该计划由HD现代重工与韩亚银行共同出资，贸易保险公社提供担保支持。双方合计出资280亿韩 元，在此基础上，贸易保险公社将提供总额达4000亿韩元的优惠担保。资金支持对象为HD现代重工推 荐的合作中小企业，企业可享受利率最高下调2.4个百分点、最长3年的贷款条件。 （原标题：韩国启动4000亿韩元造船出口供应链担保计划） 据韩国《国际新闻》1月23日报道, 为提升韩国造船产业的出口竞争力并促进大企业与中小企业共生 发展，韩国政府启动规模达4000亿韩元的造船出口供应链担保支持计划。产业通商部23日在蔚山市政府 举行《造船出口供应链担保支持业务协议》签约仪式，产业通商部部长金正官、蔚山市市长金斗谦，以 及HD现代重工、韩亚银行、韩国贸易保险公社（K-SURE）等机构负责人出席。 金正官表示，该项目是企业主导、金融机构与公共机构共同参与的"一体化（One-Team）合作典范"。 政府将推动这一共生金融模式向整个造船业及东南部造船产业集聚区扩散，并计划近期发布"K-造船生 态体系竞争力强化战略"，进一步提升中小造船企业和船舶配套企业的整体竞争力。 ...

2026年1月26日，《毛里塔尼亚国家通讯社》报道称，国民议会审议批准六项关于水利、电力和道 路等项目融资协议的法律草案：一是批准2025年12月15日毛与阿拉伯经济社会发展基金签署的贷款协 议，用于支持"Aftout Essahili"项目框架下努瓦克肖特市饮用水储输能力提升工程，贷款金额约为15.5亿 新乌吉亚，偿还期为30年，其中包括4年宽限期，贷款已支取尚未偿还余额年利率为3.75%，未支取余 额年承诺费为0.25%；二是批准2025年12月15日毛与阿拉伯经济社会发展基金签署的贷款协议，用于修 复廷坦市（Tintane）经艾因法尔巴（Ain Varba）至图伊尔市（Touil）的120公里柏油路和建设勒基兹市 （R'Kiz）至恩泰卡内（N'Teikane）巴祖勒镇（El Bezoul）公路，贷款金额约为25.8亿新乌吉亚，偿还 期为30年，其中包括4年宽限期，贷款已支取尚未偿还余额年利率为3.75%，未支取余额年承诺费为 0.25%；三是批准2025年12月13日毛与沙特发展基金签署的贷款协议，用于资助毛与马里电网互联及配 套光伏电站开发项目，贷款金额约为22.63亿新乌吉亚，其中包括300万欧元赠 ...

Group 1: Non-Oil Exports and Trade Performance - Saudi Arabia's non-oil exports, including re-exports, increased by 20.7% year-on-year in November 2025, while non-oil exports excluding re-exports grew by 4.7% [1] - The total value of re-exported goods surged by 53.1%, with machinery, electrical equipment, and parts seeing an impressive increase of 81.9%, accounting for 51.5% of total re-exports [1] - The ratio of non-oil exports, including re-exports, to imports rose to 42.2% in November 2025, up from 34.9% in November 2024 [1] Group 2: Export and Import Composition - In November 2025, Saudi Arabia's total goods exports increased by 10.0%, with oil exports rising by 5.4%, leading to a decrease in the oil export share of total exports from 70.1% to 67.2% year-on-year [1] - The main non-oil export products included machinery and electrical equipment, which constituted 24.2% of non-oil exports and grew by 81.5%, followed by chemical products at 20.3%, with a modest growth of 0.5% [1] - On the import side, machinery and electrical equipment accounted for 30.7% of total imports, increasing by 8.6%, while transport equipment made up 14.4% of imports, growing by 2.2% [1] Group 3: Trade Partners - China emerged as the largest export destination for Saudi Arabia, representing 13.5% of total exports in November 2025, followed by the UAE at 11.7% and Japan at 9.9% [2] - In terms of imports, China was the leading source of goods for Saudi Arabia, making up 26.7% of total imports, with the USA and UAE following at 10.2% and 6.2%, respectively [2] - The top ten export destinations accounted for 71.4% of Saudi Arabia's total exports, while the top ten import sources represented 68.6% of total imports [2]

自2024年4月推出以来，ZiG作为以黄金和外汇储备支持的结构性货币，在2025年取得显著成效， 有效抑制通胀并稳定汇率，年通胀率从7月的95.8%大幅降至12月的15%，月通胀率维持在低位。进入 2026年后，ZiG对美元小幅升值。央行表示，将在2026年一季度末至二季度初推出更安全耐用的新纸 币，以支持货币转型。同时，津巴布韦已立法允许多币制持续至2030年底，在推动本币主导地位的同 时，继续合法使用美元，为经济稳定和长期发展留出缓冲空间。 （原标题：津巴布韦储备银行将在实行单一货币制之前巩固货币稳定性） 《先驱报》1月23日报道，津巴布韦央行表示，将继续坚定推进向单一货币制度过渡，但强调这是 一个分阶段、循序渐进的过程，而非一蹴而就。津央行行长穆沙亚万胡指出，只有在关键经济基本面满 足条件情况下，才会启动单一货币转型，包括持续的个位数通胀、足以覆盖3至6个月进口的外汇储备、 高效统一的外汇市场、围绕津格（ZiG）的稳定汇率，以及更强的ZiG使用需求、稳健的金融体系和严 格的财政与货币政策协调。 ...

阿尔-霍盖尔指出，未来3年利雅得计划新建超过30万套住房，并补充说，到2025年底，已有超过30 万套住房在16个城市交付使用，住房支持计划惠及超过100万人。 他同时说，在完善的监管框架内实施非沙特籍人士拥有房产的制度，能够提升房地产市场的吸引 力，并确保其长期可持续发展。 （原标题：2025年沙特家庭住房拥有率超过66%） 沙通社1月26日报道，沙特市政和住房大臣兼房地产总局董事会主席马吉德·阿尔-霍盖尔在第五届 房地产未来论坛（RFF 2026）开幕式上强调，沙特已成功构建了一套智能且平衡的房地产体系，助力 沙特家庭住房拥有率从2016年的47%提升至2025年底的66%以上。 ...

Economic Growth Forecast - Thailand's economy is projected to grow by 2.0% this year, consistent with previous expectations [1] - The growth rate is expected to slow to 2.2% in 2025, down from 2.5% in 2024 [1] Export Performance - Exports are anticipated to increase by 1.0% this year, a revision from an earlier forecast of a 1.5% decline [1] Currency and Inflation - The Thai Baht has appreciated approximately 1.4% against the US dollar this year, with a projected increase of 9% by 2025, impacting export and tourism competitiveness [1] - Overall inflation rate for this year is forecasted at 0.3%, revised down from 0.5% [1] Tourism Outlook - The number of foreign tourists visiting Thailand is expected to reach 35.5 million this year, consistent with prior estimates, compared to 32.9 million last year [1] Trade Tariffs - The US imposes a 19% tariff on goods imported from Thailand, aligning with practices in other regional countries, but uncertainties remain regarding tariffs on goods transiting through Thailand from third countries [2]

Core Insights - Saudi Arabia is considering a complete restructuring of its mega project Neom to enhance project execution efficiency and alleviate asset pressure on the Public Investment Fund (PIF) [2] Group 1: Restructuring Plans - One proposed restructuring plan involves transferring control of Neom's main assets to other state-owned entities [2] - The restructuring aims to change contractors and suppliers' timelines and budgets [2] Group 2: Management Changes - If approved, Saudi Aramco will take over the oversight of Neom's port and industrial zone Oxagon [2] - The mountain skiing resort Trojena will be jointly managed by the Saudi Ministry of Sports and Qiddiya Investment Company [2] - The island resort and yacht center Sindalah will be managed by Red Sea Global, which is also developing the luxury Red Sea and Amaala projects [2]

为提升效率，两国海关系统将进行整合，以加快货物通关流程。坦桑尼亚方面对此表示欢迎，并承 诺全力推动该安排，旨在加强双边贸易关系。此举措有望降低南苏丹对单一港口的依赖，增强其供应链 的韧性与多样性。 （原标题：南苏丹在坦桑尼亚获港口用地） 2026年1月22日，南苏丹税务局局长安尤恩与坦桑尼亚税务局局长朱马在坦桑尼亚签署联合公报， 达成此项合作。双方同意将达累斯萨拉姆港作为主要入境口岸，坦噶港协同运作，大部分货物未来将通 过这两个港口转运。 非洲报刊2026年1月25日消息 南苏丹税务局近日宣布，已在坦桑尼亚的达累斯萨拉姆港和坦噶港获 得专用土地，用于处理运往南苏丹的货物。此举标志着南苏丹正式开辟除肯尼亚蒙巴萨港之外的新进口 通道。 ...

Core Insights - The meeting between the government of São Paulo and the Social Consultation Council focused on the main directions of the 2026 national budget, economic conditions, and issues affecting workers' interests [2] Economic Growth Projections - The economic growth rate for 2024 is projected at 1.1%, with an acceleration to approximately 2.9% in 2025, and further improvement to about 4.7% in 2026 [2] Inflation Trends - The annual inflation rate for October 2025 is estimated to be around 12.1%, indicating a high but declining trend in inflation [2] Wage Adjustments and Labor Issues - The meeting highlighted the issue of wage adjustments, particularly noting that the private sector has not made any wage adjustments since 2016, which has significantly impacted workers' purchasing power [2] - The review of the minimum wage system was identified as an important topic for future budget discussions, especially in light of inflation and cost of living pressures [2]

在投资方向上，政府将向AI与深度科技领域重点投入1.3万亿韩元，推进"下一代独角兽培育项 目"，通过分阶段定制投资、追加设立初创与扩张基金，以及新建民官联合的独角兽候选企业专用基 金，单一企业最高可获得600亿韩元以上支持。同时，新设海外进军基金，联动海外大型风投机构，支 持本土初创企业拓展全球市场。 为缩小地区差距，政府将向区域成长基金出资2300亿韩元（历史最高），由地方企业、大学、金融 机构和地方政府共同参与，计划每年在约4个地区设立母基金和子基金，力争2026—2030年间累计形成 3.5万亿韩元以上的区域子基金规模。与此同时，政府还大幅加强退出市场建设，将二级市场与并购基 金出资规模扩大至1200亿韩元，通过股权流动化与企业承接并购，构建"投资—回收—再投资"的良性循 环体系。 据韩国《政策简报网》1月23日报道, 韩国政府将通过母基金出资方式，筹集总规模达4.4万亿韩元 的风险投资基金，全面强化人工智能（AI）与深度科技独角兽培育、区域风险投资扩大以及退出市场 活化等创投生态。中小企业和初创企业部23日表示，将根据《2026年母基金第一次定期出资公告》，联 合文体观光部、海洋水产部和韩国风险投资公 ...