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海南封关:连内外循环,通货币环流,建“亚太之心”!
Sou Hu Cai Jing· 2025-12-23 20:42
这一天,恰与1978年12月18日党的十一届三中全会召开形成历史呼应。47年后的同一天,海南自贸港封关运作,向世界传递出中国坚定深化对外开放的明 确信号。 这不是一次普通的政策调整,而是东方主导全球化的里程碑,更是对国际地缘战略的主动变革。未来,我们将见证海南自贸港的蓬勃发展,以及围绕它展 开的精彩国际博弈! 从1978到2025,中国开放升级深化 "封关"不是"封岛",而是将海南全岛建成海关监管特殊区域,实施"一线放开,二线管住,岛内自由"的特殊政策。 "一线"指的是一线口岸,是从境外进入海南省的口岸。一线放开,指的是实施进口"零关税"、放宽贸易管理等自由化便利化措施。"二线"指的是二线口 岸,是从海南进入内地其他省份的口岸。二线管住,就是要对货物和税收实施精准管控。岛内自由,指在海南岛内,人员、货物、资金等各类生产要素的 流转会更加自由便利。 这是1978年以来,中国深化对外开放的重大举措。 封关运作后,海南自贸港的"零关税"商品范围从封关前的1900多个大幅扩展至约6600个,占全部商品税目的74%;企业所得税和个人所得税均执行15%的 优惠税率,打造全球极具吸引力的政策洼地。 2025年12月18日, ...
使内需成为拉动经济增长的主动力和稳定锚
Xin Lang Cai Jing· 2025-12-23 20:11
转自:成都日报锦观 使内需成为拉动经济增长的主动力和稳定锚 □李正扬 毛中根 12月16日出版的《求是》杂志发表了习近平总书记的重要文章《扩大内需是战略之举》。文章指出,扩大内需既关系经济稳定,也关系经济安 全,不是权宜之计,而是战略之举。实施扩大内需战略,是保持我国经济长期持续健康发展的需要,也是满足人民日益增长的美好生活的需 要。《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》(以下简称《建议》)将"建设强大国内市场,加快构建新发展格 局"列为重要部署。 进入"十五五"新发展阶段,建设强大国内市场是中国式现代化的战略依托,成为增强国内大循环内生动力和可靠性、确保国家经济安全的根本 之策。我们必须坚持内需主导这一核心逻辑,统筹扩大内需战略和深化供给侧结构性改革,促进消费和投资、供给和需求良性互动,持续释放 超大规模市场潜力,不断夯实强大国内市场根基,在更高水平上实现国民经济良性循环和动态平衡。 深刻认识内需主导的重大意义和内涵本质 全方位扩大内需,本质上是一场从外部依赖转向内生驱动的深刻变革。促进形成更多由内需主导、消费拉动、内生增长的经济发展模式,是中 国经济走向成熟的必然选择,也将是中国经济 ...
2025年万家民营企业评营商环境主要结论发布
Zhong Guo Jing Ji Wang· 2025-12-23 14:05
Group 1 - The meeting summarized the work for 2025 and outlined key tasks for 2026, emphasizing the importance of strategic planning for economic and social development in China over the next five years [1] - The meeting highlighted the need for private enterprises to grasp development trends, enhance strategic determination, and actively engage in both domestic and international dual circulation to unlock development potential [1] - The meeting called for innovation and a proactive approach to policy opportunities to stimulate creativity and drive economic growth [1] Group 2 - The 2025 evaluation of the business environment for private enterprises revealed significant improvements, with legal environment satisfaction scores ranking first among various indicators for five consecutive evaluations [2] - Key highlights from the business environment improvements include reduced investment barriers in competitive infrastructure sectors, increased accessibility to credit loans, and enhanced electricity supply stability [2] - The meeting also released the "2025 China Private Enterprises Social Responsibility Report" and recognized outstanding cases in the construction of county-level business associations and chambers of commerce [2]
高水平开放再添独特舞台
从更深层次看,海南全岛封关是从商品和要素流动型开放向规则、规制、管理、标准等制度型开放转变 的重要实践。今后,海南在贸易监管、税制改革、金融开放、跨境数据治理等方面的创新,有望为中国 经济高质量发展和高水平开放源源不断提供新思路、新方法、新经验。在全球保护主义抬头背景下,中 国以高标准建设自由贸易港的方式,向世界展示坚定不移扩大开放的决心,增强全球对中国市场的信 心。 海南全岛封关为当地高质量发展注入强劲动能。海南岛毗邻东盟,位于太平洋与印度洋航线交汇处,是 中国南向开放的海上门户。封关后,境外货物的进入成本降低,海南在国际贸易中转、集拼、分拨等方 面优势更加突出。特别是"零关税"等相关政策的实施,使海南对电子装配、生物医药、新型食品加工等 轻加工、高附加值产业的吸引力大幅提升,使企业既能更好参与全球市场,又能积极服务国内庞大消费 市场。 海南全岛封关为中外经贸交流合作开辟了更广阔空间。除了贸易方面的便利之外,封关后海南在投资准 入、监管模式、税制安排、资金流动等方面也向国际高标准靠拢。这意味着,全球跨国企业可以在海南 设立区域总部、采购中心、结算中心、研发中心等,从而以更低制度成本进入中国市场,以更高效率立 ...
广湛高铁开通 湛江加速融入粤港澳大湾区“1.5小时经济圈”
12月22日,广州至湛江高速铁路开通活动举行。活动在广州白云站基本站台设主会场,在湛江北站基本 站台设分会场,两地共同见证这一历史性时刻。 广湛高铁显著缩短湛江与粤港澳大湾区的通勤时间,极大便利沿线群众出行,进一步完善区域路网布 局,有利于发挥粤港澳大湾区辐射带动作用,促进区域经济社会高质量发展。 高铁时速同样是"引才时速"。通达性的跃升,将显著增强湛江对优质人才的吸引力,推动更多人才走进 湛江、选择湛江,为城市发展注入源源不断的人才动能。 产业协同也将随之提速。广湛高铁进一步强化"核+副中心"动力机制,推动广湛协作向更深层次、更高 质量迈进。湛江将更有条件承接粤港澳大湾区传统优势产业转移,吸引项目、技术、资本等要素集聚, 使"湾区实验,湛江实战"发展模式将加速落地。 广湛高铁接入广州枢纽,在湛江北站与在建的合浦至湛江高铁、规划建设的湛江至海口高铁相连接,区 位优势突出,路网地位尤为重要。 作为粤港澳大湾区辐射西南的重要门户、海南自由贸易港联动内陆的核心支点、西部陆海新通道联通全 球的关键出海口,湛江正从区域节点一跃成为激活区域联动、链接国内国际双循环的连接枢纽。 这条不少人期盼已久的高铁正式通车,为湛江更深 ...
王晓红:发挥跨境电商在贸易创新发展中的引擎作用
Jing Ji Ri Bao· 2025-12-23 00:03
贸易创新发展是全面推动高质量发展的内在要求,是加快构建新发展格局的重要支撑,亦是应对国 际经贸局势变化的主动作为。"十五五"规划建议提出"推动贸易创新发展",要求"提升贸易促进平台功 能,支持跨境电商等新业态新模式发展"。中央经济工作会议对"鼓励支持服务出口,积极发展数字贸 易、绿色贸易"作出重要部署。跨境电商是我国外贸发展的有生力量,也是国际贸易发展的重要趋势。 更好发挥跨境电商在赋能中小外贸企业、促进产业国际化发展、维护供应链安全等方面的独特作用,进 一步推动贸易创新发展,是做好明年外贸工作的重要内容。 "十四五"时期,我国跨境电商在"卖全球"方面的潜力进一步释放,在"买全球"方面的优势也在持续 发挥。 跨境电商成为拉动贸易增长的重要引擎。2024年我国跨境电商进出口约2.7万亿元,比2020年增长 67%。2025年前三季度,我国跨境电商进出口约2.06万亿元,同比增长6.4%。据初步统计,到2024年上 半年,全国跨境电商主体已超12万家,建设海外仓超2500个、面积超3000万平方米。跨境电商也是畅通 国内国际双循环的重要载体。我国跨境电商平台由B2C(企业对消费者)向B2B(企业对企业)模式发展, ...
海口“十五五”规划建议:持续释放航权开放政策效应,打造面向太平洋、印度洋的航空区域门户枢纽
Xin Lang Cai Jing· 2025-12-22 03:54
12月22日,中共海口市委关于制定海口市国民经济和社会发展第十五个五年规划的建议发布。其中提 到,深度融入国内国际双循环重要交汇点建设。加快推进"两个基地"建设,持续招引全球性总部企业落 地,借助自贸港税收政策和境外直接投资政策叠加优势,吸引国内企业通过海口布局海外,打造国内外 企业"走出去"和"请进来"的桥头堡。加快推进"两个枢纽"建设,推进美兰机场三期扩建项目建设,持续 释放航权开放政策效应,提升客货中转便利化水平,拓展国内外直飞航线,打造面向太平洋、印度洋的 航空区域门户枢纽。优化海口港"一港三区"功能组合,加快琼州海峡港航一体化发展,拓展国际中转与 保税服务能力,努力建设成为辐射东南亚的重要贸易中转节点。加快推进"两个网络"建设,深化同共 建"一带一路"国家和地区自由贸易园区的交流合作和功能对接,探索自贸港产业园区与境外园区互 为"飞地"模式。深耕国际友好城市资源,广泛开展形式多样的国际人文交流合作,努力打造成为侨商投 资的集聚地、首选地。主动对接国家区域重大战略,强化同粤港澳大湾区、长三角等区域的合作发展, 推进广东海南先进制造业合作产业园、琼港经济合作示范区、海南自贸港绿色低碳国际合作示范区等重 ...
宏观周周谈:扩内需的必要性、时机与政策思路
2025-12-22 01:45
Summary of Key Points from Conference Call Records Industry or Company Involved - The discussion primarily revolves around the **Chinese economy** and its macroeconomic policies, particularly focusing on the **14th and 15th Five-Year Plans**. Core Points and Arguments 1. **Need for Expanding Domestic Demand**: The necessity and timing for expanding domestic demand are critical policy goals. If expanding domestic demand is a target, policies will be directed to achieve this outcome [2][3] 2. **Economic Policy Evolution**: The evolution of China's economic policies from the 13th to the 15th Five-Year Plans reflects a shift towards enhancing total factor productivity and preventing economic stagnation [2][4] 3. **Goals of the 15th Five-Year Plan**: Key objectives include restoring the manufacturing share to over 30% and achieving a per capita GNI of over $15,000, necessitating increased technological content and service sector contributions [6][10] 4. **Global Financial Environment**: The low-interest-rate environment globally, particularly in Japan, has made Japanese assets more attractive than Chinese ones, impacting China's bond yields [4][6] 5. **Inflation Targets**: The global inflation target of 2% has both economic and political significance, especially in light of rising inflation post-pandemic, which disproportionately affects low-income groups [7][10] 6. **Shift from Austerity to Growth**: There is a global transition from austerity measures to increasing tax revenues, particularly targeting wealthy individuals and large corporations, indicating a long-term trend towards higher interest rates [9][10] 7. **Impact of International Environment**: The international environment significantly influences China's economic status, necessitating strategic responses to global financial changes [4][5] 8. **Future Domestic Demand Expansion**: Major actions to expand domestic demand are expected between the second half of 2026 and the first half of 2027, coinciding with a slowdown in U.S. demand and the Belt and Road Initiative entering a productive phase [11][12] Other Important but Possibly Overlooked Content 1. **Challenges in the 14th Five-Year Plan**: While there have been achievements in total factor productivity, challenges such as real estate market suppression and reduced external demand due to U.S. trade protectionism have emerged [5][10] 2. **U.S. Employment and Inflation Data**: Recent U.S. employment and inflation data indicate a slowdown, with non-farm payrolls showing mixed results and inflation rates dropping below expectations, which may influence future economic policies [12][15] 3. **Geopolitical Tensions**: Ongoing geopolitical conflicts, particularly involving the U.S. and Ukraine, could have significant implications for international economic conditions and trade [16][17] 4. **Long-term Economic Strategy**: The U.S. is reinforcing its control over the Western Hemisphere, which may affect global supply chains and economic relations, particularly with China [21] This summary encapsulates the essential insights from the conference call records, highlighting the strategic direction of China's economic policies and the broader implications of global economic trends.
经济大省挑大梁│江苏南京:从“十字路口”到“世界接口”
Xin Lang Cai Jing· 2025-12-21 14:32
Core Viewpoint - Nanjing is enhancing its status as an international transportation hub through the development of a multi-modal transport system that integrates air, rail, and maritime logistics, significantly improving its connectivity and operational capacity in the Yangtze River Delta and beyond [1][12]. Air Transport Hub - Nanjing Lukou International Airport has achieved "super-large airport" status, with a passenger throughput capacity of 50 million annually after the completion of Terminal 1 renovations and ongoing expansion projects [6][8]. - The airport is expected to handle 6.5 million passengers and 90,000 tons of cargo annually after the completion of its third-phase project, with a projected cargo throughput growth of 13.4% by 2025 [8][12]. - The introduction of new international routes, including direct flights to Paris, enhances the airport's competitive edge and connectivity [6][8]. Rail Transport Hub - The Nanjing North Station project, set to begin construction in September 2024, will feature a larger capacity than Nanjing South Station, with an expected annual passenger volume of 36.5 million [4][5]. - The high-speed rail network is evolving into a "grid" pattern, significantly reducing travel times between major cities, such as a 3.5-hour journey from Nanjing to Beijing [3][5]. - By the end of 2025, Nanjing's railway operational mileage is projected to reach 510 kilometers, connecting all prefecture-level cities in the province and 25 provincial capitals nationwide [5][12]. Maritime Transport Hub - The successful launch of the Arctic shipping route has reduced transportation time from 36 days to 26 days, enhancing the competitiveness of Jiangsu's manufacturing sector [9][11]. - Nanjing Port has established a comprehensive near and far sea shipping network, with 20 routes connecting to regions such as Japan, Southeast Asia, and the Middle East [10][12]. - Ongoing infrastructure improvements at Nanjing Port, including the expansion of rail connections, aim to increase cargo handling capacity and enhance the port's role as a key logistics hub [11][12]. Multi-Modal Transport System - Nanjing's "air-rail-water-road" multi-modal transport system is a unique feature that facilitates seamless logistics operations, with a projected rail-water transport volume of 142,000 TEUs by 2024 [13]. - The integration of various transport modes is expected to create synergistic effects, enhancing the overall efficiency and capacity of Nanjing's logistics network [13].
商务部:大力提振消费,扩大优质商品和服务供给,释放服务消费潜力
Xin Lang Cai Jing· 2025-12-20 14:58
商务部机关各司局、特派员办事处、直属事业单位负责同志以及部分驻外使(领)馆经济商务工作负责 人参加会议,驻部纪检监察组有关负责同志列席会议。 来源:商务部网站 会议指出,2025年是"十四五"规划收官之年。商务部党组坚决贯彻习近平总书记重要指示批示精神,完 整、准确、全面贯彻新发展理念,加快构建新发展格局,贯彻落实党中央关于统筹国内经济工作和国际 经贸斗争的重要部署,全力推动商务运行稳中有进,商务高质量发展迈出新步伐、实现新突破、取得新 成效,为顺利完成经济社会发展主要目标提供重要支撑。 会议认为,中央经济工作会议深刻分析了当前经济形势,创造性提出"五个必须"的规律性认识,系统部 署了2026年重点工作任务。要切实把思想和行动统一到党中央的科学判断和决策部署上来,深入学习领 会会议精神,坚决抓好贯彻落实,确保中央经济工作会议部署在商务领域落地见效。 会议强调,2026年是"十五五"规划开局之年,做好商务工作责任重大。要坚持以习近平新时代中国特色 社会主义思想为指导,深刻领悟"两个确立"的决定性意义,增强"四个意识"、坚定"四个自信"、做 到"两个维护",深入贯彻落实党中央决策部署,更好统筹商务高质量发展和国际 ...