《通知》还对本国产品相关成本核算的基本规则和争议处理等作了规定。 另据央视新闻报道，业内人士表示，政府采购中本国产品标准及相关政策的出台，是完善政府采购制度的重要举措，也是落实政府采购领域外资企业国民待 遇的务实行动，彰显了中国进一步优化营商环境，吸引外商投资的决心。 在政府采购活动中，给予本国产品相对于非本国产品20%的价格评审优惠。 据新华社，日前，国务院办公厅印发《关于在政府采购中实施本国产品标准及相关政策的通知》（以下简称《通知》），自2026年1月1日起施行。 《通知》 旨在构建统一开放、竞争有序的政府采购市场体系，完善政府采购制度，保障各类经营主体平等参与政府采购活动。 《通知》明确，政府采购中的本国产品标准，是指产品在中国境内生产，且产品的中国境内生产组件成本占比达到规定比例要求，对特定产品还要求其关键 组件、关键工序在中国境内生产、完成。 该标准适用于政府采购货物项目和服务项目中涉及的货物。 在政府采购活动中，给予本国产品相对于非本国产品 20%的价格评审优惠。 中华人民共和国缔结或者共同参加的国际条约、协定对政府采购中本国产品政策另有规定的，按照有关条约、协定执行。 《通知》提出，自本通知施 ...

Core Points - The State Council meeting emphasized the importance of establishing domestic product standards and related policies in government procurement to enhance the procurement system and ensure fair competition for all business entities [2][5]. Group 1: Government Procurement Standards - The introduction of domestic product standards aims to clarify the definition of "domestic products," which previously lacked uniformity, leading to ambiguity in practice [3]. - The standards will require products to be produced within China, with specific cost ratios for components and localization of key components and processes [3][4]. - A 20% price evaluation preference will be granted to domestic products compared to non-domestic products in government procurement activities [4]. Group 2: Impact on Foreign Enterprises - The new policies will ensure that foreign enterprises producing in China are treated equally, thus enhancing their confidence and encouraging more multinational companies to invest in China [5][6]. - This approach aligns with international trade rules and aims to stabilize foreign investment by reducing concerns about "invisible discrimination" [5]. Group 3: Supply Chain and Technological Innovation - The policies are designed to enhance supply chain security and resilience by promoting localization of critical components and processes [6]. - By leveraging government procurement as a demand-side tool, the policies aim to guide resources towards high-end manufacturing and strategic emerging industries, fostering technological innovation and industrial upgrading [6].

Core Viewpoint - The recent government procurement policy changes in China aim to implement domestic product standards, marking a significant step towards institutionalization and standardization of the procurement system [1][3]. Group 1: Policy Implementation - The State Council meeting on September 19 emphasized the importance of establishing domestic product standards and related policies in government procurement as a crucial measure to enhance the procurement system [1]. - The Ministry of Finance plans to solicit public opinions on the draft notice regarding domestic product standards and implementation policies in government procurement by December 2024 [3]. Group 2: Market Impact - The new policies are expected to have a profound impact on the government procurement market, which exceeds 30 trillion yuan, growing from 100.9 billion yuan in 2002 to 3.6399 trillion yuan in 2021, with its share of fiscal expenditure increasing from 4.6% to 10.1% [4]. - In 2023, the national government procurement scale was reported at 3.39296 trillion yuan, indicating a slight decline in recent years [5]. Group 3: Classification and Transition - The meeting proposed a reasonable classification approach to set domestic product standards, suggesting that specific requirements for key components and processes will be established based on industry characteristics, rather than a one-size-fits-all domestic production ratio [5]. - The policy will include a transition period to support enterprises in preparing for industrial layout and investment plans, with varying durations based on industry complexity [6]. Group 4: Fair Competition - The emphasis on equal treatment for all business entities, including state-owned, private, and foreign enterprises, aligns with the goal of ensuring fair competition in the procurement process [6]. - The establishment of clear domestic product standards is seen as a prerequisite for fair treatment of foreign enterprises, reflecting China's commitment to optimizing the business environment [6]. Group 5: International Context - The new procurement policy is part of China's broader reform and opening-up strategy, reflecting both the need to safeguard national economic security and a commitment to expanding openness [6]. - Similar standards for domestic products in government procurement are already established in major developed countries, such as the U.S. with the "Buy American Act" [6]. Group 6: Future Outlook - The implementation of these policies is expected to lead to a more standardized, transparent, and open government procurement market in China [7].

Core Insights - The Hang Seng Index closed down 304 points or 1.18% at 25,524, with significant selling pressure in the A-shares market contributing to the decline [3] - Among 85 blue-chip stocks, 66 declined while 18 rose, indicating a mixed performance in the market [4] - Domestic demand stocks showed strength, with notable gains in companies like Master Kong (00322) up 3.4% and Mengniu Dairy (02319) up 1.9% [4] Economic and Industry Dynamics - Hong Kong's exports in July increased by 14.3% year-on-year, surpassing expectations, with total export value reaching HKD 446.3 billion [7] - The import value for July also rose by 16.5% year-on-year, totaling HKD 480.4 billion, leading to a tangible trade deficit of HKD 34.1 billion [7] - The Investment Promotion Agency is actively working to attract high-quality technology companies to Hong Kong, emphasizing its role as an international financial center [8] Company News - Qingdao Beer (00168) reported a 7.2% increase in mid-year profit to RMB 3.904 billion, with revenue rising by 2.11% to RMB 20.491 billion [11] - Lingbao Gold (03330) announced a significant profit increase of 335% to RMB 664 million, with revenue up 82.02% to RMB 7.793 billion [12] - Zijin Mining (02899) reported a 54% increase in mid-year profit to RMB 23.292 billion, with revenue rising by 11.5% to RMB 167.711 billion [14]

Group 1 - The 25th China International Investment Trade Fair (CIFIT) will be held from September 8 to 11 in Xiamen, focusing on "Investing in China," "Chinese Investment," and "International Investment" [1] - The event will see participation from nearly a hundred executives from multinational companies and heads of international investment institutions, indicating China's significant investment potential despite global economic challenges [1] - The theme "Investing in China is Investing in the Future" reflects China's comprehensive advantages, including its vast market, efficient supply chain, and opportunities from the new technological revolution and industrial transformation [1] Group 2 - The Chinese government is committed to expanding its openness, with pilot programs in sectors like telecommunications and biotechnology already showing positive progress [2] - Efforts are being made to enhance open platforms, including the implementation of free trade zone strategies and reforms in national economic development zones to boost foreign investment [2] - The Ministry of Commerce is actively addressing foreign enterprises' concerns through regular roundtable meetings, having resolved over 1,500 issues since last year, ensuring a fair competitive environment for both domestic and foreign companies [2]