据商务部网站消息，2025年1-8月，我国服务贸易稳步增长，服务进出口总额52476.9亿元(人民币， 下同)，同比增长7.4%。其中，出口23004.4亿元，增长14.7%；进口29472.5亿元，增长2.3%。服务贸易 逆差6468.1亿元，比上年同期减少2280.7亿元。主要呈现以下特点： 知识密集型服务贸易保持增长。1-8月，知识密集型服务进出口20250.7亿元，增长6.7%。其中，其 他商业服务、电信计算机和信息服务进出口8547.2亿元、7131亿元，增速分别为3.6%、10.8%。知识密 集型服务出口11784亿元，增长9.4%；知识密集型服务进口8466.7亿元，增长3.2%；顺差3317.3亿元， 比上年同期扩大747亿元。 旅行服务出口增长最快。1-8月，旅行服务增长较快，进出口达14481.8亿元，增长8.6%。其中，出 口增长57.6%，进口增长2.3%。 ...

原文如下： 旅行服务出口增长最快。1-8月，旅行服务增长较快，进出口达14481.8亿元，增长8.6%。其中，出口增 长57.6%，进口增长2.3%。 商务部服贸司负责人介绍2025年1-8月服务贸易发展情况 本文编选自"商务部"官网，智通财经编辑：刘家殷。 2025年1-8月，我国服务贸易稳步增长，服务进出口总额52476.9亿元(人民币，下同)，同比增长7.4%。 其中，出口23004.4亿元，增长14.7%；进口29472.5亿元，增长2.3%。服务贸易逆差6468.1亿元，比上年 同期减少2280.7亿元。主要呈现以下特点： 智通财经APP获悉，商务部服贸司负责人介绍2025年1-8月服务贸易发展情况。据披露，2025年1-8月， 我国服务贸易稳步增长，服务进出口总额52476.9亿元(人民币，下同)，同比增长7.4%。其中，出口 23004.4亿元，增长14.7%；进口29472.5亿元，增长2.3%。服务贸易逆差6468.1亿元，比上年同期减少 2280.7亿元。 知识密集型服务贸易保持增长。1-8月，知识密集型服务进出口20250.7亿元，增长6.7%。其中，其他商 业服务、电信计算机和信息服务 ...

Domestic Developments - The steel industry has set a target for an average annual growth of around 4% in value added for 2025-2026, as outlined in the "Steel Industry Stabilization and Growth Work Plan" issued on September 22[6] - The financial sector has achieved significant growth, with total assets of the banking industry reaching approximately 470 trillion yuan, ranking first globally, and the stock and bond markets ranking second[9] - The service trade policy aims to enhance quality and expand capacity, focusing on five key areas including capital utilization and international market expansion, with service exports growing by 15.3% year-on-year from January to July 2025[14] International Developments - U.S. President Trump announced a new fee of $100,000 for H-1B visa applications, which may hinder the recruitment of tech talent[15] - The Eurozone's composite PMI rose to 51.2 in September, the highest in 16 months, indicating economic expansion, although concerns about growth sustainability remain due to weak new orders[17] - Freeport-McMoRan announced a supply contract entered into "force majeure" status due to a significant landslide at its Grasberg mine, which may reduce copper production by approximately 35% in 2026[21] Commodity Prices - Brent crude oil prices increased by 1.57% week-on-week, while iron ore and cathode copper prices rose by 0.48% and 0.12%, respectively[23] - Rebar prices increased by 0.32%, cement prices rose by 1.85%, and thermal coal prices went up by 1.69% week-on-week[28] - Real estate sales in 30 major cities increased by 19.73% week-on-week, with first-tier cities seeing a 21.50% increase[38]

9月10日，习近平主席向2025年中国国际服务贸易交易会致贺信强调，中国将坚定不移扩大高水平对外 开放，积极对接国际高标准经贸规则，加快在自由贸易试验区、国家服务贸易创新发展示范区等平台先 行先试，有序推进服务市场开放，推动服务贸易高质量发展。党的二十届三中全会围绕完善高水平对外 开放体制机制作出重要部署，提出创新提升服务贸易。国办印发《关于以高水平开放推动服务贸易高质 量发展的意见》，旨在创新提升服务贸易、加快建设贸易强国。服务贸易是国际贸易的重要组成部分和 国际经贸合作的重要领域，在构建新发展格局中具有重要作用。随着外部环境变化和我国产业结构调 整，必须把加快服务贸易创新发展摆在更加重要的位置，找准发力方向。 基本内涵与发展趋势 服务贸易是以服务作为商品进行跨国交换的经济活动，具有无形、不可分离和不可存储的特征，核心是 以资本、劳动力和知识技术为基本要素的服务交易。在全球贸易格局加速演变的今天，服务贸易不仅是 知识扩散、信息传播和技术转移的重要渠道，更被视为一国贸易结构升级、向全球价值链高端攀升的重 要标志。 从全球视角看，服务贸易在不稳定性不确定性日益上升的国际环境中展现出强大韧性，推动世界经济复 苏和 ...

宏观日报 | 2025-09-25 关注电力行业新能源装机推进 中观事件总览 生产行业： 1）9月24日，国家主席习近平在联合国气候变化峰会发表视频致辞。习近平宣布中国新一轮国家自主 贡献：到2035年，中国全经济范围温室气体净排放量比峰值下降7%-10%，力争做得更好。非化石能源消费占能源 消费总量的比重达到30%以上，风电和太阳能发电总装机容量达到2020年的6倍以上、力争达到36亿千瓦，森林蓄 积量达到240亿立方米以上，新能源汽车成为新销售车辆的主流，全国碳排放权交易市场覆盖主要高排放行业，气 候适应型社会基本建成。 服务行业： 1）商务部等9部门印发《关于促进服务出口的若干政策措施》，包含13项具体措施，旨在推动服务贸 易高质量发展。政策措施包括用好用足中央和地方现有资金渠道支持服务出口，增强服务贸易创新发展引导基金 撬动作用，优化服务出口零税率申报程序，加大出口信用保险支持力度等。其中提到，支持在上海自贸试验区临 港新片区、海南自由贸易港等有条件的地区开展国际数据服务业务。适应服务贸易新业态新模式发展需要，支持 在自贸试验区、海南自由贸易港、国家服务业扩大开放综合试点示范地区等建立国际数据中心和云 ...

通知提出，完善保税监管制度，在符合国家相关进口监管要求的前提下，试点对综合保税区外开展"两头在外"的集成电路、消费电子产品检测业务实行保税 监管。 通知提出，制订重要数据目录，出台更具操作性的重要数据识别指南。 通知提出，支持在自贸试验区、海南自由贸易港、国家服务业扩大开放综合试点示范地区等建立国际数据中心和云计算中心，面向各类有需求的企业提供数 据处理服务。 事关服务出口！ 近日，商务部等9部门印发《关于促进服务出口的若干政策措施》的通知。 通知显示，加快发展服务贸易，是扩大高水平对外开放、培育外贸发展新动能的重要举措。为更大力度促进服务出口，推动服务贸易高质量发展，通知提出 13项具体措施，包括用好用足中央和地方现有资金渠道积极支持服务出口、增强服务贸易创新发展引导基金撬动作用、加快发展国际数据服务业务等。 通知提到，指导地方充分利用中央和地方现有资金渠道，进一步支持数字服务、高端设计、研发、供应链、检验检测、认可认证、知识产权、地理信息、语 言服务等服务出口新业态新模式，以及节能服务、资源循环利用服务、环境治理服务、环境咨询服务、碳足迹核算管理服务、碳管理综合服务等绿色服务， 培育服务出口重点企业和重点 ...

记者 辛圆 据商务部网站周三发布消息，商务部会同中央网信办、财政部等九个部门印发《关于促进服务出口的若干政策措施》（以下简称《措施》），提出一系列具 体举措。 《措施》首先提到，用好用足中央和地方现有资金渠道积极支持服务出。加强政策解读，指导地方充分利用中央和地方现有资金渠道，进一步支持数字服 务、高端设计、研发、供应链、检验检测、认可认证、知识产权、地理信息、语言服务等服务出口新业态新模式，以及节能服务、资源循环利用服务、环境 治理服务、环境咨询服务、碳足迹核算管理服务、碳管理综合服务等绿色服务，培育服务出口重点企业和重点项目。 《措施》还提出，增强服务贸易创新发展引导基金撬动作用。支持服务贸易创新发展引导基金加大对服务贸易的投资，加强与地方基金联动，带动更多社会 资本投资服务贸易和数字贸易领域。修订《服务出口重点领域指导目录》《服务外包产业重点发展领域指导目录》，对基金重点投向加强业务指导。 《措施》同时提到，优化服务出口零税率申报程序。加强部门协同和信息共享，鼓励更多有条件的地区依托相关电子信息平台，在申报服务出口退税时推广 以电子信息替代需企业申报的纸质或电子凭证，提高服务出口退税申报效率。 商务部数 ...

Core Insights - The speech discusses the four stages of supply chain development and emphasizes the importance of building a global supply chain system centered on services, trade, and digital technology [1][2][5]. Group 1: Stages of Supply Chain Development - The first stage focuses on providing comprehensive services for trade facilitation, which initially emerged in Shenzhen but faced challenges in forming core competencies due to low entry barriers [1]. - The second stage sees logistics becoming the core business, where companies offer solutions for trade facilitation, digitalization, and sustainable transformation, gradually building competitive advantages [1][2]. - The third stage extends supply chain services to the production sector, requiring specialized service capabilities, with China primarily participating as a follower in a Western-dominated global supply chain [2]. - The fourth stage emphasizes service trade and digital trade, presenting a critical opportunity for Chinese companies to establish a service-oriented supply chain system [2][5]. Group 2: Recommendations for Supply Chain Development - There is a strong emphasis on leveraging digital technologies, particularly AI, remote sensing, and satellite technologies, to enhance supply chain management efficiency [3][4]. - The supply chain is identified as a key area for developing credible big data, particularly in private domains, which can enhance AI model training and support the establishment of a global trustworthy trade mechanism [3]. - Intelligent matching is highlighted as a transformative factor for supply chain development, improving resource allocation and cross-border collaboration through seamless integration of various service trade components [4]. - Building an ecosystem is deemed essential for the development of the digital economy, requiring collaboration across sectors to create a more open, transparent, and sustainable supply chain system [4][5].

Core Points - The 2025 Service Trade Fair (STF) features a vibrant "Jiangxi Small Fry Food Culture Market," showcasing local cuisine and promoting Jiangxi's food culture [1][2] - The event includes 45 diverse activities, consumer vouchers, and 11 business inspection routes to enhance the integration of the fair with the consumer market [1][7] - The "Camping & Arts Life Fair" organized by Beijing's Cultural and Tourism Bureau highlights the growing trend of camping as a new tourism experience [2][3] Group 1: Food and Culture Promotion - The "Jiangxi Small Fry Food Culture Market" attracts significant attention, featuring 16 renowned food and beverage brands from Jiangxi [2] - A large thematic photo area at the market draws numerous attendees, enhancing engagement and visibility for local brands [2] Group 2: Consumer Engagement and Discounts - The "Ticket Root Economy" initiative allows attendees to enjoy discounts at various shopping and dining establishments by presenting their fair tickets [6] - Over 200 merchants in key shopping districts participate in the "Ticket Root Economy" program, stimulating service consumption [6] Group 3: Business and Tourism Integration - The STF includes business inspection routes that cover multiple districts, showcasing new landmarks and consumption scenes in the service trade [8] - Activities like the "Beijing Color Run" and "Chaoyang Food Sightseeing Bus" are part of the fair's efforts to promote local tourism and business [7]

Group 1: Domestic Policy Developments - Vice Premier Ding Xuexiang attended the 2025 China International Service Trade Fair Global Service Trade Summit, emphasizing China's commitment to high-level opening-up and service trade development [10][12] - Premier Li Qiang chaired a State Council meeting on September 12, focusing on measures to promote private investment and enhance the overseas comprehensive service system [13][17] - The National Development and Reform Commission (NDRC) released a plan to support the high-quality development of new energy storage from 2025 to 2027 [24][17] Group 2: Equity Market Analysis - In the second week of September, major A-share indices rose, with the CSI 100 and CSI 500 indices increasing by 4.45% and 6.33% respectively, and net inflows from southbound funds exceeding 55 billion yuan [25][26] - The China Securities Regulatory Commission (CSRC) announced the revision of the "Futures Company Classification Evaluation Regulations" to improve the regulatory framework for the futures industry [26][27] Group 3: Fixed Income Market Analysis - The People's Bank of China (PBOC) conducted a net fund injection of 196.1 billion yuan through open market operations, maintaining ample liquidity in the market [4][27] - The M1-M2 scissors gap continued to narrow, indicating a potential shift in monetary policy dynamics [4][27] Group 4: Commodity Market Analysis - In the second week of September, non-ferrous metals rebounded, while crude oil prices increased, and pork prices saw a slight uptick [4][27] - The Ministry of Industry and Information Technology (MIIT) is actively promoting the rectification of market competition order, which may impact commodity pricing [4][27] Group 5: Foreign Exchange Market Analysis - The US dollar index fell to 97.62, a decrease of 0.12% week-on-week, while the Chinese yuan appreciated slightly to 7.12 [5][19] - The European Central Bank maintained its key interest rates unchanged, which may influence the exchange rate dynamics between the euro and the yuan [19][20]