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外汇交易员· 2025-12-08 01:39
马克龙在结束中国访问后告诉 《回声报》,他在访问期间曾敦促,如果中国不采取行动缩减与欧盟不断扩大的贸易顺差,恐将面临关税。“我告诉他们,如果他们不采取行动,我们欧洲人将被迫在未来几个月采取强有力的措施。”“此类措施可以效仿美国采取的措施,例如对中国产品征收关税”。 https://t.co/6ZOXhR4oyA ...
韩国11月出口610.4亿美元同比增长8.4%
Shang Wu Bu Wang Zhan· 2025-12-04 16:25
从主要出口产品来看,半导体出口达172.6亿美元,同比增长38.6%,刷新纪录;汽车虽然受美国关 税影响,但也以164.1亿美元,同比增长13.7%。 从主要出口国来看,对美出口受关税影响达到103.5亿美元,同比小幅减少0.2%。对华出口得益于 半导体、石油化学等主力产品出口增长,金额达到120.7亿美元,同比增长6.9%。 (原标题:韩国11月出口610.4亿美元同比增长8.4%) 据韩联社12月01日报道,韩国11月出口610.4亿美元,同比增长8.4%,是历年11月的最高值。自今 年6月起,韩单月出口额连续6个月刷新纪录,持续出口增长趋势。 韩国11月进口513亿美元,同比增长1.2%。至此韩国11月贸易收支实现97.3亿美元的顺差。 ...
人民币:2026 年走势之争 _ 高盛新兴市场策略 --- RMB_ The debate for 2026 _ GS EM Marketstrats
Goldman Sachs· 2025-12-04 15:36
RMB: The debate for 2026 | GS EM Marketstrats ⼈⺠币:2026 年⾛势之争 | ⾼盛新兴市场策略 Given recent RMB appreciation to 7.05 area, there is rising debate on RMB outlook in 2026, and market is split: 1) Some think CNH appreciation will accelerate, on further US-China rate differential narrowing, China's large CA surplus + cheap REER, as well as eased trade uncertainty. 2) Some think RMB will continue this year's appreciation speed, which is not much faster than carry. 3) Others think CNH can serve as funder given weak dome ...
喀麦隆凭借可可豆在与荷兰、马来西亚和印度尼西亚的贸易中呈现顺差
Shang Wu Bu Wang Zhan· 2025-12-02 17:14
"投资喀麦隆"网站11月24日报道,在2024年喀麦隆经济竞争力报告中提及的十个主要国家——意大 利、荷兰、孟加拉国、乍得、西班牙、越南、马来西亚、中非共和国、印度尼西亚和加蓬中,有三个国 家尤为突出,成为喀麦隆可可豆的主要进口国。它们分别是荷兰、马来西亚和印度尼西亚。对上述报告 数据的分析揭示了可可及其制品的销售在喀麦隆与这三个国家的贸易顺差中所占的重要地位。举例来 说,可可及其制品占印度尼西亚从喀麦隆进口总额的84%,在荷兰的这一比例为72%,在马来西亚为 68%。 (原标题:喀麦隆凭借可可豆在与荷兰、马来西亚和印度尼西亚的贸易中呈现顺差) ...
郑后成:2026年我国外汇储备大概率在3.3万亿美元的基础上稳步上行
Sou Hu Cai Jing· 2025-11-26 05:43
Core Viewpoint - China's foreign exchange reserves reached $3.34 trillion in October, marking an increase of $4.685 billion from the previous value, remaining above $3.3 trillion for three consecutive months and above $3.2 trillion for 24 months, the highest level since December 2015 [1] Group 1: Foreign Exchange Reserves Overview - Foreign exchange reserves are crucial for international payments and are held by central banks and government institutions, enhancing the ability to repay short-term foreign debts and maintain economic security [1] - The sources of China's foreign exchange reserves include trade surplus, foreign direct investment (FDI), and capital flows from international investors purchasing Chinese financial assets [2] Group 2: Trade Surplus and FDI - China's trade surplus is expected to continue expanding, driven by the relative strength of global and domestic economies, with projections indicating a record high by 2026 [3] - FDI is influenced by the profitability of industrial enterprises in China, with historical trends showing that FDI growth aligns with the performance of industrial profits [3] Group 3: Capital Flows and PPI - The growth of industrial profits positively impacts the A-share market, attracting overseas financial capital, while the Producer Price Index (PPI) has shown signs of recovery, which is expected to support industrial profit growth and further attract capital inflows [3] Group 4: Valuation and Relative Value Changes - As of Q2 2025, the composition of global foreign exchange reserves shows that the U.S. dollar accounts for 56.33%, with China's reserves primarily in U.S. dollar assets, particularly U.S. Treasury bonds [4] - The 10-year U.S. Treasury yield is anticipated to decline, which would increase the value of U.S. bonds and positively impact China's foreign exchange reserves [5] Group 5: Dollar Index and Economic Indicators - The U.S. dollar index is expected to decline in 2026, which would raise the dollar value of non-dollar assets and positively influence China's trade surplus and capital inflows [6][7] - The relationship between the dollar index and U.S. Treasury yields indicates that a decline in yields will likely lead to a decrease in the dollar index, further supporting China's foreign exchange reserves [7] Group 6: Future Projections and Implications - By 2026, China's foreign exchange reserves are projected to steadily increase from the current $3.3 trillion, supported by both absolute scale and relative value changes [8] - This increase will enhance China's ability to repay short-term foreign debts and stabilize the renminbi exchange rate, contributing to financial stability in the A-share market [8]
新华鲜报·规划建议新看点|进出口平衡发展:“双轮”并进壮贸易强国“筋骨”
Xin Hua She· 2025-11-23 14:38
对外贸易向来是拉动经济增长的"三驾马车"之一,出口和进口则像车之双轮。强调"双轮"并进,有何深 意? 2024年,我国货物贸易进出口总额突破43万亿元大关。其中,出口规模达到25.45万亿元,连续8年保持 增长,进口18.39万亿元。超7万亿元的贸易顺差广受关注。 何为贸易顺差?简而言之,就是出口额超过进口额。 海关总署相关负责人表示,中国不追求贸易顺差,具体的出口、进口规模和贸易差额是国际供需关系、 产业分工、市场竞争等综合因素的结果。 "贸易不平衡问题属于全球共同面临的挑战。这背后既有经济规律的客观存在,也与各国比较优势、宏 观经济等因素密切相关。"国务院发展研究中心对外经济研究部副研究员陈红娜说。 陈红娜表示,立足我国自身发展需要,强调"进出口平衡发展",就是为了以进口带动国内消费升级和产 业转型,并与贸易伙伴分享发展机遇,从而缓解贸易不平衡矛盾,增强应对主动性。 "十五五"期间,"进出口平衡发展"如何发力? 新华财经北京11月23日电(记者邹多为)"十五五"规划建议在部署扩大高水平对外开放时,明确提 出"推动进出口平衡发展"。这不仅是我国对贸易顺差持续较快增长现实的针对性回应,更释放出促进外 贸提质增 ...
新华鲜报·规划建议新看点丨进出口平衡发展:“双轮”并进壮贸易强国“筋骨”
Xin Hua Wang· 2025-11-23 09:52
新华社北京11月23日电(记者邹多为)"十五五"规划建议在部署扩大高水平对外开放时,明确提出"推动进出口平衡发展"。这不仅是我国对 贸易顺差持续较快增长现实的针对性回应,更释放出促进外贸提质增效、壮实贸易强国建设"筋骨"的积极信号。 这是2025年9月16日拍摄的江苏太仓港集装箱堆场(无人机照片)。新华社记者 郭洁宇 摄 对外贸易向来是拉动经济增长的"三驾马车"之一,出口和进口则像车之双轮。强调"双轮"并进,有何深意? 2024年,我国货物贸易进出口总额突破43万亿元大关。其中,出口规模达到25.45万亿元,连续8年保持增长,进口18.39万亿元。超7万亿元的 贸易顺差广受关注。 何为贸易顺差?简而言之,就是出口额超过进口额。 海关总署相关负责人表示,中国不追求贸易顺差,具体的出口、进口规模和贸易差额是国际供需关系、产业分工、市场竞争等综合因素的结 果。 "贸易不平衡问题属于全球共同面临的挑战。这背后既有经济规律的客观存在,也与各国比较优势、宏观经济等因素密切相关。"国务院发展 研究中心对外经济研究部副研究员陈红娜说。 "十五五"期间,"进出口平衡发展"如何发力? 在业内人士看来,应在推进高水平对外开放进程中 ...
瑞士10月贸易顺差43.19亿瑞郎,前值为顺差40.73亿瑞郎
Mei Ri Jing Ji Xin Wen· 2025-11-20 07:14
每经AI快讯,11月20日消息,瑞士10月贸易顺差43.19亿瑞郎,前值为顺差40.73亿瑞郎。 ...
欧元区9月贸易顺差194亿欧元 化工行业表现强劲
Shang Wu Bu Wang Zhan· 2025-11-19 04:43
欧盟统计局公布的最新数据显示,2025年9月欧元区货物贸易顺差达194亿欧元,较去年同期129亿欧元 显著增长。同期欧盟贸易顺差为163亿欧元,同比也实现大幅提升。贸易改善主要得益于化工行业的强 劲表现。9月份欧元区化学品贸易顺差跃升至291亿欧元,成为推动整体顺差增长的关键因素。欧盟层面 同样受益于化工产品出口,该领域顺差增至269亿欧元。 (原标题:欧元区9月贸易顺差194亿欧元 化工行业表现强劲) ...
【环球财经】欧盟统计局:9月份欧元区和欧盟货物贸易顺差均显著增长
Xin Hua Cai Jing· 2025-11-14 12:06
Core Insights - The significant increase in trade surplus for both the Eurozone and the EU in September 2025 is primarily driven by strong growth in chemical products exports [1][2] Group 1: Trade Surplus Data - In September 2025, the Eurozone's trade surplus reached €19.4 billion, up from €12.9 billion in the same month of 2024 [1] - The EU's trade surplus for September 2025 was €16.3 billion, compared to €9.5 billion in September 2024 [1] - Eurozone exports in September 2025 amounted to €256.6 billion, a year-on-year increase of 7.7%, while imports were €237.1 billion, up 5.3% [1] - EU exports for the same month totaled €228.2 billion, reflecting a 6.9% increase, with imports at €211.9 billion, a 3.8% rise [1] Group 2: Chemical Products Performance - The strong performance in the "chemicals and related products" sector significantly contributed to the trade surplus, with the EU's trade surplus in this category reaching €26.9 billion in September 2025, up from €20.1 billion in the same month of 2024 [1] - The Eurozone's surplus in the chemical sector also saw a substantial increase from €22.3 billion to €29.1 billion year-on-year [1] Group 3: Cumulative Trade Data - For the period from January to September 2025, the Eurozone's cumulative trade surplus was €128.7 billion, slightly lower than €134.3 billion in the same period of 2024 [2] - The EU's cumulative trade surplus for the same timeframe was €104.3 billion, down from €113.0 billion in 2024 [2] Group 4: Trade with Major Partners - In September 2025, the EU recorded a trade surplus of €22.2 billion with the United States and €16.1 billion with the United Kingdom [2] - Conversely, the EU faced a trade deficit of €33.1 billion with China during the same month [2]