2026-04-17 10:34:19
财经老王丨透过数据 看一季度经济“成绩单”里的新变化
\u003cdiv class=\"rich_media_content\"\u003e\u003cp data-source=\"cke\"\u003e今年一季度经济数据已公布,这份“成绩单”到底怎么样?财经老王也就是总台央视记者王雷,带你透过数据,看懂里面藏着的新变化。\u003c/p\u003e\n\u003c!--VIDEO_0--\u003e\u003cspan style=\"text-align: center;font-size: 13px;color: rgb(136, 136, 136); line-height: 14px;margin-bottom: 22px;margin-top: 8px; display: block;\"\u003e\u003c/span\u003e\n\u003cp data-source=\"cke\"\u003e从经济总量看,一季度国内生产总值334193亿元,同比增长5%,比上年四季度加快0.5个百分点。怎么理解这5%的增速?达到今年全年“4.5%~5%”发展预期目标区间高线,在全球主要经济体中位居前列。这可是“十五五”开局之年的第一份答卷,含金量特别足——这说明咱们更加积极有为的宏观政策正在显效。不管是盘活存量资产,还是财政、金融政策协同发力,市场活力正进一步激活。\u003c!--MID_AD_0--\u003e\u003c!--EOP_0--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_0--\u003e\n\u003cp\u003e\u003c!--IMG_0--\u003e\u003c/p\u003e\n\u003cp data-source=\"cke\"\u003e具体好在哪呢?外部环境依然复杂多变、变乱交织,但咱们内部已经出现积极信号,3月份,我国\u003c!--VERTICAL_CARD_BEGIN_0--\u003e制造业PMI\u003c!--VERTICAL_CARD_END_0--\u003e重回扩张区间,工业生产、市场预期都在回暖。\u003c/p\u003e\n\u003cp\u003e\u003c!--IMG_1--\u003e\u003c/p\u003e\n\u003cp data-source=\"cke\"\u003e首先我们来说消费,今年一季度市场销售有所加快,增速比上年四季度加快0.7个百分点。老王和同事们在各地调查发现,消费升级带来了不少新机遇。自驾、研学、亲子、银发旅游,细分市场全起来了。就拿江西来说,望仙谷搞灯光秀、夜间客流占75%,民宿爆满。葛仙村千人放孔明灯,一条视频5亿浏览量。这说明老百姓早就不满足“到此一游、拍张照就走”。大家愿意为情绪价值买单,为体验感掏钱,为心动出发,这正是消费市场的新貌。\u003c!--MID_AD_1--\u003e\u003c!--EOP_1--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_1--\u003e\n\u003cp\u003e\u003c!--IMG_2--\u003e\u003c/p\u003e\n\u003cp data-source=\"cke\"\u003e再看外贸,一季度进出口总值首破11万亿,创五年新高,外贸基础稳、活力足、动能强。比起数据创新高,老王更关注结构。一季度,\u003c!--SECURE_LINK_BEGIN_0--\u003e变压器\u003c!--SECURE_LINK_END_0--\u003e、机器人这些高附加值机电产品占了出口六成以上,出口结构向新向优。在江苏常州,以前企业是出海抢订单,如今海外客商纷纷来抢产能。当全球AI数据中心建设热潮推升电力设备需求、导致海外供应商交付周期长达24个月时,中国凭借强大的设计能力与完备的供应链,4个月就能搞定,还能定制化。为啥这么快?从铁芯、线圈到绝缘件,全产业链都在家门口。中国凭借完备的产业配套体系,持续为各国产业发展提供优质优价、稳定可靠的供给。\u003c!--MID_AD_2--\u003e\u003c!--EOP_2--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_2--\u003e\n\u003cp\u003e\u003c!--IMG_3--\u003e\u003c/p\u003e\n\u003cp data-source=\"cke\"\u003e外资的流向同样藏着大变化。前两个月全国新设外企8600多家,高技术产业外资增长20.4%。一个趋势越来越清晰:越来越多的外资现在不是“在中国生产”是“在中国创造”。在安徽,\u003c!--SECURE_LINK_BEGIN_1--\u003e大众汽车\u003c!--SECURE_LINK_END_1--\u003e设立德国以外最大研发中心,本土研发周期大幅缩短。为啥?贴近市场、贴近供应链,创新更快、成本更低。这说明中国市场正在从“世界工厂”升级成“全球创新策源地”,这是外资对中国长期看好信心的体现。\u003c!--MID_AD_3--\u003e\u003c!--EOP_3--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_3--\u003e\n\u003cp\u003e\u003c!--IMG_4--\u003e\u003c/p\u003e\n\u003cp data-source=\"cke\"\u003e一季度,中国经济增长实现良好开局。当然,老王也不回避问题,国际地缘政治仍有不确定性,外贸压力依然存在;国内部分行业竞争激烈,消费端高品质供给还跟不上需求。但老王坚信,中国经济长期向好的基本面没变;转型升级的大趋势,没有变;超大规模市场的优势,没有变。接下来,中国经济这盘棋,只会越走越活。\u003c!--MID_AD_4--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\n\n\n\n\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content 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