与此同时，新业态新模式蓬勃发展，成为外贸增长新亮点。其中，跨境电商出口海外仓快速增长，数字 贸易（数据流动、电子单证）与绿色贸易（新能源、低碳产品）双轮驱动，进一步夯实了我国外贸持续 增长的基础。 亚太经济合作组织（APEC）"中国年"首场正式活动日前在广州开幕。记者从APEC海关手续分委会2026 年第一次全体会议上获悉，2025年我国与APEC其他经济体进出口总值达26.29万亿元，占同期外贸总值 的57.82%。"十四五"期间，这一数字累计达125.49万亿元，比"十三五"时期增长39.4%。 "新技术、新业态加速演进，为全球包容性增长与可持续发展带来新机遇。国际社会亟须以先进科技与 改革创新为抓手，推进治理能力变革与合作机制升级，携手应对各类挑战。"海关总署副署长赵增连表 示，中方将"建设亚太共同体，促进共同繁荣"作为APEC"中国年"的主题，并将"开放、创新、合作"确 定为三大优先领域，旨在锚定亚太共同体建设的长远目标，为贸易增长注入确定性和新动能。 去年以来，我国外贸市场布局持续优化，产业协同纵深发展，区域合作加快升级，贸易韧性显著增强。 2025年，我国对东盟、秘鲁、墨西哥等新兴经济体贸易保持高 ...

会议强调，当前消费结构加快从商品消费主导向服务消费主导转变，服务贸易也在万亿美元基础上迈上 新台阶，要以高水平开放为引领，坚持"政策+活动"双轮驱动，培育服务消费新增长点，鼓励支持服务 出口，创新发展数字贸易，促进展览业高质量发展，奋力实现"十五五"高质量发展良好开局。 各省、自治区、直辖市及新疆生产建设兵团商务主管部门代表，商务部有关司局负责同志参会。中央和 国家机关有关部门代表参加会议。 会议指出，2025年是"十四五"收官之年，在以习近平同志为核心的党中央坚强领导下，全国商务系统通 力合作、开拓创新，推动服务消费和服务贸易高质量发展，服务消费加力增效，服务贸易再创新高，为 助力经济持续回升向好作出积极贡献。 2月4—5日，2026年全国服务消费和服务贸易工作会议在京召开。会议以习近平新时代中国特色社会主 义思想为指导，全面贯彻党的二十大和二十届历次全会精神，认真落实中央经济工作会议部署，落实全 国商务工作会议要求，总结2025年和"十四五"工作，研究部署2026年工作，谋划"十五五"服务消费和服 务贸易发展。商务部副部长鄢东出席会议并作工作报告。 ...

Core Viewpoint - The permanent establishment of the Global Digital Trade Expo in Hangzhou is seen as a necessary development due to the city's rapid rise in the digital economy and Alibaba's dominant position in digital infrastructure, making it a significant player in the global digital economy [3][8]. Group 1: Importance of the Global Digital Trade Expo - The Global Digital Trade Expo is comparable in significance to traditional international trade fairs like the Canton Fair and the China International Import Expo, which have established international influence and cater to global trade demands [5]. - The expo is expected to enhance Hangzhou's international reputation and could serve as a platform for establishing a commodity exchange to strengthen its position in global trade [1][8]. Group 2: Digital Economy and Strategic Importance - The digital economy is recognized as a core strategic emerging field with a broad impact that transcends traditional industries, positioning Hangzhou as a representative of China's digital economy [7][8]. - The expo's focus on the digital economy aligns with national strategic needs, emphasizing the importance of developing international rules and standards in the digital sector [8]. Group 3: Future Implications - The establishment of the Global Digital Trade Expo is not just about showcasing technological innovation but also about promoting the globalization of the digital economy [8]. - The development of top-level policies and financial innovations in the digital sector is contingent upon the gradual establishment of relevant rules and standards, which will further solidify Hangzhou's role in the global digital economy [8].

Core Insights - Beijing's service trade demonstrates strong resilience and ranks among the top in the country, achieving over 5 trillion yuan in service trade import and export since the start of the 14th Five-Year Plan, successfully meeting the annual growth target of 5% [1][2] - Digital trade has become a significant pillar of service trade in Beijing, with over 1,200 key monitored service trade enterprises and 135 recognized technologically advanced enterprises [1] - Beijing leads the nation with 14 national service export bases across seven categories, including digital, cultural, traditional Chinese medicine, human resources, geographic information, intellectual property, and language services [1] - The city is the first in the country to pilot the WTO's e-commerce agreement, implementing a detailed work plan with 41 tasks to promote projects like "AI Innovation District" and "Paperless Work Platform" [1] Industry Development - The Beijing Municipal Bureau of Commerce plans to promote high-quality development of service trade and digital trade through six dimensions, laying the foundation for becoming a national service trade innovation development demonstration zone and a digital trade demonstration zone [2] - The city aims to enhance cultural dissemination, enrich service supply, create service scenarios, and standardize market behavior, focusing on the integration of service trade and consumption, as well as fostering new growth points in service exports [2]

Core Viewpoint - Chongqing aims to enhance its role as a comprehensive inland open hub by 2026, linking the Eurasian continent strategically [1][2] Group 1: Economic Development Plans - By 2026, Chongqing will focus on developing a hub economy, emphasizing the hub port industrial park to create an international logistics hub and supply chain organization center [1] - The city plans to expand its service industry through a new round of comprehensive pilot projects, enhancing cooperation in advanced manufacturing and productive services with Europe and Hong Kong-Macao [1] - Chongqing will establish a national digital service export demonstration zone to promote digital trade and green trade [1] Group 2: Infrastructure and Logistics - The city will accelerate the construction of a modern transportation and logistics system, enhancing the logistics and operational organization functions of the new western land-sea corridor [1] - Efforts will be made to improve the development level of the China-Europe Railway Express (Chengdu-Chongqing) and increase the throughput of the international aviation hub for passengers and cargo [1] - A digital cross-border settlement financing system will be established to improve the entire international logistics service chain from order to delivery [1] Group 3: Foreign Trade and Investment - Over the past five years, Chongqing's open economy has optimized, with a cumulative import and export value exceeding 3.8 trillion yuan, with emerging markets contributing about 70% of export growth [2] - The city has established 1,770 new foreign-funded enterprises, with an average annual growth rate of over 30% in direct investment in countries along the Belt and Road [2] - By 2030, Chongqing aims to form an industrial chain and logistics trade hub connecting Europe, China, and ASEAN, becoming a strategic high ground for China's southward and westward opening [2]

Core Viewpoint - Tianjin aims to enhance international cooperation and trade innovation through the implementation of the Shanghai Cooperation Organization (SCO) initiatives over the next five years, focusing on green industries, digital economy, and vocational education [1][2]. Group 1: Green Industry and Digital Economy - Tianjin plans to establish a cooperative mechanism for green industries involving various sectors, deepening exchanges and investments in green technology with SCO countries [2]. - The city aims to create a leading green low-carbon circular economy industry system and enhance international collaboration in fields such as computing power, cloud services, and artificial intelligence to build a digital economy ecosystem [2]. Group 2: Vocational Education and Healthcare - The establishment of the China-SCO Vocational Technical Education Cooperation Center is scheduled for September 2025, which will focus on integrating vocational skills with artificial intelligence to support educational and healthcare cooperation among SCO nations [3][2]. - A plan is in place to conduct 10,000 cancer screenings for SCO countries over the next five years, emphasizing humanistic education and healthcare collaboration [2]. Group 3: Trade and Investment - Tianjin will enhance financial support for trade innovation, including increasing export credit insurance and developing an international port economic cooperation center to provide comprehensive customs services [5]. - The draft outlines the optimization of goods trade, expansion of intermediate goods trade, and development of high-quality, high-tech, and high-value-added green product trade, alongside a focus on service and digital trade [5]. - The city will promote two-way investment cooperation, facilitating foreign investment and encouraging domestic reinvestment, particularly in infrastructure, international trade, and green petrochemicals [5][6].

Market News - US stock indices closed higher, with the Nasdaq up 0.43%, Dow Jones up 0.64%, and S&P 500 up 0.5%. Tech stocks showed mixed results, with Apple, Oracle, and Meta rising over 2%, while Intel fell over 5%, and AMD and Tesla dropped over 3% [1] - The ICE US Dollar Index fell by 0.59% to 97.019 points. The onshore RMB against the USD closed at 6.9540, up 90 basis points from the previous trading day [1] Industry Insights - The Beijing humanoid robot innovation center successfully connected a new type of satellite, marking the first global trial of humanoid robots directly linked to low-orbit satellites. This breakthrough supports reliable communication for outdoor robotic applications and cross-industry integration [3] - The space communication industry is projected to reach between 200 billion to 400 billion yuan by 2030, with an annual compound growth rate of 10%-28%. This sector is transitioning from concept validation to large-scale application, becoming a key driver for high-quality digital economic development [3] - The "Star Computing" plan by Guoxing Aerospace aims to deploy a large model in orbit, achieving end-to-end reasoning tasks in under two minutes. This network consists of 2,400 inference satellites and 400 training satellites, targeting a total of 100,000 P-level inference computing power [4] - The Ministry of Commerce plans to innovate and develop digital trade, establishing a national digital trade demonstration zone and promoting standards for digital trade. By 2025, online retail sales in China are expected to grow by 8.6%, with cross-border e-commerce reaching 2.75 trillion yuan [5][6] Stock Movements - Yili Group plans to reduce its stake in Sun Cable by up to 21.67 million shares, not exceeding 3% of the total share capital [7] - Jianghang Equipment's shareholder plans to reduce its stake by up to 791,340 shares, representing 1% of the total share capital [7] - Shengda Bio announced a plan to reduce its stake by up to 567,090 shares, not exceeding 3% of the total share capital [7]

Core Viewpoint - The Chinese government is set to implement various measures in 2026 to boost consumption, support foreign trade innovation, and expand bilateral investment opportunities. Group 1: Foreign Trade Innovation - The establishment of a negative list management system for cross-border service trade and the construction of a national service trade innovation development demonstration zone will be prioritized [1][6] - A national digital trade demonstration zone will be initiated, along with the formulation of relevant standards for digital trade to promote the digital transformation of service outsourcing [1][6] Group 2: Consumption Promotion - The optimization of the old-for-new consumption policy will be implemented to stimulate the consumption of durable goods such as automobiles, home appliances, and digital products [2][5] - Pilot reforms in automotive circulation consumption will be conducted to further unleash the potential of automobile consumption [2][5] - The service consumption quality improvement initiative will continue, focusing on enhancing the supply levels in cultural entertainment, tourism, and healthcare sectors [2][5] Group 3: Investment Expansion - The government plans to gradually open up sectors such as telecommunications, healthcare, and education to foreign investment [7] - A national-level overseas comprehensive service platform will be established to support foreign investors and facilitate their participation in various economic activities [8] Group 4: International Trade Cooperation - The government aims to sign free trade agreements with more willing countries and establish trade facilitation working groups to enhance international economic cooperation [6][7] - The focus will be on expanding self-trade cooperation with countries in the Gulf Cooperation Council, Switzerland, South Korea, and others [7]

全年社会消费品零售总额首次突破50万亿元、全年服务零售额增长5.5%、全年货物进出口增长3.8%、 全年新设外资企业增长19.1%、与31个国家和地区签署24个自贸协定…… "刚刚过去的2025年是很不平凡的一年。"在1月26日国新办举行的新闻发布会上，商务部副部长鄢东在 介绍2025年商务工作及运行情况时指出，过去一年实现了商务发展总体平稳、稳中有进，为经济持续回 升向好作出积极贡献。 外贸形势仍是当前各方关注的热点。"当前中国面临的外部环境发生深刻复杂的变化，应该讲战略机遇 和风险挑战并存，不确定、难预料因素增多。同时我们也要看到，中国经济基础稳、优势多、韧性强、 潜能大，外贸发展仍然具备诸多有利的条件。"商务部对外贸易司司长王志华称，今年商务部将从强化 政策支持、拓展多元市场、推动平衡发展、大力发展服务贸易、创新发展数字贸易等方面，全力稳住外 贸基本盘。 其中，在服务贸易领域，将完善跨境服务贸易负面清单管理制度，有序推进服务市场开放，建设国家服 务贸易创新发展示范区。扩大优势生产性服务出口，促进知识产权、人力资源等服务贸易集聚发展，鼓 励设计、咨询、金融、会计、法律等专业服务机构提升国际化服务能力，鼓励 ...

Core Insights - The year 2025 was marked by significant achievements in China's commerce, including a total retail sales of social consumer goods exceeding 50 trillion yuan, a 5.5% increase in service retail, and a 3.8% growth in goods import and export [1] - The external trade environment is complex, with both strategic opportunities and risks present, but China's economic foundation remains strong, providing favorable conditions for foreign trade [1] - The Ministry of Commerce plans to enhance policy support, diversify markets, promote balanced development, and innovate in digital trade to stabilize the foreign trade landscape [1] Group 1: Service Trade Initiatives - The service trade sector will see improvements in the management of the negative list for cross-border service trade, with a focus on opening service markets and establishing national service trade innovation development demonstration zones [2] - There will be an emphasis on expanding the export of advantageous productive services and encouraging the internationalization of professional service institutions [2] - Policies to boost inbound consumption will be introduced, alongside the establishment of national digital trade demonstration zones and the formulation of relevant standards [2] Group 2: Consumer Promotion Strategies - The Ministry of Commerce will focus on policy deployment, event organization, and optimizing consumption scenarios to enhance consumer spending [3] - Efforts will be made to promote the replacement of old consumer goods, particularly in the automotive and durable goods sectors, to stimulate consumption [3] - A national-level overseas comprehensive service platform will be launched to support Chinese enterprises in their international ventures, providing a one-stop service for various business needs [3]