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贸易强国与新质生产力相互赋能
Guo Ji Jin Rong Bao·2025-08-18 02:32

Core Viewpoint - The global economic and trade landscape is undergoing profound restructuring, with the U.S. deviating from its long-standing advocacy for trade liberalization, imposing tariffs on various trade partners, including China, which exacerbates trade policy uncertainty and severely impacts the global economy [1] Group 1: New Quality Productivity - New quality productivity has emerged as a core support for China's trade resilience, with a 2.9% year-on-year increase in goods trade and a 7.2% increase in exports in the first half of the year [2] - Exports of electromechanical products grew by 9.5%, accounting for 60% of total exports, with high-end equipment exports increasing by over 20% [2] - The export of industrial robots surged by 61.5%, and green low-carbon products saw a 12.7% increase, indicating robust development in new quality productivity [2] Group 2: International Trade Dynamics - New quality productivity has become a "hardcore backing" for China in international economic and trade negotiations, with significant global competitiveness in key industries such as rare earths [3] - China holds 48.4% of global rare earth reserves and 68.5% of annual production, establishing a complete industrial chain from mining to deep processing [3] - The dependency of the U.S. and Japan on Chinese rare earths for critical industries highlights the strategic importance of new quality productivity in trade [3] Group 3: Trade Power Construction - Trade power construction is proactive in paving the way for the development of new quality productivity, facilitating a "technology-industry-trade" cycle [4] - The rapid growth of high-end equipment and green products in export data reflects global market demand for new quality productivity, which in turn stimulates R&D investments [4] - Trade interactions foster technological exchanges and cooperation opportunities, enhancing the flow of innovative elements and supporting the development of new quality productivity [4] Group 4: Industrial Upgrading and Global Integration - The development of new quality productivity relies on trade platforms to achieve "scale leap," integrating global resources and embedding domestic industries into high-end global value chains [5] - China's transition from a resource advantage to a technology advantage in the rare earth industry exemplifies the role of international trade in expanding market demand and driving technological upgrades [5] - The enhancement of rule-making power through increased trade influence supports the "safe development" of new quality productivity, creating a stable environment for technological innovation and industry protection [5] Group 5: Strategic Integration - The mutual empowerment of trade power and new quality productivity is a strategic choice for China to respond to challenges and seize opportunities in the restructured global economic landscape [6] - New quality productivity provides core momentum and discourse power for trade power construction, while trade power construction expands market space and improves the industrial ecosystem for new quality productivity [6]