在当前工业与建筑业增长疲软的背景下，尼泊尔本财年前四个月的原材料钢铁进口额逆势增长5.87%， 达到近529.5亿卢比。与此同时，钢铁产品出口额却急剧下降72.74%，仅12.4亿卢比，而去年同期为45.7 亿卢比。业内分析指出，原材料进口增长与出口下滑并存的现象，反映了国内消费的实际增长，这与行 业所声称的建筑业放缓说法相悖。出口骤降的主要原因被归结为政策不稳定以及8%出口补贴政策的取 消。 ...

Core Insights - The Nepalese tax authority (IRD) reported over 4 billion NPR in tax refunds for the fiscal year 2081/82 (2024/25), primarily involving diplomatic missions, diplomats, international organizations, exporters, and project-based taxpayers [1] Group 1: Tax Refunds Overview - A significant portion of the tax refunds pertains to diplomatic missions and diplomats, with total refund applications amounting to 526.21 million NPR and actual refunds of 455.88 million NPR [1] - Taxpayers and projects submitted refund applications totaling 22.52 billion NPR, with the government approving and refunding 4.38 billion NPR [1] Group 2: Tax Refund Department Functions - The tax refund department is responsible for processing VAT refunds for diplomatic missions and diplomats, handling VAT refunds for international organizations granted tax-exempt status by the Ministry of Finance, and supervising refund-related activities of subordinate offices [1] - The department aims to expedite the VAT refund process for entities with diplomatic privileges by addressing policy and legal complexities through case submissions to higher authorities [1] Group 3: Process Optimization - To enhance efficiency, the government approved and implemented the "2080 Electronic VAT Refund Regulations for Diplomatic Missions, Diplomats, and Diplomatic Institutions" on October 20, 2023, facilitating electronic processing of tax refunds [1]

尼基础设施与交通部长吉星近日出席活动时表示，政府绝不容忍项目延期，将取消长期停滞不前的开发 项目合同，重新招标。他表示，政府还将加强与省级政府的项目协调，并尽快启动新修道路、桥梁和现 有道路维护工作。吉星还考察了塔纳胡水电项目、柯伊拉腊国家呼吸系统疾病中心等。 ...

Core Viewpoint - The reopening of the Tadbobani border post after a week-long blockade has significant implications for trade and the economy, particularly affecting the fruit industry due to substantial losses from spoiled goods [1] Group 1: Impact of the Blockade - The blockade was initiated due to the failure to implement an ecological landslide management agreement [1] - Approximately 300 containers of goods were stranded during the blockade, primarily consisting of fruits such as apples, kiwis, and grapes [1] - Reports indicate that around 40% of the fruits have rotted, leading to losses estimated at 300 million rupees, which poses a major economic setback for businesses [1] Group 2: Customs and Trade Recovery - Customs clearance operations have resumed, although the processing speed remains slow [1]

Core Viewpoint - The Nepal Rastra Bank (NRB) and the International Finance Corporation (IFC) have signed a memorandum of understanding focused on climate financing, aiming to enhance Nepal's climate financing strategy and implementation framework [1] Group 1: Agreement Details - The memorandum was signed at the NRB headquarters by NRB Executive Director Pankaj and IFC South Asia Country Manager for Advisory Services, Smith [1] - The agreement includes technical support from IFC to NRB for developing a climate financing strategy and implementation roadmap [1] Group 2: Project Implementation - The project will establish a phased execution framework for the climate financing strategy, with a focus on training and capacity building for the central bank and the broader financial sector [1] - The implementation period for the project is set to last until September 2028 [1] Group 3: Expected Outcomes - The initiative is expected to help address financial risks related to climate change and mobilize financial resources for climate adaptation in Nepal [1] - NRB Deputy Governor Mishra stated that the new agreement will significantly advance the development and implementation of Nepal's climate financing policies [1] - Smith expressed optimism about achieving substantial results in the formulation and practical application of the climate financing strategy through collaboration with the central bank [1]

Core Insights - The Nepali banking sector is facing challenges due to the rapid growth of digital banking and electronic payments, leading to a decline in foot traffic at physical branches [1] - The central bank of Nepal has allowed banks to merge nearby branches to reduce costs and improve profitability, indicating a shift towards digital transformation and streamlining of physical presence [1] Industry Overview - There are a total of 5,104 commercial bank branches, 1,134 development bank branches, and 291 financial company branches across Nepal [1] - Major urban areas such as Kathmandu, Lalitpur, Pokhara, Bharatpur, Biratnagar, and Birgunj account for 1,690 of these branches, highlighting a concentration of banking services in metropolitan regions [1] Challenges Faced - High rental, labor, and management costs are becoming burdensome for banks as customer traffic declines in physical locations [1] - The industry is experiencing a "want to close but difficult to close" dilemma, emphasizing the need for strategic adjustments [1]

三、加强政府补贴监管机制 政府将严格跟踪企业执行生产抵扣计划的情况，如未达成既定条件，将暂缓发放补贴，确保预算支出规 范审慎，降低财政风险。 四、允许政策阶段间生产衔接 据泰国头条新闻12月11日报道， 12月9日，泰国政府发布消息称，泰国内阁会议已批准国家电动汽车政 策委员会提出的电动车推广政策（EV3与EV3.5）调整方案。此次调整旨在提升政策执行灵活性，使其 更符合当前经济环境及国际市场竞争，同时防止国内电动车因产能扩张过快而出现供给过剩及价格战风 险，加快推动泰国迈向全球电动汽车生产基地目标。 调整要点主要包括以下五方面： 一、延长国产电动车上市与注册期限 EV3政策支持车型须在2025年12月31日前完成销售，并可延长至2026年1月31日前完成上牌登记；EV3.5 政策支持车型须在2027年12月31日前销售，并可延长至2028年1月31日前登记，以便企业灵活安排生产 与交付。 二、优化出口抵扣生产比例 为鼓励企业拓展海外市场，出口电动车产量可按实际数量的1.5倍计入国内生产抵扣量，且允许将出口 履约期限顺延至次年6月30日，有助于稳定企业生产计划。 获得EV3政策支持的企业可在符合条件的情况下延 ...

Core Viewpoint - The Thai Ministry of Commerce, in collaboration with the Ministry of Tourism and Sports, launched the "Sim-Shop-Cheer" campaign to support local businesses during the Southeast Asian Games and ASEAN Para Games, aiming to generate over 20 million baht in sales [1] Group 1 - The campaign will involve 100 small and medium-sized enterprises (SMEs) particularly in the seven provinces along the Thai-Cambodian border [1] - The initiative focuses on selling food, daily necessities, and souvenirs near the event venues to help businesses affected by the border situation [1] - The expected total sales from this campaign are projected to exceed 20 million baht [1]

据泰国头条新闻12月9日报道，12月8日，泰国商业部部长素帕姬召开记者会，公布其上任2个月以 来，"Quick Big Win"(大速赢)政策的成果。她表示，在此期间，7大核心政策全面推进，累计为国家创 造经济价值355.1亿铢，相当于GDP的0.18%。 素帕姬进一步表示，本届政府将继续推动7大政策，预计全年经济贡献将达919.56亿铢，约占GDP的 0.46%。对于2025年的出口数据，商业部预计将超过两个此前设定的目标，分别为3329.821亿美元，同 比增长10.7%；以及3349.821亿美元，同比增长11.4%。 ...

Core Insights - Morocco's government plans to invest $137 million to develop its entrepreneurial ecosystem as part of the "2030 Digital Strategy" [1] Investment Allocation - $75 million will be allocated for entrepreneurship support projects [1] - $45 million will be directed towards venture capital initiatives [1] - $7 million will be used for the development of a technology park network [1] Goals and Objectives - The aim is to nurture 1,000 startups by 2026 and 3,000 by 2030 [1] - The entrepreneurship support projects will be integrated with the technology park network to provide comprehensive assistance [1] Regional Innovation and Inclusion - Special measures will be implemented to promote regional innovation ecosystems and support local entrepreneurship [1] - Initiatives include a digital inclusion program for rural areas and the establishment of the Jazari Institute [1] Strategic Focus - Morocco is committed to enhancing its regional influence in digital innovation, responsible AI, and future industries through continuous investment, regulatory reforms, and deep international cooperation [1]