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海南封关,最大的受害者出现?曾经劝中国大度,在自己身上应验了
Sou Hu Cai Jing· 2025-12-28 20:16
海南自贸港全岛封关,从12月18日正式启动,这一措施一实行,立马就把整个岛变成了零关税的区域,外边的一线通行无阻,想进来都容易,可到了里面的 二线就得堵得严严实实。 货一进岛,随意转转是没问题的,只要企业加工增值达到30%,就能免税,直接对接内地市场。东南亚的货源一下子涌到洋浦港,印尼的煤炭、马来西亚的 电子零件啥的,搞定本地之后,就往广州发过去。 贸易的花费少了,时间也节省不少,全球企业一听有盼头,资金也纷纷跟进。东南亚的航线开始偏向海南,那边马六甲的流量明显减弱了。 新加坡港口的业务遭遇打击,燃料和维修的订单明显减少,这一波变化来的太快,出乎不少人的预料。 新加坡的经济可真离不开转口贸易,这部分占了它GDP的大头。马六甲海峡的位置,更是帮它把东南亚的中转业务垄断了好些年。 海南这样一搞,实际上是给大家提供了更实在的优惠方案。东盟国家把海南当作一个跳板,把原料运到这里加工完毕后,可以免税销往内地,既省钱又省事 儿,还能避开新加坡的环节。 像印尼企业运椰子纸浆,以前还得绕一圈新加坡,要花40天,损耗还挺大,现在直接冲海南,7天搞定,成本一下就往下掉。 如今,船舶也开始挑洋浦港加油,便宜了大约8%,一大船跑一趟 ...
2025年GDP20强城市预测:苏州远超成都,天津第12,西安强势入围
Sou Hu Cai Jing· 2025-12-28 17:11
中国经济版图持续演进,各大城市竞争态势愈发激烈。基于最新发展态势与模型预测,2025年中国大陆GDP前二十强城市座次排定,展现出总量攀升、动能 转换与位次更迭的鲜明特征。 榜首之争毫无悬念。上海作为中国最大经济中心城市,预测2025年GDP将历史性突破5.7万亿元大关(57,073.36亿元),增量超3146亿元,继续以磅礴之势 引领全国。首都北京紧随其后,预计GDP达52,781.23亿元,增量近2939亿元。深圳展现出强大的创新活力与产业韧性,以39,025.67亿元的预测值稳居第三, 6.04%的增速在头部城市中领跑,与广州(32,180.65亿元)的差距进一步拉大。重庆作为内陆开放高地,依托庞大经济体量,预测GDP将达到33,816.36亿 元,稳坐第四把交椅。 | 排名 | 省份 | 城市 | 2025年GDP(亿元) | 2024年GDP(亿元) 增量(亿元) | | 增速(%) | | --- | --- | --- | --- | --- | --- | --- | | | 1直辖 | 上海 | 57,073.36 | 53,926.71 | 3,146.65 | 5.84 | | | 2直辖 ...
浙江美妆“十四五”蝶变:产业升级与品牌出海并行
Xin Lang Cai Jing· 2025-12-28 10:11
Core Insights - The Chinese cosmetics industry has undergone significant transformation over the past five years, shifting from dominance by international brands to the rise of domestic brands, with the retail market expected to reach 1,073.8 billion yuan in 2024 and domestic market share increasing from 52% to 55% [1] Group 1: Market Performance - Zhejiang province reported a retail sales figure of 32.41 billion yuan for cosmetics in the first three quarters of 2025, marking a year-on-year growth of 12.3% [1] - The province's cosmetics export value reached 11.058 billion yuan, with a year-on-year increase of 14.9%, ranking first in the country [1] Group 2: Industry Structure - During the 14th Five-Year Plan period, Zhejiang's cosmetics industry has developed a structure characterized by "one center, one window, and four bases," with Hangzhou as the headquarters and other cities focusing on various aspects of the cosmetics supply chain [1] - The "Beauty Town" in Huzhou has attracted over 100 upstream and downstream enterprises, showcasing a complete range of production lines for skincare, color cosmetics, and fragrances [2] Group 3: Corporate Development - Zhejiang Diefei Cosmetics Co., Ltd. has established a standardized GMP factory and an e-commerce park in Yiwu, along with a research and brand incubation center in Hangzhou, creating a new ecosystem for the beauty industry [4] - The Zhejiang Provincial Drug Administration has signed strategic cooperation agreements to promote high-quality development in the cosmetics industry, supporting regional brand building and cross-industry development [5] Group 4: Innovation and Sustainability - The province is leveraging its ecological resources to cultivate unique plant-based raw materials, transforming "green mountains and clear waters" into "ecological beauty" products [5] - Zhejiang has established a new raw material service channel and research centers, leading to 30 new raw material registrations, ranking third in the country, with a 300% year-on-year increase in new registrations this year [5] Group 5: Global Expansion - The global expansion of "Zhejiang Beauty" is supported by a well-structured supply chain and a thriving e-commerce economy, with a focus on enhancing brand recognition and influence internationally [6] - Policies have been introduced to facilitate the export of cosmetics, including customized measures for customs clearance and inspections, enabling faster and smoother international trade for Zhejiang's beauty products [6]
钢材需求超预期下滑,10大省份已出手
21世纪经济报道· 2025-12-28 09:12
记者丨 冉黎黎 编辑丨 陈洁 钢铁产业正在打响一场"控产能"之战。 近日,冶金工业规划研究院预测, 到2026年钢材需求量约为8亿吨,同比下降1.0%。 这一预 测降幅超出此前市场预期 ,如何促进行业供需平衡?在此之前,我国已针对钢铁产业进行了 多轮产能调整,但供需矛盾至今仍未彻底解决,问题出在哪里? 据21世纪经济报道记者不完全统计, 已有10个省份在"十五五"规划建议中对钢铁产业的发展 进行了部署,其中,产业"升级"是一大高频词。 从钢铁第一大省河北来看,其在"十五五"规 划建议中提到,推动重点产业转型升级,加快实现钢铁从原料级向材料级转变,提高河北钢铁 在全球产业分工中的竞争力。 图/摄图网 需求下滑之后 根据冶金工业规划研究院数据,2025年我国钢材消费量预计为8.08亿吨,同比下降5.4%;到 2026年钢材需求量约为8亿吨,同比下降1.0%。 "此前包含冶金工业规划研究院在内的钢铁行业一些机构,均认为到2030年钢材消费量才下降 到8亿吨。从今年钢材消费预测结果看, 钢材消费量的下降幅度比之前预估的还要大。 "肖邦 国表示,"十五五"期间钢铁行业的减量化趋势会比预想的更明确。 从具体领域来看,根据 ...
中国经济样本观察·“镇”了不起|一根细线,“缝”出200亿元大产业
Xin Hua Wang· 2025-12-28 09:00
新华社武汉12月28日电(记者田中全)一件衣服的袖子、领子等怎么连在一起?这少不了一根叫"缝纫线"的功劳。这根隐藏起来的缝纫线, 以涤纶纤维为原料,强度高、耐水洗,能保障多块布料缝合后的牢固度。 你也许不知道的是,这种用于服装制作核心辅料的缝纫线,不少产自江汉平原腹地的一座小镇——湖北省汉川市马口镇。 马口镇被称为"中国制线名镇",共有50余家纺织企业,其中规模以上纺织企业达40家,凭借105万锭的生产规模、30万吨的产能和200亿元的 综合产值,占据了国内缝纫线市场的六成份额,远销东南亚、中东、欧美等海外市场。 图为湖北名仁纺织科技有限公司生产车间。新华社记者 田中全 摄 在生产车间,往复式抓棉机正在"吞吐"物料。新华社记者 田中全 摄 困境倒逼变革,马口镇的创业者们不断"求生",引进先进技术、更新智能设备、加大研发投入,向技术要效率、向创新要竞争力,掀起一场 技改扩能风潮。 "我们投资1.2亿元,引进络筒机、倍捻机等自动化生产设备,建成智慧工厂。"湖北名仁纺织科技有限公司副总经理王琦说,"如今产能提升 了45%,客户回头率也提升了。" 马口镇落后的生产模式逐渐成为"过去式"。今天,穿镇而过的105省道旁, ...
枣庄再绘民生答卷,“两院一体”让养老更有“医” 靠
Qi Lu Wan Bao· 2025-12-28 05:04
Group 1 - The core viewpoint of the news is that Zaozhuang is implementing a comprehensive "two-in-one" medical and elderly care integration plan to address the challenges posed by an aging population, ensuring that elderly citizens have access to both care and medical services [2][3][4] - The "two-in-one" initiative is part of a broader strategy that aligns with urban transformation and industrial upgrading, emphasizing the importance of maintaining a high proportion of public spending on social welfare, which is around 80% [3] - Specific goals outlined include the construction and expansion of at least five integrated medical and elderly care institutions and the establishment of specialized care areas for disabled and cognitively impaired elderly individuals, providing a clear path for the implementation of these commitments [2][3] Group 2 - The integration of medical and elderly care services is expected to stimulate related industries such as health care, medical devices, and traditional Chinese medicine, creating a positive feedback loop that enhances both social welfare and economic development [3] - The ongoing commitment to improving social welfare through the "two-in-one" initiative aims to fulfill the aspirations of elderly citizens for quality care and support, contributing to a warmer social environment in Zaozhuang [4] - The strategic focus on "strong industry and prosperous production" is anticipated to inject sustained momentum into Zaozhuang's high-quality development, reinforcing the connection between social needs and economic growth [4]
中国经济多长时间赶上美国,重返世界第一
Sou Hu Cai Jing· 2025-12-28 04:11
Economic Growth Comparison - In 1978, China's GDP was $147.9 billion, only 6.29% of the U.S. GDP, with a per capita income of $156, significantly lower than sub-Saharan Africa [2] - By 2025, global GDP is projected to reach $117.16 trillion, with the U.S. surpassing $30 trillion and China's GDP expected to be $19.39 trillion, approximately 63.3% of the U.S. GDP [4] Historical Context - China lost its title as the "Celestial Empire" in 1870 when its economic output was surpassed, and the U.S. took the lead from the U.K. in 1894, maintaining dominance ever since [5] Future Scenarios for Economic Growth - **Baseline Scenario (50% probability)**: If China maintains a 2% average growth rate advantage over the U.S., it could reach over 80% of the U.S. GDP in 20-30 years [8] - **Optimistic Scenario (25% probability)**: If reform benefits are realized, with China's growth at over 5% and the U.S. at 2%, the gap could close in 15-20 years [8] - **Pessimistic Scenario (25% probability)**: If China's growth slows to 3-4% while the U.S. maintains 2.5%, surpassing the U.S. could be delayed by 30 years or more [9] Internal Growth Drivers - **Industrial Upgrade**: Transitioning from a "world factory" to a "world laboratory" to capitalize on innovations in AI, quantum information, and other advanced sectors [11] - **Consumption Upgrade**: Addressing income inequality and enhancing social security to convert potential consumer demand into actual economic activity [11] - **Regional Coordination**: Leveraging growth in key regions to balance costs and unlock potential in less developed areas [11] - **New Urbanization**: Reforming urban policies to integrate rural workers into cities, driving investment and consumption [11] External Growth Constraints - **Global Demand**: Rising protectionism and shifts in supply chains may limit export growth [12] - **U.S. Policies**: Fiscal expansion and monetary tightening in the U.S. could elevate global interest rates and exacerbate technological decoupling [12] - **Financial Cycles**: Changes in capital flows and the internationalization of the RMB will be critical for maintaining growth [12] - **Geopolitical Risks**: Tensions in regions like Taiwan and the South China Sea could disrupt economic progress [12] Strategic Battles for Economic Leadership - **Industrial Leap**: Aiming for high-tech manufacturing to constitute 30% of the economy [13] - **Consumer Economy**: Increasing the final consumption rate to 70% and expanding the middle-income group [13] - **Spatial Restructuring**: Developing a multi-centered, networked economic landscape [13] - **Financial Innovation**: Establishing non-dollar financial infrastructures to enhance global resource allocation [13] - **Risk Mitigation**: Creating a safety net across technology, energy, food, and finance to sustain growth [13] Long-term Projections - China is projected to potentially surpass the U.S. in total economic output between 2045 and 2050, contingent on maintaining a high-quality growth rate of 4-5% [14]
【昔日贫困村现今的模样】富民新村:荒滩养出了特色羊,村民走上了致富路
Xin Lang Cai Jing· 2025-12-27 19:44
【昔日贫困村现今的模样】 光明日报记者 尚杰 王冰雅 初冬时节,走进甘肃古浪县干城乡富民新村,整齐划一的养殖暖棚里羊群攒动,"咩咩"声此起彼伏。 凭借政府的各项扶持政策和蒲万林自己的一股闯劲,5个月后,第一批20只羊赚了钱。她当即贷款再次 购进更多羊羔。 "没想到短短几年,从300只扩增到600只,再从一茬育肥出售600只到1000只,我成了村里的'养殖大 户'。"接受记者采访时,蒲万林脸上洋溢着欣慰的笑容。是啊,养殖为她家带来了每年八九万元的纯收 入,这样的生活以前她做梦都不敢想。 蒲万林的成功产生了强大的示范效应。乡亲们看到养羊的效益,从最初的犹豫观望转变为争相参与。 随着养殖户越来越多,如何避免小散乱、提升产业整体竞争力,成为新的课题。富民新村开始推动产业 从"扩量"向"提质"升级。 古浪县紧傍腾格里沙漠,土地贫瘠、干旱少雨,农业生产长期受制于自然,"春天种了一袋子,秋天收 了一帽子"是当地农业的真实写照。 荒滩上种粮食不行,村党委进行了认真调研后,决定引导村民利用大片的戈壁荒滩养羊。因为,独特的 沙漠性气候为古浪羊养殖创造了得天独厚的条件,这里的羊长期食用碱性饲草,畅饮祁连山冰雪融水, 因而味道鲜美。 ...
封关首周看儋洋:开放动能澎湃 展现“样板间”新图景
Sou Hu Cai Jing· 2025-12-27 15:52
12月18日 海南自由贸易港正式启动全岛封关 开放格局持续拓展 封关首周 12月18日清晨,一艘装载着17.9万吨原油的船舶停靠在洋浦港国投洋浦油储码头30万吨级原油泊位。这是海南自由贸易港正式启动全岛封关后的 第一批通 关"零关税"石化原辅料。 封关首周 12月18日,中国石化海南炼油化工有限公司与儋州伟达化工有限公司成功开展累计加工增值免关税享惠业务,成为海南自由贸易港全岛封关后 第一批开 展累计增值业务的企业。此次业务促进了产业上下游合作,为其他产业链上下游企业提供了"儋洋样板"。 封关首周 12月18日, 第一批径予放行业务在洋浦顺利落地实施。海南金海浆纸业有限公司进口的3558吨方解石采用径予放行模式,快速完成从申报到放行全流 程。 全岛封关首周 儋州洋浦交出新答卷: 新型通关模式落地见效 港航吞吐量实现新跨越 高端产业项目次第扎根 跨境金融创新稳步推进 封关首周 12月22日,中国石化海南炼油化工有限公司的55.25吨聚丙烯,采用"分批出岛、集中申报"模式,从洋浦港"二线口岸"顺利出岛。这是海南自由贸易港 第 一批采用"分出集报"模式通关的货物。 封关首周 截至12月25日,累计登记"中国洋浦港" ...
超过佛山成为广东第三城,东莞还有机会么?
Sou Hu Cai Jing· 2025-12-27 15:06
2025年前三季度的数据显示,佛山GDP以9620.82亿元领先东莞的9318.93亿元,差额仅为302亿,而东莞 的资金总量已反超了235亿元。 东莞的"快"与佛山的 2025年的东莞GDP依然不能超过佛山,广东第三城仍属于佛山,但两者的差距,有望收窄,未来数年, 东莞有超越的希望。 在深圳、广州之下,还有两座万亿城市在高质量发展的赛道上互相追赶,最终受益的,将是广东,乃至 整个大湾区的产业升级和经济提质。 ...