来源：郑经 简单说,美元最近像是个过气的明星,有点黯淡。 今年美联储降了三次息,美元指数跌破了90,年内 跌了超过8%。大家对他的热情,肉眼可见地降 温。 1. 经济基本盘在好转:咱们前三季度GDP增速稳在 5%以上,出口连续正增长,尤其像新能源汽车、 锂电池这些"新东西"出口很猛。这是支撑汇率的 底气。 2. 年底"结汇潮"汹涌:每年四季度,外贸企业都 要把赚的美元换成人民币(结汇)。今年大家预期 人民币升值,更急着换,形成"越涨越换,越换越 涨"的循环。市场里等着换回人民币的美元,是个 不小的数字。 3. 中美经济周期"错位"了:用个简单比喻,美国 经济在"踩刹车",而我们在艰难"爬坡过 坎"后,开始"轻踩油门"了。一边在挤泡沫,另 一边在攒后劲。货币强弱,说到底就是国力强弱的 镜子。 为啥会这样? 几个原因: 1. 美国经济有点"虚":最直观的是就业,失业率 升到了4.6%,新增就业人数断崖式下跌。这说明企 业收缩,消费乏力,经济在减速。 2. 政治开始"指挥"央行:特朗普放话要找个听话 的美联储主席。一旦央行失去独立性,印钞就变成 了政治工具,大家对美元的信任自然会打折扣。一 个信用基石松动了的货币, ...

Core Viewpoint - China's foreign trade is a crucial pillar of the national economy and a key vehicle for opening up to the outside world, demonstrating resilience and global competitiveness amid complex global economic conditions [1] Group 1: Performance and Growth - In 2025, China's foreign trade is expected to achieve both qualitative and quantitative improvements, with total import and export value projected to reach new highs [2] - For the first 11 months, China's total goods trade reached 41.21 trillion yuan, a year-on-year increase of 3.6%, with exports at 24.46 trillion yuan (up 6.2%) and imports at 16.75 trillion yuan (up 0.2%) [2] Group 2: Policy Support - The continuous improvement of the policy support system has been instrumental in achieving these results, with measures to promote integration of domestic and foreign trade, enhance service exports, and facilitate green trade [3] - A comprehensive support network covering fiscal, financial, customs, and new business models has been established to help foreign trade enterprises cope with market fluctuations and enhance competitiveness [3] Group 3: Structural Optimization - The core highlight of China's foreign trade in 2025 is the collaborative optimization of product, business model, and market structures, shifting growth momentum from quantity expansion to quality enhancement [4] - Exports of high-tech and high-value-added products, such as machinery and electronics, have become the main drivers of growth, indicating a transition from "Made in China" to "Intelligent Manufacturing in China" [4] Group 4: Market Diversification - The diversification of market layouts has significantly enhanced the resilience of foreign trade, with ASEAN remaining the largest trading partner and emerging markets showing strong growth [5] - Private enterprises have played a crucial role in stabilizing foreign trade, accounting for 57.1% of total foreign trade value, reflecting the ongoing optimization of the business environment [5] Group 5: Future Outlook - Looking ahead to 2026, China's foreign trade is set to accelerate towards cultivating new competitive advantages, driven by technological innovation, green transformation, and institutional innovation [6][7] - The integration of digital technologies and the development of green trade are expected to create new opportunities in international markets, aligning with global energy transition trends [8] Group 6: Strategic Recommendations - Future efforts to cultivate new foreign trade momentum should focus on policy guidance, regulatory alignment, and market expansion, emphasizing the development of digital and green trade [9] - Enhancing the business environment and supporting small and medium-sized enterprises will be essential for effectively exploring diversified international markets [9]

Group 1 - The core viewpoint of the articles highlights the impact of the rising RMB to USD exchange rate on export companies, prompting them to adopt measures to mitigate the effects [1] - Many export companies are accelerating their foreign exchange settlements to cope with short-term fluctuations in the exchange rate [1][8] - Companies are also optimizing their settlement methods and enhancing their core competitiveness to increase resilience against exchange rate volatility [8][10] Group 2 - A specific egg production company in Jiangsu Nantong has exported nearly 100 tons of egg powder to the European market since the fourth quarter, receiving approximately 700,000 USD in foreign exchange [3] - The chairman of the egg company stated that they are promptly settling every foreign exchange received, which has effectively reduced losses by about 1% [5] - Another foreign trade company in Zhejiang Haining is using a combination of cross-border RMB, USD, and EUR to manage exchange rate risks, primarily through forecasting and locking in rates [7]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：商务部新闻办公室 12月23日，商务部部长助理张力主持召开外贸企业圆桌会。10家外贸企业参会，就2025年进出口情况、 2026年外贸形势等议题进行交流。 张力表示，今年以来，面对异常复杂严峻的外部形势，我国外贸顶住压力，进出口较快增长，结构不断 优化，为推动国民经济发展和就业稳定发挥了积极作用。下一步，商务部将深入贯彻落实党中央、国务 院决策部署，立足商务工作"三个重要"定位，加大政策支持，促进外贸创新发展，推进贸易投资一体 化、内外贸一体化，推动外贸实现"十五五"良好开局。 商务部、中国人民银行、海关总署和国家税务总局代表对企业反映的问题和建议进行了回应。与会企业 代表表示，今年以来，国家推出了一系列外贸政策，帮助企业向新向优发展，拓展贸易合作空间，企业 有信心应对国际环境的不确定性，实现业务平稳发展。 来源：商务部新闻办公室 责任编辑：杨红卜 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：商务部新闻办公室 12月23日，商务部部长助理张力主持召开外贸企业圆桌会。10家外贸企业参会，就2025 ...

"2025年是贵州历史上极不平凡的一年。省委、省政府深入贯彻落实习近平总书记在贵州考察时的重要讲话精神，坚决贯彻落实党中央、国务院决策部署， 坚持以高质量发展统揽全局，在全省营造大抓产业、大抓项目、大抓招商的浓厚氛围，创新实施'5+3'项目化抓落实工作机制，加强经济运行科学预判、精 准施策，推动高质量发展的思路更加清晰、措施更加精准、方法更加科学，全省经济运行总体平稳、稳中有进，实现'十四五'圆满收官，成绩来之不易， 应当倍加珍惜。"陶平生表示。 明年是"十五五"的开局之年，陶平生表示，省商务厅将按照省委经济工作会的部署安排，推动商务高质量发展，重点实施开放型经济发展攻坚行动和提振 消费专项行动。 记者：田婷婷 邢宇清 三审：熊 莺 一审：洪英杰 二审：汤成伟 一是加快发展开放型经济，积极融入和服务国家战略，用好西部陆海新通道机遇，聚焦东南亚、南亚、中亚等主攻方向，坚定不移沿着"一带一路"走出 去。围绕产业、产品和企业，推动货物贸易扩量提质增效，聚焦"六大产业集群"和三大特色产业提升产业开放水平；持续扩大化肥、白酒、轮胎"老三 样"和电动汽车、锂电池、光伏产品"新三样"出口；出台"十五五"时期外贸主体倍增行动 ...

一是更大力度推进全方位扩大内需。深入实施提振消费专项行动，实施城乡居民增收计划，扩大优 质商品和服务供给。优化消费品以旧换新政策实施。大力发展服务消费，推动商旅文体健融合发展。努 力稳住合理投资规模，突出抓好"两重"尤其是基础设施投资，提高民生类投资比重。着力健全流通体 系，加快发展内河航运、多式联运，升级城乡商贸流通网络。 省委经济工作会议在济南召开 林武周乃翔讲话 葛慧君出席 12月23日，省委经济工作会议在济南召开。会议以习近平新时代中国特色社会主义思想为指导，全 面贯彻党的二十届四中全会和中央经济工作会议精神，深入落实习近平总书记视察山东重要讲话和重要 指示批示精神，总结今年经济工作，分析当前形势，部署明年任务。 省委书记林武出席会议并讲话，省委副书记、省长周乃翔作总结讲话，省政协主席葛慧君，省人大 常委会副主任、党组书记杨东奇出席。 会议指出，今年是"十四五"收官之年，面对复杂严峻的国际形势和艰巨繁重的改革发展稳定任务， 在以习近平同志为核心的党中央坚强领导下，全省上下深入落实习近平总书记视察山东重要讲话和重要 指示批示精神，坚定扛牢"走在前、挑大梁"使命担当，统筹推进稳增长、提质效、推改革、防风险 ...

齐鲁晚报·齐鲁壹点记者 李文璇 栾海明 双语沟通搭"桥梁" 锚定争点三所联调促和解 接到报警后，派出所民警迅速响应，依法受理并开展先期处置和必要的调查取证工作。经初步判断，该 纠纷属于非警务类民间纠纷，且双方当事人均有调解意愿。据此，派出所依据相关工作规程，将案件及 相关材料移交给调委会进行调解。 从非洲塞拉利昂到山东济南，一辆卡车的跨国交易牵出了延续数月的纠纷。定金已付、货物迟滞、"货 不对板"，语言不通及商事交易规则差异让协商陷入僵局。 面对难题，济南市公安局历下分局姚家派出所人民调解委员会（以下简称"调委会"）启动"三所联调"机 制，以法理为基、以情理为媒，仅凭数小时沟通就让这场跨国纠纷得到圆满解决，实现了多方互利共 赢。 涉外贸易起纠纷 协商未果采购商报警寻帮助 2025年3月，塞拉利昂采购商因业务需求，向山东某外贸公司订购两辆卡车，并按约定支付了定金，双 方就货物规格、交付时间及运送方式达成初步共识：双方约定车辆为全新车（brand new），卡车型号 是前四后六，国际贸易术语CIF，由外贸公司承担将货物从装运港运至指定目的港的相关费用，发货时 间为付款后第二天，风险自到达目的港后转移，后该外贸公司 ...

前11个月广州外贸进出口达1.13万亿元 中新网广州12月23日电 (许青青 关悦)广州海关23日介绍，今年前11个月，广州市外贸进出口达1.13万亿 元，同比增长12.1%。月度进出口值连续5个月运行在1000亿元以上的较高水平。其中出口7559.8亿元， 同比增长20.1%，增速继续保持在全国主要(前十)外贸城市前列，展现出强劲韧性和十足活力。 进口方面，高技术产品进口为产业升级提供有力支撑，电子元件、航空航天技术产品分别进口293.8亿 元、218亿元，同比分别增长11.1%、75%，高端产业链供应链保障能力不断增强。(完) 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 前11个月，广州市有进出口实绩的企业超过2.8万家，同比增长16.6%。广州市民营企业数量接近2.5万 家，在有进出口实绩企业总数中占比近九成；广州市民营企业进出口额达6876.1亿元，同比增长 19.7%，占同期全市外贸总值的60.6%，外贸主力军作用愈发凸显。 前11个月，广州市对全球198个国家和地区进出口实现正增长，对其中的182个国家和地区进出口实现两 位数增长，海外市场发展前景愈发广阔。 从重点贸易伙伴来看，前 ...

Core Insights - The financial services available to foreign trade enterprises in Shanghai have significantly improved, with over 96% of the 30,000 eligible companies receiving bank pre-approval for credit by the end of September [1][8] - The proactive credit granting model has transformed the financing landscape for small and micro foreign trade enterprises, addressing their challenges in accessing loans [2][7] Group 1: Financing Solutions - The "沪贸批次贷" product, launched by the Bank of China Shanghai Branch in collaboration with China Export & Credit Insurance Corporation, offers specialized credit loans for foreign trade companies, featuring quick approval and no collateral requirements [2] - The "农银外贸e贷" product allows for a streamlined online application process, significantly reducing the time from application to fund disbursement to just two days [3] - The "兴贸贷" product from Industrial and Commercial Bank of China utilizes big data to assess creditworthiness without requiring collateral, providing credit limits up to 5 million yuan [4] Group 2: Data Utilization and Risk Management - The collaboration between China Export & Credit Insurance Corporation and Transportation Bank employs a model that combines data empowerment, insurance enhancement, and bank financing to support long-term financing solutions for enterprises [5] - The proactive credit model allows banks to monitor the operational status of enterprises dynamically, enabling real-time updates on credit limits without the need for repeated applications [7] Group 3: Market Impact - By the end of Q3, the "沪贸批次贷" had provided credit enhancement support to 717 enterprises, with a coverage rate of 96% among the 37,573 companies that received bank pre-approval [8] - The average credit limit for these enterprises reached approximately 3.074 million yuan, with participating banks experiencing an average credit increase of 30% [8]

Core Insights - The foreign trade scale in key regions such as the Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, and Beijing-Tianjin-Hebei has steadily expanded, with market layouts continuously optimizing and trade vitality being released [1] Group 1: Guangdong-Hong Kong-Macao Greater Bay Area - In the first 11 months, the Greater Bay Area's nine cities achieved an import and export volume of 8.3 trillion yuan, a year-on-year increase of 4.6%, marking a historical high for the same period [1] - Nearly 70% of the import and export goods are electromechanical products, with exports primarily consisting of high-tech products such as electronic components, computers, and parts [1] - The import of consumer goods like aquatic products and dairy products saw an increase of over 20%, highlighting the significant role of domestic demand [1] Group 2: Yangtze River Delta - The Yangtze River Delta's import and export volume surpassed 15 trillion yuan for the first time in history, reaching 15.46 trillion yuan, with a growth rate of 6.2% [1] - Trade with countries involved in the Belt and Road Initiative saw an 11% increase during the same period [1] Group 3: Beijing-Tianjin-Hebei Region - The Beijing-Tianjin-Hebei region recorded an import and export volume of 4.3 trillion yuan in the first 11 months, with exports reaching 1.32 trillion yuan, a historical high for the same period [1] - Private enterprises' exports exceeded 600 billion yuan for the first time, growing by 16.1%, surpassing the total for the previous year and accounting for 47.4% of the region's total export value, becoming the main driving force for regional foreign trade growth [1]