Group 1 - Cambodia will implement a four-month visa exemption trial for Chinese citizens from June 15 to October 15, 2026, allowing a maximum stay of 14 days without visa fees [1] - Cambodia is reducing import tariffs on various goods to zero, including live poultry, computers, and laboratory instruments, to support agriculture, technology, and education [1] - Significant tax reductions on consumer goods such as sanitary napkins, diapers, and kitchen appliances, with tariffs dropping from 15% to 7%, and luxury car tariffs reduced from 35% to 7% [1] Group 2 - India is expected to see a tenfold increase in battery storage capacity, reaching approximately 5 GWh by 2026, driven by numerous approved projects [3] - The total capacity of ongoing projects in India has increased by 84% to 224 GWh, laying the groundwork for large-scale production in 2026 [3] Group 3 - The second phase of the cross-border energy agreement among Laos, Thailand, Malaysia, and Singapore has been signed, increasing the total capacity for cross-border electricity trading from 100 MW to a maximum of 200 MW [4] Group 4 - TikTok Shop Southeast Asia reported a more than 100% increase in annual GMV for 2025 compared to 2024, with daily GMV rising by 90% year-on-year [6] - The platform's strategic focus for 2026 includes driving high-quality growth and building a sustainable ecosystem, with initiatives to support top merchants and enhance logistics [7] Group 5 - Amazon has raised the on-time shipping compliance rate requirement for suppliers from 90% to 95%, with adjustments to compliance assessment methods [8] - Temu has introduced stricter penalties for store violations, including a "joint liability" mechanism affecting all stores owned by a merchant if one is rated poorly [9] Group 6 - Shopee plans to increase commission rates for various categories, with automotive parts rising from 7% to 12% and electronics from 5% to 12% starting February 2026 [11] - eBay will adjust fees for UK sellers, increasing the transaction service fee for orders over £10 from 30 pence to 40 pence starting February 12, 2026 [12] Group 7 - China's cross-border e-commerce imports and exports are projected to reach 2.75 trillion yuan by 2025, a 69.7% increase from 2020 [13] - The export scale of high-tech products, including electric vehicles and solar products, is expected to reach nearly 1.3 trillion yuan by 2025, growing 3.5 times since 2020 [13][14] Group 8 - Cainiao plans to expand its overseas warehouse network in Europe, North America, and Asia-Pacific, with a 32% year-on-year increase in order processing volume in 2025 [15] - Best's express network in Vietnam has officially launched, focusing on logistics services for e-commerce and B2B clients [16] Group 9 - The U.S. will impose a 10% tariff on goods from eight European countries starting February 1, 2026, increasing to 25% by June 1, 2026 [18] - The EU is considering retaliatory tariffs on $108 billion worth of U.S. goods in response to the U.S. tariff announcement [19] - Canada has reduced tariffs on Chinese electric vehicles from 100% to 6.1% under a new import quota system [20]

Core Insights - The Tarim Phase II Ethylene Project is a key initiative by China National Petroleum Corporation (CNPC) with a total investment of 29.7 billion yuan, focusing on the production of various polyethylene products and emphasizing innovation and green construction practices [1][2] Group 1: Project Preparation and Execution - The project team initiated comprehensive preparations one month in advance to ensure the accurate positioning of the cold box, employing a "dual crane lifting" technique with a 400-ton crawler crane for the main load and a 160-ton hydraulic truck crane for dynamic adjustments [1] - During the pearl sand filling phase, the project team worked continuously for 24 hours, overcoming adverse conditions such as winter construction and dust weather, to ensure the filling density and uniformity, which are critical for the cold box's insulation performance [1] Group 2: Project Specifications and Goals - The project includes the construction of 1.2 million tons/year of ethylene, two sets of 450,000 tons/year of high-density polyethylene, and 300,000 tons/year of low-density polyethylene, with over 99% application of proprietary technology and over 98% localization of equipment [1] - The project aims to achieve 100% use of green electricity and has industry-leading electrification rates and comprehensive energy consumption, aligning with its commitment to green and low-carbon development [1]

Group 1 - The core viewpoint of the articles indicates that China's industrial value-added is expected to grow by 5.9% in 2025, with a faster growth rate compared to the previous year, and December's growth rate is 5.2%, accelerating by 0.4% from November [1] - Traditional manufacturing industries are showing significant transformation, with the petroleum processing industry expected to grow by 6.7% in 2025, and the biomass fuel processing sector experiencing a remarkable growth of 16.8%, contributing 1.7 percentage points more to the petroleum processing industry's growth compared to last year [1] - The chemical fiber industry is projected to grow by 8.2%, with the bio-based materials manufacturing sector growing by 27.9%, contributing 23.1% to the chemical fiber industry's growth, an increase of 16.4 percentage points from the previous year [1] - The production of green low-carbon products is increasing rapidly, with the output of new energy vehicles expected to grow by 25.1% in 2025, driving significant increases in the production of lithium-ion batteries for vehicles and charging piles by 41.7% and 11.0% respectively [1] - Wind turbine and hydroelectric generator production are expected to grow by 48.9% and 29.3% respectively, supported by the development of green energy [1] - The output of lithium carbonate, carbon fiber, and bio-based chemical fibers is projected to increase by 57.1%, 47.7%, and 19.5% respectively [1] Group 2 - In 2025, China's automobile production and sales are expected to reach 34.53 million and 34.40 million units respectively, marking a year-on-year growth of 10.4% and 9.4%, achieving a historical high and maintaining the world's largest market for 17 consecutive years [2] - New energy vehicles are projected to exceed 16 million units in production and sales, with domestic new car sales accounting for over 50%, becoming the dominant force in China's automotive market [2] - The automotive export market shows strong resilience, with over 7 million vehicles exported, and the export scale reaching new heights, including 2.615 million new energy vehicles exported, which is a 100% year-on-year increase [2]

2026年，是国家"十五五"规划的开局之年。这一新五年规划系统性勾勒出中国至2030年的发展蓝图，新 旧动能转换、发展范式升级、全球格局重塑，都将在这一时期找到新的交汇点。 站在2026年的开局节点上，许多中国企业的掌舵者都有一种复杂的体感：一方面，这是国家"十五五"规 划的开局之年，宏观蓝图徐徐展开；另一方面，全球进入深度调整期，全球化的竞争更加真实而激烈。 在此背景下，中国企业如何穿越新周期？南都湾财社发起《开局2026：在新周期起点上》专题策划，聚 焦科技如何进入产业系统、如何穿透生产链条、如何在不确定的全球环境中形成可持续的竞争优势。 本期专访了TCL创始人、董事长李东生。作为中国科技制造"出海"最早的探路者之一，李东生比大多数 人更早嗅到了风向的改变。在他看来，单纯把集装箱运往海外的时代已经结束了。 此次采访中，他抛出了两个更具实战色彩的判断：在海外，要从"客场"变成"主场"，去再造五个TCL； 在技术上，要让AI从"炫技"回归"实用"，真正长在产线上。 TCL创始人、董事长李东生 （以下为采访节选） 关于战略：不仅是"走出去"，更要"扎下去" 南都湾财社：2026年是国家"十五五"规划的开局之年， ...

Core Viewpoint - Lichong Group has signed a strategic cooperation agreement with a leading domestic new energy vehicle company to establish a joint innovation laboratory, focusing on the development and application of high-performance aluminum alloy materials for automotive and humanoid robots [1][2]. Group 1: Strategic Cooperation - The joint innovation laboratory will integrate resources in talent, equipment, processes, and application scenarios from both parties, establishing a comprehensive R&D mechanism from material design to standard formulation [1]. - The collaboration aims to achieve extreme lightweighting, cost reduction in manufacturing, and a green low-carbon lifecycle for vehicles, addressing global carbon reduction challenges [1][2]. Group 2: Material Development - The agreement includes the development of new aluminum alloy materials specifically tailored for humanoid robots, which require high strength-to-weight ratios, fatigue life, and machinability [2][3]. - Lichong Group's focus on integrating materials, structures, and processes could position it advantageously in the global supply chain for intelligent hardware [2]. Group 3: Recycling Initiatives - The "Car to Car" closed-loop recycling system will be promoted, allowing aluminum components from scrapped vehicles to be recycled and reused in new vehicle manufacturing, significantly reducing material carbon footprints [2]. - This closed-loop approach demands higher purity, composition control, and traceability compared to traditional post-consumer recycling methods, leading to more direct carbon reduction effects [2]. Group 4: Industry Positioning - Lichong Group has been actively signing multiple strategic cooperation agreements since 2023, covering various fields such as lightweight components, recycled aluminum, integrated die-casting, and humanoid robots [2]. - The collaboration with the leading vehicle company is expected to provide real application scenarios and validation channels, significantly shortening the commercialization cycle of technologies [3].

Core Insights - The article discusses the establishment of a green low-carbon industry cluster in Hongkou District, Shanghai, aiming to grow the industry scale from nearly 60 billion to nearly 80 billion yuan by 2024 [1] Group 1: Industry Development - Hongkou District has initiated a collaborative effort led by the district mayor and various departments to promote green low-carbon services, forming a specialized task force [1] - The task force has successfully developed a statistical framework, termed "Hongkou Code," which clearly defines five key sectors: green shipping, finance, trade, technology, and carbon services, gaining recognition from municipal statistical authorities [2] - By 2024, Hongkou is expected to contribute two-thirds of the city's "dual carbon" project standards, having already published 14 relevant group standards since 2025 [3] Group 2: Project Implementation - The task force has faced challenges in implementing green projects, such as a rooftop solar project that was paused due to community opposition, which was resolved by addressing underlying issues like noise pollution [4] - Innovative solutions were applied to install solar panels on rooftops with space constraints, achieving significant wind resistance and successful integration of solar technology [5] Group 3: Ecosystem Support - The task force has shifted its role from being a regulatory body to becoming a supportive partner for enterprises, facilitating smoother operations and transactions [6] - Hongkou District has attracted over a thousand green low-carbon enterprises, employing various strategies such as forming industry alliances, launching special policies, and establishing dedicated funding to create a supportive ecosystem for the industry [7]

这处2025年10月建成投用的产业园，并非普通工业园区，而是河南千亿级光电产业链的核心项目，是集生 产、生活、生态于一体的创新高地。 "这不再是传统意义上的企业园区，而是我们全球布局的战略支点和创新孵化的'摇篮'，更是撬动区域产业升 级的战略支点。"中航光电企业规划投资部相关负责人说。 一部100G大小的4K蓝光电影，用普通USB接口传输需要3到4分钟，而用中航光电科技股份有限公司（以下简 称"中航光电"）的224Gbps高速接口，仅用4到5秒就能完成。 这是从"分钟级"到"秒级"的飞跃，也是河南锚定产业新坐标、明确经济发展新方位的生动注脚。 1月17日，在位于洛阳市涧西区的中航光电高端互连科技产业社区企业馆内，中航光电科技发展部技术总师刘 成荫完成演示操作后，参观者发出阵阵赞叹。 指尖上这一场令人心动的突破，正是这座新型产业社区赋能技术革新的缩影。 沿涧西区浅井南路与丽春路交会处南行，两栋近百米高楼以"H"形姿态巍然屹立，造型灵感源于"航"字，既彰 显航空基因，更暗藏"连接"深意；抛物线形立面在光影中流转，工业硬核质感与灵动设计巧思在此相生交 融。 西北侧的职工中心，配套餐厅、人才公寓、运动场馆、图书馆等设 ...

随着封关运作启动，一系列政策将进入全面、稳定落地的新阶段，为企业带来可预期的长期利好，最直 接的体现就是"降本增效"。 丁拥政表示，在税收方面，15%的企业所得税和个人所得税优惠税率不仅减轻了企业的财务负担，更是 吸引全球高端紧缺人才来琼发展的"金字招牌"；在硬件投入和运营环节，"零关税"政策让企业受益匪 浅，自2020年政策落地以来，新海航旗下海南航空累计进口航材货值约3.5亿元，节省税款超5000万 元。 "2025年我们更是利用'零关税'政策引进了空客A321neo和A330宽体客机，预计租期内可最多节省关税逾 1600万元。这些真金白银的节约，夯实了我们的成本竞争优势。"丁拥政说道。 在政策赋能下，新海航正以客运网络为纽带、货运通道为动脉、维修产业为基石、产教融合为支撑、多 元生态为引擎，全方位助力自贸港"三区一中心"战略定位加速成型，反哺自贸港建设。 2025年12月18日，海南自贸港封关运作正式启动。对于扎根海南的新海航而言，收获的远不只是政策礼 包的升级，更是企业战略进阶与高质量发展的新机遇。 "海南自贸港的政策红利，为航空业注入了强劲动能。"辽宁方大集团高级副总裁、海航航空集团董事长 丁拥政以 ...

"这不再是传统意义上的企业园区，而是我们全球布局的战略支点和创新孵化的'摇篮'，更是撬动区域产业升 级的战略支点。"中航光电企业规划投资部相关负责人说。 指尖上这一场令人心动的突破，正是这座新型产业社区赋能技术革新的缩影。 1月17日，在位于洛阳市涧西区的中航光电高端互连科技产业社区企业馆内，中航光电科技发展部技术总师刘 成荫完成演示操作后，参观者发出阵阵赞叹。 作为我省"三个一批"重点工程，该项目总投资27.2亿元，2023年10月开工建设，全球运营中心、创新孵化中 心、智能厂房等功能区有序布局，将研发、中试、生产、办公、休闲等多元场景无缝衔接，构建起全链条创 新生态闭环。 图③ 中航光电高端互连科技产业社区。受访者供图 步入智能制造厂房，浓郁的科技气息扑面而来。AGV物流机器人沿着预设磁导引轨道平稳滑行，精准运送各 类物料；智能仓储区域内，机械臂与智能货架协同联动，从物料入库、智能分拣、立体存储到按需出库，全 流程实现无人化自动化操作；整条生产线摆脱传统的人力密集模式，少数工作人员在中控区域值守，通过屏 幕实时监控设备运行状态。 一部100G大小的4K蓝光电影，用普通USB接口传输需要3到4分钟，而用中航 ...

"绿色低碳"如何从口号、目标转化为实践？上海虹口以行动作答，绘就出一幅清晰生动的"实景图"。 2024年起，虹口区肩负起一项新使命——在市区协同机制下，成为以绿色低碳服务为特色赛道的承载 区。两年间，这里发展提速、产业汇聚：新增纳统企业50余家，集聚相关企业和机构超千家，产业规模 近800亿元，较2023年增加约200亿元。 虹口区绿 色低碳专班开展绿色低碳项目评审会。本文图片均为 上海虹口 供图 高速发展的背后，是一套高效协同的工作体系在支撑。虹口区成立由区发改委、区科经委、区生态环境 局组成的绿色低碳服务工作专班，随后区数据局、区工商联等相继加入，形成跨部门协同合力。 专班并非空转，一系列扎实举措接连推出：制定行动方案、发布工作要点、绘制产业图谱、出台专项政 策、设立专项资金、成立产业联盟、推出示范场景……一套"组合拳"下来，目标清晰——加快培育产业 新动能，着力打造千亿级产业。 引育壮大市场主体，释放企业绿色活力 产业集聚，企业是核心。 2025年以来，在"部门牵头、国企招商、街道营商"的招商机制下，虹口成立招引行动小组，形成专项行 动方案。1-11月，共招引落地项目357家，注册资金共约48.7亿元， ...