制图：仲昭宇 在外部环境复杂严峻情况下，上海经济顶住压力，展现出极强的韧性，今年前三季度GDP实现5.5%的 亮眼增长。 尽管去年四季度高增长基数因素或对全年增速造成一定回落压力，但通过分析今年1—10月部分行业统 计数据可以看出，上海经济高质量发展的积极因素正在增多，结构更优、后劲更足——这是上海经济答 卷中最值得关注的特征，也是上海未来发展的信心所在。 看"动能转换" 经济发展的韧性和后劲，更要看结构优不优。 今年以来，上海经济结构转型持续加快。1—10月，上海三大先导产业制造业产值增长7.6%，其中集成 电路、人工智能分别增长10.9%和11.1%；工业战略性新兴产业产值增长7.2%。 这表明，代表新质生产力的发展新动能正在持续壮大。 与此同时，截至9月末，科创板589家上市企业中，上海占94家，位居全国第二。这也从侧面印证了上海 企业的"硬核"实力。 看"消费反超" 看"流量汇聚" 今年以来，面对复杂多变的国际形势，上海外贸进出口好于预期。1—10月，上海外贸进出口总额同比 增长5.2%。其中，出口总额同比增长达到10.5%，特别是对非美市场出口增长16.3%，显示中国及上海 企业极强的市场竞争力和市 ...

Core Insights - Economic provinces in China play a crucial role in stabilizing the national economy and driving high-quality development, with a clear roadmap emerging from recent "14th Five-Year" planning proposals [1][2] Group 1: Economic Performance - The top ten economic provinces contribute nearly 20% of the country's area and over 60% of GDP, acting as stabilizers and leaders in high-quality development [2] - In the first three quarters of this year, all nine provinces in the top ten exceeded or matched the national average GDP growth rate, showcasing strong development momentum [2] - Jiangsu's GDP surpassed 10 trillion yuan for the first time, while Shanghai and Hunan both exceeded 4 trillion yuan, raising the entry threshold for the "four trillion club" [2] Group 2: Future Planning - Five of the ten economic provinces have set ambitious goals to lead in various aspects, such as Guangdong aiming to double its economic total by 2035 and achieve per capita GDP at the level of developed countries [3] - Jiangsu emphasizes leading in high-quality development, technological innovation, and promoting common prosperity [3] - Zhejiang aims for significant progress in high-quality development and common prosperity demonstration within five years [3] Group 3: Structural Optimization and New Momentum - Economic provinces are pioneers in optimizing development structures and fostering new growth drivers, with policies promoting digital economy and AI [4][5] - Guangdong has released a detailed plan for digital economy development, including initiatives for data circulation and AI core industries, targeting over 440 billion yuan in scale by 2027 [5] - The focus on emerging industries is evident, with provinces like Zhejiang and Shandong prioritizing AI, new materials, and biotechnology in their planning [5] Group 4: Domestic Demand and Investment - Economic provinces are enhancing domestic demand and stabilizing investment through various initiatives, including significant financial allocations for consumer incentives [6] - Guangdong has allocated 3.5 billion yuan for six major consumer policies, while Jiangsu plans to distribute over 400 million yuan in consumption vouchers [6] - Major infrastructure projects are progressing, such as the completion of key bridges and water resource projects, which are expected to benefit millions [6] Group 5: Reform and High-Level Opening - Economic provinces are actively working on deep reforms and high-level openness, with measures to improve the business environment and integrate into the national market [7] - Sichuan has introduced 25 measures to address business environment challenges, while Henan has developed a plan to support the national market integration [7] - Future focus areas include breaking regional collaboration barriers and testing new mechanisms in emerging sectors like low-altitude economy [7]

Group 1 - The total value of China's goods trade imports and exports reached 41.21 trillion yuan in the first 11 months of the year, with a year-on-year growth of 3.6%, maintaining the same growth rate as the previous 10 months [1] - In November, the year-on-year growth rate of imports and exports rebounded to 4.1%, marking 10 consecutive months of growth since February [1] - Private enterprises have become the "main force" in this achievement [1] Group 2 - The import and export value of private enterprises reached 23.52 trillion yuan in the first 11 months, with a year-on-year increase of 7.1% [3] - The number of private enterprises with import and export records increased by 66,000 year-on-year [3] - In November, the growth rate of imports and exports for private enterprises accelerated by 3.9 percentage points compared to the previous month, with both exports and imports experiencing growth for nine consecutive months [3]

Economic Growth and Development - Guangzhou aims to elevate its economic scale, targeting a GDP of 3.1 trillion yuan by 2024, with an expected GDP increment of 700 billion yuan during the "14th Five-Year Plan" period [1] - The city has maintained a "double trillion, double growth" trend in social retail sales and foreign trade, becoming the third city in China to achieve this milestone [1] - The average annual disposable income growth for urban and rural residents is 5.13% and 6.95% respectively, both exceeding GDP growth [1] Talent and Employment - Guangzhou is implementing the "Million Talents Gather in South Guangdong" initiative, focusing on attracting high-level foreign talent, ranking among the top three in national talent attraction [1] - The city has added 1.634 million new jobs, emphasizing a strategy prioritizing employment [1] Technological Advancements - Guangzhou has made significant strides in technology, with its global ranking in the "Nature Index - Research Cities" rising to 6th, and the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally [1] - The city has developed key technologies, including the first domestically built ocean drilling vessel and a new flu drug, showcasing its commitment to national strategic technology [2] Infrastructure and Connectivity - The Nansha area has seen its GDP surpass 230 billion yuan, with a population nearing 1.3 million, attracting over 3,500 Hong Kong and Macau enterprises [2] - Baiyun Airport has become one of China's three comprehensive international aviation hubs, with passenger throughput increasing from 43.77 million in 2020 to 76.37 million by 2024, a growth of 74% [2]

Export Performance - November exports increased by 5.9% year-on-year, exceeding the expected 3.8%[6] - Monthly export value reached $330.35 billion, with imports at $218.67 billion, resulting in a trade surplus of $111.68 billion[6] - Exports to the EU, Africa, and Latin America showed strong growth, with EU exports rising 14.8% year-on-year[6] Trade Dynamics - Exports to the US decreased slightly, with November exports valued at $33.79 billion, a year-on-year decline of 28.6%[6] - Exports to Africa surged by 27.6% year-on-year, with a monthly export value of $20.9 billion[6] - Exports to Latin America also strengthened, with a year-on-year increase of 14.9% and a monthly export value of $26.23 billion[6] Product Categories - High-tech products, electromechanical products, and labor-intensive products saw year-on-year growth rates of 7.7%, 9.7%, and -8.3%, respectively[6] - Integrated circuits and general machinery exports performed strongly, contributing significantly to overall export growth[6] Import Trends - November imports increased by 1.9% year-on-year, below the expected 3%[6] - Major imports included computers and integrated circuits, which showed significant growth in import value[6] Future Outlook - Short-term export pressures are anticipated due to declining container booking volumes since November 9, indicating potential challenges in December[6] - Long-term resilience is expected to be supported by global manufacturing recovery and price advantages of Chinese export goods[6] Risk Factors - Uncertainties surrounding US tariff policies may impact China's export performance, with potential legal challenges affecting future tariff implementations[8]

Macro Economic Overview - China's GDP is projected to grow by approximately 5% for the year, with a 5.2% year-on-year growth recorded in the first three quarters [1][3] - The industrial and service sectors are driving growth, with industrial value-added increasing by 6.1% and service sector value-added rising by 5.4% year-on-year [3][4] - Exports have exceeded expectations, with a 6.1% increase in dollar terms and a 7.1% increase in yuan terms for the first three quarters, despite a 16.9% decline in exports to the US [4] Micro Economic Insights - The urban unemployment rate averaged 5.2% from January to October, while per capita disposable income nominally grew by 5.1% and 5.2% in real terms [5][6] - Industrial enterprises' profits increased by 1.9% year-on-year from January to October, with improvements in accounts receivable and inventory management [6] - Structural issues persist, particularly among youth, with an average unemployment rate of 16.6% for those aged 16 to 24 [5][6] Future Economic Outlook - The "15th Five-Year Plan" is expected to maintain a medium to high growth rate, with an annual growth target of around 5% [7] - Key trends include continued economic growth, optimization of industrial structure, and a stable investment rate around 40% [7] - Recommendations for achieving these goals include enhancing consumption's share of GDP and fostering the development of large technology enterprises [7]

近期，多家国际机构陆续发布2025年全球经济与贸易展望。尽管美国新一轮关税政策为全球贸易环境增 添不确定性，但最新数据表明，全球经济展现出超预期的韧性。其中，以中国为代表的新兴南方经济体 保持增长动能，使得全球贸易在逆风中仍呈现扩张态势。 （文章来源：中国经营报） 从数据来看，广东外贸的韧性首先体现在优势产业的稳定支撑。机电产品和音像设备等第16类商品继续 担任"压舱石"，占全省进出口总额的55.68%，规模与增速均处于全国前列。贸易方式结构也在发生变 化：一般贸易保持主导，但海关特殊监管区域物流货物以及保税监管场所进出境货物增速超过20%，显 示广东省正通过制度型开放提升供应链效率。 贸易伙伴结构的变化同样反映了广东在全球网络中的深度嵌入。香港、美国、日本、韩国等传统市场保 持稳定，同时，对阿联酋、巴西、波兰等新兴市场的贸易迅速增长，其中对巴西的贸易成为新增亮点。 传统优势与新兴市场的"双支点"组合，为广东外贸打开了更具弹性的空间。 然而，横向对比也揭示广东在纺织、化工等传统领域仍有转型压力。一方面，新质生产力正在成为外贸 竞争的重要衡量标准；另一方面，人工智能、数字贸易、"一带一路"合作等新的增长领域正在 ...

新华社北京12月5日电 题：扩大高水平对外开放 加快建设强大国内市场——访商务部党组书记、部 长王文涛 新华社记者谢希瑶 党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建 议》（以下简称《建议》），就"扩大高水平对外开放""建设强大国内市场"作出部署，提出"积极扩大 自主开放""大力提振消费"等具体举措。 如何落实扩大高水平对外开放的重要任务？怎样进一步释放消费潜力，为建设强大国内市场提供有 力支撑？记者采访了商务部党组书记、部长王文涛。 坚持开放合作、互利共赢是中国式现代化的必然要求 问：《建议》对"扩大高水平对外开放，开创合作共赢新局面"作了专章部署，"十五五"时期，我国 扩大高水平对外开放有什么重要意义？ 答："十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，扩大高水平对外开 放具有重大意义。 ——扩大高水平对外开放，是全面推动高质量发展的强大动力。"十五五"时期，我国发展面临的战 略机遇和风险挑战并存、不确定难预料因素增多，要求我们积极识变应变求变，用好发展机遇、潜力和 优势，完整准确全面贯彻新发展理念，加快构建新发展格局，因地制宜发展新质生产力， ...

Core Insights - Yiwu's foreign trade has shown strong resilience in 2023, with the import and export scale exceeding 700 billion yuan for the first time in history during the first ten months, reaching 701.19 billion yuan, a 25.2% increase compared to the same period last year [1][3]. Trade Market Performance - In the first ten months of 2023, Yiwu's imports and exports to emerging markets such as Africa and Latin America grew by 21.8% and 14% respectively, while trade with ASEAN countries saw an increase of over 50% [1]. - A local business reported a 10% increase in export sales compared to the previous year, particularly noting significant growth in Indonesia and other ASEAN nations [3]. Market Expansion Initiatives - Yiwu has organized various product exhibitions in ASEAN countries like Thailand and Vietnam to expand its sales market, including a cultural products exhibition in Indonesia in November 2023, which involved nearly 100 enterprises and is expected to achieve around 100 million yuan in intended transactions [5]. Trade Agreements and Benefits - The signing of the upgraded version of the China-ASEAN Free Trade Area 3.0 agreement in October 2023 presents new opportunities for businesses to expand into the ASEAN market [7]. - In the first ten months of 2023, Yiwu Customs issued 130,000 certificates of origin for China-ASEAN trade, valued at 2.867 billion USD, allowing products like thermal cups exported to Indonesia to enjoy zero tariff benefits [7]. Transportation Developments - Yiwu's TIR international road transport has surpassed 100 trips, marking a significant milestone in cross-border logistics, with the service evolving from "monthly departures" to "weekly ten departures" [9][11]. - TIR, based on a UN convention, offers advantages such as streamlined customs procedures and faster transport times, becoming a crucial channel for Yiwu's small commodity exports to Central Asia [11].

人民财讯12月3日电，浙江《推动经济高质量发展若干政策（2026年版）（征求意见稿）》公开征求意 见。其中提到，打好"稳拓调优"组合拳。支持重点展会100个以上，组织不少于2000个团组赴境外拓市 场。推动"直播+平台+跨境电商"三位一体融合发展，对符合条件的单个园区最高可给予300万元补助。 支持内外贸一体化发展，进一步扩大国内贸易险规模。实施外贸龙头企业培育"蛟龙行动"，支持中小外 贸企业上规升级。支持国际营销支持体系和外贸产业带公共服务平台建设，对带动出口的境外投资、开 展新型易货贸易等融资，最高可给予50%贴息补助。 ...