Since the beginning of this year, all localities and departments have resolutely implemented the decision-making arrangements of the CPC Central Committee and the State Council, made efforts to expand domestic demand and optimize the economic structure, and the service industry economy has achieved steady and rapid growth, and its contribution to economic growth has continued to increase, service demand has been accelerated, emerging service industries have grown rapidly, and market expectations have generally improved.
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First, the service industry continues to improve, and the pulling effect is constantly increasing.
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The service industry economy has accelerated its recovery. Preliminary accounting, in the first three quarters, the added value of service industry530651100 million yuan, a year-on-year increase4.7%. The proportion of added value of service industry in GDP is55.9%, up from the same period of last year.0.3Percentage points, the contribution rate to national economic growth is53.9%, stimulate GDP growth.2.6Percentage points. Among them, in the third quarter, the added value of service industry181005100 million yuan, a year-on-year increase4.8%, faster than the second quarter.0.6Percentage points.9In September, the service industry production index increased year-on-year.5.1%, than8Speed up the month0.5Percentage points.
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The production and operation of enterprises continued to improve.one—8In September, the operating income of service enterprises above designated size increased year on year.7.7%, thanone—sevenMonthly increase0.3Percentage points, of which leasing and business services industries maintained rapid growth;35There are three industry categories.33Each industry is profitable, and the industry is profitable.94.3%, thanone—sevenMonthly increase2.9Percentage points.
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Trade in services has grown rapidly.one—8Total import and export of services in June48865.6100 million yuan, a year-on-year increase14.3%The import and export of travel services increased year-on-year.45.0%, the largest field of service trade.one—8In September, the execution amount of service outsourcing undertaken by Chinese enterprises increased year on year.14.4%Among them, information technology research and development services, design services and maintenance services grew rapidly, and the implementation amount increased respectively year-on-year22.2%、22.1%和15.8%.
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Second, the modern service industry is growing well, and the pace of transformation and upgrading is accelerating.
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The modern service industry is booming. In the first three quarters, the added value of information transmission software and information technology services, leasing and business services, and financial services increased respectively year-on-year.11.3%、10.1%和5.2%, to promote the growth of added value of service industry.2.4Percentage points, to provide strong support for accelerating the formation of new quality productivity. In the third quarter, the added value of information transmission software and information technology services, leasing and business services, and financial services increased respectively year-on-year.10.0%、10.8%和6.2%, to promote the growth of added value of service industry.2.4Percentage points.9In September, the production indexes of information transmission software and information technology services, leasing and business services, and financial industry increased respectively year-on-year.11.4%、9.7%和6.5%.
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Endogenous kinetic energy has developed and grown. In terms of investment, in the first three quarters, the investment in fixed assets of high-tech service industry increased year-on-year.11.4%, accounting for the proportion of fixed assets investment in all service industries4.8%. Among them, fixed assets investment in e-commerce services, scientific and technological achievements transformation services, research and development and design services increased respectively year-on-year.14.8%、14.8%和13.7%. In terms of consumption, retail sales of services increased year-on-year in the first three quarters.6.7%, higher than the growth rate of retail sales in the same period.3.7Percentage points; The per capita service consumption expenditure of national residents increased year-on-year7.6%, accounting for the proportion of per capita consumption expenditure of residents is47.0%, higher than the first half of the year.1.4Percentage points. From the perspective of industry,one—8In January, the operating income of high-tech service enterprises and strategic emerging service enterprises above designated size increased respectively year-on-year.9.5%和7.8%The growth rate is higher than that of all listed service enterprises.1.8和0.1Percentage points; The operating income of enterprises above designated size in science and technology service industry, science popularization and application service industry increased respectively year-on-year.8.3%和11.6%.
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Integration, development and acceleration. Digital technology innovates consumption scenarios, and its integration with the real economy continues to deepen, promoting market sales growth. In the first three quarters, the online retail sales of physical goods increased year on year.7.9%, accounting for the proportion of total retail sales of consumer goods25.7%. Industrial Internet promotes the level of industrial intelligence and digitalization.one—8In January, the operating income of enterprises with integrated circuit design and Internet production service platforms above designated size increased respectively year-on-year.30.0%和18.3%. Cultural tourism is deeply integrated, and large-scale performances are deeply linked with scenic resources around the country to stimulate new potential of tourism consumption. In the first three quarters, the e-commerce transaction volume of tourism and entertainment services increased year-on-year.15.3%.one—8In January, the operating income of travel agencies above designated size and related services and leisure and sightseeing enterprises increased respectively year-on-year.28.5%和9.6%.
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Third, positive factors are increasing, and market expectations continue to improve.
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Recently, with a series of policy "combination boxing" efforts, confidence in the capital market and real estate market has been enhanced.9月份，沪深股市股票成交量和股票成交额分别由8月份同比下降15.3%和31.0%转为同比增长32.7%和4.9%；9月份，房地产业生产指数同比下降2.2%，降幅连续5个月收窄。
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9月份，服务业业务活动预期指数为54.6%，其中零售、铁路运输、航空运输、邮政、电信广播电视及卫星传输服务、货币金融服务等行业业务活动预期指数位于55%以上较高景气区间，企业对近期行业发展较为乐观。
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总体来看，前三季度服务业经济运行稳中向好，随着各项已有政策和一揽子增量政策效应不断显现，经济发展的活力和动力将进一步释放，市场信心有望继续增强，服务业经济平稳运行的基础将不断夯实。下阶段，要狠抓政策落地见效，积极培育服务业新动能，加快构建优质高效的服务业新体系，推动服务业发展的质量和效率继续提升。
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（作者系国家统计局服务业调查中心主任）
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（原文链接：http://www.ce.cn/xwzx/gnsz/gdxw/202410/18/t20241018_39173114.shtml）
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