:抓紧制定平台外卖、直播电商监管制度
Sou Hu Cai Jing· 2025-08-22 06:10
Group 1 - The National Market Supervision Administration has emphasized strict regulation of "emerging industries" since the start of the 14th Five-Year Plan, particularly in response to the rapid development of platform economies and new consumption scenarios such as online shopping, food delivery, and live-streaming sales [3] - The administration has increased special inspections and comprehensive governance to address issues like "ghost deliveries" and false claims, ensuring compliance among platform enterprises [3] - New regulatory frameworks are being developed for online sales, platform food delivery, and live-streaming e-commerce, which will clarify food safety responsibilities for various entities while maintaining consumer convenience and mitigating new risks [3]
算力总规模全球第二,数据市场快速成长,数字服务普惠便捷——数字中国建设取得显著成就
Core Insights - The Chinese government is focusing on high-quality completion of the "14th Five-Year Plan" with significant achievements in digital infrastructure and the digital economy [1] Digital Infrastructure Development - By June 2025, the number of 5G base stations is expected to increase fivefold compared to 2020, reaching 4.55 million; gigabit broadband users have grown 34 times to 226 million; and China's total computing power ranks second globally [2] - The investment in digital infrastructure is creating substantial market demand, driving the development of the information and communication technology industry chain, including integrated circuits and communication network equipment [3] Data Industry Growth - The data industry in China is projected to reach a scale of 5.86 trillion yuan, a 117% increase from the end of the "13th Five-Year Plan," with over 400,000 data enterprises expected by 2024 [4] - The data industry is evolving from business intelligence to artificial intelligence, with a focus on deep data mining and integration, leading to increased innovation within the industry [4] Regional Development and Cluster Formation - The Yangtze River Delta has developed a multi-layered, full-chain data industry ecosystem, accounting for 22.6% of the national data industry scale by 2024, with over 100,000 data enterprises [5] Digital Services and Public Welfare - The number of internet users in China has reached 1.123 billion, with an internet penetration rate of 79.7%, leading to more accessible digital services for the public [6] - Digital healthcare services have expanded significantly, with over 1 billion annual services provided by internet hospitals and 1.2 billion users of the national medical insurance code [6][7] - The digital education platform in China is the largest globally, and digital social security has reached over 1.07 billion users, covering more than 75% of the population [7]
长城基金曲少杰:科技投资可把握A股港股双重机遇,长期视角更关键
Xin Lang Ji Jin· 2025-08-13 06:43
Core Insights - China's technology industry is experiencing a critical breakthrough period, with advancements in domestic large models, humanoid robot commercialization, and innovative drug exports reshaping investor perceptions of China's tech innovation value [1][2] Industry Overview - China has entered the global leading tier in technology, evolving from a follower to a competitor alongside the U.S. in various cutting-edge fields [1] - The development of AI in China is expected to catch up with and potentially surpass the U.S. in the future, driven by a large talent pool, world-class tech companies, and a vast internet user base [1][3] International Expansion - Chinese tech companies have made significant strides in international markets, particularly in Southeast Asia, Europe, Latin America, and the Middle East, leveraging successful domestic business models [2] Sector-Specific Insights - **AI Sector**: AI is viewed as a key battleground in U.S.-China tech competition, with China gaining advantages in applications like image and video generation, despite some gaps in chip technology [3] - **Robotics Sector**: The robotics industry is projected to become larger than the automotive industry, with potential market value reaching 10 trillion [4] - **Smart Driving Sector**: Although the U.S. has a head start in smart driving technology, the gap is closing rapidly, and China's market still holds significant growth potential [4] Investment Opportunities - The technology sector, including internet and hardware stocks, is expected to perform well in the coming years, driven by advancements in AI and robotics [5] - Investors are encouraged to focus on both A-share and Hong Kong markets to capture broader opportunities, with A-shares emphasizing supply chain leaders and Hong Kong stocks highlighting internet giants [6] Market Trends - The Hong Kong tech sector is undergoing a valuation recovery, with significant stock price increases anticipated as the market sentiment shifts from pessimism to neutrality [6] - International capital is expected to gradually increase its allocation to Hong Kong tech stocks as their innovation capabilities and performance improve [6]
中国经济“新意”浓浓
Zheng Quan Ri Bao· 2025-08-03 16:16
Group 1 - The "Three New" economy in China achieved a value-added of 242,908 billion yuan in 2024, growing by 6.7% year-on-year, which is 2.5 percentage points higher than the GDP growth rate [1] - The proportion of the "Three New" economy in GDP reached 18.01%, an increase of 0.43 percentage points from the previous year [1] - The continuous growth of the "Three New" economy is attributed to local efforts in developing new productive forces and enhancing the integration of technological and industrial innovation [1] Group 2 - The rapid development of online shopping has significantly boosted related industries, with the national online retail sales reaching 74,295 billion yuan in the first half of the year, a year-on-year increase of 8.5% [2] - The express delivery industry exemplifies this growth, with a total of 956.4 billion express deliveries completed in the first half of the year, marking a 19.3% increase [2] - The emergence of new industries, new business formats, and new business models has created numerous job opportunities, with job postings in fields like humanoid robots and new materials increasing by 398.1% and 72.1% respectively [2] Group 3 - The Central Political Bureau meeting emphasized the importance of technological innovation in leading the development of new productive forces and fostering internationally competitive emerging pillar industries [3] - The "Three New" economy is expected to continue evolving by exploring new pathways and enhancing new momentum, requiring collaboration among various stakeholders [3] - Strengthening the regulatory framework and optimizing the business environment are essential for the sustainable growth of the "Three New" economy [3]
环球时报研究院发布中国首次大范围“中拉互视”民调报告:友好关系对中拉未来发展很重要
Huan Qiu Shi Bao· 2025-07-04 22:39
Core Viewpoint - The relationship between China and Latin American countries has entered a new stage characterized by equality, mutual benefit, innovation, openness, and people-centered development, as highlighted by President Xi Jinping's speech at the China-Latin America and Caribbean Countries Forum [1] Group 1: Survey Overview - The "China-Latin America Mutual Perception" survey is the first large-scale public opinion survey conducted in Latin America, consisting of two parts: "Chinese Views on Latin America" and "Latin American Views on China" [2] - The first part of the survey collected 2,099 valid samples from 16 cities across seven regions in mainland China, while the second part gathered 3,373 valid responses from six Latin American countries [2] Group 2: Impressions and Interests - Chinese respondents associate Latin America with keywords such as "football," "enthusiasm," and "culture," while Latin Americans view China primarily through the lens of "technology" and "economy" [2][3] - A significant 97% of Chinese respondents express high interest in Latin American affairs, and 96% of Latin Americans show similar interest in Chinese matters [4] Group 3: Economic Perspectives - 40% of Chinese respondents believe that Latin America's economic prospects are "relatively good," while over 50% view it as "stable with challenges but with potential" [5] - 50% of Latin American respondents consider China's economic development prospects "very good," with 34% believing they are "good" [5] Group 4: Trade and Investment - By the end of 2023, China's direct investment stock in Latin America is expected to reach $600.8 billion, making the region the second-largest destination for Chinese overseas investment [12] - 93% of Latin American respondents believe that China's rapid development presents opportunities for the region, with many recognizing China as a key trade partner and a significant source of investment [11] Group 5: Future Cooperation - Over 60% of Latin American respondents express a desire for strengthened trade and investment cooperation with China, particularly in high-tech industries and infrastructure development [12] - The survey indicates that both Chinese and Latin American respondents view their cooperation as mutually beneficial, with over 80% of Chinese respondents affirming this sentiment [11]
人民日报社国际部和环球时报研究院联合发布民调结果显示:全球治理的“上合贡献”获高度认可
Huan Qiu Shi Bao· 2025-05-25 23:00
Core Viewpoint - The Shanghai Cooperation Organization (SCO) has significantly expanded its influence and cooperation among member states, with a strong public endorsement of its role in global governance and development opportunities [2][3][12]. Group 1: Public Opinion on SCO - Over 80% of respondents recognize the positive role of the SCO in global governance, particularly in maintaining world security and promoting global development [2][3]. - Approximately 70% of respondents believe their countries have gained more opportunities for global governance participation through the SCO framework [2][3]. - 95% of respondents acknowledge that cooperation with China brings positive impacts to their countries, with 62% considering China's development experience highly valuable [4][6]. Group 2: Economic and Development Cooperation - The SCO has provided substantial support for member countries' development, with nearly 70% of respondents affirming that it has facilitated sustainable development and modernization [2][3]. - The economic total of the SCO has surpassed $20 trillion, expanding 13 times since its inception, with total foreign trade reaching $6.6 trillion, a growth of over 100 times [3][6]. - 93% of respondents express anticipation for future economic cooperation within the SCO, particularly in trade and investment [9]. Group 3: Security Cooperation - Over 90% of respondents expect enhanced security cooperation within the SCO, with a focus on combating drug trafficking and terrorism [10]. - There is a strong desire for the SCO to play a greater role in resolving regional security issues, with over 70% of respondents expressing this expectation [10]. Group 4: Cultural and Human Exchange - 93% of respondents are looking forward to future cultural exchanges and activities under the SCO, with a particular interest in youth exchanges and vocational training [11]. - The majority of respondents (65%) expressed a desire to travel to China, indicating a strong interest in cultural and tourism exchanges [11].