隔岸风声 发表于 2019-8-8 14:42:01

经济形势理性看

<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2018</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">年以来,面对复杂严峻的国际形势和国内经济下行压力,党中央、国务院及时出台“六稳”措施,进一步深化改革开放,有效抵御外部冲击,实现了经济平稳健康发展。</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2018</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">年,我国国内生产总值比上年增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6.6%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,城镇新增就业超过</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">1300</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">万人,居民消费价格比上年上涨</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2.1%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,货物贸易总额首次突破</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">30</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">万亿元,主要预期目标较好实现。今年上半年,我国经济继续运行在合理区间,延续了总体平稳、稳中有进发展态势,稳定性、韧性明显增强,发展质量和效益继续提高。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><b><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  经济运行总体平稳,稳定性和韧性明显增强</span></b></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  今年以来,在以习近平同志为核心的党中央坚强领导下,各地区各部门坚持稳中求进工作总基调,贯彻落实新发展理念,加大“六稳”工作力度,经济运行延续了平稳态势,主要宏观指标稳中有进。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  经济保持中高速增长。强化宏观政策逆周期调节,积极的财政政策加力提效,稳健的货币政策松紧适度,为经济稳定运行创造了良好环境。今年上半年,国内生产总值同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6.3%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,其中一季度增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6.4%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,二季度增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6.2%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,连续</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">18</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个季度运行在</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6.0%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">—</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">7.0%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">区间,经济运行的稳定性和韧性明显增强。工业生产基本稳定,服务业较快增长。上半年,规模以上工业增加值同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6.0%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">;服务业生产指数增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">7.3%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,继续保持</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">7%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">以上的较高增速。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  就业形势总体良好。坚持把稳就业放在更加突出位置,出台一系列稳岗就业政策措施,就业人数持续增加。今年上半年,全国城镇新增就业</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">737</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">万人,完成全年目标任务的</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">67%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">;调查失业率处于较低水平,</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">月份,全国城镇调查失业率为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">5.1%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,其中</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">25</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">—</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">59</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">岁人口调查失业率为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">4.6%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。居民收入与经济增长保持同步。上半年,全国居民人均可支配收入</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">15294</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">元,同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">8.8%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,扣除价格因素实际增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6.5%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  市场价格涨势温和。多措并举保障重要商品供应,有效应对部分食品价格上涨压力,市场供求关系总体平衡。今年上半年,居民消费价格同比上涨</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2.2%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,低于</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">3%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">左右的预期目标;扣除食品和能源的核心</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">CPI</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">上涨</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">1.8%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,比一季度回落</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">0.1</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点。上半年,工业生产者出厂价格同比上涨</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">0.3%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,比一季度扩大</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">0.1</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  国际收支好于预期。坚定维护多边主义和自由贸易,持续扩大对外开放,外贸外资稳定增长。今年上半年,我国货物进出口总额</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">146675</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">亿元,同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">3.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,其中出口增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6.1%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,进口增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">1.4%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">;实际使用外资</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">4783</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">亿元,同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">7.2%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">1</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">—</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">5</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">月份,我国服务进出口总额</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">21893</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">亿元,同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">3.5%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><b><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  稳中有进态势持续,迈向高质量发展步伐稳健</span></b></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  在经济稳定运行的同时,改革开放不断深化,经济结构持续优化,新旧动能有序转换,经济发展的协调性、可持续性明显增强,经济迈向高质量发展的步伐更加稳健。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  内需拉动作用凸显,产业结构优化升级。消费基础性作用有效发挥。</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2018</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">年,内需对经济增长的贡献率达到</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">108.6%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,其中最终消费支出增长对经济增长的贡献率达到</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">76.2%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,已经成为经济增长主要拉动力。今年上半年,最终消费支出增长对经济增长的贡献率为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">60.1%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,服务消费和发展享受型消费占比提高。产业升级态势明显。上半年,第三产业增加值占国内生产总值的比重为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">54.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,同比提高</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">0.5</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点;中高端制造业快速增长,高技术制造业增加值同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">9.0%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">;现代服务业发展势头较好,信息传输软件和信息技术服务业、租赁和商务服务业增加值同比分别增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">20.6%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">7.8%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  创新驱动力不断增强,新动能成长壮大。新技术研发加快布局,关键核心技术攻关有序推进。今年上半年,高技术制造业和高技术服务业投资同比分别增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">10.4%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">13.5%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,比全部投资分别快</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">4.6</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">7.7</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点。新产业新产品较快增长。上半年,战略性新兴制造业增加值同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">7.7%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,比规模以上工业快</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">1.7</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点;新能源汽车、太阳能电池产量分别增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">34.6%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">20.1%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,持续保持较快增长。新业态新模式蓬勃发展。上半年,全国实物商品网上零售额同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">21.6%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,快于社会消费品零售总额</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">13.2</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  供给侧结构性改革扎实推进,加快打造高水平对外开放新格局。“巩固、增强、提升、畅通”和“三去一降一补”取得新进展。今年二季度,黑色金属冶炼和压延加工业产能利用率为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">80.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,同比提高</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2.4</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点;有色金属冶炼和压延加工业产能利用率为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">80.5%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,同比提高</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">1.5</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点。</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">月末,商品房待售面积同比下降</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">8.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">;规模以上工业企业资产负债率为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">57.0%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,同比下降</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">0.3</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点。今年上半年,生态保护和环境治理业、教育领域投资同比分别增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">48.0%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">18.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,环保、教育短板得到有效弥补。重点领域和关键环节改革取得新突破,“放管服”改革持续深化,营商环境明显改善,市场主体快速增加。上半年,全国新登记企业</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">350</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">万户,日均</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">1.94</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">万户。外商投资法颁布,外商投资负面清单进一步压减。上半年,我国与“一带一路”沿线国家进出口额占全部进出口总额的比重为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">28.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,同比提高</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">1.5</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点,共建“一带一路”正在走深走实。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  三大攻坚战持续开展,薄弱领域得到加强。一是重大风险防控有力。目前,我国银行业不良贷款率稳定在</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">左右,拨备覆盖率超过</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">175%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。今年</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">6</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">月末,全国地方政府债务余额</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">205477</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">亿元,控制在全国人大批准的限额之内。二是脱贫攻坚进程加快。对“三区三州”等深度贫困地区倾斜支持力度持续加大,贫困地区基础设施投入增加,产业、教育、就业扶贫成果逐渐显现。今年上半年,贫困人口比重较高的西藏、青海、贵州农村居民人均可支配收入同比分别名义增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">12.5%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">、</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">10.4%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">10.3%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,增速均快于全国农村居民。三是污染防治成效明显。今年上半年,万元国内生产总值能耗同比下降</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2.7%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">;全国</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">337</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个地级及以上城市空气质量平均优良天数比例为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">80.1%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,同比提高</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">0.4</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点;</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">PM2.5</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">浓度为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">40</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">微克</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">/</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">立方米,同比下降</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2.4%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><b><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  长期向好大势未变,将继续保持平稳健康发展</span></b></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  经济运行总体平稳、稳中有进的态势表明,虽然外部环境不确定性上升,但我国经济长期向好的基本面没有变也不会变,经济韧性好、潜力足、回旋空间大的特征明显,支撑经济平稳运行的积极因素增多,我们有能力、有条件、有信心应对各种风险挑战,继续保持经济平稳健康发展。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  内生动力强。我国拥有近</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">14</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">亿人口和世界最大规模的中等收入群体,消费市场规模不断扩大,消费结构持续升级,内生增长动力显著增强。今年上半年,在全国居民人均消费支出中,教育文化娱乐、医疗保健支出同比分别增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">10.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">9.5%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,占比分别比上年同期提高</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">0.3</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">0.2</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个百分点;今年“五一”期间,全国接待游客总人数按可比口径增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">13.7%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,旅游收入增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">16.1%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。可以预见,随着居民收入增加、消费环境改善、产品质量提升,我国居民消费的巨大潜力将进一步释放,消费作为经济稳定运行压舱石的作用将进一步凸显,中国经济大船行稳致远的底气也将不断增强。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  发展空间广。虽然我国经济总量已位居世界第二,但从人均水平看,我国仍是世界最大发展中国家。</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2018</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">年,我国人均国民总收入</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">9732</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">美元,远低于发达国家</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">4</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">万美元左右的平均水平;常住人口城镇化率为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">59.58%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,而发达国家普遍在</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">70%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">以上;高技术制造业、装备制造业增加值占规模以上工业增加值的比重分别为</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">13.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">32.9%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,同发达国家相比差距明显;城乡之间、地区之间发展不平衡问题依然突出。差距意味着发展潜力和发展空间。推动新型工业化、信息化、城镇化、农业现代化同步发展,将为我国经济持续健康发展提供有力支撑。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  升级潜力大。改革开放</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">40</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">多年来,我国积累了雄厚的物质技术条件,建成了较为完善的基础设施,形成了较强的产业配套能力,培养了一大批高素质人才,为推动经济高质量发展奠定了坚实基础。我国制造业生产体系完备,工业体系门类齐全,拥有联合国制造业分类目录中全部大类行业,</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">200</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">多种工业产品产量位居世界第一。我国基础设施发展迅速,截至</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2018</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">年底,高铁营业里程达到</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2.9</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">万公里,占世界的</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">60%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">以上;高速公路总里程达到</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">14.3</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">万公里,居世界第一;固定互联网光纤接入用户总数达到</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">3.7</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">亿户。我国人才资源充足,拥有</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">9</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">亿劳动力、</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">1.7</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">亿多受过高等教育和专业技能培训的高素质人才。随着创新驱动发展战略深入实施、科技投入持续增加,我国经济转型升级的新动能不断增强。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  市场活力足。随着全面深化改革持续推进、“放管服”改革不断深化,我国营商环境明显改善,创业创新蓬勃发展,一批具有较强国际竞争力的企业正在涌现。</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">2018</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">年,我国营商环境在全球</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">190</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">个经济体中位列第四十六名,比上年上升</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">32</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">名;全国新登记企业</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">670</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">万户,比上年增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">10.3%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。进入《财富》世界</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">500</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">强的中国企业数量逐年增多,已与美国大体相当。与此同时,我国进一步扩大对外开放,放开服务业领域外资准入管制,有效激发了市场主体活力。今年上半年,我国高技术服务业实际使用外资同比增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">71.1%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">,其中信息服务、研发与设计服务、科技成果转化服务分别增长</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">68.1%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">、</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">77.7%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">和</span><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">62.7%</span><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">。</span></p>
<p class="MsoNormal"><span lang="EN-US" style="FONT-SIZE: 12pt; FONT-FAMILY: &quot;Times New Roman&quot;, serif">&nbsp;</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 12pt; FONT-FAMILY: 宋体">  综合来看,尽管存在不少风险挑战,但我国经济空间大、动力强、活力足,长期向好的发展态势不会改变。当今世界面临百年未有之大变局,变局中危和机同生并存。越是面临挑战,越要保持战略定力,增强必胜信心,发挥好自身优势,集中精力做好自己的事情。我们要坚持以习近平新时代中国特色社会主义思想为指导,坚持稳中求进工作总基调,坚持以供给侧结构性改革为主线,坚持新发展理念和推动高质量发展,统筹推进稳增长、促改革、调结构、惠民生、防风险、保稳定,深化改革开放,强化创新驱动,加快产业升级,推动我国经济不断迈向高质量发展。</span></p><p></p>
页: [1]
查看完整版本: 经济形势理性看