当前，全球经贸正面临着地缘政治不确定性的冲击。美国所谓"对等关税"政策给全球商界的可持续发展带来了诸多挑战。然而，全球经贸依然需要强大的、 完整的供应链作为支撑，全球化趋势不会因此中断，全球商界依然需要更加安全、稳定的供应链。 新京报贝壳财经：你已经在中国生活多年，你如何看待近年来中国经济发展的变化？ 近年来，中国已经形成了可助力世界经贸发展的强大供应链和制造能力，科技创新能力也在加速提升。与此同时，中国坚持对外开放，让中国在国际市场 的"朋友圈"越来越广泛。 世界商界如何看待中国经济发展前景？他们与中国是否会持续加强合作？为此，新京报贝壳财经记者采访了多位来自不同国家在华商会高管，诠释中国在全 球商界的重要性与影响力。 本次对话嘉宾为中国比利时商会副会长皮埃尔·米罗什尼科夫。 中国比利时商会副会长皮埃尔·米罗什尼科夫。受访者供图 近期，皮埃尔·米罗什尼科夫在接受新京报贝壳财经记者专访时表示，如果有一个词来形容近年来中国市场的变化，那就是"Amazing（太神奇了）"。这 种"神奇"源自中国城市、科技等多个方面的高速发展，也源自中国"尊重一切"的理念。 今年是中欧建交50周年。50年间，中欧经贸关系已发展为全 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 mckinsey 。 2024年，半导体行业市值位居第四，仅次于高科技、生命科学（制药和生物技术）以及媒体和娱乐行业（图1）。半 导体支撑着消费电子、汽车、航空航天和国防（A&D）等关键行业，并构成了许多国家安全技术的基础。 出于这些原因，各国近期一直在探索采取两位数甚至三位数关税以及材料出口限制等贸易措施。例如，2025年4月2 日，美国宣布对包括中国在内的许多国家征收对等关税。在随后不断升级的中美贸易紧张局势中，两国都对进口商品 征收了超过100%的关税。在出口限制方面，中国生产约95%的镓和锗，而这些原材料对某些半导体至关重要。12024 年12月，中国宣布对这两种材料的出口进行限制，加剧了供应脆弱性。 地缘政治紧张局势导致半导体公司和下游参与者（电子制造服务（EMS）公司、汽车原始设备制造商、消费电子产品 公司和分销商）制定旨在维持产量和营业利润率的战略。 在这种动荡的环境中，半导体行业处于有利地位，能够在帮助下游客户应对关税对终端消费者的影响方面发挥关键作 用。半导体在许多常用产品的物料清单 (BOM) 中占了很大一部分。此外，在疫情期间 ...

21世纪经济报道记者倪雨晴 郑州报道从新郑机场驱车15分钟，就来到了富士康郑州科技园。这里，是 苹果手机iPhone最大的生产基地之一。 作为全球知名的iPhone代工厂巨头，富士康在全国多地布局了制造园区，郑州则是中原地区的重镇。 2010年，富士康首次"牵手"河南，在郑州航空港区引入苹果手机产线。 事实上，富士康在中国民众的眼中，已经从一个普通的大型企业升格为制造产业的一个符号，这种符号 的印象是复杂多元的。 整体而言，在"代工"标签背后，富士康的精密技术是中国整体制造技术快速进步的代表，在富士康的发 展带动下，国内也涌现一批产业链企业。同时，随着资深技术人才的积累、"00后"等更多年轻人进入产 线工作，富士康的企业文化也在更迭之中。 5月27日，21世纪经济报道记者来到富士康郑州航空港厂区，探访一线生产情况。Apple亚洲采购及运营 管理副总裁崔玉善接受记者采访时谈道："富士康的郑州厂区有15年的历史，从iPhone 4s一直延续到最 新的iPhone 16 系列，一些制程已经发展到全自动化，这也是苹果在中国的供应商智能制造的一个缩 影。" 面对国际贸易环境变幻，苹果和富士康高管一直强调的是，中国供应链 ...

Core Insights - The G7 ministers have acknowledged the need for further work on supply chains, financial crime, and growth policies, indicating ongoing discussions and potential developments in these areas [1] - The Canadian Minister of National Revenue, Pang Fei, expressed optimism about the progress being made towards reducing instability and uncertainty in the global economic landscape [1] Group 1 - The G7 ministers are focused on enhancing supply chain resilience, addressing financial crime, and formulating effective growth policies [1] - There is a collective recognition among G7 members that more efforts are required to tackle these critical issues [1] - The statement reflects a commitment to improving global economic stability and reducing uncertainties [1]

Group 1 - The G7 draft communiqué commits to addressing issues of economic imbalances and calls for an analysis of market concentration and supply chain conditions [1]

Group 1 - The U.S. Treasury Secretary has indicated potential changes to tariffs on Chinese goods, responding to pressure from 352 American companies facing supply chain disruptions and rising costs [1][3][5] - The proposed adjustments are likely to focus on non-strategic consumer goods and intermediate products, aiming to alleviate inflation and reduce production costs for U.S. businesses [5][9][11] - Despite the Treasury's intentions, significant political hurdles remain, including opposition from hawkish lawmakers and the U.S. Trade Representative, who views tariffs as a critical leverage point [7][9][19] Group 2 - The ongoing inflation in the U.S., which has exceeded 5% for 18 consecutive months, and supply chain issues are driving the need for tariff adjustments [3][11][15] - The U.S. manufacturing sector has seen average cost increases of 12%, with household appliance prices rising by 23%, impacting low-income families significantly [11][13] - China's response includes a willingness to engage in dialogue, with high-level officials indicating that any negotiations must respect China's core interests [9][15][19] Group 3 - The potential tariff changes reflect a broader shift in U.S.-China relations, moving from confrontation to tentative engagement, driven by economic pressures on both sides [15][19] - The complexity of political dynamics in the U.S. suggests that any significant tariff relief will require extensive negotiations and may not occur swiftly [19] - The global economic landscape is also affected, with the WTO warning that continued trade tensions could lower global growth by 0.8% by 2025 [13][15]

每经记者｜岳楚鹏 兰素英 宋欣悦 每经编辑｜兰素英 肖勇 美商家加速 - 论员" 8家船运公司计划上调运价 每日经济新闻 NATIONAL BUSINESS DAIL' ◆ 5月12日，中美经贸会谈达成90天窗口期。美国商家开始加速"抢货"，美国港口的清冷局面有望扭转，有美国港口负责人称，预计到仲夏时节，货运量将 激增。《每日经济新闻》记者梳理发现，洛杉矶当地港口下周的货物进口量环比预计将增长近22%。"抢运潮"正在涌现，有数据显示，本周中国至美国的海 运订单量较上周增长了275%。八家船运公司闻风而动，宣布了GRI（一般费率上调）计划，GRI增幅最高达3000美元/FEU（即40英尺集装箱）。 栏目 《一周国际财经》2025年全新改版 "国际头条" 深度挖掘国际财经事件 新锐"发现美股新势力，"一周数据 瞻"提前锁定下周看点。 对记 2020年2月栏目推出以来,深度对词 图灵奖得主、经济学 需求的爆炸式释放正迅速推高航运价格。八家船运公司已经针对亚洲到美国的航线宣布了GRI（General Rate Increase，一般费率上调）计划，GRI增幅最高 达3000美元/FEU（即40英尺集装箱）。 ◆ 俄乌 ...

Core Viewpoint - The joint statement from the China-U.S. Geneva trade talks indicates a significant reduction in tariffs imposed by both sides, leading to improved market sentiment and expectations for constructive negotiations to continue [1] Market Sentiment Improvement - Following the joint statement, market institutions expressed heightened interest, with Huaxia Fund noting that the tariff reductions exceeded expectations, positively impacting market reactions and injecting confidence into global markets [2] - UBS analysts highlighted the attractiveness of Chinese assets, citing a median price-to-earnings ratio of 25 times for A-shares, which remains below the central level, indicating strong investment value [2] - Morgan Stanley's research showed that U.S. hedge funds increased bullish bets on Chinese stocks due to optimism regarding trade negotiations, with China being the most underweight region in emerging market portfolios [2] Export Data Expectations - Analysts predict a notable improvement in China's export data in the near term, as the significant tax cuts may stimulate a wave of suppressed exports that were delayed in April [3] - Goldman Sachs analysts indicated that both Chinese exporters and U.S. importers would likely rush to place orders during the tariff suspension period, emphasizing the urgency in the market [4] Sector Opportunities - Multiple institutions expressed optimism regarding investment prospects in the technology sector, with Huaxia Fund suggesting that the recovery in market risk appetite could favor technology growth [5] - UBS Wealth Management identified leading internet companies driving AI development as attractive investment opportunities, with the semiconductor supply chain also presenting appealing prospects [6] - Morgan Stanley noted China's advancements in AI, humanoid robots, and electric vehicles, enhancing global investor confidence in Chinese enterprises [6] Ongoing Trade Relations Monitoring - Institutions emphasized the need to continuously monitor international trade relations, with a balanced outlook on market sentiment, neither overly pessimistic nor optimistic [7] - UBS indicated that despite reduced tariff risks, the controversial policies of the Trump administration could lead to more frequent shifts in market risk appetite, maintaining gold's appeal as a traditional safe-haven asset [7] - UBS projected strong mid-term demand for gold, supported by central bank purchases, as market uncertainties persist [8]

波音表示，希望沙特成为F15EX供应链的一部分。 ...

波音：希望沙特成为F15EX供应链的一部分。 ...