智通财经APP获悉，11月13日，商务部召开例行新闻发布会，针对安世半导体、中美大豆贸易等相关问 题作出回应。新闻发言人何亚东表示，安世半导体问题发生以来，中方一直本着对全球半导体产供链稳 定与安全的负责任态度，与荷方进行了多轮磋商，并同意荷兰经济部派员来华磋商的请求。希望荷方展 现与中方真诚合作的意愿，尽快提出实质性、建设性解决问题的方案，并采取实际行动，从源头上迅速 且有效恢复全球半导体产供链安全稳定。 原文如下： 何亚东还表示，近日，商务部已就中美吉隆坡经贸磋商联合安排发布相关消息，介绍了磋商达成的主要 成果共识，其中包括农产品贸易。中国是全球农产品贸易的重要参与者，将继续秉持开放合作的态度， 与全球贸易伙伴持续深化互利合作，共同维护开放、稳定、可持续的全球贸易体系。 关于稀土出口方面，他表示，中方依法依规开展稀土相关物项出口管制工作。作为负责任大国，中国既 致力于维护国家安全和利益，履行防扩散等国际义务，又致力于维护全球产供链安全稳定。 商务部召开例行新闻发布会(2025年11月13日) 【何亚东】：各位记者朋友： 大家下午好，欢迎参加商务部例行新闻发布会。今天我没有需要向大家通报的信息。下面我愿意回 ...

11月13日下午，商务部举行例行新闻发布会。有媒体就中美大豆贸易相关问题提问。对此，商务部新闻 发言人何亚东表示，近日商务部已就中美吉隆坡经贸磋商联合安排发布了相关消息，介绍了磋商达成的 主要成果共识，其中包括农产品贸易。何亚东说，中国是全球农产品贸易的重要参与者，将继续秉持开 放合作的态度，与全球贸易伙伴持续深化互利合作，共同维护开放、稳定、可持续的全球贸易体系。 （环球网） ...

美国的"关税大棒"在全球掀起巨浪，但真正的问题在于：全球贸易体系将走向何方？近日，彼得森国际 经济研究所高级研究员杰弗里·肖特（Jeffrey Schott）在2025外滩年会期间接受了21世纪经济报道记者专 访，给出他的答案。 肖特认为，固守"没有美国的WTO"是不现实的幻想。他勾勒出一条更具韧性的未来路径：全球贸易体 系必须学会"三条腿走路"——即构建一个多边、区域与双边机制相互补充、协同运作的混合架构。在此 框架下，CPTPP和RCEP等区域协定并非对多边主义的背叛，而是其进化的"试验场"与"先锋"。当下的 战略是，通过区域实践积累共识与先例，为最终改革WTO铺平道路。这为困顿中的全球贸易提供了一 份务实的路线图。 0:00 南方财经 21世纪经济报道记者郑青亭 上海报道 肖特是全球贸易政策与国际经济关系领域极具影响力的权威专家，曾担任美国财政部、美国贸易代表办 公室等多个政府机构的顾问。他长期专注于研究贸易协定、经济制裁及世界贸易组织（WTO）体系， 学术成果丰硕，著有《北美自由贸易协定：一个评估》和《应对被遗忘的债务危机》等多部著作。 ...

Core Insights - The global trade system is under significant pressure but continues to expand, demonstrating remarkable resilience despite challenges [1][2] - The World Trade Organization (WTO) forecasts a 2.4% growth in global merchandise trade for the year, which, while lower than the 2.7% expectation without tariffs, is an improvement from the earlier prediction of -0.2% [1] Group 1: Global Trade Dynamics - The global trade system is facing serious disruptions, with some countries attempting to reshape it, leading to challenges against long-standing agreements and norms [1] - Most economies have refrained from imposing escalated restrictions on each other's goods and services, indicating a commitment to maintaining trade relationships [1] Group 2: WTO Reform Principles - To address unilateralism and outdated rules, WTO reform has been prioritized, focusing on enhancing member recognition and trust, correcting ineffective areas, and adapting the system to current economic changes [2] - The WTO's latest report suggests that bridging the digital divide and improving labor skills could lead to a nearly 40% increase in global trade flow by 2040, driven by advancements in artificial intelligence [2] Group 3: China's Role in WTO - China's recent decision not to seek new special and differential treatment in current and future WTO negotiations has been praised as a demonstration of responsibility and a sign that reform is actively occurring [2]

Core Insights - The global trade system is under significant pressure but continues to expand, demonstrating remarkable resilience despite challenges [1][2] - The World Trade Organization (WTO) forecasts a 2.4% growth in global merchandise trade for the year, which is lower than the 2.7% expectation without tariffs but significantly better than the -0.2% prediction made in April [1] Group 1: Global Trade System - The global trade system is facing severe shocks, with some countries attempting to readjust it, leading to rewritten commitments and reshaped rules [1] - Despite these challenges, most economies have avoided escalating trade restrictions against each other and are expanding existing trade relationships [1] Group 2: WTO Reforms - WTO reforms are being prioritized to address unilateralism and outdated rules, with three principles proposed: enhancing member recognition and trust, correcting ineffective elements, and reshaping the system to adapt to current economic changes [2] - The WTO's latest report indicates that bridging the digital divide and improving labor skills could lead to a nearly 40% increase in global trade flow by 2040, driven by advancements in artificial intelligence [2] Group 3: China's Role - China's recent announcement not to seek new special and differential treatment in current and future WTO negotiations has been praised as a demonstration of responsibility and a sign that reforms are actively occurring [2]

Core Viewpoint - The potential replacement of the US dollar is not solely dependent on China, but rather on global needs, especially if the US continues to implement unilateral measures that create uncertainty in international trade and finance [1][4]. Group 1: Global Financial System - The current global financial and trade system is predominantly based on the US dollar, which serves as a measurement and reserve currency established post-World War II [3][4]. - China, as the world's second-largest economy and the largest trading nation, is concerned with both its own development and the stability of the global financial system [3][4]. Group 2: Renminbi Internationalization - If more countries begin to use the renminbi as a unit of account, it will be a natural evolution driven by global needs rather than a unilateral push from China [4]. - The use of renminbi in trade is seen as beneficial not only for China but also for countries that engage in trade with China, highlighting a mutual advantage [3][4]. Group 3: China's Role - China's primary focus is on its own economic development, aiming to become a significant force for global stability and development [4]. - The country does not seek to challenge the existing financial system unless faced with unilateral actions from the US that create instability [4].

Core Insights - The 2025 Bund Summit will be held from October 23 to 25 in Huangpu District, Shanghai, focusing on the theme "Embracing Change: New Order, New Technology" [1] Group 1: Global Trade Dynamics - Jeffrey J. Schott, a senior researcher at the Peterson Institute for International Economics, emphasized the importance of "trust" and "enforcement" in the global trade system, which he views as core challenges [3] - Schott highlighted that the stability of U.S.-China relations and the multilateral trade mechanism relies on predictable policies and ongoing dialogue [3][4] - He noted that uncertainty in bilateral relations increases operational costs for businesses and creates political risks, advocating for a reduction in uncertainty to facilitate normal trade and investment [5] Group 2: U.S.-China Relations - Schott stated that restoring basic trust is essential for resolving U.S.-China trade tensions, which he believes is a long-term process [5] - He pointed out that even in areas of significant disagreement, communication should be maintained due to the profound impact that policy changes from either country can have on the global economy [3][5] - Schott expressed skepticism about the U.S. rejoining the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) in the short term [5] Group 3: Multilateral Trade Agreements - Schott described the CPTPP as a beneficial complement to the World Trade Organization (WTO) rather than a replacement, noting that the U.S. withdrawal from the Trans-Pacific Partnership (TPP) was a mistake [5] - He mentioned that China's potential accession to the CPTPP would be a cautious and gradual process, with limited short-term progress expected [5] Group 4: WTO and Sanctions - Schott denied claims of WTO marginalization, asserting that it still plays a crucial role but requires updates to reflect contemporary technological and trade dynamics [6] - He differentiated between the quantity of sanctions and their policy impact, stating that current sanctions do not significantly threaten the dollar's status as the world's primary reserve currency [6] - Schott warned that long-term instability in U.S. domestic economic policy could lead to questions about the future of the dollar, similar to the historical decline of the pound [6] Group 5: Service Trade - Schott criticized the U.S. public discourse for often overlooking the significant contributions of service trade, which he considers a vital component of modern globalization [7]

Core Insights - The 2025 Bund Summit will be held from October 23 to 25 in Huangpu District, Shanghai, focusing on the theme "Embracing Change: New Order, New Technology" [1] Group 1: Global Trade Dynamics - Jeffrey J. Schott, a senior researcher at the Peterson Institute for International Economics, emphasized that the core challenges of the global trade system are "trust" and "enforcement" [3] - Schott highlighted the importance of maintaining open communication channels between the U.S. and China, stating that any policy changes by either country will have profound impacts on the global economy [3][4] - He noted that the uncertainty in bilateral relations increases operational costs for businesses and creates political risks, advocating for a reduction in uncertainty to facilitate normal trade and investment [5] Group 2: Trade Agreements and Multilateralism - Schott discussed the evolution from the General Agreement on Tariffs and Trade (GATT) to the World Trade Organization (WTO), pointing out that the lack of trust in enforcement is a significant barrier to multilateral negotiations [5] - He described the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) as a beneficial complement to the WTO, arguing that the U.S. withdrawal from TPP was a mistake [5] - Regarding China's potential accession to the CPTPP, Schott characterized it as a cautious and long-term process, with slow progress expected in the short term [5] Group 3: Role of the WTO and U.S. Dollar - Schott denied the notion of WTO marginalization, asserting that it still plays a crucial role but requires updates to reflect contemporary technological and trade dynamics [6] - He differentiated between the quantity of sanctions and their policy impact, stating that current sanctions do not significantly threaten the dollar's status as the world's primary reserve currency [6] - Schott pointed out that the U.S. often overlooks the significant contributions of service trade, which is a vital component of modern globalization [6]

Core Insights - Gold futures reached $4,000 per ounce for the first time, driven by investors seeking safe havens amid global volatility [1] - Gold prices have increased over 50% this year, influenced by President Donald Trump's impact on the global trade system and the Federal Reserve's independence [1] - Strong demand from central banks and retail investors has contributed to the rally in gold prices [1]

Core Points - China announced at the 80th United Nations General Assembly that it will not seek new special and differential treatment in current and future World Trade Organization (WTO) negotiations, positioning itself as a responsible developing country [1] - WTO Director-General Iweala welcomed China's decision, stating it marks a turning point for the organization and reflects a commitment to a more balanced and fair global trading system [1] - China's decision sends a strong signal in support of WTO reform and aims to create a fairer competitive environment for all members [1]