Core Insights - The automotive industry in China is experiencing significant growth, particularly in the production and sales of new energy vehicles (NEVs), driven by government policies and changing consumer preferences [1][2][20]. Group 1: Automotive Production and Sales - In August 2025, automotive production reached 2.75 million units, an 11% year-on-year increase, with NEVs accounting for 1.33 million units produced, up 23% [1][18]. - For the first eight months of 2025, total automotive production was 20.83 million units, also reflecting an 11% increase year-on-year, with NEVs at 938,000 units, a 31% increase [1][18]. - The penetration rate of NEVs in the automotive market reached 48% in August 2025, indicating a strong shift towards electric vehicles [1][18]. Group 2: Consumer Spending and Economic Impact - The total retail sales of consumer goods in August 2025 amounted to 39,668 billion yuan, with automotive consumption contributing 4,093 billion yuan, a 1% increase year-on-year [1][27]. - The overall retail sales for the first eight months of 2025 were 323,906 billion yuan, growing by 4.6%, with automotive consumption at 31,263 billion yuan, reflecting a modest 0.5% increase [1][27]. - The decline in the real estate market since 2021 has positively impacted automotive consumption, which rose from 3.94 trillion yuan in 2020 to an expected 5.03 trillion yuan in 2024 [4][22]. Group 3: Investment Trends - Fixed asset investment in the automotive sector grew by 20.2% in the first eight months of 2025, significantly outpacing overall manufacturing investment [20][21]. - The automotive investment growth is attributed to the rising demand for NEVs, indicating a recovery in the sector after previous downturns [20][21]. Group 4: Industry Challenges and Future Outlook - The automotive industry faces challenges from a complex external environment, including unilateralism and protectionism, which threaten supply chain stability [2]. - Despite a strong performance in the first half of 2025, the industry anticipates a slowdown in growth rates in the latter half of the year, necessitating supportive policies to sustain consumer demand [2][8].

Core Viewpoint - The Chinese Ministry of Foreign Affairs firmly opposes any restrictions imposed on China under coercion, regardless of the justification, and emphasizes the importance of mutual benefit in China-Mexico economic cooperation [1] Group 1: Economic Globalization - China advocates for inclusive and beneficial economic globalization and opposes unilateralism, protectionism, and discriminatory measures [1] - The Ministry stresses the need to protect China's legitimate rights and interests based on actual circumstances [1] Group 2: China-Mexico Relations - Both China and Mexico are significant global southern countries, and their economic cooperation is characterized by mutual benefit and win-win outcomes [1] - China places high importance on the development of China-Mexico relations and hopes for Mexico to work together to maintain a favorable international economic environment [1]

Core Viewpoint - The Chinese government firmly opposes the notion of "overcapacity" in China, arguing that it misrepresents objective facts and economic laws, and serves as a pretext for protectionism aimed at hindering China's high-quality development [1] Group 1 - The U.S. Democratic Party has requested the Trump administration to pressure China regarding its overcapacity issues, suggesting that any bilateral trade agreement should include binding requirements [1] - The Chinese spokesperson, Lin Jian, emphasized that the narrative of "Chinese overcapacity" is misleading and contradicts economic realities [1] - The underlying intention of such claims is perceived as an attempt to restrict China's economic growth and development [1]

9月15日，外交部发言人林剑主持例行记者会。有记者提问，墨西哥总统克上周表示，本周将与中国进 行会谈，讨论对中国商品征收最高达50%关税的事情，外交部是否有关于会谈的最新信息？ 林剑表示，中方始终倡导普惠包容的经济全球化，反对各种形式的单边主义、保护主义以及歧视性、排 他性措施，坚决反对在他人胁迫下，以各种名目对华设限，损害中方的正当权益。中方将根据实际情况 坚决维护自身权益。 中墨两国都是重要的全球南方国家，互利共赢是中墨经贸合作的本质特征。中方高度重视中墨关系发 展，希望墨方相向而行，共同维护良好的国际经贸环境。 （文章来源：央视新闻） ...

9月15日，外交部发言人林剑主持例行记者会。路透社记者提问，美国民主党已要求特朗普政府向中国 施压，要求中方控制产能过剩的情况，并表示任何双边贸易协议都应包含具有约束力的要求。中国对此 有何回应？ 智通财经记者 杨文钦 朱郑勇 林剑表示，炒作所谓"中国产能过剩"，背离客观事实和经济规律，是为保护主义提供借口，真实目的是 遏制中国的高质量发展。我们对此坚决反对。 责任编辑：刘万里 SF014 ...

中化新网讯 9月9日，道达尔能源石化贸易主管Ganesh Gopalakrishnan在新加坡举行的亚太石油及化工大 会期间接受路透社采访时表示："如果美国关税持续下去，石化贸易将在过去5年34%的降幅基础上再下 降15%。" 他坦承，美国关税将给本已不堪重负的石化行业带来进一步压力。他表示，那些没有自有资产的石化贸 易公司的生存将更加艰难。 同日，印度石化生产商Haldia Petrochemicals执行副总裁兼首席市场官Sanjiv Vasudeva在会议上表示，美 国关税还助长了保护主义。他表示，产能过剩和市场波动加剧使得制定短期投资规划更加困难。马来西 亚国家石油化工集团首席商务官Bahrin Asmawi表示，关税正在推动一些国家的产品涌入他们的传统市 场。 ...

Core Viewpoint - The U.S. Department of Commerce has added two Chinese semiconductor equipment companies to the Entity List, accusing them of providing regulated chip manufacturing equipment to SMIC, which is seen as a move to strengthen export controls on Chinese chips, potentially impacting the global semiconductor supply chain [1][3]. Group 1: Companies Involved - The two companies added to the Entity List are GMC Semiconductor Technology (Wuxi) Co., Ltd. and Jicun Semiconductor Technology (Shanghai) Co., Ltd., which are accused of violating export control regulations by supplying equipment to SMIC [2][4]. - These companies focus on the research and manufacturing of front-end semiconductor equipment, including etching and thin film deposition equipment [3]. Group 2: Impact of U.S. Measures - The U.S. claims that these companies provided equipment that can be used for advanced chip processes, and as a result, U.S. companies are now prohibited from exporting related technologies and products to them [3]. - The Chinese semiconductor industry association has condemned the U.S. actions as unilateralism and protectionism, asserting that they will defend the legitimate rights of Chinese enterprises [4]. - In 2023, the Chinese semiconductor equipment market reached a scale of $30 billion, with domestic equipment market share increasing to 20%, indicating progress in technology fields such as etching, cleaning, and thin film deposition [4].

新华社北京9月13日电 商务部13日发布公告，决定自2025年9月13日起对原产于美国的进口相关模拟芯 片进行反倾销立案调查。 （原标题：商务部出手！事关模拟芯片反倾销立案调查、集成电路反歧视立案调查） 根据上述审查结果，依据《中华人民共和国反倾销条例》第十六条的规定，商务部决定自2025年9月13 日起对原产于美国的进口相关模拟芯片进行反倾销立案调查。本次调查通常应在2026年9月13日前结 束，特殊情况下可延长6个月。 发言人说，本次调查将坚持公正、公平、公开的原则开展，欢迎包括中国国内产业、企业在内受美方措 施影响的各利害关系方积极参与调查。中方将采取一切必要措施捍卫中国企业的正当权益。 公告称，商务部获得初步证据和信息显示，美国对华集成电路领域相关措施（以下称被调查措施）符合 《中华人民共和国对外贸易法》第七条规定的在贸易方面对中华人民共和国采取歧视性的禁止、限制或 者其他类似措施的情形。依据《中华人民共和国对外贸易法》第三十六条、第三十七条规定，商务部决 定自2025年9月13日起就美国被调查措施启动反歧视调查。 商务部新闻发言人当天表示，近年来，美国在集成电路领域对华采取一系列禁止和限制措施，包括 ...

Core Viewpoint - The China Communications Industry Association supports the Ministry of Commerce's investigation into anti-dumping measures against U.S. imported semiconductor products, emphasizing the need for a fair and open market environment in the information and communication industry [1] Group 1 - The Ministry of Commerce of the People's Republic of China announced an anti-dumping investigation on September 13, 2025, targeting imported related analog chips from the U.S. [1] - The China Communications Industry Association firmly supports the government's necessary actions to protect the legitimate rights and interests of the Chinese information and communication industry and its enterprises [1] - The association calls for global industry collaboration to oppose protectionism and unilateral sanctions, advocating for sustainable and mutually beneficial development through technological innovation and international cooperation [1] Group 2 - The China Communications Industry Association will continue to support its member companies in increasing R&D investment, deepening global cooperation, and enhancing core competitiveness [1] - The goal is to promote the construction of a secure, stable, and efficient global semiconductor and information communication industry chain ecosystem [1]

浏览近半个月国际媒体报道，"全球治理倡议"是一大热词。根据大数据分析，自9月1日中国国家主席习近平在上合组织天津峰会上提出这一倡议以来，该词 条的全球搜索热度在次日即达到峰值，之后持续保持高关注度。连日来，从上合组织天津峰会，到纪念中国人民抗日战争暨世界反法西斯战争胜利80周年活 动，再到金砖国家领导人线上峰会，多国领导人纷纷对全球治理倡议给予支持与赞同，表示乐见中方为完善全球治理体系作出更大贡献。 这样的全球热度背后，原因是什么？不妨从时、势、人三个维度去观察。 第一个维度：正当其时。 全球治理是否管用，关键在于能否解决实际问题。全球治理倡议，针对的是时弊，解决的是真问题。 当前，百年变局加速演进。个别国家推行霸权主义、保护主义，严重冲击二战后伴随联合国成立而形成的国际治理秩序。与此同时，全球南方整体崛起，但 在现行国际治理机制中的代表性严重不足。此外，气候变化、数字鸿沟、人工智能、外空治理等新旧全球性挑战相互叠加，迫切需要国际社会共同创建行之 有效的治理机制。 从全球治理倡议的核心理念看，无不体现了问题导向。比如，将"奉行主权平等"作为首要前提，强调各国无论大小、强弱、贫富，都享有平等参与国际事务 的权利 ...