全球数字经贸规则年度观察报告（2024年）

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Digital trade is increasingly recognized as a vital component of global trade, with its share in total exports rising to 13.8% in 2023, up 1.4 percentage points from 2022 [11] - The global digital trade rules are evolving, with "pure digital" agreements leading the way, reflecting a shift towards more flexible and efficient negotiation frameworks [4][25] - Emerging economies are beginning to play a significant role in shaping digital trade rules, with countries like Singapore, China, and India actively participating in the development of new regulations [4][39] Summary by Sections 1. New Situations Facing Digital Trade Rule Formulation - The importance of digital trade is growing, with geographical shifts in trade patterns, particularly towards Asia [10][12] - New digital technologies are driving changes in international trade methods, although disparities in global development remain pronounced [15] - The regulatory environment for digital trade is becoming increasingly stringent, impacting the pace of digital trade growth [19] 2. Overall Progress of Digital Trade Rules - A new multi-layered structure of global digital trade rules is emerging, characterized by multilateral, bilateral, and regional agreements [24][25] - There is a noticeable divergence in the progress of digital trade facilitation and liberalization topics, with consumer trust rules advancing more rapidly [34][35] - Emerging economies are starting to play a crucial role in rule-making, with a significant increase in the number of digital trade agreements signed in Asia [37][38] 3. Latest Trends in Key Rules and Issues - New technology rules are beginning to emerge, enhancing innovation cooperation and supply chain resilience [55] - Artificial intelligence has become a focal point, prompting discussions on new and existing regulatory frameworks [59] - Rules governing cross-border data flow are entering a new adjustment phase, with ongoing evolution in rule templates [65] 4. Outlook for Digital Trade Rules - The importance of digital inclusivity is expected to rise, with a focus on bridging the digital divide and enhancing access to digital technologies [74] - Environmental sustainability in the digital economy is becoming a new focal point, with international organizations emphasizing the need for sustainable practices [77] - The development of rules related to artificial intelligence and emerging technologies is gaining momentum, with various countries actively pursuing regulatory frameworks [79]