来源：热点解码局 中国连续15年稳居全球制造业首位，是规模优势与创新升级共同作用的结果。以下从核心数据、产业升 级、支撑因素及未来挑战四个维度综合分析： 核心数据与全球地位 规模与持续性 增加值：2024年制造业增加值突破40.5万亿元，连续15年居全球第一，占全球制造业比重约30%，超过 美、日、德三国总和。 工业品产量：220余种主要工业品（如光伏组件、新能源车、船舶、工程机械）产量全球第一，涵盖电 子、机械、化工等领域。 全产业链优势 中国拥有全球最完备的产业体系，涵盖41个工业大类、666个工业小类，供应链自主可控率达90%以 上。工业机器人密度达每万人470台，全球第三，生产效率提升显著。 ⚙️ 产业升级与技术突破 高端制造自主化 技术攻坚：国产电磁弹射航母福建舰、C919大飞机、CR450高铁、深海探测装备实现自主突破，填 补"卡脖子"领域空白。 新质生产力：新能源汽车2024年产量超1300万辆（占全球60%），光伏组件占全球80%份额，人形机器 人、AI大模型赋能千行百业。 出口贡献：2024年货物出口总额6.16万亿美元，连续7年全球第一，全球50%钢铁、60%家电、80%空调 依赖中国供应 ...

今天，国新办举行了"高质量完成'十四五'规划"首场新闻发布会，介绍了"十四五"时期经济社会发展成 就。点击视频↓↓↓ 相信大家都对"35万亿元"这个数据印象深刻。我国"十四五"期间 GDP规模预计将扩大超35万亿元，这 个体量相当于再造一个长三角，可见中国经济的实力和活力。 同时，我们还站上了一个又一个"大国重器"的创新制高点。海上，第一艘国产电磁弹射航母福建舰下 水，第一艘国产大型邮轮"爱达·魔都号"建成运营；天上，第一座中国空间站"天宫"全面建成运营，第 一次按照国际通行适航标准研制的国产大飞机C919实现商业飞行。 这些"第一艘""第一座""第一次"彰 显了中国创新的重大突破。 回顾"十四五"这五年，其实遇到的困难问题比预计的要多，取得的成果成效却比预期的要好，有这样一 份成绩单，我们都是建设者和见证者，都值得给自己点个赞。而经济社会发展的成果，也在实打实地转 化为生活中的幸福感。发布会提到一个重要数据， 我国人均预期寿命达到79岁。我看到有网友留言 说，"这不仅是数字的增长，更是民生福祉、医疗进步与社会发展同频共振的有力见证"，说得真好。 "十四五"即将收官，如果以舞为 喻，这无疑是一支"风雨兼程见彩 ...

Core Insights - The "14th Five-Year Plan" has led to significant technological achievements in China, including the launch of the first domestically produced aircraft carrier and the first large cruise ship, showcasing the country's innovation capabilities [1] - These achievements are not isolated incidents but are the result of a long-term strategic plan combined with incremental breakthroughs in various sectors [2] Group 1: Innovation Ecosystem - The success of these technological milestones relies on a multifaceted innovation ecosystem, including policy support, capital investment, talent cultivation, and collaboration between academia and industry [2] - China's vast market, with over 1.4 billion people, serves as a fertile ground for innovation, providing a testing ground for new technologies and accelerating their development [2] Group 2: Policy and Financial Support - The Chinese government has significantly increased fiscal support for technological innovation, with tax reductions and refunds amounting to 636.1 billion yuan from January to May this year [3] - Specific policies aimed at high-tech enterprises, such as a reduced corporate income tax rate of 15%, have provided strong incentives for innovation [3] Group 3: Global Collaboration - The achievements in technology are also a product of global collaboration, emphasizing that self-innovation does not equate to isolation [4] - The C919 aircraft's compliance with international airworthiness standards marks a shift from domestic production to international integration in the aviation sector [4] - The movement of innovation elements across regions, such as from Beijing's "unicorn" companies to Shenzhen's cross-border innovation platforms, highlights the interconnected nature of the innovation ecosystem [4]

9日，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会，介绍"十四五"规划目标任 务完成情况。 各项主要指标中，经济增长、全员劳动生产率、全社会研发经费投入等指标进展符合预期；常住人口城 镇化率，人均预期寿命，粮食、能源综合生产能力等8项指标进展超过预期；规划确定的战略任务全面 落地，部署的102项重大工程顺利推进。 看经济发展 ——5年经济增量相当于再造一个长三角 国家发展改革委主任郑栅洁表示，我国经济总量连续跨越110万亿、120万亿、130万亿，今年预计可以 达到140万亿左右，5年经济增量预计超过35万亿，相当于再造一个长三角，同时相当于广东、江苏、山 东三个排名前三的经济大省经济总量的总和，也超过了世界排名第三国家的经济总量。 ——前4年中国经济增速平均在5.5% 5年前，"十四五"规划制定了一系列目标任务。如今"十四五"即将收官，各项指标进展如何？ 郑栅洁表示，"十四五"前4年中国经济增速平均在5.5%，可以说，我们国家这么大的体量和增量，在经 受各种风险挑战的冲击下，还能保持这样的增速，在经济发展史上应该是前所未有的。 ——连续15年稳坐全球制造业"头把交椅" 郑栅洁介绍，中国 ...

Group 1 - The U.S. government, led by President Trump, unexpectedly extended the deadline for "reciprocal tariffs" to August 1, indicating a shift in trade policy just hours before the original deadline [3][5] - The U.S. trade deficit surged by 18% year-on-year in Q1 2025, with over 35% attributed to trade with China, highlighting a structural imbalance in the U.S. economy [5] - The potential for significant economic backlash from tariff increases is evident, as major retailers like Walmart and Home Depot warned of price hikes of 15%-20%, which could severely impact low- and middle-income families [10] Group 2 - China's strategic advantage in rare earth resources is significant, with the U.S. relying on China for 83.7% of its rare earth imports, and up to 97% for heavy rare earths [12][15] - The U.S. semiconductor industry faces a 20% capacity shortfall if tariffs are imposed on Malaysia, which supplies 40% of advanced packaging materials globally [7] - The trade negotiations between the U.S. and China have seen China leverage its resource control to negotiate favorable terms, such as linking rare earth exports to the lifting of U.S. technology restrictions [17][18] Group 3 - The U.S. tariff policy is reshaping global trade dynamics, prompting retaliatory measures from other countries, including a 25% retaliatory tariff from the EU on U.S. agricultural products [19] - Emerging market countries are increasingly seeking to reduce reliance on the U.S. dollar, with initiatives like the BRICS currency settlement mechanism and ASEAN's digital trade negotiations [21][23] - China's investments in ASEAN countries increased by 37% in the first half of 2025, focusing on critical sectors like semiconductors and renewable energy, thereby enhancing its strategic positioning against U.S. tariffs [25]

哈喽哇！大家今天好呀，我是喵喵，一个喜欢旅游，喜欢时政的单身喵! CIPS（人民币跨境支付系统）的兴起，是对SWIFT的实质性替代。它不仅速度快、成本低，还能绕开美国的 金融监控体系，而"一带一路"沿线国家，越来越多地接受人民币结算。 当全球开始用人民币买油、买矿、买大豆，美国手里最大的"金融武器"就不再那么灵了。 有一次在云南瑞丽，当地边民告诉我，现在很多货物不再用美元结算，改用人民币。 那一刻，我突然明白，有些变化不是新闻头条告诉你的，而是老百姓的日常在悄悄改变。 最近在看《这就是中国》的一期节目，复旦大学的张维为教授有句话我印象特别深："支撑美国霸权的四根柱 子，正在被中国一根一根地打掉"。 这不是口号，是现实，而这种现实，或许才是我们这个时代最值得关注的地缘变化。 一、第一根柱子：美元的统治，开始松动了 美国最强大的霸权，不是航母，而是美元。 长期以来，全球能源和大宗商品交易都要靠美元结算，谁敢违逆，就有被制裁的风险。但这两年，一个重要 变化悄悄发生了：人民币国际化速度明显加快。 我曾经以为，去美元化是个遥远的话题，现在看来，它已经在路上了。 二、第二根柱子：科技霸权，被逼出国产替代路径 美国对中国的 ...

Core Viewpoint - Promoting regional coordinated development is a key measure to accelerate the construction of a new development pattern and promote high-quality development [1] Group 1: Strategic Initiatives - The "14th Five-Year Plan" and the 2035 vision outline support for Shenzhen, Pudong, and Zhejiang to drive significant national regional strategies [1] - Shenzhen aims to implement an innovation-driven development strategy and build a modern economic system, becoming a global benchmark city [1] - Pudong focuses on establishing a high-standard international economic and trade rule system, enhancing its role in global resource allocation [1] - Zhejiang is working on a framework for common prosperity, providing a provincial model for nationwide implementation [1] Group 2: Achievements and Progress - Shenzhen's GDP increased from 2.78 trillion yuan in 2020 to 3.68 trillion yuan in 2024, maintaining the top position in industrial output and patent applications [2] - Pudong has expanded its high-level institutional openness, enhancing its global resource allocation capabilities and launching new financial products [2] - Zhejiang's income disparity between urban and rural residents decreased from 1.96 in 2020 to 1.83 in 2024, with urban and rural income levels reaching 78,000 yuan and 43,000 yuan respectively [2] Group 3: Future Directions - Emphasis on deepening reforms to create a market-oriented, legal, and international business environment, ensuring fair competition for private enterprises [3] - Focus on building globally influential innovation hubs, enhancing strategic scientific capabilities, and fostering a robust innovation ecosystem [4] - Development of international competitive advantages through high-level institutional openness and expanding service industry access [4]

21世纪经济报道记者王峰北京报道 国务院关于新质生产力发展情况的报告（下称"报告"）6月24日提请 全国人大常委会会议审议。新质生产力稳步发展，展现追"新"逐"质"新动能。 受国务院委托，国家发展和改革委员会副主任相里斌作报告时表示，总的看，我国发展新质生产力既面 临新风险新挑战，也迎来新机遇新空间，有基础有条件、有信心有能力加快培育壮大新质生产力，激发 更强劲的高质量发展动能。 关键核心技术不断突破 报告显示，我国科技创新效能持续提升，创新驱动发展成效日益显现。北京、上海、粤港澳大湾区国际 科技创新中心建设成效显著，在2024年全球科技集群排名中均居前五位。关键核心技术攻关不断取得突 破。集成电路设计、制造、封测全产业链实力进一步增强，2024年集成电路产量增长22.2%，出口额超 过1.1万亿元，创历史新高。大马力无级变速拖拉机、大型液化天然气（LNG）运输船等一批国产高端 装备投入应用。C919大飞机实现三大航司全面运营，累计承运旅客超200万人次。 报告显示，科技创新和产业创新深度融合，现代化产业体系加快构建。工业机器人年新增装机量占全球 比重超50%，农作物耕种收综合机械化率超75%。2024年规上 ...

Group 1 - The report highlights that China's new quality productivity development faces both new risks and challenges, as well as new opportunities and spaces for growth, with confidence and capability to accelerate its cultivation [1][3] - China's technological innovation efficiency continues to improve, with significant results from innovation-driven development, particularly in major cities and regions like Beijing, Shanghai, and the Guangdong-Hong Kong-Macao Greater Bay Area, ranking among the top five in the 2024 global technology cluster rankings [1][2] - The integrated circuit industry is experiencing substantial growth, with a projected 22.2% increase in production in 2024 and export value exceeding 1.1 trillion yuan, marking a historical high [1][2] Group 2 - The report indicates that the annual installation of industrial robots in China accounts for over 50% of the global total, and the comprehensive mechanization rate for crop farming exceeds 75% [2] - The output of new energy vehicles is expected to surpass 13 million units in 2024, maintaining a decade-long position as the global leader in production and sales [2] - By April 2025, the cumulative transaction volume of carbon emission allowances in the national carbon trading market is projected to reach 640 million tons, with a total transaction value of 44.05 billion yuan [2] Group 3 - The report emphasizes the need for comprehensive promotion of technological innovation, industrial innovation, and the transformation of development methods, alongside institutional and talent mechanism innovations to accelerate the development of new quality productivity [3] - Key areas for promoting new quality productivity include advancing technological breakthroughs, driving industrial transformation through technological innovation, and facilitating a comprehensive green transition in economic and social development [3]

国家发展改革委副主任相里斌受国务院委托作报告时表示，北京、上海、粤港澳大湾区国际科技创新中 心建设成效显著，在2024年全球科技集群排名中均居前五位。集成电路设计、制造、封测全产业链实力 进一步增强，2024年集成电路产量增长22.2%，出口额超过1.1万亿元，创历史新高。大马力无级变速拖 拉机、大型液化天然气（LNG）运输船等一批国产高端装备投入应用。C919大飞机实现三大航全面运 营，累计承运旅客超200万人次。 国务院关于新质生产力发展情况的报告24日提请全国人大常委会会议审议。报告显示，我国创新驱动发 展成效日益显现。 ...