Shang Wu Bu Wang Zhan
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智利公债突破历史性关口
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
(原标题:智利公债突破历史性关口) 智利比奥比奥电台网(Biobiochile)1月14日报道,截至2025年9月,智利中央政府债务 已达国内生产总值(GDP)的43.3%,突破1990年42.9%的历史高位,逼近45%的审慎水 平线。这意味着该国近半年度经济产出需用于偿债。债务攀升主要受债券发行、汇率 波动及通胀趋缓影响,其中内债占967亿美元,外债约525亿美元。尽管政府试图控制 债务规模,但独立财政委员会警告称,2027年债务突破警戒线的概率近50%,加之财政 空间受限及铜价等经济变量风险,新政府将面临严峻的财政挑战。 ...
加纳2025年10月经济增长3.8%,服务业占主导地位
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
Core Viewpoint - Ghana's economy is projected to grow by 3.8% in October 2025, an increase from 3.0% in the same period last year, driven primarily by the service and industrial sectors [1] Group 1: Economic Growth - The economic growth rate for October 2025 is 3.8%, up from 3.0% in the previous year [1] - The service sector remains the main growth driver, with a growth rate of 5.5% in October 2025, slightly down from 5.6% in the previous year [1] - The industrial sector shows significant improvement, with a growth rate of 3.0%, a substantial increase from 0.4% in October 2024 [1] Group 2: Sector Contributions - The service sector accounts for 74.7% of the total economic growth, supported by strong performances in telecommunications, wholesale, and retail trade [1] - The agricultural sector's growth has slowed to 0.9%, down from 2.1% in the previous year, contributing only 1.3% to overall economic growth [1]
高盛预测2026年国际油价走低
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
Core Viewpoint - Goldman Sachs reports that due to oversupply, oil prices may decline by 2026, but geopolitical risks related to Russia, Venezuela, and Iran will continue to increase market volatility [1] Group 1: Price Forecast - Goldman Sachs maintains its average price forecast for Brent crude and WTI crude at $56 and $52 per barrel respectively for 2026 [1] - The bank expects prices to drop to a low of $54 for Brent and $50 for WTI in the fourth quarter as OECD inventories rise [1] Group 2: Supply and Demand Dynamics - Global oil inventories are increasing, with a projected surplus of 2.3 million barrels per day in 2026 [1] - A reduction in oil prices may be necessary to curb supply growth from non-OPEC countries and support strong demand growth, unless there are significant supply disruptions or OPEC cuts [1]
美国拟于3月初确定2026年生物燃料掺混配额并取消进口惩罚措施
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
Core Viewpoint - The U.S. government plans to finalize the 2026 biofuel blending mandate in early March, maintaining previous target levels while eliminating punitive measures on imported renewable fuels and their feedstocks [2] Group 1: Biofuel Industry - The proposed plan aims to create a compromise between biofuel producers and the oil industry by retaining the option to increase biofuel blending ratios in response to demands from the agriculture and biofuel sectors [2] - The elimination of restrictions on imported fuels is intended to prevent market disruptions and rising energy costs [2] Group 2: Regulatory Process - The U.S. Environmental Protection Agency is currently in the public comment phase regarding the new rules, with the goal of finalizing them by the first quarter of 2026 [2]
阿尔及利亚启动制药原料本土生产计划
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
(原标题:阿尔及利亚启动制药原料本土生产计划) 阿制药业已取得重大进展,本国生产的药品已可满足82%的市场需求。目前,阿已可生产治疗癌 症、心血管病、糖尿病药物,以及抗生素、抗炎、激素和扑热息痛等药品。目前,阿当地市场共销售 6500种药品。 阿鼓励本国企业与国外药企合作,投资生产医疗器械和创新药物。对于仍需进口的产品,卫生部对 进口项目实行严格管控,并推动进口药品本土化生产。这一循序渐进的战略结合了市场监管、投资激励 和有针对性的生产项目实施,确保阿医药行业完全自给自足,大幅降低对高成本进口的依赖。 据阿尔及利亚Algérie 360网站1月12日报道,阿尔及利亚制药业依赖进口原料生产药品,每年花费 30亿美元进口药品原料。为实现关键药品原料的本地化生产,近日,阿制药工业部长库伊德里宣布启动 多个国家项目,以减少60%的制药原料进口。这一重大的战略转型体现阿尔及利亚致力于加强本国药品 生产自主的坚定决心。 ...
智利央行调查:市场预计3月降息,预计2026年GDP增长率为2.5%
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
Core Viewpoint - The Central Bank of Chile is expected to lower the benchmark interest rate from 4.5% to 4.25% in March, maintaining this level for nearly three years, with inflation projected to stabilize at 3% by the end of 2026 and 2027 [1] Economic Growth Projections - The GDP growth for 2026 is forecasted to be 2.5%, an increase of 0.2 percentage points from previous estimates [1] - Household consumption and fixed asset investment are both expected to grow by 2.5% and 4% respectively [1] - Economic growth expectations for 2027 and 2028 are also maintained at 2.5% [1] Currency Exchange Rate Expectations - The exchange rate for the US dollar against the Chilean peso is anticipated to reach 895 within two months, with a slight decline to 890 over the next eleven months [1]
加纳仍欠独立发电企业超过7亿美元债务
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
(原标题:加纳仍欠独立发电企业超过7亿美元债务) 据加纳"乐在线"网1月13日报道。尽管此前加纳政府声称已支付大量款项清理能源领域的欠款,但 乐在线新闻研究发现,加纳政府仍欠独立电力生产商(IPP)超过7亿美元的历史债务。加政府此前宣布, 已于2025年偿清约14.7亿美元的能源行业债务,其中包括向独立发电企业(IPP)支付的3.93亿美元。然 而,乐在线新闻研究追踪的官方数据显示,现任马哈马政府继承了约14亿美元的IPP遗留债务,这些债 务随后在2025年进行了重组。加纳财政部长福森表示,此次重组涉及与独立发电企业(IPP)的负担分 担安排,从而大幅减免了债务。然而,乐在线新闻研究的独立核查显示,在扣除已结算的3.93亿美元 后,重组后的IPP债务仍有约7.07亿美元未偿付,这表明,相当一部分遗留债务尚未完全清偿。加政府 向国际货币基金组织(IMF)披露的信息显示,计划在4到5年内重新安排剩余款项的支付,加财政部长 预计该过程可在 2028年完成。 ...
东盟秘书长高金洪:越南在东盟数字化战略中展现引领作用
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
(原标题:东盟秘书长高金洪:越南在东盟数字化战略中展现引领作用) 越通社1月15日报道,在出席第六届东盟数字部长会议期间,东盟秘书长高金洪就越南及区域未来 数字发展接受越通社记者采访。 高表示,对东盟地区乃至全球而言,科技创新和数字化转型都是当前首要优先事项。越南党、国家 和政府对科技创新和数字化转型的目标,彰显出越南远见卓识,具有战略性敏锐思维。东盟正拟议《东 盟2045年愿景:共同未来》,这是一个旨在建设和平、繁荣、有韧性,致力于实现更深入的融合、可持 续发展,不让任何人掉队的东盟共同体的长期战略,越南非常积极地参与了该文件的起草。加强科技创 新和数字化转型,不仅为各成员国创造新的增长动力,也有助于提升东盟在充满变动的全球背景下的战 略自主能力、竞争力和地位。这些也是范明政总理在第六届东盟数字部长级会议开幕式发言时所强调的 内容,他完全支持。 第六届东盟数字部长会议讨论了《2030年东盟数字总体规划》,其愿景是将东盟打造成为具备竞争 力、连通性和包容性的全球数字中心。这是一份重要蓝图,不仅有助于缩小成员国间发展差距,还能开 辟新增长空间,提升竞争力,巩固东盟在全球数字价值链中的地位。东盟正积极推动《东盟数 ...
地缘经济对抗预计将成为2026年首要威胁
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
Core Insights - The World Economic Forum (WEF) identifies geopolitical economic confrontation as the largest risk for 2026, followed by inter-state conflict, extreme weather, social polarization, and the spread of misinformation [1] Economic Risks - Economic risks are expected to peak in 2026 and 2027, with concerns over economic slowdown, inflation, rising public debt, and asset bubbles under geopolitical tensions [1] Environmental Risks - The overall environmental risks remain severe, with extreme weather events, biodiversity loss, and significant changes in Earth's systems being the primary issues [1] - Approximately 75% of surveyed experts predict that environmental conditions will be extremely unstable in the coming years [1] Artificial Intelligence Risks - The risks associated with artificial intelligence are rapidly increasing, with concerns about its negative impacts on labor, safety, and social structures rising from 30th place in two-year forecasts to 5th place in ten-year outlooks [1]
智利2025年吸引外国直接投资超650亿美元
Shang Wu Bu Wang Zhan· 2026-01-16 16:10
智利比奥比奥电台网(Biobiochile)1月14日报道,2025年智利共有463个外国投资项 目,总投资额达656.89亿美元,较上年增长16.8%。能源领域(381.66亿美元)和矿业 (144.09亿美元)是主要投资方向,美国(190.9亿美元)为最大投资来源国。其次为 丹麦(113.07亿美元)和英国(76.58亿美元)。这些投资不仅创造了3,886个长期就业 岗位,而且84%的资金流向首都大区以外的地区,显示出外资在智利全国的广泛布局。 (原标题:智利2025年吸引外国直接投资超650亿美元) ...