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突发!美国、欧洲,重大变局!
券商中国· 2025-05-31 03:43
美国与欧盟的贸易谈判传来最新消息。 当地时间5月30日,欧盟委员会负责贸易和经济安全等事务的委员谢夫乔维奇与美国商务部长卢特尼克通话, 强调持续合作推动前瞻性解决方案,试图就双方贸易谈判进行沟通。据美媒报道,欧盟希望美国取消对钢铁和 汽车征收的25%关税,并希望美国总统特朗普放弃所谓的"对等关税"。 与此同时,欧盟委员会贸易委员东布罗夫斯基斯当天表示,近期美国法院对特朗普政府"对等关税"合法性的裁 决,给本已复杂的贸易环境再添一层不确定性。当前贸易谈判环境已充满变数,形势瞬息万变。 目前围绕关税的"司法大战"正面临较大的变数,包括美国企业在内的全球企业因"关税战"造成的损失也在持续 增加。据最新报道,因特朗普政府关税政策导致的成本上升和销售减少,全球主要大型企业的损失已经达到了 340亿美元。 关税的变数 据央视新闻客户端,当地时间30日,欧盟委员会负责贸易和经济安全等事务的委员塞夫科维奇与美国商务部长 卢特尼克通话,强调持续合作推动前瞻性解决方案,试图就双方贸易谈判进行沟通。 另据路透社报道,塞夫科维奇在社交平台上发帖称:"我们投入了充足的时间和精力,因为提供前瞻性的解决 方案仍然是欧盟的首要任务。我们将保 ...
C919运营航线持续“上新” 跨境航线迈出国际化步伐 | 两周年“成绩单”梳理↓
Yang Shi Wang· 2025-05-28 06:40
央视网消息:5月28日是国产大飞机C919商业运营两周年。两年来,运营航线持续"上新",最近一周,就陆续开通上海至深圳和厦门两条新航 线。航线网络覆盖中国16个城市,规模化运营全面加快。 两年间,C919不仅实现了首次商业运营,并投入繁忙的京沪航线,还第一次服务了春运,第一次飞出国门亮相新加坡航展广受好评。 从2023年5月28日全球首架交付的C919成功完成首次商业载客飞行起,国产大飞机的商业运营已满两年。C919运行技术状态正常,安全飞行表 现良好,日利用率等指标稳步提升,综合运营能力得到全面检验。 国产大飞机C919投入商业运营两年来,航线网络不断扩展,安全运营保障和服务水平进一步提升。在京沪、沪深等高收益航线上稳定运营, 不断满足我国民航市场的发展需求。 日前,国产大飞机C919正式开启上海至厦门航线的常态化商业运营。随着厦门加入C919航线网络,两年来,C919的服务范围已覆盖中国大陆 15个城市,并通过上海至香港的跨境航线迈出了国际化步伐。 目前,国航、东航、南航共18架C919飞机投入商业运营,执飞20余条商业航线,安全飞行超3.6万小时,累计运输旅客超过205万人次。 而随着C919规模化运营 ...
从默默无闻到全球焦点:这一国家如何凭借中国游客重塑旅游业?
Guan Cha Zhe Wang· 2025-05-27 08:39
【文/观察者网 王勇 编辑/赵乾坤】 据国际旅游行业媒体《旅行与旅游世界》日前报道,中国旅行者是申请克罗地亚签证的最大群体之一, 2024年来自中国旅行者的申请数量为8125份,获得通过的数量为7838份,通过率为96.4%。克罗地亚对 中国游客的吸引力在于其丰富的人文历史、自然风光及建筑遗产。 报道称,克罗地亚被誉为亚得里亚海上的"璀璨明珠",其正在努力成为促进欧洲旅游业发展的关键参与 者。随着中国出境旅游市场的强劲增长,克罗地亚也在着力吸引中国游客。 旅行者可以探索斯普利特地下酒窖、古寺庙和狭窄的小巷,走在这样的街巷仿佛置身于远古的罗马时 代。 除了深厚的人文历史和建筑艺术外,生态和自然风光同样令全球游客着迷,比如以16个层叠瀑布和被森 林环绕而闻名的普利特维采湖国家公园、以徒步旅行和水上运动著称的卡尔卡国家公园、以自然美景和 休闲生活方式而闻名的赫瓦尔岛、以色彩斑斓的海滨和狭窄的鹅卵石街道深受情侣旅行者喜爱的罗维尼 小镇以及古老与现代并存的小城扎达尔等。 报道称,受中国、土耳其、印尼和南非等关键客源市场的推动,克罗地亚正在成为国际旅行者寻求多样 化体验的必游目的地。 据加拿大《旅游周刊》报道,在国际旅游 ...
中国国航(601111)5月26日主力资金净流入1.07亿元
Sou Hu Cai Jing· 2025-05-26 07:21
金融界消息 截至2025年5月26日收盘,中国国航(601111)报收于8.12元,上涨3.44%,换手率0.77%, 成交量89.32万手,成交金额7.19亿元。 天眼查商业履历信息显示,中国国际航空股份有限公司,成立于2006年,位于北京市,是一家以从事航 空运输业为主的企业。企业注册资本1620079.2838万人民币,实缴资本1452481.5185万人民币。公司法 定代表人为马崇贤。 通过天眼查大数据分析,中国国际航空股份有限公司共对外投资了26家企业,参与招投标项目5000次, 知识产权方面有商标信息1942条,专利信息104条,此外企业还拥有行政许可203个。 来源:金融界 资金流向方面,今日主力资金净流入1.07亿元,占比成交额14.81%。其中,超大单净流入5575.07万 元、占成交额7.75%,大单净流入5075.98万元、占成交额7.06%,中单净流出流出5330.46万元、占成交 额7.41%,小单净流出5320.58万元、占成交额7.4%。 中国国航最新一期业绩显示,截至2025一季报,公司营业总收入400.23亿元、同比减少0.11%,归属净 利润204399.30万元,同比减少 ...
生产不弱,需求较稳:2025年4月经济数据点评
Tebon Securities· 2025-05-22 04:48
Economic Overview - The macroeconomic environment in April 2025 shows a steady improvement, with industrial production growing robustly and manufacturing investment increasing by 8.8% in the first four months, effectively offsetting a decline in real estate investment, which fell by 10.3%[5] - Social retail sales for January to April increased by 4.7% year-on-year, supported by the effects of trade and tourism[5] - Industrial added value rose by 6.4% year-on-year in the first four months, with strong performance in equipment manufacturing[5] Investment Insights - Fixed asset investment (excluding rural households) grew by 4.0% year-on-year in April, with manufacturing investment at 8.8% and infrastructure investment at 5.8%[22] - The decline in real estate investment is significant, with a cumulative decrease of 10.3% in the first four months, indicating a need for policy support to stabilize the sector[22] Inflation and Pricing - The current economic environment is characterized by low inflation, with the Consumer Price Index (CPI) at -0.1% and the Producer Price Index (PPI) at -2.7%[10] - The focus on price recovery is crucial, with core CPI recovery linked to the stabilization of the real estate market, which is essential for internal demand recovery[5] Structural Dynamics - The "Manufacturing Nation" strategy continues to strengthen economic resilience, effectively countering the negative impacts of real estate and consumption on economic growth[5] - The ongoing structural transformation is expected to gradually reduce the drag from real estate and consumption, allowing for a more balanced economic outlook[5] Future Outlook - The economic environment is entering a "dragon in the field" phase, suggesting a potential turning point in negative narratives, with a more optimistic view on RMB assets[5] - The macroeconomic policy is expected to dynamically calibrate and gradually strengthen, indicating a shift in market expectations[6]
C919航线已覆盖中国16城,“海外都在盯着”
Guan Cha Zhe Wang· 2025-05-21 07:08
Core Insights - The C919 aircraft has successfully completed its first commercial flight and is expanding its route network, now covering 16 cities in China, including major hubs like Shenzhen and Xiamen [1][3] - The C919 is gaining attention from both domestic and international airlines, with its performance on high-revenue routes serving as a testament to its reliability and profitability potential [1][3] - China Commercial Aircraft Corporation (COMAC) has secured over 360 orders for the C919, aiming to compete with established players Boeing and Airbus in the domestic market [4] Group 1 - The C919 has launched new routes connecting Shenzhen and Xiamen, enhancing its network to include all four first-tier cities in China [1][3] - China Eastern Airlines (China Eastern) has begun operating the C919 on the Shanghai to Shenzhen route, marking the aircraft's 13th regular commercial route [3] - The C919's operational success on domestic high-yield routes is crucial for its acceptance by international airlines and regulatory bodies [1][3] Group 2 - COMAC aims to have the C919 operating in Southeast Asia by 2026 and is seeking European certification this year [6] - The C909 regional jet has been in commercial operation with TransNusa in Indonesia, demonstrating the potential for international sales [6] - Ryanair has indicated a willingness to consider purchasing from COMAC if pricing is competitive compared to Boeing and Airbus [7]
【招银研究|宏观点评】迎风挺立——中国经济数据点评(2025年4月)
招商银行研究· 2025-05-19 09:27
Core Viewpoint - The article discusses the stable growth of China's economy in April, highlighting the resilience of external demand and the transition of new and old growth drivers, despite challenges such as declining real estate investment and low inflation pressures [6][21]. Supply Side: Stable Growth, Slowing Momentum - In April, the industrial added value of large-scale enterprises increased by 6.1% year-on-year, exceeding the market expectation of 5.2%, but down 1.6 percentage points from March [7] - The service production index grew by 6.0% year-on-year, slightly down from March [7] - High-tech industries maintained robust growth, with production increasing by 10.0%, while equipment manufacturing grew by 9.8% [7] Fixed Asset Investment: Slowing Growth, Real Estate Drag - Fixed asset investment grew by 4% year-to-date, slightly down from the previous value [10] - Infrastructure investment increased by 10.9%, while real estate investment saw a decline of 10.3%, worsening by 0.5 percentage points from the previous value [10][11] - Manufacturing investment growth slowed to 8.2%, influenced by tariff impacts and reduced willingness to invest among enterprises [16] Consumption: High Levels with Notable Highlights - Retail sales growth in April was 5.1%, slightly below the market expectation of 5.5% [19] - Significant growth was observed in categories such as communication equipment and home appliances, with increases of 20-30% [19] - The consumption of gold and jewelry surged by 25.3%, driven by high gold prices [19] Outlook: Consolidating Foundations, Maintaining Stability - The article anticipates that tariff negotiations will yield positive outcomes, improving the economic environment and supporting the goal of achieving a 5% growth rate [21] - The article suggests that while external demand remains stable, inflation may continue to be low, and the real estate market may remain weak [21]
政策与大类资产配置周观察:关税破冰,以斗争求合作
Tianfeng Securities· 2025-05-13 09:12
Group 1: Domestic Policy Developments - President Xi Jinping's state visit to Russia and participation in the 80th anniversary of the victory in the Great Patriotic War emphasized the deepening of strategic cooperation between China and Russia [10][11] - The State Council meeting led by Premier Li Qiang focused on planning key economic and social development tasks for the 14th Five-Year Plan period, aligning with the central government's strategic intentions [12][13] - The People's Bank of China announced a series of monetary easing measures, including a reduction in the reserve requirement ratio and interest rates, aimed at stabilizing the economy [14][22] Group 2: International Trade and Economic Relations - The high-level economic talks between China and the U.S. in Geneva resulted in a significant reduction of bilateral tariffs, marking a constructive step in trade relations [19][20] - The G20 Trade and Investment Working Group meeting highlighted China's commitment to expanding high-level opening-up and promoting inclusive economic globalization [15][21] - The recent easing of tariff pressures between China and the U.S. is expected to positively impact global economic stability and development [20][21] Group 3: Equity Market Analysis - The A-share market rebounded significantly due to the easing of tariff pressures and economic stabilization measures, with the ChiNext and Shenzhen Composite Index rising by 3.27% and 2.88% respectively [23] - Southbound capital flows turned positive, with a total inflow of 6.775 billion yuan from May 6 to May 9, indicating renewed investor confidence [23] - The MSCI China A-share Index experienced a slight rebound of 1.94% following the positive developments in trade relations [23] Group 4: Fixed Income and Monetary Policy - The People's Bank of China implemented a series of ten monetary policy measures to enhance liquidity and support economic recovery, including a 0.5 percentage point reduction in the reserve requirement ratio [24][27] - The central bank's first-quarter monetary policy report indicated a GDP growth of 5.4% year-on-year, reflecting a solid economic recovery [25][26] - The report emphasized the need for a balanced approach in monetary policy to support the real economy while maintaining financial stability [26]
70余家韩资企业参与 2025年在京韩资企业专场圆桌会成功举办
Bei Jing Shang Bao· 2025-05-13 07:23
活动中,相关部门围绕韩资企业普遍关心关切的问题进行宣介。市发展改革委分析讲解了2025年北京市 宏观经济形势;市商务局介绍了"两区"建设概况及部分重点领域政策;市委网信办对北京市数据跨境流 动政策进行了解读;市科委中关村管委会介绍了北京市生物医药产业环境与政策,以及支持外资研发中 心发展的若干措施。在交流讨论环节,相关部门就政策扶持方向、支持内容、应用场景等,与参会企业 进行互动答疑。 下一步,北京市将继续落实外资企业圆桌会议制度,通过座谈交流、走访调研、政策解读等形式进一步 畅通政企沟通渠道,切实解决企业发展诉求,助力外资企业在京长期稳定发展。 韩国驻华使馆商务官朴大圭表示,中韩两国在经济贸易领域合作紧密。北京市作为首都,是多数在华韩 企中国总部的所在地,更是中韩经济产业合作的核心枢纽。本次活动有助于企业深入了解北京市经济产 业政策与企业扶持措施,为韩企制定对华投资、出口战略提供有效支持。张华雨指出,近年来,北京 以"两区"建设为契机,聚焦政策创新、环境优化和服务提质,持续营造稳定、公平、透明、可预期的一 流营商环境。面对复杂多变的国际形势,北京将坚定不移深化高水平对外开放,以更优服务、更实政策 为企业发展 ...
中天城宝(深圳)科技有限公司成立,注册资本500万人民币
Sou Hu Cai Jing· 2025-05-12 16:25
Company Overview - Zhongtian Chengbao (Shenzhen) Technology Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The legal representative of the company is Li Weishao, and it is wholly owned by Guangdong Chengbao Information Service Co., Ltd. [1] Shareholder Information - Guangdong Chengbao Information Service Co., Ltd. holds 100% of the shares in Zhongtian Chengbao [2] Business Scope - The company's business scope includes a wide range of services such as transportation equipment leasing, fire technology services, sales of intelligent unmanned aerial vehicles, and various electronic and communication products [2] - Additional services include data processing and storage support, satellite technology integration, 5G communication technology services, and industrial internet data services [2]