以下文章来源于中国宏观经济论坛 CMF ，作者梁明 中国宏观经济论坛 CMF . 创立于2006年，由中国人民大学国发院、经济学院、中诚信国际信用评级有限公司联合主办。依托人大经济学一级学科排名全国第一的优秀研究力量，诚 邀社会知名专家，集中从事中国宏观经济动态和重大经济问题研究，定期发布分析与预测报告。 文/ 商务部对外贸易研究所所长 梁明 "十五五"时期是中国式现代化建设承上启下的关键阶段，系统性、准确地 研判这一时期的全球化形势，显得格外重要。基于当前我们对"十五五"时 期全球化形势的深入研究，我将围绕全球化新形势、世界贸易增速是否低 于经济增速、"十五五"时期国际市场需求是否会出现明显放缓、中国经济 增长新动能以及相关政策建议等问题，进行分析与探讨 。 "十五五"时期的全球化形势，是机遇还是挑战？ 关于"十五五"时期的外部环境，我们的规划建议中已有清晰论述。在"十五五"时期，我们的发展既有有利的因素也有不利的环境。总体来看，我认为有利 的因素主要是两点：首先，新一轮科技革命和产业变革正在加速突破，这为全球经济增长提供了新的技术引擎；其次，我国运筹国际空间、塑造外部环境 有利因素的能力正在增强，这将为我 ...

Group 1 - The Dutch government has decided to suspend its intervention in Anshi Semiconductor, which is seen as a constructive measure to ease tensions between China and the Netherlands [2][5] - Anshi Semiconductor holds a significant position in the global discrete semiconductor market, accounting for 13% of the market share, and serves major automotive clients like BMW and Volkswagen [2] - The initial intervention by the Dutch government led to severe disruptions in the global automotive supply chain, with General Motors shutting down three production lines and Toyota experiencing a 40% delay rate in European orders [2][3] Group 2 - The Chinese government has engaged in multiple rounds of consultations with the Netherlands, emphasizing the need for stability in the global semiconductor supply chain [4] - The Dutch Minister of Economic Affairs, Karremans, indicated that the decision to stop intervention is a "friendly signal" and aims to restore control of Anshi Semiconductor back to Chinese enterprises [5] - Despite the suspension of intervention, there are indications that the Dutch government retains the option to reinstate these measures in the future [7] Group 3 - The situation reflects the broader dynamics of small countries getting involved in the geopolitical struggles of larger nations, as seen with the Netherlands following the U.S. lead in export controls [8] - The U.S. is reportedly reconsidering its stance on imposing a 100% tariff on imported semiconductors, influenced by concerns over inflation and the potential impact on the supply chain [9] - The U.S. heavily relies on global supply chains for semiconductors, with 62% of its imports coming from China, highlighting the interconnectedness of the semiconductor industry [9][11]

人民财讯11月17日电，据财政部消息，第四次中德高级别财金对话联合声明提到，双方承诺将维护国际 及多边合作，反对单边主义和贸易保护主义，支持二十国集团(G20)发挥国际经济合作主要论坛作用。 双方致力于落实历次G20峰会及财长和央行行长会议等各项会议共识，将共同推动G20在加强宏观经济 政策协调、推进国际金融机构改革、维护金融稳定、推动可持续发展及数字经济等领域加强合作。 ...

Domestic News - The national express delivery business volume in China has exceeded 50 billion packages this year, 18 days earlier than in 2024, driven by effective consumer promotion policies and a stable growth in the consumption market [1] - The Ministry of Commerce held a video call with the WTO Director-General to discuss issues such as the US's imposition of "reciprocal tariffs" and the maintenance of the multilateral trade system [1] - Extreme wind weather was reported in Beijing, with 296 monitoring stations recording winds of 9 levels or above, and 109 stations recording winds of 10 levels or above [1] International News - The IMF approved a financing package of $20 billion for Argentina, with the first disbursement of approximately $12 billion to be made immediately [5] - Argentina will implement a floating exchange rate system starting April 14, with a range of 1 USD to 1000-1400 Argentine pesos, adjusting monthly within a 1% range [5] - The euro reached a three-year high against the dollar, trading at 1.1473 USD per euro, amid concerns over the US's fluctuating tariff policies [6]