2025年12月8日，海关总署一组数据震惊全球：前11个月中国贸易顺差达1.0758万亿美元，这是人类贸 易史上从未有过的纪录。 《华尔街日报》用"里程碑"形容这一突破，要知道2024年中国全年顺差还差口气才破万亿，如今仅用11 个月就轻松超越。 更值得玩味的是，这份亮眼成绩单，是在美国关税大棒高举、全球贸易保护主义抬头的背景下实现的， 背后藏着的正是中国外贸的深层变革。 谁是新"金主"？中国朋友圈的"悄悄"巨变 还记得十年前吗？提起中国最大的贸易伙伴，所有人的答案都是同一个：美国。然而，潮水退去，我们 才发现，中国外贸的"朋友圈"早已不是旧模样。 前十一个月中，中美贸易总额同比下降了近16.9%，美国在中国外贸总额中的比重，已跌破8.9%。这意 味着什么？这意味着即便最大贸易伙伴的份额大幅缩减，中国依然能实现万亿顺差，它的韧性可见一 斑。 首先登场的是我们的老邻居东盟。它以近7万亿元的贸易总额，高达8.5%的增长速度，牢牢占据了中国 第一大贸易伙伴的位置。 接着是欧盟，5.37万亿元的贸易额，也实现了5.4%的稳健增长。 那么，美国留下的市场空白，被谁填补了？答案出乎意料，却又在情理之中。 但真正的"黑马" ...

记者从中国贸促会获悉，12月10日，中国贸促会与海合会工商联合会在北京共同签署《东盟—中国—海 合会三方合作谅解备忘录》(以下简称"备忘录")，标志着双方在推动东盟—中国—海合会三方合作方面 迈出制度化、机制化的重要一步。 根据此次签署的备忘录，双方将共同构建可持续工商合作框架，推动各领域务实合作，为区域企业对 接、政策沟通与产业协作提供机制化支持。 签约仪式上，中国贸促会副会长聂文慧表示，海合会国家是中国在西亚北非地区的重要经贸合作伙伴， 也是共建"一带一路"和全球南方合作的关键力量。本次备忘录的签署，为三方合作搭建了长期稳定的框 架。期待以此次签约为新的起点，进一步整合三方在资金、技术、人才与市场等方面的优势资源，助力 工商界在各领域开展更富实效的合作，共同推动三方经贸关系迈上新台阶。 海合会工商联合会秘书长沙尔基指出，此次备忘录的签署是双方合作关系深化的重要体现，海合会国家 高度重视与中国和东盟工商界的交流与合作，期待通过机制化平台进一步促进贸易与相互投资，实现共 同发展与繁荣。 中方对此高度重视，确定中国贸促会为牵头机构。经商东盟轮值主席国马来西亚政府同意，东盟方确定 马来西亚中国商务理事会作为牵头机 ...

还记得 12年前《Top Gear》是怎么评价中国车的吗？ 当时 Jeremy 和 James 在北京试驾了广汽传祺、荣威350、比亚迪F0等车型，评价是："样子还行，但开起来很糟糕。" 但他们也在节目结尾预言： "五年前中国人还只能造三轮车，现在他们已经能造出这样的车了。谁能想象五年后中国车会是什么样？" 如今回头再看，当年那些被调侃的 "山寨车"，早已蜕变为在海外市场"杀疯了"的中国燃油车军团。 若是 "三贱客"今天再来试驾，表情该有多精彩？ 从被嘲讽到被追赶，中国车只用了十年。而今天，在这个电动化呼声最高的时代，中国制造的燃油车，正在海外完成一场 "沉默的反击"。 01 猛猛出海 数据显示，自 2020年起，中国每出口四辆车，就有三辆是燃油车。 燃油车确实是在猛猛出海。 来自中国汽车工业协会数据， 2021年，中国汽车出口201.5万辆，其中又170.5万辆都是燃油车，占比达84.6%。 2022年汽车出口量为311.1万辆，燃油车同步增长到234.2，占比达78.2%。 但行业统计显示，奇瑞在燃油车出口方面表现尤为突出。媒体报道称，奇瑞 2025年1–11月整车出口达119.9万辆，其中新能源占比约三 ...

中国科学技术协会科学技术传播中心主任阮草表示，刘徽诞辰周年系列纪念活动是中国首次在联合国教 科文组织成功申办的以科学家为主题的周年纪念活动，希望通过此次活动展现中国古代科学家的伟大成 就、卓越思想以及对人类文明的杰出贡献，同时推动中阿科技人文交流。 魏晋时期数学家刘徽是中国古典数学理论的主要奠基人，在世界数学史上占有重要地位，其著作《九章 算术注》《海岛算经》影响了后世大量的数学家和数学著作。2023年11月，第42届联合国教科文组织大 会审议通过了中国科学技术协会推荐的刘徽诞辰周年系列纪念活动，并将2024-2025年命名为"刘徽 年"。（完） 新华社巴库12月10日电（记者刘书辰）由中国科学技术协会和阿塞拜疆国家科学院主办的"数韵千年·对 话寰宇——刘徽诞辰周年系列纪念活动"9日在阿塞拜疆首都巴库举办，来自中国科学院、阿塞拜疆科学 和教育部、巴库国立大学等机构的约200名代表参加活动。 本次活动主题为"丝绸之路上的数学交融"，通过主题展览、学术演讲等多种形式开展中阿科学文化交 流。阿塞拜疆国家科学院院长伊萨·哈比巴伊利在开幕致辞中指出，阿塞拜疆坚定支持并积极参与共 建"一带一路"，致力于发挥连接欧亚的枢纽 ...

Core Viewpoint - The article discusses the complexities and realities of working in Africa, particularly for Chinese expatriates, highlighting both the financial incentives and the challenges faced in such roles [14][15][22]. Group 1: Historical Context - The trend of Chinese expatriates in Africa began in the 1960s, coinciding with the continent's independence movements and China's need for allies [25][30]. - The construction of the TAZARA Railway is a significant historical example of early Chinese involvement in Africa, with nearly 50,000 Chinese engineers sent to assist [35][36]. - By the 1980s, China's aid to Africa shifted from political to economic motivations, with state-owned enterprises leading the charge in infrastructure projects [37][39]. Group 2: Current Employment Landscape - There is a growing number of job postings for expatriate positions in Africa, with salaries often exceeding those in major Chinese cities by more than double [55][57]. - For example, expatriates in engineering roles can earn an average monthly salary that is over twice that of similar positions in Beijing [57]. - New graduates can expect total compensation packages of around 250,000 yuan per year, while those with more experience can earn between 350,000 to 500,000 yuan [58][59]. Group 3: Challenges Faced by Expatriates - Working in Africa is often characterized by high demands, with expatriates expected to work long hours and handle multiple responsibilities [84]. - Health risks are significant, as Africa is known for high rates of infectious diseases, and access to quality healthcare can be limited [88][90]. - Security concerns are prevalent, with reports of crime and violence against expatriates, particularly in countries like Nigeria and the Democratic Republic of the Congo [92][96]. Group 4: Economic Considerations - The high salaries offered to expatriates are a result of supply and demand dynamics in the labor market, where local labor may not meet the expectations of Chinese companies [78][80]. - Despite the financial benefits, expatriates often face a high cost of living in terms of personal sacrifices, including isolation and cultural barriers [98][100]. - The article notes that while expatriates can save money due to provided accommodations and limited spending options, the overall experience can be challenging [71][74]. Group 5: Future Outlook - The increasing interest in Africa as a market presents both opportunities and challenges for companies, with issues such as political instability and corruption affecting operations [109][110]. - The evolving landscape means that while some expatriates find success, others may struggle with the realities of working in such environments [111][112]. - Ultimately, the decision to work in Africa is a complex one, influenced by personal circumstances and broader economic trends [115][116].

来源：新浪证券-红岸工作室 12月10日，北部湾港涨1.92%，成交额1.25亿元，换手率0.70%，总市值214.22亿元。 异动分析 航运概念+统一大市场+天然气+一带一路+冷链物流 1、公司所从事的主要业务是集装箱和散杂货的港口装卸、堆存及船舶港口服务。公司的主要业务有港 口装卸堆存、拖轮、理货和代理业务。 集装箱和散杂货的港口装卸、堆存及船舶港口服务。 2、根据互动平台内容显示：北部湾港作为西部地区重要的出海通道和物流枢纽，推动货物"散改集"更 能有效的与腹地产业相结合，提升西部陆海新通道的受众范围，加快西部陆海新通道建设。公司开展的 资本运作主要是围绕港口主营业务，公司将坚持发展第一要务，紧扣港口生产经营中心工作，携手广大 客户、合作伙伴，持续扩大陆海双向开放，在港口建设运营、货源开拓及物流供应链服务上深化更多领 域、更深层次务实合作。 区间今日近3日近5日近10日近20日主力净流入907.89万-783.59万-3209.91万-6383.69万-6811.74万 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额5210.75万，占总成交额的2.75%。 技术面：筹码平均交易成本为8.69元 ...

Group 1: Environmental Business Growth - The company is focusing on new profit growth points in its environmental business through refined management and operational upgrades in waste-to-energy, urban sanitation services, and environmental equipment manufacturing [2][4] - New business models such as combined heat and power, collaborative disposal, and "waste-to-energy + IDC" partnerships are being explored to integrate environmental services with digital economy [2][4] Group 2: International Expansion and "Belt and Road" Initiative - The company is actively expanding its overseas business along the "Belt and Road" by leveraging its core technology in waste-to-energy and comprehensive service capabilities [4][5] - In 2025, the company aims to enhance its presence in high-quality solid waste disposal projects in "Belt and Road" countries, transitioning from a single project operator to a comprehensive environmental service provider [4][5] Group 3: Hydrogen Energy Development - The company is advancing into the hydrogen energy sector, investing in green methanol and methane projects, and establishing a complete industrial chain from wind and solar power to hydrogen production [6][7] - The Liao Yuan project includes a total installed capacity of 514.8 MW for grid-connected wind power and 443 MW for off-grid wind power, with a production capacity of 170,000 tons/year of methanol [6][7] Group 4: Green Methanol and Methane Production - The company plans to achieve a production capacity of 1 million tons of ISCC RFNBO standard methanol by 2030, supporting the shipping industry's carbon reduction goals [7][8] - The Liao Yuan integrated project aims to produce 100,000 tons of green methanol and 190,000 tons of green methane annually, with construction expected to be completed by Q2 2026 [7][8] Group 5: Policy Support and Financial Backing - The company has received 280 million yuan in policy financial support for its Liao Yuan and An Da projects, which is a significant endorsement of their technical feasibility and environmental value [9][10] - The national government has launched a 500 billion yuan financial tool to support green low-carbon transitions, with the company benefiting from this initiative [9][10]

Economic News - In November 2025, the national industrial producer price index decreased by 2.2% year-on-year, while the purchasing price index fell by 2.5% year-on-year. The average for January to November shows a decline of 2.7% for the producer price index and 3.1% for the purchasing price index compared to the same period last year [1] - The consumer price index for November 2025 increased by 0.7% year-on-year, with an average for January to November remaining flat compared to the previous year [1] - The United Nations reported that global trade is expected to exceed $35 trillion for the first time in 2025, with a projected growth of approximately 7% compared to last year [1] - The International Monetary Fund (IMF) forecasts China's economic growth rate to reach 5% in 2025, an increase of 0.2 percentage points from previous estimates [1] - The Ministry of Industry and Information Technology has revised the management measures for public service platforms in industrial technology, focusing on key industries such as new energy, artificial intelligence, and biotechnology [1] Company News - Haiguang Information has terminated its plan to merge with Zhongke Shuguang through a share exchange [4] - China Life Insurance reported total premiums exceeding 700 billion yuan as of November 30, 2025 [4] - SIRUI announced the termination of its plan to acquire shares of Aola and will resume trading on December 10, 2025 [4] - Alibaba's Tongyi Qianwen has launched Qwen Code v0.3.0, enhancing its capabilities for developers [4] - Xiamen Airport is planning to acquire 100% equity of its controlling shareholder's subsidiary, Zhaoxiang Technology, using its own funds [4] Non-Bank Financial Sector - The recent adjustment of risk factors for insurance companies aims to enhance their long-term investment management capabilities and support the real economy [5][6] - Specific adjustments include lowering risk factors for certain stock indices and export credit insurance, which is expected to stabilize the capital market and improve the efficiency of insurance fund utilization [7][8] - The regulatory changes are anticipated to benefit major industry players and promote a balanced and healthy development of the equity market [9][10]

Core Insights - Guangdong's foreign trade import and export reached 8.61 trillion yuan in the first 11 months of the year, marking a historical high for the same period, with a year-on-year growth of 4.2% [1] - Exports totaled 5.5 trillion yuan, up 2.1% year-on-year, while imports were 3.11 trillion yuan, increasing by 8% [1] Group 1: Trade Performance - In November alone, Guangdong's import and export amounted to 813.24 billion yuan, reflecting a year-on-year increase of 8.9% [1] - Exports in November were 515.14 billion yuan, growing by 6.7%, while imports reached 298.1 billion yuan, up 12.8% [1] Group 2: Trade Partners - The top three trading partners for Guangdong in the first 11 months were ASEAN, Hong Kong, and the EU, with each surpassing 1 trillion yuan in trade volume [1] - Trade with emerging markets such as the Middle East, Africa, and Central Asia saw significant growth, with increases of 7.8%, 10.4%, and 26% respectively [1] Group 3: Sector Performance - Private enterprises in Guangdong reported an import and export volume of 5.49 trillion yuan, a year-on-year increase of 4.4%, while foreign-invested enterprises reached 2.76 trillion yuan, growing by 6.7% [1] - Guangdong exported 3.77 trillion yuan worth of electromechanical products, which accounted for 68.5% of total exports, with notable growth in agricultural machinery (100.6%) and green intelligent products [2] Group 4: Import Trends - The demand for imports in Guangdong continued to expand, with integrated circuits imported at 1.17 trillion yuan, a 15.6% increase, making up 37.5% of total imports [2] - Other significant imports included computers and components at 313.51 billion yuan (20.3% growth) and semiconductor manufacturing equipment at 67.18 billion yuan (43.8% growth) [2]

12月8日-11日，2025年沙特塑胶、印刷包装、广告和化工展在当地开幕，该展会集中展示国际化工、建筑、 塑胶等行业展品，七腾机器人有限公司的防爆四足机器人、轮式巡检机器人等核心产品集中亮相， 其针对高 危场景的智能巡检解决方案，通过精准的数据采集、高效的故障识别与安全的作业模式，吸引了中东及全球能 源企业代表的广泛关注。作为 防爆特种 机器人领域的龙头企业，七腾机器人 的亮相不仅是 自身技术与产品 实力的 集中展示，更是 中国制造业深度参与全球工业智能化进程 的缩影。 根据产业世界发布的《 2025 年全球及中国特种机器人市场深度调研报告》显示，2025 年全球特种机器人产 业规模预计突破320 亿美元，核心驱动来自 "极端环境作业、应急救援、医疗康复" 三大增长极，能源、安 防、物流等传统领域需求持续释放。这也为七腾机器人出海提供了先决条件。 今年以来，七腾机器人在 海外项目交付与相关手续办理均已落地见效 ， 伊拉克巴士拉省、米桑省油田的数智 化改造项目中， 七腾机器人 自主研发的巡检机器人已顺利投入使用 ， 科威特防爆机器人应用推广项目完成 前期筹备，相关合作协议落地推进；东南亚、欧洲等地区的多个试点项 ...