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专访清华大学田轩:金融市场开放应注重制度建设与风险防范
Nan Fang Du Shi Bao· 2025-05-19 05:52
Group 1: Global Economic Trends - China is effectively countering external uncertainties through institutional openness and the implementation of the "dual circulation" development strategy, aiming to address the bottleneck of insufficient domestic demand and inject new momentum for high-quality economic development [1][3] Group 2: Sino-US Trade Relations and Foreign Investment - Despite challenges posed by the tariff war, China remains an attractive market due to its large market size, stable political environment, rich human capital, and improving institutional openness, which collectively create a strong magnet for foreign investment [3][4] - Chinese companies are encouraged to diversify their markets and reduce reliance on a single market by embracing technological innovation, cost reduction, and expanding their networks [3] Group 3: Outbound Investment - Outbound investment is viewed as a crucial strategy for Chinese companies to enhance their capabilities and achieve global expansion, supported by national policies that encourage enterprises to "go global" [4] Group 4: Bay Area Financial Cooperation - The Greater Bay Area should focus on cross-border financial cooperation, intellectual property protection, and industrial ecosystem development to attract foreign R&D centers, leveraging its geographical and resource advantages [5] Group 5: Domestic Circulation Challenges - Local protectionism and factor barriers are identified as major obstacles to the advancement of domestic circulation, necessitating a unified national approach to facilitate the free flow of key elements such as personnel, capital, and data [6] - The private economy plays a significant role in domestic circulation, contributing over 50% of tax revenue, 60% of GDP, and 70% of technological innovations, highlighting the need for supportive measures to address financing challenges and improve the business environment [6] Group 6: Importance of Technological Innovation - Technological innovation is deemed essential for addressing the issue of insufficient domestic demand, with recommendations to enhance consumer spending through increased income levels, improved income distribution, and more consumption scenarios [7] - A well-developed financial system is crucial for supporting technological innovation, with suggestions to further open capital markets to attract foreign institutional investors and reduce financing costs [7] Group 7: Financial Market Opening - The current environment presents a favorable opportunity for further financial market opening, but it should be approached cautiously to avoid the pitfalls experienced by South American countries due to excessive openness [8] - Emphasis is placed on the importance of institutional development and risk prevention in the process of financial market opening, ensuring orderly progress while enhancing transparency and regulatory oversight [8]
架起内外贸双循环立交桥
Jing Ji Ri Bao· 2025-05-18 21:59
Core Viewpoint - The Ministry of Commerce has launched the "Foreign Trade Quality Products China Tour" to enhance domestic sales channels for foreign trade enterprises, responding to the changing external environment and leveraging the growing domestic consumption market [1] Group 1: Market Dynamics - China's consumer market is expanding steadily, with over 1.4 billion people showcasing vibrant consumption potential, which can open up vast market space for quality export products [1] - The transition from export to domestic sales for foreign trade enterprises faces challenges such as differing market positioning, inconsistent standards, and low brand recognition [1] Group 2: Policy Support - Local governments are encouraged to accelerate the integration of internal and external trade standards, certifications, and regulations to eliminate institutional barriers [2] - Financial policies, including special credit funds and expanded export credit insurance, are recommended to alleviate funding pressures and reduce operational costs for foreign trade enterprises [2] Group 3: Infrastructure Development - Strengthening public service platforms to provide market information, legal advice, and talent training is essential for helping foreign trade enterprises adapt to the domestic market [2] - Industry associations should play a bridging role by organizing domestic exhibitions and trade fairs to facilitate the integration of internal and external trade [2] Group 4: Consumer Trends - The continuous upgrade of consumer demand in China is characterized by diversification and quality, prompting foreign trade enterprises to adjust strategies and innovate products that meet domestic consumer needs [3] - There is a focus on transforming quality foreign trade products into domestic market favorites by leveraging quality and research advantages [3]
新兴市场稳订单
Jing Ji Ri Bao· 2025-05-18 21:59
Group 1 - The core viewpoint highlights the resilience of Shandong's foreign trade through diversification and innovation, with a focus on expanding into new markets and reducing reliance on single markets [1][2][3] - The sports goods industry in Huimin County, Shandong, is a significant player, with over 30 companies and an expected output value of 30.2 billion yuan in 2024, showcasing strong export capabilities [1] - The medical supplies sector in Zouping is facing challenges with order reductions, prompting local government support to help companies diversify their markets and avoid over-reliance on specific regions [1][2] Group 2 - New Tai's automotive wheel hub manufacturer has achieved a foreign trade total of 233 million yuan last year, actively participating in various exhibitions to expand domestic market channels [2] - The Linyi Yihe New District organized 62 enterprises for the 137th China Import and Export Fair, emphasizing the importance of cross-border e-commerce platforms like Alibaba and Amazon for local businesses [2] - Shandong's proactive approach includes over 370 international matchmaking events aimed at emerging markets, resulting in significant export growth to regions like Africa and Eastern Europe [3]
多方合力谋转型
Jing Ji Ri Bao· 2025-05-18 21:48
日前,"外贸优品中华行"全国纺织服装对接活动在厦门启动,旨在推动外贸优质产品融入国内大市场, 依托福建纺织服装产业基础,打造立足厦门、服务全国的内外贸双循环供应链专业展会。 商务部市场体系建设司副司长王建波表示,福建省是外贸大省,在推进外贸企业转内销方面肩负重任, 要推动内外贸标准衔接,优化制度环境,促进内外贸协同发展。 近期,福建在推动外贸优品拓展国内市场、促进内外贸联动发展方面动作频频。政府部门、平台、行业 协会以及内贸流通企业等各方力量紧密协作,共同推进出口商品转内销。 福建省工商联在泉州市举办服务外贸优品供需对接交流会,达成一批初步合作意向。此外,还组织民营 企业参加第五届中国国际消费品博览会。 福建省批发零售行业协会发布《关于助力外贸优品拓展国内消费市场的倡议》,号召福建内贸流通企业 为外贸产品开放"绿色通道"。"目前,协会已开通外贸企业信息收集通道,及时建立外贸优质商品企业 及商品名录,根据内贸企业需求进行分类推荐,全力助企纾困,促进内外贸资源深度融合。"福建省批 发零售行业协会执行副会长许安心说。 零售企业方面,永辉超市发出《致中国优质供应链的一封信》,信中写道:"若您因出口受阻而库存积 压,我 ...
专家共话国际货币体系 多元化将成未来改革方向
Shang Hai Zheng Quan Bao· 2025-05-18 18:05
Group 1 - The international monetary system is expected to diversify, with currencies like the Renminbi and Euro gaining prominence as the credibility of the US dollar faces systemic challenges due to rising debt and fiscal deficits [2][3] - The need for global multilateralism is emphasized as a response to the current international order challenges, with the potential for crises to reshape the global system [2][3] - The International Monetary Fund (IMF) and World Bank are anticipated to play more significant roles in the evolving international monetary landscape, with regional development banks also becoming increasingly important [3] Group 2 - China is adopting proactive fiscal policies to counter external uncertainties, with a focus on expanding domestic demand as a primary task [4][5] - The attractiveness of the Chinese market remains strong, supported by a robust economic foundation and a large pool of skilled labor, which enhances its appeal for foreign investment [4] - Chinese enterprises are encouraged to enhance their resilience against external shocks through technological innovation and diversification of markets, while also expanding their global footprint [5]
全球金融论坛|清华大学五道口金融学院副院长田轩:制度性开放与内需提振须“双轮驱动”
Zhong Guo Jing Ying Bao· 2025-05-18 05:56
本报记者 秦玉芳 深圳报道 田轩表示,在当前关税战背景下,可以看到我国在前几年提出的"双循环"格局和战略非常具有前瞻性, 特别是推进国内大循环对于应对当下不确定性显得尤为重要。不过,当前构建国内大循环仍面临内需不 足的现状,主要体现在企业投资意愿下降、居民消费意愿不振等方面。对此,田轩提出三点建议: 一是要进一步建设统一大市场,打通区域间人员、资本、数据等流动要素的壁垒,破除地方保护主义, 让生产要素高效流动。 二是动态评估现有"促消费"政策的有效性,是否真的起到了畅通国内大循环或者帮助企业发展新质生产 力和提振内需的作用;若实际效果未达预期,后续支持政策可能需要进一步加码。 田轩表示,尽管中美关税摩擦加剧了外贸企业压力,但中国市场的吸引力并未减弱。资本永远流向高回 报之地。当前中国企业估值处于低位,经济基本面稳健,叠加庞大的高素质人口和全球最大工程师群 体,形成了独特优势。同时,国家经贸、金融等制度持续开放,进一步增强了中国市场对外商投资的吸 引力。这一趋势,不会因为中美关税博弈而改变。 对于外贸企业来说,田轩认为,近期中美关税战对外贸企业造成了一定的冲击,当下对这些企业的政策 支持非常重要,如税收减免、贷 ...
(经济观察)中国精准“出牌”稳外贸
Zhong Guo Xin Wen Wang· 2025-05-18 05:19
据海关总署最新数据,前4个月中国进出口总值同比增长2.4%,其中出口同比增长7.5%。此间学者认 为,这一积极表现得益于官方接连出台政策、企业灵活调整战略等多方面因素,但因外部风险仍存,不 能掉以轻心。 最大的挑战源自贸易保护主义。中国银行研究院研究员刘佩忠指出,未来美关税政策不确定性仍较大, 将从贸易投资、金融市场、信心预期等多方面对全球造成冲击,叠加上年同期基数走高,短期内中国出 口增长将承压。 精准"出牌"稳外贸,是中国应对不确定性的关键。分析认为,从近期官方释放信息看,中国稳外贸着眼 从三方面发力。 其一,进一步扩大开放。 中新社北京5月18日电 (尹倩芸)应对外部不确定性,中国近期打出多张"政策牌",以期为外贸解忧。 商务部部长王文涛此前调研指出,面对复杂性、严峻性、不确定性上升的外部环境,国内市场是外贸企 业的坚强后盾,要更好发挥超大国内市场优势,以国内大循环的稳定性和确定性,助力企业应对外部冲 击。 数据显示,自商务部4月启动"外贸优品中华行"活动以来,截至5月初,已累计达成采购意向逾167亿元 (人民币,下同),吸引2400多家外贸企业和6500多家采购商参加。京东、美团等电商平台也以流量扶 ...
华夏时评:当国内大循环成为战略立足点
Hua Xia Shi Bao· 2025-05-17 09:22
当地时间5月10日至11日,中美经贸中方牵头人、国务院副总理何立峰与美方牵头人、美国财政部长贝 森特和贸易代表格里尔在瑞士日内瓦举行中美经贸高层会谈。当地时间5月12日上午9:00,双方发布 《中美日内瓦经贸会谈联合声明》。 以一种确定性,应对另一种不确定性,现在成为一个基本思路。 最大的不确定性,中美之间的贸易谈判,在一个月胶着较量之后,在中方给出具备实力的反制措施之 后,中美双方开启的第一次谈判突如其来,而让市场意外的谈判成果也突如其来。 美方取消对中国商品加征的共计91%的关税,修改对中国商品加征的34%的对等关税,其中24%的关税 暂停加征90天,保留剩余10%的关税。相应地,中方取消对美国商品加征的共计91%的反制关税;针对 美对等关税的34%反制关税,相应暂停其中24%的关税90天,其余10%的关税予以保留。中方还相应暂 停或取消对美国的相关非关税反制措施。 在此形势下,一股"抢出口"的航运行情出现了。采购商订单增加的预期之下,货船是否够用成为新的问 题,热闹的景象之下,90天的期限,对于国内的生产制造商来说到底是积极清库存,还是积极加大未来 的生产计划,这些又都是不确定的。 责任编辑:徐芸茜 主 ...
广州市总工会汇聚200名劳模工匠助企破局
Sou Hu Cai Jing· 2025-05-17 03:22
在过去一个月,广州市总工会联动市税务局、市商务局,以"破局·突围——关税战2.0时代的企业应对之 策"为主题开展4场专项活动,汇聚近百家企业,近200位劳模工匠、行业专业人士及企业代表,助力企 业破题、破障、破局。 日前,记者从广州市总工会获悉,面对关税战带来的严峻挑战,广州市总工会汇聚劳模工匠智慧,以技 术破壁垒、布局抗风险、生态拓市场为路径,推动全市广大劳模工匠深度参与技术攻关与产业升级,助 力广州外向型企业全面构建风险抵御与市场拓展体系。 如京东集团以优惠政策助力出口企业"出口转内销",打通国内国际双循环的堵点,解决库存积压难题, 通过全渠道营销帮助外贸企业快速建立品牌认知度,实现"内外贸产品同线同标同质"的转型升级。巨大 创意产业园展示"产品出海+品牌孵化+全链服务"跨境电商生态,吸引多家跨境企业集聚,实现从"贴牌 代工"到"自主品牌出海"的转型。智能电网技术与传统制造进行跨界创新,提供贸易壁垒突破新思路, 实现政策、技术、市场三方协同,让湾区制造逐步融入全球产业链高端环节。 广州市总工会表示,将持续深化"劳模工匠助企行"品牌内涵,围绕产业链共性难题开展专项攻坚,推动 湾区制造在全球贸易变局中突围领航 ...
瞭望·治国理政纪事|积极打造高能级开放平台
Xin Hua She· 2025-05-17 01:29
Group 1 - The core viewpoint emphasizes the importance of expanding both domestic and international openness in Shaanxi, aiming to create a highland for reform and opening-up in the inland region, and actively participating in the Belt and Road Initiative [1][2][4] - In 2024, Shaanxi's high-tech product exports reached 177.34 billion yuan, a year-on-year increase of 11.7%, with electric vehicle exports reaching 150,000 units, valued at 19.87 billion yuan, marking a growth of over 1,200 times in quantity and 863 times in trade value [2][24] - The region has seen a significant increase in the operation of the China-Europe Railway Express, with the annual operating volume rising from over 100 trains initially to 4,985 trains in 2024, with local cargo value accounting for over 40% [7][8] Group 2 - The establishment of the China (Shaanxi) Free Trade Zone has led to innovative measures that enhance customs efficiency by 50% and save logistics costs by 30 million yuan, contributing significantly to the province's trade [14][15] - Shaanxi has actively engaged in international cooperation, establishing cross-border e-commerce pilot zones and enhancing logistics capabilities, which has resulted in a total import and export value of 454.07 billion yuan in 2024, a growth of 12.3% [3][6] - The province's exports to countries involved in the Belt and Road Initiative reached 263.98 billion yuan in 2024, a year-on-year increase of 20.2%, with trade with South Korea and ASEAN countries also showing significant growth [23][24] Group 3 - Shaanxi's logistics network has been optimized through the integration of various transport modes, including rail, air, and sea, enhancing the efficiency of international trade and logistics operations [9][12] - The province has implemented a "cross-border transportation corridor" that reduces transport time to Azerbaijan to 11 days, facilitating the efficient flow of bulk commodities [9][10] - The establishment of the "Shaanxi International Port" has attracted goods from various regions, enhancing the province's role as a logistics hub [8][22] Group 4 - The province's focus on technology and innovation has led to the establishment of a "green low-carbon development system," promoting the growth of high-tech and emerging industries [16][17] - Shaanxi has developed a collaborative mechanism for industries to "go global," with significant investments in overseas projects, such as a cement project in Uzbekistan [24][26] - The province's financial institutions have enhanced support for foreign trade, with private enterprises accounting for nearly 40% of the total trade volume in 2024 [25][26]