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牛津经济学家:科创将长期支撑中国增长
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-04 00:49
Core Insights - The resilience of Asian economies amidst global economic uncertainty is highlighted, with optimism for growth in several Asian economies due to supportive government policies and regional cooperation mitigating the impact of U.S. protectionism [1][5][6] Group 1: Economic Performance and Factors - Many Asian economies have shown strong performance this year, partly due to the "pre-order" effect from U.S. tariff policies, which has bolstered exports [1][5] - The growth momentum for some Asian economies is expected to remain optimistic in the coming quarters, supported by government policies and deepening regional cooperation [1][5] - The manufacturing sector in China, which constitutes about one-quarter of its GDP, is crucial for long-term growth through productivity enhancement via technological innovation [3][4] Group 2: Regional Cooperation and Trade Agreements - The Regional Comprehensive Economic Partnership (RCEP) is facilitating regional trade and could provide an additional GDP gain of about 2% for member economies if trade commitments are upheld [6][7] - Regional cooperation is seen as a core driver for sustained economic growth in Asia, potentially offsetting some negative impacts from U.S. trade protectionism [6][7] Group 3: Future Outlook and Investment Climate - The recent 25 basis point rate cut by the Federal Reserve is expected to positively influence capital flows into emerging Asian markets, enhancing investor sentiment [8] - Despite challenges from external trade environments, Asian economies are likely to focus on regional trade strategies and internal demand transformation for long-term growth [9] - Countries like China and South Korea are anticipated to benefit from ongoing technological advancements, supporting their long-term economic growth [9]
牛津经济学家:科创将长期支撑中国增长
21世纪经济报道· 2025-10-04 00:40
Core Viewpoint - The resilience of the Asian economy amidst global uncertainty is attributed to supportive government policies and the deepening of regional cooperation, which can mitigate the negative impacts of U.S. protectionist policies [1][5][7]. Group 1: Economic Performance and Outlook - Many Asian economies have shown strong performance this year, partly due to the "pre-order" effect caused by U.S. tariff policies, which has supported exports [1][5]. - The growth momentum for several Asian economies is expected to remain optimistic in the coming quarters, driven by supportive government measures and the positive impact of regional cooperation [1][5][7]. - Despite potential slight slowdowns in growth due to diminishing "pre-order" effects, proactive government measures are anticipated to cushion the impact [5][7]. Group 2: Role of Technology and Innovation - Technological innovation is crucial for enhancing productivity in China, with a focus on upgrading the manufacturing sector, which constitutes about 25% of the GDP [3][4]. - The Chinese government is expected to continue investing in advanced technologies like artificial intelligence, which will significantly contribute to long-term economic growth [4][6]. Group 3: Regional Cooperation and Trade Agreements - The Regional Comprehensive Economic Partnership (RCEP) is seen as a significant driver for regional trade and economic cooperation, potentially yielding an additional 2% GDP gain for member economies if trade commitments are upheld [7]. - The shift towards regionalization in trade agreements is expected to strengthen the resilience of Asian economies against global trade fluctuations [7]. Group 4: Impact of U.S. Monetary Policy - The recent 25 basis point rate cut by the Federal Reserve is viewed positively for Asian markets, as it narrows the interest rate differential and encourages capital inflows [8]. - The anticipated depreciation of the U.S. dollar may further enhance investor sentiment in Asian markets [8]. Group 5: Long-term Growth Drivers and Challenges - Asian economies face challenges due to their reliance on export-driven growth models amidst changing trade policies, prompting a potential shift towards regional trade strategies and domestic demand [9]. - Countries like China and South Korea are expected to benefit from ongoing technological advancements, providing a solid foundation for long-term growth despite a challenging global trade environment [9].
“韩中两国应进行面向未来的合作”
Ren Min Ri Bao· 2025-10-01 22:11
Group 1 - The core viewpoint emphasizes the necessity of understanding China for making accurate judgments, as articulated by Lee Hee-yul, the honorary director of the Sungkyun Institute of Chinese Studies in South Korea [2] - Lee Hee-yul founded the Sungkyun Institute of Chinese Studies in 2012 to broaden the understanding of China among the South Korean public, with publications like "Sungkyun China Observation" serving as important resources [2] - Over the past 30 years, Lee has visited China hundreds of times and believes that China can achieve development results in 2-3 years that other countries may take around 10 years to accomplish, attributing this to China's "condensed growth" [2] Group 2 - Lee has published numerous works on China, including the "China Handbook," which is used as a textbook in several prestigious South Korean universities for Chinese regional studies, earning him the 15th Special Contribution Award from the Chinese Book Awards [3] - The latest revision of the "China Handbook" systematically outlines China's developments in political, economic, diplomatic, and social fields [3] - Lee noted that China has become one of the largest consumer markets globally, with robots gradually replacing human labor in many factories, indicating a significant shift from the past "world factory" image [3] Group 3 - The South Korean government aims to rank among the top three AI powerhouses globally by 2030, highlighting the importance of future-oriented cooperation between South Korea and China [4] - Lee emphasizes the growing importance of free trade, multilateralism, and regional cooperation, advocating for an updated understanding of China among South Korean policymakers [4]
“韩中两国应进行面向未来的合作” ——访韩国成均中国研究所名誉所长李熙玉
Ren Min Ri Bao· 2025-10-01 22:03
Group 1 - The core viewpoint emphasizes the necessity of understanding China for making accurate judgments, as stated by Lee Hee-yul, honorary director of the Sungkyun Institute of Chinese Studies in South Korea [1] - Lee Hee-yul founded the Sungkyun Institute of Chinese Studies in 2012 to broaden the understanding of China among the South Korean public, publishing materials like "Sungkyun China Observations" [1][2] - Over the past 30 years, Lee has visited China hundreds of times and believes that China can achieve development results in 2-3 years that other countries may take around 10 years to accomplish, attributing this to China's unique development path [1] Group 2 - Lee has published numerous works on China, including the "China Handbook," which is used as a textbook in several prestigious South Korean universities, and recently released its third revised edition, detailing China's political, economic, diplomatic, and social developments [2] - Lee noted that China has become one of the largest consumer markets globally and highlighted the rapid advancements in high-tech industries such as communication, big data, and artificial intelligence, driven by the Chinese government's long-term strategic planning [2] - The South Korean government aims to rank among the top three AI powerhouses by 2030, and Lee advocates for future-oriented cooperation between South Korea and China, emphasizing the importance of updating perceptions of China [3]
专访牛津亚太首席经济学家卢姿蕙:科创将长期支撑中国增长
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-30 23:11
Core Insights - Asian economies demonstrate resilience amid global economic uncertainty, with several countries showing strong performance due to the "pre-order" effect from U.S. tariff policies, which has bolstered exports [1][3] - Optimism for growth in certain Asian economies over the next few quarters is supported by government policies and deeper regional cooperation that can mitigate the negative impacts of U.S. protectionism [1][3] - Technological advancement and innovation are crucial for enhancing productivity in China, which has a significant manufacturing base contributing to long-term economic growth [1][2] Economic Performance - Many Asian economies, including India and Southeast Asian nations, are expected to maintain healthy growth momentum despite challenges posed by U.S. tariffs [3] - The "pre-order" phenomenon, where Western consumers purchase more Asian goods to avoid higher future tariffs, has supported many Asian manufacturers and exporters [3] - Future demand may experience slight deceleration as the impact of pre-orders wanes, but proactive government measures are anticipated to cushion potential slowdowns [3] Regional Cooperation - The Regional Comprehensive Economic Partnership (RCEP) and other free trade agreements are enhancing regional economic cooperation, which is seen as a core driver for sustained growth in the Asia-Pacific region [5] - Studies suggest that RCEP members could gain approximately 2% of GDP in additional benefits if trade commitments are upheld, potentially offsetting some impacts of rising U.S. tariffs [5] Technological Innovation - The focus on technological innovation is expected to continue, with governments likely to allocate more resources to enhance productivity and long-term economic growth [2][7] - Countries like China and South Korea are positioned to benefit from ongoing technological advancements, providing a solid foundation for future growth [7] Capital Flows and Market Sentiment - The recent 25 basis point rate cut by the Federal Reserve is expected to positively influence capital flows into emerging Asian markets, as it narrows the interest rate differential with the U.S. [6] - The anticipated weakening of the U.S. dollar may further support investor sentiment in the region, contributing to stock market gains [6]
牛津亚太首席经济学家:科创将长期支撑中国增长|全球财经连线
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-30 10:48
Core Insights - Asian economies are showing resilience amid global economic uncertainties, with optimistic growth prospects for several countries in the coming quarters due to supportive government policies and regional cooperation mitigating the impact of U.S. protectionism [1][3][5] Group 1: Economic Performance - Many Asian economies, including China, India, and Southeast Asian nations, have performed well this year, partly due to the "advance ordering" effect from U.S. tariff policies, which has bolstered exports [1][3] - The manufacturing sector in China, which constitutes about 25% of its GDP, is crucial for long-term growth, with technology and innovation being key drivers for productivity enhancement [2][7] Group 2: Regional Cooperation - The Regional Comprehensive Economic Partnership (RCEP) and other free trade agreements are enhancing regional economic cooperation, which could provide significant GDP gains and offset some negative impacts from U.S. tariffs [5] - The shift towards regionalization in trade is expected to strengthen as Asian economies establish more free trade agreements, creating opportunities for specialization in different products across various economies [5][4] Group 3: Impact of U.S. Tariffs - U.S. tariffs have created challenges for Asian economies reliant on exports, but they are also prompting governments to consider regional trade strategies and potential shifts towards domestic demand [7] - The reliance on Asian manufacturing in global supply chains remains strong, despite increased costs due to tariffs, indicating the continued importance of Asia in global production [4] Group 4: Future Outlook - The outlook for Asian economies remains positive, with expectations of sustained growth driven by technological advancements and innovation, particularly in China and South Korea [7] - The recent U.S. Federal Reserve interest rate cut is expected to positively influence capital flows into emerging Asian markets, enhancing investor sentiment [6]
青岛市政府与3家银行签署战略合作协议
Zhong Guo Jing Ying Bao· 2025-09-26 08:14
其中,中国邮政储蓄银行在战略合作期内将为青岛市提供5000亿元人民币意向性融资支持,重点合作领 域包括重大项目建设、乡村振兴、航运金融与普惠金融等。 中经记者 郝亚娟 夏欣 青岛、北京报道 9月26日,在2025·青岛创投风投大会上,青岛市政府分别与中国邮政储蓄银行股份有限公司、汇丰银行 (中国)有限公司、东亚银行(中国)有限公司3家银行以及中国国新控股有限责任公司签署战略合作 协议,覆盖宏观规划、央企合作与外资赋能三大领域,将推动区域与多类型机构合作迈向深度协同,开 启合作"新篇章"。 据了解,青岛市政府引导基金联合8家市属国企及科创母基金等,共同发起总规模58亿元的市级基金, 重点投向青岛"10+1"创新型产业体系,支持科技创新与现代化产业体系建设,加速优质项目落地。 (编辑:朱紫云 审核:何莎莎 校对:颜京宁) ...
第13届“中国—亚洲论坛”在韩国首尔举行
Xin Hua Wang· 2025-09-16 07:52
新华网首尔9月16日电(记者陆睿)由韩国纽斯频通讯社举办的第13届"中国—亚洲论坛"近日在韩 国首都首尔举行。韩国总统李在明向论坛致贺电,中国驻韩国大使馆公使方坤、韩中议员联盟会长金太 年、纽斯频通讯社会长闵丙福等中韩两国政治、经济、媒体、学术界200余人出席。 论坛主旨演讲环节,北京大学国际关系学院教授杨保筠分享了关于中韩关系现状以及未来两国可深 化合作领域的思考。韩国仁荷大学国际通商系教授、前产业通商资源部通商交涉本部长郑仁教就韩中自 贸协定第二轮协商和展望进行了分析。与会嘉宾还围绕包括中韩在内的亚洲国家双边及区域合作展开了 讨论。 论坛旨在寻找中韩及亚洲国家之间在经贸、科技、绿色转型、人文交流等领域的合作与共赢机会, 为推动区域合作、实现共同繁荣提供切实可行的对话平台与解决方案。 方坤在致辞中表示,当前百年变局加速演进,国际形势变乱交织。亚洲各国应合力构建命运与共的 家园,争做发展繁荣的高地,维护和平安宁的"绿洲"。中方愿同韩方共同落实好两国元首重要共识,推 动中韩战略合作伙伴关系向更高水平迈进,为构建亚洲命运共同体作出更大贡献。 ...
外滩大会首届全球主题日召开 探讨亚洲及全球金融科技发展路径
Yang Guang Wang· 2025-09-13 02:20
Group 1 - The 2025 Inclusion·Bund Conference hosted its first "Global Theme Day," bringing together major fintech events from Singapore and Hong Kong to discuss the development paths of fintech in Asia and globally [1] - Key discussions emphasized the deep integration of technology and industry, robust innovation under regulatory compliance, and collaborative win-win strategies as core consensus for high-quality fintech development [1][2] - The focus in the AI sector has shifted from technical potential to application benefits, with numerous practical cases shared on enhancing financial service efficiency, strengthening risk control, and optimizing business decisions [1] Group 2 - The conference highlighted the importance of balancing innovation incentives with risk prevention, with discussions on the development trends and regulatory frameworks for tokenized products in Hong Kong [2] - The Hong Kong government aims to create a conducive environment for digital asset development by optimizing legal and regulatory frameworks, as outlined in the "Hong Kong Digital Asset Development Policy Declaration 2.0" [2] - A McKinsey report indicated that Asia is a vibrant corridor for global trade growth, with 18 out of the 20 fastest-growing trade corridors located in Asia, prompting discussions on deepening cooperation in finance, technology, and innovation across the region [2] Group 3 - The CEO of Global Finance & Technology Network (GFTN) identified four characteristics of the emerging Asian market: a large and fast-paced market culture open to new technologies, youth-driven innovation, traditional industry leaders seeking digital transformation, and a strong regulatory focus on inclusivity and consumer protection [3] - The conference maintained a high level of international participation, featuring 62 international guests from 15 countries and regions, reinforcing Shanghai's role as a global financial and tech innovation center [5]
外滩大会首届全球主题日召开,三大共识引领金融科技发展
Guo Ji Jin Rong Bao· 2025-09-12 15:44
Core Insights - The 2025 Inclusion Bund Conference held in Shanghai focused on the future of fintech in Asia and globally, emphasizing the integration of technology and industry, compliance-driven innovation, and regional collaboration as key drivers for high-quality fintech development [1][3]. Group 1: Technology and Industry Integration - The conference highlighted the importance of deep integration between emerging technologies and traditional industries, with a shift from conceptual discussions to practical applications that create real value [5]. - In the field of artificial intelligence, discussions centered on the application benefits, showcasing AI's role in enhancing financial service efficiency, risk control, and optimizing business decisions [5]. - Blockchain technology was identified as a crucial component for building a new generation of financial infrastructure, particularly in cross-border payments and asset tokenization [5]. Group 2: Regulatory Environment - A robust regulatory environment is essential for the sustainable development of fintech, with a focus on balancing innovation incentives and risk prevention [6]. - The Hong Kong Securities and Futures Commission discussed the development trends and regulatory frameworks for tokenized products, emphasizing the need for a comprehensive compliance and security system in the Web3 era [6]. - European representatives shared insights on how favorable regulatory measures enhance fintech competitiveness, highlighting consumer protection, digital security, and fair competition as key regulatory priorities [6]. Group 3: Regional Cooperation - Strengthening regional cooperation is seen as a vital pathway for Asian economies to achieve common development, with Asia being a significant driver of global trade growth [8]. - The Global Finance & Technology Network organized discussions on cross-border financial innovation, showcasing successful cases of payment system connectivity through bilateral cooperation among Southeast Asian banks and payment institutions [8]. - The CEO of GFTN summarized four characteristics of Asia's emerging markets: a large and fast-paced market culture open to new technologies, youth-driven innovation, traditional industry leaders seeking digital transformation, and a regulatory focus on inclusivity and consumer protection [9].