21世纪经济报道记者 唐婧 北京报道 10月27日下午，以"创新、变革、重塑下的全球金融发展"为主题的2025金融街论坛年会在京开幕。会 上，中国人民银行副行长、国家外汇管理局局长朱鹤新发表讲话。 朱鹤新表示，近年来，面对疫情冲击、地缘摩擦、单边和保护主义抬头等多重挑战，全球经贸活动展现 出较强韧性。世界银行数据表明，2019—2024年全球贸易总额年均增长5.4%，较上个五年提高4.6个百 分点。今年以来，在错综复杂形势下，全球贸易依然较快增长。根据联合国最新预测，今年全球贸易有 望超33万亿美元，创历史新高。这种韧性的背后，是科技驱动和开放合作两大关键力量。 一方面，新一轮科技革命和产业变革深入推进，为全球经贸注入新动能。人工智能爆发式发展，半导体 贸易快速增长，集成电路年贸易额突破万亿美元大关。全球绿色贸易迅速崛起，新能源年贸易额从十年 前的百亿美元扩大到近三年的千亿美元，上升了一个量级。数字经济蓬勃发展，催生跨境电商等贸易新 业态，带动服务贸易快速增长，2024年全球数字服务出口规模比十年前翻了一番。 党的二十届四中全会提出，扩大高水平对外开放，开创合作共赢新局面。稳步扩大制度型开放，维护多 边贸易体 ...

网传淘宝将上线微信小程序并支持免密支付 最近势头正猛的阿里，任何消息都牵动着市场的情绪。 近日，市场流传一则重磅消息：阿里巴巴集团与腾讯旗下微信正就一项深度合作展开磋商。 根据传闻，合作核心方向为淘宝计划在微信生态内上线官方小程序，这意味着用户无需跳转外部链接， 即可在微信环境中直接完成商品浏览、下单乃至支付的全流程闭环交易。 作为合作的对等条件，淘宝或将向微信支付开放"免密支付"功能。此举被普遍认为将显著优化用户在跨 平台交易中的支付体验，减少操作步骤，进而有望提升整体交易转化效率。 图源：小红 书 若上述合作最终落地，将标志着中国互联网行业两大核心生态——阿里电商生态与微信社交生态，首次 在核心交易链路上实现"双向打通"。 这一突破背后，是微信向淘宝开放其超12亿月活用户的超级流量入口，而淘宝则需让渡部分支付环节的 主导权，打破此前电商交易与社交流量、支付工具间的壁垒。 不过，当前合作仍存在多重不确定性。 图源：IT之 例如，双方在数据权限共享边界、交易分佣机制设定、交易风险防控责任划分，以及用户隐私保护标准 等核心条款上，尚未对外披露具体细节。 尤其值得关注的是"免密支付"功能，其直接涉及用户资金安全与 ...

Digital Empowerment - The establishment of the first domestic 10,000-card computing power cluster in Qingyang in 2024, with a computing power scale exceeding 50,000 P, ranking among the top in the country in terms of growth rate, increment, and intelligent computing proportion [4] - Qingyang is driving computing power construction through multiple industries and scenarios, gathering artificial intelligence ecosystems and expanding "AI+" new industries and scenarios, fostering new productive forces [6] Open Leadership - In the first quarter, Tianjin's container throughput exceeded 5.71 million standard containers, setting a historical record, contributing significantly to the city's GDP growth of 5.8%, which is above the national average [10][11] - Tianjin Port has engaged with over 500 key enterprises in the Beijing-Tianjin-Hebei region and inland areas, completing nearly 100 contracts, enhancing the integration of domestic and foreign trade [10] Innovation Breakthrough - Jiangxi Lanwei Electronics Technology Co., Ltd. has successfully broken the foreign monopoly on insulation bonding wires through continuous R&D investment, achieving domestic substitution [17] - The company’s advancements in micro-level bonding wires are pivotal in the context of global chip competition, showcasing the importance of fine technology breakthroughs [17] Intelligent Manufacturing Upgrade - The precision of domestic CNC machine tools has been significantly improved, with Jiangxi Jiasite CNC Co., Ltd. achieving a full-process precision of 0.6 microns and a repeat positioning precision of 0.4 microns, reaching international leading levels [22] - The shift from reliance on imports to self-sufficiency in high-precision machine tools marks a significant advancement in China's high-end equipment industry [22] Overall Economic Development - The comprehensive layout of digital infrastructure, high-level openness, continuous breakthroughs in key technologies, and accelerated construction of a modern industrial system indicate that China's economy is steadily advancing on the path of high-quality development driven by innovation and openness [24]

Core Insights - The 137th China Import and Export Fair (Canton Fair) showcased China's manufacturing strength, with nearly 290,000 foreign buyers attending, a 17.3% increase year-on-year, and an intention to export worth $25.44 billion, up 3% [1][2][12] - The fair highlighted the resilience of the Chinese economy and its ability to adapt to global changes, emphasizing that openness is the key to mutual benefit [1][12] Group 1: Attendance and Participation - Over 28.89 million foreign buyers attended the fair, with a record 376 multinational purchasing companies participating [2][7] - The fair attracted 140 business organizations, marking a 17.6% increase in participation [2] Group 2: Product Showcase and Innovation - More than 4.55 million products were displayed, including 1.02 million new products, with a significant focus on high-tech and quality development [1][2] - The fair featured over 1,100 companies in intelligent product sectors, showcasing 320,000 smart products, indicating a strong emphasis on technology [3] Group 3: Design and Aesthetics - The fair introduced innovative products that blend Eastern aesthetics with international fashion, showcasing a strong cultural confidence [4] - The CF Award recognized 65 products from 51 Guangdong enterprises, highlighting the importance of industrial design in China's manufacturing upgrade [5] Group 4: Sustainability and Green Products - A total of 880,000 green and low-carbon products were displayed, reflecting China's commitment to sustainable development [6] - Companies like Guangdong Haomei New Materials emphasized their green certifications and energy-efficient products, aligning with global sustainability trends [6] Group 5: Market Dynamics and Trade Relations - Countries involved in the Belt and Road Initiative accounted for over 60% of the fair's transaction volume, indicating their role as key purchasing forces [7] - The fair facilitated 1,206 trade promotion activities, helping businesses navigate market trends and foster connections [7][12] Group 6: E-commerce and Domestic Market Expansion - Companies are leveraging e-commerce to expand their domestic market presence, with initiatives like live streaming at the fair to engage consumers [10][11] - Platforms like JD.com and Meituan are supporting foreign trade enterprises in transitioning to domestic sales, enhancing their market reach [11] Group 7: Digital Transformation and Future Outlook - The fair's digital expansion included participation from approximately 527,000 foreign buyers online, with a total of 4.37 million visits to exhibitor stores [12] - The Canton Fair continues to adapt to external challenges, maintaining its significance in global trade and showcasing the innovative capabilities of "Made in China" [12]

Group 1: International Participation and Investment Confidence - The China Development Forum 2025 attracted over 750 foreign representatives, with 17 multinational companies attending for the first time, marking a historical high [4] - Many international investors are optimistic about the Chinese economy and assets, as highlighted by the participation of major companies like Apple and Mercedes-Benz [4][5] - The American Chamber of Commerce reported that 53% of U.S. companies plan to increase investments in China by 2025, indicating a slight increase in confidence compared to the previous year [6] Group 2: Technological Innovation and Economic Growth - The AI model Deep-Seek has significantly enhanced global perceptions of China's technological innovation capabilities, contributing to a reevaluation of Chinese asset values [2][3] - China's R&D investment exceeded 3.6 trillion yuan (approximately 500 billion USD) last year, reflecting a strong focus on enhancing industrial capacity and global competitiveness [3] - The International Monetary Fund (IMF) suggests that comprehensive reforms aimed at boosting consumption and productivity could increase China's potential economic growth rate by about 1 percentage point annually [3] Group 3: Global Economic Context and Cooperation - The theme of the forum was "Fully Release Development Momentum and Promote Global Economic Stability," emphasizing the importance of cooperation and dialogue [5] - Despite rising protectionism globally, China remains a crucial partner for many countries, with ongoing opportunities for collaboration highlighted by various industry leaders [6][7] - The founder of TCL emphasized that globalization has helped the company navigate trade barriers, with nearly half of its revenue coming from overseas in 2024 [6]