中国商务部新闻发言人何咏前1月22日在例行新闻发布会上表示，中方将密切关注欧方相关动向，一旦 欧方对中国企业采取歧视性举措，中方必将坚决采取措施，坚定维护中国企业的合法权益。 何咏前说，欧盟发布相关文件，强制要求成员国在能源、交通、ICT服务管理等18个关键行业排除所 谓"高风险供应商"。中方对此表示严重关切。 "中国企业长期在欧洲依法合规经营，为欧洲民众提供了优质的产品和服务，有力促进了欧洲电信和数 字产业发展。然而，欧盟却在毫无事实依据的情况下，将部分中国企业列为高风险供应商，限制中国企 业参与5G建设。我们坚决反对欧方对中国企业的歧视行为和将经贸问题政治化、泛安全化的错误做 法。" 中新网北京1月22日电欧盟委员会20日提出一项新的《网络安全法案》修订草案，拟在关键基础设施中 逐步停用高风险供应商的组件和设备，此举被普遍视为针对中国公司。 郭嘉昆说，欧盟委员会罔顾中国企业提供安全、优质产品的基本事实，罔顾中欧在数字网络领域良好的 合作基础和潜力，以安全为由大搞政治操弄，不仅严重阻碍欧盟自身技术进步和经济发展，还将严重损 害欧盟市场开放形象，严重影响各国企业赴欧投资信心。我们敦促欧盟避免在保护主义的错误道 ...

Core Viewpoint - The European Union (EU) has mandated its member states to exclude "high-risk suppliers" in 18 critical industries, raising serious concerns from China regarding discrimination against Chinese companies and the politicization of economic issues [1][5]. Group 1: EU's New Regulations - The EU Commission announced a draft revision of the EU Cybersecurity Law on January 20, which aims to phase out components and equipment from "high-risk suppliers" in key sectors such as 5G communication, semiconductors, power systems, autonomous driving, and medical devices [1][5]. - The new measures will apply to 18 identified critical industries, including detection equipment, connected and autonomous vehicles, power supply and storage systems, water supply systems, drones, cloud services, medical devices, surveillance equipment, aerospace services, and semiconductors [1][5]. Group 2: China's Response - Chinese officials expressed serious concerns over the EU's actions, emphasizing that Chinese companies have operated in Europe in compliance with laws and have contributed positively to the development of the European telecommunications and digital industries [1][5]. - The Chinese Ministry of Foreign Affairs urged the EU to avoid further protectionist measures, warning that such actions could hinder technological progress and economic development within the EU, as well as damage the EU's image of market openness and investor confidence [4][8]. - The EU Chamber of Commerce in China also voiced strong opposition to the EU's proposed measures, highlighting the potential negative impact on business relations [4][8].

Core Viewpoint - The European Commission has proposed a new cybersecurity policy package aimed at eliminating components and equipment from "high-risk" countries in critical infrastructure sectors, which is perceived as a politically motivated move to exclude Chinese companies from the European telecommunications market [1][2]. Group 1: Policy Implications - The new measures will apply to 18 "critical areas," including telecommunications, power supply, water systems, and medical devices, with a mandatory phase-out period of 36 months for mobile operators to eliminate components from the "high-risk supplier" list [2]. - The proposal follows a history of restrictions on "high-risk suppliers," with the EU previously implementing a 5G security "toolbox" in 2020 and the U.S. banning new telecommunications equipment from Chinese companies in 2022 [3]. Group 2: Economic Impact - The Chinese government has expressed serious concerns, stating that such actions violate market principles and fair competition rules, and could lead to significant economic costs for the EU, hindering local digital network industry development [1][2]. - The Chinese government emphasizes that the removal of Chinese telecommunications equipment has already resulted in substantial economic losses for certain countries [1].

Core Viewpoint - The European Union's proposed amendments to the Cybersecurity Act aim to phase out "high-risk suppliers" in critical sectors, which may significantly impact Chinese tech companies like Huawei and ZTE [1][3]. Industry Impact - The revised measures will apply to 18 critical sectors, including telecommunications, cloud services, medical devices, and more, with a 36-month timeline for mobile operators to phase out key components from high-risk suppliers [5][7]. - The proposal is expected to impose substantial costs on the telecommunications industry, with potential replacement and regulatory costs reaching billions of euros [7]. - The EU's move reflects a broader trend of increasing scrutiny on Chinese technology, as seen in Germany's recent decisions regarding 6G networks and the U.S. ban on Huawei and ZTE equipment [6]. Company Reactions - Chinese companies, including Huawei, have expressed serious concerns over the EU's proposed measures, arguing that they violate market principles and fair competition rules [4][8]. - Huawei has stated that the legislative proposal contradicts fundamental legal principles of the EU and its obligations under the World Trade Organization framework [8][9]. - The company plans to closely monitor the legislative process and reserves the right to take measures to protect its legal rights [9].

来源：中国新闻网 编辑：张澍楠 广告等商务合作，请点击这里 中方：敦促欧盟避免在保护主义错误道路上越走越远 中新网北京1月21日电(记者 邢翀 李京泽)中国外交部发言人郭嘉昆21日主持例行记者会。 有记者提问：据报道，欧盟委员会于1月20日提出一揽子新的网络安全政策方案，拟在既有5G网络安 全"工具箱"基础上，推动对欧洲移动通信网络中来自高风险第三国供应链强制"去风险"。有评论认为， 所谓"高风险供应商"概念具有明显政治色彩，意在以安全因素为由将中国企业彻底排除出欧洲移动通信 网络。中方对此有何评论？ 郭嘉昆：中方注意到有关报道，对此表示严重关切。我要首先强调的是，中国企业长期在欧洲依法合规 经营，从未危害欧洲国家安全，而是有力促进了欧洲电信和数字产业发展，为欧洲民众提供了优质的产 品和服务。 在没有任何事实证据的情况下，使用非技术性标准，强行限制甚至禁止企业参与市场，严重违反市场原 则和公平竞争规则，是将正常的合作政治化、泛安全化的典型表现，是赤裸裸的保护主义。肆意干预市 场、违背经济规律的行为非但无法获得所谓"安全"，还会付出巨大成本。事实已经证明，个别国家强行 移除中国电信企业优质、安全的设备，造成巨额 ...

1月21日，外交部发言人郭嘉昆主持例行记者会。 有记者问：据报道，欧盟委员会于1月20日提出一揽子新的网络安全政策方案，拟在既有5G网络安 全"工具箱"基础上，推动对欧洲移动通信网络中来自高风险第三国供应链强制"去风险"。有评论认为， 所谓"高风险供应商"概念具有明显政治色彩，意在以安全因素为由将中国企业彻底排除出欧洲移动通信 网络。中方对此有何评论? 我们敦促欧盟避免在保护主义的错误道路上越走越远，否则中方必将采取必要措施，坚决维护中国企业 合法权益。 对此，郭嘉昆表示，中方注意到有关报道对此表示严重关切。中国企业长期在欧洲依法合规经营，从未 危害欧洲国家安全，而是有力促进了欧洲电信和数字产业发展，为欧洲民众提供了优质的产品和服务。 （文章来源：央视新闻客户端） 在没有任何事实证据的情况下，使用非技术性标准强行限制，甚至禁止企业参与市场，严重违反市场原 则和公平竞争规则，是将正常的合作政治化泛安全化的典型表现，是赤裸裸的保护主义，肆意干预市场 违背经济规律的行为，非但无法获得所谓安全，还会付出巨大成本。事实已经证明，个别国家强行移除 中国电信企业优质安全的设备，造成巨额经济损失，严重阻碍当地数字网络产业的发 ...

近期多家国际经济机构发布报告显示，全球经济在贸易紧张与政策不确定性的复杂环境中展现出超出预 期的韧性，但保护主义升级、地缘政治紧张等因素仍构成显著下行压力。 全球经济复苏还面临发展不均衡的挑战。世行首席经济学家英德米特·吉尔表示，2025年全球人均GDP 较疫情前增长10%，但约四分之一的发展中经济体人均收入仍低于2019年水平，高低收入经济体生活水 平两极分化加剧。未来10年发展中经济体将有12亿年轻人步入劳动年龄，就业压力突出，若增长水平不 足，将难以有效减少极端贫困。 以人工智能为代表的技术革命正成为新增长动能，同时也存在不确定性。世行认为人工智能将显著提升 全球全要素生产率，IMF预测2025至2030年人工智能每年将推动全球经济增长约0.5%。但彼得森国际经 济研究所指出，人工智能利好的兑现仍存在不确定性，需加强国际合作推动技术红利转化。 针对当前挑战，世行和IMF呼吁各国政府调整政策，加大对科技和教育的投资，共促全球经济可持续发 展。联合国也呼吁各国加强全球协调与集体行动，重申对开放、基于规则的多边贸易体系的承诺，破解 多重紧张局势，助力发展中经济体摆脱困境。 中国在全球经济中的角色受到广泛关注。 ...

Core Insights - The International Monetary Fund (IMF) has slightly raised its global economic growth forecast for this year to 3.3%, up from the previous prediction of 3.1% made in October last year [1] - The IMF warns that concerns over an artificial intelligence (AI) bubble, along with trade and geopolitical tensions, remain risks to the global economy [1] Economic Growth Projections - Following the World Bank, the IMF has also upgraded its global economic outlook, with a more optimistic forecast compared to the World Bank's prediction of 2.6% growth for this year [3] - In the United States, supported by fiscal policy and lower policy rates, the IMF predicts a growth rate of 2.4% in 2026, an increase from the previous forecast of 2.1% [3] - The IMF expects the Eurozone growth rate to be 1.3% this year [3] Risks and Vulnerabilities - The IMF highlights that while global growth has shown remarkable resilience amid trade disruptions, there are underlying vulnerabilities associated with high investment concentration in the technology sector [2] - The potential for a "sudden" market downturn exists if the anticipated productivity gains from new technologies, such as AI, do not materialize, which could weaken household wealth [1] - The IMF notes that the impacts of tariffs and uncertainty are expected to diminish this year and next, but new trade disputes may arise, leading to potential declines in corporate profit margins and persistent price pressures [2]

Group 1 - The core viewpoint of the report indicates a strong upward trend in precious metal prices, particularly gold and silver, over the past two weeks [1][2] - London spot gold increased by 5.93% to $4611.05 per ounce, while the Shanghai Futures Exchange (SHFE) gold rose by 5.60% to ¥1032.32 per gram, with SHFE gold holdings up by 10.39% to 347,100 contracts [1][2] - London spot silver surged by 22.35% to $90.80 per ounce, and SHFE silver climbed by 31.68% to ¥22,483 per kilogram, with SHFE silver holdings increasing by 12.21% to 719,100 contracts [1][2] Group 2 - The recent rise in gold and silver prices is attributed to several factors, including weaker-than-expected U.S. non-farm payroll growth and a stable unemployment rate [3] - The CME's adjustment of margin requirements for precious metal contracts, shifting from fixed amounts to a percentage of contract value, may lead to increased market volatility and liquidity tightening [3] - Geopolitical tensions, such as U.S. military actions in Venezuela, are expected to provide strong momentum for gold prices in the medium term [4] Group 3 - Long-term trends suggest that the combination of "rate cut trades" and "Trump 2.0" will continue to support gold prices, with central bank purchases providing a strong bottom support [5] - The People's Bank of China has increased its gold reserves for 14 consecutive months, reaching 74.15 million ounces by the end of December 2025, indicating a bullish trend for gold [5] - The report maintains a "positive" rating for the precious metals sector and recommends a focus on specific stocks, including Zijin Mining International, Chifeng Jilong Gold Mining, and others [6]

Core Viewpoint - The precious metals sector, particularly gold and silver, has experienced significant price increases, driven by various economic factors and geopolitical events [1][2][4]. Group 1: Precious Metals Price Movements - London spot gold rose by 5.93% to $4,611.05 per ounce, while the Shanghai Futures Exchange gold increased by 5.60% to ¥1,032.32 per gram, with holdings up by 10.39% to 347,100 contracts [1]. - London spot silver surged by 22.35% to $90.80 per ounce, and the Shanghai Futures Exchange silver climbed by 31.68% to ¥22,483 per kilogram, with holdings increasing by 12.21% to 719,100 contracts [1]. - Other precious metals also saw gains, with London spot palladium up by 6.95% to $1,755 per ounce and platinum up by 7.93% to $2,301 per ounce [1]. Group 2: Economic Indicators Impacting Precious Metals - The U.S. non-farm payrolls added 50,000 jobs in December, below the expected 60,000, with an unemployment rate of 4.4%, slightly better than the anticipated 4.5% [1]. - The annual increase in non-farm employment for 2025 was 584,000, significantly lower than the 2 million increase in 2024, marking the weakest growth since 2010-2019, excluding pandemic years [1]. Group 3: Market Dynamics and Future Outlook - The CME has adjusted the margin requirements for precious metals contracts, which may lead to increased market volatility and liquidity pressures [2]. - Geopolitical tensions, such as the U.S. military actions in Venezuela, could further influence market dynamics and investor sentiment towards precious metals [2]. - The "Trump 2.0" and "rate cut trade" themes are expected to provide strong momentum for gold prices in the medium term, with key upcoming economic indicators to watch [3][4]. - Central banks are expected to continue increasing gold reserves, with China's reserves reaching 74.15 million ounces by the end of December 2025, reflecting a strategic shift towards gold accumulation [4].