Since the beginning of this year, the effects of various policies and measures to deal with the international financial crisis have continued to show, and industrial production has continued its operation since the second half of last year and continued to maintain rapid growth. In the same period last year, the base was low, the benefits improved obviously, exports improved, and the employment situation improved, but the foundation for recovery needs to be further consolidated.
In the first quarter, the industrial added value was 3,526.3 billion yuan, a year-on-year increase of14.5%; Among them, the added value of industrial enterprises above designated size increased by 19.6%, which was10.6 percentage points higher than that of the fourth quarter of last year and 14.5 percentage points higher than that of the same period last year.
The growth of heavy industry was accelerated, and the light industry was running smoothly. In the first quarter, the added value of light and heavy industries (above designated size, the same below) increased by 14. 1% and 22. 1% respectively, and the growth rate was accelerated by 7.3 and 17.6 percentage points respectively. In March, it rose by 13.4% and 20% respectively.
The central and western regions have developed rapidly. In the first quarter, the added value of industrial enterprises above designated size in the eastern, central and western regions increased by 18.3%, 23.65, 438+0% and 20.2% respectively year-on-year, of which 16.9%, 22.2% and 17.2% respectively in March. In terms of provinces and cities, in the first quarter, the growth rate of industrial enterprises above designated size in 23 provinces exceeded 20%, of which Shanxi, Ningxia, Tianjin, Sichuan and Hubei increased by 39.8%, 37.2%, 30.5%, 30.4% and 30.3% respectively. The industrial provinces of Shandong, Jiangsu, Guangdong, Henan and Liaoning increased by 2 1.9%, 2 1.2%, 16.5%, 27.9% and 22. 1% respectively.
The export of industrial products shows a trend of recovery and recovery. In the first quarter, export delivery value, an industrial enterprise above designated size, increased by 25.2% year-on-year from the low base last year (down 16% in the same period last year), up by 4.6% over the same period in 2008; Among them, March increased by 25.7%, 3.3 percentage points faster than the previous two months. According to customs statistics, China's foreign trade export in the first quarter was USD 3 162 billion, up 28.7% year-on-year (down 19.7% in the same period last year), with an increase of 24.3% in March.
The growth rate of industrial investment declined. In the first quarter, industrial investment 1225 1 billion yuan, up 22.7% year-on-year (up 23.9% in March), and the growth rate dropped by 3.5 percentage points year-on-year; Among them, the investment in manufacturing industry was 956.5 billion yuan, up by 25.8%.
The ex-factory price of industrial products and the purchase price of raw materials, fuel and power have risen rapidly, and the pressure of cost promotion has increased. Since February 65438 last year, the ex-factory price of industrial products and the purchase price of raw materials, fuel and power have continuously changed from negative to positive. In the first quarter, the ex-factory price of industrial products rose by 5.2% year-on-year (down by 4.6% in the same period last year), and rose by 5.9% in March, up by 0.5% from the previous month. Among them, the means of production and means of subsistence increased by 6.5% and 0.9% respectively. The purchase prices of raw materials, fuel and power increased by 9.9% year-on-year (165438+increased by 0.5% year-on-year and 0.5% quarter-on-quarter), among which the prices of fuel and power increased by 23.5%.
The connection between production and marketing is in good condition. The national sales rate of industrial products was 97.5%, up 0.5 percentage points year-on-year. Among them, the production and sales rates of light industry and heavy industry are 97.2% and 97.6% respectively.
The operating conditions of industrial enterprises have improved significantly. From June 5438 to February, the profits of industrial enterprises above designated size reached 486.7 billion yuan, of which the profits of small and medium-sized enterprises reached 298 1 billion yuan, up by 1 19.7% and 90.3% respectively. Taxes paid were 427.8 billion yuan, an increase of 32.8%; The loss of loss-making enterprises decreased by 42.8% year-on-year; Loss 19.6%, a year-on-year decrease of 5.7 percentage points.
The employment situation of enterprises has obviously improved. The average number of employees in industrial enterprises above designated size was 82.32 million, an increase of 3.99 million, an increase of 5. 1% (only an increase of 0.4% year-on-year); Among them, there were 63.74 million employees in small and medium-sized enterprises, an increase of 3.43 million or 5.7%.
20 10 one of the industrial operations in the first quarter: raw material industry.
In the first quarter, the added value of raw materials industry increased by 19.3% year-on-year, accelerating by 14.3 percentage points year-on-year; March increase 17.4%.
Metallurgy: The added value of metallurgical industry increased by 20.7% in the first quarter, accelerating by 18.7 percentage points year-on-year; March increase 19.4%. Crude steel output 1580 10000 tons, up by 24.5% year-on-year, and the average daily output increased by 12.8% compared with last year. The average daily output in March was 6.5438+0.77 million tons, an increase of 654.38+0.7% over that in February. Steel output185.75 million tons, up 28.6% year-on-year. 1-In February, the metallurgical industry realized a profit of 29.8 billion yuan, a year-on-year increase of 5.96 times (down 90.1%in the same period last year); The loss of loss-making enterprises was 5.57 billion yuan, a year-on-year decrease of11billion yuan.
The import and export volume of steel products has increased substantially. In the first quarter, steel imports were 4 1 1 10,000 tons, up 27.3% year-on-year; Steel exports were 8765438+100000 tons, an increase of 69.5%; The import and export of billet is equivalent to 4.74 million tons of crude steel, an increase of 4.2 times. Iron ore imports continued to grow, and the price of mineral powder hit record highs. In the first quarter, iron ore imports reached155.03 million tons, up18% year-on-year; Among them, imports in March were 590 1 10,000 tons (9.63 million tons more than last month), up 13.5% year-on-year. At the end of March, the price of Indian iron concentrate with 63.5% composition in Qingdao Port reached 1 180 yuan/ton, which was higher than the highest price last year by 220 yuan/ton.
Steel prices are rising rapidly. In March, the domestic steel market price rose rapidly for two months before it ended. On March 29th, the comprehensive steel price index was 1 16.8 1, up 7.7 points from the end of last month, reaching the highest point since mid-June 2008. According to the statistics of Iron and Steel Industry Association, the price per ton of 6.5mm ordinary wire rod, 16mm rebar and 10mm medium plate is 4 140 yuan, 4 165 yuan and 4,547 yuan respectively, which are up by 7.8%, 8.4% and1kl respectively. The price per ton of hot-rolled and cold-rolled plates was 4,676 yuan and 6,022 yuan respectively, up 8% and 5.6% from the previous month.
Steel stocks fell back. According to the statistics of Iron and Steel Association, by the end of March, the social inventory of steel in 26 major cities was17.29 million tons, 800,000 tons less than that at the end of February, and the inventory of superior materials and plates decreased to some extent compared with that of last month.
Building materials: In the first quarter, the added value of building materials industry increased by 2 1.5%, 8.9 percentage points faster than the same period last year. Cement output was 335.85 million tons, up 20.3% year-on-year; The output of flat glass153.44 million weight boxes, up 13.7% year-on-year. From June 5438 to February, the building materials industry realized a profit of 188 billion yuan, an increase of 97.9% (down 0.5% in the same period last year).
The price of cement continued to rise, while the price of flat glass declined slightly. According to the statistics of Building Materials Federation, the average ex-factory price of cement in key building materials enterprises was 293.8 yuan/ton in March, which was 1.3 yuan/ton higher than that in February, and has been rising for seven consecutive months since last August. The average ex-factory price of flat glass is 78.2 yuan/weight box, which is lower than that in February 1.6 yuan/weight box. At the end of March, the cement inventory of key building materials enterprises was 6.5438+0.645 million tons, down 654.38+0.3% year-on-year; Flat glass inventory18.88 million weight boxes, down 5.9% year-on-year.
Non-ferrous: The added value of non-ferrous industry increased by 23.7% in the first quarter, including 20.7% in March. The output of ten kinds of non-ferrous metals was 7.43 million tons, up 36% year-on-year; Among them, the average daily output in March was 83,000 tons, an increase of 2.5% over the previous two months. Refined copper was 6,543.8+0,500 tons, up 654.38+0.02.8% year-on-year; The output of electrolytic aluminum was 3.99 million tons, an increase of 48.3%. The output of alumina reached 7.38 million tons, a year-on-year increase of 52.7%. During the period of1-February, the non-ferrous metal industry realized a profit of1890 million yuan, a year-on-year increase of 28.7 times (down 99.5% in the same period last year).
Imports of major non-ferrous metal products increased. In the first quarter, the import of unwrought copper and copper products was 6.5438+0.07 million tons, up by 654.38+0.4.2% year-on-year, including an increase of 265.438+0.8% in March. Alumina imports 1.59 million tons, an increase of 55.2%, of which imports increased by 821%in March; The import of unwrought aluminum and aluminum products was 257,000 tons, down by 2.5% year-on-year, including a decrease of 35.4% in March.
The price of non-ferrous products rebounded. In March, the average monthly spot prices of copper and aluminum in the domestic market were 59 1 10 yuan/ton and16/69 yuan/ton, respectively, which were 3783 yuan/ton and 89 yuan/ton higher than that in February (lower than 96 1 yuan/ton in June)
Chemical industry: In the first quarter, the added value of chemical industry increased by 23. 1% year-on-year, accelerating by 18.6 percentage points year-on-year, of which18./%was increased in March. Among the main products, caustic soda, soda ash and ethylene increased by 22.5%, 24.7% and19.1%respectively; Pesticides and fertilizers increased by 16.6% and 1 1.2% respectively. From June 5438 to February, the chemical industry achieved a profit of 3 1 billion yuan, an increase of 2.2 times (down 55.5% in the same period last year).
The price of chemical products rises more and falls less. Driven by the rising raw materials, the expected increase in domestic demand and the rebound in the international market, the prices of 40 kinds of 68 chemical products monitored by China Chemical Network in March showed an upward trend, with an increase of more than half; Of the 22 products that show a downward trend, only 6 products have stable prices.
20 10 Industrial Operation in the First Quarter (Part II): Equipment Industry
In the first quarter, the added value of the equipment industry increased by 25.7%, 5 percentage points faster than that of the fourth quarter of last year and 19.2 percentage points faster than that of the same period last year. Among them, it increased by 23% in March. The equipment industry in export delivery value increased by 24.1%year-on-year; According to customs statistics, the export of mechanical and electrical products in China in the first quarter was 1, 896,5438+0 billion yuan, an increase of 3 1.5% over the same period last year. During the period of 1-2 months, the machinery industry realized a profit of/kloc-0.08 billion yuan, a year-on-year increase of/kloc-0.3 times (down by 24.3% in the same period last year).
The production of investment products rebounded rapidly. In the first quarter, the output of cranes, excavators and loaders increased by 22.7%, 59.7% and 43.4% respectively, the output of special equipment for cement, oil refining and chemical industry increased by 1 16.5% and 59.5% respectively, and the metal cutting machine tools and molding machine tools increased by 23.5% and/kloc-0 respectively.
Automobile production and sales maintained high growth. According to the statistics of China Automobile Industry Association, in the first quarter, the national automobile production and sales were 4.56 million and 46 1 10,000 respectively, up by 77% and 7 1.8% respectively (compared with the same period last year, the automobile increased by 1.9% and 3.9% respectively). Small-displacement cars continue to sell well. In the first quarter, the sales volume of passenger cars of 1.6 liter and below was 3.52 million, accounting for 70.5% of the total sales volume of passenger cars. In March, automobile production and sales exceeded 6.5438+0.7 million, a record high. In March, the national automobile production and sales 1.73 million vehicles increased by 43.8% and 43.2% from the previous month and 57.7% and 55.8% from the same period last year. From June 5438 to February, the profit of the automobile industry reached 47.8 billion yuan, up by 4. 1 times (down by 5 1.6% in the same period last year).
The production of shipbuilding industry continued to grow, and the acceptance of new ship orders improved. In the first quarter, China completed shipbuilding14.57 million dwt, up 128% year-on-year, accounting for 4 1. 1% of the world market share. The new ship orders are 8.26 million dwt, which is 10.5 times of the new orders received in the same period last year; At the end of March, the order for hand-held boats was 18465438+ million dwt, down 2.2% from the end of 2009.
20 10 Operation of the industrial sector in the first quarter (III): Consumer goods industry.
In the first quarter, the added value of consumer goods industry increased by 15.5%, 7.7 percentage points faster than the same period last year. Export delivery value increased by 18% compared with 9.5% in the same period last year.
Light industry: the added value of light industry increased by 16.4% in the first quarter, which was 2. 1 percentage point higher than that in the fourth quarter of last year and 8.6 percentage points higher than that in the same period of last year. Export delivery value increased by 19% year-on-year, and maintained an upward trend. From June 5438 to February, the profit of light industry reached 84.2 billion yuan, up 54.6% year on year (down 4.2% year on year).
Grain production maintained steady growth. The added value of agricultural and sideline food processing, food manufacturing and beverage manufacturing industries increased by 16. 1%, 16.6% and 15.4% respectively. Among the main products, wheat flour increased by 17.9%, refined edible vegetable oil increased by 13.4%, meat increased by 3 1.7%, dairy products increased by 8.8%, and beverage wine and soft drinks increased by1.3% and/kl respectively.
Policies stimulate the growth of household appliances production and sales. Among the 1 1 household appliances monitored in the first quarter, 9 household appliances increased by more than 20% year-on-year, while refrigerators, air conditioners and washing machines increased by 27.4%, 30% and 40.7% respectively. In the first quarter, the sales volume of home appliances to the countryside reached16.03 million units, an increase of 16.8% over the fourth quarter of last year. Trade-in sales increased by 665,438+0.6% month on month.
Textile: In the first quarter, the added value of textile industry increased by 13.4% year-on-year, 7.3 percentage points faster than the same period of last year; Export delivery value changed from a year-on-year decrease of 8.5% to an increase of 14%. Among the main products, yarn, cloth and clothing increased by 19.7%, 17.7% and17.3% respectively; Chemical fiber increased by 20%. From June to February, the textile industry realized a profit of 22.3 billion yuan, an increase of 7 1.6% (down 9.5% in the same period last year); Among them, the textile industry realized a profit of12.55 billion yuan, up 83. 1% year-on-year, and the clothing and manufacturing industry realized a profit of 7.4 billion yuan, up 265.438+0% year-on-year.
Domestic cotton prices have risen sharply. In March, the domestic cotton price index (328 level) was 16083 yuan/ton, up 1093 yuan/ton from the previous month, ending the relatively stable price situation for four consecutive months. The price of pure cotton yarn in Qian Qing market increased by 3,200 yuan/ton compared with the end of last month, while the prices of polyester chips and polyester filaments decreased by 175 yuan/ton and 150 yuan/ton respectively.
Medicine: The added value of the pharmaceutical industry increased by 15.5% in the first quarter, 0.8 percentage points faster than the same period of last year, and increased by 12.8% in the same month. Among the main products, the output of chemical drugs was 520,000 tons, a year-on-year increase of 22%; 490,000 tons of Chinese patent medicines, up 18.3% year-on-year. From June 5438 to February, the pharmaceutical industry achieved a profit of 159 billion yuan, a year-on-year increase of 40.4%, and the growth rate accelerated by 18 percentage points.
Tobacco: In the first quarter, the added value of tobacco industry increased by 14.2%, which was 8. 1 percentage point higher than the same period of last year; 655.7 billion cigarettes were produced, an increase of 3.6%. In March, the added value of tobacco industry increased by 12.2%. The tobacco industry achieved a profit of 174 billion yuan in June 5438-February, a year-on-year decrease of 12. 1% (an increase of 13.8% in the same period last year).
20 10 Industrial Operation in the First Quarter (IV): Electronic Manufacturing Industry
In the first quarter, the added value of the electronics manufacturing industry increased by 24% year-on-year (down by 5.3% year-on-year), which was 10.2 percentage points faster than that in the fourth quarter of last year. Among the main products, the output of microcomputer equipment increased by 54.8%, of which notebook computers increased by 53.7%; Mobile phone production increased by 36.5%; The output of color TV sets increased by 40.2%, of which LCD TV sets increased by 79.5%; The output of integrated circuits increased by 89.2%. During the period of 1-2 months, the profit of the electronics industry was 164 billion yuan, an increase of 5.6 times (it decreased by 96.3% in the same period last year and has not recovered to the same level in 2008).
Export delivery value's growth accelerated. In the first quarter, export delivery value's electronics manufacturing industry increased by 30.2% year-on-year (down15.5% compared with the same period last year); Among them, it increased by 27.3% in March. Among the main products, the export of integrated circuits increased by 99.8%, color TVs by 48.9% and automatic data processing equipment by 44.8%.
20 10 industrial operation in the first quarter (5): energy security
In the first quarter, the production of thermal coal, electricity and refined oil was stable, and the supply and demand were basically balanced. Due to the drought, the supply of electric coal in the southwest of China is tight.
Coal: the growth rate of coal production rebounded. In the first quarter, the output of raw coal increased by 28. 1%. According to customs statistics, the net import of coal in the first quarter was 387 1 10,000 tons, a year-on-year increase of 5.2 times. Coal prices are basically stable. The price of Qinhuangdao 5500 Kazan Shanxi blended coal has remained stable since it fell to 675 yuan/ton at the beginning of March. On March 29th, it was 680 yuan/ton, down by 25 yuan/ton from the end of last month, but it rose by 120 yuan/ton year-on-year, still at a high level.
Inventory remained at a normal level. By the end of March, 532 power plants in China had stored 43.07 million tons of coal, which could be used for 12 days, 4 days less than last month. On April 6th, the coal inventory of Qinhuangdao Port was 7.85 million tons, down 270,000 tons from the end of last month. Due to the long-standing problem of "small coal but big electricity" in southwest provinces and the fragile supply chain of thermal coal, coupled with drought and reduction of hydropower production, the pressure of thermal power has increased and the supply of thermal coal has become tight.
Electricity: In the first quarter, the power generation of industrial enterprises above designated size was 948.9 billion kWh, up 20.9% year-on-year. Among them, thermal power increased by 24.3%; Affected by the incoming water drought, water and electricity decreased by 5%. Industrial electricity consumption maintained rapid growth. According to the statistics of China Electric Power Enterprise Association, the national industrial electricity consumption was 704.2 billion kWh, up 27.6% year-on-year. Among them, the electricity consumption of light industry increased by 14%, and that of heavy industry increased by 30.5%.
Oil: There is sufficient oil supply. In the first quarter, the crude oil output was 4810.9 million tons, up 4.6% year-on-year. According to customs statistics, imported crude oil was 56.68 million tons, an increase of 39%. Crude oil processing capacity10.03 million tons, an increase of 21.6%; Among them, gasoline output increased by 7.7%, 0.2 percentage points faster than the same period of last year; Diesel oil output decreased by 7. 1% and increased by 22. 1%. Affected by the expected price increase, the sales of refined oil products strengthened.
International oil prices fluctuated upward. The average monthly spot price of Brent crude oil in March was $78.9/barrel, up $5.3/barrel from last month. Brent crude oil futures price in London market fluctuated slightly after rising to $80/barrel at the beginning of the month, and rose again at the end of the month. On March 3 1 day, three-month futures closed at $82.9/barrel, up $4.5/barrel from the end of last month.