
国家统计局工业司首席统计师于卫宁解读2026年1—8月工业企业利润数据,规模以上工业企业利润同比增长15.7%,高技术制造业利润增长54.7%,电子行业利润增长1.1倍,对工业利润增长贡献率达62.0%。
AI-generated summary
国家统计局定期发布工业企业利润数据,反映制造业运行状况和经济发展质量。
中新网9月28日电 据国家统计局网站消息,国家统计局工业司首席统计师于卫宁就2026年1—8月份工业企业利润数据进行解读。于卫宁表示,1—8月份,各地区各部门认真贯彻落实党中央、国务院决策部署,着力发挥宏观政策效能,持续推进高质量发展,以高技术制造业为代表的新动能积聚壮大,带动规模以上工业企业利润保持较快增长。
工业企业利润保持较快增长。1—8月份,在工业生产稳中有进和工业品价格涨幅扩大的共同推动下,规模以上工业企业营业收入同比增长6.6%,带动规模以上工业企业利润同比增长15.7%,今年以来累计增速保持两位数增长。从三大门类看,采矿业利润增长35.1%,制造业利润增长17.4%,电力、热力、燃气及水生产和供应业利润下降12.0%。8月份,受去年同期较高基数影响,规模以上工业企业利润增速有所回落,同比增长4.2%;从营业收入扣减营业成本计算的毛利润看,规模以上工业企业毛利润增长7.5%,比上月加快1.9个百分点。
电子行业对利润增长拉动明显。以人工智能为代表的新技术应用加快拓展,带动相关领域需求扩大,推动电子行业利润高速增长,1—8月份,电子行业利润同比增长1.1倍,对全部规模以上工业企业利润增长的贡献率达62.0%,是规模以上工业企业利润较快增长的重要支撑。其中,新能源汽车、物联网、算力中心等新兴场景带动芯片需求增加,与之相关的光电子器件制造、半导体分立器件制造行业利润分别增长72.0%、51.8%;电子基础原材料领域快速发展,带动电子专用材料制造、电子电路制造行业利润分别增长2.3倍、49.1%。
高技术制造业引领作用突出。1—8月份,规模以上高技术制造业利润同比增长54.7%,增速高于全部规模以上工业39.0个百分点。从行业看,在算力基础设施加速建设带动下,光纤制造、光缆制造行业利润分别增长5.3倍和1.0倍;高性能服务器、工作站、光电子通信领域中,计算机整机制造、计算机外围设备制造、工业控制计算机及系统制造、通信系统设备制造行业利润分别增长3.9倍、2.6倍、1.3倍、48.7%;仪器仪表及新型医疗仪器设备制造业加速发展,导航测绘气象及海洋专用仪器制造、口腔科用设备及器具制造行业利润分别增长2.2倍、70.2%。
原材料制造业实现较快增长。1—8月份,规模以上原材料制造业利润同比增长47.3%,拉动全部规模以上工业企业利润增长6.2个百分点。从行业看,国际原油和有色金属价格上行,带动相关行业效益改善。化工行业利润增长51.0%;有色行业利润增长82.9%;石油加工行业同比扭亏为盈,实现利润总额562.9亿元。
工业企业单位成本持续下降。1—8月份,规模以上工业企业每百元营业收入中的成本为85.07元,同比下降0.41元,工业企业累计单位成本今年以来持续保持同比下降态势。1—8月份,规模以上工业企业营业收入利润率为5.66%,同比提高0.44个百分点。
下阶段,要按照党中央、国务院决策部署,发挥好宏观政策效能,扩内需,优供给,推动新旧动能加快转换,增强经济发展内生动力,推动工业经济持续向新向优发展。
AI outlook — possibilities, not facts
后续工业企业利润增速有望保持在合理区间
Likely · Within months

In May 2026, the heads of state of China and the United States met in Beijing and agreed to establish the Intergovernmental Trade Council. In September, the two sides reached consensus on the working procedures of the Trade Council, the US$30 billion reciprocal tax reduction framework and the product list during the eighth round of economic and trade consultations. The United States will reduce taxes on approximately US$30 billion of goods imported from China, including toys and home appliances, and China will reduce taxes on approximately US$30 billion of goods imported from the United States, including agricultural products and medical equipment. More than 90% of products will be exempt from all mutual tariffs and enjoy most-favored-nation status. The two sides agreed to establish an agricultural working group under the Trade Council and plan to hold its first meeting before the end of 2026 to expand practical cooperation in the agricultural field.

As the construction of "good houses" advances, the construction industry is shifting from traditional on-site construction to an industrial, digital, and intelligent factory manufacturing model. Modular buildings realize parallel production between factories and construction sites, with an all-factor module being rolled off the production line every 20 minutes on average. The Huazhang Xinzhu project was delivered in 365 days, and the construction period of the Huabichang Hutong project was reduced from 15 months to 3 months. This transformation not only improves construction speed and accuracy, but also significantly reduces waste, material loss and energy consumption. It also changes the role of construction workers from manual labor to technical operations, and robots and AI begin to be applied to production lines.

From January to August, a total of 312.81 billion yuan of local government special bonds, bank loans, and social capital were implemented for water conservancy construction across the country, of which 13.43 billion yuan of private capital was introduced, a year-on-year increase of 80.1%. Guangdong Qinglong Pipe Industry Co., Ltd. participated in the Guangdong Water Resources Allocation Project around the Beibu Gulf, customized and produced large-diameter pipe jacking and pre-installed chips to achieve pipe traceability. The company stated that it will continue to do technology research and development and market development, and integrate into the overall situation of national water conservancy construction.

Canadian snowshoe brand SOREL will officially set up a branch in Taiwan in 2026. In the second half of this year, it will be the first to open a limited-time pop-up concept store on the fifth floor of A11, Shin Kong Mitsukoshi Xinyi Xintiandi, Xinyi District, Taipei, displaying classic CARIBOU™ WP snowshoes and a variety of urban functional shoes, with the theme of "For Bold Steps", and the "Ice Frozen Shoes Device" popular on the streets of New York to attract customers.

After U.S. diesel prices soared to record highs, the Trump administration is seriously considering a diesel export ban. Goldman Sachs' model shows that although the ban may initially reduce domestic diesel prices in the United States, diesel storage tanks will approach their upper limit after 9 to 10 weeks. Refinery production cuts may lead to a decrease in gasoline supply, pushing up U.S. retail gasoline prices. At the same time, diesel prices in Europe and Latin America may rise. Prices will rebound after the ban is lifted, and global inventories may not be able to recover immediately. Instead, Goldman Sachs is bullish on European gasoline in 2027, as high diesel profits will indirectly compress gasoline supply.

CapitaLand Investment plans to divest S$6 billion in assets and establish a dedicated fund management entity to double assets under management to S$10 billion by 2029 through new REITs, funds, partnerships, and joint ventures, following a resolved leadership dispute between chairman Kwek Leng Beng and CEO Sherman Kwek.