| 对比维度 | 具体数据 | 简要分析 | | --- | --- | --- | | 全球发电格局 | 中、美两国合计发电量占全球约49%。 | 两国占据了全球近一半的电力产能,这 | | | | 是其他国家难以企及的工业基础。 | | 东盟电力总规模 | 2022年发电总量约1.1万亿度,计划 | 整个东盟的规划发电总量,尚不及中国 铝产业(5200亿度) 与中国合成纤维产 | | | 2025年达1.4万亿度。 | 业(约500亿度)的耗电量之和。 | | 关键产业耗电案例 | 1. 合成纤维:中国年产能需电约500亿 | 单个高耗能产业的用电需求,就可能需 | | | 度。 | 要占用一个中型国家(如越南年发电 | | | 2. 铝冶炼:中国年耗电约5200亿度。 | 2764亿度)相当大比例的电力资源。 | | 与中国制造业总耗电 | 中国第二产业用电量6.39万亿度,其中 | 这意味着,仅中国制造业的用电量,就 相当于需要超过3个按计划发展的"全东 | | 对比 | 纯制造业用电4.79万亿度。 | | | | | 盟"发电量来支撑。 | 东南亚国家中，只有印尼和越南进入全球发电量前20名。印尼 ...

12月27日，在"十四五"即将圆满收官、"十五五"正待启幕之际，市委经济工作会议召开。会议总结 了今年经济工作，分析了当前经济形势，部署了明年经济工作。 与会人员深入学习会议精神，纷纷表示将立足职能职责，鼓足干劲争前列，加快建设国家中心城 市，全力打造"五个中心"、全面建设现代化大武汉，努力在支点建设中当好龙头、走在前列，奋力谱写 中国式现代化武汉篇章，确保"十五五"开好局起好步。 以武汉都市圈为中心推进长江中游城市群联动发展，是赋予武汉的重大使命责任。会议提出，全力 推进区域协同联动，打造高质量发展增长极。 市发展和改革委员会党组书记、主任王洋表示，将以做好"三篇文章"为重要方向，持续强核、壮 圈、联群。加快推进"五谷协同"，探索产业园区共建利益共享，先行推动光谷、车谷、药谷联动发展； 持续深化"五同"，实施武汉都市圈"硬联通"、"32232"科技合作、园区共建等重点工程，力争2026年武 汉都市圈地区生产总值迈上4万亿台阶，促进汉襄宜"金三角"协同发展，共同做大光电子信息、"汉孝随 襄十"万亿级汽车产业走廊等优势产业集群；完善长江中游城市群省会城市合作机制，深化武汉、长株 潭、南昌都市圈协同发展，共同打造 ...

纵览一个个热火朝天的奋斗场景，不禁引人思考：人的活力、发展的活力究竟从哪来？ 发展，是拼出来、干出来的。干，就要实干。实干之"实"，重在落点实。在关键处落子，抓好重点产 业、重点行业、重点企业，有的放矢，才能干出发展质效。这是一个协同联动的过程。政府资源、企业 需求、行业优势要彼此结合、统筹调度。为企业解难题，红桥区的助企联络员主动上门服务，政策之供 与企业之需精准对接，企业的问题解决了，政策也因及时落地有了更强生命力；为助力行业发展，前不 久，京津冀节水产业联盟成立。联盟将通过整合三地政策、技术、市场资源，推动节水产业向规模化、 智能化、高端化转型。抓准重点、抓好具体，让产业、行业、企业连起来、动起来，就能培育更多新的 经济增长点，做出优质增量。 （来源：天津日报） 转自：天津日报 生活中遇到困难，人们常用四个字劝解——事在人为。生活中如此，我们干事业、谋发展，同样离不 开"人"这个关键。人是生产力中最活跃的因素，不同岗位、不同战线的拼搏奋斗，各行各业、方方面面 的创新创造，让城市始终活力四射。 越到年终岁尾，距离"十五五"新征程越近，人们奋斗的劲头越足。放眼京津冀，"2小时汽车产业圈"在 三地劳动者的协同 ...

凛冬已至，日本经济的寒意愈发浓烈。曾经人声鼎沸的大阪关西机场，如今却透着一股令人不安的冷清。免税店门可罗雀，酒店入住率暴跌，这萧条景象远 比冰冷的数据更具冲击力，如同一面镜子，映照着日本经济的窘境。而这一切的根源，都指向了那场始于高市早苗的政治豪赌。 时间回溯到2025年11月7日，在高市早苗在国会辩论中公然发表涉台言论，声称"台海冲突可能触发日本存亡危机事态"，甚至暗示自卫队可能介入。这番言 论如同在干柴上点燃了一把火，瞬间激怒了中方。更令人担忧的是，这并非深思熟虑的战略，而是一场为了迎合右翼势力的即兴表演。 然而，高市早苗或许并未料到，她强硬表态的背后，却隐藏着一场经济风暴。12月，中日航线骤然遇冷，近2200个航班瞬间蒸发，连接中日26座城市与18座 机场的46条航线陷入一片沉寂。昔日繁忙的空中走廊，如今只剩下一串串触目惊心的红色取消代码。 航班骤减，犹如一把利刃，直插日本经济的要害。每减少一班航班，都意味着无数商业机会的流失，无数家庭收入的缩水。这种具体的、可感知的痛楚，正 在日本社会蔓延，并转化为对政府无能的愤怒。数据不会撒谎，航班的消失，不仅是数量的减少，更是信心的崩塌。 然而，更令人玩味的是，就 ...

生物、汽车和造船业同样被看好。生物产业通过CDMO产能扩张和技术授权提升成长性；汽车产业 因新电动车工厂投产，产量和出口预计小幅增长；造船业在LNG船和集装箱船订单支撑下，出口预计 增长8.6%；钢铁和机械产业在保护主义抬头背景下也将下滑，建筑业则因高利率和融资收紧继续承 压。业内认为，在中国制造竞争力持续提升的环境下，韩国需以AI为核心推进企业创新，并配合更具 突破性的监管改革和激励政策。 韩国《京乡新闻》12月14日报道，随着全球人工智能（AI）投资持续扩大，韩国明年半导体和显 示设备预计将直接受益。作为AI发展的"直接受益者"，半导体产业在微软、亚马逊等企业加速建设AI基 础设施的带动下，出口额预计同比增长9.1%，达到约265万亿韩元；显示设备则因高能效OLED面板需 求增加，出口预计增长3.9%。电池产业受AI数据中心用电需求上升及电动车投放扩大影响，出口有望 增长2.9%。 （原标题：全球人工智能投资增长带动韩半导体与显示设备出口） ...

Core Insights - The global aviation industry is currently facing a crisis characterized by "demand rebound" and "supply chain bottlenecks," highlighting the necessity of building resilient supply chains, which is now deemed more critical than efficiency competition and cost optimization [1] Group 1: Supply Chain Vulnerabilities - The supply chain crisis, triggered by issues in aircraft engines, has exposed the inherent fragility of the globalized precision division of labor, stemming from extreme concentration and single-point dependency [1] - The aviation supply chain is characterized by an excessively long chain and rigid coupling failures, where delays in one segment can amplify costs and delays across the entire chain [1] - The costs of supply chain disruptions are ultimately passed down, increasing operational expenses and squeezing airline profits, which affects the long-term sustainability of the industry [1] Group 2: Pathways to Resilience - The aviation industry can learn from the automotive sector's balance between efficiency and redundancy, where companies have diversified their supply sources and strengthened strategic inventory mechanisms [2] - The semiconductor industry's approach to capacity backup and dynamic safety stock adjustments can serve as a model for the aviation sector, particularly in establishing a real-time shared and traceable network for aviation materials [2] - A transformation in the aviation industry is necessary, requiring collaboration among multiple stakeholders and a shift from a linear to a networked structure to enhance resilience against future disruptions [2] Group 3: Opportunities for China - China possesses the most complete and responsive industrial system globally, presenting opportunities to integrate into the global supply chain network during the reconstruction of aviation supply chains [3] - The challenge lies in balancing deep integration into the global system while enhancing the international influence of rules and standards, transitioning from a "participant" to a "contributor" in the aviation industry [3]

Core Insights - The narrative of "decoupling from China" promoted by Western media has not yielded significant results, as evidenced by the 2024 export data showing a different reality [1] - The rise of China's central and western regions is notable, with foreign investment in manufacturing in these areas increasing by 23% year-on-year in Q1 [1] Investment Trends - Cities like Chongqing, Chengdu, and Zhengzhou are experiencing a surge in orders for electronic manufacturing, with some orders extending into the next year [1] - The cost-effectiveness and stable power supply in China's western regions are attracting companies to establish factories there, offering better value than relocating abroad [1] Comparative Analysis - In contrast, Vietnam's manufacturing PMI fell below the growth line in Q4 of last year, and India's manufacturing faced significant losses due to power outages, amounting to $18 billion [3][5] - Apple's supplier, Luxshare Precision, has struggled with product quality in Vietnam, leading to a return of high-end production lines to Anhui [3] Cost Considerations - While labor costs in India are lower, the overall cost advantage diminishes when considering logistics and supply chain inefficiencies, such as shipping delays and port congestion [5] - China's western regions offer lower industrial electricity prices and better infrastructure, making them more attractive for manufacturing compared to India and Vietnam [6] Supply Chain Dynamics - China's complete industrial system allows for efficient production within short distances, contrasting with India and Vietnam's reliance on imported components [6] - The opening of the Chengdu-Chongqing high-speed rail has reduced logistics costs by 20%, further enhancing the competitiveness of western regions [6] Future Outlook - By 2025, foreign investment projects in regions like Chongqing, Sichuan, and Anhui are expected to increase, as companies prefer to expand production domestically rather than relocate [8] - The return of foreign enterprises is driven by the reliability of China's supply chain and the ability to meet domestic market demands [8] Competitive Landscape - The future competition will focus on creating smarter and more resilient supply chains, with China's dual strategy of high-end R&D in coastal areas and large-scale production in the interior [12] - Companies are adopting a "China 1" strategy, retaining core production in China while selectively outsourcing non-core activities [13]

Economic Overview - Japan's economy has entered a phase of negative growth, with a reported GDP decline of 1.8% year-on-year in Q3, marking a return to negative growth since Q1 2024. The primary cause is a sharp contraction in external demand, contributing -0.2 percentage points to economic growth [1] - The U.S. has increased tariffs on Japanese goods, particularly raising auto tariffs from 2.5% to 15%, severely impacting Japan's automotive industry and creating a vicious cycle of order shrinkage and economic recession [1] Domestic Demand and Consumption - Domestic demand remains weak, exacerbated by high inflation and declining real wages, which have led to reduced consumer spending. Personal consumption, which accounts for over half of Japan's economy, saw a slight increase of 0.1% quarter-on-quarter, while private residential investment fell by 9.4%, contributing -0.2 percentage points to economic growth [1] Political and Economic Response - In response to the economic challenges, Prime Minister Fumio Kishida's government approved a fiscal stimulus package worth 21.3 trillion yen (approximately 135.4 billion USD) aimed at addressing rising prices and boosting investment in sectors like semiconductors and AI. However, this plan relies heavily on fiscal expansion and monetary easing without addressing structural economic reforms [2] Structural Issues - Japan's government debt has reached approximately 263% of GDP, and further spending increases could raise long-term interest rates, intensifying debt repayment pressures and limiting investment in public welfare and innovation [3] - The government’s approach has been criticized for lacking prioritization, with resources spread across over ten industries, leading to a "follow-the-leader" strategy that fails to drive significant industrial breakthroughs [3] Long-term Economic Outlook - Japan's economy faces a dual pressure of weak external demand and sluggish domestic consumption, with limited effectiveness of policy tools due to high debt levels and structural deficiencies. Analysts suggest that Japan's economy may oscillate around the growth line for an extended period, with fiscal stimulus potentially providing only short-term relief [4] - For genuine economic recovery, Japan needs to focus on institutional reforms and technological innovation rather than relying on short-sighted policies or external confrontations, although the prospects for such a transformation appear bleak under the current circumstances [4]

Core Insights - The article discusses the contrasting GDP figures of China and the United States, highlighting that while nominal GDP shows a significant gap, purchasing power parity (PPP) indicates that China's economy is actually larger by 31% [2][24]. Group 1: GDP Comparison - In 2024, China's nominal GDP is reported at $18.74 trillion, while the U.S. stands at $29.18 trillion, suggesting a widening gap [2]. - However, when adjusted for PPP, China's GDP reaches 38.19 trillion international dollars, surpassing the U.S. by 31% [24]. - The article notes that in 2016, China's PPP GDP had already exceeded that of the U.S. by 4.5% [18]. Group 2: Distortion of Exchange Rate GDP - The article emphasizes that using exchange rates to measure GDP can lead to significant distortions, as it does not account for price level differences between countries [5][9]. - Historical data shows that in 1987, China's GDP was only 1/18th of the U.S. GDP when calculated using exchange rates, but this was misleading due to the undervaluation of the Chinese economy [7]. - The 2024 statistics reveal that despite a nominal GDP growth of only 3% for China since 2021, the PPP measure shows a substantial lead, indicating the real economic strength [24]. Group 3: Economic Growth Trajectory - The article outlines China's economic growth trajectory, noting that significant reforms in the 1990s and joining the WTO in 2001 were pivotal for its rapid industrialization and economic expansion [16][18]. - By 2010, China's PPP GDP had already surpassed Japan's, and by 2016, it officially became the world's largest economy in PPP terms [18][22]. - The article predicts that with ongoing industrial and technological advancements, China's PPP GDP could reach two to three times that of the U.S. in the next one to two decades [28]. Group 4: Industrial Strength - China's industrial output is highlighted as a key factor supporting its economic claims, with steel production at 1 billion tons, electricity consumption at 9.85 trillion kWh, and automobile production nearing 31.56 million units, all significantly exceeding U.S. figures [24][26]. - The article argues that China's large population and complete industrial system provide a competitive edge that is difficult for the U.S. to match [26].

Core Insights - The report indicates a cautiously optimistic outlook for Chinese enterprises operating in Germany, with potential for increased investment and collaboration opportunities [1][2] Group 1: Revenue Outlook - 43% of surveyed companies expect moderate to strong revenue growth in the coming year, while 46% anticipate their revenue will remain stable year-on-year [1] - 41% of companies plan to expand their workforce, and 42% expect to maintain their current employee levels [1] Group 2: Strategic Importance - Over half of the surveyed companies consider Germany as their European headquarters, highlighting its significant role in the global strategy of Chinese enterprises [1] Group 3: Areas of Cooperation - The report identifies digitalization, battery technology, and the automotive industry as the three sectors with the most collaboration potential in Germany [1] Group 4: Investment Environment Concerns - Only 13% of companies view the investment environment in Germany as "favorable" or "very favorable" for the next five years, while 58% rate it as "neutral," indicating a balance of opportunities and risks [1] - Recommendations for improving the investment climate include simplifying administrative procedures, optimizing foreign investment review processes, and enhancing market transparency [1]