全球产业链重组

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一觉醒来,中美发布联合声明,这13个字的出现,让全球松了一口气
Sou Hu Cai Jing· 2025-08-12 07:58
8月12日,全球金融市场还未完全苏醒,一则突如其来的中美联合声明,瞬间点燃了全球舆论的热情。 13个字——"再次暂停实施24%关税90天",不仅成为 当日财经新闻的头条,也让世界各国投资者、企业家、政策制定者都松了一口气。 摩根大通、彭博、IMF等权威机构第一时间对这一事件进行了深度解读。全球供应链、跨国贸易、国际资本市场的反应极为迅速,亚洲主要股指、美股期 指、美元指数都在声明发布后数小时内出现明显波动。 关税暂停,全球市场情绪剧烈波动 美国商务部数据显示,仅上半年,中美双边贸易总额已达2.6万亿美元。全球供应链对中美经贸关系的依赖程度远超想象。2024年全球供应链弹性指数报告 指出,中国出口商品中近四成最终流向美国,而美国农产品出口的42%也销往中国。市场对关税政策变动极为敏感。 8月12日,亚洲主要股指集体高开,日经225指数上涨1.8%,恒生指数盘中一度大涨2.5%,标普500期指也跳涨近1.7%。国际原油期货、黄金价格同样短线剧 烈波动。 法国巴黎银行最新发布的全球投资者信心调查显示,超六成机构投资者将中美经贸摩擦视为下半年全球经济最大不确定性来源。关税暂停决定落地,风险偏 好短暂回升,避险资金回流 ...
“商行天下,智汇中欧”侨商助力中法企业深度合作对话会在巴黎举办
Zhong Guo Xin Wen Wang· 2025-06-08 10:58
Core Viewpoint - The 16th China-Europe Entrepreneurs Summit aims to enhance cooperation between Chinese and French enterprises through the support of overseas Chinese businesspeople, emphasizing mutual benefits and deeper collaboration between China and Europe [1][3]. Group 1: Event Overview - The summit took place in Paris on June 5, organized by the China Foreign Entrepreneurs Association and the French Wenzhou Chamber of Commerce [1][3]. - Key attendees included Chinese and French dignitaries, such as Chen Dong, the Chinese Embassy's Minister, and former French Prime Minister Raffarin [1][3]. Group 2: Key Messages from Speakers - Raffarin highlighted the need for cooperation over confrontation in the current international landscape, urging China and France to strengthen their partnership for mutual benefit [3]. - Dong Bin, the chief representative of the China Foreign Entrepreneurs Association, emphasized the importance of Chinese enterprises seizing opportunities in artificial intelligence and digital economy to deepen cooperation with Europe [3]. - Xu Bo, president of the "Friends of Wu Jianmin Association," discussed the significance of enhancing cooperation between China, France, and Europe [3]. - Li Yunting, president of the French Wenzhou Chamber of Commerce, outlined the unique value that overseas Chinese businesspeople bring to Chinese enterprises looking to expand internationally, focusing on three roles: innovating international pathways, acting as cultural "decoders," and creating a "dual empowerment" business ecosystem [3]. Group 3: Dialogue and Consensus - The dialogue segment featured various Chinese and French business representatives discussing how to achieve win-win cooperation between Chinese and French enterprises [4]. - Participants agreed that the current period presents a crucial opportunity for deepening cooperation and expanding markets, particularly in light of global industrial chain restructuring and digital transformation [5]. - The role of overseas Chinese businesspeople as a bridge to facilitate precise project implementation between China and France was emphasized [5].
清科倪正东:一级市场亟需更好的流动性
投资界· 2024-12-10 08:47
期待拐点。 报道 I 投资界PEdaily 2 0 2 4年12月10 - 11日,由中共重庆市委金融委员会办公室指导,清科创业、投资界主办, 重庆渝富控股集团联合主办的"第二十四届中国股权投资年度大会"走进西部金融中心重 庆。作为股权投资行业晴雨表,本次大会将以"万象耕新"为主题,回顾行业风云,重塑 格局策略,探索价值发现,持续为中国股权投资行业注入力量。 今天会上,清科集团创始人、董事长,清科创业CEO倪正东带来一组全新的数据,解读 中国创投行业最新景象。今年环境变化比想象中更大,数字背后,反映了创投行业的洗牌 期到来。此情此景,相信每一位从业者都有一番切身感触。 以下为演讲实录, 经投资界(ID:peda il y 20 1 2)编辑: 大家好久不见。这是我们第一次在中西部开投资界的年度论坛,很高兴来到重庆。 转眼2 4年过去了,依稀记得200 1年中国股权投资行业刚刚起步,那年创投市场的寒冬也 很漫长。经历过去2 0多年的增长,行业已经发展到现在非常庞大的规模。 2 4年一晃而过,最近两年中国股权投资行业面临重塑。种种变化与挑战之下,今年的创 投市场让人感受异常深刻。数据总能客观揭示中国创投行业的最新 ...