"世界再一次站在了十字路口。"罗布表示，当前民粹主义、孤立主义、民族主义与保护主义抬头，并以 保护经济安全的名义出现。这些思潮也许能短期内带来情绪上的满足感，提供某种"报复"的幻觉，但筑 起贸易壁垒、推行出口管制，最终将破坏全球投资，切断无数供应链，抑制经济增长与创新，并加剧公 众的不安与焦虑。 罗布表示，应将包括中澳自贸协定在内的现有自由贸易协定提升到更高水平，坚定表明对开放世界的支 持。如，将《全面与进步跨太平洋伙伴关系协定》(CPTPP)与《区域全面经济伙伴关系协定》(RCEP)整 合起来，推动构建亚太自由贸易区。 （文章来源：中国新闻网） 中新社悉尼6月28日电 (记者薄雯雯)澳大利亚前贸易与投资部长安德鲁·罗布(Andrew Robb)27日在悉尼表 示，中澳自由贸易协定取得的成果令人瞩目，充分证明了自由贸易有效性。面对当前贸易保护主义抬 头，应坚定表明对开放世界的支持。 罗布当晚出席以"同合作·共致远"暨中澳自贸协定签署十周年纪念为主题的澳大利亚中华经贸文化交流 促进会(华贸会)第五届第三次年会，并发表主旨演讲。 2015年6月，罗布代表澳大利亚政府与中方正式签署自由贸易协定。罗布在演讲中向所有为 ...

6月27日，中国贸促会发布一组最新数据：5月份，全国贸促系统累计签发原产地证书、ATA单证册、商 事证明书等各类证书63.94万份，同比增长12.51%，其中，全国贸促系统优惠原产地证书签证份数为 23.77万份，增长41.68%，签证金额为79.11亿美元，增长36.05%。这反映出广大外贸企业拼劲满满、韧 性十足。 中国贸促会新闻发言人王琳洁说："在当前单边主义、保护主义加剧，多边主义、自由贸易受到严峻挑 战的形势下，我们的朋友圈没有缩小，反而越扩越大；中外工商界的合作意愿没有减弱，反而越来越 强。" 为帮助外贸外资企业从容应对外部冲击，迎接风险挑战，中国贸促会不断提升商事认证数字化、信息化 水平，大力创新服务外资工作方式：6月15日至29日，第一届"友谊杯"中外政企篮球邀请赛在京成功举 办；近日，中国贸促会配合外交部开展电子附加证明书试点并获发首份电子附加证明书…… "中国贸促会始终是中外交流合作的重要桥梁纽带。"王琳洁表示，我们将以配合外交部开展电子附加证 明书试点为契机，进一步优化服务、简化流程、改善体验，持续为外贸企业雪中送炭、增信赋能。此 外，下半年还将举办第二届"友谊杯"中外政企足球邀请赛，欢 ...

Group 1 - The Summer Davos Forum in Tianjin highlighted the importance of technological innovation, particularly in AI and robotics, as key topics among prominent Chinese entrepreneurs in the tech sector [1][4][10] - The global economic landscape is undergoing significant changes due to geopolitical factors, technological advancements, and economic restructuring, leading to a slowdown in global economic growth [4][6] - The number of discriminatory trade barriers has surged to over 1200 in 2024, significantly higher than the pre-pandemic average of over 200, indicating a rise in protectionism and trade friction [5][6] Group 2 - The forum showcased various emerging technologies, including generative watermarks for AI content and autonomous biosensors for early disease detection, as part of the "Top 10 Emerging Technologies" report [7][8] - There is a growing trend of regional trade agreements, with the number increasing from under 100 in the early 2000s to over 600 currently, reflecting a shift towards bilateral and small multilateral trade arrangements [5][6] - The global cross-border investment has seen a decline of approximately 40% from its historical peak, influenced by restrictive foreign investment policies and heightened trade tensions [6][11] Group 3 - The forum emphasized the need for global cooperation in promoting free trade, despite the challenges posed by current geopolitical realities [7][10] - Chinese companies are recognized for their rapid technological advancements, particularly in innovation and application, which are crucial for driving economic growth [11][13] - The discussion on China's economy highlighted the importance of AI integration across various industries and the potential for technology to create new job opportunities [13][14]

Core Viewpoint - The article discusses the strategic divergence between Germany and France in response to the impending U.S. tariffs on the EU, highlighting the differing approaches to negotiations and potential impacts on the European economy [1][5][6]. Group 1: U.S. Tariff Threat and EU Response - The U.S. is threatening to impose a 50% tariff on EU steel and aluminum products, along with a 25% tariff on automobiles and a 10% baseline tariff on all EU imports [1]. - The European Commission is evaluating the latest U.S. proposal and is prepared for a potential breakdown in negotiations, indicating that "all options are on the table" [1][5]. Group 2: Economic Impact on Germany - According to the German Ifo Institute, the German manufacturing sector could face severe impacts from U.S. tariffs, with a projected overall shrinkage of 2.8% and a 38.5% drop in exports to the U.S. [9]. - The automotive and pharmaceutical industries are expected to be the most affected, with value losses of 6% and 9% respectively [9]. Group 3: Divergent Strategies within the EU - Germany's Chancellor Merz advocates for a focused approach to negotiate tariffs on key industries, while France's President Macron insists on a zero-tariff agreement, warning against perceived weakness in negotiations [6][7]. - Italy's Prime Minister Meloni suggests accepting some tariffs to avoid worsening the situation, indicating a willingness to compromise [7]. Group 4: Future Trade Strategies - EU officials are considering a framework agreement to buy time for further negotiations, acknowledging the challenges of aligning positions among 27 member states [8]. - The EU is actively seeking to diversify its trade networks, with leaders expressing support for a free trade agreement with the South American Mercosur bloc [10].

Core Viewpoint - The China Council for the Promotion of International Trade (CCPIT) will host the Shanghai Cooperation Organization (SCO) Business Forum during the third Chain Expo, emphasizing regional cooperation and dialogue among businesses [1][2]. Group 1: Forum Details - The forum will take place on July 17 and is themed "Promoting the Shanghai Spirit: Business Community in Action," focusing on actionable outcomes and local development concerns [1]. - Activities will include a series of "SCO Entrepreneurs' Local Tours" in regions such as Xinjiang, Hunan, and Chongqing, aimed at enhancing cooperation in arbitration, cultural tourism, and economic investment [1]. Group 2: Research and Collaboration - The forum will release the "SCO Supply Chain Development Research Report," providing policy recommendations to enhance cooperation in industrial and supply chains among member countries [1]. - Three enterprise matchmaking events will be organized in agriculture, energy, and logistics, alongside exhibition activities to help businesses find optimal partners for resource allocation [1]. Group 3: Current Economic Climate - The current environment for China-Central Asia business cooperation is robust, with a growing willingness for collaboration despite challenges posed by unilateralism and protectionism [2]. - The year marks the "China Year" for the SCO, with significant activities planned to strengthen ties, including multiple delegations of Chinese entrepreneurs visiting SCO member states [2]. Group 4: Recent Achievements - During the second China-Central Asia Summit, 32 contracts and intention agreements were signed between Chinese and Central Asian enterprises, amounting to $11 billion, covering sectors like energy, logistics, and agricultural trade [3].

本报（chinatimes.net.cn）记者张智 天津摄影报道 2008年夏天，达沃斯论坛从阿尔卑斯山的雪山之巅，首次到达太平洋西岸的渤海之滨。彼时，正值国际 金融危机，世界经济遭受严重冲击，各国对世界经济能不能走出困境、将走向何方普遍感到迷茫和焦 虑。在那一年，无数的声音从天津发出，为世界经济建言献策。 2025年，当命运的齿轮再次将世界经济和国际经贸合作推向新的困难和挑战时，各国领导人再次聚首天 津。 6月25日下午，李强在天津出席2025年夏季达沃斯论坛工商界代表座谈会时表示，中国经济保持稳定增 长态势，不仅在于稳中向好的基本面和积极有为的宏观政策，还在于高度重视发挥市场的力量、发挥企 业的力量，这其中广大外资企业作出了重要贡献。同时，中国也为外资企业的发展提供了广阔天地。 他表示，这次论坛以"新时代企业家精神"为主题，具有重要现实意义。新时代需要企业家们发挥更大作 用、展现更大作为。 "企业家精神是科技创新与产业应用的内在驱动力。企业家在推动经济增长和创新发展、促进就业和服 务社会等方面发挥着不可替代的作用。尽管全球经济面临诸多不确定性挑战，中国经济依然展现出强大 的内生动力和适应力，这离不开企业家 ...

参与论坛的工商界代表表示，在华外资企业多年来见证了中国经济持续增长，中国的政策稳定性和规划 长期性在当前不确定性上升的全球形势下尤为珍贵。近段时间以来，伴随着稳增长政策的落地，中国经 济展现出巨大韧性，摩根士丹利、德意志银行、高盛等多家外资机构纷纷上调对于中国经济增长的预 期。事实一再证明，得益于明确的发展目标、连贯的规划引领、坚定的改革举措、务实的宏观政策，即 使外部冲击加大，中国依然有信心、有能力保持经济较快增长。世界经济论坛总裁博尔格·布伦德认 为，中国接连推出一系列政策举措，确保必要的结构性改革扎实推进，不仅有助于实现今年5%左右的 经济增长目标，还将为未来10年打下基础、做好铺垫。 "在世界经济形势严峻复杂背景下，中国经济展现出强劲韧性""中国的创新与开放有助于增强自由贸易 和多边体制的韧性""中国持续为全球发展注入强劲动力，仍是国际投资与合作的热土和沃土"……日前 在天津举行的第十六届夏季达沃斯论坛上，与会人士触摸中国经济发展脉动，共商世界经济复苏之策， 对中国经济前景和开放合作充满信心。 中国不断扩大开放，在与世界经济的深度联动中持续创造着共赢故事。作为全球第二大消费市场和进口 市场，中国有近5 ...

| 集运指数（欧线）期货日报 | | | | | | 2025/6/26 | | --- | --- | --- | --- | --- | --- | --- | | 项目类别 数据指标 环比 | 数据指标 | 最新 | | 最新 | | 环比 | | EC主力收盘价 | | 1759.900 | 21.6↑ EC次主力收盘价 | | 1325.6 | +37.10↑ | | 期货盘面 EC2508-EC2510价差 | -13.10↓ EC2508-EC2512价差 | 434.30 | | | 270.80 | -33.70↓ | | EC合约基差 | -19.70↓ | 177.24 | | | | | | 期货持仓头寸（手） EC主力持仓量 | -2043↓ | 41485 | | | | | | SCFIS（欧线）（周） | 239.51↑ SCFIS（美西线）（周） | 1937.14 | | | 2,083.46 | -825.22↓ | | SCFI（综合指数）（周） | -218.65↓ 集装箱船运力（万标准箱） | 1869.59 | | | 1,227.97 | -0.10↓ | | ...

光大期货金融期货日报 光大期货金融期货日报（2025 年 06 月 26 日） 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | 股指 | 国内基本面来看，5 月 PPI 同比-3.3%，较 4 月环比下滑；新增人民币贷款 | 震荡 | | | 6200 亿元人民币，比上年同期少增 3300 亿元。化债背景下信用收缩、需求 | | | | 不足仍是当前主要矛盾，指数很难突破中枢大幅上涨。另一方面，2025 年上 | | | | 半年企业盈利情况较 2024 年有明显改善，在配置型资金托底的背景下，A 股 | | | | 指数短期同样不会出现大幅下跌的走势。预期未来指数仍以震荡为主。 | | | | 国债期货收盘，30 年期主力合约跌 0.22%，10 年期主力合约跌 0.04%，2 年 | | | | 期主力合约涨 0.01%，5 年期主力合约基本持稳。中国央行开展 3653 亿元 7 | | | | 天期逆回购操作，利率持稳于 1.4%。公开市场有 1563 亿元逆回购到期，净 | | | | 投放 2090 亿元。2025 年 6 月 25 日中国人民银行将以固定 ...

Group 1 - The 16th Summer Davos Forum took place in Tianjin from June 24 to 26, 2025, with over 1,700 representatives from more than 90 countries and regions attending [1] - Former UK Prime Minister Tony Blair emphasized the need for deeper cultural exchanges and understanding of China beyond a Western perspective, highlighting the significant societal changes in China since his first visit in 1988 [1] - Blair categorized the international attitude towards China into two groups: those who do not wish for China's rise and those who accept it, advocating for the latter and calling for a more nuanced understanding of China's global role [1] Group 2 - Vietnamese Prime Minister Pham Minh Chinh pointed out various risks and challenges facing Asia, such as rising protectionism, economic slowdown, climate change, and resource scarcity, while also highlighting the opportunities available [2] - Chinh proposed the establishment of an "Asian Innovation Network" to integrate resources from major countries, research institutions, universities, and businesses to support small and medium enterprises [2] - Singaporean Prime Minister Lawrence Wong, during his first visit to China since taking office, stressed the importance of maintaining a rules-based multilateral order [2] Group 3 - Wong expressed concerns about the impact of U.S. tariff policies on global order, suggesting that while the era of free trade may be ending, trade will continue, and Singapore aims to maintain its competitiveness [3] - Both Chinh and Wong discussed the need for Vietnam and Singapore to find a balance between China and the U.S. in light of current geopolitical tensions, with Vietnam's trade heavily reliant on both nations [3] - Chinh reiterated Vietnam's independent and non-aligned foreign policy, aiming to maintain friendly relations with all countries, while Wong emphasized Singapore's commitment to its national interests without favoring either China or the U.S. [3]