焦点访谈丨与时俱进、不断发展中国-东盟自贸区惠及20多亿人口 2026年是中国-东盟自贸区全面建成16周年。多年来，中国-东盟自贸区蓬勃发展，惠及20多亿人口，中国已经连续16年成为东盟第一大贸易伙伴，而东盟也 已连续5年成为中国最大的贸易伙伴。随着中国与东盟经贸合作水平不断提高，双方正从以货物贸易为主的"贸易伙伴"迈向产业链价值链深度互嵌、彼此成 就的"命运共同体"。就在2025年10月28日，中国与东盟签署了中国-东盟自贸区3.0版升级议定书。3.0版有什么亮点？目前，各地正开展哪些工作为接下来新 政策的实施做准备呢？ 广西边检总站友谊关边检站执勤二队民警叶子：我们整合了人工智能、生物识别、数据交互等技术，实现车辆和司机预先备案、自主采集、快速核验三步即 可通关，让数据先跑、货车秒过成为现实。 广西友谊关智慧口岸的数字化升级改造，背后一个重要支撑就是中国-东盟自贸区合作不断拓展、经济一体化不断深化。 2025年10月28日，中国-东盟自贸区3.0版升级议定书签署，此次签署的3.0版升级议定书是中国和东盟在自贸区1.0和2.0版的基础上，双方合作的又一次重要 升级。新签署的议定书，其中一个重要内容是进一步提 ...

证券研究报告 宏观研究 [Table_ReportType] 专题报告 | [Table_A 解运亮 uthor宏观首席 | ] 分析师 | | --- | --- | | 执业编号：S1500521040002 | | | 联系电话：010-83326858 | | | 邮 | 箱：xieyunliang@cindasc.com | 麦麟玥 宏观分析师 执业编号：S1500524070002 邮 箱：mailinyue@cindasc.com 信达证券股份有限公司 CINDASECURITIESCO.,LTD 北京市西城区宣武门西大街甲127 号金隅 大厦B 座 邮编：100031 [Table_Title] 中国出口多元化成功的逻辑 ——出口专题 [Table_ReportDate] 2025 年 12 月 5 日 请阅读最后一页免责声明及信息披露 http://www.cindasc.com 1 [➢Table_Summary] 外贸市场多元化战略沉淀已久，且已取得成效。早在 20 世纪 90 年代初， 中国外贸面临高度依赖美国、日本、西欧等市场的问题，为改变进出口贸 易过于集中在少数发达国家和地区的局 ...

Core Insights - The signing of the China-ASEAN Free Trade Area 3.0 upgrade protocol during the 47th ASEAN Summit enhances the cooperation between the Yangtze River Delta and ASEAN markets, solidifying the region's role in international trade [1] Trade Dynamics - China has maintained its position as ASEAN's largest trading partner for 16 consecutive years, while ASEAN has been China's largest trading partner for 5 years [1] - By 2024, bilateral trade between China and five ASEAN countries (Vietnam, Malaysia, Indonesia, Thailand, Singapore) is expected to exceed 100 billion USD, with trade with Vietnam and Malaysia surpassing 200 billion USD [1] - In the first three quarters of 2025, ASEAN remained the largest trading partner for the Yangtze River Delta, with import and export volume reaching 2.01 trillion CNY, a year-on-year increase of 18.9% [1] Regional Contributions - Shanghai's imports and exports with ASEAN reached 474.82 billion CNY in the first three quarters of this year, growing by 12.5%, significantly higher than the city's overall import and export growth of 5.4% [2] - Zhejiang's exports to ASEAN amounted to 188.52 billion CNY, with a year-on-year growth of 21.7%, highlighting the region's potential in the ASEAN market [3] - Jiangsu's trade with ASEAN reached 791.73 billion CNY, a 22.8% increase, with significant growth in consumer goods and electronic products [4] - Anhui's trade with ASEAN totaled 100.81 billion CNY, growing by 39.8%, with a remarkable 71.0% increase in imports and exports from Hefei [4] Product Categories - In Shanghai, mechanical and electrical products accounted for 61.5% of exports to ASEAN, with significant growth in integrated circuits and mobile phones [2] - Zhejiang's "New Three Samples" (newly emerging products), auto parts, and ships showed impressive growth rates of 49.5%, 28.0%, and 28.6% respectively [3] - Jiangsu saw explosive growth in consumer goods such as cosmetics and daily necessities, alongside strong performance in electronic consumer products [4] Investment and Services - In the first three quarters, Zhejiang issued 488,000 certificates of origin under the China-ASEAN Free Trade Agreement, valued at 142.92 billion CNY, benefiting enterprises by approximately 12.8 billion CNY [3] - Jiangsu's investment in ASEAN countries reached 1.67 million USD, accounting for 25% of the city's total foreign investment [4] - Nanjing's service outsourcing cooperation with ASEAN countries reached 860 million USD in the first half of this year, continuing to grow by 22% [4]