在刚刚公布的浙江经济4月"成绩单"上，四个字透出了底气：总体平稳。1至4月，浙江外贸展现出强劲 韧性，外贸增速高于全国。具体来看，1至4月，浙江省外贸进出口达1.75万亿元，同比(以下均为同比) 增长6.6%。其中，出口达1.31万亿元，增长9.7%；进口达4362.5亿元，下降1.6%。与一季度数据相比， 浙江进出口、出口增速依然高于全国，且份额仍在提升，同时，进口降幅进一步收窄，足可见浙江外贸 的韧性。坚持多元化市场同步发力。1至4月，尽管对美出口受阻，但浙江对东盟、拉美、中东等新兴市 场出口势头不错，出口额分别为1802.8亿元、1450.6亿元、1230.1亿元，增长9.2%、21.5%、10.4%。(浙 江日报) ...

Core Points - The Fourth China-Africa Economic and Trade Expo will be held from June 12 to 15 in Changsha, Hunan, focusing on enhancing economic cooperation between China and African countries [1] - The expo will feature five African countries as guest countries and will showcase over 800 African products, reflecting a richer variety compared to previous years [2] - China has maintained its position as Africa's largest trading partner for 16 consecutive years, with trade volume reaching $295.6 billion in 2024, a year-on-year increase of 4.8% [2] Trade and Economic Cooperation - China imported $116.8 billion from Africa, up 6.9%, and exported $178.8 billion to Africa, up 3.5% in 2024 [2] - The zero-tariff policy for products from the least developed countries in Africa has led to a 15.2% increase in imports from these nations, totaling $21.42 billion [3] - New market access has been granted to 22 agricultural products from 18 African countries, with significant growth in coffee and cocoa imports [3] Investment and Infrastructure Development - Chinese enterprises are actively investing in various economic zones in Africa, contributing to local job creation and industrial development [4] - The China-Africa Development Fund has invested over $8.4 billion in 39 African countries, facilitating over $32.8 billion in financing for Chinese enterprises [7] - Infrastructure projects include 18 connectivity projects across multiple sectors, enhancing trade and economic integration [6] Emerging Areas of Cooperation - Cooperation in digital economy, green development, and financial support is expanding, with significant investments in data centers and renewable energy projects [4][6] - The establishment of a "Panda Bond" market for African countries in China is a notable development in financial cooperation [8] - The focus on sustainable development includes projects in clean energy and technology transfer, with a commitment to enhance agricultural and industrial modernization [9]

Group 1 - The Chinese government emphasizes the need for a fair, transparent, and non-discriminatory business environment for Chinese enterprises in Europe, especially in light of new fees imposed on small packages entering the EU [2] - China expresses strong opposition to the unilateral sanctions imposed by the EU and the UK on Chinese companies, asserting that such actions lack international legal basis and undermine legitimate business interests [3] - Despite external challenges such as tariff wars, China's foreign trade has shown resilience, with a 2.4% year-on-year increase in total goods import and export volume in the first four months of the year, and a 7.5% increase in exports [4] Group 2 - The Chinese government believes it has the capability, conditions, and confidence to handle various risks and challenges posed by external factors, as evidenced by the positive performance of its economy despite high tariff barriers [4]

1、民营企业出口增长强劲 前4月京津冀区域出口创历史新高 京津冀一周观察【0514-0520】 北京日报近日消息，2025年前4个月，京津冀区域进出口总额1.43万亿元人民币，占同期我国进出口总 值的10.1％。其中，出口4454.6亿元，创历史同期新高，增长1.7％。 北京海关相关负责人介绍，2025年前4个月，北京是拉动京津冀区域出口增长的关键因素，占比较2024 年同期提高1.4个百分点至45％，主导地位进一步提高，上拉京津冀出口增速2.1个百分点，带动作用最 强。 京津冀出口呈现出民营企业出口增长强劲、新兴产业出口保持增长、自主品牌占比提升等特点。 数据显示，4月京津冀企业顶住压力交出亮眼答卷，出口1216.6亿元，创历史同期新高，增长8％，增幅 为2024年6月份以来新高。 2、2027年北京将全面实现5G规模化应用 5月16日，数智赋能·共享"京"彩——北京2025世界电信和信息社会日主题活动举办。市经信局、市通信 管理局等部门共同发布《北京市5G规模化应用"扬帆"行动升级方案（2025-2027年）》。据悉，目前本 市已建成5G基站超14万个，到2027年底将全面实现5G规模化应用，成为国内领先 ...

从银川海关获悉，今年前4个月，宁夏外贸进出口总值66.2亿元。其中，进口16.3亿元；出口49.9亿元， 同比增长6.4%。 ...

据杭州海关统计，今年前4个月，浙江对拉美进出口1814.7亿元，增长4.8%；出口1450.6亿元，增长 21.5%。进出口总值占全国同期对拉美进出口总值的15.6%，出口占全国同期对拉美出口总值的22.3%， 规模均居全国首位，创历史同期新高。 ...

新京报讯（记者左琳 通讯员陆霞 郭航）新京报记者从苏州海关获悉，2025年1—4月，苏州市货物贸易进出口总值 8521亿元，同比增长6.8%，占全国、全省进出口总值的6%、46.1%。其中，出口5403.2亿元，同比增长10.3%；进 口3117.9亿元，同比增长1.3%。 从出口产品看，机电产品作为"出海主力"含新量更足。苏州市1—4月出口机电产品4232.8亿元，同比增长9.7%， 占78.3%，其中集成电路出口539.1亿元，同比增长26.7%，电工器材出口281.4亿元，同比增长20.6%，电脑零附件 出口121.7亿元，同比增长65.6%，同期工业机器人出口3亿元，同比增长106.5%。 编辑 杨海 校对 柳宝庆 苏州海关关员在企业调研生产情况。通讯员 郭航 摄 从贸易方式看，一般贸易和加工贸易持续增长。1—4月，苏州市一般贸易进出口3600.8亿元，同比增长7.2%，其 中出口2468.7亿元，同比增长16.2%，拉动全市出口增长7个百分点。加工贸易进出口3596.9亿元，同比增长 5.4%，其中出口2239亿元，同比增长5.2%，进口1357.9亿元，同比增长5.8%。同期，保税物流进出口123 ...

Group 1 - The total value of goods trade import and export in Jiangsu Province reached 1.85 trillion yuan in the first four months of this year, an increase of 5.7% compared to the same period last year, which is 3.3 percentage points higher than the national average, accounting for 13.1% of the country's total import and export value during the same period [1] - Exports amounted to 1.23 trillion yuan, growing by 10.3%, while imports were 615.79 billion yuan, a decrease of 2.5% [1] - General trade accounted for nearly 60% of the total import and export value, with a value of 1.05 trillion yuan, an increase of 4.7%, making it the most prominent feature of the province's foreign trade in the first four months [1] Group 2 - The import and export value with ASEAN countries grew significantly, with a total of 336.56 billion yuan, an increase of 23.4%, contributing 4.5 percentage points to the overall growth of the province's imports and exports [2] - The export of electromechanical products reached 848.01 billion yuan, growing by 11.1%, which accounted for 68.9% of the province's total exports [2] - The import of consumer goods also maintained growth, with imports of consumer goods reaching 37.37 billion yuan, an increase of 6.1% [2]

Core Viewpoint - The external environment has changed dramatically in April, yet China's foreign trade has maintained stable growth, demonstrating resilience and adaptability in the face of challenges [1] Group 1: Foreign Trade Performance - China's foreign trade has shown accelerated import and export growth with ASEAN and Belt and Road Initiative countries [1] - Private enterprises have experienced rapid growth in foreign trade imports and exports [1] - The export of electromechanical products has shown a strong upward trend [1] Group 2: Economic Resilience and Policy Support - China's ability to withstand external pressures and maintain growth reflects the completeness of its industrial system and the competitiveness of its manufacturing sector [1] - The rapid adjustment capability of foreign trade and the supportive policies for stabilizing foreign trade have been crucial [1] - The significant reduction of tariffs between China and the US is beneficial for trade growth between both countries and contributes to global economic recovery [1] Group 3: Future Outlook - Despite the complex and severe international environment that constrains global economic growth, the trend of international cooperation and win-win outcomes remains unchanged [1] - China is committed to expanding its openness and steadily advancing the diversification of foreign trade [1] - Continuous effective policies to promote foreign trade development will support ongoing growth in this sector [1]

宏 观 研 究 海外周度观察 2025 年 05 月 18 日 美国经济：关税冲击的监测框架 ——关税"压力测试"系列之八 截止到 5 月中旬，美国进口商品的平均关税税率已经降至 16%左右，但仍处历史高位。目前已 进入数据验证期，如何观察美国的"抢进口"动能和"滞胀"压力？本文提出了一个监测框架。 热点思考：美国经济：关税冲击的监测框架 一、关税冲击进入数据"验证期"，如何监测其经济影响？三大维度：贸易、价格、风险偏好 关税冲突虽有缓和，但美国税率仍处历史高位。5 月 12 日以来，美国对华进口平均关税税率降 至 42%，总体平均税率降至 16%，但仍处于历史高位。耶鲁大学预算实验室的测算认为，该关 税或使美国 GDP 下降 0.65 个点，通胀上升 1.7 个点。所以，"滞胀"是基准假设。 关税对美国经济的传导，可从贸易（数量）、价格、风险偏好三个维度进行监测。1）贸易方面， 关税冲击体现为美国进口先增后减（抢进口）、出口受抑，并影响国内需求；2）价格方面，关 税将由进口价格传导至生产和消费价格，抑制实际消费需求；3）风险偏好方面，关税推升政策 不确定性，影响金融压力、美元指数，进而降低居民消费意愿、企业 ...