人民网吉隆坡9月29日电 （记者章念生）中国驻马来西亚大使馆9月29日举行庆祝中华人民共和国成立76周年 招待会。中国驻马来西亚大使欧阳玉靖，马来西亚交通部长陆兆福，旅游、艺术及文化部长张庆信，通讯部副部 长张念群，上议院副议长贾兹兰，贸工部秘书长海瑞尔，外交部副秘书长罗兹安等政要、各界友人、驻马使节、 华侨华人、在马中资机构和留学生代表等1000余人出席。 招待会上，中国中央歌剧院和马来西亚当地艺术团体表演了精彩的歌舞节目，来宾们纷纷举杯共庆，气氛隆 重热烈。 招待会现场。中国驻马来西亚大使馆供图 他说，今年是纪念中国人民抗日战争暨世界反法西斯战争胜利80周年。中国人民以巨大的民族牺牲为保卫世 界和平作出了重大贡献。我们要永远铭记历史、缅怀先烈、珍爱和平、开创未来。 陆兆福作为马方主宾致祝酒词，代表马来西亚政府祝贺中华人民共和国成立76周年，祝愿中国繁荣昌盛，中 国人民幸福安康。 欧阳玉靖在致辞中介绍新中国成立76年来、特别是"十四五"期间取得的伟大成就，高度评价两国领导人战略 引领下中马关系强劲发展势头，展望高水平战略性中马命运共同体光明前景，并强调中国将继续同包括马来西亚 在内的各国共享发展机遇、共谋人 ...

央广网北京9月18日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，国家副主席韩正 17日在广西南宁会见来华出席第22届中国—东盟博览会暨中国—东盟商务与投资峰会的马来西亚副总理 兼能源及水务转型部部长法迪拉。 韩正表示，中马是好邻居、好朋友、好伙伴。今年4月，习近平主席对马来西亚进行国事访问，双 方就构建高水平战略性中马命运共同体达成重要共识，开启中马关系新征程。中方愿同马方一道，落实 好两国领导人重要共识，深化两国政治、经贸、文化等各领域交流合作，推动高水平战略性中马命运共 同体建设走深走实。 法迪拉表示，马中关系发展进入新阶段。马方坚定恪守一个中国原则，愿同中方密切高层交往，加 强经贸、能源、水务、旅游等领域合作，共同推进马中命运共同体建设。 ...

新华社南宁9月17日电（记者朱超、朱丽莉）国家副主席韩正17日在广西南宁会见来华出席第22届 中国－东盟博览会暨中国－东盟商务与投资峰会的马来西亚副总理兼能源及水务转型部部长法迪拉。 韩正表示，中马是好邻居、好朋友、好伙伴。今年4月，习近平主席对马来西亚进行国事访问，双 方就构建高水平战略性中马命运共同体达成重要共识，开启中马关系新征程。中方愿同马方一道，落实 好两国领导人重要共识，深化两国政治、经贸、文化等各领域交流合作，推动高水平战略性中马命运共 同体建设走深走实。 法迪拉表示，马中关系发展进入新阶段。马方坚定恪守一个中国原则，愿同中方密切高层交往，加 强经贸、能源、水务、旅游等领域合作，共同推进马中命运共同体建设。（完） ...

Core Viewpoint - The meeting between Chinese President Xi Jinping and Malaysian Prime Minister Anwar marks a significant step in strengthening bilateral relations, aiming for a new "golden 50 years" of cooperation between China and Malaysia [4]. Group 1: Bilateral Relations - Xi emphasized the importance of a "high-level, strategic" new positioning for bilateral relations, aiming to deepen comprehensive strategic cooperation and support each other's core interests [4]. - The two countries plan to enhance collaboration in emerging industries such as artificial intelligence, new energy, and semiconductors, while also focusing on key projects like the "Two Countries, Twin Parks" initiative and the East Coast Rail Link [4]. Group 2: Global Governance - Anwar highlighted the significance of Xi's global governance initiative, which addresses current global governance challenges with advanced concepts and practical solutions [5]. - Malaysia values its special strategic partnership with China and is committed to deepening cooperation across various fields for the benefit of both nations [6].

Core Points - The meeting between Wang Yi, a member of the Political Bureau of the CPC Central Committee and Foreign Minister, and Malaysian Foreign Minister Saifuddin marks a significant step in enhancing China-Malaysia relations following Xi Jinping's successful state visit to Malaysia in April [1] - Both sides aim to implement the consensus reached by their leaders, focusing on the Belt and Road Initiative, economic and trade investment, and connectivity cooperation [1] - Key projects such as the East Coast Rail Link and the "Two Countries, Twin Parks" initiative are highlighted for further development [1] - There is an emphasis on deepening cooperation in cutting-edge fields and seizing opportunities from the new industrial revolution to create a new high ground for regional productivity cooperation [1] - The continuation of the "Confucian-Islamic Civilization Dialogue" and the implementation of the soon-to-be-effective visa exemption agreement are intended to strengthen people-to-people exchanges and consolidate public support [1] - China expresses willingness to work with Malaysia to solidify political mutual trust, deepen interest integration, enhance strategic coordination, and promote long-standing friendship [1]

Group 1 - The core viewpoint of the news is the strengthening of economic and trade cooperation between Jiangsu Province and Malaysia, highlighted by various meetings and agreements during the visit of Jiangsu's Governor Xu Kunlin [1][2][3] - The Malaysian Deputy Prime Minister, Fadillah, emphasized the importance of enhancing cooperation in the energy sector, leveraging Jiangsu's technological and engineering strengths to build a green, low-carbon, and reliable smart energy system [1] - Xu Kunlin stated that the relationship between China and Malaysia is entering a new "golden 50 years," aiming to deepen comprehensive cooperation and contribute to the high-quality development of the Belt and Road Initiative [1][3] Group 2 - During the Malaysia Investment Enterprises Forum, Xu Kunlin encouraged businesses to strengthen their confidence and resilience, enhance innovation capabilities, and expand their international presence with full support from the Jiangsu government [2] - The Jiangsu-Malaysia Higher Education Cooperation Exchange event included agreements for research collaboration between Malaysian and Jiangsu universities, promoting cultural exchange and educational cooperation [2] - The China (Jiangsu) - Malaysia Economic and Trade Cooperation Exchange Conference saw participation from nearly 100 Jiangsu enterprises and 250 Malaysian enterprises, resulting in the signing of 23 key projects, showcasing Jiangsu's commitment to expanding high-level foreign cooperation [3]

Group 1 - The visit of Jiangsu Provincial Governor Xu Kunlin to Malaysia aims to strengthen strategic alignment and deepen practical cooperation between China and Malaysia, contributing to the construction of a high-level strategic community of shared future [1] - The Malaysian Deputy Prime Minister welcomed the delegation and emphasized the importance of enhancing cooperation in the energy sector, leveraging Jiangsu's technological and manufacturing advantages to create a green, low-carbon, and reliable smart energy system [1] - Jiangsu has nearly 280 investment projects in Malaysia, highlighting the province's commitment to supporting enterprises in expanding their international presence and enhancing their competitiveness [2] Group 2 - A cooperation exchange event between Jiangsu and Malaysian universities was held, focusing on student exchanges, faculty training, and collaborative research, promoting cultural exchange and mutual understanding [3] - The Jiangsu-Malaysia economic cooperation exchange conference saw participation from nearly 100 Jiangsu enterprises and 250 Malaysian enterprises, with 23 key projects signed on-site, indicating strong bilateral economic ties [4] - Discussions during the visit included enhancing industrial and technological innovation collaboration, with Malaysian officials expressing a desire for more Jiangsu enterprises to seize business opportunities in Malaysia [4]

文 ： 华创证券研究所副所长 、首席宏观分析师 张瑜（执业证号：S0360518090001） 联系人： 陆银波（15210860866） 袁玲玲（微信 Yuen43） 报告摘要 近一周，扩内需信号进一步明确，主要涉及就业、地产、股市、服务消费等。 1 、高层定调：总理在三次会议或调研上，均高度关注经济问题。 1 ） 4 月 15 日， 总理在北京调研 消费及地产相关内容。 2 ） 4 月 17 日， 总理主持国务院专题学习，以预期管理为主题，提出要"要 讲究政策时机，在一些关键的时间窗口，推动各方面政策措施早出手、快出手，对预期形成积极影 响。 要把握政策力度，必要时敢于打破常规 "。 3 ） 4 月 18 日，总理主持召开国常会，研究稳就业 稳经济问题。提出要" 锚定经济社会发展目标 ，加大逆周期调节力度"。 2 、股市楼市： 1 ） 4 月 15 日 ，总理在北京调研时提出，"当前和今后一个时期，我国房地产市场 仍有很大的发展空间"。 2 ） 4 月 18 日， 总理主持召开国常会，"要持续稳定股市，持续推动房地产 市场平稳健康发展"。 3 、消费及就业 ： 1 ） 4 月 18 日， 总理主持召开国常 ...

Core Points - The visit of Chinese President Xi Jinping to Malaysia marks a significant step in enhancing bilateral relations, with over 30 cooperation agreements signed across various sectors [1][2][4] - The establishment of a high-level strategic community between China and Malaysia aims to deepen trade and investment ties, reflecting a commitment to multilateralism and free trade [1][6] - The Belt and Road Initiative serves as a crucial platform for cooperation, focusing on areas such as digital economy, green economy, and infrastructure development [3][7] Bilateral Trade and Economic Cooperation - China has been Malaysia's largest trading partner for 16 consecutive years, with bilateral trade reaching $212 billion in 2024, a nearly 1000-fold increase since diplomatic relations were established [2][5] - The signing of a visa exemption agreement for ordinary passport holders is expected to further facilitate people-to-people exchanges and cooperation across various fields [2][6] - The potential for growth in trade and investment remains significant, with expectations for deeper economic ties and mutual benefits [2][8] Infrastructure and Investment Opportunities - The Belt and Road Initiative has led to substantial infrastructure projects, such as the East Coast Rail Link, which aims to enhance connectivity in Malaysia [7] - The "Two Countries, Twin Parks" model, exemplified by the Kuantan Industrial Park and Qinzhou Industrial Park, has attracted over 11 billion RMB in investment, creating long-term employment opportunities [7] - Future cooperation is anticipated in high-quality infrastructure projects and financial collaboration, with a focus on enhancing the strategic partnership [7][8] Supply Chain and Industry Collaboration - The joint commitment to building a secure and stable supply chain highlights the importance of collaboration in manufacturing, digital economy, and sustainable investment [8] - The favorable environment created by RCEP and the China-ASEAN Free Trade Area is expected to accelerate Chinese investments in Malaysia across various sectors, including agriculture and manufacturing [8]

Market Overview - On April 17, 2025, the Shanghai Composite Index rose by 0.13% to close at 3280.34 points, while the Shenzhen Component Index fell by 0.16% to 9759.05 points, and the ChiNext Index increased by 0.09% to 1908.78 points[1] - The total trading volume in both markets decreased to 0.99 trillion yuan[1] Market Performance - The number of stocks that rose was 2,929, while 1,973 stocks declined, resulting in a rise ratio of 57.10%[6] - The total trading volume was 875.88 billion shares, with a total turnover of 999.45 billion yuan[6] Sector Performance - Real estate and comprehensive sectors led the gains, while the automotive and non-ferrous metals sectors experienced declines[1] Risk Factors - Market liquidity contraction may exacerbate short-term volatility risks[2] Key Events - A joint statement was issued by China and Malaysia to build a high-level strategic community, enhancing bilateral relations and regional stability[3] - The U.S. Federal Reserve Chairman Powell warned about the uncertainties of tariff policies, indicating potential inflation rise and economic slowdown, which may lead to sustained market volatility[3]