国家发展改革委国家信息中心高频数据显示,三季度存量政策和增量政策协同发力,推动经济保持稳中有进、稳中向优。消费方面,线下消费支付金额同比增长2.6%,商品消费增长4.5%;投资方面,前沿领域资本投资同比增长184.1%;外贸方面,主要港口货运船舶离港载重同比增长43.1%。
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三季度我国实施存量政策和增量政策协同发力,旨在推动经济保持稳中有进、稳中向优态势。
本报北京10月10日电 (记者刘志强)国家发展改革委国家信息中心发布的高频数据显示:三季度,存量政策、增量政策协同发力、集成显效,推动经济保持稳中有进、稳中向优态势,增长动能持续积蓄。
消费方面,线下消费大数据显示,三季度各类消费支付金额同比增长2.6%,增速较二季度提高0.7个百分点,其中商品消费增长4.5%。9月线下支付金额同比增长3.1%,增速较8月提高0.5个百分点,连续3个月上行。反映中小型商户活力的“收钱吧”数据显示,9月支付金额同比增长5.7%,增速较上月提高1.3个百分点。三季度以来,我国各项促消费政策持续扩围加力,居民消费意愿稳步回暖,市场消费需求不断释放。
投资方面,三季度特别是9月份,稳投资各项政策打出组合拳、协同落地,投资资金保障力度明显增强。资本投资数据显示,三季度人工智能、人形机器人等前沿领域资本投资金额同比增长184.1%,9月同比增长198.7%。
外贸方面,继续保持高景气态势。三季度,主要港口货运船舶离港、到港载重同比分别增长43.1%、0.3%,较二季度提高43.0、0.7个百分点;其中,9月同比分别增长53.2%、4.5%。

Benefiting from the expansion of demand for infrastructure such as AI servers, high-speed network communications and memory, Taiwan's copper foil substrate manufacturers have benefited from strong demand for high-multilayer boards and low-loss PCB boards, and the market has seen both volume and price growth. Taiwan Optoelectronics has earned more than one equity share each quarter for six consecutive quarters. In the first half of the year, EPS reached 42.46 yuan. Revenue in the first nine months increased by 103.69% year-on-year. Taiyao, Lianmao, and Tenghui-KY all achieved new highs in revenue, and the price increase of copper foil substrates is expected to continue until 2027.

Affected by the rising prices of memory and other components, the prices of consumer electronic products have increased, with notebook computers seeing the largest increase, followed by mobile phones and tablets. Chen Qimeng, general manager of Samsung Electronics' mobile communications division, pointed out that the AI trend has pushed up memory demand. It is expected that demand will still be hot before the end of next year, and the pressure for price increases in the electronics consumer market will continue. Apple's iPhone 18 Pro series has increased by about 5,000 yuan, and the previous generation iPhone 17 series has also bucked the trend and increased prices instead of reducing prices. PC and NB products have increased by more than 30% as of the third quarter, and the increase is expected to continue until 2027.

During the Taiwan stock market holiday, U.S. stock prices fell sharply, Taiwan index futures plunged in night trading, the U.S. initiated the 337 investigation, and Trump's remarks emerged. Retail investors were worried that Monday would open lower and fall by a thousand points. However, legal experts believe that the pressure will be a retracement test support after the breakthrough. As long as it does not fall below the bullish trend, TSMC's 15th earnings report will be an important observation indicator.

The Fraser Institute of Canada released the 2026 World Economic Freedom Report. Hong Kong has been rated as the freest economy in the world for the third consecutive year. It has performed well in the dimensions of international trade freedom and monetary policy, attracting more than 11,000 parent companies to set up companies in Hong Kong. It has created a good business environment with equal emphasis on openness and supervision. The SAR government has attracted enterprises to settle in by introducing key enterprise offices and Invest Promotion Agency, and consolidated its advantages by improving property rights protection and public governance. The first five-year plan is aligned with the country's 15th Five-Year Plan to promote the construction of the northern metropolitan area.

Taishin Shin Kong Financial Holdings exclusively sponsored the Taipei 101 National Day performance, with the theme of "Onward Taiwan, Light Up Taiwan Together". Combining drones, fireworks and laser lighting special effects, the mascot Richard transformed into a birthday ambassador and jumped into the night sky. People on site interacted enthusiastically to continue the joyful atmosphere of National Day.
The tax department reminds taxpayers that the special additional deduction for continuing education for professional qualifications is limited to 72 certificates in the "National Vocational Qualification Catalog (2021 Edition)", including 59 professional and technical personnel and 13 skilled personnel professional qualifications. A fixed deduction of 3,600 yuan is applied in the year of first acquisition. Repeated declarations for continuing education, annual inspections, certificate renewals, etc. are not allowed, and only one deduction can be enjoyed in the same tax year.