Tang Wei Wei： The high-quality development of the industrial economy was solidly promoted, and industrial production rebounded significantly in September.
In the first three quarters, all localities and departments thoroughly implemented the decision-making arrangements of the CPC Central Committee and the State Council, effectively coordinated the two overall domestic and international situations, actively promoted the high-quality development of industry, and maintained a steady growth of the industrial economy as a whole. The national industrial production above designated size continued its rapid growth trend since the fourth quarter of last year, the export of industrial products accelerated quarter by quarter, the profits of enterprises maintained growth, the development of high-end, intelligent and green manufacturing industry steadily advanced, and industrial enterprises expected to improve their future operating conditions and their confidence increased.
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First, industrial production grew rapidly, exports accelerated quarter by quarter, and profits maintained growth.
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Industrial production grew rapidly. In the first three quarters, the added value of industrial enterprises above designated size increased year on year.5.8%, growth rate andone—eightApril was flat, continuing the rapid growth trend since the fourth quarter of last year. Among the three categories, the added value of manufacturing increased.6.0%The growth rate is higher than all industries above designated size.0.2Percentage points; Electricity, heat, gas and water production and supply industries grew.6.3%The growth rate is higher than all industries above designated size.0.5Percentage points; Mining industry growth2.9%. From that month,9In September, the added value of industrial enterprises above designated size increased year on year.5.4%, the growth rate is highereightSpeed up the month0.9Percentage points, in a rowfourAfter falling back last month, it recovered.
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Over 90% of industries and regions and over 60% of products maintained growth. In the first three quarters,41Among the three industrial categories,38The added value of each industry increased year-on-year, and the growth area was92.7%.31Among the regions,28The added value of these regions increased year-on-year, with the growth area of90.3%; Guangdong, Jiangsu, Shandong and Zhejiang have contributed more than 40% to the growth of industrial production above designated size in China. In statistics619Among the three major industrial products,399The output of this product increased year-on-year, and the growth area was64.5%.
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The export of industrial products is accelerating quarter by quarter. In the first three quarters, the export delivery value of industrial enterprises above designated size increased year-on-year.4.1%, growth rate andone—eightThe month is flat; The growth rates in the first, second and third quarters are respectively0.8%、5.2%、5.3%It is accelerating quarter by quarter, which strongly supports the smooth operation of the industrial economy. Among the major export industries, export delivery value, an automobile, metal products, railway, ship, aerospace industry, maintained a double-digit growth year-on-year, with the growth rates of17.1%、20.2%、23.3%. Among the major export regions, Guangdong, Jiangsu and export delivery value, Zhejiang grew rapidly year-on-year, with the growth rates of respectively5.9%、5.4%、6.3%.
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The profits of industrial enterprises kept growing.one—eightIn September, the operating income of industrial enterprises above designated size increased year on year.2.4%Maintain steady growth; Total profit increased year-on-year0.5%Continue the growth trend since the beginning of the year. From the perspective of industry,41Among the 10 industrial categories, there are29Profits of 20 industries increased year on year, accounting for70.7%The industry growth rate is over 70%. The profits of high-tech manufacturing industry have continued to grow rapidly.one—eightThe monthly growth rate is10.9%, higher than the industrial average above designated size.10.4个百分点。
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Second, the transformation and upgrading continued to advance, and the industrial economy steadily moved towards high-quality development.
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The industrial economic structure has been further optimized, and the role of "ballast stone" in equipment manufacturing industry has been continuously enhanced. In the first three quarters, the added value of equipment manufacturing industry above designated size increased year-on-year.7.5%, higher than all industries above designated size.1.7Percentage points. The added value of equipment manufacturing industry accounts for the proportion of all industries above designated size.33.8%, continuous19Stay in the next monththirty percentAbove, moreone—eightMonth promotion0.3A percentage point, the role of "ballast stone" has been continuously enhanced. Among them, the electronics industry grew.12.8%Since the beginning of this year, it has maintained double-digit growth and contributed to the growth of all industries above designated size.21.0%, ranking first in all major industries.
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The results of the "two new" policies have appeared, and related industries and products have grown rapidly. In the first three quarters, policies and measures such as large-scale equipment renewal and trade-in of consumer goods in various regions were accelerated, driving the production of related industries to improve. Driven by factors such as equipment renewal, the added value of shipbuilding and related equipment manufacturing, radio and television equipment manufacturing and communication equipment manufacturing increased respectively year-on-year.20.5%、19.8%、12.9%, sustained and rapid growth. From the perspective of products, the output of food manufacturing machinery, special equipment for agricultural products processing and special equipment for packaging increased year-on-year.38.1%、34.6%、11.8%. In terms of trade-in, driven by factors such as car scrapping and replacement subsidy policy, the output of new energy vehicles has increased.33.8%The output of charging piles related to it has increased.57.2%. Thanks to the trade-in policy of household appliances, the output of household refrigerators, room air conditioners, household refrigerators, smart TVs and other products has achieved rapid growth, with the growth rates of14.0%、8.0%、7.5%、6.7%. from9Looking at the month of June, the effect of the "two new" policies is more obvious. The output of products such as digging and shoveling transportation machinery, special packaging equipment and special equipment for agricultural products processing increased respectively year-on-year.43.7%、57.4%、36.7%, moreeightMonthly rebound8.5A,43.9A,61.7Percentage points; The output of new energy vehicles increased year-on-year48.5%, the growth rate is2023yearfiveA new high since June; The output of household freezers, room air conditioners, household refrigerators and other products achieved rapid growth, with year-on-year growth respectively.20.5%、10.7%、9.0%, the growth rate is highereightSpeed up the month16.3A,20.1A,4.3个百分点。
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The high-end, intelligent and green manufacturing industry continues to deepen, leading the high-quality development of industry. High-end aspect. In the first three quarters, the added value of high-tech manufacturing industries above designated size increased year on year.9.1%The growth rate is higher than all industries above designated size.3.3Percentage points. Among them, the growth rate of electronic and communication equipment manufacturing industry is12.2%, continuous11Maintain double-digit growth last month; Industries such as electronic circuit manufacturing, integrated circuit manufacturing, aerospace and equipment manufacturing increased respectively.20.8%、17.3%、12.5%. In terms of intelligence. In the first three quarters, the added value of life service industries such as intelligent unmanned aerial vehicle manufacturing and intelligent vehicle equipment manufacturing increased respectively year-on-year.56.4%、30.7%; The output of smart products such as virtual reality devices and smart phones increased year-on-year.11.0%、10.5%; Navigation, surveying and mapping, meteorology, marine special instrument manufacturing, electrical instrument manufacturing and other professional supporting industries increased respectively.39.8%、10.1%. In terms of greening. The new energy industry continues to grow. In the first three quarters, the output of charging piles, new energy vehicles and solar cells increased respectively.57.2%、33.8%、12.8%; With the increase of the supply of green materials, the output of ultra-white glass, polysilicon and monocrystalline silicon for solar energy industry increased respectively.61.2%、52.1%、29.4%.
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Third, the prosperity of industrial enterprises has rebounded and their business confidence has increased.
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The prosperity of industrial enterprises has rebounded. right10The questionnaire survey conducted by more than 10,000 industrial enterprises above designated size shows that in the third quarter, the comprehensive prosperity index of industrial enterprises above designated size rose month-on-month and year-on-year.0.3个和1.0A point. Among them,34.0%% of the enterprises think that their business conditions are good in this quarter, with a year-on-year increase.0.2个和0.9个百分点。9In June, manufacturing industryPMIfor49.8%, up from last month.0.7Percentage points; The production index is51.2%, up from last month.1.4Percentage points, back to the expansion range.
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企业经营信心有所增强。三季度，规模以上工业企业对四季度的综合经营状况预期指数环比、同比分别上升1.2个和1.1个点。其中，预计四季度经营状况乐观的企业占34.1%，环比、同比分别上升1.3个和0.9个百分点。调查的6万余家规模以下小微工业企业中，预计四季度生产增速加快或持平的企业比重达到84.4%，环比上升0.3个百分点。
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总体看，虽然外部环境依然严峻复杂，市场需求不足、企业盈利水平较低等困难仍然存在，但前三季度工业经济总体保持平稳增长。9月份，规模以上工业生产增速、PMI生产指数回升，工业企业预期企稳、信心有所增强，表明工业经济持续稳定运行仍然具有坚实基础。下阶段，要深入贯彻落实党中央决策部署，加快落实一揽子增量政策，加大助企帮扶力度，着力扩大国内需求，加快培育新质生产力，推动工业经济量增质优、行稳致远。
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（作者系国家统计局工业统计司司长）
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（原文链接：http://www.ce.cn/xwzx/gnsz/gdxw/202410/18/t20241018_39173111.shtml）
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