中国—中亚经贸部长第二次会议5月30日在哈萨克斯坦阿斯塔纳举行。会议由哈萨克斯坦贸易和一体化 部部长沙卡利耶夫主持，商务部副部长兼国际贸易谈判副代表凌激，中亚国家经贸主管部门负责人出席 会议并发言。凌激表示，截至目前，中国累计对中亚国家投资超过300亿美元。中国和中亚国家互联互 通新格局加速形成，贸易便利化水平不断提高。中方将坚定不移扩大高水平对外开放，愿同中亚国家加 强发展战略对接，探讨建立更紧密经贸伙伴关系；加强绿色矿产、绿色能源、数字经济合作，用好中国 —中亚股权投资合作基金等投融资工具；坚定支持自由贸易和以世贸组织为核心的多边贸易体制。 ...

Core Viewpoint - The completion of the China-ASEAN Free Trade Area 3.0 negotiations marks a significant step towards signing the upgraded protocol by the end of this year, aiming to foster a mutually beneficial cooperation model amidst unprecedented global trade challenges [1][2]. Group 1: Trade and Economic Cooperation - The China-ASEAN Free Trade Area 3.0 aims to counteract rising global trade protectionism and unilateralism, with 169 new trade restrictive measures reported by the WTO, affecting approximately $887.6 billion in goods trade [2]. - The trade value between China and ASEAN is projected to reach 6.99 trillion yuan in 2024, reflecting a growth of 9.0%, which constitutes 15.9% of China's total foreign trade [3]. - China and ASEAN have committed to enhancing supply chain connectivity, ensuring the free flow of key products and services, and improving infrastructure connectivity to stabilize regional supply chains [3]. Group 2: Market Integration and Consumer Protection - The combined population of China and ASEAN exceeds 2 billion, creating a significant internal market that is crucial for addressing external risks [4]. - In 2024, China's retail sales are expected to reach 48.8 trillion yuan, while ASEAN's consumer spending is projected to hit $2.2 trillion, highlighting the region's importance as a consumer market [4]. - New rules in the Free Trade Area 3.0 include online consumer protection and tourism consumer protection, aimed at optimizing the market environment and fostering new consumption patterns [4]. Group 3: Digital Economy and Innovation - China and ASEAN are enhancing digital economic cooperation by improving digital infrastructure and aligning standards for digital trade, which is essential for building an open innovation ecosystem [5]. - The collaboration in the digital economy is expected to empower ASEAN's manufacturing transformation and provide extensive market opportunities for digital technology applications [5]. Group 4: Green Economy and Sustainable Development - The Free Trade Area 3.0 emphasizes green economic cooperation, focusing on green trade, investment, and standards to promote sustainable energy and reduce carbon emissions [6]. - The partnership aims to create a mutually beneficial electric vehicle ecosystem, leveraging China's technological advantages to enhance regional automotive industry competitiveness [6]. Group 5: Inclusive and Practical Cooperation - The negotiations reflect a commitment to inclusive and practical economic cooperation, addressing development imbalances and supporting less developed ASEAN countries [7]. - China has maintained its position as ASEAN's largest trading partner for 16 consecutive years, while ASEAN has been China's largest trading partner for five years, indicating a resilient economic relationship [7].

必须努力重建自由贸易。 消除非关税壁垒的尝试会带来好处。 英国央行行长贝利：不要指望一直都能保持平衡的贸易状态。 ...

英国央行行长贝利：必须致力于重建自由贸易。 ...

作为推进该目标的策略之一，石破茂提出推动CPTPP的重要性。石破茂说："CPTPP涵盖广泛领 域，制定高标准统一规则，不仅带来经济利益，更有助于世界的和平与繁荣"，强调"日本将在这 一进程中发挥主导作用，积极推动框架的扩大和升级"。 CPTPP不仅限于货物关税的削减，还涉及服务、投资自由化、知识产权等多个领域，是一个促进 经济活力的多边协定。截至2024年12月，英国正式加入，使成员国增至12个。东盟国家中，文 莱、马来西亚、新加坡和越南已是成员。 石破茂还表示，日本将以CPTPP为核心，加强与东盟和欧盟的合作，发挥领导作用。日本目前已 与欧盟签署经济伙伴关系协定（EPA）。在全球范围内，为应对美国的关税政策，强调自由贸易 的重要性并推动志同道合国家和地区之间的协作的呼声正在上升。 日本首相石破茂5月29日在第30届日经论坛"亚洲的未来"上发表演讲。(5月29日，东京都千代田区) 日本首相石破茂在第30届日经论坛"亚洲的未来"发表演讲，提及全球范围内保护主义和内向思维 正在增强，表示日本将坚定支持自由贸易体制，呼吁"亚洲各国应携手合作，向世界展示以规则为 基础的、自由而公平的经济秩序的重要性"…… 日本首相石 ...

Group 1 - The article discusses Charlie Munger's views on the future of BYD in the hybrid and electric vehicle sectors, predicting it will be a major winner [22] - Munger emphasizes the importance of value investing, stating that all wise investments are essentially value investments [60][64] - He highlights the competitive nature of the automotive market in the U.S. and the challenges for new entrants, particularly from China [19][20] Group 2 - Munger expresses a positive outlook on the trade relationship between the U.S. and China, welcoming the trade deficit as beneficial for China's development [10][12] - He acknowledges that China has advantages in certain fields compared to the U.S., which is a natural occurrence in global trade dynamics [13][16] - Munger reflects on the historical context of trade and competition, using the example of Berkshire Hathaway's investment in Dexter Shoe to illustrate the impact of globalization [14][15] Group 3 - The article mentions that BYD has stopped producing gasoline-powered vehicles and is focusing on electric and hybrid cars, with significant sales growth in 2023 [23] - Munger believes that BYD's strength lies in its battery technology, positioning it well for future success in the electric vehicle market [21] - The discussion includes the competitive landscape of electric vehicles, with Tesla being recognized for its significant achievements [24]

Core Viewpoint - The meeting between China's Vice Minister of Commerce and the German SME delegation highlights the opportunities for German SMEs to invest in China, emphasizing China's large market, efficient supply chain, and vibrant innovation ecosystem [1] Group 1: Market Opportunities - China offers a vast market and a complete, efficient production and supply chain system, which presents significant investment opportunities for German SMEs [1] - The Chinese government encourages mutual cooperation and aims to maintain free trade and stability in global supply chains [1] Group 2: Bilateral Relations - The meeting underscores the importance of Sino-German collaboration in fostering economic ties and supporting each other's businesses [1] - There is a call for both sides to work together to uphold free trade principles and ensure the stability of global industrial and supply chains [1]

Core Viewpoint - The meeting between China's Vice Minister of Commerce Ling Ji and the German SME delegation highlights the opportunities for German small and medium-sized enterprises (SMEs) to invest in China, emphasizing the importance of maintaining free trade and stable global supply chains [1] Group 1: Opportunities for Investment - China offers a vast market, a complete and efficient production and supply chain system, and a vibrant technological innovation ecosystem, providing numerous opportunities for German SMEs to invest [1] - The head of the German SME delegation, Dorin, noted the attractiveness of the Chinese market for German SMEs and expressed a commitment to assist more German SMEs, particularly "hidden champions," in entering the Chinese market [1]

Core Points - The ASEAN-China-GCC summit joint statement emphasizes the commitment to leverage the complementarity of ASEAN, China, and the GCC to enhance economic cooperation [1] - The completion of negotiations for the upgrade of the China-ASEAN Free Trade Area 3.0 is welcomed, with expectations for the early signing and implementation of the upgraded protocol [1] - There is an anticipation for the timely completion of negotiations for the China-GCC Free Trade Agreement [1] - The establishment of a regional business council is being explored to promote dialogue among enterprises from the three parties, enhance trade and investment flows, and develop regional value chains [1] - The joint statement includes an exploration of cooperation in local currencies and cross-border payment systems [1]

Group 1 - Chinese Premier Li Qiang met with the Prime Minister of Malaysia, emphasizing the importance of implementing the outcomes of President Xi Jinping's recent state visit to Malaysia, aiming for mutual respect, trust, and win-win cooperation [3] - The meeting highlighted the intention to strengthen strategic communication and promote the integration of supply chains, as well as to advance key projects and deepen cultural exchanges, marking a new "golden 50 years" in China-Malaysia relations [3] - The ASEAN-China-GCC summit is noted for its special significance, with China expressing willingness to enhance economic cooperation with Malaysia and jointly uphold free trade and multilateral trade systems [3] Group 2 - In a separate meeting, Premier Li Qiang also met with the Prime Minister of Cambodia, referencing President Xi Jinping's historic visit and the announcement of a new all-weather China-Cambodia community of shared future [4] - The discussions focused on accelerating the alignment of development strategies and deepening cooperation in infrastructure and digital economy sectors to promote economic development between the two countries [5] - China expressed a commitment to strengthen solidarity and cooperation with Cambodia and other regional countries to maintain a stable and smooth multilateral trade system and supply chains, contributing positively to global peace and development [5]