（文章来源：新华财经） 新华财经北京9月29日电（记者余蕊）国家发展改革委政策研究室副主任、委新闻发言人李超29日在该 委新闻发布会上表示，随着各项政策效应充分释放，有信心继续保持经济平稳健康发展，有信心实现全 年目标任务。 李超介绍，从景气程度看，工业企业利润明显改善。1-8月，规模以上工业企业利润增速由负转正，从 1-7月的同比下降1.7%转为增长0.9%，单月增速由7月份的下降1.5%转为8月份增长20.4%。 "从需求侧看，政策效能持续显现，展现出较强的韧性和抗压能力。"她说，消费方面，以旧换新相关商 品零售额继续保持较快增长，前8个月全国乘用车新能源市场零售量同比增长超过20%；服务消费潜力 不断释放，前8个月服务零售额增长5.1%。投资方面，前8个月制造业投资增长5.1%，信息服务业，航 空、航天器及设备制造业，计算机及办公设备制造业投资同比分别增长34.1%、28.0%、12.6%，有力支 撑产业升级发展。外贸方面，8月份货物进出口总额同比增长3.5%，出口和进口连续三个月实现双增 长，对共建"一带一路"国家出口增长12.8%，贸易多元化成效持续显现。 李超表示，当前经济运行依然面临不少风险挑战 ...

Core Insights - Zhejiang's foreign trade total reached 3.68 trillion yuan from January to August, marking a year-on-year growth of 5.5% with exports at 2.79 trillion yuan, up 7.7%, and imports at 888.43 billion yuan, down 0.8%, achieving historical highs for both import and export scales [1] Group 1: Trade Market Diversification - The trade market is increasingly diversified, with exports to ASEAN, Latin America, the Middle East, and Africa growing by 16.7%, 10.7%, 12.2%, and 11.8% respectively [1] - Trade with Belt and Road Initiative countries reached 2.1 trillion yuan, up 8.6%, while trade with BRICS nations totaled 746.01 billion yuan, a 1.3% increase [1] - The EU remains the largest trading partner, with trade totaling 574.09 billion yuan, reflecting an 8.7% year-on-year growth [1] Group 2: Contribution of Private Enterprises - Private enterprises contributed over 90% to export growth, with 117,000 foreign trade companies in Zhejiang, a 7% increase year-on-year [1] - Among these, 109,000 are private enterprises, growing by 7.4%, with their total import and export value reaching 3.02 trillion yuan, up 7.1%, accounting for 82% of the province's total [1] - More than 1,000 specialized "little giant" private enterprises have significant competitive advantages in international markets [1] Group 3: Export Performance of New Products - The "new three samples" products showed strong export performance, with electromechanical products exported at 1.31 trillion yuan, a 9% increase, making up 46.7% of total exports [2] - Electric vehicle exports reached 41,000 units in August, a 140% increase, constituting 57.4% of Zhejiang's total vehicle exports [2] - Exports of photovoltaic products were valued at 5.11 billion yuan, ending a 22-month decline, while lithium-ion battery exports grew by 43.7% to 3.29 billion yuan [2] Group 4: Import Growth of Energy and High-tech Products - Energy product imports totaled 64.73 million tons, reflecting a 4.1% increase [2] - High-tech product imports reached 72.36 billion yuan, up 25.1%, with high-end equipment and electronic information products growing by 40.5% and 44.8% respectively [2] - Consumer goods imports were valued at 101.51 billion yuan, a 9.1% increase, while agricultural product imports rose by 8.7% to 78.68 billion yuan [2]

（原标题：欧盟与印度尼西亚达成贸易协议） 据曼谷邮报9月18日报道,欧盟与印度尼西亚在经过近十年的谈判后达成了 贸易协议。这是欧盟为实现供应链多元化并开拓新市场而作出的努力之一。 自唐纳德·特朗普总统试图按照美国的条件重新塑造跨大西洋关系以来，欧 盟一直在加快与世界各国达成贸易协议的步伐，以减少对美国的依赖并实现贸 易多元化。 欧盟与泰国之间的谈判始于十多年前，但在2014年政变后中断，因为欧盟 拒绝与军政府进行谈判。直到2023年谈判才重新启动，目标是在2025年底前达 成协议。然而仍存在一些关键问题未解决，预计协议将在明年某个时候达成。 与印度尼西亚的谈判在双方于7月就双边全面协议达成政治共识后圆满结 束。 印度尼西亚是东南亚最大的经济体，也是欧盟的重要合作伙伴。该国经济 持续增长，拥有3亿消费者，并且是潜在的原材料供应来源。 但由于欧盟的森林砍伐法规，双边关系一直处于紧张状态。该法规旨在遏制因 欧盟对棕榈油和咖啡等关键商品的需求而导致的海外森林砍伐行为。印度尼西 亚一直是这些法规最强烈的批评者之一。 欧洲官员已加强与包括印度在内的一些全球最大经济体的谈判，并与由巴 西和阿根廷组成的南美南方共同市场（Me ...

Core Viewpoint - The European Union (EU) is seeking to diversify its trade agreements with countries like India to reduce dependence on the United States, especially in light of increased U.S. import tariffs [1] Group 1: Trade Agreements - The EU aims to reach a trade agreement with India by the end of this year [1] - Ongoing negotiations are also taking place with South Africa, Malaysia, and the UAE [1] Group 2: EU-U.S. Trade Agreement - A joint statement was issued on August 21, confirming a framework for a trade agreement between the U.S. and the EU [1] - The U.S. has reiterated a 15% tariff cap on most EU goods, including automobiles, pharmaceuticals, semiconductor chips, and timber [1] - The EU has committed to eliminating tariffs on U.S. industrial products and providing preferential market access for U.S. seafood and agricultural products [1] Group 3: Future Procurement Plans - The EU plans to purchase $750 billion worth of U.S. liquefied natural gas, oil, and nuclear products by 2028 [1] - An additional $40 billion is earmarked for U.S. artificial intelligence chips [1] - The EU intends to significantly increase procurement of U.S. military and defense equipment [1] - EU companies are expected to invest an additional $600 billion in strategic sectors in the U.S. [1] Group 4: Potential Issues - There are numerous potential friction points within the EU-U.S. agreement that could lead to escalated tensions in the future [1] - Many aspects of the agreement regarding execution supervision and implementation remain unclear [1] - The agreement highlights an increasing dependence of the EU on the U.S., suggesting it may serve more as a "loss control document" rather than a beneficial agreement [1]

Core Insights - Chinese brands are demonstrating resilience in the face of a "weak peak season" threat in the fourth quarter of the year, with exports growing by 6.9% in the first eight months and 4.8% in August [2][5] - The shift towards non-American exports and the growth of private enterprises are key factors behind this performance [2][4] - The trend of "exporting" not just products but also brands, technology, and capital is becoming a new growth point for Chinese companies [4][8] Export Performance - In August, China's exports to the EU and Japan increased by 10.4% and 6.7% respectively, with ASEAN exports growing by 22.5% [5] - The Trade Desk's insights indicate that the upcoming holiday shopping season will see consumers making more rational purchasing decisions, with many planning to complete their shopping before Black Friday [3][6] Brand Strategy and Market Diversification - Chinese brands are increasingly diversifying their market strategies to mitigate risks associated with U.S. tariffs, focusing on Europe, Japan, and the Asia-Pacific region [6][7] - The trend of simultaneous market expansion is becoming more common, with companies leveraging successful experiences in one market to explore opportunities in others [7][8] Technological Innovation and Product Quality - Chinese brands are showcasing significant craftsmanship and technological innovation, particularly in AI and robotics, enhancing their competitiveness in the global market [4][8] - The shift from low-end manufacturing to high-end products is driving the internationalization of Chinese brands, although challenges remain in brand recognition compared to established international brands [9] Consumer Perception and Brand Value - There is a growing recognition of the importance of brand value and consumer trust in overseas markets, with Chinese brands moving towards establishing a local presence and identity [8][9] - The challenge lies in balancing the perception of value for money with the need to convey brand philosophy and values to international consumers [8][9]

Group 1: Market Trends and Performance - China's exports grew by 6.9% in the first eight months of the year, with August's export growth reaching 4.8%, driven by non-U.S. exports and private enterprises [1] - The global economic pressure is expected to lead to a gradual decline in export growth in the fourth quarter, with a focus on the impact of external demand on production [2] - Despite challenges, Chinese electronic consumer goods maintain strong competitiveness, with approximately 764 Chinese companies participating in the 2025 IFA, accounting for nearly 40% of exhibitors [2][3] Group 2: Brand Strategy and Innovation - Chinese brands are increasingly integrating AI technology and showcasing craftsmanship and technological innovation, enhancing their competitiveness in high-end markets [3] - The shift from product export to brand export is evident, with companies leveraging long-term R&D and industry cluster advantages to expand globally [3] - Chinese brands are transitioning from relying solely on supply chain advantages to establishing brand value and recognition in overseas markets [7] Group 3: Diversification and Market Expansion - Chinese brands have initiated diversification strategies in response to increased tariffs from the U.S., with exports to the EU and Japan growing by 10.4% and 6.7% respectively in August [4] - The trade transfer effect is strengthening, allowing for continued growth in non-U.S. exports, which is crucial for mitigating external economic fluctuations [5] - Companies are now more confident in exploring multiple markets simultaneously, moving away from a single-market focus [6] Group 4: Consumer Behavior and Brand Perception - There is a noticeable shift in consumer behavior towards more rational purchasing decisions, with many planning to complete their holiday shopping earlier [2] - Chinese brands are increasingly recognized for their value and ideology, which is essential for gaining trust and acceptance in overseas markets [7][8] - The perception of Chinese fast-moving consumer goods and cultural brands still lags behind international brands, indicating a need for greater efforts in brand recognition and cultural understanding [8]

Economic Growth and Stability - In August, the industrial added value of large-scale enterprises increased by 5.2% year-on-year, with high-tech manufacturing growing by 9.3% [1] - The total import and export value reached 38,744 billion yuan, reflecting a year-on-year growth of 3.5% [1] - The overall operation of the national economy remains stable, with high-quality development being steadily advanced [1] Sector Performance - The manufacturing value added for smart vehicle equipment and electronic components grew by 17.7% and 13.1% respectively, while integrated circuit manufacturing increased by 23.5% [2] - The modern service industry showed positive momentum, with the production index for information transmission software and IT services growing by 12.1%, and leasing and business services by 7.4% [2] - The production of new energy vehicles and lithium-ion batteries for vehicles surged by 22.7% and 44.2% respectively in August [2] Trade and Policy Impact - From January to August, the import and export value with countries involved in the Belt and Road Initiative increased by 5.4%, outpacing the overall import and export growth rate [2] - The macroeconomic policies are effectively supporting economic stability and growth, with ongoing reforms and deepening of opening-up measures [2] - The underlying conditions for long-term economic improvement remain unchanged, driven by the release of consumption potential, cultivation of new driving forces, and enhanced market vitality [2]

Group 1 - Mexico's President submitted a legislative proposal to impose tariffs of up to 50% on imports from countries without a free trade agreement with Mexico, primarily targeting China [1][2] - The proposed tariffs will affect approximately 1,400 product categories, including automobiles, toys, steel, textiles, and plastic products [2] - Mexico has become China's largest automotive export market, with 2025 figures showing 4.18 million vehicles exported, and Mexico's automotive industry is expected to be significantly impacted by the new tariffs [3] Group 2 - The new tariffs are seen as a strategy to strengthen domestic production and increase fiscal revenue while also appeasing the U.S. [4] - The Mexican government aims to maintain good relations with China despite the tariff proposal, emphasizing that the measures are not specifically targeting any country [5] - The automotive sector in Mexico may face rising vehicle prices and reduced consumer choices due to the new tariffs, potentially affecting local dealerships and employment [3][4] Group 3 - The relationship between Mexico and the U.S. remains complex, with Mexico heavily reliant on the U.S. market while also seeking to diversify its trade partnerships [6][7] - The U.S. has previously threatened to impose significant tariffs on Mexican imports, which adds pressure on Mexico's trade negotiations [6][7] - Mexico is preparing for potential outcomes regarding the USMCA agreement, indicating a long-term strategy in trade relations [7]

Core Insights - The rapid growth of artificial intelligence and digitalization is significantly impacting related industries, with notable increases in manufacturing and service sectors [1] Industry Performance - In August, the value added in the manufacturing of smart vehicle equipment and electronic components increased by 17.7% and 13.1% respectively, while integrated circuit manufacturing saw a growth of 23.5% [1] - The value added in equipment manufacturing and high-tech manufacturing industries grew by 8.1% and 9.3% year-on-year, respectively, outpacing the overall industrial growth [1] Modern Services Sector - The modern service industry showed positive momentum, with the production index for information transmission, software, and IT services increasing by 12.1%, and leasing and business services rising by 7.4% in August [1] Green Transition - The green transition is progressing steadily, with production of new energy vehicles and lithium-ion batteries for vehicles increasing by 22.7% and 44.2% respectively in August [1] Trade Diversification - From January to August, China's import and export volume with countries involved in the Belt and Road Initiative grew by 5.4%, surpassing the overall import and export growth rate [1]

Group 1 - The Indian Rupee has become one of the worst-performing currencies in Asia this year, primarily due to mixed signals from U.S. President Trump regarding tariffs on India, which could lead to further depreciation if the trade war with the U.S. is not resolved [1][6] - The Indian Rupee hit a historical low of 88.491 against the U.S. dollar on September 11, exacerbated by a 50% tariff imposed by the U.S., the highest in Asia, leading to foreign investor withdrawals and a negative economic outlook [1][4] - Economists predict that if the U.S. maintains the 50% tariff, the Rupee could depreciate to 89 per dollar by early next year, while a resolution to the tariff dispute could stabilize it around 88 per dollar [1][3] Group 2 - The high tariffs are impacting multiple sectors in India, including textiles, apparel, and seafood, with some exporters lobbying the central bank to allow them to exchange profits at a rate of approximately 103 Rupees per dollar [4][6] - The Indian economy's growth rate could decline by 50 to 60 basis points if the tariffs persist, with the GDP growth rate for the last fiscal year slowing to 6.5% from 9.2% the previous year [6][7] - Despite the challenges, India is projected to remain one of the fastest-growing major economies, but it must enhance its resilience against external shocks, as highlighted by the ongoing tensions with the U.S. [7][8] Group 3 - The Indian government aims for an average annual economic growth rate of around 7.8% over the next few decades to become the world's third-largest economy by 2047 [7][8] - To achieve these goals, India needs to diversify its trade relationships and reduce protectionist barriers, which currently account for about 40% of its trade barriers [8] - Reforming the internal market is essential for India to respond effectively to external pressures, such as the tariffs imposed by the U.S., and to attract private capital for growth [8]