最近，印度的经济专家终于意识到，印度未来发展的关键在于"向东看"。这一转变，源自特朗普发起的关税战，这场贸易战不仅对中国构成压力，连美国的 传统盟友也未能幸免。 此外，苏布拉马尼亚姆还提到，印度曾经提出应加入《区域全面经济伙伴关系协定》（RCEP），这也是一个重要的建议，虽然当时印度政府没有采纳，这 被认为是新德里的一大失误。加入RCEP，将有助于印度扩大与其他亚洲国家的经济合作，提升其在亚洲市场的竞争力。 除了加强与亚洲，特别是中国的贸易合作，专家还提出了一些具体的建议。首先，印度在出口上过于依赖少数几项强项，而忽视了其他商品的出口潜力。事 实上，印度约90%的商品在出口上几乎没有突破。为了改变这一状况，印度政府应出台支持政策，鼓励企业多元化发展，特别是在中间产品的出口方面下更 大工夫，因为中间产品在全球贸易中占有重要地位。 另外，印度对原材料进口征收高额关税，这一做法表面上是为了保护本国企业，但实际上却限制了印度制造业的发展。相比之下，亚洲一些国家如越南，几 乎对原材料进口零关税，这让它们的出口贸易得以迅速增长。而中国虽然对外贸易规模庞大，但同时也积极进口原材料。通过进口原材料，印度不仅能够降 低生产成本 ...

在全球化日益加深的今天，贸易和经济政策的变化往往成为国际博弈的风向标。特朗普政府宣布自8月1 日起对部分商品加征高额关税的决定，毫无疑问引发了全球市场的震荡。这一举措不仅对美国本土经济 构成压力，更令与中国有着深厚经贸关系的东盟国家陷入了进退两难的境地。中美博弈的加剧，不仅使 全球经济形势更加复杂化，也将国际力量对比推向了一个关键节点。在此背景下，中国外交团队，尤其 是中国外交部长，凭借坚定而智慧的应对方式，成功化解了来自美国方面的压力，展现了中国在全球经 济治理中的领导力。 今年7月，在马来西亚吉隆坡举行的东盟外长会议上，美国国务卿鲁比奥的"印太经济框架"倡议，企图 通过拉拢东盟国家，共同对抗中国。然而，特朗普政府的高额关税政策却暴露了这一倡议的内在矛盾。 美国单方面加税的行为不仅损害了美国本土企业的利益，更令东盟国家陷入了贸易成本上升的困境。尤 其是对于东盟这些依赖对华贸易的国家来说，美国的政策几乎成了"口惠而实不至"的空头支票。相比之 下，中国凭借稳定的经济合作关系，展现了更多的诚意和行动，这使得东盟各国对于鲁比奥的倡议反应 冷淡，选择站在中国一边。 与美国的单边主义形成鲜明对比，中国则秉持平等互利的原 ...

那么，特朗普政府为何做出如此急转弯的决定呢？文章分析认为，根本原因是美军的力量已经无法支撑 其"保护世界"的雄心。而且，特朗普政府对台湾问题的关注，主要集中在半导体产业上。文章甚至推 测，一旦美国的芯片产业能够自给自足，对台湾问题的兴趣将会大幅减弱。实际上，台湾的"经济棋 子"地位，主要是因为其半导体产业对全球市场的影响力。如果美国不再依赖台湾的芯片生产，那么台 湾问题对美国的战略重要性自然就下降了。 在军事和政治上，文章提出了对美国所谓"保护台湾"的质疑。中国的军事实力早已发生了翻天覆地的变 化，有足够的威慑力让任何对手不敢轻举妄动。如果美国硬要踩"一个中国"的红线，干涉中国内政，所 过去八个月，中美之间的交锋愈加激烈，尤其是在关税领域。美国的初衷是通过加征关税来给中国的出 口制造麻烦，从而在经贸上压制中国。然而，事与愿违。中国凭借强大的制造能力、完善的产业链和庞 大的国内市场，很快调整了节奏，不仅应对了美国的挑战，反而逐渐逆转局势。美国反而因关税的上 涨，国内物价上涨、企业成本增加，出口受阻，产生了连锁反应，给美国经济带来巨大压力。 面对这一局面，美国最终不得不重新考虑关税政策，开始进行多轮高层经贸会谈。 ...

Group 1 - The total execution amount of offshore service outsourcing by Chinese enterprises from January to August 2025 reached 612.65 billion yuan, representing a year-on-year growth of 2.2% [1] - In USD terms, the execution amount was 85.43 billion USD, with a year-on-year increase of 0.4% [1] - The execution amount for offshore Information Technology Outsourcing (ITO) was 254.63 billion yuan, showing a decline of 1.7% year-on-year [1] Group 2 - The execution amount for offshore Business Process Outsourcing (BPO) was 112.51 billion yuan, reflecting a significant year-on-year growth of 21.2% [1] - The execution amount for offshore Knowledge Process Outsourcing (KPO) was 245.51 billion yuan, with a slight decline of 0.8% year-on-year [1] - Business operation services and maintenance services experienced rapid growth, with execution amounts of 69.9 billion yuan and 37.72 billion yuan, respectively, marking year-on-year increases of 19.7% and 30.4% [1] Group 3 - Among the 37 service outsourcing demonstration cities, the total execution amount was 535.27 billion yuan, a year-on-year increase of 2.1%, accounting for 87.4% of the total offshore service outsourcing execution [1] - The Yangtze River Delta region recorded an execution amount of 323.21 billion yuan, with a year-on-year growth of 1% [1] - The Beijing-Tianjin-Hebei region had an execution amount of 66.55 billion yuan, showing a year-on-year increase of 7% [1] Group 4 - The top three sources of offshore service outsourcing for China were the United States, Hong Kong, and Singapore, with execution amounts of 116.6 billion yuan, 105.67 billion yuan, and 79.45 billion yuan, respectively, together accounting for 49.2% of the total [2] - The execution amount from RCEP member countries reached 184.02 billion yuan, reflecting a year-on-year growth of 13.1% [2] - The execution amount from countries involved in the Belt and Road Initiative was 210.74 billion yuan, with a year-on-year increase of 12.7% [2] Group 5 - Domestic enterprises executed offshore service outsourcing worth 335.29 billion yuan, a year-on-year decline of 1.7%, accounting for 54.7% of the total [2] - Foreign enterprises executed offshore service outsourcing worth 277.36 billion yuan, showing a year-on-year growth of 7.3%, accounting for 45.3% of the total [2] - As of the end of August 2025, the cumulative number of employees absorbed by the service outsourcing sector was 17.307 million, with 11.348 million holding a university degree or higher, representing 65.6% [2]

Core Viewpoint - Fuzhou is emerging as a significant hub for cross-border e-commerce, leveraging its geographical advantages, digital economy, and unique conditions for cross-strait cooperation to create a distinctive development path in the industry [4][12]. Group 1: Cross-Border E-Commerce Development - Fuzhou's free trade zone features a new global commodity circulation chain, enabling products from countries like Japan, Australia, and Germany to reach consumers in China within 72 hours [1][5]. - The city has established a "two platforms, six systems" framework that integrates customs, tax, and foreign exchange data, significantly reducing customs clearance time from days to hours [4][5]. - Various business models such as cross-border e-commerce retail imports and B2B direct exports have been launched, forming a complete ecosystem for cross-border e-commerce [5][12]. Group 2: Cross-Strait E-Commerce Hub - Fuzhou is utilizing its advantages in cross-strait relations to create a new model where Taiwanese products are ordered and shipped from Fuzhou, enhancing logistics efficiency [7]. - The city has introduced measures like "fast customs clearance for cross-strait trade" and "digital identity certification for Taiwanese residents" to attract Taiwanese businesses [7][12]. Group 3: Empowering Traditional Manufacturing - Traditional manufacturing sectors in Fuzhou are leveraging cross-border e-commerce to directly sell products to consumers in Europe and the U.S., resulting in a 30% increase in profit margins [9]. - The city encourages the integration of cross-border e-commerce with industrial clusters, promoting sectors like textiles, furniture, and machinery to upgrade through digital platforms [9][12]. Group 4: Logistics Innovation - Fuzhou is developing a comprehensive logistics system that includes air, land, and sea transport, with over 20 overseas warehouses established to enhance global supply chain efficiency [11]. - The city is also opening international freight routes and developing international trains to facilitate smoother logistics for cross-border e-commerce [11][12]. Group 5: Future Outlook - With the implementation of the Regional Comprehensive Economic Partnership (RCEP), Fuzhou is transitioning from a simple cross-border "channel" to a comprehensive "hub" that integrates digital trade, supply chain finance, and brand incubation [12][13]. - The city aims to cultivate internationally influential cross-border e-commerce platforms and enterprises, contributing to the development of a highland for digital trade [12].

Core Insights - The total issuance of various certificates by the national trade promotion system reached 726,400 by August 2025, marking a year-on-year increase of 23.54% [1] - The issuance of non-preferential certificates amounted to $29.093 billion, with a year-on-year growth of 1.03%, while the number of certificates issued was 385,300, reflecting a 14.24% increase [1] - Preferential certificates saw a significant increase in both value and volume, with a total value of $8.823 billion, up 42.31%, and the number of certificates issued reaching 278,400, a 57.76% increase [1] Group 1 - The growth in the issuance of preferential certificates indicates that foreign trade enterprises are actively expanding into diverse markets and optimizing product structures, demonstrating strong resilience and vitality in China's foreign trade [2] - The substantial growth in the issuance of preferential certificates is attributed to the release of policy dividends, proactive enterprise actions, and upgraded services [2] - The Regional Comprehensive Economic Partnership (RCEP) has played a crucial role in enhancing the effectiveness of free trade agreements, with tariff reduction mechanisms and origin accumulation rules significantly benefiting enterprises [2] Group 2 - In August, the issuance of RCEP origin certificates amounted to $87.2 million, reflecting a year-on-year increase of 26.85%, with 29,482 certificates issued, up 26.29% [2] - Enterprises are encouraged to leverage RCEP policy benefits by optimizing supply chain layouts and enhancing cooperation with RCEP member countries to expand market reach [3]

Core Viewpoint - Lijiang is actively promoting investment opportunities to young entrepreneurs from the Lancang-Mekong countries, focusing on five key areas: investment policies, foreign trade facilitation, highland特色 agriculture, green industry, and cultural tourism [1][2] Group 1: Investment Opportunities - Lijiang introduced its investment policies and cooperation opportunities to over 80 young entrepreneurs from six Lancang-Mekong countries during the 2025 Lancang-Mekong Youth Entrepreneurs Exchange Camp [1] - The city has achieved a total foreign trade import and export value of 1.098 billion RMB from 2021 to 2024, with significant exports of local products like porcelain tableware, dried mushrooms, and mangoes to Southeast Asian countries [1][2] Group 2: Trade and Economic Cooperation - Lijiang's trade with Lancang-Mekong countries has been increasing, with Vietnam and Myanmar identified as the most important trade partners in Southeast Asia [1] - The city has seen the establishment of 96 new foreign-funded enterprises since 2021, with a contracted foreign investment of 530 million USD [2] Group 3: Infrastructure and Connectivity - Improved transportation connectivity, including the completion of international flight routes to Bangkok and Hanoi, has facilitated trade and travel between Lijiang and Southeast Asian countries [1] - The implementation of the 240-hour visa-free transit policy and the opening of the China-Laos Railway have further enhanced economic cooperation [1] Group 4: Agricultural Development - Lijiang's agricultural sector is actively participating in events like the Lancang-Mekong Fruit Procurement Festival to promote high-quality local products in Southeast Asian markets [2] - The city aims to enhance the utilization rate of free trade agreements, including RCEP and the China-ASEAN Free Trade Agreement, to improve its business environment [2]

Group 1 - The RCEP meeting emphasized the importance of deepening trade and investment relationships to enhance economic resilience and support the implementation of the RCEP agreement [1][2] - The meeting acknowledged the significance of the comprehensive review of the agreement scheduled for 2027 to adapt to changing economic conditions [1] - The RCEP members committed to avoiding measures inconsistent with RCEP obligations and to maintaining an open, free, and rules-based market [1][2] Group 2 - The meeting welcomed the progress made by the RCEP Joint Committee and its subsidiary bodies in executing the RCEP agreement and encouraged continued efforts for transparent and effective implementation [2] - The meeting praised Japan for organizing the "RCEP E-commerce Dialogue Report" and encouraged member countries to promote the development and use of e-commerce [2][3] - The meeting reiterated the importance of economic and technical cooperation under RCEP to support inclusive and effective implementation of the agreement [2] Group 3 - The meeting welcomed the RCEP Joint Committee's establishment of guidelines for stakeholder engagement, facilitating collective communication with stakeholders [3] - The meeting noted the progress made during the first consultation with the RCEP Business Advisory Council (RBAC) [3] - The meeting encouraged further engagement with stakeholders to obtain strategic input and specific recommendations for better implementation of RCEP [3]

Group 1 - The 57th ASEAN Economic Ministers' Meeting was held in Kuala Lumpur, Malaysia, on September 23, with a focus on the uncertain global trade environment [2] - ASEAN's economy is projected to grow by 4.8% in 2024 and 4.2% in 2025, which is above the global average [2] - The meeting reaffirmed ASEAN's commitment to maintaining a rules-based multilateral trading system and promoting the comprehensive implementation of the Regional Comprehensive Economic Partnership (RCEP) [2] Group 2 - Discussions included progress in ASEAN trade facilitation, investment, digital economy, and sustainable development [2] - Emphasis was placed on strengthening regional supply chain resilience through cooperation [2] - The meeting aimed to advance the realization of the ASEAN Community Vision 2045 [2]

Group 1 - The report highlights that ASEAN countries like Indonesia, Malaysia, Thailand, and Vietnam are becoming popular investment destinations for Chinese enterprises due to rapid economic growth, broad market prospects, and low land and labor costs [1][2] - The main investment objectives for Chinese companies include market expansion, cost reduction, and supply chain diversification, with over 60% of surveyed companies reporting profitability and 80% expressing satisfaction with their investments [1][2] - The survey conducted by PwC involved 30 Chinese enterprises operating in ASEAN, with two-thirds from the manufacturing sector, and revealed that Indonesia, Malaysia, and Thailand are the top three investment destinations, with 67%, 47%, and 40% of respondents operating in these countries respectively [1] Group 2 - Over 70% of Chinese manufacturing enterprises believe that the business environment in their respective ASEAN countries has improved compared to two years ago, with Malaysia, Thailand, and Vietnam showing significant positive trends [2] - More than 80% of Chinese manufacturing enterprises plan to increase their investments in ASEAN over the next three years, indicating sustained high confidence in investing in the region [2] - PwC notes that the continuous improvement of the business environment in ASEAN countries significantly enhances their attractiveness to foreign investors, with various tax incentives available for manufacturing, R&D activities, and regional headquarters establishment [2]