Today's Vision: The role of my country's digital economy has greatly developed strength
Author:Securities daily Time:2022.07.11
Last Friday, China Information and Communication Research Institute issued a report saying that China's digital economy scale reached 45.5 trillion yuan in 2021, an increase of 16.2%year -on -year, accounting for 39.8%of GDP. The status of the digital economy in the national economy is more stable and supportive.
The digital economy has high innovation, strong permeability, and wide coverage. It is not only a new economic growth point, but also a fulcrum for transforming and improving traditional industries. It can become an important engine to build a modern economic system. Data show that in 2021, the number of industrial digitalization reached 3.7.18 trillion yuan, an increase of 17.2%year -on -year, accounting for 81.7%of the digital economy, and 32.5%of GDP.
The rapid development of the digital economy is inseparable from the country's high attention. "Digital Economy" has appeared in the government work report for 6 consecutive years. This year's government work report clarifies and refine the "promotion of digital economy development" in an independent way, and first mention "digital economic governance" for the first time.
The "Fourteenth Five -Year Plan" outline also proposes "creating a new advantage of digital economy", emphasizing "giving full play to the advantages of massive data and rich application scenarios, promoting the deep integration of digital technology and the real economy, empowering the transformation and upgrading of traditional industries, giving birth to new industries and new formats New models are required to change the overall production, lifestyle and governance methods by digitizing the overall transformation. According to statistics, in the full text of the "Fourteenth Five -Year Plan" outline, the term "digital" appeared 81 times, "digital" appeared 25 times, "data" appeared 60 times, "information" appeared 52 times, "intelligence" appeared 35 times 35 times, 35 times appeared in "intelligence" 35 times. Essence
On the whole, my country's digital economy development scale is the world's leading scale. From the perspective of consumption, the offline consumption is affected by the epidemic, but online consumption has maintained a growth momentum. According to data from the National Bureau of Statistics, from January to May this year, the total retail sales of social consumer goods were 171.689 billion yuan, a year -on -year decrease of 1.5%. Among them, the online retail sales of physical goods were 4271.8 billion yuan, an increase of 5.6%. Just last year, the online retail sales of physical goods in my country exceeded 10 trillion yuan for the first time, reaching 10.8 trillion yuan, an increase of 12.0%year -on -year, accounting for 24.5%of the total retail sales of consumer goods, and the contribution rate of total retail sales of social consumer goods was 23.6 %.
In terms of foreign trade, cross -border e -commerce uses the Internet to break the inconvenience caused by the epidemic and unblock export channels.
In 2021, my country's total import and export value of goods trade reached 3.91 trillion yuan, an increase of 21.4%year -on -year, and the scale hit a record high. Among them, cross -border e -commerce platforms have made great efforts, and online models have increased significantly. In 2021, the scale of cross -border e -commerce imports and exports in my country reached 1.98 trillion yuan, an increase of 15%; of which 1.44 trillion yuan was exported, an increase of 24.5%.
From the perspective of investment, investment in the information transmission industry related to the digital economy has increased significantly. According to data from the National Bureau of Statistics, from January to May, infrastructure investment increased by 6.7%year -on -year, and the growth rate accelerated by 0.2 percentage points from January to April, 0.5 percentage points higher than all investment growth. Among them, investment in the information transmission industry increased by 10.6%, and the growth rate accelerated by 7.5 percentage points from January to April.
As a new engine of economic development, the digital economy is strong, and the future star of the capital market is among them. The new trends, new winds, and new tracks contained in the digital economy are worth thinking about investors.
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