记者从乌海海关获悉，今年1月至8月，乌海市进出口总值达11.8亿元，同比增长82.9%。其中，民 营企业贡献95%以上，完成11.3亿元，同比增长85.4%，展现出地区经济强劲的开放活力和发展韧性。 亮眼数据的背后，是政策与服务的"双轮驱动"。乌海海关积极设立RCEP咨询台，签发原产地证书 117份，为企业签证货值超亿元；"提前申报+预约查验"让货物实现"即报即审、即检即放"，压缩整体查 检时间；"关长送政策上门""一站式服务包"常态化，两家重点企业已率先享受"批次检验"改革，进一步 实现降本增效；创新采用线上线下相结合的信用培育模式，提升企业认证效率，助力企业拓展国际市 场。 今年以来，乌海市与共建"一带一路"国家的贸易往来日益密切，进出口总值达5.4亿元，同比增长 57.00%。同时，对《区域全面经济伙伴关系协定》（RCEP）贸易伙伴的进出口也实现了稳步增长，进 出口总值达4.1亿元，同比增长65.4%，两大市场合计占比已超八成，多元化格局愈发稳固。 从出口产品结构来看，乌海市传统出口产品依然保持强劲势头。传统基本有机化学品出口4.4亿 元，实现翻番式增长；高新技术产品出口3.3亿元，增速高达126.6% ...

中秋国庆双节假期，中国各地推出了观演赏剧、游历山河、中秋团圆、亲子游乐等文旅活动。 "夜消费"俨然成为激发城市活力的新名片，各大城市竞相发力夜间经济。数据显示，2024年，大约60% 的居民消费发生在夜间，大型商场每天18点至22点的消费额占全天营业额的一半以上。分析指出，未来 还要进一步丰富消费业态、做好制度协调；精准定位地域特色，避免活动和服务的同质化；利用新科技 改善消费体验，让夜间经济融入智能经济；最关键的是适配市场趋势、契合消费者需求。 当夜间消费与体育赛事融合，还将激发出更大的消费热潮。中国国务院办公厅稍早前印发《关于释放体 育消费潜力进一步推进体育产业高质量发展的意见》，提出6项20条重点举措，其中就重点提到，为激 发体育消费需求，鼓励具备条件的体育场地设施延长开放时间，促进夜间体育消费；强调在商业综合 体、景区、商圈、街区等引入体育健身、赛事活动等业态。 在中国政府即将部署下一个五年规划的节点，海外投资者也建言献策，呼吁中国确立可预测、可靠且高 效的投资环境。中国欧盟商会近期发布《2025-2026欧盟企业在中国建议书》，提出上千条优化市场环 境的建议，并指出，价格战和市场准入是欧盟企业面临的 ...

Investment Chain - Prices of copper, aluminum, zinc, lead, gold, and silver have risen since September 2025. Fixed asset investment growth rate has decreased to 0.50%, with real estate development investment declining by 12.90% and manufacturing fixed asset investment growth at 5.10% [1] - Infrastructure investment growth rate has also decreased to 5.42%. Prices of tin and nickel have fallen, while the price of thermal coal has slightly increased to 676 RMB per ton [1] Consumption Chain - In August 2025, automobile sales growth rate increased to 16.44%, while home appliance retail sales growth rate decreased to 19.90%. The nominal growth rate of social consumption fell to 3.40% [2] - The cumulative nominal growth rate has decreased by 4.60%, and the sales area of commercial housing has seen a decline of 5.44% [2] Export Chain - In August 2025, export growth rate to the US decreased, while it increased for the EU, Japan, and ASEAN. The overall export growth rate rose to 25.52% [3] - Exports of furniture, refined oil, coke, ships, plastics, and auto parts have seen an increase, while agricultural products, toys, lighting, coal, steel, and aluminum exports have decreased [3] Price Chain - Oil prices have risen to 63.41 USD per barrel as of September 23, 2025. Prices for PVC have increased to 4695 RMB per ton, while prices for MDI have decreased [4] - Pork prices have dropped to 13.71 RMB per kilogram, and the price of domestic urea has also decreased compared to July 2025 [4]

外贸企业活力进一步增强。前8个月全省有进出口实绩的外贸企业数量达1.28万家，同比增长10.8%， 增加1245家；其中，进出口值5000万元以上的企业721家，同比增加82家。民营企业进出口4061亿元， 增长16%；外商投资企业进出口1083.9亿元，增长51%。 国际市场多元化布局更优。前8个月，河南省对东盟进出口743.1亿元，增长8.8%；对欧盟进出口735.6 亿元，增长27.9%；对韩国进出口374.9亿元，增长9.6%。同期，河南省与共建"一带一路"国家进出口 2713.8亿元，增长14.5%；对RCEP其他成员国进出口1651.5亿元，增长22.7%；对其他金砖国家成员国 进出口933.3亿元，增长37.4%；对拉美进出口620.4亿元，增长11.9%；对非洲出口238.8亿元，增长 25.5%。 今年8月，河南省出台支持企业降本增效若干政策措施，加力降低企业进出口成本，助力专精特新企业 在出海赛道上走得更远。前8个月，全省出口产品"高""新"含量进一步增加。出口高新技术产品1542.6 亿元，增长47.7%，占全省出口值的42.3%；出口"新三样"产品182.2亿元，增长159.3%，其中 ...

在进口方面，高新技术产品、农产品、未锻轧铜及铜材进口保持增长，生产、消费均呈现向好趋势。前 8个月，河南进口高新技术产品866.2亿元，增长7.8%；进口农产品107.4亿元，增长20.2%；进口未锻轧 铜及铜材69.1亿元，增长96.4%。 此外，河南各地外贸进出口增长势头良好。前8个月，12个省辖市和济源示范区进出口实现正增长。 （记者 王歌 通讯员 刘远方） 责任编辑： 郭栩汝 河南进出口规模再创新高。9月16日，记者从郑州海关获悉，今年前8个月，我省外贸进出口值5500.1亿 元，同比（下同）增长19.3%，高于同期全国增速15.8个百分点，进出口规模历史同期首次突破5500亿 元，刷新河南省前8个月最高纪录。其中，出口值3643.1亿元，增长29.3%；进口值1857亿元，增长 3.6%。 外贸企业活力进一步增强。前8个月，河南省有进出口实绩的外贸企业数量达1.28万家，同比增长 10.8%，增加1245家；其中，进出口值5000万元以上的企业721家，同比增加82家。民营企业进出口值 4061亿元，增长16%；外商投资企业进出口值1083.9亿元，增长51%。 国际市场多元化布局更优。今年前8个月 ...

Economic Overview - In August, the national industrial added value increased by 5.2% year-on-year, with a slight month-on-month growth of 0.37%, supported by high growth in equipment manufacturing and high-tech manufacturing [1] - The total retail sales of consumer goods reached 39,668 billion yuan in August, growing by 3.4% year-on-year, while the growth rate of commodity retail decreased by 0.4 percentage points to 3.6% [1] - Fixed asset investment from January to August was 326,111 billion yuan, with a year-on-year growth of 0.5%, reflecting a decline in real estate development investment and a slight decrease in infrastructure and manufacturing investment [1] Foreign Trade - In August, exports grew by 4.4% year-on-year, down from 7.2% in the previous month, with strong performance in electromechanical products and ship exports [2] - High-tech products, integrated circuits, and ship exports contributed 4.1 percentage points to the overall export growth [2] Policy Measures - A comprehensive policy initiative was announced on September 16 to stimulate service consumption, including 19 specific measures aimed at enhancing supply and demand [3] - The initiative focuses on increasing the supply of high-quality services and reducing consumption barriers through fiscal incentives and innovative credit options [3] - The Ministry of Commerce has introduced over 30 policies to establish a "1+N" policy system for service consumption, with plans for further targeted documents to promote high-quality development in the accommodation sector and integration of railways and tourism [3] Real Estate and Fiscal Policy - Major cities like Beijing, Shanghai, and Shenzhen have implemented new policies to relax purchase and loan restrictions in the real estate sector, with more measures expected to stabilize the market [4] - The Ministry of Finance emphasized maintaining continuity and stability in fiscal policy while enhancing flexibility and foresight to support high-quality economic development [4] Market Outlook - The stock index has shown a fluctuating upward trend driven by valuation, with economic fundamentals and corporate earnings not significantly impacting the index [4] - Future improvements in economic fundamentals and A-share profitability are anticipated, supported by coordinated policy efforts and a low base effect from the previous year [4]

前8个月河南进出口规模创同期历史新高 外资进出口劲增超五成 中新网郑州9月17日电(阚力 王佳宁)郑州海关17日消息称，前8个月河南省外贸进出口超5500亿元(人民 币，下同)，同比增长19.3%，刷新河南进出口规模同期历史纪录。其中，外商投资企业进出口劲增，同 比增长超五成。 郑州海关方面称，今年前8个月，河南省有进出口实绩的外贸企业数量达1.28万家，民营企业进出口 4061亿元，主力作用凸显。其中，外商投资企业进出口1083.9亿元，同比增长51%。 今年前8个月，河南进出口市场更加多元，对欧盟、共建"一带一路"国家、非洲等市场进出口增速较 快，对欧盟进出口735.6亿元，同比增长27.9%；与共建"一带一路"国家进出口2713.8亿元，同比增长 14.5%；对非洲出口238.8亿元，同比增长25.5%。 从出口产品来看，河南外贸"高新"含量进一步增加。前8个月，河南出口高新技术产品1542.6亿元，同 比增长47.7%。同期，出口电动载人汽车、锂电池、太阳能电池"新三样"产品182.2亿元，同比增长 159.3%；其中电动汽车168.1亿元，同比增长261.8%。(完) 广告等商务合作，请点击这里 本 ...

证券时报·e公司记者从郑州海关了解到，今年前8个月，河南省实现外贸进出口5500.1亿元，同比（下 同）增长19.3%，高于同期全国增速（3.5%）15.8个百分点，进出口规模历史同期首次突破5500亿元， 刷新河南省前8个月最高纪录。其中，该省实现出口3643.1亿元，增长29.3%；进口1857亿元，增长 3.6%。 此外，河南出口产品"高""新"含量进一步增加。今年前8个月，该省出口高新技术产品1542.6亿元，增 长47.7%，占全省出口值的（下同）42.3%。出口"新三样"产品182.2亿元，增长159.3%；其中电动汽车 168.1亿元，增长261.8%。此外，出口农产品111.9亿元，增长26.4%。出口白银89亿元，增长20.3%。 今年8月，河南省已出台支持企业降本增效若干政策措施，加力降低企业进出口成本，让专精特新企业 在出海赛道上走得更远。 今年前8个月，河南省有进出口实绩的外贸企业数量达1.28万家，同比增长10.8%，增加1245家；其中， 进出口值5000万元以上的企业721家，同比增加82家。民营企业进出口4061亿元，增长16%；外商投资 企业进出口1083.9亿元，增长51% ...

Group 1 - The report indicates a shift in market logic, moving from a focus solely on AI trends to a broader consideration of macroeconomic fundamentals and recovery [3][12][13] - The Shanghai Composite Index has recently surpassed previous highs, while the TMT sector has not reached new highs, suggesting a market expansion into other sectors such as real estate, steel, and non-ferrous metals [3][12][17] - Historical comparisons are made to the market trends of 2020-2021, highlighting the importance of understanding the underlying logic of market transitions rather than merely focusing on growth versus value styles [3][12][13] Group 2 - Recent data shows resilience in non-US exports and a recovery in profit margins within the midstream manufacturing sector, indicating a positive trend in China's economic activity [4][20][25] - In August 2025, China's export growth was 4.4%, primarily affected by a decline in exports to the US, while exports to the EU and ASEAN continued to improve [4][20][24] - The report notes a structural improvement in inflation data, with core CPI showing a rebound, suggesting a potential reversal of the capital outflow that has previously contributed to price declines [4][25][31] Group 3 - The report highlights an increased expectation for interest rate cuts by the Federal Reserve, with market sentiment shifting towards a more accommodative monetary policy to support economic recovery [5][34][37] - Employment data in the US indicates rising risks, with significant downward revisions to non-farm payrolls and an increase in initial jobless claims, suggesting a cautious outlook for the labor market [5][34][36] - The anticipated interest rate cuts are expected to stimulate both manufacturing and real estate investments, with historical trends indicating a rebound in these sectors following previous rate cuts [5][44][47] Group 4 - The report emphasizes that the main drivers of market transitions are changes in underlying logic rather than traditional style shifts, with a focus on sectors benefiting from domestic recovery and global demand [6][51] - Key sectors identified for investment include upstream resources (copper, aluminum, oil, gold), capital goods (lithium batteries, wind power equipment, engineering machinery), and raw materials (basic chemicals, fiberglass, paper, steel) [6][51] - The report also points to emerging opportunities in domestic consumption-related sectors such as food and beverage, tourism, and insurance, as profit recovery takes hold [6][51]

央视网消息（新闻联播）：今年前8个月，我国中西部地区货物贸易进出口5.31万亿元，创历史同期新高，增长10.4%，增速继续领跑全国。中西部地区 进出口值占全国整体的比重提升到18%。 前8个月，中部地区6省外贸"新"意十足，"新三样"产品出口增长38.83%，其中电动汽车出口增长119.07%，高新技术产品出口增长9.11%。 西部12省区市中，青海、新疆增幅较大，分别增长45%、25.4%。 ...