The Central Political Bureau meeting held on April 25th believed: \Since the beginning of this year, the Party Central Committee with Comrade Xi

Service consumption expansion and upgrade

Service consumption becomes a new highlight.

Researcher at the Institute of Fiscal Science, Chinese Academy of Social Sciences, Xia Jiechang

Consumption is the foundation of economic development. This year, under the strong leadership of the Party

Service consumption mainly refers to the expenditure of consumers to obtain non-material services, including medical care, education and training, tourism and leisure, financial services, cultural entertainment, etc. It covers a wide range of fields, and is not only an important support for the improvement and enhancement of people's welfare but also an important direction for the optimization and upgrading of the consumption structure. Since the beginning of this year, the Party and the state have made joint efforts from both the supply and demand sides, and introduced a series of policies and measures to promote service consumption. For example, the General Office of the CPC Central Committee and the General Office of the State Council issued the \Special Action Plan to Boost Consumption,\ which made arrangements for the \Quality and Benefit-Enhancing Action for Service Consumption\; the Ministry of Commerce and other 9 departments jointly issued the \Quality and Benefit-Enhancing Action for Service Consumption Work Plan for 2025,\ proposing 6 aspects and 48 specific tasks and measures; the \2025 National Consumption Promotion Month and Jing-Jin-Ji Consumption Season\ was launched, promoting the deep integration of commerce, tourism, culture, sports, and health with high-quality supply and diverse scenarios; and so on. Under the strong promotion of these policies and measures, the relevant business entities have expanded service supply and improved service quality, laying a solid foundation for the growth of service consumption, and the personalized and high-quality service consumption needs of residents have been better met.

今年一季度，全国居民人均服务性消费支出同比增长5.4%，占全部居民人均消费支出的比重达到43.4%，比去年同期提高0.1个百分点；服务零售额同比增长5.0%，增速比商品零售额快0.4个百分点。其中，文娱、旅游等服务消费备受青睐，居民出行和休闲消费需求持续增长。比如，以《哪吒之魔童闹海》为代表的国产电影创造票房纪录，一季度全国电影票房244亿元，同比增长约48%。文娱、旅游消费具有很强的带动效应，能够推动交通、餐饮、住宿和购物等一系列关联消费。一季度，居民人均教育文化娱乐支出增长13.9%，交通通信支出同比增长10.4%，分别快于居民人均消费支出名义增速8.7和5.2个百分点，成为Service consumption expansion and upgrade的新引擎。

在Service consumption expansion and upgrade的过程中，数字技术发挥了重要支撑作用。一方面，数字技术对海量信息的分析处理、深度加工和具体运用，为扩大服务消费规模、优化服务消费结构、提升服务消费品质提供了动力，推动传统服务消费升级，释放服务消费的巨大潜能。比如，在医疗健康服务领域，人工智能诊疗工具、医疗云平台和可穿戴智能设备等新技术的推广应用，极大提高了医疗服务效率与质量。另一方面，数字技术有力支持了新型服务消费快速发展。比如，人工智能、虚拟现实等技术与直播电商有机融合，推动虚拟试衣间等新型消费发展。3D建模、实时渲染等技术，帮助消费者实现体型数据精准匹配和虚拟人物在线试穿，有效增强了人们的消费体验。

未来，强化数字基础设施建设，推动数字技术在服务消费领域加快应用，推动传统消费业态数字化转型，打造线上线下融合的消费新场景等，能为Service consumption expansion and upgrade提供更大支撑。同时，要把党的二十届三中全会《决定》关于“推进服务业标准化建设”的重要部署落到实处，围绕服务过程、服务环境、服务质量等方面出台相应标准，确保服务消费规范有序发展。

The emerging industries are flourishing.

New productive forces are being cultivated at an accelerated pace.

Researcher at the Chinese Academy of Science and Technology for Development Strategy, Fu Jinhua

当前，新一轮科技革命和产业变革深入发展，以人工智能、生物制造等为代表的新兴产业成为我国培育发展新动能、打造发展新优势的关键领域。我国以前瞻性战略眼光锚定新兴产业发展方向，出台一系列政策措施，推动The emerging industries are flourishing.。

今年以来，我国牢牢把握高质量发展首要任务和因地制宜发展新质生产力的重要要求，坚持稳中求进、以进促稳，新兴产业保持良好发展态势。今年一季度，全国高技术产业固定资产投资增长高于全部投资，高技术服务业固定资产投资同比增长11.6%；截至目前，已建成3万余家基础级智能工厂、1200余家先进级智能工厂、230余家卓越级智能工厂，共覆盖超过80%的制造业行业大类。这些数据表明，新兴产业作为我国经济增长新动能的作用日益凸显，New productive forces are being cultivated at an accelerated pace.。

The digital industry has reached a new level. The digital industry is the main field of the new quality of production force layout, and last year, the added value of China's core digital economy accounted for about 10% of the Gross Domestic Product. Since the beginning of this year, digital technology has developed rapidly, with the business income of the digital industry growing by 8.2% year-on-year in the first two months; the capacity of network infrastructure continues to strengthen, with a total of 4.395 million 5G base stations built and launched by the end of March, the 5G user penetration rate reaching 75.9%, and the number of gigabit broadband users reaching 218 million. At the same time, China is vigorously promoting the deep integration of the digital economy and the real economy, creating digital industry clusters with international competitiveness. As the key base for the deep integration of the real economy and the digital economy, China's industrial internet integration applications have achieved full coverage of 41 major industrial categories, providing important support for promoting new industrialization and building a modern industrial system.

\Artificial Intelligence +\ accelerates breakthroughs. Artificial intelligence is an important driving force in the new round of technological revolution and industrial transformation. This year, the deployment of our country's independent artificial intelligence large models in key industrial fields has accelerated, and innovative products such as \Artificial Intelligence +\ have accelerated breakthroughs. At present, the foundation of our country's artificial intelligence industry continues to be consolidated, forming a complete industrial system covering the basic layer, framework layer, model layer, and application layer, with computing power ranking among the top in the world; product equipment accelerates iteration, domestic manufacturers have developed more than a hundred artificial intelligence products, and are accelerating the landing in manufacturing scenarios; application empowerment is solidly promoted, large models are accelerating landing in industries such as electronics, raw materials, and consumer goods, and are applied in R&D design, middle trial verification, production manufacturing, and operation management; the industrial ecosystem continues to optimize, promoting the construction of 11 national artificial intelligence innovation application pilot zones, and central and local co-construction of embodied intelligent robots, humanoid robots, and other manufacturing innovation centers, promoting industrial agglomeration.

In addition, our country's iconic products such as drones, X-ray fluorescence spectrometers, and cell and gene therapy drugs have achieved a series of breakthroughs, injecting strong momentum into the development of emerging industries.

我国The emerging industries are flourishing.，一个重要原因在于坚持以科技创新引领产业创新。科技创新能力持续提升为产业发展提供了核心动力，产业创新为科技创新提供了广阔应用场景和市场空间。同时需要看到，我国新兴产业在经济总量中的比重还不够高。比如，目前我国战略性新兴产业占国内生产总值比重只有约13%。4月25日召开的中共中央政治局会议明确提出：“培育壮大新质生产力，打造一批新兴支柱产业。”为此，要加快推动创新链和产业链无缝对接。强化关键核心技术攻关，加强关键共性技术供给，推动跨领域技术交叉融合创新。同时，充分发挥创新联合体和产业链链长带动作用，加快颠覆性技术突破并实现工程化、产业化，加快打造新兴产业集群，构筑高质量发展新优势。

Green development momentum is surging.

The new engine for sustained economic growth has strong momentum.

Director of the Institute of Ecology and Sustainable Development, Shanghai Academy of Social Sciences, Zhou Fengqi

Promoting green and low-carbon development is the trend of the times and the general trend. This year, under the strong leadership of the Party

The green and low-carbon industry is showing strong momentum. Unswervingly following the path of ecological priority and green development, and accelerating the development of green and low-carbon industries, will create a new engine for the economy's sustained growth. This year, China's green and low-carbon industries have continued their growth trend. In the first quarter, the cumulative production and sales of new energy vehicles reached 3.182 million and 3.075 million, respectively, with the sales of new energy vehicles accounting for more than 40% of the total sales of new vehicles; the production and cumulative installation of power batteries reached 247GWh and 130.2GWh, respectively, with year-on-year growth of 54.7% and 52.8%; the cumulative production of photovoltaic cells was 17,266.9 million kilowatts, a year-on-year increase of 18.5%. These figures vividly demonstrate the results of China's green and low-carbon industries' continuous focus on breakthroughs in core technologies and also show the driving effect of green and low-carbon industries on China's economy.

The acceleration of green and low-carbon transformation in industries. Promoting high-quality development, green and low-carbon transformation is not an \optional question,\ but a \mandatory question\ for industrial development and transformation and upgrading. In the first quarter of this year, China's Gross Domestic Product (GDP) grew by 5.4%. According to statistics from the Global Real-time Carbon Data website, China's carbon dioxide emissions continued to decline in the first two months before 2025. Achieving rapid economic growth while reducing carbon emissions is not possible without the continuous optimization of the energy structure. In the first quarter of this year, the proportion of non-fossil energy consumption in China's total energy consumption increased by 1.5 percentage points compared to the same period last year, and renewable energy continued to maintain the main position in new installations, with the combined installed capacity of wind and photovoltaic power generation historically surpassing that of thermal power generation. At the same time, the green transformation of industry is accelerating. With the solid advancement of energy-saving and carbon reduction transformations in key industries and the promotion and application of advanced green and low-carbon technology and equipment, the proportion of sales revenue of high-energy-consuming manufacturing industry in the manufacturing industry in the first quarter decreased by 1.4 percentage points year-on-year, and the energy consumption per unit of added value in key industries above designated size continued to decline. In this process, the innovation of green financial instruments continues to intensify, with the scale of green bond issuance in the first quarter increasing by 53.4% year-on-year, injecting \financial vitality\ into the green transformation of the real economy.

Green and low-carbon products and technologies are going global. At present, our country has built the world's largest and most complete new energy industry chain, and green and low-carbon products and technologies are crossing borders and accelerating towards various parts of the world. In the first quarter of this year, our country's foreign trade moved forward under pressure, with green and low-carbon product exports performing prominently. The export of new energy vehicles was 441,000 units, a year-on-year increase of 43.9%; the export of wind turbine groups increased by 43.2% year-on-year. Our country's new energy products, with their technological advantages and complete industry chain, continue to contribute to the global green transition.

Currently, the global energy transition is accelerating, and the green and low-carbon industry has broad development prospects. The \Opinions on Accelerating the Comprehensive Green Transformation of Economic and Social Development\ issued by the Central Committee of the Communist Party of China and the State Council propose that the scale of the energy-saving and environmental protection industry will reach about 15 trillion yuan by 2030. It can be anticipated that when technological breakthroughs, policy support, and global demand resonate, China's green and low-carbon industry will unleash greater momentum, contributing significantly not only to China but also to the sustainable development of the global community.

Foreign trade development is more resilient.

Enterprises \going global\ achieve new results.

Deputy Dean of the Academy of International Trade and Economic Cooperation, Ministry of Commerce, Cui Weijie

Foreign trade is an important engine for driving economic growth. Our country has always adhered to the basic national policy of opening up to the outside world, and has made solid progress in high-level opening up, promoting the innovative development of foreign trade. We not only make good use of the global market and resources for our own development but also promote the common development of the world. Since the beginning of this year, our country's economy has started well, and foreign trade development has shown strong resilience. In the first quarter, the import and export value of our country's goods trade was 10.3 trillion yuan, a year-on-year increase of 1.3%, and it has exceeded 10 trillion yuan for eight consecutive quarters. Among them, the export value of goods trade reached 6.13 trillion yuan, a year-on-year increase of 6.9%. Against the backdrop of weak global economic growth momentum, complex and changing international environment, increasing international trade restrictions, and especially the United States imposing high tariffs, it is not easy for our country's foreign trade development to achieve such results. This fully reflects the important position of our country's manufacturing industry in the global industrial chain and supply chain, highlights the strong competitiveness of Chinese products, and also benefits from our country's continuous efforts to expand the international market and expand the \circle of friends\.

In recent years, our country has actively promoted high-quality joint construction of the \Belt and Road\ initiative, strengthening exchanges and cooperation with participating countries in the fields of infrastructure construction, trade and investment, and people-to-people exchanges, expanding the space for development. In this process, many enterprises have seized opportunities to actively \go global\ with high-quality products and services, expanding their \circle of friends\. For example, in the Southeast Asia region, our country's electronic products, textiles and garments, and mechanical equipment are very popular, not only meeting local market demands but also helping local industries to upgrade and develop; in the Central Asia region, our country's energy equipment, building materials, and other products have been deeply integrated into major infrastructure projects as local transportation and energy infrastructure construction progresses, injecting momentum into the modernization of regional infrastructure; in Africa, our country's agricultural machinery, electronic products, new energy equipment, and other products are very popular, helping to significantly improve the quality and efficiency of local agricultural operations. Currently, our country has become a trade partner with more than 150 countries and regions around the world. In the first quarter of this year, the scale of our country's imports and exports with \Belt and Road\ participating countries reached a historical high for the same period, increasing by 2.2%; after exceeding 50% for the first time last year, the proportion of total imports and exports continued to rise in the first quarter of this year, reaching 51.1%.

The diversified development of foreign trade not only promotes mutual benefits and win-win outcomes between our country and its trade partners, but also reduces our country's excessive dependence on a few traditional markets, thereby reducing the risks brought about by fluctuations in a single market, providing strong support for the stable development of foreign trade. For example, the proportion of our country's export volume to the United States in the total export volume was 19.2% in 2018, and it has dropped to 14.7% last year; in the field of agricultural products, the proportion of our country's import of soybeans from the United States in the total import volume of soybeans has decreased from about 34% in 2017 to about 21% in 2024; in the energy sector, according to data from the American Petroleum Institute, over the past year, our country has dropped from the second-largest buyer of crude oil from the United States to the sixth. This shift not only reflects the adjustment and optimization of our country's foreign trade structure but also indicates that our country's economy's ability to adapt and respond to external pressures is continuously strengthening. In recent years, the United States has continuously escalated trade protectionist measures, bringing many uncertainties and challenges to Sino-American trade. Our country has actively responded, on the one hand, by improving product quality, technological content, and added value to enhance the competitiveness of export products in the American market; on the other hand, by vigorously developing other international markets and promoting the diversified development of foreign trade. Our country is more autonomous and stable in the international trade pattern and also more resilient in development.

Looking ahead, the global economy and international trade development face many uncertainties, including the intensification of trade protectionism, the continuous evolution of geopolitical conflicts, and the slowdown of global economic growth, among other risks and challenges. The external environment is becoming more severe and complex. Our country will continue to consolidate traditional foreign trade markets, deepen cooperation with countries involved in the joint construction of the \Belt and Road\ initiative and a vast number of emerging market countries, and will continue to demonstrate strong resilience and vitality under complex circumstances. While achieving its own high-quality development, it will make a greater contribution to global trade stability and economic growth.

Digital and intelligent transformation in the manufacturing industry

The development of the manufacturing industry demonstrates strong resilience.

Deputy Director of the Research Center for Xi

Manufacturing is the foundation of our nation and the basis for becoming a powerful country. It is also the mainstay of the real economy and the core content of the modern industrial system. In the first quarter of this year, thanks to a series of precise policy guidance from the Party and the state, as well as the genuine efforts made across the country, the development of China's manufacturing industry has been good, showing strong resilience and delivering a hard-earned report card.

From the data, the value added of the manufacturing industry in the first quarter increased by 6.8% year-on-year, with the growth rate increasing by 0.6 percentage points compared to the fourth quarter of last year, accounting for 25.8% of the Gross Domestic Product (GDP). Specifically, in terms of structure, the value added of large-scale equipment manufacturing and large-scale high-tech manufacturing increased by 10.9% and 9.7% respectively, becoming an important engine for promoting the upgrading of the manufacturing industry. In terms of products, the output of new energy vehicles, 3D printing equipment, and industrial robots grew rapidly, increasing by 45.4%, 44.9%, and 26.0% year-on-year, respectively, while the output of green products such as solar cells and wind turbine generators both exceeded double-digit growth rates. In terms of enterprises, private investment in the industry maintained double-digit growth, with the value added of large-scale private enterprises in the industry increasing by 7.3% year-on-year. For some time, economic downward pressure has brought significant challenges to the production and operation of enterprises. Against this backdrop, the development data of private enterprises mentioned above can better reflect the effectiveness of China's economic policies and the strong resilience of economic development.

从发展质量看，Digital and intelligent transformation in the manufacturing industry成效显著。随着大规模设备更新政策效应显现，5G、人工智能等新技术应用加速落地，传统制造业转型升级加速，“灯塔工厂”“未来工厂”等新模式新业态不断涌现。Digital and intelligent transformation in the manufacturing industry成效体现在以下方面。

High-end manufacturing is climbing to the high end of the global value chain. Across the country, support for technological innovation has been increased, and a batch of advanced technologies have been introduced and applied, driving the high-tech manufacturing industry to lead growth. For example, the low-temperature steel for liquefied petroleum gas (LPG) transportation ships developed by Ansteel Group in Liaoning has achieved a global first launch, breaking the foreign monopoly. In the first quarter of this year, the added value of the large-scale electronic information manufacturing industry increased by 11.5% year-on-year, 5 percentage points higher than the industrial added value growth rate during the same period; the added value growth of industries such as fiber optic manufacturing and aerospace-related equipment manufacturing exceeded 20%, and the sales revenue of electronic industry-specific equipment manufacturing increased by 16.4%. These industries directly serve key links such as chip manufacturing, helping to promote breakthroughs in \neck-strangling\ technologies.

数实融合推动智能制造走深走实。数字经济与实体经济的融合持续深化，赋能千行百业、走进千家万户。一季度，数字产品制造业销售收入同比增长12%，制造业企业采购数字技术金额同比增长8.7%，反映Digital and intelligent transformation in the manufacturing industry快速推进；智能设备呈爆发式增长态势，智能无人飞行器、智能车载设备等细分领域增速较高。同时，数字技术赋能传统制造业改造升级。一些工厂应用5G、大数据等优化生产流程，极大提升生产效率，显著降低运营成本。今年一季度，制造业技改投资同比增长7.2%。值得指出的是，人工智能与制造业融合发展加速，成效突出，推动智能制造不断走深走实。

In addition, with the continuous promotion of energy-saving and environmental protection technologies, the proportion of sales revenue of high-energy-consuming manufacturing industry in the manufacturing industry has decreased to 29.2%, a year-on-year decrease of 1.4 percentage points, reflecting significant achievements in carbon reduction and emission reduction. Some factories have significantly improved the level of resource reuse and environmental protection through technological and production process innovation.

这一系列亮眼成绩，是我国宏观政策精准发力的现实映照，也是制造业产业链供应链优势的有效发挥和各类经营主体奋发有为的重要成果。当前，全球经济不确定性加大、外部环境严峻复杂。加快培育新质生产力，进一步推动Digital and intelligent transformation in the manufacturing industry，能够为我国实体经济健康发展注入强劲动能。

Rural wealth-boosting industries improve quality and efficiency.

The development of rural wealth-creating industries is going well.

Professor Wang Lin from China Agricultural University

去年底，习近平总书记对做好“三农”工作作出重要指示，指出“要积极发展乡村富民产业，提高农业综合效益，壮大县域经济”。这为拓宽农民增收渠道、提高农民收入指明了方向。今年一季度，我国农业经济克服内外部压力挑战，实现稳健开局，农业（种植业）增加值同比增长4.0%，冬小麦播种面积稳中略增，长势总体较好，春耕春播平稳有序推进，为推动国民经济实现良好开局提供了有力支撑。农业是稳民生的战略产业。只有做强乡村产业，农民收入才能保持增长，广大农民才有充足的获得感、幸福感、安全感。Rural wealth-boosting industries improve quality and efficiency.，将成为2025年我国农业经济发展的一大亮点。

Compared to traditional agricultural industries, rural wealth-creating industries have distinct comparative advantages and large employment capacity, making them an important tool for promoting new urbanization and comprehensive rural revitalization in a coordinated manner. Developing rural wealth-creating industries involves combining the \wealth-creating\ orientation with the \industry\ carrier, by promoting the development of industrial clusters, optimizing spatial layout, and integrating urban and rural factors, to develop characteristic industries and broaden channels for farmers to increase their income. The Central No. 1 Document for 2025 proposed \focusing on strengthening county-level wealth-creating industries\ and made arrangements; this year's \Government Work Report\ proposed \promoting the integrated development of industry promotion, county strengthening, and wealth creation according to local conditions,\ which will provide strong policy support for the accelerated development of rural wealth-creating industries.

A notable characteristic of rural prosperity industries is the creation of county-based special industry clusters to increase the added value of agriculture. Rural prosperity industries are not a \one-man show\ of a single industry, but rather industry clusters that integrate urban and rural characteristics, placing greater emphasis on industry interaction between urban and rural areas, and enhancing the comprehensive competitiveness and sustainable development capabilities of industries. For example, the agricultural product processing industry can closely connect farmers, agricultural product processing enterprises, upstream and downstream service enterprises, and research institutions, thereby improving the level of agricultural industrialization through specialized division of labor and collaboration. In the first quarter of this year, the added value of the national-scale above agricultural and sideline food processing industry grew by 7.2% year-on-year, showing a good development trend. Building industry clusters dominated by special agricultural product processing within counties is conducive to increasing the added value of agriculture and increasing farmers' income.

In the process of developing rural wealth-generating industries, planning and fostering new rural industries and business forms can accelerate the integrated development of the primary, secondary, and tertiary industries in rural areas, expand the development space for rural industries, and thereby broaden the channels for farmers to increase employment and income. For example, some villages seize the opportunities of digital economic development, establish drone pilot teams, and improve the agricultural production service system, which not only provides service guarantees for the development of rural wealth-generating industries but also expands new forms of socialized agricultural production services; some villages create new forms that integrate ecological breeding, sightseeing tourism, science education, parent-child entertainment, specialty catering, and cultural creativity, extending the agricultural industry chain. In the first quarter of this year, new industries and business forms in China's rural areas have been booming, consumer vitality has been continuously enhanced, the online retail sales of agricultural products have maintained rapid growth, and the retail sales of rural consumer goods have increased by 4.9% year-on-year. Going to the countryside to taste delicious food, stay in homestays, and enjoy the scenery has become a popular choice for urban residents' vacations, and new economic growth points are contained in industries such as rural culture, tourism, health care, sports, and storage.

Developing rural industries that enrich the people can promote the full chain upgrading, full element optimization, and full link value-added of rural industries, playing an important role in stabilizing employment and promoting the increase of farmers' income. In the first quarter of this year, driven by industry and employment, the per capita disposable income of rural residents was 7003 yuan, with an actual increase of 6.5% after deducting price factors, and the ratio of per capita disposable income between urban and rural residents decreased from 2.30 in the same period of the previous year to 2.27. Looking forward, to further implement the Party Central Committee's decision-making and deployment on actively developing rural industries that enrich the people, it is necessary to perfect the mechanism of linking farmers and leading farmers, promote local employment for farmers, and let farmers share more of the benefits brought by industry value-added through guaranteed dividends, shareholding participation, and service-driven methods, to promote the increase of agricultural benefits, rural vitality, and farmers' income.