本次座谈会以"浙商联世界 智能创未来"为主题，旨在以全球浙江商会为纽带，传承浙商精神，让更多优质资源与义乌发展同频共振，共绘合作与发展新篇 章。来自新加坡、加拿大、缅甸、哈萨克斯坦、泰国等国际浙江商会和国内上海、广东、山西、云南、宁夏等地的浙江商会会长、秘书长齐聚一堂，深入义 乌、了解义乌，为义乌高质量发展注入新思路。 座谈会现场 作为东道主，义乌市产业发展促进中心党组成员、副主任方建生围绕市场规模、物流网络、数贸生态等内容推介义乌营商环境。他介绍说，作为"世界小商 品之都"，义乌正以第六代市场全球数贸中心为新起点，加速贸易数字化升级。义乌不只有大市场，更构建了"传统根基稳固、新兴枝干壮大、未来产业萌 发"的现代化产业矩阵，并正以全生命周期服务理念，打造最优营商环境，希望全球浙江商会能在义乌共享发展机遇、共创发展未来。 海外浙商建言：凝聚智慧共拓全球新机遇 在座谈会交流环节，多位海外浙江商会会长结合自身经历与观察，为义乌与浙商未来发展献计献策。 意大利华侨华人友好协商会主席季志海表示，义乌早已不仅是"小商品之都"，更是一个"世界级大超市"，其在信息技术与智能应用领域的领先性令人印象深 刻。他呼吁广大浙商将浙江 ...

Group 1 - The core viewpoint of the article highlights the U.S. government's efforts to impose tariffs on Asian goods while promoting a trade agreement that prevents taxes on digital services from U.S. companies in Malaysia, Cambodia, and Thailand [1][2]. - The agreement ensures that these Southeast Asian countries will not impose taxes on U.S. digital service providers and will not discriminate against U.S. e-commerce, social media, streaming, and cloud storage services [1][2]. - The U.S. aims to balance its trade deficit in goods while maintaining a surplus in service trade, which has raised concerns among other countries regarding fairness [2]. Group 2 - The agreement aligns with a long-term commitment to avoid tariffs on digital services, supporting a World Trade Organization (WTO) agreement that calls for the suspension of electronic transmission tariffs [2]. - Global digital service exports reached over $4.77 trillion last year, growing nearly 10% compared to 2023, which is more than double the growth rate of total goods and services trade [2]. - Digital services trade has become the fastest-growing segment within the approximately $33 trillion global goods and services trade [2].

Core Insights - The World Trade Organization's latest report highlights the complexities and uncertainties facing global trade, predicting a strong performance in the first half of the year but a bleak outlook for the second half and into 2026 [1] Trade Volume and Growth Forecast - Global merchandise trade volume is expected to grow by 2.4% in 2025, with a significant slowdown to 0.5% in 2026, primarily due to trade policy uncertainties [2] - In the first half of 2025, U.S. companies engaged in stockpiling goods in anticipation of rising tariffs, leading to an unexpected surge in imports, particularly in machinery, equipment, and non-durable goods [2] - The short-term boost in global merchandise trade volume, which saw a year-on-year increase of 4.9%, is not sustainable, with North American trade flows expected to negatively impact growth in 2025 and 2026 [2] Artificial Intelligence Trade Growth - Trade in artificial intelligence-related goods saw a year-on-year increase of over 20% in the first half of 2025, significantly outpacing other categories and driving overall trade growth [3] - The growth in AI-related trade is attributed to investments in digital infrastructure and is not limited to developed countries, with emerging markets also playing a crucial role [3] - AI technology is reshaping trade dynamics by enhancing innovation and industrial upgrades, allowing emerging markets to better participate in international trade [3] Service Trade Trends - Global service trade grew by 5% year-on-year in the first half of 2025, a slowdown from previous years, with expectations of continued deceleration due to economic growth slowdowns and geopolitical tensions [4] - Despite current challenges, the long-term outlook for service trade remains optimistic, particularly with the rise of digital services as emerging markets develop economically [4] Trade Policy Impact - Trade policy uncertainties are impacting global trade by affecting corporate investment, consumer spending, and supply chain stability, leading to increased costs [4] - The report emphasizes the need for transparent and coordinated trade policies to enhance business confidence and promote trade investment [5] Recommendations for Trade Development - The report suggests several measures to address current trade challenges, including enhancing policy transparency, coordinating trade policies, and supporting developing countries to improve their trade competitiveness [5] - Promoting digital economy development and green trade initiatives are also highlighted as essential for sustainable global trade growth [5]

Core Insights - Wuhan is experiencing a surge in consumer activity and is enhancing its role as a significant hub for domestic and international trade [6][8][12] Economic Performance - In 2024, Wuhan's total retail sales of consumer goods reached 862.93 billion, ranking among the top ten in the country, with a growth rate that placed it first among 19 sub-provincial cities [9][12] - The city's foreign trade exceeded 400 billion for the first time, with an annual growth rate of 10.5% since the 14th Five-Year Plan, ranking fourth nationally and first in Central China [9][12] - Wuhan's newly signed contracts for foreign engineering projects reached 13.493 billion USD, maintaining the top position in the country for four consecutive years [9][12] Trade and Investment - The city has introduced over 1,000 new stores in the past three years, ranking sixth nationally [10][15] - Cross-border e-commerce has seen an average annual growth of 48.3%, while service outsourcing contract execution has grown by 22% annually [11][15] Exhibition Economy - In 2024, Wuhan hosted 1,060 events, with a total exhibition area of 3.3035 million square meters, marking a significant achievement in the exhibition economy [13] Infrastructure and Logistics - Wuhan has established itself as the second-largest logistics hub in the country, with a comprehensive logistics network that includes rail, water, and air transport [17] Future Development Goals - Wuhan aims to solidify its position as a core hub in the national dual circulation strategy, enhancing its role in both domestic and international markets [18][22]

Core Insights - The State Administration of Foreign Exchange reported that in August, China's goods and services trade reached 42,818 billion yuan, a 2% year-on-year increase, with service trade exports at 2,546 billion yuan and imports at 3,675 billion yuan, resulting in a deficit of 1,129 billion yuan [1] - The development of service trade and service consumption is crucial for stabilizing foreign trade and expanding domestic demand, emphasizing the need for innovation and enhancing the international competitiveness of traditional service industries [1] - Knowledge-intensive service trade, characterized by high added value and technology content, is becoming a key driver for optimizing service trade structure and stabilizing foreign trade, with imports and exports reaching 15,025.4 billion yuan in the first half of the year, a 6% increase [2] Service Trade Development - The service trade sector is expanding and optimizing, driven by digital technology advancements, with knowledge-intensive services accounting for nearly 40% of total service trade [2] - High growth rates in telecommunications, computer, and information services exports, which increased by 12.7% in the first half of the year, reflect the robust development of China's digital economy [2] - Cultural service products such as film, gaming, and design are gaining international recognition, contributing significantly to knowledge-intensive service exports [2] Challenges in Service Trade - Despite growth, challenges remain, including insufficient innovation factor supply, fragmented core technology R&D investment, and a lack of a comprehensive industrial ecosystem to support the deep development of knowledge-intensive service trade [3] - The proportion of knowledge-intensive service trade is rising but still lags behind the global average, indicating a need to strengthen international competitiveness in high-value-added sectors [3] Recommendations for Service Trade Innovation - Continuous promotion of service trade innovation is essential, focusing on enhancing digital infrastructure and core technology innovation to support service trade development [4] - Expanding new business models and service trade formats, such as digital and green service trade, is crucial for fostering innovation and integrating industry chains [4] - Optimizing the regulatory environment and policy framework for service trade, including implementing a negative list for cross-border service trade, will facilitate further opening in sectors like telecommunications, education, and finance [4] Rule Enhancement and Financial Innovation - There is a need to deepen service trade rules, particularly in digital and green service trade, and to actively participate in the formulation of high-standard international trade rules [5] - Establishing a robust cross-border financial service system and developing diverse financial products will create convenience for knowledge-intensive service imports and exports [5]

Market Overview - On September 26, the market continued its recent trend of low-volume consolidation, with the Shanghai Composite Index down 0.65%, the Shenzhen Component down 1.76%, and the ChiNext Index down 2.60%[3] - Since reaching a new high of 3899 on September 18, the market has been consolidating around the 5-day moving average, indicating a potential choice of direction ahead[1] Sector Performance - The sectors that saw the most significant inflows on September 26 were passenger cars, auto parts, and wind power equipment, while the largest outflows were from consumer electronics, IT services, and communication equipment[4] - The shipbuilding industry, which has experienced a significant pullback, is highlighted as a potential short-term rebound opportunity[1] Economic Indicators - The petrochemical industry is projected to achieve an average annual growth of over 5% in value added from 2025 to 2026, as per a plan issued by seven government departments[5] - China's digital service trade reached 1.5 trillion yuan in the first half of 2025, marking a year-on-year growth of 6%[9] Fund Dynamics - The stock private equity position index reached a year-to-date high of 78.41%, reflecting a 0.37 percentage point increase from the previous week, indicating a growing optimism among private equity firms[12] - A new private equity fund with a total scale of 20 billion yuan was established in Qingdao, marking a significant development in the insurance private equity sector[11]

Core Insights - China is committed to expanding high-level opening-up and enhancing service trade quality through innovative measures and international cooperation [1][4][5] Summary by Sections Basic Connotation and Development Trends - Service trade is characterized by the exchange of services across borders, playing a crucial role in global trade and economic cooperation [2] - The global service trade is projected to reach $8.69 trillion in 2024, with a year-on-year growth of 9% [2] - Digital services trade is expected to grow to $4.64 trillion in 2024, increasing by 8.3% [2] - Institutional openness is driving service trade by reducing transaction costs through regional economic cooperation [2] Current Status of China's Service Trade - China's service trade imports and exports reached 45,781.6 billion yuan in the first seven months of this year, growing by 8.2% [3] - Knowledge-intensive service trade is expanding, with its share nearing 40%, indicating a competitive edge in digital economy and information services [3] - The China International Fair for Trade in Services (CIFTIS) has become a significant platform for international cooperation, attracting participation from over 70 countries and nearly 2,000 enterprises [3] Real Needs and Imperative Choices - Service trade is essential for building a strong trade nation, requiring innovation in systems, models, and industries to overcome existing challenges [4] - There is a notable trade deficit in traditional service sectors, highlighting the need for improvement in knowledge-intensive services [4] Innovation and Development Strategies - Expanding high-quality service imports and promoting high-end service exports are crucial for enhancing international competitiveness [6] - New technologies like blockchain and AI are transforming service trade, improving transparency and efficiency in cross-border transactions [6][8] - The integration of service trade with high-end manufacturing is encouraged to enhance product value and competitiveness [8] Green Development and Institutional Openness - Developing green service trade is a priority, aligning with global sustainability goals and enhancing China's international responsibility [6][9] - Strengthening rule alignment and regulatory coordination is vital for advancing service trade, with a focus on high-standard international economic rules [9] Pathways and Future Prospects - A comprehensive approach combining strategic design and tactical measures is necessary to boost service trade scale, structure, and efficiency [7] - Fostering new growth areas in human resources, education services, and service outsourcing is essential for enhancing international competitiveness [7][8]

Core Points - China is committed to expanding high-level opening-up and enhancing service trade quality through innovation and international cooperation [1][4][5] Summary by Sections Basic Connotation and Development Trends - Service trade is characterized by the exchange of services across borders, playing a crucial role in global trade structure upgrades [2] - The global service trade is projected to reach $8.69 trillion in 2024, with a year-on-year growth of 9% [2] - Digital services trade is expected to grow to $4.64 trillion in 2024, increasing by 8.3% [2] - Institutional openness is driving service trade by reducing transaction costs through deeper regional economic cooperation [2] Current Situation and Future Needs - China's service trade has seen a total import and export value of 45,781.6 billion yuan in the first seven months of this year, marking an 8.2% increase [3] - Knowledge-intensive service trade is growing steadily, with its share nearing 40% of total service trade [3] - The China International Fair for Trade in Services (CIFTIS) has become a significant platform for international cooperation, with participation from over 70 countries and nearly 2,000 enterprises [3] - Continuous improvements in openness through free trade zones and other initiatives are providing institutional support for high-quality service trade development [3] Innovation and Development Pathways - There is a pressing need to innovate and enhance service trade to address existing trade deficits, particularly in traditional service sectors [4][6] - The integration of digital technologies like blockchain and AI is transforming service trade, enhancing efficiency and security [6][8] - The development of green service trade is essential for sustainable growth, aligning with global environmental goals [6][9] - A strategic approach is required to create new growth points in service trade, focusing on sectors like education, finance, and consulting [7][8] Conclusion - The advancement of service trade is vital for establishing a robust open economy and supporting China's modernization efforts [9]

Core Insights - The provincial government is committed to consolidating and expanding the positive momentum of economic recovery, emphasizing the importance of high-quality development and the need to implement central government policies effectively [1] Group 1: Economic Stability and Growth - The provincial economy has shown resilience and potential for growth despite external pressures, with a focus on stabilizing employment, businesses, markets, and expectations [1] - There is a strong emphasis on expanding consumption and stabilizing investment, particularly in commercial and large commodity consumption, while also promoting service consumption [2] Group 2: Foreign Trade and Investment - Efforts will be made to stabilize foreign trade and foreign investment, including hosting international trade promotion activities and diversifying market access [2] - The government aims to leverage platforms like China-Central Asia trade cooperation and cross-border e-commerce to attract quality foreign investment [2] Group 3: Technological and Industrial Innovation - The integration of technological and industrial innovation is a priority, with support for leading tech companies to collaborate across the industry and academia [2] - There is a focus on advancing artificial intelligence applications and nurturing future industries to enhance technological advantages and market position [2] Group 4: Urbanization and Rural Revitalization - The government plans to promote new urbanization and comprehensive rural revitalization, addressing challenges in urban renewal and agricultural production [2] - Initiatives will include enhancing urban infrastructure and marketing agricultural products to boost rural economies [2] Group 5: Employment and Safety - Employment support programs and safety measures will be implemented to mitigate risks in key sectors, particularly during the upcoming holiday periods [2]

Core Insights - Artificial intelligence is reshaping the entire digital trade value chain and significantly impacting the global digital services trade landscape [1][15] - The global digital services trade is projected to reach $4.64 trillion in 2024, reflecting an 8.3% growth [2] - Digital services trade now accounts for 53.4% of global services trade, although it has slightly decreased from 53.8% in 2023 due to a strong recovery in tourism services [2][3] Digital Services Trade Growth - The global digital services trade has shown resilience and potential for long-term growth, with a 64.7% increase from 2019 to 2024, outpacing goods trade growth of 28.5% [1][2] - The share of digital services in global services trade has increased by 8.8 percentage points since 2019 [1] Country Rankings and Export Dynamics - The top ten countries in digital services trade remained unchanged in 2024, with the United States leading, followed by Ireland, the United Kingdom, and others [6] - The U.S. accounts for 15.3% of global digital services exports, while ASEAN countries collectively represent only 6% [7] E-commerce and Sector Performance - Global B2C cross-border e-commerce is expected to reach $1.167 trillion in 2024, growing by 22.2% [8] - ICT services, financial services, and intellectual property fees are the high-growth segments within digital services, collectively accounting for 52.8% of the sector [8] China's Digital Services Trade - China's digital services trade is projected to reach $385.76 billion in 2024, growing by 5.2% [9][13] - Digital services account for 36.7% of China's service trade, indicating significant room for growth compared to the global average of 53.4% [9][13] Sector Contributions and Trends - In China, ICT services dominate the digital services trade, contributing 59.7% to growth, with computer services showing strong international competitiveness [13] - The personal entertainment sector in China has seen remarkable growth, with exports increasing by 37.5% [14] Impact of Artificial Intelligence - The report highlights the transformative role of artificial intelligence in enhancing global trade across various dimensions [15]