中英两国经济结构高度互补，双边经贸合作根基深厚。尽管面临复杂全球经济格局的挑战，两国经贸与投资合作依然展现出强劲的韧性与增长潜力。公开 数据[2]显示，近年来中英年度贸易额稳定在1,000亿美元左右，双向投资存量已突破650亿美元。英国作为全球最具吸引力的外商投资目的地之一，持续释 放其市场吸引力与合作潜力，仍是中资企业布局欧洲的重要门户。 聚焦增长 会议重申了英国对于打造开放、稳定且具创新活力的投资环境的承诺，并系统阐述了旨在激发创新、驱动长期繁荣的产业战略。与会嘉宾着重探讨未来八 大关键增长领域，包括金融服务、清洁能源、科技、生命科学、先进制造、创意产业、绿色基础设施及专业服务。为支撑这些战略产业的发展，英国政府 正积极构建强大的政策与资金支持体系。 安永[1]中国海外投资业务部英国和爱尔兰区主管李牣斐（左三）作为主要发言嘉宾参与大会开场专题研讨 12月2日，由英国商业贸易部主办的"投资英国会议2025—香港"（UK Investment Conference Hong Kong 2025）在中国香港隆重举行。这也是该会议首次在 中国香港举办。 此次大会以"增长蓝图：开启英国经济的未来"为主题，汇聚了35 ...

雪上加霜的是，日本首相高市早苗在国会发表的错误恶劣言论引发中日关系紧张，中方发布的旅游警示 与留学预警使得日本旅游业遭遇寒流。日本野村综合研究所有研究员估算，此举可能导致日本损失115 亿美元至140亿美元旅游收入，拖累GDP增速0.29个至0.36个百分点。日本股市的百货、运输板块股票大 幅下跌，中日民间交流活动延期或取消，进一步压缩了日本经济的回旋空间。 上周，日本经济拉响警报，再度出现负增长。数据下滑的直接原因是美国关税政策对日本汽车等支柱产 业出口造成打击。同时，日本经济长期积累的结构性矛盾与短期政治风险交织，使得高市早苗政府试图 通过大规模财政刺激"破局"的举措显得力不从心。 11月17日，日本内阁府公布的初步统计数据显示，今年三季度，日本实际国内生产总值（GDP）按年率 计算下降1.8%，自2024年一季度以来再次出现负增长，直接诱因是外需急剧收缩。数据显示，外需对 三季度日本经济增长的贡献为－0.2个百分点。 今年以来，美国对日本输美商品加征关税，尤其是将汽车关税从2.5%提升至15%，令日本相关产业遭遇 重创，特别是汽车产业链上下游的订单萎缩和经济衰退形成恶性循环。 内需不振也是日本经济长期低 ...

Economic Overview - Japan's economy has entered a negative growth phase again, with a GDP decline of 1.8% year-on-year in Q3, primarily due to a sharp contraction in external demand [2] - The contribution of external demand to Japan's economic growth in Q3 was -0.2 percentage points, exacerbated by increased tariffs on Japanese goods, particularly automobiles [2] - Domestic demand remains weak, with personal consumption showing only a slight increase of 0.1% quarter-on-quarter, while residential investment fell by 9.4% [2] Government Response - The Japanese government, led by Prime Minister Fumio Kishida, has approved an economic stimulus plan worth 21.3 trillion yen (approximately 135.4 billion USD) to address rising prices and boost investment in sectors like semiconductors and AI [3] - The stimulus plan relies heavily on fiscal expansion and monetary easing, without addressing necessary structural reforms in the economy [3][4] Structural Challenges - Japan's government debt has reached approximately 263% of GDP, limiting the effectiveness of further spending and increasing long-term interest rates [4] - The aging population, with 29% aged 65 and above, is contributing to labor shortages and a shrinking consumer market [4] - Japan's automotive industry is struggling to adapt to the global shift towards electric vehicles, missing opportunities in the transition to new energy sources [4] Market Impact - Tensions in Sino-Japanese relations, exacerbated by controversial statements from the Japanese Prime Minister, have led to a significant decline in tourism revenue, estimated to be between 11.5 billion to 14 billion USD, impacting GDP growth by 0.29 to 0.36 percentage points [3] - The stock market has reacted negatively, particularly in the retail and transportation sectors, as civil exchanges between China and Japan are postponed or canceled [3] Long-term Outlook - Analysts suggest that Japan's economy may continue to fluctuate around the growth line without achieving effective growth, as the current fiscal stimulus may only provide short-term relief [5] - A genuine recovery will require institutional reforms and technological innovation rather than reliance on short-sighted policies or external confrontations [5]

Core Points - Amazon plans to invest £40 billion ($54 billion) in the UK over the next three years, which is seen as a vote of confidence in the UK’s economic policies [1] - The investment is expected to create thousands of jobs, with Amazon currently employing 75,000 people in the UK, making it one of the top ten private sector employers [1] - The investment plan includes the construction of two advanced logistics centers in the East Midlands, expected to open in 2027, and new centers in Hull and Northampton, set to open this year and next year, respectively [1] - The logistics centers in Hull and Northampton will each create 2,000 jobs [1] - Amazon will also build new delivery stations, upgrade its existing network of over 100 operational buildings, and invest in transportation infrastructure [1] - The £40 billion investment includes £8 billion allocated for building, operating, and maintaining data centers in the UK from 2024 to 2028 [1] Government Response - UK Prime Minister Starmer described Amazon's plan as a significant vote of confidence in the UK as a premier business location [2] - The government recently outlined its industrial strategy, emphasizing the importance of foreign investment [2] - An investigation has been launched by UK grocery regulators into Amazon regarding compliance with timely payment regulations to suppliers [2]