从企业规模看，在大型企业中，有62%已采用AI技术，而在中小微企业中，这一比例仅有41%；从 收入水平看，在高收入经济体的企业中，有66%采用AI技术，而在中低收入和低收入经济体中的企业， 这一比例仅有27%；从行业看，制造业只有22%的企业使用了AI技术，远低于金融与保险行业（52%） 和其他服务业（61%）。此外，报告还对尚未采用AI技术的企业进行了分析，发现其主要原因是缺乏专 业能力、担忧数据隐私与安全、与现有贸易系统整合复杂等非成本因素。 报告指出，通过调查发现，在使用AI技术的企业中，接近90%的企业表示，AI已经在其贸易相关活 动中带来明显收益，并且这些收益并非理论预期，而是企业在实际运营中观察到的效果。 在提升贸易效率与生产率方面，22%的企业表示，AI技术明显提高了贸易流程的效率和生产率，包 括实现更快的文件处理、完成自动化合规审查，以及减少人工重复操作等；在优化信息获取与贸易决策 方面，14%的企业表示，AI技术改善了贸易相关决策，包括市场准入、供应商选择及定价策略等。 此外，报告显示，AI技术还能帮助企业，尤其是中小微企业更快理解复杂贸易规则，更有效地利 用自由贸易协定。在辅助降低贸易成本 ...

Core Insights - The article discusses the changing trade dynamics between Southeast Asia, Mexico, and the U.S. amid the U.S.-China trade tensions, highlighting how these regions have previously benefited from a "labeling" strategy to access the U.S. market [1][3][18] Group 1: Trade Dynamics - Southeast Asia and Mexico have acted as intermediaries for Chinese goods, allowing products to be labeled as locally made to avoid tariffs [1][4] - The "China Plus One" strategy has led multinational companies to shift assembly lines from China to Southeast Asia, impacting local economies [4][8] - New U.S. tariff regulations are targeting the supply chain origins, meaning that products with core components from China face higher tariffs, disrupting the previous trade model [6][10] Group 2: Economic Impact - Southeast Asian countries like Malaysia have seen a surge in exports as companies rush to sell products before new tariffs take effect, indicating a panic response to changing regulations [8][12] - Mexico's automotive industry is particularly vulnerable, facing increased tariffs on Chinese vehicles, which could harm local manufacturing and economic stability [10][12] - Both regions are caught in a dilemma of needing Chinese supply chains while trying to appease U.S. trade demands, leading to potential long-term economic consequences [12][14] Group 3: Future Outlook - The article suggests that the era of easy profits from "labeling" is over, and true competitiveness will rely on core technologies and complete supply chains [16][18] - Countries like Vietnam and Mexico are struggling to upgrade their industries due to a lack of technology and capital, making it difficult to transition from assembly to manufacturing [16][18] - The need for countries to rethink their strategies in light of U.S.-China tensions is emphasized, as reliance on Chinese supply chains may become a liability [12][18]

中国经济网北京12月17日讯(记者 马常艳)中央经济工作会议提出要"更好统筹国内经济工作和国际经贸 斗争"，该如何发力？财政部原副部长朱光耀12日在做客中国经济网《深谈》时进行了深入解读。 谈及2025年中国经济发展成绩，朱光耀说，我们有效应对各种冲击挑战，全年将顺利实现5%左右的增 长目标，经济总量预计达到140万亿元，在全球主要经济体中继续名列前茅。中国以约占世界17%的经 济体量，对全球经济增长的年均贡献率持续保持在30%左右，成为推动世界经济增长的关键动力源。 美国政府从2025年4月推出所谓"对等关税"，对多个贸易伙伴加征关税。对此，中国坚定捍卫自身发展 权益，采取了有力反制措施。朱光耀说，中国没有屈服，坚定地站在公平、公正和历史正确的一边。实 践证明，只有坚定捍卫原则立场，才能真正维护自身合法权益。 "面向未来，中美两国作为全球两个最大经济体，应在两国元首的战略指引下，让中美关系这艘'大 船'沿着正确的航向前行，携手成为世界和平与发展事业的中流砥柱。"朱光耀说。 展望2026年，全球贸易发展的复杂性与不确定性显著上升。世界贸易组织发布全球贸易展望报告称，受 全球经济复苏乏力和美国关税政策等因素影响 ...

Core Insights - The United Nations Conference on Trade and Development (UNCTAD) predicts that global trade will exceed $35 trillion for the first time by 2025, driven by significant contributions from East Asia, Africa, and South-South trade [1][2] Group 1: Global Trade Growth - Global trade is expected to maintain growth in the second half of 2025 despite geopolitical tensions, rising trade costs, and imbalances in global demand [1] - In Q3 of this year, global trade grew by 2.5%, with goods trade increasing by nearly 2% and services trade by 4% [1] - For the entire year, global trade is projected to grow by approximately 7%, with goods trade expected to increase by about $1.5 trillion and services trade by $750 billion [1] Group 2: Regional Contributions - East Asia has shown the strongest export growth over the past year at 9%, with intra-regional trade rising by 10% [2] - Africa's trade activity is also robust, with imports growing by 10% and exports by 6% [2] - South-South trade has increased by around 8%, indicating closer economic ties among developing economies [2] Group 3: Sectoral Performance - The manufacturing sector, particularly electronics, is experiencing rapid growth in global trade, with a projected increase of 10% in manufacturing trade and 14% in electronics, partly due to demand in artificial intelligence [2] - The automotive sector is facing a decline in trade by 4%, although growth in hybrid vehicle trade is somewhat mitigating this downturn [2] - The energy sector is seeing a reduction in trade, primarily due to declines in fossil fuels, photovoltaic products, and critical minerals [2] Group 4: Future Outlook - The report indicates that trade imbalances will persist into 2025, with trends of "friend-shoring" and "near-shoring" intensifying, as trade shifts towards partners with similar political stances or closer geographical proximity [2] - UNCTAD forecasts that global economic growth may slow in 2026 due to a combination of reduced economic activity, rising debt, increased trade costs, and ongoing uncertainties [2]

Core Insights - The UN Conference on Trade and Development (UNCTAD) reports that despite geopolitical tensions, uneven global demand, and rising trade costs, global trade is expected to grow in the second half of 2025, with total trade volume projected to exceed $35 trillion for the first time [1] Group 1: Global Trade Growth - Global trade is forecasted to grow by 2.5% in Q3 2025 compared to the previous quarter, with goods trade increasing by nearly 2% and services trade by 4% [1] - The total trade volume for the year is expected to increase by approximately 7% compared to the previous year, with goods trade projected to grow by $1.5 trillion and services trade by $750 billion [1] Group 2: Regional Performance - East Asia has shown the strongest export growth over the past year, with an increase of 9%, and intra-regional trade rising by 10% [1] - South-South trade has grown by about 8%, indicating closer economic ties among developing economies, with China and South Korea leading in East Asia, while Brazil and South Africa are key growth drivers in South America and Africa, respectively [1] Group 3: Emerging Economies - Strong growth in service exports from India and China highlights the increasing importance of emerging economies in global trade [1] Group 4: Trade Trends - The report indicates a strengthening trend of "friend-shoring" and "near-shoring," with trade shifting towards partners with similar political stances or geographical proximity, suggesting a reshaping of the global trade landscape [1] Group 5: Future Outlook - UNCTAD predicts that global trade growth will slow down in 2026 due to a slowdown in global economic activity, rising debt, increasing trade costs, and ongoing uncertainties [2]

新华社日内瓦12月9日电（记者焦倩）联合国贸易和发展会议（贸发会议）9日发布最新报告指出，尽管 受地缘政治局势紧张、全球需求不均衡、贸易成本上升等因素影响，全球贸易在2025年下半年仍保持增 长，全年贸易额有望首次突破35万亿美元。 ...

当地时间12月9日，联合国贸易和发展会议（贸发会议）发布的年终《全球贸易更新》报告显示，在东 亚、非洲和南南贸易推动下，2025年全球贸易额将增长约7%（增加2.2万亿美元），创下35万亿美元的 纪录。 报告指出，制造业（尤其是电子产品）是经济增长的主要引擎，能源与汽车行业相对滞后。全球贸易失 衡仍严重，地缘政治正重塑贸易流动，2026年前景受不确定性影响。 （文章来源：央视新闻） 尽管地缘政治紧张、成本上升和全球需求不平衡等因素减缓了贸易增长势头，但2025年下半年贸易额仍 持续上升。 ...

Core Insights - The UN Conference on Trade and Development (UNCTAD) report indicates that financial market volatility is becoming a key determinant of global trade dynamics and economic outlook, placing the world economy in a more fragile state [1] - The report forecasts a slowdown in global economic growth to 2.6% in 2025, down from 2.9% in 2024 [1] Group 1: Global Trade and Economic Growth - Global trade growth is expected to be around 4% at the beginning of 2025, driven by early imports in response to tariff adjustments and the expansion of service trade propelled by the digital economy [2] - Despite this growth, the fundamental trade growth rate is projected to hover between 2.5% and 3%, with financial factors increasingly influencing investment decisions and supply chain configurations [2] Group 2: Financial Dependency and Vulnerability - Over 90% of global trade relies on bank financing, with the dollar maintaining a dominant position in international payments and trade settlements, making the global trade system sensitive to changes in interest rates and investor sentiment [2] - Developing countries face more pronounced impacts due to limited financing channels, with higher borrowing costs and unstable capital flows constraining their fiscal space [2] Group 3: Climate Impact on Vulnerable Economies - Climate-vulnerable countries incur additional burdens, with extreme weather events leading to an estimated extra interest expenditure of $20 billion annually, accumulating to over $212 billion since 2006 [3] - The dominance of the dollar in global finance has increased, with its share in the SWIFT payment system rising from 39% to approximately 50% over the past five years, further exposing developing countries to global financial cycles [3] Group 4: Recommendations for Economic Resilience - To enhance global economic resilience, the UNCTAD calls for institutional reforms, including improving financing conditions for developing countries, strengthening local currency financial markets, and refining cross-border payment systems [3] - A stable connection between trade and finance is essential for achieving lasting stability, necessitating a policy framework that balances development and sustainability [3]

Group 1 - The core viewpoint of the report is that global economic growth is expected to slow down to 2.6% in 2025, down from 2.9% in 2024, with financial markets increasingly influencing global trade dynamics [1] - The report emphasizes that over 90% of global trade relies on bank financing, highlighting the critical role of dollar liquidity and cross-border payment systems in international trade activities [1] - Financial market fluctuations and changes in investor sentiment can significantly impact global trade volumes, indicating a close connection between trade and the global financial environment [1] Group 2 - Developing economies face rising pressures due to limited roles in global financial markets, leading to higher financing costs and increased vulnerability to capital flow volatility [2] - Climate-related financial risks are becoming more pronounced, further constraining the fiscal and investment space necessary for sustaining growth in developing economies [2] - The geopolitical landscape and policy shifts are reshaping globalization, necessitating adjustments in the financial system to better serve the needs of the real economy [2]

Core Insights - The UN Conference on Trade and Development (UNCTAD) projects global economic growth to slow to 2.6% in 2025, down from 2.9% in 2024 [1] - Financial markets are increasingly influencing global trade, with volatility in financial markets having an impact comparable to that of real economic activity [1] - The report emphasizes that over 90% of global trade relies on bank financing, highlighting the critical role of dollar liquidity and cross-border payment systems in international trade [1] Group 1 - The financial environment is becoming a dominant factor in shaping global trade dynamics, as trade is interconnected with credit limits, payment systems, currency markets, and capital flows [1] - Changes in interest rates in major financial centers or fluctuations in investor sentiment can significantly affect global trade volumes [1] - The report highlights the growing financial factors in commodity markets, particularly in food markets, where pricing increasingly reflects financial strategies rather than supply and demand [1] Group 2 - Developing economies face rising pressures due to their limited role in global financial markets, leading to higher financing costs and increased vulnerability to capital flow volatility [2] - Climate-related financial risks are exacerbating the challenges for developing economies, limiting their fiscal and investment space necessary for growth [2] - The geopolitical landscape and policy shifts are reshaping the globalization process, necessitating adjustments in the financial system to better serve the needs of the real economy [2]