中共中央政治局委员、国务院副总理何立峰12月9日下午在京会见美国科恩集团高级顾问艾伦。 资讯编辑：沈一冰 021-26093395 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 何立峰表示，今年以来中美两国元首多次通话并在韩国釜山成功会晤，达成一系列重要共识。双方应在 两国元首战略引领下，坚持正确方向，保持合作势头，不断拉长合作清单、压缩问题清单。中国即将迈 入"十五五"规划开局之年，将持续扩大高水平对外开放，欢迎更多美国企业来华投资兴业，力促中美经 贸关系平稳健康可持续发展。 艾伦积极评价两国元首会晤成果，表示愿发挥桥梁作用，持续推动美中深化经贸合作。 ...

Group 1 - The Chinese Ambassador to the United States, Xie Feng, met with AMD's Chair and CEO, Lisa Su, to discuss AMD's operations in China and Sino-U.S. economic cooperation [1] - On December 10, Xie Feng also met with Cisco's Chair and CEO, Chuck Robbins, to exchange views on Sino-U.S. economic cooperation and Cisco's operations in China [1]

Group 1 - The Chinese Ambassador to the United States, Xie Feng, met with Ralph Lauren's President and CEO, Patrice Louvet, to discuss Ralph Lauren's operations in China and Sino-U.S. economic and trade cooperation [1] - On the same day, Xie Feng also met with Eurasia Group President Ian Bremmer to exchange views on U.S.-China relations and other mutual concerns [1]

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View The report focuses on the zinc market, indicating that zinc is facing increasing pressure. The trend strength of zinc is rated as 0, suggesting a neutral outlook [1][3]. 3. Summary by Relevant Catalog 3.1 Fundamental Tracking - **Price and Volume**: The closing price of SHFE zinc main contract was 23,070 yuan/ton, down 0.92%; the closing price of LME zinc 3M electronic disk was 3,130.5 dollars/ton, up 1.03%. The trading volume of SHFE zinc main contract was 129,703 lots, a decrease of 50,551 lots; the trading volume of LME zinc was 9,968 lots, a decrease of 3,303 lots [1]. - **Inventory**: SHFE zinc futures inventory was 56,067 tons, a decrease of 2,330 tons; LME zinc inventory was 58,150 tons, an increase of 400 tons [1]. - **Premium and Discount**: Shanghai 0 zinc premium was 65 yuan/ton, a decrease of 5 yuan/ton; LME CASH - 3M premium was 166.73 dollars/ton, an increase of 3.73 dollars/ton [1]. 3.2 News - **Sino - US Economic and Trade Relations**: He Lifeng stated that China and the US should expand the cooperation list and promote the stable, healthy and sustainable development of Sino - US economic and trade relations. China will continue to expand high - level opening - up and welcome more US enterprises to invest in China [2]. - **AI Chip Sale**: The US approved the sale of NVIDIA H200 AI chips to China, and the Chinese Foreign Ministry spokesperson expressed that China advocates win - win cooperation between the two countries [2]. 3.3 Trend Strength The trend strength of zinc is 0, indicating a neutral view on the zinc market, with the range of trend strength being integers in the [-2, 2] interval [3].

艾伦积极评价两国元首会晤成果，表示愿发挥桥梁作用，持续推动美中深化经贸合作。 来源丨央视新闻 编辑丨刘雪莹 SFC 中共中央政治局委员、国务院副总理何立峰12月9日下午在京会见美国科恩集团高级顾问艾 伦。 何立峰表示，今年以来中美两国元首多次通话并在韩国釜山成功会晤，达成一系列重要共识。 双方应在两国元首战略引领下，坚持正确方向，保持合作势头，不断拉长合作清单、压缩问题 清单。中国即将迈入"十五五"规划开局之年，将持续扩大高水平对外开放，欢迎更多美国企业 来华投资兴业，力促中美经贸关系平稳健康可持续发展。 ...

何立峰会见美国科恩集团高级顾问艾伦时指出 中美应不断拉长合作清单 为两国经贸关系打开新的合作 空间 艾伦积极评价两国元首会晤成果，表示愿发挥桥梁作用，持续推动美中深化经贸合作。（完） 艾伦积极评价两国元首会晤成果，表示愿发挥桥梁作用，持续推动美中深化经贸合作。（完） 责任编辑：刘万里 SF014 何立峰会见美国科恩集团高级顾问艾伦时指出 中美应不断拉长合作清单 为两国经贸关系打开新的合作 空间 责任编辑：刘万里 SF014 何立峰表示，今年以来中美两国元首多次通话并在韩国釜山成功会晤，达成一系列重要共识。双方应在 两国元首战略引领下，坚持正确方向，保持合作势头，不断拉长合作清单、压缩问题清单。中国即将迈 入"十五五"规划开局之年，将持续扩大高水平对外开放，欢迎更多美国企业来华投资兴业，力促中美经 贸关系平稳健康可持续发展。 新华社北京12月9日电 中共中央政治局委员、国务院副总理何立峰12月9日下午在京会见美国科恩集团 高级顾问艾伦。 何立峰表示，今年以来中美两国元首多次通话并在韩国釜山成功会晤，达成一系列重要共识。双方应在 两国元首战略引领下，坚持正确方向，保持合作势头，不断拉长合作清单、压缩问题清单。中国 ...

Group 1 - The Ministry of Foreign Affairs emphasizes that economic and trade cooperation should continue to be the "ballast" and "driving force" of China-U.S. relations [1] - Discussions on appropriate relaxation for securities firms have sparked heated debate, with authoritative figures stating that leverage will remain within a reasonable range and there will be no rush to increase it significantly [1] - The Vice Minister of Commerce and Deputy Representative for International Trade Negotiations, Ling Ji, held video talks with the chairpersons of the German and European automotive industry associations [1] Group 2 - Chinese shipbuilding companies have signed the highest single cooperation contract in domestic history [1] - The Deputy Director of the Financial Regulatory Administration, Xiao Yuanqi, noted that the correlation between non-bank financial asset investment and insurance investment has further increased [1] - The China Passenger Car Association reported that retail sales of new energy passenger vehicles reached 1.321 million units in November, representing a year-on-year growth of 4.2% [1] - A risk prevention technology system for "dual loss control" in China's new energy vehicles has been established and put into application [1]

Core Viewpoint - The recent shift in U.S. economic policy towards China indicates a desire for cooperation rather than decoupling, aiming to generate an additional $10 trillion for the U.S. economy through trade relations with China [5][11]. Group 1: U.S. Economic Strategy - The U.S. government has released a new National Security Strategy that emphasizes "maintaining and rebalancing" economic relations with China, moving away from the previous rhetoric of decoupling [5][11]. - The strategy outlines a goal to increase the U.S. economy from approximately $30 trillion in 2025 to $40 trillion in the 2030s, directly linking this growth to U.S.-China trade cooperation [5][11]. Group 2: China’s Response - China has articulated a framework known as the "Three Lists," which includes expanding dialogue, extending cooperation, and compressing issues, signaling a constructive approach to U.S.-China relations [7][11]. - The "expanding dialogue list" indicates China's openness to continued discussions, addressing U.S. desires for ongoing high-level communication [7][9]. - The "compressing issues list" suggests that China believes there are no fundamental, unsolvable conflicts between the two nations, advocating for a focus on cooperation rather than confrontation [11][13]. Group 3: Economic Interdependence - The economic interdependence between the U.S. and China is highlighted, with data supporting the notion that cooperation is a prevailing trend that cannot be easily reversed [9][11]. - Despite previous attempts by the U.S. to pressure China through decoupling and tariffs, these strategies have not hindered China's technological advancements, particularly in high-tech sectors [9][11]. Group 4: Future Cooperation - The recent video call between U.S. and Chinese officials is seen as a practical implementation of the "Three Lists," focusing on mutual economic concerns and the importance of maintaining open communication channels [11][13]. - Both parties expressed a commitment to fostering a stable and positive trajectory in U.S.-China economic relations, emphasizing the need for more cooperation and fewer issues [11][13].

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - China's exports in November exceeded expectations, driven by the improvement of the external economic and trade environment, especially the continuous positive interaction between China and the US. There is also optimism for China's export growth rate next year [4][12] - China's exports in the first 11 months achieved a 5.4% growth, benefiting from the diversification of export destinations and the continuous improvement of the competitiveness of export products [2][8] 3. Summary by Relevant Catalogs 3.1 China's Overall Import and Export Situation - In November, China's US - dollar - denominated export amount increased by 5.9% year - on - year, with an expected increase of 3.0% and a previous decrease of 1.1%. The import increased by 1.9% year - on - year, with an expected increase of 2.9% and a previous increase of 1.0%. The trade surplus was $111.68 billion, compared with a previous surplus of $90.07 billion [2][6] - From January to November, China's export amount increased by 5.4% year - on - year, compared with an increase of 5.8% in the whole of last year. The import amount decreased by 0.6% year - on - year, compared with an increase of 1.0% in the whole of last year [6] 3.2 Export Situation by Region - In November, China's exports to ASEAN increased by 8.2% year - on - year, and from January to November, it increased by 13.7% [2][8] - In November, China's exports to the EU increased by 14.8% year - on - year, and from January to November, it increased by 8.1% [2][8] - In November, China's exports to the US decreased by 28.6% year - on - year, and from January to November, it decreased by 18.9% [2][8] - In the first 11 months, China's exports to the Belt and Road Initiative partner countries increased by 10.5% year - on - year. Exports to Africa increased by 26.3% and to Latin America increased by 7.1% [2][8] 3.3 Export Situation by Product Category - In November, China's export of mechanical and electrical products was $205.9 billion, a year - on - year increase of 9.7%. From January to November, it increased by 8.0% year - on - year [3][9] - From January to November, high - tech product exports increased by 6.6% year - on - year. Integrated circuit exports increased by 24.7% year - on - year [3][9] - From January to November, exports of automobiles (including chassis) increased by 16.7% year - on - year, and exports of ships increased by 26.8% year - on - year [3][9] - From January to November, exports of household appliances decreased by 3.6% year - on - year, and exports of mobile phones decreased by 11.2% year - on - year [3][9] - In November, exports of automobiles were 818,000 units, with the export volume increasing by 49% and the export amount increasing by 53%. Exports of ships were 507 units, with the export volume decreasing by about 6% and the export amount increasing by 46% [9] - In November, exports of toys decreased by about 26%, exports of lamps and lighting devices and their parts decreased by 21%, and exports of luggage and similar containers decreased by about 20% [9] 3.4 Import Situation - In November, China imported 46.83 billion integrated circuits, with a year - on - year increase of 2% in quantity and a year - on - year increase of 14% in cost, reaching $38.6 billion [4][11] - In November, China imported 50.89 million tons of crude oil, a year - on - year increase of 5%. The cost was $24.5 billion, a year - on - year decrease of 7% [4][11] - In November, China imported 1.11 billion tons of iron ore and its concentrates, a year - on - year increase of 8.5%. The cost was $11.2 billion, a year - on - year increase of 16% [4][11] - In November, China imported 2.526 million tons of copper ore and its concentrates, a year - on - year increase of 12.5%. The cost was about $7.3 billion, a year - on - year increase of 35% [4][11] 3.5 Export Situation of Other Countries - In November, South Korea's exports increased by 8.4% year - on - year, mainly due to the continuous strong demand for semiconductors [4][12] - In November, Vietnam's exports increased by 15.1% year - on - year to $39.1 billion, with a growth rate lower than the expected 18.1% [12] 3.6 PMI Index - In November, the new export order index of the National Bureau of Statistics' PMI was 47.6%, compared with a previous value of 45.9%. The import index was 47.0%, compared with a previous value of 46.8% [4][12]

2025.12. 08 他同时表示，关于台湾问题，我想强调的是，台湾是中国的台湾，是中国领土不可分割的一部分，台 湾问题是中国核心利益中的核心，是中美关系第一条不可逾越的红线。如何解决台湾问题是中国人自 己的事，不容任何外部干涉。美方应切实恪守一个中国原则和中美三个联合公报，兑现美国领导人所 作承诺，慎之又慎处理台湾问题，停止纵容支持"台独"分裂势力以武谋"独"、以武拒统，中方捍卫国 家主权和领土完整的决心意志坚定不移。 外交部：中美经贸合作应该继续成为中美关系的"压舱石"和"推进器" 在8日举行的外交部例行记者会上，有媒体提问称，在美国政府最新发布的国家安全战略报告中，美国 非常强调与中国的经贸关系，既批评了中国的一些贸易行为，同时也表达了希望与中国建立互利的经济 关系的意愿。请问中方对此有何评论？ 对此，中国外交部发言人郭嘉昆表示，中美经贸关系的本质是互利共赢，不存在谁占谁的便宜，经贸合 作应该继续成为中美关系的"压舱石"和"推进器"。我们希望美方同中方一道落实好两国元首重要共识， 本文字数：342，阅读时长大约1分钟 来源 | 环球网 图源 | 外交部官网资料图 在8日举行的外交部例行记者会上，有媒体提 ...