新型经济全球化
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大国金融的治理智慧
Xin Lang Cai Jing· 2026-02-26 21:46
以发展化解风险 对待金融安全,我们不能就安全谈安全,不能就风险谈风险,更不能一说风险就强监管。风险永远不能 消除,债务也永远不能消失,一定要用发展的眼光去看待金融安全,用发展的方法去维护金融安全。 王擎 2014年4月15日,习近平总书记在中央国家安全委员会第一次会议上首次提出总体国家安全观。2017年7 月,在第五次全国金融工作会议上,总书记又提出金融安全的概念,并在其后多次强调坚决守住不发生 系统性风险的底线。2023年召开的中央金融工作会议提出,坚定不移走中国特色金融发展之路,坚持把 防控风险作为金融工作的永恒主题。 优化体制机制是安全根本 为什么我国现在如此重视金融安全呢? 第一,和我国目前所处的阶段有关。我国所处的阶段可以用两句话来概括:一是发展面临"中等收入陷 阱",二是转型进入关键攻坚时期。从发展角度来看,任何一国的经济都不可能永远高速增长,在进入 中等收入阶段后,成本增加和需求减少会同时发生,经济增速自然会下降,而增速一旦下降,很多潜在 的问题就会暴露出来。转型的问题更复杂,中国从1992年开始建设社会主义市场经济,历经多年,仍有 一些制度不完善、改革不到位的地方,由于制度的惯性,越到后面改革 ...
如何应对“特朗普式征服”?|| 大视野
Xin Lang Cai Jing· 2026-01-25 23:28
Group 1 - The core point of the news is the dramatic shift in President Trump's stance on Greenland, where he initially did not rule out the use of force but later stated he would not use military action to acquire the territory [3][4]. - The potential agreement between the U.S. and Denmark may involve the U.S. gaining military access rights and possibly priority rights over mineral resources in Greenland, similar to the UK's military bases in Cyprus [3][4]. - Trump's announcement at the World Economic Forum in Davos indicates a strategic pivot towards military and economic interests in Greenland and the Arctic region, reflecting a broader trend of U.S. assertiveness in global geopolitics [4][6]. Group 2 - The ongoing geopolitical dynamics suggest a shift from a rules-based international order to one defined by power and military might, as highlighted by the comments from global leaders at the World Economic Forum [6][16]. - The rise of nationalism and the decline of multilateralism are leading to increased tensions and potential conflicts between nations, as countries prioritize their own strategic interests [16][20]. - The financial markets reacted positively to Trump's softened rhetoric, indicating a temporary alleviation of fears regarding U.S.-Europe trade tensions [6][12]. Group 3 - The U.S. is undergoing a strategic adjustment, moving from a globalist approach to a hemispheric focus, emphasizing "America First" principles and a cost-benefit analysis in foreign policy [10][15]. - The potential for increased military spending and territorial ambitions reflects a broader trend of the U.S. asserting its influence in regions it considers vital to its national security [12][15]. - The implications of this shift could lead to a more fragmented global order, where power dynamics dictate international relations rather than established rules [16][20]. Group 4 - The situation in Greenland is emblematic of a larger trend where the U.S. is willing to exert its influence in strategic areas, potentially at the expense of traditional allies [10][21]. - The evolving U.S.-China relationship under Trump's administration suggests a more pragmatic approach, focusing on mutual benefits rather than ideological confrontations [20][21]. - China's response to the changing global landscape involves emphasizing rules and cooperation while building its own strength to navigate the complexities of international relations [22][24].
“国际板”能否尽快在A股启航?
Hu Xiu· 2025-09-07 23:34
Group 1 - The core theme of the article highlights the transition from real estate to the stock market in China's economic development during the "14th Five-Year Plan" period [1][3] - The Chinese real estate market peaked in 2021 and has been declining since then [2] - Cities are undergoing difficult transformations from relying on land development to focusing on industrial growth, contrasting with the improving conditions in the stock market [3][4] Group 2 - The future direction of the stock market during the "15th Five-Year Plan" includes enhancing the multi-tiered capital market system, improving the quality of listed companies, and expanding the legal framework to combat illegal activities [5] - There is a push to support high-quality foreign companies returning to the A-share market, a topic that has been discussed since 2007 [6][10] - The article emphasizes the need for more international quality assets to be listed on the A-share market to enhance investment options and support the development of foreign enterprises in China [11][16] Group 3 - Data shows that as of July 2023, private companies make up 63% of listed companies in China, indicating a robust presence of private enterprises in the market [20] - Foreign enterprises in China have made significant contributions, accounting for nearly 7% of employment and about one-third of imports and exports [21][22] - The article notes that the representation of foreign companies in the A-share market is currently limited, with only a few companies like Supor and Industrial Fulian being controlled by foreign entities [23] Group 4 - Successful foreign companies in China emphasize localization, with local talent and decision-making being crucial for growth [24] - Examples of successful foreign companies include Adidas, which has seen growth due to local product development, and Yum China, which has expanded its store count significantly since its separation from Yum Brands [26][30] - The article suggests that if the international board is launched in the A-share market, it could motivate foreign companies to reform their governance structures and enhance their operations in China [34]