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中东资金分层级涌向香港
投资界· 2025-06-17 08:10
以下文章来源于财经杂志 ,作者焦建 财经杂志 . 《财经》杂志官方微信。《财经》杂志由中国证券市场研究中心主办,1998年创刊,秉承"独立、独 家、独到"的新闻理念,以权威性、公正性、专业性报道见长,是政经学界决策者、研究者、管理者的 必读刊物。 资本门户。 作者 | 焦建 编辑 | 苏琦 来源 | 财经杂志 (ID: i-caijing) 6月13日,香港特区政府财政司司长陈茂波正式向外宣称了这一预判。而构成其此番阐述 的背景,则包括地缘政治中"全球南方"作为动力源、科技变革以及绿色转型。以前者为 例,全球南方目前占全球整体GDP(国内生产总值)达到40%左右,对世界经济增长贡 献则达80%左右。 随着南南合作及金融合作网络扩大,互利合作不断增加,"国际投资者以资金和实际行动 对香港资本市场投下了信心的一票",陈茂波称。在这一过程中,以作为"全球南方"重要 力量的中东为例,随着相关资本在亚洲布局加速,中国香港特区也成为关键地区之一。 "中东资本正通过三个层级进入亚洲市场。"在近日参加于中国香港特区举办的瑞银2025 亚太家族办公室峰会期间,易达资本(ewpa rt ne rs)管理合伙人、香港办公室负责人周 ...
社评:拆掉华为基站让巴拿马更安全了吗
Huan Qiu Shi Bao· 2025-06-15 09:21
Group 1 - The core viewpoint of the articles highlights the U.S. decision to replace Huawei's telecom base stations in Panama with $8 million worth of "trusted American technology," framed as a move to counter China's influence in the region [1][2] - The U.S. aid is criticized as a form of technological bullying under the guise of national security, with historical patterns suggesting that such "help" often leads to negative outcomes for the recipient countries [2][3] - The U.S. is facing challenges domestically with its own plans to remove Huawei equipment due to cost overruns, raising questions about the reliability of the technology it promotes abroad [3] Group 2 - China's 5G technology is presented as an inclusive alternative, promoting high-quality, cost-effective solutions that benefit developing countries, contrasting with the U.S. approach [4][5] - The trade relationship between China and Latin America has significantly expanded, with trade volume increasing from $14.84 billion in 2001 to $518.47 billion in 2024, reflecting a strong welcome for Chinese cooperation [4] - China's investments and collaborations in Latin America are framed as supportive rather than confrontational, aiming to assist in modernization through initiatives like the Belt and Road Initiative [5]
推动“全球南方”发展振兴
Jing Ji Ri Bao· 2025-06-13 20:55
Core Viewpoint - The article emphasizes the importance of China-Africa cooperation in promoting modernization and stability in the Global South, highlighting the need for multilateralism amidst rising unilateralism and protectionism [1][3]. Group 1: China-Africa Cooperation - China and Africa, representing a significant portion of the Global South, are crucial for global modernization, with their combined population accounting for about one-third of the world's total [1]. - The outcomes of the Beijing Summit of the Forum on China-Africa Cooperation, including the "six modernizations" and "ten partnership actions," illustrate the commitment to practical cooperation and modernization [1][2]. - Since the Beijing Summit, China has invested over 13.3 billion yuan in Africa, with total financial support exceeding 150 billion yuan [2]. Group 2: Economic Growth and Trade - In the first five months of this year, China-Africa trade reached 963 billion yuan, marking a year-on-year increase of 12.4%, setting a historical record for the same period [2]. - The cooperation between China and Africa is increasingly characterized by high-tech projects in sectors such as automotive, home appliances, modern logistics, digital economy, and clean energy [2]. Group 3: Global Governance and Multilateralism - The article calls for a stronger voice from the Global South in global governance, particularly in response to unilateralism and economic bullying that hinder development [3]. - Leaders from Uganda and Liberia emphasized the need for partnerships based on mutual respect, win-win cooperation, and sustainable development [3]. - China advocates for maintaining a multilateral trading system centered around the United Nations and the World Trade Organization, promoting a more open and inclusive economic globalization [3]. Group 4: Future Prospects - The article expresses hope for continued cooperation between China and Africa through platforms like the Economic and Trade Expo, aiming to stabilize global uncertainties and set a benchmark for friendly and equal relations among Global South countries [4].
多元布局奏效 中国外贸继续增长
Zhong Guo Qing Nian Bao· 2025-06-13 00:54
Core Insights - The article emphasizes the importance of multilateral frameworks and regional cooperation in response to U.S. protectionism and unilateralism, as highlighted by Lin Yifu from Peking University [1] - China's trade data for May shows resilience despite external pressures, with exports to ASEAN, EU, Africa, and Central Asia growing significantly [2][4] - The decline in China's exports to the U.S. by 34.5% in May underscores the need for diversification in trade partnerships [3][4] Trade Performance - In May, China's total exports increased by 6.3% year-on-year, with notable growth rates of 16.9% to ASEAN, 13.7% to the EU, 35.3% to Africa, and 8.8% to Central Asia [1][2] - The World Bank has downgraded global economic growth expectations from 2.7% to 2.3% due to trade barriers and policy uncertainties [2] Structural Changes in Trade - China's trade structure is optimizing, with increasing exports to ASEAN, Africa, and Central Asia, which are seen as new growth points outside traditional markets [4] - The trade relationship between China and the EU is strengthening, with exports to the EU growing faster than overall exports, indicating a high degree of economic complementarity [6] Regional Cooperation - The article discusses the significance of regional cooperation, particularly with ASEAN, as a stabilizing factor for the Asia-Pacific economy and a model for multilateral free trade [4] - The ongoing economic dialogue between China and the UK reflects a renewed focus on cooperation, despite geopolitical tensions [7] Future Opportunities - Companies are encouraged to leverage the benefits of the Regional Comprehensive Economic Partnership (RCEP) to enhance competitiveness and market access [10] - There is a call for continued support for private enterprises in foreign trade, particularly in financing and risk management [11]
在现代化道路上坚定携手同行——习近平主席贺信凝聚起共建新时代全天候中非命运共同体的奋进力量
Xin Hua She· 2025-06-11 16:46
新华社长沙6月11日电 题 :在现代化道路上坚定携手同行—— 习近平 主席贺信凝聚起共建新时代 全天候中非命运共同体的奋进力量 新华社记者 中非合作论坛成果落实协调人部长级会议6月11日在湖南长沙举行,国家主席 习近平 向会议致贺 信。中非各界人士表示, 习近平 主席贺信为中非携手推进现代化、建设新时代全天候中非命运共同体 提供了重要指引,将持续激励中非双方扎实推进中非合作论坛北京峰会成果落实,精心谋划论坛未来发 展,为促进全球南方团结自强、构建人类命运共同体贡献中非力量。 "我将全力以赴、坚定不移同 习近平 主席一道推动非中命运共同体建设取得更大进展,增进双方民 众福祉。"刚果(布)总统萨苏在向会议发来的贺信中表示,中非合作论坛北京峰会召开以来,非中战 略务实合作取得丰硕成果。刚果(布)作为中非合作论坛非方共同主席国,愿同中国和其他 全球南方 国家一道,加强在"一带一路"倡议下合作,共同构建远离单边主义和保护主义的多极世界,开启普惠包 容全球化的新时代。 " 习近平 主席指出,中非合作论坛成立25年来,有力带动中非合作蓬勃发展,成为全球南方团结合 作的典范。这令我们备受鼓舞。"埃及阿拉伯研究中心顾问阿布·贝 ...
王毅会见非洲多国外长
Xin Hua She· 2025-06-10 16:21
新华社长沙6月10日电(记者 朱超、张格)中共中央政治局委员、外交部长 王毅 10日在长沙会见 非洲多国外长。 会见肯尼亚内阁首席部长兼外长穆达瓦迪时, 王毅 说,两国元首确定了新时代中肯命运共同体的 新定位。中方愿同肯方落实好两国元首共识,坚定相互支持,增进彼此信任。明天将举行的中非合作论 坛成果落实协调人会议是中非54个国家的聚会,必将增强 全球南方 国家的团结。 穆达瓦迪表示,肯中关系实现新定位充分彰显了两国的高度互信和合作的广阔前景,也为非中关系 树立了典范。期待进一步深化肯中互利互惠合作,在实现多元化发展进程中继续得到中方支持。 会见塞内加尔外长法勒时, 王毅 说,双方加紧落实两国元首重要共识和峰会成果,推动政治互信 和务实合作迈上更高水平。塞方对华出口大幅增长,充分展现了两国合作的巨大潜力。中方愿继续同非 洲兄弟姐妹分享中国发展新机遇,助力非洲各国实现现代化。 会见纳米比亚外长穆萨维伊时, 王毅 说,中方愿同纳方弘扬相互信任、相互支持、肝胆相照的优 良传统,推动中纳友好在新时代焕发出新的生机活力。双方要加强发展战略对接,推动互利合作提质升 级,助力纳方加快推进工业化进程,更多惠及纳米比亚人民。 穆 ...
环球圆桌对话:中国—拉美文明互鉴的“和合”之道
Huan Qiu Wang· 2025-05-27 23:04
来源:环球时报 编者按:中拉文明都是博大精深的古老文明,在发展道路上同向而行,双方文明互鉴不以山海为远。本 期"环球圆桌对话"邀请参加环球时报"国际媒体总编辑大家谈"活动的多家中外媒体代表,围绕中拉如何 加强文明对话,促进不同文明和谐共处展开交流。 讨论嘉宾: 文明互鉴彰显平等相待价值 白龙:中华文明和拉美文明都是颇具独特性的文明。在近代史上相近的经历,又让双方在独立自主、相 互尊重方面对彼此有着更多的感同身受。中拉两大文明之间的相互借鉴,为全球南方国家乃至全世界不 同文明之间的相互交流与学习打开了新天地。 近年来,中拉文化交流已进入多渠道、多层次的交往"快车道"。文化交流在中拉关系发展中越来越扮演 着重要的角色。目前,中国已与17个拉美和加勒比国家结成了约180对友好城市关系,中拉互派留学生 的频度、数量不断提升。还有中拉国宝的"跨洋对话"等等,都在说明,中拉民心在文明互鉴中走近、走 热。 中拉文明互鉴成为全球南方乃至世界范围对话的典范。为什么拉美国家能够不带包袱、没有顾虑地主动 同中国开展合作?一条宝贵经验是,双边开展的合作是基于尊重、平等、不带任何附加条件的,而且不 针对、不排斥、不危害第三方的利益。中 ...
印巴冲突,为何加深了中印之间的战略裂痕?
Hu Xiu· 2025-05-26 02:34
作为"全球南方"中最大的两个国家,中印既是"全球南方"合作取得成效的最关键因素,也是最不稳定因 素。然而,在明确将中国视为印度崛起进程中"最大外部阻力"的背景下,印度的"全球南方"政策已经出 现"去中国化"的倾向。 与此同时,国际社会日益出现越来越多的"中印两个亚洲大国争夺全球南方"的声音。在此背景下,如何 理解印度"全球南方"政策排斥中国的行为逻辑?中印是否在"全球南方"问题上陷入了代表之争?中印之 争会对"全球南方"产生什么样的影响? 中印与"全球南方"的历史渊源 "全球南方"诞生于二战后的全球非殖民化浪潮,这一国家群体普遍抵制霸权主义和强权政治,其行动能 够跨越区域乃至洲际限制,形成全球范围的多边协调与联动效应,它的发展经历过万隆会议、不结盟运 动和77国集团数轮高潮。冷战结束后,"全球南方"概念一度沉寂,进入21世纪后尤其俄乌冲突爆发后重 新受到关注。作为"全球南方"最大的两个国家,中印与"全球南方"的历史渊源也围绕着几轮高潮展开, 并随着国际形势的变化而起伏。 (一)萌芽期:从20世纪50~60年代到冷战结束 "全球南方"通常是非洲、亚洲、拉丁美洲和加勒比等地区发展中国家的简称,其产生根植于冷战时期 ...
陈积敏:汇聚全球南方力量,走好现代化道路
Huan Qiu Wang· 2025-05-21 23:39
Group 1 - The global South is increasingly playing a vital role in promoting world peace, justice, and cooperation to address global challenges, becoming a key force in the transformation of the international order [1][2] - The modernization of the global South is a significant historical event and a unique achievement in human civilization, emphasizing that modernization does not equate to Westernization [1][2] - China is committed to supporting the modernization of global South countries and aims to deepen relationships with them, recognizing that without the modernization of the global South, there can be no modernization of the world [3][4] Group 2 - China has proposed initiatives for open and inclusive cooperation with the global South, providing development assistance to over 160 countries and collaborating on the Belt and Road Initiative with more than 150 countries and 30 international organizations [4] - The global South faces severe challenges in achieving revitalization, necessitating independent and collaborative efforts to create a favorable international environment for modernization [5][6] - China advocates for a new security concept that emphasizes dialogue and cooperation, aiming to build a security community with the global South and address both traditional and non-traditional security threats [6]
中国银河证券新发展研究院成立全球南方研究中心
news flash· 2025-05-21 07:52
5月21日,中国银河(601881)证券新发展研究院全球南方研究中心正式成立。据了解,全球南方研究 中心将以服务国家战略、搭建协同网络、推动叙事革新为宗旨,致力于为国家对外开放政策提供前瞻性 研判,为全球南方国家搭建政产学研合作桥梁,以全球南方视角推动全球治理体系重构。该中心未来将 侧重中长期问题研究,聚焦"全球南方"国家的经贸合作、产业链融合、金融合作、数字经济协同、可持 续发展等领域,发挥研究力量,赋能公司业务,服务国家战略。(人民财讯) ...