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How is Shanghai's economic and social operation this year, and what issues are we concerned about? The Municipal Development and Reform Commission made a report

2022-09-16 06:30:31


However, at the same time, the external environment is more complex and severe than expected, and there is still uncertainty about the impact of the epidemic, which requires extraordinary efforts to accelerate economic recovery and revitalization, and strive to achieve positive economic growth throughout the year and strive for the best results.


澎湃新闻高级记者 李佳蔚

在8月25日起召开的上海市十五届人大常委会第四十三次会议上,市发改委主任华源作了关于2022年以来上海市国民经济和社会发展计划执行情况的报告。

报告指出,2022年以来,上海按照“疫情要防住、经济要稳住、发展要安全”的要求,高效统筹疫情防控和经济社会发展,全力以赴打赢大上海保卫战和经济恢复重振攻坚战。

总体看,疫情对上海经济造成前所未有的冲击,主要经济指标出现较大幅度下降;6月以来随着疫情防控形势好转和稳增长各项政策加快落地见效,全市生产生活秩序回归正常,经济运行呈现回稳向好态势。但同时,外部环境复杂严峻性超出预期,疫情影响仍存在不确定性,需付出超常规努力,全力以赴加快经济恢复重振,力争全年经济实现正增长并争取最好结果。

The economy has shown greater resilience

Huayuan said that in response to the impact of the epidemic, Shanghai has increased its cross-cycle adjustment efforts, fully implemented the national package of policies and measures to stabilize the economy, and timely introduced two rounds of policies to fight the epidemic and help enterprises to recover and revitalize the economy.More than 400 supporting rules have been issued at the two levels of the urban area, and the policy of "deferring exemptions, reducing subsidies and subsidies" has been comprehensively implemented, and it is expected to reduce the burden of various market entities by more than 300 billion yuan throughout the year.

The economic operation has withstood the test of the impact of the epidemic.In the first half of the year, the city's GDP was 1,934.9 billion yuan, down 5.7% year-on-year.This not only has the factors that laid a good foundation in the first two months of steady growth at the beginning of the year, but also the strong support for the continuous and stable operation of urban core functions and key enterprises during the epidemic period, and it is also the result of the accelerated effect of the policy of helping enterprises to bail out and revitalize the economy.The core functions of the city are operating stably, and the production and operation of important functional institutions have never been interrupted during the epidemic period, and the total transaction volume of Shanghai's financial market from January to July is 1634 trillion yuan, an increase of 17.2% year-on-year; The container throughput was 26.848 million TEUs, which continued to remain the world's first.

Efforts have been made to stabilize supply and expand demand, and economic operation has shown a stable and good trend.The report points out that Shanghai's industrial and real estate markets have accelerated their recovery.From January to July, the city's industrial added value fell by 7.1% year-on-year, of which June and July increased by 13.9% and 18.6% respectively.From January to July, the sales area of newly built commercial housing in the city fell by 16% year-on-year, of which the transaction area of market-oriented newly built commodity housing increased by 10% and 53.2% respectively in June and July, and the transaction volume of second-hand houses has returned to normal levels, and the house prices are generally stable.

The recovery of external demand was better than expected.From January to July, the city's total foreign trade import and export volume increased by 3% year-on-year, of which June and July increased by 9.6% and 23% respectively.The city's exports increased by 9.3%, of which June and July increased by 20.2% and 32.9% respectively.The consumer market has improved, with total retail sales of consumer goods falling by 13.9% from January to July, of which 0.3% increased in July, and online consumption such as fresh e-commerce and live e-commerce bucked the trend.

Shanghai has focused on implementing major national strategic tasks, and the new momentum has continued to grow.Major strategies lead key areas to accelerate development.Pudong led the construction of the district, and the economic growth rate of Pudong New Area in the first half of the year was 2.6 percentage points higher than that of the city.The three major industries led the growth, and the output value of integrated circuits, biomedicine and artificial intelligence manufacturing increased by 8.4% from January to July.

The report shows that the confidence of foreign-funded enterprises has accelerated its recovery, and the actual use of foreign capital in January-July was 14.29 billion US dollars, an increase of 6.1% year-on-year, of which June and July increased by 19.1% and 46% respectively.Market players are also recovering their vitality, with 161,000 new enterprises in the city from January to July, of which the average daily new enterprises in July basically recovered to last year's average.

Focus on these issues

报告认为,总体看,疫情冲击是短期和阶段性的,上海市城市核心功能强、生产能力强的优势没有变,经济恢复具有较强的发展韧性、内生动力和市场活力。但也面临不少困难和挑战。

华源表示,经济社会发展中需重点关注的问题,一是疫情仍是影响经济恢复重振的最大不确定性因素。全球疫情走向仍有很大不确定性,国内零星散发病例和局部暴发疫情的风险依然存在,“外防输入、内防反弹”压力仍然很大,疫情不仅对零售、餐饮、旅游、住宿、文体娱乐等消费恢复造成影响,也对工业生产、建筑施工等造成困扰。

Second, the external environment has become more complex and severe.The risk of stagflation in the world economy has risen, the foundation for domestic economic recovery is still unstable, the triple pressure of demand contraction, supply shock, and expected weakening continues to appear, the willingness and ability of private investment are insufficient, the production and operation of market players are difficult, and continuous efforts are needed to consolidate the economic recovery to a good trend.

三是企业生产经营面临多重困难。企业成本持续承压,防疫消杀、原材料、能源、物流等综合成本上升,经营压力持续加大。供应链瓶颈制约企业达产增产,产业链供应链仍有卡点,物流配送效率降低。

Fourth, maintaining employment and stabilizing prices is facing greater pressure.The number of new jobs created is lower than in previous years, the employment pressure of key groups such as college graduates and long-term unemployed youth has increased, prices are facing upward pressure, and residents' incomes have declined.

报告指出,下半年将重点抓好八方面工作:全力推动政策落地加快经济恢复重振;全力促进重点产业发展增强经济韧性;全力扩大有效投资增强发展后劲;全力释放消费潜力促进消费回补;全力稳外贸稳外资提振市场主体信心;全力落实国家战略释放改革开放红利;全力保障民生切实惠民生暖民心;全力防风险保安全维护社会稳定。

Editor-in-Charge: Gao Wen Photo Editor: Zhu Weihui

Proofreader: Ding Xiao