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(经济观察)中企出海迎海南自贸港封关新机遇
Zhong Guo Xin Wen Wang· 2025-12-12 12:17
中新社海南澄迈12月12日电 (记者 尹海明)在海南自贸港即将启动全岛封关运作之际,一个中国企业出 海基地11日在海南自贸港13个重点园区之一的海南生态软件园启动,为企业量身定制出海方案。同时, 涵盖新消费、商业零售、医疗健康、金融投资等多个行业领域的8家企业与该基地签约。 (经济观察)中企出海迎海南自贸港封关新机遇 越来越多的企业正选择从海南出海。据了解,今年前10个月,海南全省新增对外投资备案企业296家, 同比增长43%;实际对外投资额31.7亿美元,同比增长42.6%。 魏峰认为,借助海南自贸港这一政策高地,加速布局跨境研发、高端制造与离岸金融等新兴领域,可为 企业全球化征程提供有力支撑。(完) 来源:中国新闻网 编辑:张嘉怡 海南生态软件园跨境事业部总经理林诗基告诉中新社记者,该基地以"立足自贸港、链接全中国、服务 全球化"为愿景,依托海南自贸港税收政策优势,通过整合园区产业集群和专业机构的全国资源,搭建 产业链协同与资源对接平台,构建了全链条服务生态体系。 中企出海正展现强大的韧劲与活力。中国上市公司协会党委书记魏峰在正于海南省澄迈县举行的2025中 国上市公司出海产业发展大会上说,2025年上半 ...
大国五年|消费“主引擎”,持续释放增长新动能
Xin Hua Wang· 2025-12-12 01:25
网上零售额连续12年全球第一,服务消费占比持续提升,新能源车渗透率突破五成……"十四五"期 间,我国消费市场稳步扩大,结构持续优化,潜能加速释放,发展"主引擎"作用更加凸显,人民美好生 活更加具象鲜活。 超大市场规模,是我国经济长期向好的支撑条件,也是民生幸福的底气优势。跟随这组海报,感受 我国消费市场释放的蓬勃活力、巨大潜力和强大吸引力。 消息市场规模制 部指出 877 ● 过去四年社会消费品零售总额年均增长5.5% 今年有望突破50万亿元人民币 ● 网上零售额连续12年全球第一 ● 汽车产销总量连续16年全球第 新能源汽车产销量连续10年保持全球第一 · 消费对经济增长的年均贡献率达到60%左右 TE 345 57 新华社 879 ● 2025年3月,中共中央办公厅、国务院办公厅 印发《提振消费专项行动方案》 ● 2025年9月,商务部等9部门印发《关于扩大服 务消费的若干政策措施》 ● 商务部连续两年举办"服务消费季"活动,推出 了280余项服务消费领域重点活动 ● 2024年居民人均服务性消费支出占人均消费支 出的比重达46.1%,服务消费对消费增长的贡 献率达63% are and ST NIZE ...
幸福成都的逻辑:产业雄心与烟火安逸如何“双向奔赴”?
Mei Ri Jing Ji Xin Wen· 2025-12-10 09:50
每经记者|徐肖逍 每经编辑|刘艳美 12月9日,"2025最具幸福感城市"调查推选结果在"2025幸福城市论坛"上发布。成都、杭州等11个省会及计划单列市,温州、无锡等11个地级市,北京市 西城区等5个直辖市辖区,宁波市鄞州区、成都市双流区等10个城区,太仓、乐清等11个县级市当选。 "最具幸福感城市"调查推选活动由《瞭望东方周刊》主办,累计推选出100余座幸福城市(区),成为目前最具影响力的城市主题活动之一。至此,成都 已连续17年获评"最具幸福感城市"。这一成绩背后,是对成都"幸福城市"建设实践成效的认可。 置身于成都,人们既能触摸到布局未来的产业雄心,又能沉浸于温暖可亲的人间烟火。这看似相异的特质在成都如何完美相融?探寻其打造"幸福城市"的 核心密码,正是解读这份成绩单的关键。 经济活力是坚实根基:平均每年跨越一个千亿台阶 成都的活力与幸福,根植于幸福城市建设的物质基础——经济持续健康发展。数据显示,成都GDP从2019年的1.7万亿元跃升至2024年的2.35万亿元,平均 每年跨越一个千亿台阶。2025年前三季度,成都GDP同比增速达5.8%,经济运行呈现"稳中有进、稳中向好"的态势。 在这背后,营商 ...
全球感知|从扩张到深耕:中企“出海”须跨越法律与合规风险关
Zhong Guo Jin Rong Xin Xi Wang· 2025-12-10 09:38
转自:新华财经 新华财经上海12月10日电(葛佳明 杨婧淑)12月9日,由中国公共外交协会与上海公共外交协会联合主办的第十二次中国企业走出去研讨会在上海举行。与 会专家学者深入探讨中企从"走出去"到"融进去"的转型路径,普遍认为"出海"已不再是简单的商品出口或产能转移,而是迈向以本地化运营、生态协同、制 度型开放为核心的全球化新阶段。在此背景下,面对日益复杂的国际法律与监管环境,构建覆盖投资全周期的合规体系,已成为中国企业实现高质量、可持 续国际化发展的关键支撑。 从"走出去"到"融进去":中企全球化进入新阶段 随着全球经济的深度融合,中国企业的对外直接投资(ODI)在经历低谷后出现明显回升。根据《2024年度中国对外直接投资统计公报》显示,2024年中国 对外直接投资的资金流量1922亿美元,同比增长8.4%,占全球份额11.9%,连续13年稳居全球前三;存量达3.14万亿美元,连续8年位列全球前三。 在上海美国商会会长郑艺看来,中国企业出海正经历着从单纯"资金走出去"到"产业全球化"的战略升级。"中国企业对外直接投资以资本输出为主,包括股 权投资、并购等方式,随着海外市场环境的变化以及中国政策的支持,企业 ...
【UNFX财经事件】三大资产趋稳整理 市场进入PCE与会议前窗口期
Sou Hu Cai Jing· 2025-12-05 03:27
周五的全球资产交易普遍趋于谨慎。道指在 48000 点上方短暂整理后小幅回落,黄金在亚洲早盘依旧稳 站 4200 美元附近,而美元在就业与收益率信号交织下维持平稳。三条主线最终指向同一个焦点:下周 美联储的最新政策决定,以及是否将迎来连续第三次降息。 周四,道琼斯指数一度贴近 48000 点震荡,随后小幅走低。市场风格明显从前期的反弹切换为以"等待 决议"为主的节奏。尽管企业裁员较上月略有缓和,但整体劳动力降温迹象依旧明显——今年累计裁员 人数已升至 117 万,成为非衰退阶段的高位数据之一。这种就业面的疲态继续推动市场向降息方向靠 拢,也让美股在本周中后段上涨动能趋弱。投资者目前普遍将注意力集中在 12 月 10 日的利率决议上。 亚洲盘面中,金价围绕 4205 美元窄幅波动。国债收益率上扬叠加就业数据偏稳,对金价形成一定压 制,但降息预期的持续增强仍为金价提供支撑。被延后的 9 月 PCE 数据预计将在今晚发布,虽然属于 滞后指标,但作为美联储重点参考的通胀依据,其结果仍可能在会议前影响市场的定价倾向。多数交易 员因此选择在数据公布前维持轻仓状态,黄金整体呈现区间震荡。 眼下市场的叙事几乎完全收敛至"PC ...
北交所股票全天成交额139.48亿元,33股成交额超亿元
Zheng Quan Shi Bao Wang· 2025-12-02 08:40
| 920971 | 天马新材 | 30.96 | -0.35 | 2.32 | 6178.95 | | --- | --- | --- | --- | --- | --- | | 920491 | 奥迪威 | 27.52 | -1.57 | 1.88 | 6023.70 | | 920169 | 七丰精工 | 29.82 | -1.84 | 3.90 | 5971.20 | | 920593 | 鼎智科技 | 32.67 | -0.79 | 1.12 | 5960.43 | | 920885 | 星辰科技 | 19.41 | -0.41 | 3.48 | 5906.88 | | 920505 | 九菱科技 | 46.65 | -3.05 | 3.44 | 5848.69 | | 920770 | 艾能聚 | 18.76 | -2.75 | 3.73 | 5769.76 | | 920978 | 开特股份 | 33.94 | -1.51 | 1.66 | 5727.12 | | 920786 | 骑士乳业 | 9.64 | -1.93 | 4.08 | 5615.24 | | 920799 | 艾融软件 | ...
截至9月底,北京在营中小微企业较去年同期增加13.3万家
Xin Jing Bao· 2025-11-27 10:35
Group 1 - The core point of the report highlights the robust growth of small and medium-sized enterprises (SMEs) in Beijing, with a significant increase in new registrations and overall enterprise numbers [1][2] - In the first nine months of the year, Beijing saw the establishment of 235,000 new enterprises, a year-on-year increase of 22.3%, averaging over 850 new SMEs daily [1] - As of September, there were 2.212 million active SMEs in Beijing, reflecting a year-on-year growth of 6.4% [1] Group 2 - Beijing leads the nation with over 30,000 high-tech enterprises, having cultivated 16,451 innovative SMEs and over 1,200 national-level "little giant" enterprises [2] - The number of specialized and innovative SMEs has increased more than tenfold since the beginning of the 14th Five-Year Plan, with "little giant" enterprises growing by over 1,000 [2] - The specialized and innovative enterprises have achieved significant milestones, including exceeding 10,000 in number, revenue, and total market value, contributing to the modernization of the capital's industrial system [2] Group 3 - The government has implemented various policies to support SME development, including the release of guidelines for quality SME cultivation and financial support for agricultural processing SMEs [3][4] - A comprehensive service network for SMEs has been established, integrating government and social resources to provide effective support [3] - In the first nine months, the total government procurement amount for SMEs reached 52.13 billion yuan, accounting for over 70% of all contract amounts [4] Group 4 - Beijing has introduced tax and fee incentives for small-scale taxpayers and small micro-profit enterprises, streamlining tax processes with 97% of tax matters handled online [4] - The city has enhanced government procurement support for SMEs, allowing them to utilize procurement contracts for online financing [4] - A long-term regulatory mechanism for enterprise-related fees has been established, clarifying boundaries for fee-related behaviors and reducing unnecessary inspections [5][6]
印度开启34年来最大规模结构性改革
Guo Ji Jin Rong Bao· 2025-11-25 10:08
Core Points - The Indian government is set to implement significant labor reforms by the end of 2025, marking the largest structural reform since the economic liberalization in 1991 [1] - The reforms will introduce four labor codes that define gig economy, platform economy, and aggregators, impacting various worker categories including gig workers, regular employees, and women [1][2] - The labor market in India is vast, with 825 million people, but over 90% are in informal employment, earning an average wage of 83 rupees per hour [1] Labor Codes Overview - The new labor codes will cover wages, labor relations, social security, and worker safety, consolidating 29 existing labor laws that are outdated [1][2] - Regular contract workers will receive the same benefits as formal employees, including leave, medical, and social security, with reduced eligibility for bonuses from five years to one year [2] - All workers, including gig and platform workers, will be entitled to social security benefits, with aggregators required to contribute a percentage of their annual turnover [2] Gender and Youth Provisions - The reforms prohibit gender discrimination and ensure equal pay for equal work, allowing women to work night shifts under certain conditions [2] - All workers will receive minimum wage protection and labor contracts to promote social security and formal employment [3] - The transition aims to benefit the formal sector through regulatory simplification while providing greater security and fairness for workers [3] Implementation Challenges - Despite the promising legal framework, analysts highlight potential challenges in enforcement, as states must independently formulate and implement rules, which may lead to uneven policy execution [3] - Specific measures, such as mandatory canteens and night shift facilities, may be difficult to implement universally, particularly in the informal sector and manufacturing [3]
降息预期与政府重开乐观情绪助推风险资产,纳指期货涨0.5%,美债上扬,黄金回落
Hua Er Jie Jian Wen· 2025-11-12 08:24
Core Viewpoint - Weak U.S. employment data strengthens market expectations for Federal Reserve interest rate cuts, alongside optimism from the Senate passing a temporary funding bill, leading to a rally in risk assets [1] Market Performance - U.S. stock index futures rose collectively, with Nasdaq futures up 0.5%, while Asian markets showed mixed results, with the Nikkei 225 index rising 0.4% and the KOSPI gaining over 1% [3][5] - The 10-year U.S. Treasury yield fell by 3 basis points to 4.08%, and the dollar index slightly increased by 0.03% to 99.48 [5] - Commodity prices showed divergence, with spot silver rising by 1% to $51 per ounce, while spot gold fell by 0.2% to $4,118 per ounce, and WTI crude oil dropped nearly 0.4% to $60.75 per barrel [5][10][8] Employment Data - According to ADP Research, U.S. companies averaged weekly layoffs of 11,250 in the four weeks ending October 25, raising concerns about the labor market [2] - Challenger's report indicated that announced layoffs in October reached a 20-year high, suggesting a potential structural weakening in the U.S. labor market [2]
中金2026年展望 | 中美经济及债市:中美新老经济分化加剧,债牛趋势更确定
中金点睛· 2025-11-11 23:41
Core Viewpoint - The article discusses the increasing divergence between new and old economies in both China and the United States, highlighting the impact of AI on investment and employment, as well as the implications for financial markets and economic stability moving into 2026 [4][6]. Group 1: Economic Divergence - The global economy is experiencing a structural change characterized by the rapid growth of AI-driven high-tech industries, while traditional sectors like real estate and consumption face challenges [4][6]. - In the U.S., the "three highs" (high inflation, high interest rates, and high wages) are pressuring the economy and leading to a decline in corporate profits and economic activity [17][20]. - China's economy is supported by record trade surpluses and fiscal deficits in 2025, but these factors are expected to face constraints in 2026, potentially weakening economic support [4][6]. Group 2: Policy Implications - Global fiscal policies are under increasing constraints, necessitating a shift towards more accommodative monetary policies to alleviate debt interest pressures [4][6]. - The article anticipates that both the U.S. and China will likely see limited fiscal policy enhancements, with a greater probability of accelerated monetary easing [4][6]. Group 3: Market Dynamics - The stock market is reflecting the strength of the new economy, particularly in AI-related sectors, while the bond market is indicative of the weakening traditional economy [6][8]. - The article suggests that the bond bull market is more certain compared to the stock bull market, as bond yields are expected to decline significantly by the end of 2026 [4][6]. Group 4: Real Estate and Investment Trends - In China, the real estate sector continues to experience downward pressure, with new construction and sales areas declining, which is expected to impact overall economic growth [94][97]. - The article notes that the investment growth rate in real estate has reached historical lows, indicating a significant drag on the economy [97][99]. - The new economy in China, while showing some breakthroughs, still constitutes a small portion of the overall economy, with traditional sectors remaining dominant [91][93].