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]

资金面上看，今日兵装重组概念板块获主力资金净流入1.52亿元，其中，5股获主力资金净流入，净流 入资金居首的是中光学，今日主力资金净流入6314.85万元，净流入资金居前的还有建设工业、长安汽 车、长城军工等，主力资金分别净流入4554.97万元、3210.61万元、1135.04万元。 截至4月30日收盘，兵装重组概念上涨3.43%，位居概念板块涨幅第6，板块内，7股上涨，中光学涨 停，建设工业、东安动力、湖南天雁等涨幅居前，分别上涨5.39%、2.54%、2.51%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 4.01 | 自由贸易港 | -1.28 | | 华为盘古 | 3.94 | 染料 | -1.21 | | MLOps概念 | 3.75 | 天津自贸区 | -1.06 | | 智谱AI | 3.49 | 人造肉 | -1.02 | | 华为昇腾 | 3.44 | 生物质能发电 | -0.90 | | 兵装重组概念 | 3.43 | NMN概念 | -0.90 | | 人形机器人 ...

截至4月30日收盘，天津自贸区概念下跌1.06%，位居概念板块跌幅榜前列，板块内，天保基建、海泰 发展、瑞普生物等跌幅居前，股价上涨的有2只，涨幅居前的有津投城开、恒银科技等，分别上涨 4.25%、1.79%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 4.01 | 自由贸易港 | -1.28 | | 华为盘古 | 3.94 | 染料 | -1.21 | | MLOps概念 | 3.75 | 天津自贸区 | -1.06 | | 智谱AI | 3.49 | 人造肉 | -1.02 | | 华为昇腾 | 3.44 | 生物质能发电 | -0.90 | | 兵装重组概念 | 3.43 | NMN概念 | -0.90 | | 人形机器人 | 3.19 | 金属锌 | -0.88 | | 华为欧拉 | 3.11 | 供销社 | -0.84 | | 智能音箱 | 3.05 | 金属铜 | -0.83 | | 共享单车 | 2.93 | 黄金概念 | -0.81 | 资金面上看，今日天津自贸区概念板块获主 ...

转自：新华财经 上海市近日出台两项重磅政策——《上海市浦东新区促进中国（上海）自由贸易试验区自由贸易账户业 务发展若干规定》（以下简称《规定》）和《上海国际金融中心进一步提升跨境金融服务便利化行动方 案》（以下简称《行动方案》），标志着自贸区金融改革进入新阶段。作为自贸金融创新的重要参与 者，中国建设银行上海市分行持续深化FT账户应用，为企业跨境经营提供全方位金融支持。 回望来时路：FT账户开启金融创新关键篇章 2014年，FT账户在上海自贸区应运而生，肩负着推动自由贸易、助力中国深度融入全球贸易、参与全 球经济规则制定的重要使命。作为金融创新的核心载体，FT账户凭借其独特的分账核算体系、本外币 一体化、离岸价格汇率、境内外客户规则统一，以及"一线放开、二线管住"等显著特点，为当时的金融 领域带来了一场革命性变革。 2024年，中国建设银行上海全球金融服务中心正式成立，打造全行"跨境金融服务"核心窗口，为"引进 来"和"走出去"企业搭建更广阔的服务平台。中心成立后，充分发挥上海自贸区FT政策优势，积极拓展 各类跨境金融服务领域。 据了解，在支持上海国际航运中心建设方面，建行上海市分行作为联合牵头行，参与国内首 ...

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 ...

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 ...

Market Performance - The Xiaohongshu concept stock increased by 0.08%, ranking 9th among concept sectors, with 23 stocks rising, including Tianyu Shuke, Lionhead Co., and ST United, which hit the daily limit [1] - The top gainers in the Xiaohongshu concept include Kewah Data, Qingmu Technology, and Wajinke, with increases of 7.53%, 5.99%, and 3.97% respectively [1] - The biggest losers in the sector were Zhongguang Tianze, Yidian Tianxia, and Jinhe Shangguan, with declines of 9.07%, 4.77%, and 3.90% respectively [1] Capital Flow - The Xiaohongshu concept saw a net inflow of 161 million yuan from main funds, with 23 stocks receiving net inflows, and 12 stocks exceeding 10 million yuan in net inflow [1] - Tianyu Shuke led the net inflow with 170 million yuan, followed by Meiri Hudong, Huibo Yuntong, and Kewah Data, with net inflows of 55.78 million yuan, 45.26 million yuan, and 33.34 million yuan respectively [1] - In terms of capital inflow ratios, Lionhead Co., Xuanya International, and Yakang Co. had the highest ratios at 25.56%, 8.99%, and 8.29% respectively [2] Stock Performance - Tianyu Shuke had a daily increase of 10.07% with a turnover rate of 20.42% and a main fund flow of 170.19 million yuan [2] - Other notable performers included Meiri Hudong with a 3.85% increase and a turnover rate of 26.68%, and Huibo Yuntong with a 2.40% increase and a turnover rate of 10.35% [2] - The overall market saw various stocks with significant declines, including Zhongguang Tianze with a drop of 9.07% and a main fund outflow of 39.03 million yuan [5]

天津自贸区概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600800 | 渤海化学 | -4.82 | 6.29 | -1703.30 | | 300119 | 瑞普生物 | -1.30 | 3.41 | -1613.12 | | 600751 | 海航科技 | -3.73 | 2.02 | -1413.14 | | 000897 | 津滨发展 | -5.86 | 4.00 | -1334.13 | | 600821 | 金开新能 | -1.22 | 1.35 | -1236.21 | | 600717 | 天津港 | 0.22 | 0.63 | -990.01 | | 600322 | 津投城开 | -6.49 | 3.44 | -218.12 | | 000965 | 天保基建 | -9.94 | 20.97 | -57.61 | | 600082 | 海泰发展 | -2.00 | 2.92 | -24.61 | | 002134 | 天津普林 | -6.42 | 5.20 ...

截至4月17日收盘，中韩自贸区概念下跌2.18%，位居概念板块跌幅榜前列，板块内，青岛金王、新华 锦、连云港等跌幅居前，股价上涨的有3只，涨幅居前的有春雪食品、青岛食品、中创物流等，分别上 涨2.79%、1.87%、0.60%。 中韩自贸区概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601008 | 连云港 | -5.67 | 22.57 | -28068.41 | | 002094 | 青岛金王 | -8.93 | 31.84 | -14896.92 | | 603967 | 中创物流 | 0.60 | 14.45 | -3107.86 | | 601880 | 辽港股份 | -0.67 | 0.32 | -1302.91 | | 002612 | 朗姿股份 | -1.78 | 4.33 | -1210.43 | | 600735 | 新华锦 | -8.12 | 15.59 | -677.76 | | 603836 | 海程邦达 | -2.12 | 5.08 | -642.0 ...