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财经观察:外媒热议中国2025年经济亮点
Huan Qiu Shi Bao· 2025-12-30 22:34
【环球时报记者 倪浩 环球时报驻韩国特约记者 黎枳银 环球时报特约记者 任重】2025年,美国关税政策持续冲击多边贸易体系;人工智能(AI) 领域全球投资热情高涨,但泡沫风险引发警惕;经济不确定性和对美元信用风险的担忧推高国际金价。在此复杂背景下,多家外媒岁末刊发报道 认为,中国经济在2025年展现出韧性与活力,股市表现、AI大模型发展、软实力出海等多个领域亮点纷呈,正吸引国际企业与市场共同聚焦并期 待未来的"中国机遇"。 化解外部冲击,外贸韧性十足 2025年,美国挑起关税摩擦是贯穿全年的世界经济话题,众多国家面临高关税抑制需求的挑战。在这一背景下,今年2月至11月,中国货物贸易进 出口已连续10个月保持增长。高盛在近期的报告中预测,2025年全年中国出口同比增速有望达到8%,将进一步凸显中国产品在全球市场中的竞争 力。 燃市场做多热情。同时,中国在中美贸易对峙中展现出来的在稀土等领域的优势,进一步提振了市场情绪。贝莱德、富达国际等海外基金公司纷 纷表示,明年中国市场可能迎来更多资金流入,有望进一步推动实体经济增长。 彭博社在报道中说,面对美国的关税政策,中国通过积极拓深欧洲、拉美、非洲及其他海外市场,基本 ...
外资机构热议中国资产“机遇期”
IMF总裁格奥尔基耶娃还表示,在更有力的政策支持下,中国经济未来将会实现更强劲的增长,"预计 未来几年,中国对全球经济增长的贡献率有望保持在30%左右"。 渣打银行财富管理团队表示,维持对中国股票的超配立场。获益于企业治理的改善,以及针对科技创新 的政策支持,中国股票在亚洲(除日本)市场中将表现出色。 瑞银财富管理投资总监办公室同样提到"把握中国机遇"。该机构表示,由于盈利强劲、流动性充裕、政 策支持且估值具有吸引力,继续看好中国市场。预计人工智能领域的创新和支出,将推动中国科技行业 2026年盈利大幅增长。此外,中国股市估值仍低于全球同类市场,也远低于历史高点,具备上调潜力。 (上接1版)近期,亚洲市场取得多项重要进展:韩国将企业价值提升计划纳入法律框架,新加坡则致 力于提升股息支付水平并优化上市流程。这些举措旨在优化资本配置、释放被低估的企业价值,并提升 股东回报。 积极把握中国机遇 "把握中国机遇"成为外资机构布局的高频词。 德意志银行中国区首席经济学家熊奕在报告中提到,2025年是重塑中国长期经济前景的关键之年,也是 充分展现中国科技实力的一年。关于2026年中国经济增长的驱动力,熊奕认为,消费将继续 ...
李君如:中国的机遇就是全球的红利
Xin Lang Cai Jing· 2025-12-24 22:54
中国的社会政治稳定和国家安全是世界发展的机遇。中国多年来创造的经济快速发展的奇迹,与社会长 期稳定是有内在联系的。与此同时,中国深知发展是硬道理,安全也是硬道理。没有国家总体安全就没 有国家的持续发展。中国"十五五"时期,也是整个世界处于变乱交织加剧和不确定性增加的历史时期。 在这样的国际环境中,在中国共产党领导下,中国将延续长期保持社会政治稳定和国家总体安全的伟大 奇迹。而这个奇迹所释放的红利,不仅是全方位的,而且必将造福世界各国人民。 总之,中国的今天很辉煌,中国的明天将更辉煌。中国"十五五"提供给世界的机遇,就是中国"十五 五"释放的全球红利。(作者是原中共中央党校副校长) 在"十五五"时期,中国将进一步对接国际高标准经贸规则,以服务业为重点扩大市场准入和开放领域, 扩大单边开放领域和区域。需要指出的是,"十五五"时期的开放,是制度型的开放。例如,我们不仅缩 减外资准入负面清单,而且明确"准入又准营",还鼓励外资在中国境内再投资。显然,这样的"中国机 遇",正是中国向世界释放的"全球红利"。 中国超大规模市场和高水平市场经济体制是世界发展的新机遇。全球投资人和经营者中已普遍形成共 识,无论是商品还是投资 ...
2025北京金融街中外交流活动成功举办 共话全球资产管理与中国机遇
Zheng Quan Ri Bao Wang· 2025-11-11 10:40
Core Insights - The event focused on "Long-term Capital Global Asset Management and Opportunities in China," emphasizing structural opportunities in the Chinese market amid global economic transformation [1][2] - Discussions highlighted China's large economic scale, comprehensive industrial chain, ongoing financial opening policies, and innovation in high-tech and green finance as key factors attracting global long-term capital [1][2] Group 1: Global Capital and China - Global sovereign capital and investment institutions are increasingly viewing China as a significant option for long-term allocation due to its economic resilience and high-quality development path [2] - The low volatility of RMB assets is seen as providing unique risk diversification and stable returns in global asset portfolios [2] Group 2: Future Directions and Collaboration - ESG investment, technological innovation, and industrial upgrading are identified as key areas for medium to long-term capital cooperation [2] - The event served as a platform for enhancing cooperation consensus and boosting international capital confidence in the Chinese market, laying a solid foundation for deeper cross-border capital collaboration [2] Group 3: Organizational Role - The event is part of the "2025 Financial Street Forum Series" and reflects the efforts of the Financial Street Cooperation Development Council's International Cooperation Committee to promote international financial exchanges [2] - The International Cooperation Committee aims to build cross-border platforms, deepen international exchanges, and promote resource sharing, becoming a crucial support for the internationalization of Financial Street [2]
进博境外参展商期待明年再参展 “中国机遇”具象化了
Yang Shi Wang· 2025-11-10 04:08
Group 1 - Over 4,000 foreign exhibitors showcased their products and services at the China International Import Expo (CIIE), highlighting the event as a significant opportunity for economic cooperation and insight into the Chinese market [1] - New Zealand's Trade and Investment Minister Todd McClay announced plans to bring more business delegations next year, increasing from 80 to potentially over 100 companies, emphasizing the expo as a prime opportunity for understanding the Chinese market [3] - Panasonic's Global Vice President noted the ease of understanding the changes in the Chinese market and recognized China as not only a consumer and manufacturing powerhouse but also an innovation leader [5] Group 2 - The CEO of Spain's Baiki Natural Nutrition Company observed larger exhibitor scales and recognized the Chinese government's efforts to enhance cross-border e-commerce, presenting significant opportunities for multinational companies [7] - The CEO of Zespri International reported a doubling of sales in China since participating in the expo, viewing China's five-year plan as an excellent market expansion opportunity [9] - GSK's Vice President for China highlighted the integration of 80% of their R&D projects in China into global initiatives, aiming to leverage local partnerships for mutual benefits [11] Group 3 - Nikon's Global Senior Vice President emphasized China's position as the world's largest market, strengthening ties with Chinese consumers through participation in the expo [13] - The CEO of Casey Group expressed a sense of vitality and growth, noting accelerated investments in China since attending the expo two years ago [15] - KPMG's partner reported that 88% of foreign enterprises have increased confidence in China's economic growth over the next three years, a significant rise of 17 percentage points from the previous year, with many CEOs planning to increase investments in China [17]
当好桥梁共享中国机遇 2025“侨连五洲·沪上进博——与中国机遇同行”主题活动举行
Jie Fang Ri Bao· 2025-11-08 02:08
Core Insights - The event "Connecting the World: Opportunities with China" was held on November 7, 2025, as part of the China International Import Expo, attended by over 200 representatives from nearly 70 countries and regions [1] - High-ranking officials emphasized the importance of overseas Chinese in seizing opportunities in China and acting as a bridge to share the Chinese narrative globally [1] Group 1 - The event aims to leverage the strengths of Shanghai and the Import Expo to contribute to high-quality development and optimize the business environment in Shanghai [1][2] - Officials encouraged overseas Chinese to identify synergies between their businesses and China's development, highlighting the role of overseas Chinese in utilizing their intelligence and resources [1] - The event serves as a platform for overseas Chinese leaders and entrepreneurs to enhance collaboration and share insights for mutual growth [1]
硬核新品”首发首秀 朝阳区300余家企业开启“进博”时刻
Bei Jing Shang Bao· 2025-11-06 06:34
Core Insights - The 8th China International Import Expo (CIIE) officially opened on November 5, showcasing over 36.7 million square meters of exhibition space with participation from 290 Fortune 500 and industry-leading companies [1][2] - The event serves as a platform for international trade cooperation, allowing companies to display their latest products and seek collaboration opportunities [1][2] Group 1: Event Overview - The CIIE features six major exhibition areas including medical devices, automotive, technology equipment, consumer goods, agricultural products, and service trade, along with an innovation incubation area [1] - Key companies such as Olympus, Tesla, and Siemens are presenting their latest innovations, with Olympus focusing on medical technology and Tesla showcasing its Cybertruck [2] Group 2: Economic Impact - Chaoyang District, as Beijing's primary area for foreign trade, has attracted significant foreign investment, with 399 new foreign enterprises established from January to September 2025, leading the city [3] - The district's actual foreign investment reached $1.98 billion during the same period, also ranking first among all districts in Beijing [3] - Chaoyang's total import and export volume for the first nine months of 2025 was 936.13 billion yuan, accounting for 38.9% of the city's total, with both import and export values leading the city [3]
“硬核新品”首秀,北京朝阳300余家企业开启“进博会时间”
Xin Jing Bao· 2025-11-05 14:31
Group 1 - The 8th China International Import Expo (CIIE) opened on November 5, showcasing over 36.7 million square meters of exhibition space with participation from 290 Fortune 500 and industry-leading companies, marking a historical high in both exhibition area and number of exhibitors [2] - Beijing Chaoyang District organized a delegation of over 300 enterprises to participate in the expo, aiming to promote international trade cooperation and share new development opportunities with the world [1][2] - Olympus, Tesla, and Siemens highlighted their latest innovations at the expo, with Olympus focusing on medical technology, Tesla showcasing its Cybertruck, and Siemens presenting digital solutions for sustainable transportation [1] Group 2 - The expo serves as a significant platform for companies to display products, expand markets, enhance communication, and realize value, with Chaoyang District being a key area for international consumption in Beijing [2] - Tesla's Cybertruck, set to be produced by 2026 with an expected cost below $30,000, attracted attention with its unique design [1] - Siemens emphasized its commitment to sustainable development in transportation through innovative digital solutions [1]
习言道 | 会晤特朗普,习近平谈到四中全会
Zhong Guo Xin Wen Wang· 2025-10-31 08:23
Core Viewpoint - The meeting between Chinese President Xi Jinping and U.S. President Donald Trump highlighted China's economic development and its commitment to sharing opportunities with the world, emphasizing the importance of cooperation over confrontation [2][8]. Group 1: Economic Development - The 20th Central Committee of the Communist Party of China approved a five-year national economic and social development plan, showcasing China's long-term strategic vision [2]. - China's GDP growth rate for the first three quarters of the year reached 5.2%, with a 4% increase in global goods trade imports and exports, reflecting resilience in overcoming internal and external challenges [3][6]. Group 2: Openness and Reform - The 14th Five-Year Plan emphasizes "expanding high-level opening up," balancing China's needs with global expectations, and aims for qualitative and reasonable quantitative economic growth [6]. - Xi Jinping reiterated the commitment to deepen reforms and expand openness, which is expected to create broader opportunities for China-U.S. cooperation [6]. Group 3: Cooperation and Global Impact - The meeting underscored the need for both countries to focus on long-term benefits of cooperation, as a stable and healthy U.S.-China relationship is crucial for global stability [8][10]. - Xi Jinping's remarks suggest that both nations should act as partners and friends, which is essential for addressing current global challenges [9][10].
美国双胞胎兄弟各娶一国妻子:一个留美娶美籍女孩,一个来中国成家,10 年后境遇天差地别!
Sou Hu Cai Jing· 2025-10-05 10:26
Core Points - The article explores the divergent life paths of twin brothers, Mike and Alan, who made different choices ten years ago, leading to contrasting experiences in the U.S. and China [1][2][3] Group 1: Initial Choices - Mike, the elder brother, chose to stay in the U.S., marrying Sarah and pursuing a stable career in a local tech company, believing in the "American Dream" [4][5][6] - Alan, on the other hand, decided to move to China for a job opportunity, driven by curiosity about Eastern culture and the desire for a different life experience [4][6][8] Group 2: Life Developments - Mike and Sarah settled in a quiet suburb, where they had a child and Mike advanced to a regional manager position, while Sarah became a stay-at-home mom [13][15] - Alan and Lin Jing's life in Shanghai was fast-paced, with Alan rising to a core management role in a startup, leading to a significant increase in income [16][17] Group 3: Challenges and Conflicts - Mike faced financial pressures and marital conflicts due to differing spending habits and future planning concerns, leading to increased tension in their relationship [20][22][34] - Alan encountered challenges related to work-life balance and educational pressures for their daughter, which created friction in his marriage with Lin Jing [23][24][40] Group 4: Crisis Points - Mike experienced sudden job loss due to company restructuring, leading to financial strain and marital discord as Sarah struggled to find work after years as a homemaker [33][34] - Alan's company faced regulatory challenges due to geopolitical tensions, impacting his role and creating uncertainty about the future [36][37] Group 5: Turning Points - Both brothers began to reassess their situations; Mike sought new opportunities and started a community service business with Sarah, which improved their relationship [44][46] - Alan leveraged his network to find a new job opportunity that aligned with his skills, allowing him to thrive in a different market [47][48] Group 6: Conclusion - After two years, Mike and Sarah found stability and happiness through community engagement, while Alan achieved professional success and deeper cultural integration in China [48][49] - The article concludes that both brothers, despite their different paths, found fulfillment and resilience in their respective journeys [50][51][53]