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消费当前是我国经济增长的第一驱动力
消费当前是我国经济增长的第一驱动力
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【研报】宏观看行业系列一：网上生活之直播带货[25页].pdf
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图22、2026E-2035E我国气象探测领域相控阵雷达市场规模（亿元）
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我国谐波减速器市场规模（亿元）
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2030年我国矿区无人驾驶方案规模约223亿元
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商业经济关键指标的企业规模等级结构
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商业经济的企业规模类别结构
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商业经济中企业规模类别增加值占比
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2026-07-28
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2024-2029E我国骨科植入行业市场规模（亿元）
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2026-07-28
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2020-2029年我国智能点胶设备市场规模
fCDlubTku70gfCDluILlnLrop4TmqKHvvIjkur/lhYPvvIkgfAp8IDotLS0gfCA6LS0tIHwKfCAyMDIwIHwg57qmIDI1MCB8CnwgMjAyMSB8IOe6piAyOTAgfAp8IDIwMjIgfCDnuqYgMzQwIHwKfCAyMDIzIHwg57qmIDM5MCB8CnwgMjAyNCB8IOe6piA0MzAgfAp8IDIwMjVFIHwg57qmIDUyMCB8CnwgMjAyNkUgfCDnuqYgNjEwIHwKfCAyMDI3RSB8IOe6piA3MjAgfAp8IDIwMjhFIHwg57qmIDg1MCB8CnwgMjAyOUUgfCDnuqYgMTAwMCB8CgoqKui1hOaWmeadpea6kO+8mioqIEJPTkQg5rex5Zyz6IO25bGV5b6u5L+h5YWs5LyX5Y+377yM5Zu96IGU5rCR55Sf6K+B5Yi456CU56m25omA
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2026-07-27
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图16、2025年我国各省区火电利用小时数同比变化（小时）
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2026-07-27
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图17、我国各省区用电量增速对比
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2026-07-27
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图28、我国火电机组装机容量变化（万千瓦）
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行业数据
2026-07-27
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图12、我国火电上网电量预测（亿度）
fCDlubTku70gfCDngavnlLXlj5HnlLXph4/vvIjkur/luqbvvIkgfCDlkIzmr5Tlop7pgJ/vvIhZb1nvvIkgfAp8IDotLS0gfCA6LS0tIHwgOi0tLSB8CnwgMjAyNEEgfCA2MiwwMDAgfCAxLjg1JSB8CnwgMjAyNUEgfCA2MSw2MDAgfCAtMC41NSUgfAp8IDIwMjZFIHwgNjEsNzAwIHwgMC4xNSUgfAp8IDIwMjdFIHwgNjEsMTAwIHwgLTAuODUlIHwKfCAyMDI4RSB8IDYwLDcwMCB8IC0wLjgwJSB8CnwgMjAyOUUgfCA2MCw1MDAgfCAtMC4yNSUgfAp8IDIwMzBFIHwgNjEsMjAwIHwgMC45NSUgfAoKKirotYTmlpnmnaXmupAqKu+8muS4reWbveeUteWKm+efpeW6k++8jOWFtOS4muivgeWIuOe7j+a1juS4jumHkeiejeeglOeptumZoua1iw==
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2026-07-27
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图13、我国火电利用小时预测（小时）
fCDlubTku70gfCDngavnlLXliKnnlKjlsI/ml7bvvIjlsI/ml7bvvIkgfCDlkIzmr5Tlop7pgJ/vvIhZb1nvvIkgfAp8IDotLS0gfCA6LS0tIHwgOi0tLSB8CnwgMjAyNEEgfCB+NCwzNTAgfCAtMi4zJSB8CnwgMjAyNUEgfCB+NCwxMDAgfCAtNS42JSB8CnwgMjAyNkUgfCB+Myw4ODAgfCAtNS4zJSB8CnwgMjAyN0UgfCB+Myw3MjAgfCAtNC4xJSB8CnwgMjAyOEUgfCB+Myw1OTAgfCAtMy41JSB8CnwgMjAyOUUgfCB+Myw1MDAgfCAtMi41JSB8CnwgMjAzMEUgfCB+Myw0NTAgfCAtMS41JSB8CgoqKui1hOaWmeadpea6kCoq77ya5Lit5Zu955S15Yqb55+l5bqT77yM5YW05Lia6K+B5Yi457uP5rWO5LiO6YeR6J6N56CU56m26Zmi5rWL
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2026-07-27
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全球主要宏观经济数据日历
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2026-07-27
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表2、我国2026年度长协电价比例要求放宽
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行业数据
2026-07-27
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最新数据
全球全年龄段奶粉市场规模（亿美元）
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2026-07-30
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