风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 8月26日，国务院以"加快服务贸易创新发展，积极培育外贸发展新动能"为主题，进行第十五次专题学 习。李强指出，要依托我国比较优势，着力提升服务出口的国际竞争力，推动服务出口做大做强。要扩 大优势制造领域生产性服务业出口，引导优质制造企业逐步从产品制造商发展成为综合服务提供商，把 服务出口、货物出口更好结合起来，提升综合附加值。要积极推进新兴领域服务出口，依托人工智能、 生物医药、数字经济等方面创新优势，扩大科研、咨询、电商等服务出口，加快培育发展数字服务贸 易、"人工智能+服务贸易"等新业态新模式。要深入挖掘特色领域服务出口潜力，推动相关领域服务向 专业化、国际化迈进，面向海外需求打造一批优质品牌、精品力作。要进一步放大免签政策效应，吸引 更多外籍人士来华旅行消费，带动更多优质服务出海。（新华社） ...

近日，天津市政府办公厅印发《天津市推动数字贸易创新发展的实施方案》(以下简称《实施方案》)， 提出5方面19项重点任务，促进天津实体经济和数字经济深度融合，塑造对外贸易发展的新动能、新优 势。 在促进数字贸易细分领域发展方面，开发"数字+"服务贸易应用场景，促进数字金融、在线教育、远程 医疗、数字化交付的专业服务等数字服务贸易创新发展；引导服务外包加快数字化转型；引育"来数加 工""数据知识工厂"等数字服务新业态项目，探索"数字保税"新模式。此外，拓展数字技术贸易，发展 数字订购贸易，提升国际贸易数字化水平。 在壮大数字贸易主体和载体方面，发挥天开高教科创园等载体孵化作用，培育一批数字贸易优质企业和 潜力企业；鼓励电商平台、经营者、配套服务商等各类主体做大做强，选育一批有创新能力和影响力的 数字服务企业和出海领军企业。同时，引聚行业优质企业，建强数字贸易载体平台，创建国家服务贸易 创新发展示范区和数字贸易示范区，依托天津经济技术开发区打造国际数字服务港，依托中新天津生态 城开辟数字文化出海渠道，依托天津国家中医药服务出口基地探索远程诊疗、智能诊疗等"中医药+数 字"服务消费新模式。 围绕提升数字贸易开放治理水 ...

Core Points - The 2025 Service Trade Fair will be held at Shougang Park from September 10 to 14, featuring the ICT exhibition as a key highlight focusing on digital service trade and high-tech industries [1][2] - The ICT exhibition will cover approximately 10,000 square meters and attract over 100 offline exhibitors and nearly 300 online exhibitors, including major companies like China Unicom, Alibaba, and international exhibitors from over 10 countries [2][3] - The exhibition will showcase outstanding digital services through special exhibits, including 11 digital products from Beijing's digital economy, emphasizing the city's capabilities in digital technology and service solutions [3][4] Exhibition Details - The ICT exhibition will adopt a "2+5+N" layout, featuring two special exhibition areas, five forums on digital economy and AI, and multiple industry salons and international trade negotiation activities [2] - The "5G Smart Global · Beijing Colorful Travel Service" theme exhibition will create a full-chain experience for international visitors, showcasing 10 experience zones related to 5G applications in various aspects of life [5][6] Digital Economy Insights - In 2024, Beijing's digital economy is projected to exceed 2.2 trillion yuan, with the information software industry generating over 3 trillion yuan in revenue, leading the nation [3] - The exhibition will also highlight the Beijing Digital Economy Enterprise Outbound Innovation Service Base, which aims to support local enterprises in international markets [4]

Group 1 - Japan is facing a significant digital services trade deficit, with a recorded deficit of 3.481 trillion yen in the first half of 2025, highlighting its reliance on foreign tech giants [1] - The digital deficit is projected to triple over the next decade, indicating a growing concern for Japan's international balance of payments [1][2] - In the first half of 2025, Japan's service trade balance showed a surplus of 14.5988 trillion yen, but the digital services deficit of 1.3779 trillion yen nearly offset this surplus [1] Group 2 - The increasing reliance on major US tech companies like GAFA for advertising and cloud services is contributing to Japan's expanding digital deficit [2] - The Ministry of Economy, Trade and Industry estimates that by 2035, Japan's digital deficit could reach 18 trillion yen, which is 2.6 times the projected deficit for 2024 [2] - The Japanese government plans to implement support measures to enhance the competitiveness of domestic digital services and reduce the international balance of payments deficit [3]

Core Insights - China's service trade is steadily growing, with total imports and exports reaching 38,872.6 billion yuan in the first half of 2025, a year-on-year increase of 8.0% [1] - Knowledge-intensive service trade continues to expand, with imports and exports totaling 15,025.4 billion yuan, reflecting a growth of 6.0% [1] - The travel service sector shows the fastest growth, with imports and exports amounting to 10,802.9 billion yuan, a year-on-year increase of 12.3% [2] Group 1: Service Trade Overview - Total service trade reached 38,872.6 billion yuan, with exports at 16,883 billion yuan (up 15.0%) and imports at 21,989.6 billion yuan (up 3.2%), resulting in a trade deficit of 5,106.6 billion yuan, which is a reduction of 1,522.1 billion yuan from the previous year [1] - Knowledge-intensive services saw exports of 8,650.4 billion yuan (up 7.8%) and imports of 6,375 billion yuan (up 3.6%), leading to a surplus of 2,275.4 billion yuan, an increase of 409.2 billion yuan year-on-year [1] Group 2: Sector-Specific Insights - The travel service sector is the largest in service trade, with exports growing by 68.7% and imports by 5.5% [2] - Factors contributing to the growth in travel services include rich tourism resources, improved infrastructure, and enhanced service quality, attracting more foreign tourists to China [2] - The Chinese government is optimizing services for foreign visitors and expanding visa facilitation, which has led to increased travel activity [2] Group 3: Future Development and Recommendations - Experts suggest that innovation in mechanisms should lead the development of service trade, creating a stable trade policy environment and enhancing cooperation with trade partners [2] - There is a call to accelerate the cultivation of new digital service trade formats, including the establishment of international digital service trade demonstration zones and the application of blockchain technology in cross-border payments [3]

Core Viewpoint - Canada has announced the cancellation of its digital services tax to advance broader trade negotiations with the United States, aiming to reach an agreement by July 21 [2][3]. Group 1: Trade Negotiations - Canada will resume trade negotiations with the U.S. following the cancellation of the digital services tax, with a target to finalize an agreement by July 21 [2][3]. - Canadian Prime Minister Carney and U.S. President Trump have agreed to restore negotiations, emphasizing the importance of the agreement for Canadian workers and businesses [3]. - The cancellation of the digital services tax is seen as a significant step towards improving trade relations and creating jobs in Canada [3]. Group 2: Digital Services Tax - The digital services tax was initially proposed by former Prime Minister Trudeau and was set to take effect on June 30, 2024, imposing a 3% tax on certain tech companies [7]. - The tax would apply to companies with global revenues exceeding $833 million and digital service revenues in Canada exceeding 20 million CAD (approximately 1.05 million RMB) [7]. - Major U.S. tech companies like Amazon, Apple, Google, and Uber would have been affected by this tax, leading to strong opposition from the U.S. government [7]. Group 3: U.S.-Canada Trade Relations - Canada is the second-largest trading partner of the U.S., purchasing $349.4 billion worth of U.S. goods and exporting $412.7 billion to the U.S. last year [6]. - Trump's administration had previously threatened to halt trade negotiations due to Canada's digital services tax, indicating the tax's significant impact on bilateral relations [4][5]. - The U.S. has historically viewed Canada's digital services tax as a direct attack on American tech giants, leading to ongoing disputes between the two nations [7].