本次中央政治局会议明确，宏观政策要持续发力、适时加力。 要落实落细更加积极的财政政策和适度宽松的货币政策，充分 释放政策效应；加快政府债券发行使用，提高资金使用效率； 兜牢基层"三保"底线。 作者：杜涛 封图：图虫创意 7月30日召开的中共中央政治局会议提出，坚持稳中求进工作总基调，完整准确全面贯彻新发展理 念，加快构建新发展格局，保持政策连续性稳定性，增强灵活性预见性，着力稳就业、稳企业、稳 市场、稳预期，有力促进国内国际双循环，努力完成全年经济社会发展目标任务，实现"十四五"圆 满收官。 "灵活性预见性"是本次会议对下半年宏观经济政策节奏提出的新要求。 粤开证券首席经济学家罗志恒认为，会议提出"保持政策连续性稳定性，增强灵活性预见性"，一方 面是延续前期政策，落实既定的财政、货币、金融政策，做好政策接续，不搞"大拐弯"，让市场主 体形成稳定的政策预期和市场预期；另一方面，政策的连续性并非意味着一成不变，而是要根据形 势变化灵活调整，前瞻研判下半年出口、房地产等领域可能出现的不利变化，及时、提前、果断出 台新的增量政策，加大逆周期调节力度。这意味着增量政策空间随时在路上，形势平稳时"引而不 发"，形势变化时 ...

会议强调，要有效释放内需潜力。深入实施提振消费专项行动，在扩大商品消费的同时，培育服务消费 新的增长点。在保障改善民生中扩大消费需求。高质量推动"两重"建设，激发民间投资活力，扩大有效 投资。 会议指出，要坚定不移深化改革。坚持以科技创新引领新质生产力发展，加快培育具有国际竞争力的新 兴支柱产业，推动科技创新和产业创新深度融合发展。纵深推进全国统一大市场建设，推动市场竞争秩 序持续优化。依法依规治理企业无序竞争。推进重点行业产能治理。规范地方招商引资行为。坚持"两 个毫不动摇"，激发各类经营主体活力。 中共中央政治局7月30日召开会议，决定今年10月在北京召开中国共产党第二十届中央委员会第四次全 体会议，主要议程是，中共中央政治局向中央委员会报告工作，研究关于制定国民经济和社会发展第十 五个五年规划的建议。会议分析研究当前经济形势，部署下半年经济工作。中共中央总书记习近平主持 会议。 会议指出，"十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，我国发展环境面 临深刻复杂变化，战略机遇和风险挑战并存、不确定难预料因素增多，同时我国经济基础稳、优势多、 韧性强、潜能大，长期向好的支撑条件和基本趋 ...

央视网消息：今年上半年，我国外贸在风浪中交出亮眼答卷，实现"三个首次"——与历史同期相比：出口规模首次突破13万亿元；有进出口实绩的企业 首次突破60万家；民营企业进出口规模首次突破12万亿元。三个"首次"的背后，是中国外贸顶住压力、迎难而上的坚韧，更是创新活力与开放魄力的写照。 外贸"三个首次"背后 海运新增超72条航线 记者梳理发现，今年上半年，上海港、宁波舟山港、青岛港等我国主要港口新增超72条航线，新增超19个目的港和挂靠港。 我国外贸逆势实现"三个首次"的背后，有哪些因素在支撑？ 台风刚过，深圳盐田港的20个泊位已全部停满巨型货轮。今年以来，这样的繁忙是盐田港的常态。 商务部国际贸易经济合作研究院对外贸易研究所所长 梁明：我们分析了一组数据，比如说上半年共建"一带一路"国家，对我们出口增长的贡献率已经 高达79.4%了；6月当月贡献率是98%，接近百分之百。上半年我们对传统市场、新兴和其他经济体全部实现了正增长，新兴市场对增长的贡献率达到了80% 以上，这个增长率是非常高的。 民企撑起外贸半壁江山 创新带来新活力 不仅是港口，今年上半年，西部陆海新通道 "铁路笼车衔接海运滚装船" 实现首运、中老泰货 ...

Core Viewpoint - The article highlights the increasing focus of Chinese small and medium-sized foreign trade enterprises on the African market as a response to declining orders from the U.S. market, with a goal to increase sales in Africa to 20% by the end of 2025 [1][3]. Group 1: Market Trends - In the first half of the year, China's imports and exports to Africa grew by 14.4%, with exports increasing by 23.0% and imports by 2.3% [1]. - Africa has become one of the fastest-growing regions for Chinese exports, surpassing growth rates in the EU, Southeast Asia, Latin America, and other regions [1]. - Yiwu's total import and export value increased by 25.0% in the first half of the year, with exports growing by 24.6% and imports by 28.3% [5]. Group 2: Business Strategies - Companies are adapting their products to meet local demands in Africa, such as modifying a 20-liter water bucket to suit West African consumers, resulting in a 10% price increase and a 30% rise in sales [4]. - There is a push for deeper collaboration with local distributors in countries like Nigeria, South Africa, and Kenya to develop products that cater to African consumer needs [4]. Group 3: Digital Transformation - The B2B foreign trade financial platform XTransfer has seen exponential growth in its services for African markets, indicating a shift towards digital payment solutions [7]. - Local payment services provided by XTransfer have helped mitigate risks associated with currency shortages and payment delays in countries with strict foreign exchange controls [8]. Group 4: Company Performance - Yiwu Small Commodity City (60041) expects a net profit of 1.63 billion to 1.7 billion yuan for the first half of 2025, reflecting a year-on-year increase of 12.57% to 17.4% [9].

Group 1 - Africa has become the fastest-growing regional market for Chinese exports, surpassing the EU, Southeast Asia, and Latin America in growth rates [1][2] - In the first half of the year, China's imports and exports to Africa increased by 14.4%, with exports growing by 23.0% and imports by 2.3% [1][5] - The goal is to increase the sales proportion in the African market to 20% by the end of 2025, providing a viable alternative to the declining U.S. market [1][2] Group 2 - Chinese small and medium-sized foreign trade enterprises are increasingly focusing on the African market due to its population dividend, consumption upgrades, and digital opportunities [2][3] - The demand for affordable Chinese products in Africa is rising, particularly in sectors like electric vehicles, engineering machinery, clothing, cosmetics, and daily necessities [2][3] - Companies are adapting their products to meet local preferences, such as modifying a 20-liter water bucket to suit West African consumers, resulting in a 30% increase in sales despite a 3% cost increase [3][4] Group 3 - The total import and export value of Yiwu in the first half of the year increased by 25.0%, with exports growing by 24.6% and imports by 28.3% [4][5] - Yiwu's trade with Africa reached 71.95 billion yuan, making it the largest market, followed by Latin America, ASEAN, and the EU [4][5] Group 4 - Digital payment platforms like XTransfer are experiencing exponential growth in business volume due to the increasing demand for local payment services in Africa [6][7] - The platform's local payment services cover several African countries, facilitating transactions and mitigating risks associated with currency shortages [6][7] - The shift from traditional markets to emerging African markets is accompanied by a transition from cash transactions to digital payments, enhancing resilience against external risks [7] Group 5 - Yiwu Small Commodity City expects a net profit of 1.63 billion to 1.7 billion yuan for the first half of 2025, representing an increase of 12.57% to 17.4% compared to the previous year [7] - The growth in profit is attributed to the continued increase in main business revenue and the enhancement of trade fulfillment services [7]

金十图示：2025年07月26日（周六）新闻联播今日要点 ● 上半年我国西部地区进出口规模创新高 * 据海关最新数据,西部地区外贸成绩显著,今年 上半年进出口总值达2.12万亿元,同比增长 10.4%,创历史同期新高。 · 上半年我国民航运输规模再创新高 * 记者从中国民航局了解到,今年上半年,民航高 质量发展取得新成效。据统计,今年上半年,民 航全行业完成运输总周转量783.5亿吨公里、旅 客运输量3.7亿人次、货邮运输量478.4万吨,同 比分别增长11.4%、6%、14.6%,运输规模再 创新高。 ● 第三批支持消费品以旧换新资金已下达 * 近日. 国家发展改革委已会同财政部,向地方下 达了今年第三批690亿元超长期特别国债支持消 费品以旧换新资金,按计划将于10月下达今年第 四批690亿元超长期特别国债资金,继续支持地 方实施消费品以旧换新政策。 · 我国最大的煤岩气用年产能突破25亿立米 术产品,帮助世界各国特别是全球南方国家加强 能力建设,让人工智能发展成果更好惠及全球。 二是更加注重创新合作,力求更多突破性的人工 智能科技硕果。中国愿同各国联合开展技术攻 关,加大开源开放力度,共同推动人工智能发 ...

Core Viewpoint - The implementation of the "Regulatory Measures for Import Goods under Exception Measures in Hainan Free Trade Port" aims to enhance regulatory requirements and leverage policy advantages to promote the development of new foreign trade formats [1] Group 1: Regulatory Framework - The "Prohibited and Restricted Import and Export Goods List" has been officially released and will take effect from the date of the Hainan Free Trade Port's closure operation [1] - The "Regulatory Measures" clarify the regulatory requirements and procedures for two categories of goods that are relaxed under the "Prohibited and Restricted List" [1][2] Group 2: Management of Import Goods - The import goods under exception measures are categorized into those exempt from import license management and those allowed for "two-way" bonded maintenance [2] - Goods exempt from import license management are limited to final users for self-use in Hainan Free Trade Port and cannot be circulated or resold within the island [2] - Current import license management includes 119 items, with 45 being ozone-depleting substances and 74 being old electromechanical products [2] Group 3: Bonded Maintenance Business - The "Regulatory Measures" outline the requirements for bonded maintenance business, including applicable subjects, project declaration processes, and conditions for suspension and termination [3] - The state has increased support for bonded maintenance business in Hainan, making its policies more favorable than those in other regions [3] - Eligible enterprises can conduct bonded maintenance for both the comprehensive bonded zone product catalog and the exception measures of the "Prohibited and Restricted List," which is expected to significantly promote the development of new foreign trade formats [3]

外资对境内股票投资明显回暖 上半年，上海涉外经济保持活跃状态，涉外收支总额达2.77万亿美元，同比增长19%。其中，涉外收入1.32万亿美元，同比增长18%；涉外支出1.45万亿美 元，同比增长19%。 境外投资者持续加大对人民币资产的配置力度，体现出国际资本对中国经济长期企稳向好的信心。外资净增持境内债券保持较高水平，更为显著的是，外资 对境内股票投资出现明显回暖。这一投资态势由去年同期的净流出转为今年的净流入，5月以来外资买入境内股票的力度有所增强。 人民银行上海总部7月24日召开2025年第三季度新闻发布会，公布上半年上海金融运行数据。数据显示，上海金融市场呈现积极变化，个人住房贷款需求明 显回升，外资对境内股票投资态势转暖。6月末，上海全市本外币贷款余额达12.85万亿元，同比增长8.4%，增速超过全国平均水平1.6个百分点。 个人住房贷款需求显著回升 住户贷款余额同比增长13.7%，增速较上年同期提高8.1个百分点。个人住房贷款需求呈现明显回升态势，增速自去年10月转正后持续攀升。这一变化反映出 房地产市场逐步企稳的积极信号。 非金融企业贷款余额同比增长5.5%，从增量角度观察，上半年非金融企业贷款 ...

金融贯穿于生产、贸易、投资等各领域，带动资金、技术、人才等要素流动，是产业链供应链稳定畅通的重要支撑。 他表示，下一步，湖南各相关职能部门和金融机构将结合实际情况，全力推动外贸政策落地落细，推动各项惠企政策措施精准直达企业；全力推动金融服务 提质增效，扩大信贷投放，优化保险服务，畅通跨境支付，发展融资增信，引导更多的资金活水流向外贸企业；全力推动外贸企业做优做强，做好银企对 接，发挥金芙蓉基金的牵引带动作用，引导社会资本加大对外贸企业的投资力度，支持和推动一批符合条件的优质外贸企业境外上市融资、发行海外债券， 支持外贸企业利用两个市场、两种资源，发展壮大、做优做强。（文/甘红） 实体经济是经济发展的根基，服务实体经济是金融立业之本。6家金融机构在会上介绍了支持企业外贸情况及相关金融产品。17家省内重点外贸企业代表参 加会议，3家企业代表介绍了公司外贸情况及金融需求。 近年来，湖南省出台了系列金融支持外贸的政策措施，推进外商投资股权投资类企业试点，支持企业境外发行债券及上市融资，加大外贸企业融资支持，推 进企业汇率风险管理，提升对外贸易便利化水平，取得积极成效。 据湖南省委金融办副主任罗栋介绍，截至2025年6 ...

Core Viewpoint - The foreign trade performance of major cities in China showed significant growth in the first half of the year, driven by effective export strategies and an optimized product structure, particularly in high-tech exports [1][2][9]. Group 1: Import and Export Data - Shenzhen's total import and export value reached 2.17 trillion yuan, accounting for 9.9% of the national total, maintaining its position as the "foreign trade capital" [2]. - Guangzhou's total import and export value was 605.05 billion yuan, marking a 15.5% year-on-year increase and the first time surpassing 600 billion yuan [3]. - Dongguan's import and export value reached 749.28 billion yuan, with a year-on-year growth of 16.5%, reclaiming its position as the "fifth largest foreign trade city" [3][4]. Group 2: Growth Drivers - The growth in foreign trade is attributed to two main factors: the "export grabbing" strategy adopted by companies and the resilience of diverse international markets [1][2]. - High-value-added products are driving export growth, with high-tech product exports showing rapid increases across various cities [8][9]. Group 3: Market Diversification - Cities like Dongguan have seen significant growth in exports to emerging markets, with increases of 43.5% to ASEAN and 21.5% to India [10]. - Kinhua's diversified market strategy led to a 20.1% year-on-year growth in total trade, with exports to the US, EU, and ASEAN markets increasing significantly [5][11]. Group 4: Structural Changes in Exports - The export structure is shifting from traditional low-value products to high-tech and high-value products, indicating a transformation in China's manufacturing capabilities [9]. - Notable increases in exports of high-tech products were reported, such as a 3.9-fold increase in surgical robot exports from Shanghai [8].