标普全球大宗商品洞察亚太聚合物总监冯少华指出，未来20年人口趋势与终端应用行业仍是聚烯烃需求 的核心驱动力。他分析称，对有能力长期布局的企业而言，行业增长前景依然可期：全球增长最快的新 兴市场对聚合物的需求持续扩大；风能、太阳能等清洁能源所需的复合材料需求激增。 市场人士仍认为，塑料将成为油气行业的重要下游。据美国银行9月发布的能源报告中指出："过去二十 年间，全球塑料需求实现翻倍，已成为油气市场的主要增长领域。"国际能源署(IEA)在最近的一项研究 中也强调了塑料需求对石油增长的驱动趋势。IEA报告中称，2024年石油基塑料原料使用量上升，石化 品贡献全球石油需求净增长的75%，预计到2030年石化品原料占原油消费比例将从15.8%增至17.4%。 《报告》称："塑料需求受收入和人口增长以及技术进步的推动。从历史上看，全球塑料需求与全球 GDP密切相关，消费的同比变化与GDP的同比变化呈强线性关系。"因此，美国银行也将新兴市场列为 聚合物的主要增长动力。 标普全球指出，全球PE市场仍然供过于求，但由于今年迄今为止有多套装置关停，乐观情绪正在增 长。《报告》称："一些PE项目，如陶氏化学加拿大项目已经推迟了几 ...

出海专班调配跨局、跨部门、跨机构、跨界别的资源，构建一个一站式、快捷、前所未有的"出海"支援 平台。有关工作将会从以下三个维度展开。 第一，合作共赢——出海专班将凝聚法律、金融、会计等跨界别力量，促进资源整合与知识共享，发挥 协同效应。为此，今日启动仪式上汇聚了首批来自商界和专业界别同心协力服务及支援内地企业"出 海"的伙伴机构，包括商会、专业协会、律师行、银行、会计师行、投资公司等，共同为"出海"企业提 供全方位支援。 启动仪式上，丘应桦宣布特区政府会整合香港的外地办事处，包括投资推广署、香港贸易发展局(贸发 局)和香港驻内地的办事处，组成一站式平台，成立出海专班，并由他担任督导专班成员的工作，统筹 和协调相关政策局、部门及机构，包括香港商务及经济发展局、香港政制及内地事务局、香港财经事务 及库务局、香港创新科技及工业局等，携手为内地企业量身打造"走出去"方案。 智通财经APP获悉，香港商务及经济发展局局长丘应桦10月6日出席"内地企业出海专班"启动仪式时表 示，内地企业出海专班(出海专班)于今日正式启动，为内地企业搭建通往世界的桥梁，希望通过这个平 台，汇聚各方专业力量，将企业的潜力转化为实际成果，让更多 ...

Core Viewpoint - The forum focused on the cooperation and transformation of emerging economies under the theme of "Global Restructuring" and highlighted the importance of these economies in global governance and development [1][2]. Group 1: Challenges and Opportunities - The forum discussed the development dilemmas and differentiation faced by emerging economies, emphasizing the need for sustainable development paths. Scholars noted that the ability of these economies to bear debt changes with their rising status in the global economy, and internal differentiation exists [3]. - The need to enhance the institutional discourse power of emerging economies and the Global South in the context of global governance reform was emphasized. The rise of unilateralism and protectionism poses challenges, and emerging economies are transitioning from passive participants to active shapers of global governance [3][4]. Group 2: Digital and Green Transformation - The forum addressed the challenges emerging economies face in digitalization and green transformation, highlighting the disparities caused by technological advancements like artificial intelligence. Strengthening South-South technological cooperation and sharing innovative outcomes is deemed crucial [4]. - Emerging economies are actively promoting development-oriented rules in digital trade but face challenges such as weak digital infrastructure and difficulties in coordinating international and domestic regulations [4].

Core Points - Indian Prime Minister Modi arrived in Tianjin to attend the Shanghai Cooperation Organization summit from August 31 to September 1 [1] - Both India and China are members of multiple multilateral mechanisms, including BRICS, SCO, and G20, highlighting their importance in global cooperation [1] - The year marks the 75th anniversary of India-China diplomatic relations, with India expressing a desire to deepen political trust and enhance economic cooperation with China [1] Group 1 - The SCO serves as a significant platform for multilateral collaboration between India and China [1] - Both countries are emerging economies at critical stages of their development [1] - India aims to strengthen cultural exchanges and maintain peace in border areas with China [1]

Group 1 - India is at the center of global trade dynamics, facing significant pressure from the U.S. due to Trump's tariff policies aimed at addressing trade deficits, with tariffs reaching up to 50% on Indian goods starting August 2025 [2] - The trade conflict reflects deeper geopolitical considerations, as India utilizes historical data to challenge the U.S. on its perceived double standards, particularly regarding agricultural market barriers and energy imports from Russia [4][5] - India's strategic response includes a careful balance of retaliatory measures and diplomatic maneuvers, such as submitting a proposal for retaliatory tariffs to the WTO without immediate implementation, allowing room for negotiation [7][8] Group 2 - The conflict highlights the complexities of global economic governance, with emerging economies like India demanding fair rules rather than unilateral concessions, signaling a potential end to the era of unilateral pressure [8] - India's actions, including the revival of tourism visas for Chinese citizens and easing restrictions on Chinese investments, indicate a strategic pivot towards the East amidst Western pressures [7] - The situation underscores the challenges faced by the Trump administration, as the reliance on tariffs may not effectively resolve trade deficits, especially given India's large population and significant energy and agricultural needs [8]