Core Viewpoint - The East Asian cooperation this year focuses on "inclusiveness and sustainability," reflecting the collective call of regional countries for unity, cooperation, and development in the face of challenges [1] Group 1: East Asian Cooperation - The high-level meetings aim to prepare for the upcoming East Asian leaders' series meetings and foreign ministers' meetings, emphasizing practical cooperation and regional economic integration [1] - China reiterated the importance of the 10+3 cooperation as the main channel and the East Asia Summit as a strategic forum led by leaders [1] Group 2: International Relations and Principles - China advocates for openness, cooperation, fairness, and mutual benefit, rejecting confrontation and zero-sum approaches, which aligns with the common choice of regional countries [2] - The Chinese government emphasizes the importance of the one-China principle regarding Taiwan, asserting that Taiwan is an inseparable part of China [2] Group 3: Regional Security and Stability - China and ASEAN countries are committed to resolving maritime disputes through dialogue and have completed the third reading of the "South China Sea Code of Conduct" negotiations [2] - The Chinese government opposes the introduction of Cold War mentality and military escalation by external countries, which disrupts regional peace and stability [3]

Core Viewpoint - The Regional Comprehensive Economic Partnership (RCEP) is emerging as a new engine for economic growth in the Asia-Pacific region, promoting regional economic integration amid increasing global uncertainties and trade order instabilities [1][2]. Group 1: Economic Growth and Trade Development - RCEP has significantly boosted intra-regional trade, with over 45% of exports and nearly 54% of imports within the region directed towards member markets, marking increases of approximately 9 percentage points and 12.1 percentage points since 2020, respectively [2]. - The GDP of RCEP members has grown at an average annual rate of 3.5% from 2021 to 2023, surpassing global growth by 0.5 percentage points, and is projected to contribute over 32% to global economic growth from 2023 to 2029, amounting to an increase of $10.9 trillion [2]. Group 2: Regional Integration and Supply Chain - The deep integration of supply chains within the RCEP region is crucial for economic stability, with the share of intermediate goods trade rising from 65.0% to 68.3% of total trade from 2021 to 2024 [3]. - RCEP aims to enhance the zero-tariff coverage rate, which is currently around 70% for China-ASEAN trade, compared to 97% under the China-ASEAN Free Trade Area agreement [3]. Group 3: Future Developments and Expansion - The conditions for establishing a high-level free trade area are maturing, with potential breakthroughs in bilateral and multilateral trade agreements, such as the anticipated signing of the upgraded China-ASEAN Free Trade Area 3.0 [4][5]. - RCEP is also considering expansion, with applications from Hong Kong, Sri Lanka, and Chile, which could enhance regional trade and financial development [5][6]. Group 4: China's Role in RCEP - China, as the largest market in the RCEP region, is expected to play a pivotal role in driving the unified market's formation, with significant growth potential in service industries and urbanization [8][9]. - In 2023, China accounted for 20.1% of RCEP's total exports of consumer goods, surpassing the U.S. by 35.6%, highlighting the importance of tariff concessions and market access for RCEP members [9].

Core Insights - The completion of the China-ASEAN Free Trade Area 3.0 negotiations marks a new height in economic cooperation between China and ASEAN, with Guangdong emerging as a key supply chain hub [1][11] - Guangdong's trade with ASEAN has shown significant growth, with a total trade volume of 488.57 billion yuan in the first four months of this year, reflecting a 7.5% increase year-on-year [1][5] - The report highlights three major trends in Guangdong-ASEAN supply chain cooperation: accelerated regional layout, intelligent integration, and expedited green transformation [2][6] Trade and Investment Growth - Guangdong's trade with ASEAN is characterized by a dynamic trade cycle, where ASEAN exports primary products and raw materials to Guangdong, which in turn exports capital-intensive products [7][10] - In 2023, Guangdong established 383 new overseas enterprises in ASEAN countries, with direct investment exceeding $900 million, marking a 168.5% year-on-year increase [10] - ASEAN remains Guangdong's largest trading partner, with Vietnam, Malaysia, Thailand, Indonesia, and Singapore being the top five trading partners [5][10] Supply Chain Cooperation - Guangdong enterprises are deepening industrial collaboration with ASEAN, focusing on logistics, after-sales services, and extending into higher-value supply chain segments [6][9] - The establishment of a "Guangdong-ASEAN International Supply Chain Cooperation Alliance" aims to enhance supply chain collaboration [15] - The report emphasizes the importance of a well-structured supply chain division system to support the dynamic trade cycle between Guangdong and ASEAN [7][11] Technological and Innovative Collaboration - Guangdong's strong innovation capabilities, with R&D expenditure reaching 460 billion yuan in 2023, position it well for technological collaboration with ASEAN [12][13] - The report notes that both regions are enhancing cooperation in emerging fields such as artificial intelligence, biotechnology, and green energy [12][13] - The establishment of cross-border e-commerce infrastructure is seen as a new avenue for reshaping supply chain cooperation [14][15] Mechanism and Platform Development - Guangdong is committed to building long-term cooperation mechanisms with ASEAN, as evidenced by the recent trade promotion and supply chain cooperation exchange meeting [4][15] - The "Yue Chain ASEAN" online service platform has been launched to facilitate trade and investment services for Guangdong enterprises in ASEAN [15] - The report indicates that the upgraded China-ASEAN Free Trade Agreement will foster deeper regional economic integration and cooperation in new fields [11][12]

2025年5月20日，中国与东盟经贸部长共同宣布全面完成中国—东盟自贸区3.0版谈判。在全球经济格局 深刻调整的背景下，这一里程碑式的成果不仅为区域经济一体化注入新动能，更为世界经济的稳定与繁 荣贡献了"中国—东盟方案"。 作为中国首个对外商谈并建立的自贸区，同时也是东盟框架下的首个自贸协定，中国—东盟自贸区的发 展历程堪称区域合作的典范。从2010年中国—东盟自贸区1.0版聚焦货物贸易、服务贸易和投资领域， 到2015年中国—东盟自贸区2.0版进一步扩大市场开放，再到2022年启动的中国—东盟自贸区3.0版本升 级谈判，双方用十余年时间构建起日益紧密的经贸合作网络。 数据显示，我国已连续16年保持东盟第一大贸易伙伴地位，东盟自2020年开始连续保持我国第一大贸易 伙伴地位，双方投资规模持续扩大。中国和东盟成员国各具比较优势，在要素资源、产业结构和消费结 构方面存在差异，形成了产业链供应链的深度合作关系。例如，双方在电子产品、机械设备、农产品等 传统领域形成深度产业链合作，同时在数字经济、绿色经济等新兴领域不断开拓合作空间。双方在产业 园区建设等方面也持续推进，建立了境外经贸合作区、"两国双园"等合作项目。 ...

Group 1 - The core viewpoint of the news is the successful completion of the China-ASEAN Free Trade Area (FTA) 3.0 negotiations in 2024, which symbolizes a deepening cooperation and lays a solid foundation for future joint development [1][3]. - The FTA 3.0 version includes nine new chapters focusing on digital economy, green economy, and economic and technological cooperation, reflecting the rapid advancement of regional economic integration and the unprecedented expansion of cooperation areas [5]. - China and ASEAN have been each other's largest trading partners for several consecutive years, with a trade volume approaching 7 trillion RMB in 2024, accounting for 15.9% of China's total foreign trade, highlighting the economic complementarity and the significant achievements of the FTA [5]. Group 2 - The deepening economic cooperation with ASEAN holds profound strategic significance for China, creating a large market covering over 2 billion people, which stabilizes China's exports and global trade [7]. - The young population and rising middle class in Southeast Asia present substantial market potential, providing opportunities for Chinese technology and products, such as Huawei's 5G technology and China's high-speed rail and C919 aircraft [7]. - The FTA 3.0 implementation will facilitate smoother trade, investment, and personnel exchanges, expanding cooperation space in the Southeast Asian market, which is expected to be a highlight of global economic growth over the next 20 years [7][8].

扫码观看视频 得益于《区域全面经济伙伴关系协定》（RCEP）关税减免政策及冷链物流效率提升，进入中国市场的 东南亚榴莲价格越来越"亲民"；RCEP成员国之间的一般进口货物在48小时内即可实现清关，易腐产品 清关速度更是提至6小时内；中国新能源汽车成为东盟多国街头的绿色风景线，让低碳发展的理念更加 深入人心……近日，2025RCEP区域发展媒体智库论坛在海南省海口市举办，中外代表讲述身边鲜活的 RCEP故事，彰显区域合作的蓬勃生机。 本次论坛以"共建高水平最大自由贸易区"为主题，来自14个国家以及东盟秘书处等多个国际组织的代表 约300人参会，围绕RCEP相关议题展开交流。论坛由中国日报社、中国（海南）改革发展研究院、中国 海洋发展基金会主办，得到博鳌亚洲论坛研究院、海南自由贸易港研究院、海南改革发展研究基金会支 持。 红利释放—— RCEP成为推进区域经济一体化新引擎 在全球贸易环境迅速演变的背景下，RCEP是推动区域经济一体化的关键支柱。要在RCEP框架下，维 护一个基于规则、开放、可预测的贸易体系，并与世界贸易组织原则保持一致。 2024年，RCEP区域内贸易流量总额达到5.7万亿美元；2023年RCEP ...

报告正文 2. 政策跟踪：制造业是国民经济的重要支柱 2.1 总书记河南考察：制造业是国民经济的重要支柱 5月19-20日，习近平总书记对"十五五"规划编制工作作出重要指示并赴河南进行考察调研。习近平总书 记指出，"十五五"规划编制要坚持科学、民主、依法决策，企业要根据规划调整战略，把握政策红利，推动 产业结构优化升级。在河南考察时，总书记强调，制造业是国民经济的重要支柱，推进中国式现代化必须保 持制造业合理比重，同时，现代制造业离不开科技赋能，要大力加强技术攻关，走自主创新的发展路子。 2.2 商务部例行发布会：做强国内市场、促进消费 5月22日，商务部召开例行新闻发布会，剔除做强国内市场，促进消费，更好发挥消费对经济循环的牵 引带动作用。发布会上，商务部剔除将加快实施提振消费专项行动，推进促消费政策落实；加快完善现代商 贸流通体系，支持再生资源回收和二手商品流通，推进电商高质量发展；加快推进内外贸一体化，帮扶企业 有效应对外部冲击。对于刚刚结束的APEC第三十一届贸易部长会议，发言人表示中方愿与各方深化经济合 作，加快区域经济一体化。 | 时间 | 事件 | 内容概要 | 主要内容 加快实施提振消费专项行 ...

Group 1 - The core point of the news is the significant role of the Alashankou Railway Port in facilitating the stable operation of China-Europe (Central Asia) freight trains, marking a milestone with over 3,000 trains passing through this year [2][3] - The Alashankou Railway Port serves as a crucial node in the New Eurasian Land Bridge Economic Corridor, enhancing connectivity between China, Central Asia, and Europe through optimized transportation organization and efficient customs processes [2][3] - The rapid development of the China-Europe freight trains has led to the establishment of 813 enterprises in the Alashankou Comprehensive Bonded Zone, creating five major industry clusters, including food processing and cross-border e-commerce [3] Group 2 - The stable operation of the China-Europe freight trains at Alashankou is a reflection of China's transportation optimization and economic development, showcasing its strength in international logistics [4] - The ongoing Belt and Road Initiative has prompted railway authorities to enhance the capacity of ports and logistics systems, implementing innovative models for rapid customs clearance [3][4] - Currently, the Alashankou Railway Port has 123 operational routes covering 21 countries, transporting over 200 types of goods, including new energy vehicles and electronic products [3]

5月29日，商务部新闻发言人何咏前在例行新闻发布会上表示，5月20日，中国和东盟十国经贸部长共同 宣布全面完成中国—东盟自贸区3版谈判，这是双方历经两年多的密集磋商，取得的重大标志性成果。 中国—东盟自贸区3版包含数字经济、绿色经济、供应链互联互通、标准技术法规与合格评定程序等9个 新增章节，有利于全面拓展中国与东盟间新兴领域和新质生产力合作，促进双方产供链深度融合，推动 构建中国—东盟超大市场，具有重要的开创性意义。下一步，双方将通过自贸区3版建设，共同扩大相 互开放，推进更宽领域、更深层次区域经济一体化合作，为建设中国—东盟命运共同体，促进双方共同 繁荣与发展提供持久动力。(智通财经) ...

在能源领域，肯尼亚"最后一英里连接"电力项目成效尤为突出。该项目使接入国家电网的家庭数量从 2014年的242万户激增至2024年的970万户，全国电力普及率从36%跃升至76%。图尔卡纳湖风电项目作 为非洲最大运营风电场，以及连接赞比亚、马拉维和纳米比亚的卡尊古拉大桥，都成为区域经济一体化 的典范。 毛里塔尼亚消息报报道称，5月27日，在科特迪瓦阿比让举行的非洲开发银行2025年年会开幕式上，即 将离任的行长阿金武米·阿德希纳致辞表示，在其任职的十年（2015-2024）内，该行累计向非洲提供 1020亿美元资金支持，占该行自1964年成立以来融资总额的46%，创下历史性纪录。 在基建领域，超过550亿美元资金用于基础设施建设，涵盖交通、能源、数字通信等关键领域。其中， 32亿美元投资的坦桑尼亚标准轨距铁路项目，成功连接坦桑尼亚、刚果民主共和国和布隆迪三国；亚的 斯亚贝巴-内罗毕-蒙巴萨交通走廊将跨境运输时间从3天压缩至1天，并推动双边贸易额增长400%。科特 迪瓦作为本届年会东道国，十年间获得非洲开发银行支持增长157%，首都阿比让的城市基础设施建设 多数得到该行资助。 阿德希纳在回顾其2020年以100 ...