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联合国贸发会议:贸易格局正在重塑 世界经济逼近“危机边缘”
Group 1 - The UN Conference on Trade and Development (UNCTAD) report indicates that financial market volatility is becoming a key factor influencing global trade and economic outlook, leading to increased fragility in the world economy [1] - The report forecasts a slowdown in global economic growth to 2.6% in 2025, down from 2.9% in 2024 [1] - Global trade growth is expected to be around 4% at the beginning of 2025, driven by early imports in response to tariff adjustments and the expansion of service trade due to the digital economy [1] Group 2 - Over 90% of global trade relies on bank financing, with the dollar maintaining a dominant position in international payments and trade settlements, making the global trade system sensitive to changes in interest rates and investor sentiment [2] - The financialization trend is altering the dynamics of the commodity market, with major grain trading companies deriving over 70% of their revenue from financial activities rather than physical trade [2] - Developing countries are projected to achieve a 4.3% economic growth rate in 2025, significantly higher than developed economies, but face challenges such as higher financing costs and climate change pressures [2] Group 3 - Climate-vulnerable countries bear additional burdens, with extreme weather leading to an estimated extra interest expense of $20 billion annually, accumulating over $212 billion since 2006 [3] - Despite a trend towards diversification in global foreign exchange reserves, the dollar's dominance in financial, payment, and capital markets has strengthened, with its share in the SWIFT payment system rising from 39% to about 50% over the past five years [3] - To enhance global economic resilience, UNCTAD calls for institutional reforms to improve financing conditions for developing countries and strengthen local currency financial markets [3]
人民日报聚焦湖北武汉:锚定“五个中心”战略定位 奋力谱写高质量发展新篇章
Ren Min Wang· 2025-12-04 06:49
Core Insights - Wuhan is striving for high-quality development during the "14th Five-Year Plan" period, aiming to become a national central city and a key strategic hub in central China [1][4][13] Economic Development - Wuhan's GDP has surpassed 2 trillion yuan, with an annual increase of 100 billion yuan [4] - The high-tech industry added value reached 641.44 billion yuan, accounting for 30.4% of the GDP, exceeding the target of 28% [4] - The digital economy has ranked among the top ten in the country, contributing over 50% to the GDP [4] - The optical-electronic information industry cluster is advancing towards a trillion-level scale, with AI industry growth averaging over 30% annually [4] Regional Collaboration - Wuhan has established high-speed rail connections with nearby cities, enhancing regional collaboration [4] - The city is leading the creation of a technology resource-sharing platform in the middle reaches of the Yangtze River, promoting cross-regional innovation [5] Technological Innovation - Wuhan has been designated as a national technology innovation center, focusing on high-level innovation platforms and deep integration of technology and industry [6] - The city has launched several groundbreaking technologies, including the world's first high-precision chip and advanced processing equipment for aircraft engines [6] - Wuhan ranks eighth globally in the "2024 Nature Index - Research Cities" [6] Trade and Logistics - Wuhan's Yangluo Port saw a 258.86% increase in cargo volume in the first nine months of the year [8] - The city has established new routes for the China-Europe Railway Express, with over a thousand trips annually [8] - In the first three quarters, Wuhan's import and export value reached 336.96 billion yuan, accounting for 54.6% of Hubei's total [8] International Engagement - Wuhan has hosted significant international events, enhancing its global presence [10] - The city has established friendly relations with 127 cities in 65 countries, expanding its international network [10] Financial Development - Wuhan ranks tenth in the national financial center index, reflecting its growing financial services sector [12] - The city has launched several financial innovation initiatives, including a national-level technology insurance demonstration zone [12] - Green loans in Wuhan reached 723 billion yuan, with a year-on-year growth of 12.28% [13]
X @外汇交易员
外汇交易员· 2025-12-04 06:39
习近平:中法两国要抓住机遇,拓展合作空间,巩固航空、航天、核能等传统领域合作,挖掘绿色经济、数字经济、生物医药、人工智能、新能源等领域合作潜力。中方愿进口更多法国优质产品,欢迎更多法国企业来华发展,也希望法方为中国企业提供公平环境和稳定预期。中法两国人民有着天然亲近感,要深化文化、教育、科技、地方等领域交流合作,续写人文交流精彩篇章。马克龙表示,愿同中方促进相互投资,加强经贸、可再生能源等领域合作,促进友好文化交流。法方致力于推动欧中关系健康稳定发展,认为欧中应坚持对话合作,欧中应实现战略自主。面对世界地缘形势不稳、多边秩序受到冲击,法中合作更显重要,不可或缺。会谈后,两国元首共同见证签署核能、农食、教育、生态环境等领域多项合作文件。外汇交易员 (@myfxtrader):央视:12月4日上午,国家主席习近平在北京人民大会堂同来华进行国事访问的法国总统马克龙举行会谈。 ...
数字孪生、数字化转型主题汇总(2025-12-03更新)
Sou Hu Cai Jing· 2025-12-04 06:39
数字孪生是充分利用物理模型、传感器、运行历史等数据,集成多学科、多物理量、多尺度、多概率的仿真过程,在虚拟空间中完成映射,从而 反映相对应的实体装备的全生命周期过程。数字孪生是一种超越现实的概念,可以被视为一个或多个重要的、彼此依赖的装备系统的数字映射系 统。数字化转型是指企业通过数字技术的应用,实现业务流程重构、组织架构调整、经营模式创新等方面的变革,从而提高企业的核心竞争力和 可持续发展能力。数字化转型是一个广泛的概念,不同行业、不同规模的企业都可以进行数字化转型。 (至2025年12月03日) 2025中国数字产业出海报告 数字产业创新研究中心 2025-11 2025年企业数字化绿色化协同转型发展典型案例汇编 全国工商联 2025-7 将人工智能融入可持续解决方案在数字时代实现可持续发展 安永 2025 2025年政企行业转型先锋案例集 腾讯 2025 基于工业互联网的煤炭企业——信息化系统运维体系建设白皮书 华为 2022 破局:中小制造企业积木式数字化转型之路 西门子 2025 自主式交通系统数字孪生数据交互规范(征求意见稿) 中国智能交通协会 2025-5 中国地理信息产业发展报告 中国地理信息 ...
习近平同法国总统马克龙举行会谈
证券时报· 2025-12-04 06:30
12月4日上午,国家主席习近平在北京人民大会堂同来华进行国事访问的法国总统马克龙举行会谈。 习近平指出,中法都是有远见、有担当的独立自主大国,是推动世界多极化、促进人类团结合作的建设性力 量。当前,百年变局加速演进,人类又一次站在何去何从的十字路口。中法两国应当展现责任担当,高举多边 主义旗帜,坚定站在历史正确一边。中方愿同法方一道,始终从两国人民根本利益和国际社会长远利益出发, 坚持平等对话、开放合作,让中法全面战略伙伴关系在"新甲子"走得更稳更好,充分彰显其战略价值,为推动 平等有序的世界多极化、普惠包容的经济全球化作出新的贡献。 习近平强调,无论外部环境如何变化,中法两国都应当始终展现大国的战略眼光和独立自主,在彼此核心利益 和重大关切问题上相互理解和支持,维护好中法关系的政治基础。中共二十届四中全会审议通过"十五五"规划 建议,为未来5年中国发展擘画蓝图,也向世界提供了一份"机遇清单"。中法两国要抓住机遇,拓展合作空 间,巩固航空、航天、核能等传统领域合作,挖掘绿色经济、数字经济、生物医药、人工智能、新能源等领域 合作潜力。中方愿进口更多法国优质产品,欢迎更多法国企业来华发展,也希望法方为中国企业提供 ...
深入推进数字中国建设 信托业奔赴千亿级数据要素新蓝海
Core Insights - The article discusses the awakening of dormant public data value in the digital economy, exemplified by the launch of the "Beifang Trust·Tianjin Public Transport Smart Data Asset Service Trust" which aims to create a financial loop through public transport data to support "driverless" initiatives [1][3] Group 1: Data Asset Trusts - The Tianjin Public Transport Digital Asset Trust transforms public transport data into measurable, tradable, and value-added assets, with the support of the Tianjin Data Asset Registration and Evaluation Center [3] - Beifang Trust uses the trust beneficiary rights as collateral to provide funding for the Tianjin Public Transport Group, which is developing the city's first "driverless" bus line [3] Group 2: Market Potential - China's data factor market has surpassed 100 billion yuan, with projections to reach 500 billion yuan by 2030, driven by a compound annual growth rate of over 25% from 2017 to 2022 [4] - The government's policies, including the "14th Five-Year Plan" and the National Development and Reform Commission's guidelines, are encouraging innovation in data trusts and financial products [4][5] Group 3: Trust Industry Transformation - The trust industry is transitioning from being merely a "funding channel" to focusing on wealth and asset management, necessitating enhanced service capabilities [5][9] - Data trusts are seen as a significant innovation direction for the trust industry, with broad business prospects under the new classification standards [5] Group 4: Challenges and Solutions - The main challenges in data assetization include unclear ownership, lack of valuation standards, and inadequate regulatory frameworks [9] - The trust mechanism offers unique advantages in data ownership, valuation, and circulation, addressing issues of ownership independence and flexible distribution of benefits [9][10]
银川数字经济方兴未艾
Jing Ji Ri Bao· 2025-12-04 03:36
经济日报记者 马呈忠 近日,在位于宁夏银川市的宁夏英炜智慧电子信息工程有限公司,负责人黄英刚正带领团队开发医 疗领域智能语音交互模型。"当前,医疗行业存在一个明显痛点。那就是在日常工作中,护理人员需填 写大量文书,挤占了服务患者的时间。但文书工作又不得不做,怎么办?"黄英刚说,经过多年研发, 公司有效解决了医疗场景下的自然语言处理与识别转换问题。目前,智能语音识别文书记录准确率已达 98%,可将护理人员原本需2小时的文书记录工作压缩至10分钟以内。 在银川,"数字化"正成为经济高质量发展的关键词之一。近年来,银川市明确建设人工智能应用基 地、数字产品制造基地、算力监测调度中心和数据运营中心的目标定位,并成立服务保障工作专班,出 台"人工智能10条""算力人才12条"等专项政策;实施算力应用产业引育、数字产品制造产业扩量等行 动,持续夯实数字经济发展基础。 人工智能基底建设是数字经济发展的关键。银川市积极推进九川科创谷等智算中心项目建设,目前 已建成通用数据中心8个、智算中心1个,形成智能算力3600P。银川市积极开展公共数据授权运营,建 成数据共享交换、一体化数据与数据开放等平台,引进和培育数据服务商20余家 ...
全市场最牛的指数基金是谁?
Xin Lang Cai Jing· 2025-12-04 03:19
Group 1 - The core point of the article highlights that the Dachen Internet + Big Data A index fund has reached a historical high amidst generally pressured market sentiment, with a cumulative increase of 236% and an annualized return of 22.4% over the past six years, outperforming other popular funds [1][12][24] Group 2 - The driving force behind the Dachen Internet + Big Data A fund is not traditional fundamentals but rather a big data intelligence strategy based on internet search behavior, utilizing the 360 Internet + Big Data 100 index, which incorporates real-time search data into its compilation logic [3][15][24] - The 360 Internet + index is the first in China to integrate real-time search data, transforming user queries into quantifiable market attention indicators, which serve as key forward-looking signals in a multi-factor stock selection model [3][15][24] - The index is designed to capture emotional changes and shifts in market hotspots, maintaining an advantage in structural market conditions [3][15][24] Group 3 - The index employs a "data + quantitative" methodology, demonstrating strong elasticity and growth during technology cycles or favorable policy releases [4][16] - Currently, Dachen Internet + Big Data A is the only public fund tracking this index, having been stable since its establishment in 2016, providing a tool for investors to engage with this strategy [4][16] Group 4 - The fund's annual report indicates that in 2024, the fund significantly underperformed the index due to market volatility affecting subscription and redemption activities, leading to a deviation from the index [6][18] - The fund exhibits a small-cap investment style, with a majority of its heavy holdings being companies with market capitalizations below 10 billion [8][20] - In terms of industry allocation, while there is a relative focus on TMT (Technology, Media, and Telecommunications), over 20% of the portfolio is also allocated to home appliances and other sectors [9][21] Group 5 - The index's monthly rebalancing results in a relatively high turnover rate, placing it in the top 25% of its peers, with approximately 3-4 major rebalances each year [11][23]
“金融有为”地方纵横谈丨以要素证券化为核心的金融服务新要素模式
Core Viewpoint - The "14th Five-Year Plan" emphasizes the combination of an effective market and a proactive government, aiming to enhance the role of the market in resource allocation while improving government functions to build a unified, open, competitive, and orderly market system [1] Group 1: Financial Models for New Factors - Local governments are encouraged to create new financial models that support new factors by focusing on value formation, capital support, and ecological collaboration [3] - Financialization of new factors is essential for discovering their prices and enhancing their value, with local governments needing to explore financialization paths tailored to local characteristics [3][4] - The introduction of "patient capital" is crucial for the high-quality development of new factor enterprises, which often face challenges in obtaining traditional credit funding [4] Group 2: Integration of Financial Services and Industry - There is a need for a dual empowerment approach where financial services enhance industrial development and vice versa, leveraging digital technologies for improved risk control and service capabilities [5] - Local governments should promote deep integration between financial elements and digital industry systems, encouraging the development of financial products tailored to the characteristics of digital industries [5] Group 3: Case Study of Hangzhou - Hangzhou has pioneered a comprehensive financial service model that integrates industry, data, and finance to support the growth of new industries and technologies [6] - The city has established a data trading center and a data exchange to facilitate the assetization and securitization of data elements, becoming the first city in China to legislate for data circulation and trading [7] - Hangzhou's financial innovation has led to the development of customized financial tools that replace traditional collateral with new factors like talent and intellectual property, significantly supporting the digital economy [9]
江苏省数字经济创新发展典型案例名单公布
Nan Jing Ri Bao· 2025-12-04 02:32
作为数字经济的重要引擎,平台经济正加速向专业化、智能化方向演进。南京凯奥思数据技术有限 公司推出的全国首个数据要素创新示范平台——"超思"设备精护平台,聚焦工业设备预测性维护领域, 依托物联网传感器实时采集振动、温度等多维运行数据,融合边缘计算与云端大数据建模技术,构建 起"远程监控—智能预警—自动诊断—主动运维"的全链条闭环服务体系。 在数据要素市场化配置改革方面,南京也走在前列。本次共有4个来自南京的案例入选该类别。针 对水利行业数据孤岛、标准不一、共享不畅等问题,南京中禹智慧水利研究院有限公司创新打造以数据 要素底板为基础,模型、知识平台为核心,以"无/少代码"一体化智能应用搭建环境的智能中枢,支撑水 利业务场景实现"历史可重现、现实可演绎、未来可预知",同时归集水利数字资源统一封装,基于资产 化管理为各企事业单位搭建核心技术和产品线上交易平台。 值得一提的是,雨花台区作为南京数字经济发展核心承载区,集聚涉软企业超4800家、软件从业 人员37万余人,2025年软件业务收入突破3000亿元,占全市35%、全省20%,成为全省软件产业发展 的"压舱石"。此次该区有6个案例入选,占全市入选数量的三分之一,表 ...