Workflow
区域经济一体化
icon
Search documents
美加税冲击经济信心,多国GDP衰退下滑,亚太国家决心抱团应对贸易风险
Huan Qiu Shi Bao· 2025-05-16 22:49
【环球时报驻韩国、新加坡特约记者 黎枳银 辛斌】在美国加征关税压力持续存在的背景下,日本、韩国等亚太多国GDP和贸易出现衰退或下滑趋势。日本 16日宣布其第一季度GDP按年率下降0.7%。韩国权威智库首次预测今年经济增速将降至0.8%,引发"经济衰退"担忧。亚太经合组织(APEC)15日发表报告 警告称,受美国关税政策影响,今年亚太贸易增长可能几乎停滞。不过,与多国对美贸易萎缩相反,这些国家对中国的出口增长明显,中国成为多国经济增 长的重要支撑。与此同时,亚太多国之间,特别是多国与中国正加紧升级自贸协定的谈判,以深化区域经济一体化。16日,APEC贸易部长会议通过联合声 明,与会各方强调加强区域合作,加快自贸协定谈判,以应对当前全球经济环境的不确定性。 正如APEC报告所预测,受美国关税政策影响,亚太多国经济增长面临压力。日本政府16日公布第一季度GDP数据,第一季度GDP环比下降0.2%,按年率下 降0.7%。第一季度出口下降0.6%。《日经亚洲评论》称,这是日本GDP一年来首次出现萎缩。虽然这主要是受通胀高企导致消费乏力影响,但接受日经调 查的众多经济学家担忧,美国关税影响将导致日本GDP全年萎缩0.4至 ...
商务部副部长李成钢:APEC各方要大力推动区域经济一体化进程
news flash· 2025-05-16 06:50
Core Viewpoint - The APEC parties are urged to promote regional economic integration by adhering to principles of openness, inclusiveness, and mutual benefit [1] Group 1: Trade and Investment - APEC members should deepen cooperation in trade and investment liberalization and facilitation [1] - The role of artificial intelligence in enhancing trade facilitation is emphasized, aiming to create an open and cooperative supply chain system [1] Group 2: Supply Chain and Standards - There is a call to build an open, inclusive, efficient, and stable global supply chain to provide a stable, fair, transparent, and predictable development environment for businesses [1] - The importance of deepening regional supply chain connectivity and promoting standard alignment is highlighted to achieve deeper interconnectivity [1]
江苏南京:好产品不分内外 好市场就在脚下
Nan Jing Ri Bao· 2025-05-11 01:21
Group 1 - The "Foreign Trade Quality Products Nanjing Event" showcased around 160 high-quality foreign trade companies from the Nanjing metropolitan area, highlighting the vibrant market and consumer interest in foreign products [1] - Nanjing Codier International Trade Co., Ltd. is actively transitioning to domestic sales after successful participation in recent trade shows, indicating a strong domestic market potential [1][2] - The event facilitated cross-regional cooperation among 42 companies from neighboring cities, promoting resource sharing and collaborative development within the metropolitan area [2] Group 2 - Major retailers such as Red Star Macalline and CR Vanguard participated in the event, with over 60 types of foreign trade products now available in Suqian stores, significantly reducing the product introduction cycle to 14 working days [3] - Jiangsu Yijian Tong Information Technology Co., Ltd. is expanding its sales categories beyond digital products, aiming to create win-win situations for foreign trade companies through its enterprise purchasing platform [3]
京滨城际天津机场2号隧道即将贯通
Group 1 - The "Jingbin Innovation" shield machine has successfully excavated 3.5 kilometers of the Tianjin Airport No. 2 tunnel, which is a key control project of the Jingbin Intercity Railway [1] - The total length of the tunnel is 8,663 meters, with the shield section measuring 7,510 meters, indicating significant progress in the construction [1] - The project team has implemented advanced construction technologies such as intelligent excavation control and green slurry treatment to address the complex geological conditions and enhance excavation efficiency [1] Group 2 - The Jingbin Intercity Railway is a crucial part of the intercity railway passenger network in the Beijing-Tianjin-Hebei region, with the first phase already operational since December 2022 [2] - Once fully operational, the railway will create a large integrated transportation hub at Tianjin Binhai International Airport, facilitating seamless transfers between air and rail travel [2] - The railway will connect with other lines, such as the Jing-Tang Intercity Railway, further improving the regional transportation network and supporting economic integration in the area [2]
乍得—喀麦隆:杜阿拉—恩贾梅纳铁路走廊进入筹备阶段
Shang Wu Bu Wang Zhan· 2025-05-10 16:48
Core Points - Chad and the UAE signed a memorandum of understanding to implement a railway project connecting N'Djamena and the port of Douala in Cameroon, with the aim of enhancing strategic infrastructure through technical and financial support from the UAE [2] - The project includes data collection on expected freight volumes, updating feasibility studies by June 2025, and establishing a timeline by December 2025 [2] - Cameroon has been in discussions with Etihad Rail since January 2025, and previous feasibility studies have explored various technical options for the railway [2] - The estimated cost of the railway project exceeds $4.46 billion [2] - The railway project complements ongoing logistics investments, including the recently opened Ayguah-Bongor Bridge, which cost $159 million, and a 226-kilometer road project to the Cameroon border costing €994 million [2] - These infrastructure developments aim to create a multimodal corridor between Douala and N'Djamena, identified as a priority under the Economic Community of Central African States integration initiative and the African Continental Free Trade Area framework [2] Industry Insights - Chad is a landlocked country heavily reliant on the Douala port for foreign trade, with over 80% of its imports transported through this port [3] - In 2023, Chad accounted for 39.3% of Cameroon's exports to Africa, highlighting the significance of the Douala-N'Djamena corridor [3] - The corridor generates approximately $600 million in annual customs revenue for Cameroon, although it faces challenges due to administrative delays [3] - A memorandum signed in November 2024 between the customs authorities of both countries aims to improve transit fluidity [3]
关税冲击下,中新国际产业合作大会透露哪些信号
Di Yi Cai Jing· 2025-05-07 15:09
Group 1 - The article emphasizes the importance of Singapore as a strategic partner for Chinese companies looking to expand into Southeast Asia and beyond, especially in the context of regional economic integration and globalization challenges [1][2][3] - The upcoming International Industry Cooperation Conference in Singapore is highlighted as a platform for enhancing bilateral and multilateral cooperation, with around 600 participants expected from China, Singapore, and neighboring countries [1][2] - Singapore's role as a financial, trade, and shipping hub is noted, with its port consistently ranking among the top globally, providing a solid foundation for collaboration with China [2][3] Group 2 - The article discusses the complementary nature of the industries between China and Singapore, particularly in sectors like semiconductors, biomedicine, and petrochemicals, which align well with China's machinery and electrical products [2][3] - Official data indicates that Singapore is China's fifth-largest trading partner in ASEAN, with bilateral trade reaching $81.64 billion in the first nine months of 2024, marking a 2.0% year-on-year increase [3] - Singapore has become the largest source of foreign investment for China, surpassing Japan in 2022, with cumulative investments from Singapore in China amounting to $141.23 billion by the end of 2023 [3] Group 3 - The article highlights the significance of the upgraded free trade agreement between China and Singapore, which aims to enhance economic cooperation through various government and local projects [4] - The geopolitical landscape is discussed, with companies focusing on stable political environments for international business, particularly in Southeast Asia, where many Chinese firms are establishing operations [6] - The need for Chinese companies to comply with local laws and regulations when expanding abroad is emphasized, as it is crucial for fair competition and self-protection [8] Group 4 - The article mentions the potential for collaboration in green trade and low-carbon technologies, with Singapore aiming to become a leading hub for carbon trading in Asia, benefiting from China's advancements in low-carbon technologies [7] - The International Industry Cooperation Conference will feature a focus on green and digital innovations, showcasing achievements in carbon disclosure and green finance [7]
未知机构:【瑞银闭门会IMF0427】分析中国、欧洲、亚洲经济现状、前景与应对策略,探讨全球经济格局变化、中美关系走向及政策调整方向–20250502-20250503
未知机构· 2025-05-02 23:55
Summary of Conference Call Notes Industry or Company Involved - The discussion primarily revolves around the global economic landscape, with a focus on the impacts of tariffs and trade policies, particularly between the United States and China, as well as implications for Europe and Asia. Key Points and Arguments Economic Impact by Region 1. **China**: The economy is facing challenges due to a prolonged real estate slump and external tariff shocks, leading to a projected growth rate of approximately 3.5% this year and 3% next year. The focus of policy is on expanding domestic demand, technological development, and continued openness [1][5][7]. 2. **Europe**: Despite trade war impacts, Europe is expected to stabilize through fiscal stimulus and increased defense spending, although short-term uncertainties pose challenges to investment and growth [1][8][9]. 3. **Asia**: Initially showing strong growth, the region is now adversely affected by tariff shocks, particularly in countries like Vietnam and South Korea. Regional economic integration and effective trade agreements are emphasized as necessary responses [1][11][12]. Global Economic Outlook 4. The International Monetary Fund has downgraded global growth forecasts, indicating a trend towards de-Americanization of the global economy, with increased regional integration and localized supply chains [1][21]. U.S.-China Relations and Policy Outlook 5. Structural changes in U.S.-China relations are noted, with tariffs serving as a significant demand shock. The U.S. tariff policy is seen as multifaceted and unclear, while China maintains an open stance in trade negotiations [1][3][6][22]. Tariff Effects 6. Tariffs are identified as a major demand shock, with China heavily reliant on domestic demand to counteract external pressures. Additional fiscal policies equivalent to 1.5%-2% of GDP are anticipated to support the economy [1][7][19]. European Economic Dynamics 7. Europe is experiencing a slowdown in growth, with private investment declining and public investment uncertain. The need for enhanced European integration and competitiveness is highlighted [1][8][9][10]. Asian Economic Resilience 8. Prior to April, Asian economies were predicted to grow at 4.9% this year, with strong domestic consumption and export performance. However, tariff impacts are expected to reduce growth rates significantly [1][11][12][13]. Trade Agreements and Regional Cooperation 9. The need for improved execution of trade agreements in Asia is emphasized, as many small and medium enterprises struggle to utilize existing agreements effectively [1][17]. Long-term Structural Changes 10. The discussion suggests a long-term shift towards regional supply chains and a more fragmented global economy, with implications for trade and security policies [1][22][23]. Other Important but Possibly Overlooked Content 11. The potential for the euro to gain a more significant role in the global financial system is discussed, alongside concerns about the stability of the U.S. financial market and the dollar's status as a safe asset [1][24]. 12. The conversation touches on the challenges China faces in balancing domestic economic adjustments with external pressures, including the need for structural reforms and increased foreign investment [1][27][28]. This summary encapsulates the key discussions and insights from the conference call, providing a comprehensive overview of the current economic landscape and the implications of ongoing trade tensions.
专访APEC秘书处前执行主任:亚太地区要建立更深入的区域经济一体化 对抗单边主义
Core Viewpoint - The establishment of a China-ASEAN common market is being explored as a significant opportunity for development amidst changing global geopolitical dynamics, emphasizing the need for deeper economic integration and cooperation between China and ASEAN countries [1][6]. Group 1: Economic Integration and Trade - The China-ASEAN Free Trade Area 3.0 negotiations have substantially concluded, paving the way for a higher level of economic integration beyond traditional free trade agreements [1][6]. - ASEAN countries are encouraged to reduce trade barriers and enhance their economic integration to facilitate the establishment of the common market [1][9]. - Trade between China and ASEAN is primarily goods-based, but there is a growing focus on service trade as a key area for future economic integration [1][9]. Group 2: Regional Economic Cooperation - In response to U.S. unilateralism and tariffs, ASEAN and other Asian countries should deepen their economic integration, leveraging the Regional Comprehensive Economic Partnership (RCEP) [2][4]. - The importance of regional economic cooperation is highlighted, with calls for ASEAN to collaborate with China, Japan, South Korea, Australia, and New Zealand to strengthen regional trade ties [2][4]. Group 3: APEC's Role and Future Prospects - APEC serves as a platform for discussing core economic issues, with China playing a constructive role, especially as it prepares to host APEC in 2026 [5][6]. - The integration of various free trade agreements, including RCEP and the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), is seen as foundational for establishing a future Asia-Pacific Free Trade Area [8]. Group 4: Focus on Emerging Sectors - The upgrade of the China-ASEAN Free Trade Area includes new sectors such as digital economy, green economy, and supply chain connectivity, which align with APEC's goals [6][8]. - There is a strong emphasis on supporting small and medium-sized enterprises (SMEs) in ASEAN to enhance their competitiveness and improve the region's supply chain independence [6][7]. Group 5: Opportunities in Guangdong - Guangdong's infrastructure and development in digital and green economies present significant opportunities for collaboration with ASEAN, particularly in sectors like electric vehicles [10].
东盟观察丨美“对等关税”下亚洲推出经济增长路径:构建中国-东盟共同市场,促进区域经济一体化
21世纪经济报道记者胡慧茵 深圳报道 美国加征所谓"对等关税"的冲击波及全球。4月初,亚太股市出现巨震,投资者越发担心全球经济因美 国关税政策而陷入衰退。 在全球地缘政治经济格局深刻变化的当下,中国和东盟要如何看待中国—东盟共同市场建设的机遇和挑 战?东盟作为全球供应链的重要节点和区域合作的枢纽,中国和东盟要如何在供应链领域展开合作? 4月26日-27日,第三届中国—东盟经济关系研讨会在深圳举行。本次研讨会以"高水平开放与中国—东 盟共同市场"为主题,由前海国际事务研究院、广州粤港澳大湾区研究院共同主办,邀请到来自新加 坡、越南、泰国、马来西亚等海内外专家和学者,为中国和东盟的合作提供前瞻性思路与务实建议,助 力区域经济的繁荣与稳定。 研讨会期间,主办方发布了两项成果。香港中文大学(深圳)前海国际事务研究院助理研究员赖格就其 新书《东亚的弱区域主义何以有效:超越雁行模式》进行了专题发布,深入探讨"东亚地区为何未能形 成欧盟式经济一体化联盟"这一核心问题。广州粤港澳大湾区研究院研究员柯怡安则在发布报告《探索 建设中国—东盟跨境电商单一市场》时指出,跨境电商已成为中国-东盟产供链合作的关键领域。 "特朗普2.0" ...
低收入经济体或遭到贸易紧张局势更严重冲击——访IMF亚太部主任斯里尼瓦桑
Xin Hua Wang· 2025-04-28 05:43
Core Viewpoint - The ongoing trade tensions are causing a slowdown in economic growth in Asia, with low-income economies facing particularly severe impacts, although major economies like China have significant domestic demand potential [1][2] Group 1: Economic Growth Forecast - The IMF has revised its economic growth forecast for the Asia-Pacific region to 3.9% for this year, a decrease of 0.5 percentage points from previous estimates due to escalating trade tensions and tightening financial conditions [1] - The IMF warns of economic downside risks, citing rising uncertainty, further tightening of financial conditions, and persistent weak external demand as potential factors for more severe negative impacts on the region's economy [1] Group 2: Policy Recommendations - The IMF suggests that Asian economies should pursue structural reforms to enhance domestic demand and create a balanced development model that emphasizes both internal and external demand [2] - The IMF encourages Asian economies to stimulate consumption and boost private investment to foster a more balanced growth pattern [2] - The importance of deepening regional economic integration is emphasized, with significant trade growth potential among Asian economies [2] Group 3: Trade Agreements - The IMF highlights the benefits of clear, stable, and predictable trade environments, advocating for pragmatic and constructive agreements, whether regional, cross-regional, or bilateral, to stimulate growth through exports [2]