双边贸易量质齐升。2024年，中国与北欧五国贸易额达到531.7亿美元，增长8.5%。今年1至8月， 中国与北欧五国贸易额达到379.6亿美元，同比增长7.1%，增速是同期中欧贸易的两倍多。其中，药 品、精密机械是北欧国家对华出口的主力军，电机电气设备、车辆等高附加值产品占比稳步提升，双边 贸易结构持续优化。 北欧企业持续加码在华投资。截至目前，北欧五国累计对华直接投资超过150亿美元，其中瑞典、 丹麦对华投资额均超过50亿美元，位居欧洲国家前列。北欧企业普遍看好中国经济发展前景，看好中国 超大规模市场潜力。瑞典斯堪尼亚、挪威雅苒国际、芬兰芬欧汇川等北欧企业坚定投资中国，将中国作 为主要生产基地、销售市场和研发中心，深度融入本土汽车、机械、船舶、森工等产供链，共享中国经 济高质量发展机遇。 电动汽车及电池产业成为合作新热点。北欧国家是全球绿色转型的先行者，电动汽车渗透率较高。 比亚迪、蔚来、小鹏等一大批中国新能源汽车已成功进入北欧多国市场，获得当地消费者青睐。中国动 力电池企业也将目光投向北欧国家，例如星源材质在瑞典设立欧洲总部，当升科技将首个海外生产基地 设在芬兰。目前，北欧地区已经成为中国电动汽车及动力电 ...

Core Points - The China-Spain Trade and Investment Matching Conference was held in Madrid, attended by over 300 representatives from Chinese and Spanish enterprises and business associations, highlighting the strong engagement and interest in bilateral trade [1][2] - The conference is a concrete measure to implement the important consensus reached by the leaders of China and Spain, showcasing the vitality and potential of economic cooperation between the two countries amidst rising protectionism and unilateralism [1] - This year marks the 20th anniversary of the establishment of a comprehensive strategic partnership between China and Spain, with both countries expanding cooperation in various fields and establishing resilient supply chain relationships [1] - China plans to increase the procurement of Spanish agricultural and food products, innovate trade formats, expand imports through cross-border e-commerce, and enhance bilateral investment [1] - Spain expresses confidence in the economic development prospects of China and aims to deepen trade and investment cooperation in renewable energy and digital economy sectors [1] - Both countries signed 9 trade and investment cooperation agreements across sectors such as agricultural products, green economy, advanced manufacturing, and service trade [2]

全球自由区研究院揭牌成立 将围绕自由贸易主题打造高端对话平台，服务海南自贸港建设发展 中国（海南）改革发展研究院院长迟福林表示，今年12月18日海南自由贸易港将迎来封关运作。海 南自由贸易港是世界自由区的典型案例，也是中国自由贸易港（区）的典型代表。经过一年多的筹备， 中改院与世界自由区组织共同发起的全球自由区研究院揭牌，这对海南自由贸易港建设十分重要。未 来，全球自由区研究院将围绕自由贸易主题打造高端对话平台，开展课题研究、国际咨询，推动教育培 训与人才交流等。 世界自由区组织主席穆罕默德·阿扎鲁尼表示，全球自由区研究院核心目标之一是打造成为知识、 信息的研究平台。在中改院、全球自由区组织携手共建下，将通过研究、政策对话和能力建设，共同推 动全球自由区迈向新发展阶段。 据了解，在2024年11月2日举行的第90次中国改革国际论坛上，双方共同签署中国（海南）改革发 展研究院-世界自由区组织合作备忘。今年3月23日，双方又共同签署联合创建"全球自由区研究院"战略 合作协议。在海南省委、省政府及相关方面的关心和支持下，双方正式发起设立全球自由区研究院，旨 在开展自由贸易港（区）重大问题研究，广泛研究借鉴全球自由贸 ...

Core Viewpoint - The Global Free Zones Research Institute (GFZRI) was inaugurated in Haikou, Hainan, aiming to conduct research on significant issues related to global free trade zones and promote education, training, and international cooperation [1] Group 1: Establishment and Purpose - The GFZRI is jointly initiated by the China (Hainan) Reform and Development Research Institute and the World Free Zones Organization, focusing on studying global free trade zone development experiences to support the construction of Hainan Free Trade Port [1] - The institute will create a high-end dialogue platform centered on free trade themes, conducting research, international consulting, and promoting education and talent exchange [1] Group 2: Significance of Hainan Free Trade Port - The Hainan Free Trade Port is set to commence its customs closure operation on December 18 this year, representing a typical case of global free zones and a key example of China's free trade zones [1] - The GFZRI aims to become a research platform for knowledge and information, facilitating problem research, policy dialogue, and capacity building to advance global free zones into a new development stage [1]

Core Insights - Investors are reassessing the balance between "safety" and "growth" amid market volatility and policy uncertainty, with gold's safe-haven appeal being reinforced and AI reshaping valuation frameworks [3][4] - Rich Nuzum from Franklin Templeton emphasizes a long-term bullish outlook on China, suggesting that Western clean energy investments are losing value compared to potential collaborations with Chinese firms [3][12] Group 1: Economic Impact of U.S. Government Shutdown - A prolonged U.S. government shutdown could lead to significant economic stagnation, with impacts felt after two weeks and severe consequences after six weeks [3][8] - The inability of businesses and individuals to obtain government approvals during a shutdown could create a self-reinforcing cycle of reduced spending and economic activity [3][9] Group 2: Investment Strategies and Asset Allocation - Gold is viewed as an effective hedge against inflation and government debt monetization, although its historical real returns are close to zero [6] - Bitcoin is not considered a reliable hedge against inflation due to its high correlation with stock markets and regulatory risks, making gold a superior long-term investment [7] Group 3: AI and Digitalization Trends - There is increased confidence in AI and digitalization's ability to enhance productivity and drive strong earnings growth, with investors now more optimistic than earlier in the year [11] - The understanding of AI's impact on energy demand, particularly electricity, has become clearer, leading to a more favorable investment outlook [11] Group 4: Emerging Markets and Global Cooperation - The recent visits of European investors to Chinese renewable energy firms indicate a shift towards collaboration rather than competition in the clean energy sector [12] - Nuzum advocates for the revival of U.S.-China cooperation in venture capital and research, highlighting the benefits of improved international relations for global development [4][12]

Group 1 - Investors are reassessing the balance between "safety" and "growth" amid market volatility and policy uncertainty, with gold's safe-haven logic being reinforced and AI reshaping valuation systems [3][4] - Rich Nuzum from Franklin Templeton emphasizes a long-term bullish outlook on China, noting that Western clean energy investments are losing value compared to potential collaborations with Chinese companies [3][12] - The potential impact of a U.S. government shutdown is highlighted, with Nuzum stating that a shutdown lasting over two weeks could affect the economy, and over six weeks could lead to severe consequences [3][8][9] Group 2 - Nuzum advocates for the revival of U.S.-China cooperation in venture capital and research, arguing that the weakening of these ties over the past five years has been detrimental [4][12] - The discussion on gold as a hedge asset reveals that while it is used by clients, its actual returns are close to zero, and it serves as a tool against inflation and government debt monetization risks [6][10] - Nuzum expresses a strong belief in emerging markets, particularly China, stating that AI and digitalization are lowering barriers to entry and that global indices should reflect China's significant economic weight [12]

王毅表示，中意委作为中国同欧洲国家建立的首个政府间合作机制，至今已走过21个年头，为双边关系 发展发挥重要作用，得到两国各界信任和广泛支持。当前国际形势快速深刻变化，中意合作面临新形 势、新机遇、新挑战。中方愿同意方一道秉持中意委成立初心，守正创新，推动合作机制向更加系统 化、更有针对性、更富成效的"2.0版本"升级，更好配合中意关系发展战略。 一是强化战略属性，让机制更"新"。始终锚定两国领导人对双边关系达成的重要共识和作出的战略引 领，创新工作方式，加紧推动三年行动计划落地。 二是加强平台建设，让机制更"活"。加强议程议题设计，积极推动交流互访，协助两国企业、机构对 接，深挖潜力，为双方合作赋予新动能。 本报罗马10月8日电 （记者谢亚宏、郑彬）当地时间2025年10月8日，中意政府委员会第十二次联席会 议在罗马举行。中共中央政治局委员、外交部长王毅同意大利副总理兼外长塔亚尼共同出席，听取双方 成员单位代表汇报并作总结发言。 王毅说，去年以来，马塔雷拉总统、拉鲁萨参议长、梅洛尼总理分别访华，中意共同发表加强全面战略 伙伴关系的行动计划。双方积极落实两国领导人重要共识，以今年中意建交55周年为契机，推动各领 ...

（原标题：欧盟需要更多美国以外的贸易协议） 《爱尔兰观察者报》9月28日报道，周二公布的一项调查显示，尽管法国经济持续疲软，德国需求 放缓，但欧元区9月临时综合采购经理人指数（PMI）升至16个月高点。9月经济活动的增长掩盖了欧元 区潜在的疲软。尽管欧洲央行上调了欧元区今年的增长预测，但警告称，欧盟企业适应日益保护主义的 全球贸易环境的能力存在"相当大的不确定性"。经合组织在9月发布的报告中也警告称，虽然全球增长 在2025年上半年比预期更具韧性，但美国加征关税的全部影响仍在显现，对消费者行为、劳动力市场和 价格的影响已经显现。人们似乎已达成共识，欧盟需要寻求并敲定更多美国以外的贸易协议，以保护其 经济利益。与印尼、墨西哥和加拿大等国家以及南方共同市场等集团达成的协议将为欧盟的出口创造新 的机会，减少对特定市场的依赖。但一些欧盟国家正在阻止通过这些已经谈判达成的自由贸易协议，爱 尔兰尤其如此。ESRI在秋季季度报告中向政府提出了一些强有力的建议，以应对国际贸易面临的威 胁，并表示"在南方共同市场协议的情况下，我们敦促政府仔细考虑其保留意见"。在经济政策应着眼于 保护和加强自由贸易的时候，反对自由贸易协定似乎适 ...

交流互鉴是民心相亲的重要纽带。中意人文交流充满活力、富有成果，双方首创世界遗产地结好模式， 意方两度返还中国流失文物，首届中意大学校长论坛将于年内召开，北京、米兰接续举办冬奥会，带动 了两国冰雪产业合作。意大利现已成为同中国开通最多直航的欧洲国家之一。中方对意大利实施免签政 策后，去年意大利来华人数翻番，中方将继续对意延长免签政策，让更多新时代的马可·波罗可以来一 场"说走就走"的中国之旅。 王毅表示，中意两国作为东西方文明的代表，为人类社会的发展进步作出过巨大贡献。当前国际形势复 杂动荡、危机四伏，但也危中有机，中意应总结弘扬迄今交往的成功经验，为国际关系发展提供有益借 鉴。近期习近平主席提出全球治理倡议，宣布应对气候变化新一轮国家自主贡献目标，体现了中国胸怀 天下、立己达人的负责任大国担当，展示了对多边主义的坚守和对联合国的支持。中方愿同意方一道， 继续做维护和平、稳定、发展、繁荣的建设性力量，推动国际社会团结应对全球性挑战，构建更加公正 合理的全球治理体系，携手迈向人类命运共同体。 相互尊重是国与国的正确相处之道。志同道合是朋友，求同存异也能成为朋友。文化和制度差异不应成 为对话合作的障碍，关键是要相互 ...

王毅表示，中意是支持自由贸易的两大经济体、维护多边主义的两大力量、倡导交流互鉴的两大文 明古国。在国际形势变乱交织背景下，中意应展现责任担当，顺应时代潮流，始终相互信赖、共同成 就，秉持开放精神做大做优务实合作，以丰富的合作成果为各自经济发展和两国人民福祉作出更大贡 献。 新华社罗马10月8日电 当地时间2025年10月8日，中共中央政治局委员、外交部长王毅在罗马同意 大利副总理兼外长塔亚尼共同出席中意政府委员会第12次联席会议。王毅在总结发言中高度评价中意各 领域合作成果。 王毅说，去年以来，中意双方积极落实两国领导人达成的重要共识，以中意建交55周年为契机，推 动各领域务实合作稳步拓展，亮点纷呈。中意临港创新合作产业园初步建成，双方合作发射电磁监测卫 星"张衡一号"02星，中意消除双重征税协定正式生效，相互支持企业推介，70多家意大利企业将出席第 八届进博会。双方启动经典互译首批4部著作，10多部中意优秀电影在两国播映，上海、深圳分别同米 兰召开双城设计论坛、双城时尚周。中方已对意试行单方面免签政策并将继续延长，欢迎更多意大利朋 友来一场"说走就走的中国之旅"。 ...