各位部长对美国这些贸易政策对该地区可能产生的影响表示共同担忧，并 同意支持4月10日发表的东盟联合经济部长声明，该声明重申了东盟的团结和 致力于将自己定位为美国"全面战略伙伴"的承诺。 （原标题：泰国与马来西亚加强东盟战略贸易合作） 据曼谷邮报4月29日消息，在美国政策转变的背景下，泰国和马来西亚加 强了东盟战略贸易合作。 4 月 17 日，商务部长披猜与今年东盟经济部长会议 (AEM) 主席、马来西 亚投资、贸易及工业部长东姑拿督斯里扎夫鲁阿卜杜勒阿齐兹举行了双边会 谈。两国领导人就泰马关系以及更广泛的区域合作交换了战略观点，以应对美 国的对等关税措施。 泰国对马来西亚的主要出口产品包括汽车及零部件、精炼石油、电子电 路、计算机及配件、橡胶、化学品和钢铁产品。2025年前两个月，双边贸易额 达41.3亿美元，同比增长5.28%，其中泰国出口额达20.1亿美元，马来西亚进口 额达21.1亿美元。 双方强调建设性对话对于解决贸易冲突的重要性，并重申东盟致力于建立 基于规则的多边贸易体系，同时避免采取报复性贸易行动。 会谈中，披猜提议，东盟外长东姑扎夫鲁应以东盟外长会议主席的身份， 加快组织一次东盟战略会议，以便 ...

产业结构互补、产业分工差异，是上海与东盟进出口持续增长的内生动力。以机电产品为例，2024年， 上海对东盟出口机电产品1626.3亿元，比上一年（2023年）增长15.1%，占上海对东盟出口总值的 63.9%，集成电路、手机、电气控制装置在其中扮演重要角色；反过来，上海又从东盟进口机电产品 1665.5亿元，比上一年（2023年）增长3.7%，占上海自东盟进口总值的50.8%，半导体制造设备、平板 显示模组进口大幅增长。 机电产品是上海与东盟之间"最大宗"的商品类别，已占据进出口总值的六成以上，且进口多于出口，呈 现小幅贸易逆差格局。这说明上海与东盟之间在相关产业领域的分工合作紧密，不断增长的进出口促进 了双方合作共赢。 从区域国别看，越南、新加坡、马来西亚是上海与东盟之间的前三大贸易伙伴。2024年，上海对越南、 新加坡、马来西亚分别实现进出口1325亿元人民币、1195.5亿元、1123.3亿元，比2023年分别增长 17.7%、11.2%、5.1%，合计占上海与东盟进出口总值的62.5%。作为东盟人口大国和重要新兴市场的印 度尼西亚，2024年与上海进出口为823.5亿元，今年（2025年）一季度为22 ...

Core Points - ASEAN and China have been each other's largest trading partners for several years, and they are pushing for the rapid signing and implementation of the ASEAN-China Free Trade Area 3.0 upgrade protocol, which will further enhance mutual cooperation and achieve win-win outcomes [2][3] - The negotiations for the ASEAN-China Free Trade Area 3.0 have made substantial progress, marking a milestone that demonstrates both parties' commitment to maintaining a free trade system and injecting new momentum into regional economic integration [2][3] - In 2024, trade between China and ASEAN reached 6.99 trillion yuan, an increase of 9.0%, accounting for 15.9% of China's total foreign trade [3] Trade and Economic Cooperation - The ASEAN-China Free Trade Area has been continuously upgraded since its establishment in 2010, with the 2.0 version implemented in 2019 after an upgrade agreement in 2015 [3] - ASEAN has remained China's largest trading partner for five consecutive years, while China has maintained its position as ASEAN's top trading partner for 16 years [3] - The 3.0 version of the free trade area emphasizes digital economy, green economy, and supply chain connectivity as key highlights [4] Digital and Green Economy Initiatives - In the digital economy, both parties agreed to enhance connectivity of digital infrastructure and systems such as electronic invoicing and payments, while incorporating high-level personal information protection and digital trade standards [4] - In the green economy, cooperation will focus on green trade, investment, and standards across eight priority areas, promoting sustainable energy and green industry collaboration [4] Sectoral Collaborations - China and ASEAN countries, including Thailand, have engaged in extensive cooperation in e-commerce, photovoltaic power generation, green agriculture, and new energy vehicles [5] - The ASEAN-China Free Trade Area 3.0 will facilitate further collaboration in digital infrastructure and green industry development, positioning both parties at the forefront of global economic innovation [5] Market Potential - With a combined population of over 2 billion, ASEAN and China can create strong development momentum by integrating all aspects from production to sales, enhancing complementary advantages [6]

美国滥施关税打击全球多国贸易和经济。当前，中国和东盟国家正开展全方位的合作，寻求缓解关税压 力的方法。 "由于亚洲各国的生产结构不同，因此美国所谓的'对等关税'可能会对它们造成不同程度的影响。"4月 26日，马来西亚双威大学杰弗里·谢东南亚研究所教授兼所长、杰弗里·萨克斯可持续发展中心高级研究 员Shandre Mugan THANGAVELU在接受21世纪经济报道记者专访时表示，人们往往以为只有商品贸易 才会受到关税的影响，但全球价值链早已将各国联系起来。就在美国滥施关税的同时，世界各国的服务 贸易、物流仓储、运输和港口服务等都遭受破坏，所以像新加坡这样以服务业为基础的国家也会受到影 响。他认为，美国所谓的"对等关税"会对跨领域贸易的国家造成更加严重的影响。 在此背景下，建立中国-东盟共同市场被认为是良方之一。Shandre解释称，共同市场是指没有贸易壁垒 的市场，各个国家都要推动物资、投资、人员的自由流动，目前，中国和东盟正朝着建立共同市场的方 向在努力。 当前，中国和东盟之间不仅有自由贸易协定，还都在《区域全面经济伙伴关系协定》（RCEP）的框架 内。展望未来中国-东盟共同市场的发展方向，Shandre ...

Core Viewpoint - The establishment of a China-ASEAN common market is being explored as a significant opportunity for development amidst changing global geopolitical dynamics, emphasizing the need for deeper economic integration and cooperation between China and ASEAN countries [1][6]. Group 1: Economic Integration and Trade - The China-ASEAN Free Trade Area 3.0 negotiations have substantially concluded, paving the way for a higher level of economic integration beyond traditional free trade agreements [1][6]. - ASEAN countries are encouraged to reduce trade barriers and enhance their economic integration to facilitate the establishment of the common market [1][9]. - Trade between China and ASEAN is primarily goods-based, but there is a growing focus on service trade as a key area for future economic integration [1][9]. Group 2: Regional Economic Cooperation - In response to U.S. unilateralism and tariffs, ASEAN and other Asian countries should deepen their economic integration, leveraging the Regional Comprehensive Economic Partnership (RCEP) [2][4]. - The importance of regional economic cooperation is highlighted, with calls for ASEAN to collaborate with China, Japan, South Korea, Australia, and New Zealand to strengthen regional trade ties [2][4]. Group 3: APEC's Role and Future Prospects - APEC serves as a platform for discussing core economic issues, with China playing a constructive role, especially as it prepares to host APEC in 2026 [5][6]. - The integration of various free trade agreements, including RCEP and the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), is seen as foundational for establishing a future Asia-Pacific Free Trade Area [8]. Group 4: Focus on Emerging Sectors - The upgrade of the China-ASEAN Free Trade Area includes new sectors such as digital economy, green economy, and supply chain connectivity, which align with APEC's goals [6][8]. - There is a strong emphasis on supporting small and medium-sized enterprises (SMEs) in ASEAN to enhance their competitiveness and improve the region's supply chain independence [6][7]. Group 5: Opportunities in Guangdong - Guangdong's infrastructure and development in digital and green economies present significant opportunities for collaboration with ASEAN, particularly in sectors like electric vehicles [10].

近期，美国挥舞关税大棒，对东南亚经济产生了严重冲击。美国政府此举既不道德也难奏效，反而 削弱了美国在亚太地区的信誉。关税大棒不仅无法重振美国本土制造，反而会倒逼东南亚国家重构经济 发展模式。美国政府"异想天开"，最终必将"搬起石头砸自己的脚"。 国际货币基金组织（IMF）22日发布的最新一期《世界经济展望报告》，将2025年全球增长预期下 调0.5个百分点至2.8%，并警告如果美方新关税全面实施将进一步拖累全球经济。IMF首席经济学家皮 埃尔-奥利维尔·古兰夏斯直言："我们正进入一个新纪元，美方关税政策让过去80年的全球经济体系被 重置。" 东南亚国家的出口导向型经济首当其冲。泰国专家庞纳空指出，美国关税将直接导致泰国出口和产 能下滑，进而影响家庭收入和消费，并推高债务在GDP中的占比。印尼学者也预估，印尼对美出口面临 两位数关税将使其GDP增速每年降低约0.5个百分点。星展银行的一份报告称，美国关税政策可能使越 南今年经济增速降低多达2.5个百分点。显然，东南亚国家辛苦维持的经济高速增长将被美国关税重 挫。 美国政府将发展中国家的市场扩容逻辑简单粗暴地嫁接到贸易平衡测算中，这种"华盛顿式数学"完 全忽视了贸 ...

Group 1: Nuclear Power Industry - The State Council approved the construction of 10 nuclear power units, indicating a positive long-term growth outlook for the nuclear power sector in China [2][4][6] - From 2022 to 2025, China has consistently approved at least 10 nuclear power units annually, with a total of 44 units under construction as of April 2025, representing a significant increase in installed capacity [3][4] - Nuclear power is recognized as a clean and stable baseload energy source, with high utilization hours and relatively stable electricity prices, which are expected to drive revenue and profit growth for related companies [4][5][6] Group 2: ASEAN Economic Cooperation - The visit of President Xi Jinping to ASEAN countries marks a significant moment for deepening cooperation in trade, investment, and industry, contributing positively to regional and global economic development [8][9] - China and ASEAN are focusing on high-end manufacturing, mineral resource development, infrastructure cooperation, and agricultural consumption, aiming for mutual benefits and deeper integration of industrial chains [10][9] - The cooperation framework includes enhancing policy coordination, leveraging complementary advantages in technology and market, and improving trade and investment facilitation to stimulate regional growth [10][9] Group 3: Precious Metals Market - Recent signals from the U.S. government regarding easing trade tensions with China have led to a temporary decline in gold prices, but medium-term prospects for gold prices remain bullish due to ongoing geopolitical risks and potential economic downturns in the U.S. [13][15] - Global gold ETF holdings and central bank purchases, particularly from emerging markets, indicate significant room for further accumulation of gold, supporting price increases [15][13] - The copper and aluminum sectors are expected to rebound due to favorable macroeconomic policies and a shift in market sentiment following the easing of trade tensions [15][16] Group 4: Agricultural Sector - He Feng Co. - He Feng Co. reported a significant turnaround in profitability for 2024, with a net profit of 3.42 billion yuan, compared to a loss in the previous year, driven by cost reduction and efficiency improvements [18][19] - The company’s feed business faced challenges with a decline in sales volume and price, but the meat and poultry segments showed resilience and growth potential [19][20] - The company plans to achieve over 10% growth in feed sales in 2025, focusing on strategic transformations across product, channel, and management aspects [19][22] Group 5: Medical Devices - Yuyue Medical - Yuyue Medical's revenue for 2024 decreased by 5.09%, but the company is focusing on strategic investments to accelerate international expansion, particularly in the blood glucose management sector [24][25] - The Continuous Glucose Monitoring (CGM) technology is identified as a key growth driver, with new products expected to significantly increase market penetration [27][29] - The company has made a strategic investment in Inogen to enhance its presence in the U.S. and European markets, indicating a commitment to long-term growth and shareholder returns [28][29]

Core Points - Wang Yi, a member of the Political Bureau of the CPC Central Committee and Foreign Minister, met with Thai Foreign Minister Don Pramudwinai in Rio de Janeiro on April 28, emphasizing the importance of enhancing exchanges at all levels and in various fields between China and Thailand [1] - Both parties agreed to accelerate the construction of the China-Thailand railway and promote the early implementation of the China-Laos-Thailand connectivity development initiative [1] - The two countries will continue to carry out international cooperation on giant pandas to strengthen people-to-people ties [1] - They will leverage their roles as co-chairs of the Lancang-Mekong Cooperation to achieve more results in this framework [1] - There will be a continued focus on strengthening law enforcement and security cooperation between China, Myanmar, and Thailand to effectively combat cross-border crimes such as telecom fraud [1] - The acceleration of the construction of the China-ASEAN Free Trade Area 3.0 will be prioritized, along with a commitment to jointly uphold the multilateral trading system and promote trade liberalization and facilitation [1]

双方表示将密切各层级各领域交往，加快推进中泰铁路建设，推动中老泰联通发展构想早日落地。持续 开展大熊猫国际合作，让两国人民亲上加亲。 新华社里约热内卢4月28日电（记者赵焱 王天聪）当地时间4月28日，中共中央政治局委员、外交部长 王毅在里约热内卢会见泰国外长玛里。 双方将发挥澜湄合作共同主席国作用，推动澜湄合作取得更多成果；继续加强中缅泰执法安全合作，坚 决有力打击电诈等跨境犯罪；加快推进中国－东盟自贸区3.0版建设，共同维护多边贸易体制，促进贸 易自由化便利化。 王毅说，中泰建交50年来，双方尊重各自发展道路，支持彼此核心利益，始终是共同发展振兴的合作伙 伴，也是维护国际关系准则的稳定力量。今年2月，两国领导人就推进中泰命运共同体建设达成新的重 要共识，为双边关系发展指明了方向。中央周边工作会议明确中国将深化同周边国家友好合作，让中国 式现代化成果更多惠及周边。中方始终把发展中泰关系作为周边外交优先方向，愿同泰方一道努力，夯 实"中泰一家亲"传统友谊，深化各领域务实合作，为地区和平稳定注入更多确定性。欢迎泰国成为金砖 伙伴国，中方支持泰方全面参与金砖合作。 玛里表示，泰中友谊历久弥新，两国保持紧密联系，伙 ...

MSCI东盟股价指数抹去自特朗普4月2日关税政策以来的所有跌幅。 ...