Core Viewpoint - The China Council for the Promotion of International Trade (CCPIT) emphasizes the importance of enhancing the resilience of industrial and supply chains to promote sustainable trade, as highlighted in the joint statement from the ASEAN-China-GCC summit [1] Group 1: Industry Cooperation - The business community plays a crucial role in the high-quality economic cooperation between China and ASEAN, as well as Gulf Cooperation Council (GCC) countries [1] - The summit discussed the establishment of a regional business council to facilitate dialogue among enterprises from the three regions [1] Group 2: Economic Development - CCPIT aims to leverage the ASEAN-China-GCC cooperation mechanism to foster a vibrant regional economic circle and growth poles [1] - The goal is to achieve a synergistic effect where "1+1+1>3" through collaborative efforts among the involved parties [1]

中新网杭州5月29日电(蓝伊旎)5月28日至30日，2025宁波出口跨境电商博览会(以下简称"跨博会")在浙 江宁波举办。7万平方米的展区内，共汇聚了2500家外贸工厂、36个跨境电商平台和190家服务企业。展 会现场，熙攘的人流和热烈的洽谈氛围，折射出中国外贸正在释放新的活力。 产品更多元创新优势凸显 据悉，本届跨博会的参展商涵盖大家居、宠物及婴童、电子及照明、五金工具及汽车用品、日用品及礼 品等5大领域，形成了"大件更全、小件更精"的供应链矩阵，充分展现了中国出口产品多样化的供应优 势。 在木语文化的展位前，各类木质摆件、玩具引人驻足，从纸巾盒、手机支架到音乐玩具，品类丰富。负 责人潘玮旭介绍，其产品主要销往欧洲、日韩、中东等地区。 "不同市场对产品的文化和功能需求存在差异，比如日本市场偏好卡通IP的木质玩具，欧洲则青睐维京 人形象。"他表示，针对这种差异，定制化服务成为其提升竞争力、开拓新兴市场的重要抓手，"当前， 我们正积极拓展定制化业务以精准匹配不同市场的需求。" 在国际市场不确定性增加的背景下，中国外贸企业也正凭借丰富的产品线持续在变局中捕捉机遇。 例如，宁波青云休闲用品有限公司负责人李青云发现， ...

高盛总裁约翰·沃德朗：并购业务的韧性比想象的更强。 ...

Core Insights - Goldman Sachs COO Waldron highlighted the "significant resilience" of the U.S. economy and consumers [1] - The bond market has correctly shifted its focus towards U.S. fiscal issues [1] Group 1 - The U.S. economy is demonstrating strong performance despite challenges [1] - Consumer behavior reflects a robust capacity to withstand economic pressures [1] - The bond market's attention to fiscal matters indicates a shift in investor sentiment [1]

高盛总裁约翰·沃德朗：美国经济和消费者表现出巨大的韧性。 ...

Core Viewpoint - The Guangdong Provincial Government is set to hold the "2025 China (Guangdong) - ASEAN Trade Promotion and Supply Chain Cooperation Mechanism Construction Exchange Conference" on June 10 in Guangzhou, aiming to enhance trade cooperation with ASEAN and establish a long-term cooperation mechanism [1][3]. Group 1: Trade and Economic Cooperation - In 2024, the total trade value between China and ASEAN is projected to reach 6.99 trillion yuan, marking nine consecutive years of import and export growth [3]. - ASEAN is currently Guangdong's largest trading partner, with a year-on-year increase of 6.9% in Guangdong's imports and exports to ASEAN in the first quarter of this year [3]. Group 2: Conference Details - The conference will host approximately 600 participants, making it the highest-level international meeting between Guangdong and ASEAN in recent years [3]. - Over 200 foreign guests, including government officials from ASEAN countries, consulate officials, and representatives from international organizations and business sectors, will attend alongside around 400 domestic guests from state-owned enterprises, key industrial parks, and media [3]. Group 3: Outcomes and Initiatives - The conference will announce the establishment of the "International Supply Chain Cooperation Alliance between Guangdong and ASEAN Enterprises" and sign cooperation memorandums with ASEAN business organizations [4]. - The "Yue Chain ASEAN" online service platform will be launched, along with the establishment of trade and investment service centers for five ASEAN countries: Cambodia, Malaysia, Singapore, Indonesia, and Vietnam [4]. - A report on Guangdong-ASEAN supply chain cooperation and the "RCEP National Investment Legal Guide" for Indonesia, Thailand, and Vietnam will be released during the conference [4].

回复如下： 你的来信让我想起一个心理学实验：实验者让两组人分别想象"1小时后要上台演讲"和"此刻正在喝一杯 热茶"。结果发现，前一组的实验者心跳加速、手心出汗的比例是后一组的3倍。这种对未来的过度预 演，正悄悄偷走我们感受当下的能力。 人的大脑天生存在一种"负面偏好"机制。从人类漫长的进化历程来看，这种特性其实是生存的"保护 伞"。在远古的丛林社会中，那些对潜在危险、不确定因素更敏感，更善于谋划、计划和躲避风险的个 体，往往更容易在残酷的环境中存活下来。然而，在现代社会，虽然我们不再面临野兽侵袭、食物短缺 等致命威胁，却被无数不致命却琐碎的焦虑所包围。工作群里未读的@消息、朋友圈他人光鲜的生活、 孩子成长过程中的小状况……这些细小的"焦虑因子"随时可能触发我们的焦虑反应，让大脑陷入永不停 歇的"高速运转"状态。就像你说的，哪怕安静地坐着休息，脑海中也不断上演着未来的"灾难故事"，心 理始终处于防御状态。表面上是在休息，实际上身心都被无形的焦虑拉扯着，无法获得真正的放松。 想要改变这种状况，最重要的是学会区分自己的事、别人的事和老天爷的事，这本质上也是区分我们能 控制和不可控制的事情。老天爷的事，比如天气变化、 ...

香港金融管理局最新数据显示， 2025 年 4 月底官方外汇储备资产达 4250 亿美元，相当于香港流通货币 的 6 倍多，为联系汇率制度提供了坚实保障。这种超常规的防御性缓冲使香港在全球金融波动中保持独 特优势。 标普指出，香港政府净资产占 GDP 比重超过 40% ，财政缓冲能力强劲，有助于应对潜在经济波动。 2. 经济复苏态势向好 5 月 27 日，两大国际评级机构标普和穆迪分别发布对香港的最新信贷评级报告。 标普宣布维持香港"AA+" 的信贷评级，评级展望保持"稳定"，反映出该机构对香港稳健的财政状况和 外部金融实力的持续认可。 值得注意的是穆迪在维持香港"Aa3" 信贷评级的同时，将评级展望由"负面" 调升为"稳定"， 反映其对 香港经济前景的预期改善。 // 香港经济基本面 // 1. 财政储备雄厚 数据显示，截至 2025 年 3 月底，香港财政储备达到 7580 亿港元，相当于约 22 个月的政府开支。特别 值得关注的是，香港政府总债务占 GDP 比率维持在 4.5% 的极低水平，远高于全球大多数发达经济 体。 香港特区政府在回应评级调整时表示："国际评级机构的决定反映了香港在全球经济和金融不 ...

Core Insights - The global economy in 2025 faces multiple challenges, including geopolitical conflicts, trade barriers, and supply chain fluctuations, yet the Chinese motorcycle industry has shown remarkable export growth due to its flexible supply chain and deep market penetration in emerging markets [1] Group 1: Export Performance - In Q1 2025, China's motorcycle export value experienced double-digit growth, with 31% of companies reporting export increases exceeding 30% [2] - South America (77%) and Africa (69%) emerged as the primary export destinations, with a significant number of companies reporting growth in these regions [2] - In contrast, the U.S. market remains sluggish, with 46% of companies experiencing a decline or stagnation in exports, and over half expecting further contraction in the first half of the year [2] Group 2: Challenges and Pressures - Despite strong export performance, the industry faces challenges, with 62% of companies reporting critical component shortages and high international logistics costs [3] - 38% of companies are hindered by international trade barriers and chaotic industry competition, with 54% indicating they may abandon the U.S. market due to tariff costs [3] - The trend towards focusing on alternative markets like the EU and Latin America is evident, with 62% of clients at trade fairs coming from these regions [3] Group 3: Strategic Adjustments - To address challenges, companies are enhancing supply chain resilience and exploring local alternatives for components [3] - There is a push for government support, with 62% of companies seeking export credit insurance and 54% desiring tax reductions [3] - Companies are increasingly participating in emerging market trade fairs, with 38% focusing on Africa, Latin America, and Southeast Asia [3] Group 4: Future Outlook - Despite conservative expectations for the U.S. and EU markets, 62% of companies anticipate growth in Africa and South America [4] - Most companies expect continued export growth in the second half of the year, although the rate of increase may slow [4] - The Chinese motorcycle industry is poised to navigate the complexities of the international environment by deepening its focus on emerging markets and enhancing technological innovation and brand development [4]

本报讯(记者王梦然)中美经贸会谈敲定90天"窗口期"后，跨境贸易市场热度飙升，美国商家掀起"抢货 潮"。5月28日，记者从南京锐意国际贸易有限公司了解到，企业近期周均对美跨境出货量较今年4月前 暴增3倍，业绩增长十分亮眼。 在深耕欧美市场的同时，锐意国际早已将目光投向东南亚。针对印尼偏好"热带色系"、泰国钟情马卡龙 色等需求，开发适配款式，线上线下（300959）同步推广，在泰、越、印尼广揽新客户。"不少企业'触 网'只关注表面，忽视了供应链、研发和品牌建设。"席阳认为，跨境电商需长期投入，构建品牌护城 河。 在跨境电商领域，锐意国际的成功源于一套"组合拳"策略，企业每年投入超千万元用于线上业务。为应 对线上消费者近乎"苛刻"的新品迭代需求，团队通过数据分析消费趋势，曾在30天内完成"渐变色化妆 刷"从设计到上架的全流程，首月销量突破5000套。在流量运营端，其刀具产品通过"核心关键词+长尾 场景词"的矩阵策略，实现自然搜索排名稳居前位，复购率很高。而位于美国西海岸的海外仓提前储备 的约100万美元货品确保了订单交付率，让企业在"断货潮"中仍然保持竞争力。 据南京海关统计，1—4月，我省跨境电商平台进出口同比 ...