付凌晖谈三个“不变”

Core Viewpoint - The recent agreement between China and the U.S. to significantly reduce tariffs is expected to positively impact trade growth between the two countries and support global economic recovery [2]. Group 1: Economic Environment - The international environment remains complex and severe, with rising unilateralism and protectionism impacting global economic growth [2]. - Despite external pressures, China's economy maintains a long-term positive outlook, supported by coordinated macro policies and innovation [6]. Group 2: Trade Performance - In the first four months of the year, China's total goods import and export volume increased by 2.4%, with a notable acceleration in April, where the growth rate reached 5.6% [4]. - Exports in April alone grew by 9.3%, indicating strong performance despite external challenges [4]. Group 3: Trade Diversification - Although trade with the U.S. has declined, trade diversification efforts have led to increased imports and exports with ASEAN and Belt and Road countries, with ASEAN trade growing by 9.2% in the first four months [5]. - The ability of China's foreign trade to withstand external pressures reflects a solid industrial foundation and strong competitive advantages in the global supply chain [5]. Group 4: Policy Support - The government has enhanced support for foreign trade enterprises through policies such as export tax rebates and financial assistance, creating a favorable environment for trade development [5]. - The implementation of proactive macro policies has expanded market demand, boosted production, and supported innovation, contributing to a growing consumer base [6].