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加快推进贸易伙伴多元化布局
Zheng Quan Ri Bao· 2025-12-09 15:43
中共中央政治局12月8日召开会议。会议提出,坚持对外开放,推动多领域合作共赢。 明年是"十五五"规划开局之年,商务部部长王文涛日前在接受媒体采访时表示,"十五五"时期我国发展 面临的战略机遇和风险挑战并存、不确定难预料因素增多,要求我们以高水平开放促进深层次改革、推 动高质量发展,增强国内国际两个市场两种资源联动效应,推动经济实现质的有效提升和量的合理增 长。 "高水平开放成为对中国好、对世界好的大事业。"王文涛表示。 陈建伟预计,明年对外开放将转向自主型、制度型模式,通过主动开放化解外部压力,巩固全球供应链 地位。主要路径包括四方面:一是战略突围,积极扩大自主开放与制度接轨,对标国际高标准经贸规 则,落实外资"准入又准营",并鼓励境内再投资;二是结构升级,从卖产品转向卖服务,优化货物贸 易,拓展绿色贸易,发展数字与服务贸易新业态;三是区域布局,推动产能"出海"与深耕"全球南方", 引导产业链跨境布局,支持"全球南方"联合自强;四是安全底座,构建金融与贸易防线,推进人民币国 际化,完善出口管制和安全审查机制,加强反制裁斗争。 中国数实融合50人论坛智库专家洪勇对《证券日报》记者表示,在复杂多变的国际环境下,中 ...
推动经济实现质的有效提升和量的合理增长
今年前三季度累计增长达到5.2%,为全年实现目标奠定良好基础。在"十五五"期间,高质量发展仍需统筹好量的合理增长和质的有效提升。 明年的宏观政策导向,决定明年宏观调控的力度和节奏,因而市场高度关注。首先,会议强调,更好统筹国内经济工作和国际经贸斗争。这表 明国内国际双循环动能将成为驱动明年经济工作的主动力。展望"十五五",国际经贸形势可能日趋复杂多变,一些经济体的保护主义势力扩大 将对经济全球化和国际贸易施加不利影响。而在当前内需还需提振的情况下,出口仍是拉动经济增长的重要驱动。值得注意的是,在今年国际 经贸不确定性升级的背景下,中国出口仍交出亮眼"成绩单":11月出口逆势反弹,在较高基数下实现更快增长;前11月出口累计增长6.2%,显 示出中国外贸在国际经贸斗争中更显成色,更加"韧劲十足"。 其次,会议指出,继续实施更加积极的财政政策和适度宽松的货币政策,加大逆周期和跨周期调节力度。会议提出,继续实施更加积极的财政 政策和适度宽松的货币政策,与去年中央经济工作会议的表述相同,延续"宽财政+宽货币"的政策组合导向。会议强调要"加大逆周期和跨周期 调节力度",重提"跨周期"调节,表明宏观政策会根据经济增长和物价 ...
学习笔记|推动经济实现质的有效提升和量的合理增长
Core Viewpoint - The Central Political Bureau meeting emphasizes the need for a balanced approach to economic work in 2026, focusing on domestic and international economic dynamics, and aims for quality and reasonable growth during the "14th Five-Year Plan" period [1] Economic Performance - The meeting reports that the economic growth for the first three quarters reached 5.2%, laying a solid foundation for achieving annual targets [1] - The overall economic operation is stable, with steady progress in new productive forces and significant advancements in reform and opening up [1] Macroeconomic Policy - The meeting highlights the importance of a proactive fiscal policy and moderately loose monetary policy, continuing the "wide fiscal + wide monetary" approach [3] - Emphasis is placed on increasing counter-cyclical and cross-cyclical adjustments, indicating flexibility in macroeconomic policies based on actual economic growth and price levels [3] International Trade - The meeting underscores the significance of domestic and international dual circulation as the main driving force for economic work in the coming year, especially in light of increasing protectionism globally [2] - Despite uncertainties in international trade, China's exports showed resilience, with a cumulative growth of 6.2% in the first eleven months [2] Key Tasks - Eight key tasks have been outlined to leverage the positive momentum from the start of the "14th Five-Year Plan," focusing on investment to stimulate consumption and stabilize prices [4]
中国邮政开通“重庆-仰光”国际货邮航线 打造中缅空中物流新通道
Sou Hu Cai Jing· 2025-12-09 11:41
中国邮政航空波音B737-800F已完成装机,等待起飞。梁珏 摄 首航航班由中国邮政航空波音737-800F全货机执飞,于9日10时40分从重庆江北国际机场起飞,飞行约3小时25分钟后,于当地时间12点35分(北京时间14 时05分)抵达缅甸仰光国际机场;返程航班于仰光当地时间15时30分起飞,北京时间18时10分返回重庆,实现"当日往返、高效周转"。 12月9日,中国邮政"重庆-仰光"国际货邮航线在重庆江北国际机场顺利执行首飞任务。值得关注的是,该航线是中国邮政航空开通的第35条国际航线,其 落地不仅填补了重庆至缅甸仰光直飞货运航线的市场空白,更丰富了邮航国际航线网络布局,为"一带一路"倡议下中缅经贸合作与重庆国际航空物流枢纽 建设注入新动能。 "重庆-仰光"航线的开通,是中国邮政落实2023年11月与重庆市政府签署的战略合作协议的关键举措,也是邮政构建自主可控国际物流体系的重要实践。近 年来,重庆与缅甸经贸往来持续升温,两地时效敏感类货物运输需求快速增长,但此前重庆无直飞仰光货运航线,货物需经第三方中转,不仅耗时长,还 存在破损、延误风险。 该航线与西部陆海新通道形成"空陆互补"的立体化物流网络,大宗货物 ...
多省市抢抓这一热门赛道!为何成为未来五年布局重点?
"发展自动驾驶"、"布局飞行汽车"、"推动汽车智能化、电动化"……近日,多省市纷纷出炉"十五五"规划建议,尽管各自立足不同的实际情况, 但其中的共同点之一,是均把汽车产业作为未来五年的发展重点,作出布局。 纷纷盯上汽车行业 布局汽车产业,重视汽车消费,成为各地未来五年共同追求的目标。 有关专家表示,全球汽车产业正经历着百年未有之大变局,而汽车智能化、电动化无疑是这场变革的核心驱动力。2025年,我国新能源乘用车零售的市 场渗透率达到59.3%,较去年同期提升7个百分点。这一数据不仅彰显了我国在新能源汽车领域的蓬勃发展态势,更意味着我国在新能源汽车位居世界领 先,而各地将汽车产业尤其是新能源汽车视为未来五年实现"换道超车"的关键抓手,正是因为新能源汽车产业既是朝阳产业,也是发展新质生产力的重要着 力点。 同时,各省市"十五五"规划建议中频繁出现的"固态电池"、"车网互动(V2G)"、"自动驾驶"等前沿技术方向,无一不指向汽车电动化与智能化融合的 未来赛道。固态电池被视为下一代电动汽车电池的理想选择,具有高能量密度、高安全性和长寿命等优势,一旦实现大规模商业化应用,将彻底改变电动汽 车的性能与市场格局。车网互动( ...
宏观研究:如何理解与观测中国宏观政策目标?
Minmetals Securities· 2025-12-09 03:22
Group 1: Macro Policy Goals - The nine governance goals centered on high-quality development have replaced the single GDP indicator, guiding China's economic stability and modernization efforts[1] - The macro policy framework emphasizes quality and efficiency over mere quantity and speed, with specific monitoring indicators like R&D intensity and total factor productivity[1] - The shift marks a departure from reliance on real estate and debt-driven growth, focusing instead on reform and innovation to enhance endogenous momentum[1] Group 2: Development and Security - The combination of development and security forms the core of macro governance, with both elements being interdependent and essential for sustainable growth[3] - The central government has elevated the relationship between development and security to a symbiotic one, ensuring that economic growth is grounded in food, energy, financial, and industrial chain security[3] - Macro governance aims to prevent systemic risks by embedding "safety" into the economic growth function, making any growth detached from safety unsustainable[3] Group 3: Structural Reforms and Economic Stability - The dual strategy of "reform + counter-cyclical adjustment" is essential for addressing long-term structural challenges and short-term economic fluctuations[4] - Policies are designed to gradually detach from real estate and debt expansion, which have historically acted as growth engines, and instead focus on resolving structural constraints[4] - Counter-cyclical adjustments will continue to be key in stabilizing short-term fluctuations while ensuring long-term market-oriented reforms and transitions between old and new growth drivers[4] Group 4: High-Quality Development Metrics - High-quality development prioritizes effective quality improvements and reasonable growth rates, with a focus on enhancing total factor productivity (TFP) and optimizing demand structure[31] - The contribution of final consumption to GDP growth reached 82.5% in 2023, indicating a significant shift towards domestic demand as the main growth driver[35] - R&D expenditure has increased from CNY 1 trillion in 2012 to CNY 3.09 trillion in 2022, with its share of GDP rising from 1.91% to 2.55%, reflecting a commitment to innovation[35]
消费有“贷”动力、外贸有“金”动能,深圳建行多维发力助深圳稳增长
Core Viewpoint - China is accelerating the construction of a new development pattern that focuses on domestic circulation while promoting international circulation, with a strong emphasis on boosting consumption and stabilizing foreign trade by 2025 [1] Group 1: Foreign Trade Support - Shenzhen has led the nation in foreign trade exports for 32 consecutive years, with "Shenzhen Manufacturing" gaining popularity in international markets [1] - In the first ten months of 2025, Shenzhen's banks issued new loans to foreign trade enterprises amounting to 763.57 billion yuan, a year-on-year increase of 9.83% [1] - The China Construction Bank Shenzhen Branch has implemented a comprehensive service plan combining domestic and foreign trade insurance to support local enterprises, facilitating 1.5 billion yuan in financing for a key renewable energy company [2] - The bank provided international settlement services worth 106 billion USD, a 16% increase year-on-year, and trade financing support of 34.3 billion yuan, up 44% [2] Group 2: Financial Technology and Innovation - The bank has expanded its policy pilot programs, providing trade foreign exchange settlement services to 128 quality enterprises, with service numbers increasing by over 12% [3] - The application of financial technology has improved cross-border payment experiences, reducing the average remittance time for cross-border RMB payments to real-time [3] - The bank has promoted cross-border supply chain financing, with over 5.7 billion yuan disbursed in the first ten months of 2025, a 171% increase year-on-year [4] Group 3: Consumer Promotion Measures - Shenzhen's retail sales of consumer goods have exceeded one trillion yuan for two consecutive years, with loans in the service sectors reaching 207.996 billion yuan, a 2.04% increase [5] - The bank has implemented five measures to promote consumer spending, including targeted installment services for home decoration and vehicle purchases, with over 5 billion yuan in credit card installment services provided [5] - The bank has optimized personal consumption loan policies, reducing average loan interest rates by over 30 basis points and serving over 400,000 consumer loan clients with support exceeding 30 billion yuan, a 21% increase [6]
清远农投集团首批西牛麻竹笋出口产品发车美国、东南亚!
Nan Fang Nong Cun Bao· 2025-12-08 04:31
Core Points - The first batch of Xiniu Ma bamboo shoots from Qingyuan Agricultural Investment Group has officially begun its export journey to the United States and Southeast Asia, marking the company's first direct export to these two markets [5][8][12] Group 1: Export Initiatives - The export products include canned bamboo shoot strips, slices, and whole shoots, with each truck carrying 6,000 cans [16] - The export is part of a broader initiative to enhance international trade and promote high-quality agricultural products from Qingyuan [12][20] - In the first half of the year, Qingyuan enterprises exported approximately 2,400 tons of bamboo shoots and related products, valued at around 100 million yuan [23][24] Group 2: Industry Development - Qingyuan has been actively promoting its agricultural products internationally, with significant participation in trade missions and partnerships [20][22] - The overall export value of Qingyuan's agricultural products reached 350 million yuan in the first eight months of the year, with bamboo shoots contributing 130 million yuan [24][25] - The Xiniu Ma bamboo shoot industry is recognized as a key driver for increasing farmers' income and promoting regional economic development [26] Group 3: Future Prospects - The Qingyuan Agricultural Investment Group aims to continue expanding its market presence in Southeast Asia, the Americas, and Europe, enhancing the international competitiveness of its agricultural products [38] - By 2024, the comprehensive output value of the Xiniu Ma bamboo shoot industry is projected to reach 10.965 billion yuan, making it one of the first industries to surpass the billion-yuan mark [55] - The industry has established a complete supply chain from standardized planting to intensive processing and brand marketing, providing a solid foundation for the export of agricultural products [62]
青岛以创新驱动提升竞争力
Jing Ji Ri Bao· 2025-12-08 03:03
Group 1 - Qingdao's GDP has crossed five trillion yuan milestones since the 14th Five-Year Plan, with an expected GDP of over 1.7 trillion yuan for this year [1] - The completion of the Weizhou 11-4 CEPD platform by CNOOC Engineering (Qingdao) marks significant technological breakthroughs and sets new records for offshore oil and gas platform dimensions and weights in the Beibu Gulf region [1] - Qingdao's high-tech manufacturing industry has seen an average annual growth of 15.9% during the 14th Five-Year Plan, improving its ranking among China's top 100 advanced manufacturing cities from 11th in 2020 to 6th in 2024 [1] Group 2 - Qingdao has implemented 2,733 key projects with a total investment of 1.84 trillion yuan, significantly boosting emerging industries such as integrated circuits, new displays, artificial intelligence, and green energy [2] - The total retail sales of social consumer goods in Qingdao increased from 520.4 billion yuan in 2020 to 658.5 billion yuan in 2024, reflecting the city's efforts to enhance domestic and international dual circulation [2] - Actual foreign investment in Qingdao reached 18.47 billion USD during the 14th Five-Year Plan, demonstrating the effectiveness of the city's investment cooperation [2]
金观平:有能力实现全年经济社会发展目标
Jing Ji Ri Bao· 2025-12-08 02:08
岁末将至,中国经济书写的答卷愈发清晰。面对严峻复杂的国际环境和艰巨繁重的国内改革发展稳定任 务,以习近平同志为核心的党中央总揽全局、科学决策,各地区各部门凝心聚力、真抓实干,中国经济 顶住压力延续稳中有进发展态势。我们有能力、有条件、有信心实现全年经济社会发展预期目标。 更要看到,中国经济长期向好的基本趋势没有改变,中国特色社会主义制度优势、超大规模市场优势、 完整产业体系优势、丰富人才资源优势更加彰显。无论未来遇到什么样的挑战,我国都有能力有信心保 持经济航船行稳致远。 当前,外部环境不稳定不确定因素较多,国内有效需求不足、部分企业经营困难等问题尚需着力破解。 实现全年预期目标有基础有支撑,但仍需付出艰苦努力。年终岁尾,各项工作任务进入冲刺阶段,要围 绕实现全年经济发展预期目标,提高政策实施的精准性和有效性,确保实现"十四五"圆满收官和"十五 五"良好开局。(本文来源:经济日报 作者:金观平) 稳的基础继续夯实。经济增长稳中有进,前三季度,我国国内生产总值同比增长5.2%,对于我国这样 的超大体量经济体而言,这样的增长既是量的积累更有质的支撑。就业形势总体稳定,10月份全国城镇 调查失业率为5.1%,比上月 ...