7月14日，国新办就2025年上半年进出口情况举行新闻发布会。海关总署副署长王令浚介绍，面对单边 主义、保护主义，我们不断扩大"朋友圈"，拉紧经贸合作纽带，大力提振企业信心，共同应对外部环境 的急剧变化。上半年，我国对190多个国家和地区进出口实现增长，贸易规模超过500亿元的伙伴数量达 到61个，比去年同期增加了5个。在对欧盟、日本、英国等传统市场实现增长的同时，新兴市场贡献了 更多的增量，上半年对非洲进出口1.18万亿元，增长14.4%，对中亚进出口3572亿元，增长13.8%。"爬 坡过坎，关键是提振信心"。最新一期中国海关贸易景气调查结果显示，出口企业和进口企业信心都连 续两个月回升。 ...

Core Viewpoint - The Customs General Administration emphasizes that while China's foreign trade has shown stable growth in the first half of the year, significant efforts will be required to maintain this momentum in the second half due to increasing global unilateralism and protectionism [1] Group 1 - The Deputy Director of the Customs General Administration, Wang Lingjun, stated that China's foreign trade has achieved stable growth and improved quality in the first half of the year, which is a commendable achievement given the challenging circumstances [1] - The growth in foreign trade is attributed to the centralized and unified leadership of the Party, as well as the collaborative efforts of various local departments and foreign trade enterprises [1] - Despite the positive performance, the external environment remains complex and uncertain, necessitating continued hard work to sustain foreign trade growth in the latter half of the year [1]

Core Insights - The Chain Expo serves as a bridge connecting global industrial and supply chains amidst rising unilateralism in international trade [1][6] - China is accelerating the construction of a new development pattern that emphasizes domestic circulation while promoting international cooperation [2][4] - The expo showcases China's commitment to open cooperation and its role as a leader in global supply chain innovation [5][6] Group 1: Event Overview - The third Chain Expo will be held from July 16 to 20 in Beijing, featuring six major supply chains including advanced manufacturing, clean energy, and digital technology [1] - The expo aims to demonstrate the resilience of supply chains and the importance of multilateral cooperation in addressing global challenges [1][3] Group 2: Economic Implications - The Chain Expo enhances China's ability to allocate global resources and reflects global partners' confidence in the Chinese market [3][4] - It serves as a practical platform for the dual circulation strategy, facilitating online and offline integration to transform traditional foreign trade [3][4] Group 3: Strategic Importance - The expo is pivotal in optimizing domestic industrial layout and increasing international economic cooperation partners [4][5] - It promotes high-value industries such as smart manufacturing and green energy, helping domestic companies upgrade and adapt to international competition [5][6] Group 4: Global Cooperation - The Chain Expo aims to build a diversified international market network, reducing reliance on traditional markets and enhancing stability [5][6] - It sends a clear message that open and inclusive cooperation is essential for mutual benefit in the face of trade protectionism [6]

Group 1 - The current global economic environment is characterized by instability and uncertainty, with the US trade war significantly impacting the multilateral trade system and global supply chains [1][2] - China is committed to high-quality development, showcasing strong economic resilience and stable growth, with an expected increase of 35 trillion RMB in economic output over the past four years [2] - Technological innovation in China has led to advancements in high-performance chips, AI models, and robotics, contributing to a reduction of 11.6% in energy consumption per unit of GDP over the last four years [2] Group 2 - China has fully removed restrictions on foreign investment in the manufacturing sector, with cumulative foreign direct investment reaching 4.7 trillion RMB from 2021 to May this year, positioning China as a preferred investment destination [2] - The trade volume between China and the UK has consistently exceeded 110 billion GBP annually, with bilateral investment stock surpassing 130 billion GBP [2] - Green finance cooperation is advancing, highlighted by China's issuance of 6 billion RMB green sovereign bonds on the London Stock Exchange [2] Group 3 - The potential for cooperation in finance and education between China and the UK is significant, with China being the largest source of international students in the UK, totaling over 200,000 [2][3] - Both countries should focus on mutual respect and open collaboration to enhance cooperation across various sectors, creating a better environment for bilateral relations [3]

Group 1 - The European Union is strengthening trade cooperation in response to a new wave of protectionism [1] - The EU emphasizes the importance of a trade system that is rule-based, non-discriminatory, open, fair, inclusive, equal, and transparent, with the World Trade Organization at its core [1]

Group 1 - Wang Yi, the Foreign Minister of China, attended multiple East Asian cooperation meetings in Kuala Lumpur, including the China-ASEAN Foreign Ministers' Meeting and the ASEAN Plus Three Foreign Ministers' Meeting [1] - China views ASEAN as a priority in its foreign diplomacy and supports ASEAN's central role in regional architecture, aiming to enhance cooperation and security in the region [1][2] - The Chinese government is committed to signing the Southeast Asia Nuclear-Weapon-Free Zone Treaty Protocol and advancing the South China Sea Code of Conduct negotiations [1] Group 2 - Wang Yi emphasized the positive overall situation of East Asian cooperation, focusing on development and collaboration despite challenges from unilateralism and protectionism [2] - The Chinese government aims to enhance cooperation dynamics and resilience in development, promoting regional integration and a more interconnected East Asia [2] - China will continue to adhere to the principles of good-neighborliness and mutual benefit, injecting new momentum into regional development through its own stable growth [2]

Core Viewpoint - The overall situation of East Asian cooperation is positive, focusing on development and collaboration, despite facing challenges from unilateralism and protectionism [1] Group 1: Key Points on East Asian Cooperation - Wang Yi, the Chinese Foreign Minister, attended multiple foreign ministerial meetings, emphasizing the importance of regional cooperation [1] - China aims to inject new momentum and provide new opportunities for regional development through its own stable growth [1] - The principles of good-neighborliness, mutual benefit, and shared destiny are highlighted as guiding policies for China's engagement in the region [1]

Group 1 - The core viewpoint emphasizes the importance of the 10+3 cooperation mechanism in enhancing crisis response capabilities and promoting economic integration in East Asia, which is seen as a vital region for global development [1][2] - The current overall situation of East Asian cooperation is positive, focusing on development and collaboration, despite facing challenges such as unilateralism and protectionism [1][2] - China proposes four key suggestions for future cooperation, including building a more integrated East Asia, enhancing resilience, fostering innovation, and promoting cultural exchanges [2][3] Group 2 - The first suggestion is to build an integrated East Asia by leveraging the complementary advantages of ASEAN and China, Japan, and South Korea, and to oppose trade barriers that disrupt supply chains [2] - The second suggestion focuses on building a resilient East Asia through improved financial cooperation and the development of a regional currency bond market [2] - The third suggestion aims to foster innovation by seizing opportunities from the new technological and industrial revolutions, with plans for various cooperative initiatives in green technology and digital economy [2][3] - The fourth suggestion emphasizes cultural connectivity through student exchanges and talent development initiatives, which are crucial for strengthening public support for East Asian cooperation [3]

Core Insights - The U.S. President has extended the "reciprocal tariff" deferral period to August 1, which is expected to impact global shipping and supply chains significantly [1] - The extension has not led to a new surge in imports, with Los Angeles port data showing a 5% year-on-year decline in TEU volume for May and an anticipated 27% decline in July [1] - High inventory levels among U.S. retailers, resulting from a previous import rush, are contributing to weak shipping demand and falling freight rates, with container shipping costs down 5.7% month-on-month and over 20% from peak levels [1] Shipping Industry Challenges - Shipping giant Maersk has noted that declining policy transparency and changing deadlines are affecting transportation decisions, with an average tariff burden of approximately 21% [2] - Geopolitical conflicts are also raising insurance costs, with war risk insurance rates increasing, particularly for Israeli ports, which have surged to 0.7% [4] - Companies are advised to adopt multi-faceted strategies to navigate these challenges, including renegotiating with freight forwarders, testing crisis plans, optimizing transportation in high-risk areas, diversifying supply chains, adjusting pricing efficiency, and expanding insurance coverage [4] Long-term Implications - The trend of rising costs due to tariff policies is likely to impact global manufacturing and consumers, with the restructuring of supply chains facing uncertainties and challenges from both policy and geopolitical factors [4]

Group 1 - The core viewpoint of the articles highlights the contradictory stance of France regarding its relationship with China, where it seeks investment while simultaneously advocating for increased trade barriers against Chinese goods [1][3][5] - French Finance Minister Le Maire's call for the EU to raise tariffs on Chinese imports reflects a broader anxiety within the EU about competition from China, despite the need for access to the Chinese market [5][7] - The simultaneous statements from French ministers indicate a potential coordinated effort within the French government to adopt a tougher stance on China, which contradicts the EU's proclaimed position of non-confrontation [7][8] Group 2 - The articles suggest that France's fluctuating approach towards China is not new, as seen in previous actions like the investigation into Chinese electric vehicle subsidies, indicating ongoing concerns about the impact of Chinese competition on French manufacturing [7][8] - The emphasis on increasing trade barriers is criticized as a superficial solution that fails to address the underlying structural issues facing European manufacturing, particularly in digital transformation and key industries [8] - The overall narrative raises questions about the EU's long-term strategy towards China, balancing between cooperation and protectionism, and the implications of this for global economic relations [8]