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【宏观经济】一周要闻回顾(2026年1月21日-1月27日)
乘联分会· 2026-01-27 09:00
2025年全国吸收外资7476.9亿元人民币 2025年全国吸收外资7476.9亿元人民币 2025年我国电子商务发展情况 2025年全国电力市场交易电量达6.6万亿千瓦时,同比增长7.4% 2025年全国规模以上工业企业利润增长0.6% 2025年,全国新设立外商投资企业70392家,同比增长19.1% ;实际使用外资金额7476.9亿元人民币,同 比下降9.5%。 点 击 蓝 字 关 注 我 们 本文全文共 2639 字,阅读全文约 8 分钟 从行业看,制造业实际使用外资1855.1亿元人民币,服务业实际使用外资5451.2亿元人民币。高技术产业 实际使用外资2417.7亿元人民币,其中,电子商务服务业、医疗仪器设备及器械制造业、航空航天器及设备制 造业实际使用外资分别增长75%、42.1%、22.9%。 从来源地看,瑞士、阿联酋、英国实际对华投资分别增长66.8%、27.3%、15.9%(含通过自由港投资数 据)。 (来源:商务部 ) 2025年我国电子商务发展情况 2025年,商务部深入贯彻落实党中央、国务院决策部署,推动我国电子商务平稳发展,连续13年稳居 全球最大网络零售市场,助力提振消费、促进产 ...
中国批发和零售业增加值14.6万亿 连续13年稳居全球最大网络零售市场
Chang Jiang Shang Bao· 2026-01-26 00:22
2025年中国政府出台并落实发展数字消费政策文件,举办网上年货节等"4+N"网络扩消费活动,推动10 家平台实施超80项品质电商培育举措。数字产品成为商品消费亮点,2025年全国实物商品网上零售额增 长5.2%,对社会消费品零售总额增长贡献率36.2%。据商务大数据监测,手机、智能机器人等数字产品 网零额分别增长20.5%和18%。电商赋能服务消费,商务大数据监测,2025年线上服务消费增长22%, 其中线上购票线下体验的体育赛事,旅游产品和到店餐饮网零额分别增长63.3%、40.6%和23.7%。 "数商兴农"走进广西、四川、宁夏和山东,深化平台与农产品企业、合作社对接,"电商+产业带"持续 推进,近500场惠企对接助力供需双方在订单对接、产能承接、数智化转型方面深化合作,促进电商产 供链更好服务下沉市场。据商务大数据监测,2025年全国农村、农产品网零额分别增长6.7%、9.9%, 纺织品和药品产业电商交易额分别增长6.6%和3.8%。此外,电商带动物流快递、通信软件、人工智能 等快速发展。据国家邮政局数据,2025年我国快递业务量增长11.5%。据工业和信息化部数据,2025年 1至11月我国移动互联网 ...
全球通信软件供应商整合加速 代理AI成行业破局关键
代理AI成为主要趋势 近日,市场研究机构Omdia发布的最新行业报告显示,全球通信软件业务支撑系统(BSS)与运营支撑 系统(OSS)供应商的整合趋势正持续升温。报告同时指出,在供应商整合引发的供应链风险加剧背景 下,代理式AI(Agentic AI)正突破传统技术局限,成为通信行业数字化转型的核心引擎,其市场规模 预计将实现爆发式增长。 多位业内人士在接受《中国经营报》记者采访时表示,代理AI技术的崛起并非偶然,其通过模拟人类 决策过程实现自主优化,正在重构通信软件供应链的协作模式。相比传统AI工具,代理AI具备更强的 环境感知能力与动态调整机制,能有效应对供应商整合过程中产生的数据孤岛、系统兼容性等复杂问 题,这种技术特性使其成为破解行业转型困局的关键支点。 老牌供应商加速整合 随着5G规模化应用、算力网络建设提速及数字经济融合发展,BSS/OSS领域的供应商整合正在加速。 2025年开始多起并购交易密集落地,2025年10月,NEC株式会社宣布以29亿美元现金收购软件运营服务 平台公司CSG Systems International,交易预计于2026年正式完成。 同月,高性能模拟和混合信号半导体领域 ...
商务部:2025年重点跨境电商进口平台零售额增长5.6%
Ren Min Wang· 2026-01-23 06:13
产业电商惠企业、强带动。"数商兴农"走进广西、四川、宁夏和山东,深化平台与农产品企业、合作社 对接,"电商+产业带"持续推进,近500场惠企对接助力供需双方在订单对接、产能承接、数智化转型方 面深化合作,促进电商产供链更好服务下沉市场。据商务大数据监测,2025年全国农村、农产品网零额 分别增长6.7%、9.9%,纺织品和药品产业电商交易额分别增长6.6%和3.8%。此外,电商带动物流快 递、通信软件、人工智能等快速发展。据国家邮政局数据,2025年我国快递业务量增长11.5%。据工业 和信息化部数据,2025年1至11月我国移动互联网流量增长17%,云计算和大数据服务收入增长12.8%。 丝路电商惠全球、促共赢。2025年中国与肯尼亚、孟加拉和埃及新建,与哈萨克斯坦升级"丝路电商"合 作机制,伙伴国扩围至36个。上海"丝路电商"合作先行区形成并推广数字身份跨境互认等12项制度型创 新成果。40场"丝路电商"惠全球活动覆盖100多个国家,达成240余合作意向,近140个线上线下国家 馆,助力伙伴国共享中国大市场。据商务大数据监测,2025年重点跨境电商进口平台零售额增长 5.6%。第四届全球数字贸易博览会吸引 ...
业绩下滑的老板们,用AI监控员工
创业邦· 2026-01-07 03:22
以下文章来源于AI故事计划 ,作者孙瑞敏 AI故事计划 . 人在AI时代的命运。这个编辑部致力于记录AI时代的真实故事。 编辑丨 张霞 图源丨Mdijourney 来源丨 AI故事计划 (ID: AIstory1 ) 作者丨 孙瑞敏 32岁的皮皮,就职于北京一家中型民企。今年10月底,这家正在走下坡路的通信软件公司,耗资25 万元,在全公司范围内安装了一套AI监控系统。 这套系统可以记录员工的在岗时长、动作频率,也可以随时回答老板的提问:谁离岗了,谁在发呆, 谁效率异常。 在管理层的设想中,这套具备"可提问算力"的系统,应该能换来效率的指数级提升。 但现实很快给出了相反的答案。预期中的全员奋进并未出现,取而代之的,是一场在办公室里迅速蔓 延的"集体摆烂"。 这是一个关于技术异化的职场切片。当AI从解放生产力的工具变身为冰冷的"监工",职场关系中本就 脆弱的信任,随之被压垮。 工位上方,多了双电子眼睛 10月底的一个早上,皮皮像往常一样,九点准时走进公司。她打开电脑,从背包里摸出一包牛奶和两 片吐司,准备一边翻看邮件,一边吃早餐。 就在咽下第一口面包的瞬间,皮皮本能地察觉到办公室有些不对劲。 她抬头环顾四周,发 ...
美股异动丨Zoom通讯大涨超10%,第三财季业绩及指引均超预期+回购计划
Ge Long Hui· 2025-11-25 15:22
Core Insights - Zoom Communications (ZM.US) shares surged over 10%, reaching a high of $86.5 [1] - The company reported Q3 FY2026 earnings with a revenue increase of 4.4% year-over-year to $1.23 billion, surpassing analyst expectations of $1.21 billion [1] - Adjusted earnings per share were $1.52, exceeding the forecast of $1.44 [1] - For the current fiscal quarter, the company anticipates revenue of approximately $1.23 billion and adjusted earnings per share of about $1.49, both above expectations [1] - Zoom announced a new $1 billion stock buyback program [1]
海光信息与联通软件研究院签署战略合作协议
Group 1 - The core viewpoint of the article is the strategic partnership between Haiguang Information and China Unicom Software Research Institute, focusing on the establishment of a joint innovation laboratory to address key demands in the digital transformation of the telecommunications industry [1] Group 2 - The collaboration aims to conduct in-depth cooperation and technological breakthroughs in multiple directions within the telecommunications sector [1]
年度营收数据增速展望超预期 Zoom通讯(ZM.US)涨超8%
Zhi Tong Cai Jing· 2025-08-22 14:23
Core Viewpoint - Zoom Communications (ZM.US) stock price increased over 8% to $79.27 following the company's strong revenue growth outlook and raised profit forecast for the fiscal year, indicating successful adoption of generative AI tools and expanded product suite by enterprise customers [1] Revenue and Profit Forecast - For the fiscal year ending January, Zoom expects total revenue to be approximately $4.83 billion, with non-GAAP earnings projected between $5.81 and $5.84 per share, surpassing Wall Street's average estimates of $4.8 billion in revenue and $5.6 per share in earnings [1][1][1] Business Performance - In the second quarter of fiscal year 2026, Zoom's enterprise business sales grew 7% year-over-year to $730.7 million, exceeding Wall Street's average expectation of $716.7 million [1][1][1] - The company reported having 4,274 customers contributing over $100,000 in revenue each over the past year [1]
美股异动 | 年度营收数据增速展望超预期 Zoom通讯(ZM.US)涨超8%
智通财经网· 2025-08-22 14:17
Core Viewpoint - Zoom Communications (ZM.US) stock rose over 8% to $79.27 following the company's strong revenue growth outlook and increased profit forecast for the fiscal year, indicating successful adoption of its generative AI tools and expanded product suite by enterprise customers [1] Revenue and Profit Forecast - For the fiscal year ending in January, Zoom expects total revenue to be approximately $4.83 billion, with non-GAAP earnings projected between $5.81 and $5.84 per share, surpassing Wall Street's average estimates of $4.8 billion in revenue and $5.6 per share in earnings [1][1][1] Business Performance - In the second quarter of fiscal 2026, Zoom's enterprise business sales grew 7% year-over-year to $730.7 million, exceeding Wall Street's average expectation of $716.7 million [1][1][1] - The company reported having 4,274 customers contributing over $100,000 in revenue each over the past year [1]
园区开始流行「0租金」
投资界· 2025-08-21 08:18
Core Viewpoint - The emergence of "zero rent" industrial parks across China is a response to macroeconomic pressures, policy shifts, and regional competition, aiming to stimulate innovation and attract emerging industries [10][11][12]. Group 1: Zero Rent Industrial Park Trends - A wave of "zero rent" industrial parks has swept across China, with local governments offering significant rent-free periods to attract technology companies, with some areas providing up to five years of rent exemption [5][7][8]. - Major cities like Guangzhou, Shenzhen, and Hangzhou are leading this trend, with Guangzhou's Huangpu district offering 15,000 square meters of state-owned space rent-free, marking the largest single supply of rent-free space in the country [11][12]. Group 2: Underlying Factors - The "zero rent" phenomenon is driven by three main forces: macroeconomic challenges post-pandemic, a shift in policy focus away from land finance, and intense regional competition among cities to attract high-quality projects and talent [11][12]. - Local governments are adapting to tighter budgets and regulatory changes by seeking new, compliant support tools, such as rent exemptions and investment sharing, to stimulate growth [12]. Group 3: Operational Model Transformation - The operational model of industrial parks is evolving, with state-owned enterprises (SOEs) taking the lead in offering zero rent, allowing them to absorb short-term losses for long-term strategic benefits [14][15]. - SOEs are transitioning from traditional landlords to partners that share risks and rewards with tenant companies, focusing on long-term industry development rather than immediate rental income [15][16]. Group 4: Services Offered by Zero Rent Parks - New "zero rent" parks are positioning themselves as comprehensive service providers, offering financial services, application testing environments, talent support, and one-stop administrative services to enhance the growth of tenant companies [16][17]. - These parks aim to create a robust ecosystem that supports startups through various stages of development, from seed funding to market entry [16]. Group 5: Eligibility and Strategic Focus - Access to "zero rent" benefits is highly selective, targeting strategic emerging industries and high-growth potential companies, while traditional low-value industries are largely excluded [18][19]. - The selection criteria emphasize high-tech firms, "little giants," unicorns, and teams led by industry leaders, ensuring that only the most promising projects receive support [18]. Group 6: Economic and Social Impact - The short-term financial sacrifice of rent income by governments is viewed as an investment in future tax revenue, job creation, and innovation, with historical examples demonstrating the long-term benefits of such policies [21][22]. - The clustering of high-quality projects is expected to generate significant synergies and innovation ecosystems, enhancing the overall economic landscape [22]. Group 7: Challenges and Future Outlook - The sustainability of the "zero rent" model raises concerns about financial viability and potential market distortions, with some parks facing high vacancy rates and the risk of attracting transient companies [22][24]. - The shift from a landlord mentality to a partnership approach represents a significant evolution in China's industrial policy, focusing on long-term collaboration and ecosystem development [24][25].