2026.02. 07 本文字数：1390，阅读时长大约2分钟 作者 | 第一财经 缪琦 面对全球严峻复杂的经济形势，上海过去两年的实际使用外资规模未能止跌;抵住关税战压力逆势实现增长的外贸，也仍然面临较大的外部压力。 在7日举行的上海市人民政府主题记者会上，上海市商务委主任申卫华表示，上海历来是外商投资中国的重要目的地也是首选地，外资在全市经济社会 发展中具有重要地位和作用。虽然实到外资数据有所下降，但2025年的降幅已经收缩到了个位数。全市实际使用外资达160.6亿美元的规模，在全国各 省市中排到第二位，总量占全国比重也在上升，达到了15.3%。 同时，上海吸引的外资也显现出较高的质量。"十四五"期间，上海高技术产业实际使用外资占比达到33%，较"十三五"提高了10个百分点。同样体现外 资质量的地区总部数量也在持续上升。截至去年底，上海累计认定跨国公司地区总部、外资研发中心1076家、636家。 申卫华介绍，2025年，上海市新设外资企业达到6300家，新设外资企业家数增长6.8%；合同外资达180亿美元，增长近20%。这充分说明在当前环境 形势下，上海仍是外商投资的首选地，是跨国公司全球产业链和供应链布 ...

Group 1 - Shanghai has maintained a stable and high-quality foreign investment scale, with a target of 6,300 new foreign enterprises established by 2025, representing a year-on-year growth of 6.8% [1] - The city aims to enhance its attractiveness for foreign investment by aligning with international high-level economic and trade rules and expanding institutional openness [1] - Shanghai will support the transformation of foreign investment, focusing on advanced manufacturing, modern services, high-tech, and energy-saving industries [1] Group 2 - Shanghai is set to enhance its international financial center competitiveness by establishing a global RMB asset allocation center and risk management center [2] - The city will promote the upgrade of its international trade center, encouraging the establishment of global supply chain management centers and supporting new trade formats such as cross-border e-commerce [2] - Efforts will be made to deepen and innovate in service trade, digital trade, and offshore trade [2]

人民网上海2月7日电 (记者葛俊俊)2月7日上午，上海市人民政府举行记者会，上海市商务委主任申卫华 出席并回答记者提问。 上海将采取哪些更有针对性的稳外资举措？针对这一提问，申卫华表示，上海历来是外商投资中国的重 要目的地也是首选地，外资在全市经济社会发展中具有重要地位和作用。 近年来，上海利用外资有以下几个特点： 一是规模稳。2025年，全市实际使用外资达到160.6亿美元，总量占全国比重上升，达到了15.3%，规模 在全国各省市中排到第二位。 二是质量优。"十四五"期间上海高技术产业实际使用外资占比达到33%，较"十三五"提高了10个百分 点。同样体现外资质量的地区总部持续上升，截止去年底，累计认定跨国公司地区总部、外资研发中心 1076家、636家。 三是动能足。2025年，全市新设外资企业达到6300家，新设外资企业家数是增长的，增长了6.8%；合 同外资根据统计是180亿美元，增长了近20%，充分说明在当前环境形势下，上海仍是外商投资的首选 地，是跨国公司全球产业链和供应链布局的首选地之一。 申卫华表示，下一步，将全力做好稳外资的各项工作，着力塑造吸引外资新优势，推动外资稳量提质。 一是扩大高水平对 ...

Core Insights - Shanghai has shown resilience in attracting foreign investment despite global economic challenges, with actual foreign investment reaching $16.06 billion, ranking second among Chinese cities and accounting for 15.3% of the national total [1] - The quality of foreign investment in Shanghai is improving, with high-tech industries accounting for 33% of actual foreign investment during the 14th Five-Year Plan, a 10 percentage point increase from the previous plan [1] - The number of regional headquarters and foreign R&D centers in Shanghai has increased, with a total of 1,076 regional headquarters and 636 foreign R&D centers recognized by the end of last year [1] Group 1 - Shanghai aims to stabilize foreign investment by enhancing its business environment and supporting the transformation and upgrading of foreign enterprises [2] - The city plans to align with international trade rules and expand institutional openness, particularly in key sectors such as telecommunications, healthcare, education, and finance [2] - New foreign investment policies will guide investments towards advanced manufacturing, modern services, high-tech, and energy-saving industries [2] Group 2 - Shanghai's foreign trade is projected to exceed 4.5 trillion yuan by 2025, with growth rates in import and export values surpassing national averages [3] - The city will implement new policies to stabilize foreign trade, focusing on maintaining the basic trade framework and boosting confidence among foreign trade enterprises [3] - A new round of foreign investment policies is expected to be launched in the first quarter of this year [3] Group 3 - Shanghai will enhance cross-border trade facilitation by collaborating with customs, foreign exchange, and tax departments to improve processes such as customs clearance and export tax rebates [4] - The city aims to foster new business models in foreign trade, including the development of cross-border e-commerce and optimizing overseas warehouse services [4] - Initiatives will also focus on service trade and digital trade, with plans to establish a national service trade innovation development demonstration zone [4]

2026年2月6日，中国驻美国大使馆举办"温暖迎春·共庆中国年"侨学界专场新春招待会。谢锋大使致辞 表示，2025年对中国来说很不平凡。世界变乱交织，以习近平同志为核心的党中央团结带领全党全国各 族人民迎难而上，推动党和国家各项事业取得新的重大成就，中国式现代化迈出新的坚实步伐。我们一 棒接着一棒跑，一茬接着一茬干，山海寻梦，风雨兼程，勇毅前行，汇聚成国家发展进步的磅礴伟力。 国驻美国大使馆 来源：中 谢锋说，我们锚定新目标，绘就民族复兴新画卷。"十四五"规划圆满收官，中共二十届四中全会擘画中 国未来五年发展的宏伟蓝图。中国经济总量连续跨越新关口，传统优势不断巩固，新质生产力蓬勃生 长。制造业外资准入限制措施实现"清零"，新设外商投资企业超6万家，货物贸易进出口连续9年保持增 长。制度型开放进入新阶段，海南自贸港封关运作，金融服务市场开放持续推进，准入前国民待遇加负 面清单制度不断完善。中外人员往来取得突破性进展，免签"朋友圈"持续扩大，"中国游""中国购""中 式生活"火爆全球。 ...

新修订的《中华人民共和国对外贸易法》将于3月1日起生效执行。其中第六条提出，国家主动对接国际 高标准经济贸易规则，积极参与国际经济贸易规则制定，维护多边贸易体制和公平公正的国际经济贸易 秩序。在当前全球经贸格局和多边贸易体制遭受严重冲击的背景下，我国以立法形式将主动对接国际高 标准经贸规则作为一项长期任务和法治化发展方向固化下来，彰显了我国稳步扩大制度型开放、提升对 外开放水平和维护多边贸易体制的坚定决心。 从国内来看，主动对接国际高标准经贸规则是我国建设贸易强国的必由之路，是我国基于自身发展需要 作出的主动选择。国际高标准经贸规则中关于市场准入、公平竞争、绿色发展、数字经济等规定，与我 国建设高标准市场体系的改革方向高度契合。主动对接这些经贸规则将拓宽我国对外开放的广度和深 度，以开放促改革促发展，符合新时期我国全面深化改革、扩大开放的治国理政方向。 从国际来看，这是降低制度性交易成本、提升规则话语权的必然路径。当前，以《全面与进步跨太平洋 伙伴关系协定》（CPTPP）、《数字经济伙伴关系协定》（DEPA）等文件为代表的高标准国际经贸规 则体系，呈现出自由化水平更高、覆盖范围更广、纪律约束更强的特征，尤其是 ...

Core Viewpoint - The Shanghai government aims to implement high-level reform and opening-up, transitioning from a domestic-international market connector to a strategic hub for global high-standard economic and trade rules [1] Group 1: Strategic Initiatives - Shanghai will leverage the Pudong Leading Area, Free Trade Zone, and Lingang New Area to accelerate alignment with international economic and trade standards [1] - The city is set to become a dual strategic support point for attracting global high-end resources and facilitating the international expansion of Chinese enterprises, brands, and standards [1] Group 2: Global Economic Role - Shanghai is taking on a significant mission to reshape international economic and trade rules, enhancing China's institutional voice in global economic governance [1] - The city aims to establish a comprehensive "global supply chain" hub, ensuring supply chain security while promoting international collaboration [1]

Market Overview - The three major indices in the A-share market adjusted, with trading volume continuing to decrease compared to the previous day [1][7] - The Shanghai Composite Index closed at 4065.58 points, down 0.25%; the Shenzhen Component Index closed at 13906.73 points, down 0.33%; the ChiNext Index closed at 3236.46 points, down 0.73% [10][11] - The market showed structural differentiation, with investors favoring industries with stable performance amid economic uncertainty [1][7] Policy Developments - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly issued a notice on February 5 regarding the "zero tariff" policy for imported goods for residents of Hainan Free Trade Port, allowing residents to purchase imported goods within an annual tax-free quota [2][8] - This policy aims to stimulate local consumption and attract permanent residents, benefiting the local retail and logistics sectors [2][8] - The implementation of this policy serves as a test for China's "inside-outside" special tariff system and may provide insights for nationwide consumption upgrades and trade liberalization [2][8] Digital Services Enhancement - On February 6, the National Immigration Administration, Ministry of Industry and Information Technology, and National Data Bureau issued opinions to enhance digital services for foreign visitors, focusing on facilitating entry documents and optimizing mobile payment services [3][9] - This initiative is expected to improve China's attractiveness to international businesspeople and tourists, benefiting sectors such as cross-border tourism, high-end retail, and international exhibitions [3][9] Trade Data Insights - According to the Ministry of Commerce, China's service trade is projected to grow steadily, with total service trade imports and exports reaching 80,823.1 billion yuan in 2025, a year-on-year increase of 7.4% [3][9] - Service exports are expected to grow by 14.2%, indicating strong international competitiveness in knowledge-intensive sectors [3][9] - The significant reduction in the service trade deficit by 3,439.5 billion yuan compared to the previous year reflects ongoing structural optimization [3][9]

2026上海市政府工作报告中，提升"五个中心"能级被单列为上海市2026年重点任务之一。这表明上海在 国际金融中心建设进入功能深化与能级提升新阶段，突出联动、赋能与制度型开放，尤其是强化金融与 科创、贸易、航运、经济其他四大中心的联动，加大对扩内需、科技、先进制造、绿色发展和中小微企 业支持，这一进程不仅服务于上海自身发展，更是助力打造金融强国、助力参与全球金融治理的重要支 点。 第一财经一财号独家首发，本文仅代表作者观点，不构成任何投资建议。 （本文作者熊园，国盛证券首席经济学家） ...

何亚东表示，"十五五"期间，中国将稳步迈向高质量发展，持续扩大高水平对外开放，并坚定维护多边 贸易体制，加强与各国发展平等互利经贸关系，将为外资企业在华长期发展提供良好预期。 "下一步，我们将深化外商投资促进体制机制改革，持续扩大制度型开放，优化营商环境，加快塑造吸 引外资新优势，让中国大市场成为全球大机遇，让外资企业愿意来、留得住、发展好，成为中国式现代 化的重要参与者。"何亚东说。 此外，何亚东介绍了2月4日举行的"共享大市场·出口中国"2026年首场活动有关情况。他表示，举办"出 口中国"系列活动，是中方积极扩大自主开放、推动全球开放合作的主动作为。 据了解，2026年，商务部将组织超百场形式多样的进口促进活动。在工作中，将强化"出口中国"与"购 在中国"的联动，搭建更多进口商品促消费场景，让优质进口产品和服务"进得来""卖得好"。 对于下一步扩大进口的举措，何亚东表示，将推动"政策+活动"双轮驱动，更好释放中国市场潜力。一 是扩大开放。通过商签共同发展伙伴关系协定，加快落实对53个非洲建交国实施100%税目零关税举 措。推动商签或升级自贸协定，有序扩大市场准入。二是政策赋能。研究出台专项政策，进一步提 ...