2025年，商务部按时办结1020件建议提案，包括584件建议和436件提案。采纳代表委员意见建议161 条，借鉴出台政策措施46项。商务部2025年牵头办理了"创新多元化消费场景"这一全国人大重点督办建 议。 商务部副部长鄢东介绍，2025年，商务部结合办理相关建议提案，把促消费和惠民生结合起来，推进实 施提振消费专项行动，持续释放消费潜力。消费对经济增长的贡献率达52%，比上年提高5个百分点。 2025年，全国社会消费品零售总额首次突破50万亿元；消费品以旧换新带动相关品类销售额2.61万亿 元，惠及3.66亿人次。2025年，全国服务零售额同比增长5.5%，全国网上零售额同比增长8.6%；新能源 乘用车零售量增长17.6%，市场渗透率53.9%。 2025年我国发展面临的外部风险挑战明显上升，多位代表委员围绕促进外贸提质增效提交了建议提案。 2025年，货物和服务净出口对经济增长贡献率达到32.7%。全国货物进出口额首次突破45万亿元，连续 9年保持货物贸易第一大国地位。市场更加多元，对共建"一带一路"国家进出口额23.6万亿元，占进出 口总额51.9%。产品结构进一步优化，高技术产品出口额5.25万亿 ...

对可能影响未成年人身心健康的网络信息进行分类；规定过期食品、无标签预包装食品等禁止通过直播间售卖；明确可向旅游投诉处理机构 投诉的事项……2026年3月起，这些新规施行，将影响你我生活。 《自播电商经营者洛头赏品女主 主体责任监督管理规定》 2026年3月20日起施行 新修订的《中华 人民共和国 对外贸易法 2026年3月1日起施行 对国家主动对接国际高标准经贸规则、积极 参与国际经贸规则制定等作出规定,并将跨 境服务贸易负面清单管理制度、支持和促进 对外贸易新业态新模式发展、支持和鼓励发 展数字贸易上升为法律制度。此外,明确国 家加强与对外贸易有关的知识产权保护,提 升对外贸易经营者知识产权合规水平和风险 应对能力;建立贸易调整援助制度,稳定产 业链供应链等。 新修订的《中华人民共和国 2026年3月1日起施行 加强涉外法治建设，提高我国仲裁公信力 和国际竞争力。其中规定,仲裁活动可以 通过信息网络在线进行,但当事人明确表 示不同意的除外;仲裁活动通过信息网络 在线进行的,与线下仲裁活动具有同等法 律效力；国家支持仲裁机构加强与境外仲 裁机构和有关国际组织的交流合作,积极 参与国际仲裁规则的制定等。 可能影 ...

太平洋证券研报指出，小商品城依托义乌全球最大小商品集散中心，从"市场运营商"加速升级 为"数智外贸基础设施平台"，成长路径由单一租金资产重塑为"实体市场+数字贸易+跨境金融+进口枢 纽+全球物流"多轮驱动的综合贸易服务商。公司业务四大板块中，市场经营和商品销售构成收入底 盘。在行业层面，全球贸易增速换挡与供应链再布局使义乌式专业市场从"卖场"演化为"订单重组和制 度接口"的外贸基础设施。中期看数字化贸易与跨境支付驱动估值重构，长期增长极来自进口枢纽与国 贸综改。给予"买入"评级。 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

2026 年 02 月 25 日 公司深度研究 买入/维持 小商品城(600415) 目标价: 昨收盘:15.02 小商品城深度报告：锚定数贸枢纽 贸易综合服务筑长期价值 走势比较 (10%) 8% 26% 44% 62% 80% 25/2/25 25/5/8 25/7/19 25/9/29 25/12/10 26/2/20 小商品城 沪深300 股票数据 总股本/流通(亿股) 54.84/54.84 总市值/流通(亿元) 823.63/823.63 12 个月内最高/最低价 (元) 23.4/11.71 相关研究报告 投资建议：预计 2025-2027 年小商品城将实现营业收入 203.75/ 267.99/344.55 亿元，同比增速分别为 29.47%/31.53%/28.57%;归母净利 <<小商品城 2025Q3 点评：三季度业 绩超预期 增长动能强劲>>--2025- 12-06 证券分析师：王湛 电话： E-MAIL：wangzhan@tpyzq.com 分析师登记编号：S1190517100003 报告摘要 小商品城依托义乌全球最大小商品集散中心，从"市场运营商"加速 升级为"数智外贸基础设施 ...

"粤企出海"服务资源库突出精准、便捷、动态更新三大特点，涵盖10大类资源，包括26个省市商务系统 对口服务部门，近300家外国驻粤使领馆和我国驻外经商机构，120多家境内外服务站和省内重点商协 会，超300家法律、金融等各类专业服务机构；同时配套12个"出海"线上服务平台，超300场的"出海"服 务活动和海外展会资源，助力企业在全球市场行稳致远。 张劲松表示，广东发展数字经济与贸易新业态兼具基础与潜力。广州、深圳成功创建国家级人工智能创 新应用先导区和创新发展试验区，培育了华为、大疆、腾讯、希音等领军企业，在通信、智能终端、互 联网、供应链等领域重塑全球竞争格局。 （文章来源：21世纪经济报道） 2月24日，节后开工首日，广东举办全省高质量发展大会。在"数字经济与贸易新业态"分会场上，广东 省商务厅厅长张劲松介绍了广东在数字经济与贸易新业态的发展实践，并在现场推介"跨境电商稳规模 扩增量5条"、2026年中国（广州）跨境电商交易会及"粤企出海"服务资源库。 张劲松表示，面向未来，生成式AI将重塑国际贸易全链条，交易效率有望指数级提升，广东有信心保 持对外贸易持续增长。他在现场还推介了"跨境电商稳规模扩增量5条 ...

专题：资本市场大咖2026新春献词：骏马踏春来 驭势稳行启新程 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作者：申万宏源研究零售社服团队 张蕴达 数贸中心不仅是一个新市场，更是义乌未来"1+3+N"发展战略的落地场景：据义乌发布和中国一带一路 网，"1"指布局1个高能级数贸港，其中包括数贸展示、数据交易、新品发布三个中心，真正实现用数据 和云服务赋能商品贸易；"3"指Chinagoods、义支付、智捷元港3个数贸平台，为全球贸易商提供一站式 贸易服务，并深度融合世界义乌AI商贸大模型，当前已推出小商AI设计、小商AI视创、AI视频翻译等 13项AI应用；"N"指构建N项数字赋能场景，加速数字科技与市场贸易深度融合，数字化赋能小商品贸 易全链路。 局；资料来源：义乌发布公众号，申万宏源研究 图1：《鸡毛飞上天》 暮色四合时，高铁穿过金衢盆地的薄霭，家乡义乌的灯火在远方次第亮起，像无数颗被点亮的星子散落 在浙中大地。工作后虽因各种原因频繁出差归家，却仍跟不上这片土地上的日新月异。义乌江水静静流 淌，耳畔不再是货郎担的摇铃声，而是国际商贸城永不落幕的喧嚣，是保税仓里机械臂的精准律动， ...

来源：环球网 当成龙与莱昂纳尔·里奇在2026年央视春晚舞台上携手唱响《We are the world》，旋律跨越山海，落在 义乌这片充满活力的土地上——中外文化相汇交融，新年气象扑面而来。8分钟的春晚义乌分会场演 绎，不仅成为马年春晚的高光时刻，更以一场融合商贸活力、文化包容与全球联结的视听盛宴，让"世 界义乌"的身影闪耀全球视野。 "中国正逐渐掌握软实力。它通过一首史上最具标志性的团结颂歌，向世界传递友谊的讯息，这首歌瞬 间就能被全世界理解。怀旧的力量无可比拟"。 图源/社媒 全球关注背后，是义乌实打实的发展底气：2025年，义乌进出口总额突破8365亿元，跨境电商进口超1 亿单；每天活跃在义乌的外商超3万人，在册外资经营主体超1.1万户；中欧班列"义乌号"开行量持续攀 升，打通亚欧商贸物流大动脉；全球数字贸易中心正式启用，数字贸易平台交易额再创新高，让"买全 球、卖全球"的效率不断提升。春晚舞台上的每一帧画面，都是义乌日常发展的真实缩影；镜头里的每 一份活力，都是这座城市与世界深度联结的鲜活证明。 数字背后，是一个个鲜活的人在走近义乌。一句"Hello，Yiwu"之后，他们会遇到一个怎样的义乌—— 这 ...

Industry Overview - The global humanoid robot market is expected to see a shipment of approximately 17,800 units by 2025, representing a year-on-year growth of 508%, with a market sales value of around $440 million [1] - Chinese manufacturers dominate the market, with Zhiyuan Robotics and Yushu Technology shipping about 5,000 units combined, leading the industry [1] - The commercial application of humanoid robots is primarily focused on entertainment, education, and data collection [1] Digital Trade - China's digital service trade surplus is projected to double by 2025, reaching approximately $33 billion, driven by the expansion of cloud computing and AI sectors [2] - The surplus in telecommunications, computer, and information services is expected to be around $31.8 billion, with a year-on-year increase of nearly 30% [2] - Major Chinese tech companies like Alibaba and ByteDance are establishing robust overseas business systems in e-commerce, gaming, and social networking [2] E-commerce and Logistics - Taobao's overseas sales during the New Year festival increased by over 40% compared to the previous year, with significant growth in pet and automotive accessories [3] - JD.com has launched its self-built logistics network, JoyExpress, in Europe, covering major cities and offering same-day and next-day delivery services [7] - Cainiao has initiated Spring Festival logistics guarantees, providing rapid delivery services across over 200 cities in China [8] Automotive Industry - BYD has officially entered the Egyptian market, aiming for overseas sales of 1.3 million units by 2026, a nearly 25% increase from the previous target [6] - AITO Wenjie has partnered with Abu Dhabi Motors to enter the UAE market, marking a significant step in its global strategy [9] - The collaboration between Tencent and Uber expands Tencent's ride-hailing service to over 20 countries, enhancing user accessibility [10] Strategic Partnerships - Midea Group has signed a strategic agreement with CMA CGM to enhance cross-border logistics and technology innovation between China and the U.S. [13] - Temu has partnered with DEKRA to improve compliance and safety standards for electronic products on its platform [11][12] - Miaokelando has collaborated with SADAFCO to explore the children's cheese snack market in Saudi Arabia, leveraging local distribution channels [14]

Core Insights - The article highlights the disparity between individual data valuation and the lack of formal recognition of data as an economic asset at the national level in the U.S. [1][3][10] Group 1: Data Valuation and Recognition - The U.S. has not formally integrated data into its institutional framework despite recognizing its value, contrasting with China's approach of categorizing data as a production factor [3][4] - China's new regulations, effective in 2024, will allow data to be recognized as intangible assets or inventory, marking a significant shift in asset structure and information disclosure [3][9] - The U.S. regulatory framework has historically treated data as privacy and compliance issues, avoiding its economic resource aspect, while China acknowledges data's foundational role in the digital economy [3][4] Group 2: Market Dynamics and Economic Impact - The data brokerage industry generates over $200 billion annually, indicating that the market actively utilizes data despite regulatory uncertainties [4][6] - Historical cases, such as the Toysmart and RadioShack bankruptcy cases, illustrate the recognition of data as a valuable asset, yet the U.S. legal system has not established a stable governance framework for data [6][9] - The absence of a unified valuation framework for data in the U.S. leads to significant governance challenges, especially as data becomes a core element in AI and digital trade [4][9] Group 3: Future Implications and Governance - China's proactive approach to data assetization aims to create a governance framework that will support future developments in AI, digital trade, and public governance [9][10] - The U.S. reliance on market self-regulation is becoming increasingly inadequate as data emerges as a critical production factor, revealing systemic delays in governance [9][10] - The article suggests that the ongoing avoidance of data valuation in the U.S. could lead to significant long-term costs, emphasizing the need for institutional reform [10]

Group 1: Economic Focus and Domestic Market - The core focus of the economic work is to prioritize domestic demand and build a strong domestic market, leveraging China's vast market advantages [5][6] - There will be a comprehensive approach to boost consumption and expand investment, including implementing special actions to stimulate consumption and increasing basic pensions for urban and rural residents [5][6] - The government aims to optimize the implementation of policies to enhance local autonomy and remove unreasonable restrictions in consumption sectors, thereby unlocking potential in tourism, events, dining, and health services [6] Group 2: Innovation and New Growth Drivers - Emphasis on innovation-driven development to foster new growth engines, with a focus on technological innovation leading industrial upgrades [7] - Plans to enhance support for basic research and strengthen the protection of intellectual property rights in emerging fields [7] - Development of international technology innovation centers in key regions such as Beijing, Shanghai, and the Guangdong-Hong Kong-Macau Greater Bay Area to create world-class innovation hubs [7] Group 3: Reform and High-Quality Development - The government will push for reforms to enhance the vitality of high-quality development, including establishing a unified national market and promoting fair competition [9] - There will be a focus on revitalizing idle resources and implementing further reforms in state-owned enterprises and private sectors to support small and medium enterprises [9] - Measures will be taken to improve the financial ecosystem, including enhancing the role of capital markets and increasing the proportion of direct financing [9] Group 4: Opening Up and International Cooperation - The strategy includes promoting multi-field cooperation and enhancing international trade and investment integration [10] - There will be a focus on expanding service sector openness and optimizing the layout of free trade zones to boost innovation [10] - The government aims to seize opportunities in the modernization processes of developing countries and enhance the quality of the Belt and Road Initiative [10] Group 5: Coordinated Development and Urban-Rural Integration - The approach will involve promoting urbanization centered around county towns and revitalizing rural areas, ensuring balanced resource allocation [11] - Efforts will be made to maintain agricultural productivity and stabilize farmers' income while ensuring food security [11] - The government will continue to consolidate poverty alleviation achievements and integrate them into rural revitalization strategies [11] Group 6: Green Transformation and Carbon Neutrality - The focus will be on achieving a comprehensive green transition, including reducing carbon emissions and enhancing green development momentum [13] - Plans to establish a new energy system and promote the use of renewable energy sources in electricity generation [13] - The government will implement solid waste management actions and strengthen the recycling of resources [13] Group 7: Social Welfare and Employment - The government will prioritize employment policies, focusing on stabilizing job opportunities for key groups such as college graduates and migrant workers [15] - There will be initiatives to enhance vocational training and support flexible employment [15] - Policies will be implemented to improve healthcare access and support for vulnerable populations, including the elderly and disabled [15] Group 8: Risk Management and Financial Stability - The government will work to stabilize the real estate market through targeted measures and support for affordable housing [16] - Efforts will be made to manage local government debt risks and enhance financial support for debt restructuring [16] - A unified long-term mechanism for government debt management will be established to ensure financial stability [16]