中国经济年报丨国际机构积极评价中国外贸韧性 看好中国资产潜力

Group 1 - The core viewpoint is that by 2025, China's economy is expected to become a stable and reliable driver of global economic growth, with international institutions providing positive evaluations of China's competitiveness [1][3]. - Experts predict that China's foreign trade will demonstrate resilience and vitality in 2025, injecting certainty into global trade, supported by domestic macro policy adjustments that stimulate internal demand [3][7]. - Morgan Stanley's chief economist for Asia anticipates that China's global export share will increase from 15% to 16.5% by 2030, driven by strategic planning and foresight in identifying future global economic demands [5]. Group 2 - Fitch Ratings experts note that policies aimed at addressing "involution" competition are positively impacting price stabilization and improving corporate profitability in certain industries [7][9]. - It is expected that in 2026, China will adopt a reasonable expansion of fiscal deficits and flexible monetary policies to boost domestic demand and create favorable conditions for improving corporate profits and household income [7]. - A study by Invesco reveals that 59% of sovereign wealth funds prioritize China as a high or medium investment market, a significant increase from 44% in 2024, with digital technology, advanced manufacturing, and clean energy being the most attractive sectors [11].