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兴城市委常委会召开第一百五十六次会议_我的网站
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China's high-tech exports surged over 50 percent year on year in July, well ahead of the 17.8-percent growth in total exports, customs data showed. The export gains are being mirrored in investment flows, with foreign funds moving into Chinese technology stocks and global indices adding newly listed hard-tech companies.
Rob Subbaraman, head of global macro research and co-head of global markets research at Nomura, said China's low-cost and abundant electricity supply, growing talent pool and early lead in physical AI are driving the rapid development of its AI industry chain.
China's development of open-weight models could accelerate their adoption by businesses, allowing productivity gains from AI as a general-purpose technology to spread more quickly across the economy, he said, citing models from Chinese firms including DeepSeek and Moonshot AI.
"The lower cost of these models was another advantage," he said, adding that the benefits could extend beyond China, particularly to emerging markets that could adopt cheaper Chinese AI models.
China's strength in advanced manufacturing has also become increasingly evident, said Robin Xing, chief China economist at Morgan Stanley, pointing to China's roughly half share of global installed new energy storage capacity and the rapid growth in outbound licensing deals for innovative drugs. These trends, he said, underpin the long-term investment case for China's hard-tech sector and leading manufacturers.
These strengths are increasingly being reflected in foreign investors' allocation decisions. This year, Goldman Sachs has twice raised its 12-month target for the CSI 300 on improving earnings momentum, and retained an overweight view on Chinese equities.
Kinger Lau, chief China equity strategist for Goldman Sachs Research, said the bank's positive view reflected improving earnings momentum, favorable macroeconomic and liquidity conditions. A-share equities offered international investors diversification benefits that remained underappreciated, along with attractive exposure to hard-tech and AI themes, he added.
Individual companies are drawing overseas interest too.
ChangXin Memory Technologies surged 465.82 percent on its debut on Shanghai's STAR Market last month, reaching a market capitalization of more than 3.2 trillion yuan (about 471.28 billion U.S. dollars).
U.S.-based Tema ETFs made the chipmaker a top holding at a 10.56 percent weight on its debut day, while MSCI officially added it to its China All Shares Index on Monday under a fast-track rule for large IPOs.
Robotics is where the enthusiasm is most visible. Unitree, set to become China's first mainland-listed humanoid robot maker, priced its Shanghai IPO at 150.8 yuan a share, representing 10 percent of its post-offering share capital. The offering is expected to raise about 6.1 billion yuan in gross proceeds.
That optimism, however, exists alongside broader economic pressures. Nathan Chow, senior economist at DBS Bank, said the imbalance between relatively strong supply and weak demand remained pronounced, with household consumption and some companies' profitability still under pressure.
Investment in infrastructure could help offset the weakness in private investment in the near term, while lowering logistics and energy costs and improving the efficiency of resource allocation over the longer term, Chow said. It could also strengthen supply chains and reduce the economy's exposure to external shocks and geopolitical risks, he added.
The implementation of policy measures would be key to sustaining the recovery in the second half of this year, analysts noted.
Economic management requires both easing the brakes and stepping on the accelerator, said Song Yu, chief China economist at UBS Securities, adding that faster fiscal spending and the use of bond proceeds, additional policy support and better coordination between fiscal and financial policies are needed, alongside measures to remove barriers to household consumption and improve the business environment.
"With stronger policy support and measures taking effect, China's economy is expected to maintain a steady recovery in the second half of the year," Chow said.
。 本报讯 特约记者张旭报道 7月19日，兴城市委书记陈玮主持召开中共兴城八届市委常委会第一百五十六次会议。 会议听取了兴城市群众身边不正之风和腐败问题集中整治工作汇报、兴城市纪委监委2024年上半年履行监督责任情况汇报；听取了兴城市上半年主要经济指标完成情况及下一步工作安排、2024年上半年全市维护社会稳定工作情况汇报。 会议审议并原则通过了《兴城市国民经济和社会发展第十四个五年规划纲要实施情况中期评估报告》；研究了“八一”走访慰问驻军部队和优抚对象有关事宜；书面汇报了兴城市委常委2024年上半年履行全面从严治党主体责任情况。 会议指出，上半年兴城市各项经济指标整体向好，主要经济指标增速均排在市前列。下一步，要围绕主导产业、三产融合、创新引领等全力以赴抓产业、强龙头、补链条、兴业态、树品牌，纵深推进文旅康养、泳装服饰、清洁能源、特色农产品深加工和战略性新兴五大产业集群发展；要全力以赴抓项目，做到洽谈项目抓签约、签约项目抓开工、开工项目抓进度、竣工项目抓达产，尽快形成更多实物工作量；要全力以赴抓招商，着力在深耕、细作、挖潜上下功夫，努力扩大央地合作战果，围绕重点产业链，开展精准招商、产业链招商，做好产业协同发展这篇大文章；要全力以赴抓园区，持续做大做强主导产业，引导园区产业向特色化、集聚化、规模化、品牌化发展；要全力以赴抓市场主体，服务帮助企业解决困难和问题，切实提升企业发展信心，推动形成大企业顶天立地、“专精特新”企业铺天盖地、中小微企业枝繁叶茂的企业矩阵。 会议强调，全面从严治党永远在路上。面临新形势、新任务，要坚持以政治建设立根铸魂，进一步强化政治引领、增强政治定力、落实政治责任，推动管党治党更加坚定自觉；要坚持以监督执纪纠偏除弊，进一步强化政治监督、深化巡察监督、优化监督体系，推动事业发展更加朝气蓬勃；要坚持以大抓基层固本培元，进一步夯实基层战斗堡垒、树牢正确用人导向、激励干部担当作为，推动组织体系更加坚强有力；要坚持以反腐惩贪强身健体，推动政治生态更加风清气正。
B | 会议还研究了其他事项。
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