2025年，面对复杂多变的国际环境，我国全年外贸进出口总值达45.47万亿元，同比增长3.8%，连续9年 保持增长。1月19日，国新办举行新闻发布会，介绍2025年国民经济运行情况。国家统计局局长康义表 示，稳外贸多样化格局加速形成，目前我国已成为150多个国家和地区的主要贸易伙伴，高技术、高附 加值产品成为出口增长主力，外贸展现强大韧性。2025年高技术产品出口额比上一年增长13.2%。 "2025年高技术产品出口表现亮眼，是我国外贸结构升级的核心标志。这既有效拉动了整体出口增长， 也体现外贸抗风险能力增强，彰显我国在全球产业链中向高端环节攀升的竞争力。"中国商业经济学会 副会长宋向清在接受《证券日报》记者采访时表示。 记者注意到，各地近期也陆续披露了2025年外贸进出口成绩单，不少地方外贸"含新量"持续提升成为亮 点。 比如，2025年上海市实现外贸进出口值4.51万亿元，同比增长5.6%。其中，出口2.02万亿元，大幅增长 10.8%；进口2.49万亿元，增长1.8%，进出口值、出口值和进口值均创历史新高。与此同时，代表高端 制造的"新三样"出口额达1566.7亿元。其中，电动汽车出口规模突破千亿元，尤 ...

Group 1 - The "Seven Giants" of the US stock market are experiencing a breakdown, with only Alphabet and Nvidia outperforming the S&P 500 index in the past year [2][3] - The market is shifting towards a more selective investment approach, moving away from blind investments in the entire sector to targeted bets on companies that can demonstrate AI's impact on their business [3][6] - The correlation among the "Seven Giants" has collapsed, with their stock price movements no longer synchronized, despite all having trillion-dollar valuations [6][8] Group 2 - The AI trading logic has evolved, with some investors expecting AI benefits to spread to sectors like healthcare, while others continue to invest heavily in chip manufacturers or energy companies [7] - Companies like Amazon, Alphabet, Microsoft, and Meta are investing hundreds of billions in training new AI models and expanding cloud capabilities, while Nvidia remains a leader in the chip market for advanced AI models [8] - Tesla's stock has significantly underperformed due to a slowdown in electric vehicle sales, and its retail trading activity has dropped by 43% compared to two years ago [12][8] Group 3 - Despite the performance divergence, the "Seven Giants" still hold significant market influence, collectively accounting for about 36% of the S&P 500 index's market capitalization [13] - Historical trends show that popular investment groupings can become outdated, with no current alternative to the "Seven Giants" emerging yet [13]

今天早些时候，马斯克在 X 平台发文宣布，随着 AI5 芯片设计完成，特斯拉将重启超级计算机项目 Dojo 3 的开发工作。据韩国 ZDNet 网站的最新报道，特 斯拉已将其第三代 Dojo 超级计算机项目的芯片制造合同授予三星。特斯拉计划利用该超级计算机，基于其全球数百万辆汽车采集的数据，训练用于 FSD 功 能的人工智能模型，同时也将开展其他相关研发工作。值得一提的是，芯片制造环节由三星负责，而芯片封装业务则被特斯拉交由英特尔承接。 报道称，特斯拉前两代 Dojo 超级计算机所使用的芯片均由台积电制造。然而，由于特斯拉第三代 Dojo 项目的芯片需求量较小，而台积电目前手头握有大量 规模更大的订单，产能趋于饱和，因此台积电可能无法为 Dojo 3 项目提供积极的前后端技术支持。 IT之家 1 月 19 日消息，2025 年 7 月，特斯拉与三星签署了一份价值 165 亿美元（IT之家注：现汇率约合 1151.66 亿元人民币）的合同，这家韩国科技巨头 将为这家美国电动汽车制造商生产 2 纳米芯片。尽管双方此前已在多个项目上有过合作，但自这份巨额协议签订后，两家公司的合作愈发紧密，特斯拉也向 三星追加了多项 ...

每经编辑｜程鹏 1月19日，外交部发言人郭嘉昆主持例行记者会。 波兰通讯社记者提问，波兰媒体报道称，波兰军队正考虑禁止中国电动汽车进入军事基地，理由是存在收集敏感数据的风险。中方对此有何评论？ "我们注意到相关的报道。中方一贯认为，应该避免泛化国家安全的概念。"郭嘉昆回应。 编辑|程鹏 杜恒峰 校对|许绍航 封面图片来源：央视新闻截图 每日经济新闻综合自北京日报、央视新闻 ...

新华财经圣彼得堡1月19日电 根据俄罗斯汽车市场分析机构"机动车统计网"（Autostat）公布的数据， 2025年俄罗斯电动汽车市场共售出1.25万辆新车，销量与上年相比下降了30%。2024年的销量为1.78万 辆。 2025年在俄共售出449辆美国品牌"特斯拉"电动车，销量与2024年相比下降了34%。 （文章来源：新华财经） "机动车统计网"的负责人采利科夫在社交媒体上介绍说，俄电动车市场最受欢迎的品牌是中国产"极 氪"，但其销量与上年相比下滑了61%。销量排在第二位和第三位的是俄罗斯的品 牌"Evoluteh"和"Amberavto"。 中国品牌"比亚迪""小米"和"吉利"等在俄罗斯电动汽车市场也有不错的销量。采利科夫预测俄车市对这 些中国品牌的电动车需求将持续增长。 ...

一、中加经贸互利共赢，合作潜力巨大 中加两国经济互补性强，合作潜力巨大。中国作为全球第二大经济体，拥有庞大的市场和完善的产业 链，而加拿大则以其丰富的自然资源、先进的科技实力和优质的教育资源著称。《中国—加拿大经贸合 作路线图》的签署，正是基于双方对互利共赢原则的深刻认同。该路线图系统构建了双方在经贸联委会 机制、双边经贸关系、农业食品和粮食安全、绿色与可持续贸易等八大领域的合作格局，提出了28条具 体合作举措，涵盖了传统与新兴多个领域，为两国经贸合作的全面拓展提供了有力支撑。不仅促进了双 方资源的优化配置，也为两国企业带来了更多的市场机遇和发展空间。 二、中加经贸联委会合作机制升级 2026年1月14日至17日，加拿大总理卡尼对中国进行正式访问。这是加拿大总理8年来首次访华。访问期 间，双方就深化经贸合作达成广泛共识，并签署了《中国—加拿大经贸合作路线图》，标志着中加关系 迈入了一个新的发展阶段。在全球经济不确定性加强的大背景下，中国与加拿大作为重要经济体，其经 贸合作不仅关乎两国自身的经济发展，也对全球经济的稳定与繁荣产生深远影响。 在农产品贸易领域，中加双方的合作同样展现出巨大的潜力。加拿大作为农业大国 ...

Core Insights - Guangdong's high-tech product exports are projected to reach 1.14 trillion yuan by 2025, marking a 15% year-on-year increase and surpassing the trillion yuan milestone for the first time [1] - Key high-tech products driving this growth include lithium batteries, measuring instruments, medical devices, machine tools, 3D printers, and automotive parts, which account for approximately 30% of the national export share in these categories [1] - The province's bonded logistics imports and exports are expected to reach 1.93 trillion yuan in 2025, reflecting a 9.1% year-on-year growth, which is 4.7 percentage points higher than the overall foreign trade growth rate [1] Group 1 - The construction of comprehensive bonded zones in Guangdong has made significant progress, with imports and exports projected at 945.57 billion yuan in 2025, a 9.5% increase year-on-year, exceeding the provincial foreign trade growth rate by 5.1 percentage points [2] - The Guangdong Free Trade Zone is expected to see imports and exports of 815.25 billion yuan in 2025, representing a 13.3% year-on-year growth, which is 8.9 percentage points higher than the overall foreign trade growth rate [2] - The Hengqin area of the Guangdong Free Trade Zone is accelerating the integration of the Guangdong-Macao industry, focusing on "four new" industries, with a year-on-year growth of 150% in imports and exports [2] Group 2 - Guangdong's foreign trade imports have maintained a year-on-year growth for 13 consecutive months, with a projected growth of 7.9% in 2025, ranking first among major foreign trade provinces in the country [2] - The large-scale market potential continues to be released, providing a source of vitality for the high-quality development of Guangdong's foreign trade and offering global opportunities to share the Guangdong market [2] - Despite the complex and severe external environment with increasing uncertainties, the fundamental strengths, advantages, and potential of Guangdong's foreign trade remain unchanged [2]

Domestic News - Canada will import 49,000 electric vehicles from China, reducing tariffs from 100% to 6.1%, with a long-term goal of having over 50% of imported vehicles priced below 35,000 CAD (approximately 180,000 RMB) within five years [3] - In December, China's total retail sales of consumer goods reached 45,136 billion RMB, a year-on-year increase of 0.9%, with retail sales excluding automobiles growing by 1.7% [4] - Shanghai's 14th Five-Year Plan emphasizes the development of smart connected new energy vehicles through soft-hard collaboration and digital intelligence [5] - Hebei province plans to enhance electric vehicle charging infrastructure, aiming to build 1,200 high-power charging stations by 2027 [6] - Chery held its 2026 AI conference, showcasing advancements in AI technology across various vehicle models [7] - Li Auto's 2025 driving assistance report indicates a user base of 1.505 million, with a total mileage of 6 billion kilometers [8] - Lynk & Co's 30,000th vehicle rolled off the production line, with plans to expand into Latin America and the Middle East [9] - BYD opened its first brand center in Tanzania, introducing multiple electric vehicle models [10] International News - Indonesia's new car sales increased by nearly 18% year-on-year in December 2025, reaching 94,100 units, driven by incentives for electric vehicle imports [12] - Israel approved a ride-hailing bill allowing Uber and Lyft to operate, aimed at reducing taxi fares [13] - Germany plans to introduce subsidies of up to $7,000 for electric vehicle purchases to boost the market [14] - Maruti Suzuki will invest $3.9 billion to build a new factory in Gujarat, India, increasing production capacity by up to 1 million vehicles annually [15] Commercial Vehicles - Times Qi Ji and Ping An Leasing signed a strategic cooperation agreement to promote 5,000 electric heavy trucks [17] - The UK government announced a substantial subsidy program for electric trucks, with a total budget of £318 million [18] - Iveco and PlusAI are testing autonomous trucks in Spain, equipping them with SAE Level 4 technology [19] - A proposal was made in Jinan to establish regulations for the operation of unmanned delivery vehicles [20]

特斯拉 凤凰网科技讯 北京时间1月19日，据路透社报道，专家称，在加拿大取消对中国产电动汽车征收100% 附加税的政策后，特斯拉有望成为首批受益车企之一，这得益于该公司较早就开始从上海超级工厂向加 拿大出口汽车，以及在加拿大已建立的销售网络。 根据上周五宣布的协议，加拿大将给予中国产电动汽车每年4.9万辆的配额，配额内享受6.1%的最惠国 关税待遇，不再征收100%附加税，配额数量将按一定比例逐年增长。加拿大总理卡尼表示，这一进口 配额可能在五年内提高到7万辆。 不过，根据协议中的一项条款，配额的一半将留给售价低于3.5万加元(约合2.5万美元)的车型。而特斯 拉的所有车型定价都高于这一门槛。 特斯拉先发优势 虽然中国汽车制造商都渴望抓住这一机遇，扩大出口，但是特斯拉在向加拿大出口汽车方面占据了先发 优势。早在2023年，特斯拉就对其上海工厂进行了改造，生产和出口专供加拿大市场的Model Y车型。 上海工厂是特斯拉全球规模最大、成本效益最高的工厂。 特斯拉从2023年开始从上海向加拿大出口Model Y，推动加拿大最大港口温哥华2023年从中国进口的汽 车数量同比激增460%，达到44,356辆。 不过，随 ...

Group 1 - Canada will allow up to 49,000 Chinese electric vehicles annually at a Most Favored Nation (MFN) tariff rate of 6.1%, increasing to 70,000 by the fifth year [1][3] - The agreement aims to boost Chinese investment in Canadian manufacturing and create new jobs in the Canadian automotive sector [3] - Over 50% of the imported vehicles will be affordable models priced below CAD 35,000 (approximately RMB 176,000), providing more options for Canadian consumers [3] Group 2 - In 2023, Canada imported electric vehicles worth CAD 2.2 billion from China, a significant increase from less than CAD 100 million in 2022, primarily driven by Tesla's Model Y [5] - The Canadian automotive market sees annual vehicle purchases of approximately 1.8 million, with the new Chinese EV quota representing a small percentage of this market [5][6] - Ontario Premier Doug Ford expressed strong opposition to the removal of tariffs on Chinese electric vehicles, although he is open to Chinese automakers investing in local manufacturing [6]