（原标题：8月智利国内贸易增长4.8%） 智利《信使报》9月30日报道，据智利国家统计局统计，8月，智利贸易活动指数 （IAC）同比增长4.8%，受网购和邮购数量迅速增加利好，除汽车和摩托车以外的零售 贸易同比增长6%；除汽车和摩托车以外的批发贸易同比增长3.4%；汽车和摩托车修理 （第45部分）、零售及批发贸易同比增长5.1%；超市销售同比增长3%，今年1—8月累 计增长1.9%；零售电商同比增长16.1%，今年1—8月累计增长13.4%。 ...

（原标题：1-8月中阿贸易额同比增长28.4%） 阿塞拜疆"趋势"网9月18日报道，阿塞拜疆国家海关委员会统计数据显 示，2025年1-8月，阿对外贸易总额达321.2亿美元，同比增长3.6%。其中，出 口额170.7亿美元，同比下降6.4%；进口额150.5亿美元，同比增长17.9%。贸 易顺差20.2亿美元，同比下降63.0%。中国继续保持阿第四大贸易伙伴国和第 一大进口来源国地位。中阿贸易额为29.4亿美元，同比增长28.4%。其中，阿 自中国进口额为28.8亿美元，同比增长26.3%。 1-8月，阿前三大贸易伙伴国分别为：意大利（83.1亿美元）、土耳其 （38.4亿美元）、俄罗斯（33.5亿美元）。 ...

阿塞拜疆"Minval"网8月20日报道，惠誉评级近日发表报告称，阿塞拜疆 与亚美尼亚签署的框架和平协议是朝着达成全面协议迈出的积极一步，降低了 再次发生军事冲突的风险。该框架协议短期内不会影响对两国评级，但中期内 或为贸易增长带来机遇。 （原标题：惠誉评级认为阿亚签署框架和平协议将促进贸易和经济增长） ...

Core Insights - Chile's Industrial Production Index (IPI) showed a modest increase of only 1% in July, marking the worst performance since February's decline of 3.7% [1] - Mining production decreased by 0.9%, while electricity, gas, and water production increased by 0.9%, and manufacturing rose by 2.7% [1] Trade Performance - Chile's trade growth remained strong, with a monthly increase of 6.5% in July and a cumulative growth of 4.9% from January to July [1] - Wholesale trade (excluding automobiles and motorcycles) grew by 7.6%, while retail trade (excluding automobiles) increased by 5.8% [1] - Automobile and motorcycle trade saw a growth of 4.9%, and the supermarket sales index (ISUP) rose by 2.8%, with a cumulative growth of 1.7% from January to July [1] - The retail e-commerce index (ICEM) experienced significant growth, with a monthly increase of 14.7% in July and a cumulative growth of 13.1% from January to July, driven mainly by transactions in home electronics and technology products [1]

Core Insights - The global shipbuilding industry is entering a multi-year upgrade cycle, with Chinese shipyards playing a central role, driven by environmental regulations, aging fleets, and trade growth [1][2]. Group 1: Market Outlook - Goldman Sachs predicts that from 2025 to 2032, global new ship orders will reach 441 million compensated gross tons (CGT), valued at $1.2 trillion [2]. - The demand breakdown includes 26% from decarbonization regulations, 48% from fleet replacement needs, and 26% from trade growth [2][5]. Group 2: Capacity Expansion - New ship prices are expected to remain high from 2025 to 2028, despite a potential 12% decline from 2024 peak levels, due to disciplined capacity and strong structural demand for new orders [3]. - The majority of global capacity expansion will come from Chinese shipyards, while South Korean and Japanese shipyards will maintain a more conservative approach [3]. Group 3: Opportunities and Challenges for Chinese Shipyards - The report indicates that the impact of increased port service fees for Chinese-built ships in the U.S. will be limited, as only 4% of the international fleet calling at U.S. ports is built or operated by China [4]. - The flexibility of shipowners to redeploy Chinese-built vessels to other routes mitigates potential negative impacts [4]. Group 4: Demand Drivers - Stricter decarbonization regulations are a key variable driving new orders, with traditional fuel vessels expected to incur higher operational costs than those using alternative fuels by 2035 [5]. - The largest source of demand in this cycle will be fleet renewal, as many vessels delivered during the last peak (2009-2012) will reach 20 years of age by 2029 [5]. Group 5: Market Share Dynamics - Chinese shipyards are experiencing a temporary decline in market share due to extreme capacity constraints, with a backlog covering 3.7 years compared to 3 years for South Korea and Japan [6]. - However, as Chinese shipyards expand capacity and deliver existing orders, their price advantages are expected to help regain market share, with new order market share rising to 69% in June and July 2025 [6].

《爱尔兰观察者报》8月26日报道，今年上半年爱尔兰对阿拉伯地区的出口增长了5.6%，达到15亿 欧元。阿拉伯爱尔兰商会（AICC）表示，爱尔兰与该地区几个核心市场的贸易进一步加强，主要是沙 特阿拉伯、阿联酋和埃及。伊拉克和卡塔尔也成为与爱尔兰贸易的活跃市场。 （原标题：2025年爱尔兰对阿拉伯地区的出口增长5.6%） ...

Group 1 - The South African government plans to hold trade talks with the United States by the end of June, aiming to promote trade growth [1]

Core Viewpoint - The spokesperson of the National Bureau of Statistics, Fu Linghui, stated that the next phase of significantly reducing tariffs between China and the United States will benefit trade growth for both parties and contribute to the recovery of the global economy [1] Group 1 - The reduction of tariffs is expected to enhance trade growth between China and the United States [1] - This tariff reduction is also anticipated to support the recovery of the global economy [1]