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龚蓉:“中国冲击”?“中国机遇”!
Xin Lang Cai Jing· 2026-01-13 23:59
可见,中国同周边国家合作是互补共赢的协作。片面解读贸易顺差,故意混淆比较优势与不公平竞争, 抹黑正常贸易往来和产供链合作,是对全球市场和市场经济规律的否定,是妄图人为割裂全球价值链、 阻挠南方国家产业升级,打的还是"本国优先"的算盘。 国际社会普遍看好中国发展前景。国际货币基金组织、渣打银行等纷纷上调对中国2026年经济增速预 期。中国"十五五"规划建议描绘了各国共谋发展、共享未来的美好图景。中国还将继续推进高质量共 建"一带一路",构建更加高效的区域互联互通网络,降低物流与贸易成本,让地理位置优越的周边国家 更好发挥区域枢纽作用。一个坚持开放、致力创新、追求高质量发展的中国,是亚洲共同繁荣的最强有 力推动者。(作者是国际问题观察员) 是"挤占发展空间",还是协作赋能?从中国出口商品结构看,中间品和资本品是拉动整体出口增长的主 要动力。而且,中国企业大力推动供应链本地化。长城、上汽等中国头部汽车企业已经相继在泰国、印 尼设厂,比亚迪泰国工厂的本地化生产比例已达54%。中国"技术溢出效应"有力提升了当地产业水平。 美的集团在泰国建成东南亚首个5G全联接空调工厂,其5G+AI质检技术有效提升了工厂效率。 中国积极 ...
成安县工商联:夯实工作基础,务实发力经济发展
Xin Lang Cai Jing· 2026-01-13 22:55
(来源:中华工商时报) 转自:中华工商时报 2025年以来,成安县工商联聚焦企业痛点难点,以精准化服务、常态化联动、规范化建设为抓手,务实 发力,赋能县域民营经济高质量发展,取得显著成效。 在破解融资难题上,县工商联建立企业融资需求动态台账,全年走访企业300余家次,收集需求27条, 与5家金融机构建立季度政银企对接机制。推广"数字工商联"APP,通过"进园区、进企业、进商会"宣 讲覆盖200余家企业,2023年至今通过平台"数据贷"放款2.93亿元,惠及265家中小微企业。 在优化营商环境方面,县工商联构建企业诉求"收集—办理—反馈—回访"闭环机制,全年收集诉求30 件,办结率和回访满意度均达100%。配合第三方开展营商环境调查,梳理企业开办、政策落实等领域 短板,形成整改清单并督促整改。 在夯实工作基础上,县工商联会员队伍壮大至230余家,覆盖多领域并推进商会规范化建设;健全工作 台账与流程规范,加强干部政策业务培训。深化"数字工商联"APP应用,加强与上级及兄弟县市区工商 联交流,借鉴先进经验创新工作方法。(师海波) ...
恒指夜期收盘︱恒生指数夜期(1月)收报26920点 高水72点
Zhi Tong Cai Jing· 2026-01-13 22:46
截至1月14日,恒生指数夜期(1月)收报26920点,升57点或0.212%,高水72点。未平仓合约总数为 115179张,减少16697张;未平仓合约净数报47006张,增加2197张。 ...
联合国贸发会议报告称——全球经济可能面临长期低增长风险
Jing Ji Ri Bao· 2026-01-13 22:07
联合国贸发会议日前发布的《2026年世界经济形势与展望》报告指出,尽管美国在2025年大幅加征关 税,但在消费支出稳健和通胀回落的支撑下,全球经济表现出超预期韧性,维持了增长势头。然而,深 层次的脆弱性依然存在。投资持续低迷和财政空间有限,正在拖累经济活动,并增加了全球经济可能面 临长期低增长的风险。报告预测,2026年世界经济将增长2.7%,略低于2025年2.8%的预估增速。 全球通胀回落,但居民生活成本压力仍大。报告指出,全球通胀已从2021年至2023年的高峰回落,2025 年全球通胀率约为3.4%,2026年预计进一步降至3.1%,但价格水平仍处于高位,生活成本上升继续侵 蚀低收入群体的购买力。其中,食品、能源和住房价格的累计涨幅仍然显著,低收入家庭、农村人口和 女性群体受冲击更大。此外,气候异常和地缘政治风险可能再次推高能源和粮食价格。 全球贸易保持韧性,但增长将继续放缓。报告指出,2025年全球贸易增速为3.8%,表现好于预期,但 由于2025年加征关税带来的"提前出口"效应减弱,预计2026年全球贸易增速将降至2.2%。虽然总体增速 放缓,但是旅游、数字服务等服务贸易增长强劲。另外,企业也正在 ...
【干字当头开好局·访谈】多点发力,让“民生愿景”变为“幸福实景”
Xin Lang Cai Jing· 2026-01-13 20:54
转自:安徽新闻网 (来源:安徽新闻网) 保障和改善民生没有终点,只有连续不断的新起点。我们将始终践行以人民为中心的发展思想,把省委 经济工作会议的精神转化为一件件可感可及的民生实事,为全省人民群众提供更可靠更充分的保障。 问:省委经济工作会议提出"要稳步增加城乡居民收入"。省人力资源和社会保障厅作为城镇居民增收工 作的牵头单位,2026年,将采取哪些举措积极推进? 答:2026年是"十五五"开局之年,我们将坚决贯彻省委省政府决策部署,围绕增加城镇居民"四项收 入",凝聚部门合力,多措并举积极推进。一是制定促进城镇居民增收细化方案,加大改革创新力度, 将相关收入指标分解到最细颗粒,分区域、分行业、分人群摸清增收现状,分领域明确增收目标、路 径、举措,进一步完善政策体系。二是协同行业主管单位,积极引导吸纳城镇就业多的制造业等行业合 理提高在岗人员工资待遇,引导工资水平高的金融业等行业释放更多优质岗位增加工资性收入。三是持 续优化创业政策举措,激发青年群体创业热情。会同金融、税务等部门对有创业意愿的劳动者给予资 金、场地、税收等支持,扩大市场主体规模、助力个体工商户发展增加经营净收入。四是协调住房建设 部门优化阶段 ...
促进服务业提质、消费扩容 上海发布28条举措
Xin Lang Cai Jing· 2026-01-13 19:50
(来源:经济参考报) 苏商银行特约研究员付一夫在接受《经济参考报》记者采访时表示,《若干措施》着眼于构建供给提质 与消费扩容的联动生态,以28条举措实现双向赋能,亮点鲜明且靶向精准。他进一步分析,《若干措 施》聚焦核心赛道形成政策闭环,瞄准金融、文体娱乐等六大行业,通过精准施策筑牢了联动发展根 基;同时,强化业态融合创新,重点推动文旅商体展跨界联动,支持电竞、微短剧等新消费业态,拓展 沉浸式消费场景,放大了赛事经济、票根经济等溢出效应。 付一夫表示,上海此次的政策实践,对探索经济高质量发展路径具有重要意义:一是畅通供需循环,以 高品质服务供给匹配消费升级需求,破解当前服务业供给结构滞后于需求的痛点,形成"供给升级、消 费提振、产业增收"的良性循环;二是培育增长新动能,激发数字消费、银发经济等增量空间,依托赛 事、文博展览等IP带动综合消费,增强经济内生动能;三是推动产业转型,引导平台经济从低价竞争转 向品质竞争,提升服务业价值含量;四是夯实发展根基,通过服务提质增进民生福祉,带动就业增收, 同时优化消费环境,增强城市吸引力与经济发展韧性,为超大城市经济转型提供示范路径。 同时,记者注意到,平台经济已成为政策的 ...
港股次新股开年整体走强
Zheng Quan Ri Bao· 2026-01-13 17:08
本报记者 田鹏 2026年开年以来,港股次新股迎来良好开局。Wind资讯数据显示,今年以来,截至1月13日收盘,121只次新股算术平均涨 幅达5.94%,其中有19只个股自上市以来股价涨幅超过100%。 接受《证券日报》记者采访的专家表示,这一轮港股次新股的良好表现并非短期市场情绪反弹,而是多重核心因素共振的 结果。从标的结构来看,硬科技成为核心主线,人工智能、半导体GPU、生物医药等赛道的优质企业集中上市,这些企业凭借 技术稀缺性与成长确定性,成为资金追捧的核心标的。 首先,标的结构持续优化,硬科技成为上市主力。近年来,赴港上市公司精准覆盖人工智能、半导体、生物医药等前沿领 域,普遍具备技术稀缺性与成长确定性。 其次,全球资本加速回流中国资产,为港股次新股股价走强提供了资金支撑。瑞银数据显示,2025年全球前四十大国际投 资人对中国资产配置较2024年显著回升,但与2017年至2021年的均值相比,仍有较大提升空间。 具体来看,材料行业11只个股中,8只股价年内上涨,其中南山铝业国际控股有限公司和容大合众(厦门)科技集团股份 公司涨幅超过20%。 5只金融类次新股股价年内全部实现上涨,轻松健康集团和南华期货 ...
服务业开放提速!宁波、合肥、苏州纳入试点
Guo Ji Jin Rong Bao· 2026-01-13 16:34
Core Viewpoint - The Chinese service industry is accelerating its opening up, with a broader range of benefits, as the Ministry of Commerce has issued a comprehensive pilot task for nine cities, including three in the Yangtze River Delta region, enhancing regional integration and development [1][2]. Group 1: Expansion of Pilot Cities - The number of pilot cities in the Yangtze River Delta has reached six, with the inclusion of Ningbo, Hefei, and Suzhou, which fills key gaps in the regional open layout and forms a comprehensive open network [2][3]. - By the end of 2024, the actual foreign investment in the service sector is projected to reach 8,262.5 billion yuan, with the service industry accounting for 7,845.6 billion yuan, representing over 70% of total foreign investment [2]. Group 2: Regional Economic Development - The expansion of service industry pilot programs is seen as a crucial engine for high-quality regional economic development, particularly in the Yangtze River Delta, which is one of the most active and open regions in China [3][4]. - The pilot program encourages cities to develop unique tasks based on their strengths, fostering a complementary open structure among the cities [4]. Group 3: City-Specific Strategies - Ningbo, leveraging its world-class port resources, focuses on technology services, digital trade, and international shipping, aiming to attract high-end manufacturing enterprises and enhance its cross-border trade environment [4][5][6]. - Hefei is positioned as a regional technology innovation hub, concentrating on reforms in the technology service sector to support high-tech achievements and deepen integration with advanced manufacturing [6][7]. - Suzhou aims to integrate modern services with advanced manufacturing, particularly in the biopharmaceutical sector, and explore mechanisms for efficient and secure cross-border data flow [7][8]. Group 4: Collaborative Development - The inclusion of these three cities in the pilot program is a significant milestone for collaborative opening in the Yangtze River Delta, promoting a multi-layered, differentiated, and high-level open structure [9][10]. - The cities are expected to complement each other, with Hefei focusing on high-tech services, Ningbo on manufacturing and export trade, and Suzhou on service outsourcing, enhancing the overall competitiveness of the region [9][10]. Group 5: National Economic Implications - The pilot exploration in these three cities will support the construction of a higher-level open economy in China, improving international competitiveness and attracting quality foreign investment and talent [11].
通胀降温!美国12月核心CPI同比涨2.6%低于预期
Sou Hu Cai Jing· 2026-01-13 16:15
Core Insights - The core consumer price index (CPI) for December in the U.S. showed a year-on-year increase of 2.7%, matching November's figure and aligning with market expectations [1] - The core CPI, excluding food and energy, rose by 2.6% year-on-year, which was below the anticipated 2.7%, and increased by 0.2% month-on-month, also lower than the expected 0.3% [4] - The Federal Reserve's inflation target is set at 2%, and the report indicates that inflation is trending downwards but remains at a relatively high level [7] Market Reactions - Following the CPI data release, U.S. stock futures turned positive, and Treasury yields decreased. Spot gold rose by 0.77% to $4632.5 per ounce, while silver increased by 4.53% to $88.958 per ounce [8] Key Contributors to Inflation - Housing costs were the largest single contributor to inflation, rising by 0.4% in December and accounting for over one-third of the CPI weight, with a year-on-year increase of 3.2% [10] - Other areas of price increases included food prices, which rose by 0.7%, and entertainment, airfare, and healthcare costs. However, egg prices fell by 8.2%, down nearly 21% year-on-year [11] Market Expectations for Interest Rates - Traders increased bets that the Federal Reserve might lower interest rates as early as April, with a probability of 42% for a rate cut, up from 38% prior to the data release. June remains the most likely timeframe for a rate cut [11] - The Chief Investment Officer of Reagan Capital noted that while inflation is still relatively high, it is on a downward trend, suggesting that the Federal Reserve will maintain a cautious stance at least until spring [11]
已超160家!西北地区唯一双项试点城市
Sou Hu Cai Jing· 2026-01-13 14:36
Group 1: Core Insights - Xi'an has been selected as a pilot city for "new consumption formats, new models, and new scenarios" and "international consumption environment construction," making it the only city in Northwest China to receive both designations [1] - The city has also been recognized as one of the first "national retail innovation and enhancement pilot cities" in 2025, further solidifying its status in the consumption sector [1] Group 2: Tax Refund and Duty-Free Shopping - The first city duty-free shop in Northwest China opened in Xi'an, allowing travelers to enjoy "in-city shopping and port pickup" services [3] - Since the introduction of the "immediate refund" policy in 2025, Xi'an's tax refund sales have reached 800,000 yuan, with tax refunds exceeding 70,000 yuan [3] - By the end of last year, there were over 160 tax refund stores in Xi'an, marking a 331% year-on-year increase [3] Group 3: Service Industry Pilot Tasks - The Ministry of Commerce has issued a comprehensive pilot task document for nine cities, including Xi'an, to accelerate the opening of the service industry [4][6] - The pilot tasks focus on three main areas: effective promotion of pilot work, encouraging differentiated exploration based on local advantages, and strengthening organizational implementation [6] Group 4: Specific Areas of Focus - In telecommunications, tasks include removing foreign investment restrictions in app stores and internet access services, and promoting new business models in data processing [7] - In healthcare, support for foreign doctors to open clinics and the establishment of foreign-funded nursing schools is encouraged [7] - In finance, the development of international factoring and green bond rating services is promoted [7] Group 5: Transportation and Talent Mobility - Support for cross-border transportation initiatives and the establishment of a "green channel" for cross-border bus services is included [8] - Measures to facilitate the entry and stay of foreign talent, including visa conveniences for foreign management and technical personnel, are outlined [9] Group 6: Future Development and Innovation - Xi'an is encouraged to conduct pilot reforms in railway consignment rights and to strengthen its role as a national technology innovation center [12] - The city aims to enhance domestic and international innovation cooperation and attract various innovation resources [12]