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4月份经济数据释放哪些信号?巩固经济平稳运行发力点在哪?解读↓
Yang Shi Wang· 2025-05-19 05:50
Group 1 - China's economy demonstrated significant resilience in April, with multiple core indicators showing positive changes despite a complex international environment and ongoing tariff wars [4][24]. - The recovery of domestic demand and the trend of consumption structure upgrading are evident, with notable increases in service consumption and high-end products such as travel and luxury goods [7][11]. Group 2 - Industrial growth showed remarkable resilience, particularly in high-tech industries, with industrial value-added and manufacturing growth exceeding 6%, and a significant increase in the production of new energy vehicles [11][14]. - Foreign trade resilience is highlighted by the growth of high-tech manufacturing profits, which supported the quality and efficiency of the industrial economy, despite tariff pressures [14][16]. Group 3 - The overall price and financial environment remained stable, with the Consumer Price Index (CPI) showing a shift from decline to increase, and financial support for the real economy being continuously strengthened [18][21]. - The economic data from April indicates that China is cultivating new momentum amid challenges, with consumption recovery, optimized export structure, and precise policy support being core drivers [24][25].
时局越混沌,越要「走出去」
投资界· 2025-05-13 07:35
Core Viewpoint - The article emphasizes the importance of "economic resilience" in the context of global industrial chain restructuring and the ongoing US-China competition, suggesting that this resilience is crucial for entrepreneurs to innovate and reconstruct competitive advantages [3]. Group 1: Economic Resilience - Economic resilience has become a core theme in major power competition, serving as a strategic foundation for entrepreneurs to innovate and gain competitive advantages [3]. - The article references Japan's experience during its "lost three decades," highlighting how its long-standing companies have developed resilience through cultural integration, risk diversification, and avoiding chaotic expansion [3]. Group 2: Learning Journey - The article introduces a six-day, five-night study tour in Japan, designed to explore the resilience of Japanese businesses and their growth models, which are particularly relevant for Chinese entrepreneurs [3][4]. - Participants will visit five Japanese companies across various sectors, including healthcare, precision manufacturing, and sustainable development, to understand their strategies for overcoming low-growth challenges and aging population issues [7]. Group 3: Knowledge Sharing - The study tour includes sessions with industry experts discussing key topics such as value creation in low-growth environments and global branding strategies, aiming to provide a systematic understanding of how to balance technology and innovation [16]. - The program will take place partly at the University of Tokyo, allowing participants to engage in a rich academic environment while learning from real-world business cases [16]. Group 4: Cultural Experience - The tour incorporates cultural experiences, such as tea ceremonies and traditional crafts, to deepen participants' understanding of Japanese business resilience and foster connections among diverse professionals [21]. - The concept of "一期一会" (ichigo ichie), which emphasizes the uniqueness of each encounter, is highlighted as a guiding principle for the study tour, encouraging participants to value their interactions and shared experiences [21].
美联储已“无从下手”?关税战谁的底气更足
Ren Min Ri Bao· 2025-05-10 04:21
"真的完全不清楚应该怎么做""货币政策根本无从下手""无法判断最终结果会是怎样。"本周,美联储连续第三次决定不降息后,其主席鲍威尔说了这几句 话。是什么,让美国央行一把手都"懵圈"了?我是党报评论员,今天给你解读。 美国政府挥舞关税大棒,如今自食恶果——供应链断裂,物价飙升!有美国记者追问:"我们只能看着工人失业吗?"工会领袖的回答就一个词 儿:"yeah!"这一幕,也成为美国经济困局的生动写照。 皮球踢到美联储,鲍威尔正面临两难境地:降息怕通胀脱缰,不降又怕经济崩盘。这边美联储按兵不动,那边白宫却频频施压要求降息,指责鲍威尔 是"迟到先生"(Mr.Too Late)和"首席败将"(a Major Loser)。鲍威尔估计也是一肚子气:你瞎征关税,经济出了毛病,让我当背锅侠? 关税战没有赢家。但有的国家乱成一锅粥,有的国家却能应对有方。前一阵子,在中国义乌的一家工厂里,谈到贸易战,一个工人反问:"你以为我们怕 美国吗?"另一些工人称"影响肯定有""最终能扛过去"。这段对话被记录下来,发表在美国《大西洋月刊》上,让很多美国人陷入深思:为什么中国人能 这么有底气? 我觉得啊,这里边儿的原因至少有两个。 一个是经济 ...
美联储博斯蒂克:2025年经济韧性恐怕会不及之前预料的那么乐观。
news flash· 2025-05-09 15:19
美联储博斯蒂克:2025年经济韧性恐怕会不及之前预料的那么乐观。 ...
美联储博斯蒂克:2025年经济韧性将低于早先预期。
news flash· 2025-05-09 15:19
Core Viewpoint - The Federal Reserve's Bostic indicates that economic resilience in 2025 is expected to be lower than previously anticipated [1] Economic Outlook - Bostic's comments suggest a downward revision in economic forecasts for 2025, highlighting concerns about the strength of the economy [1] - The anticipated economic conditions may lead to adjustments in monetary policy and interest rates [1]
亚特兰大联储主席BOSTIC表示,2025年经济韧性将低于早先预期。
news flash· 2025-05-09 15:17
亚特兰大联储主席BOSTIC表示,2025年经济韧性将低于早先预期。 ...
美联储理事巴尔:截至第一季度,通胀逐步但不均衡地回落至2%的路径仍在进行中,经济表现具有韧性。
news flash· 2025-05-09 10:01
美联储理事巴尔:截至第一季度,通胀逐步但不均衡地回落至2%的路径仍在进行中,经济表现具有韧 性。 ...
亚开行总裁:美关税政策带来前所未有的不确定性
日经中文网· 2025-05-06 03:27
亚开行总裁神田真人 亚开行总裁神田真人5月4日表示,亚洲各国"拥有开放的经济结构,容易受到(美国关税政策的) 冲击"…… 亚洲开发银行(ADB)总裁神田真人于5月4日召开记者会,就美国的关税政策表达警惕 称,"这是前所未有的不确定性,不可掉以轻心"。同时表示,亚洲各国"拥有开放的经济结 构,容易受到冲击"。 当天,亚开行年会在意大利米兰开幕。神田总裁强调:"对于亚洲和太平洋各国而言,这也是 一个与地区内伙伴以及新伙伴之间加强合作,提高经济复苏能力、韧性和开放性的机会"。 围绕美国的关税政策,日美两国政府于当地时间5月1日在美国首都华盛顿举行了部长级磋 商,日本经济财政再生相赤泽亮正参加了此次磋商。5月2日,又根据部长级磋商的情况,在 华盛顿举行了事务级别会议。日本外务省和经济产业省的课长级别官员参加了会议。 赤泽亮正将于长假结束后的5月7日出席自民党的综合对策本部会议,对日美磋商的一系列过 程进行说明。 美国的关税政策已成为影响整个亚洲经济的风险因素。再加上中国经济增长停滞,各国正在 逐渐失去有前景的出口市场。在5月4日开幕的亚开行年会上,通过扩大自由贸易来分散风险 等内容成为主要讨论议题。日本方面由财务相加 ...
“内外联动”彰显中国经济韧性和开放决心(开放谈)
Group 1 - The core viewpoint emphasizes the resilience of the Chinese economy in response to rising global trade protectionism and unilateral trade disputes initiated by the U.S. The strategy of expanding foreign trade to domestic sales showcases this resilience [1][2] - Economic resilience is measured by three dimensions: resistance, recovery, and renewal. China's export share to the U.S. has decreased from 19.2% in 2018 to 14.7% in 2024, indicating a strong capacity to absorb foreign trade goods into the domestic market [1] - The government is actively supporting foreign trade enterprises through various policies, including financial subsidies and special financing tools, to help them adapt to the challenges posed by U.S. tariffs [2][3] Group 2 - The strategy of expanding domestic sales not only enriches the domestic market supply but also enhances market competition, driving industrial upgrades and promoting high-quality economic development [1][3] - The long-term cultivation of the domestic market will effectively enhance the competitiveness of foreign trade, transitioning from a low-price orientation to a focus on high quality and high technology [2] - The approach of "internal promotion of external trade" reflects China's commitment to high-level opening-up and serves as a proactive response to changes in the global economic landscape, fostering new opportunities for international cooperation [3]