Group 1 - The announcement from the China Certification and Accreditation Administration (CNCA) clarifies the compliance assessment standards and testing methods for harmful substances in electrical and electronic products under the RoHS directive, providing clear guidance for enterprises [1][2][3] - The compliance assessment activities must follow GB/T 26572-2011 or its amendments until December 31, 2025, and transition to GB 26572-2025 starting August 1, 2027 [2][3] - The new RoHS compliance management directory includes 33 products, consolidating the first batch from 12 to 10 and adding 23 new products, effective from the announcement date [5][6] Group 2 - The international standard IEC PAS 63595:2025 for industrial 5G, co-developed by China and Germany, has been officially released, filling a gap in international standards for industrial 5G applications [4] - The standard provides a unified technical specification for deploying and applying 5G technology in industrial environments, covering the entire lifecycle from planning to optimization [4] Group 3 - The international standard IEC 60068-3-14:2025 for climate environment testing has been published, marking the first standard in this field led by China, providing a unified guideline for climate environment testing sequences [8][9] - The standard aims to ensure product quality and reliability through scientifically defined testing sequences, addressing the growing diversity of applications for electrical and electronic products [9] Group 4 - The new national standard for the use of recycled materials in household appliances (GB/T 46730-2025) has been approved and will take effect on May 1, 2026, promoting green and low-carbon development in the industry [11] - The standard emphasizes the selection of recycled materials that meet performance and environmental requirements, establishing a quality control and traceability mechanism throughout the supply chain [11] Group 5 - The draft standard for energy efficiency of crystalline silicon photovoltaic modules and inverters has been submitted for public consultation, with feedback due by December 26, 2025 [12] - This standard outlines energy efficiency levels and testing methods for photovoltaic components, including various types of grid-connected inverters [12]

转自：新华财经 新华财经上海12月20日电（杨婧淑） 近日，由泰国投资促进委员会（BOI）主办的"泰中投资论坛"在上海举行。与会代表指出，中泰合作已进入产业链协 同、生态共建的深度发展阶段，中国企业在把握泰国区位优势、政策红利和市场机遇的同时，需重点防范股权架构、税务合规、人力资源管理等跨境风险。 2025年是中泰建交50周年，双边经贸合作基础日益坚实。中国已连续12年稳居泰国第一大贸易伙伴，成为其最大外商投资来源国。据泰国投资促进委员会 （BOI）最新数据显示，2025年1-9月间，泰国投资促进项目申请总额达1.37万亿泰铢（约合3014 亿元人民币），同比增长94%，创下自BOI成立60年来最高 纪录。其中，中国投资申请项目为839个，同比增长53%，投资额达1428.87亿泰铢（约合320亿元人民币），同比增长26%，主要集中在电子电器、金属及材 料和汽车及零部件三大行业。 泰国副总理兼财政部长艾尼提强调，泰国"面向未来的战略投资"明确将外资置于核心角色，旨在推动泰国从传统经济向高附加值现代产业转型。"我们非常 希望中国企业在泰国设立生产基地，不仅面向泰国，更辐射东盟及全球市场。" 他进一步指出，中泰合 ...

Core Insights - The article emphasizes that Product Lifecycle Management (PLM) systems are no longer exclusive to large multinational corporations but are increasingly being adopted by Chinese manufacturing enterprises to enhance their core business processes [2] - Domestic PLM systems are designed to address complex global supply chain challenges, offering unique advantages in aligning with local operational models and facilitating cross-regional and cross-enterprise collaboration [2] Group 1: Collaborative Capabilities of Domestic PLM Systems - To assess whether a PLM system possesses the "global supply chain collaboration" capability, it is essential to examine its internal logic architecture that supports the entire lifecycle data flow from concept to disposal [3] - A significant barrier to global collaboration is "data silos," where different departments may not be able to access or utilize the same data effectively. A robust PLM system acts as a powerful data hub, enforcing a single source of truth for all participants [4] - Real-time and transparent data synchronization in PLM systems helps avoid rework and waste caused by information delays, with experts noting that the success of PLM implementation largely depends on the standardization and unified management of data [4] Group 2: Process Integration and Automation - The core value of collaborative PLM lies in managing processes rather than just outcomes, enabling the automation of complex engineering change processes and new product introduction workflows [5] - In a collaborative PLM environment, all relevant personnel receive tasks and can view change details, comment, and approve online, significantly speeding up decision-making and ensuring compliance and consistency in processes [5] Group 3: Overview of Leading Domestic PLM Systems - The article identifies ten prominent PLM systems in the domestic market based on market share, technological advancement, industry reputation, and supply chain collaboration features [6] - CAXA PLM is highlighted as a leading solution, providing an integrated platform that connects design and manufacturing processes, showcasing its capability to manage complex product data effectively [9] - Other notable systems include Yonyou PLM, Kingdee PLM, and Siemens Teamcenter (localized version), each with unique strengths tailored to specific industries [9] Group 4: Future of PLM Systems - The evolution of domestic PLM systems is increasingly focused on "global supply chain collaboration," which is essential for maintaining resilience and agility in a competitive global landscape [10] - The integration of technologies such as artificial intelligence, industrial internet, and digital twin technology is expected to make PLM systems more intelligent and proactive in predicting supply chain risks and optimizing R&D paths [10]

基本面总结： （来源：领盛Optivest） 1．日本制造业12月收缩步伐放缓 私人部门调查显示，日本制造业活动在12月的收缩步伐有所放缓，而服务业增长动能减弱，这对2025年底的经济前景构成压力。尽管企业对2026年的整体 信心仍然较强，但较上月有所回落，尤其是制造业企业，其不确定性主要源于全球经济形势、人口老龄化以及成本上升。 标普全球闪电日本制造业采购经理人指数（PMI）由11月的48.7升至12月的49.7，连续第六个月处于收缩区间，仍低于50这一扩张与收缩的分界线。标普 全球市场情报经济学副总监AnnabelFiddes表示，增长仍主要集中在服务业，制造业的生产和销售进一步走弱。 尽管12月工厂产出较前月仍显疲软，但商品需求下降的速度已放缓至一年半以来最低水平，这表明制造业可能正在趋于稳定。 2．日本通过1180亿美元额外预算，推进疫情后最大刺激计划 日本上议院周二通过了一项规模为18.3万亿日元（约1180亿美元）的额外预算，为首相高市早苗实施自新冠疫情以来最大规模的经济刺激计划扫清障碍， 尽管外界对财政状况存在担忧。 这项2025财年补充预算已于上周获得下议院批准，规模明显高于去年的13.9万亿 ...

自2007年消费品召回制度实施以来，截至11月底，我国已累计实施消费品召回6909次，涉及数量1.11亿 件。其中，受市场监管部门调查影响的召回累计达6266次，涉及产品数量7691.12万件。召回已从早期 个例转变为常态化市场监管手段，为保障公众安全构筑了坚实防线。 （总台央视记者 李晶晶） 从召回数量看，电子电器召回数量最多，涉及产品148.09万件，占1到11月召回总数量的27.77%。 从召回方式看，值得关注的是，网络销售消费品的召回大规模激增，在充电宝召回中，涉及网络销售充 电宝数量117.9万件，在2025年召回的电子电器类中占比79.6%；90%以上的问题充电宝通过线上实施召 回。累计召回电动自行车及其零部件629.95万件。 记者12月16日了解到，今年前11个月，我国累计开展消费品召回924次，涉及产品533.31万件，相较 2024年同期，召回涉及数量同比增长25.13%。其中受调查影响的为857次，约占消费品召回总次数的 92.75%，涉及缺陷产品410.28万件，约占消费品召回涉及总量的76.93%。当前缺陷调查仍是发现产品缺 陷、推动生产者履行安全主体责任的关键手段。 从召回次数看， ...

Core Insights - Shenzhen Customs issued 384,000 certificates of origin under free trade agreements for over 5,170 enterprises from January to November this year, involving a total value of 104.64 billion yuan, covering various sectors including electromechanical products and new energy vehicles [1] Group 1: Impact on Companies - Zhaochi Company reported that the certificate for exporting liquid crystal televisions saved nearly 10,000 yuan in costs, enhancing price competitiveness in international markets [1] - Zhaochi Company applied for 544 certificates of origin with a total value of 460 million yuan, resulting in a tax reduction of 16.458 million yuan, which supports market share expansion [1] - BYD Auto Industry Co., Ltd. benefited from the free trade agreement policies, applying for over 4,600 certificates of origin with a value exceeding 10.1 billion yuan [1] Group 2: Customs Initiatives - Shenzhen Customs is focusing on key enterprises, systematically reviewing free trade agreements and origin rules, and continuously expanding the range of preferential measures for enterprises [2]

专题：2025《中国企业家》影响力企业家年会 12月5日-7日，由《中国企业家》杂志社主办的"2025（第二十三届）《中国企业家》影响力企业家年 会"（原中国企业领袖年会）在北京举行，主题为"涌现·无限——共创智能商业新形态"。海信集团党委 书记、董事长贾少谦出席并演讲。 贾少谦在演讲中分享了初心——做企业要回归企业本质，要看到企业发展当中的核心和要素。他提到， 海信所有的园区里面都挂了一句话，"市场经济的最终主宰者是消费者与技术"。 他指出，当前，无论是哪个行业，竞争模式基本上都是从产品功能转向了用户场景，只有真正的走进用 户的家里，深入他们的生活场景，体察他们的不同空间、不同人群的真实需求，才能够创造出定制化的 解决方案。 "从卖产品到卖价值，走进用户是不可或缺的选项，而且成为生存与发展的必由之路。" 贾少谦还提到，企业家都会谈一个问题"焦虑""压力很大"。 在贾少谦看来，焦虑是企业家的常态，如 果你不焦虑，就不能成为伟大的企业家。他还提出，解决焦虑的方法，就是要把问题具体化，所谓的具 体化，是真正着手去做每一件具体的事情，要用内心的平和感受到问题背后的真正需求，因此真正具体 化的第一步是从用户角度出发， ...

万亿美元顺差的构成 在海关总署公布最新数据仅一天后，《华尔街日报》将中国贸易顺差首次突破1万亿美元描述为"前所未 有的经济历史纪录"。 2025年前11个月，中国贸易顺差首次突破1万亿美元大关，达到1.076万亿美元。这一数字背后是中国对 外贸易版图的显著变化：对美国市场出口下滑，而对欧盟、东南亚和澳大利亚等市场的依赖度显著提 升。 中国对外贸易正在呈现出口韧性持续与进口相对疲软的"非常态"格局。根据海关总署数据，今年前11个 月，中国货物贸易进出口总值达到41.21万亿元人民币，同比增长3.6%。 这一总体增长由出口驱动。其中出口24.46万亿元，增长6.2%；而进口16.75万亿元，仅微增0.2%。 来源：原点新财经 这种互补关系延伸到消费品领域：中国进口的72%箱包、51.7%乘用车来自欧盟，而中国对欧盟出口的 电子电器、服装等产品也保持增长。 在东南亚市场，产能出海成为关键驱动力。中国企业对越南、泰国等国家的投资增加，带动了相关电子 产品的中间品出口，如电话机零件、集成电路和平板显示模块等。这种"中国—东盟"供应链协同关系， 使中国能够通过中间品贸易维持对该地区的出口增长。 这种"强出口、弱进口"的组 ...

Core Insights - The "Silk Road E-commerce" event highlighted the significant potential of the Southeast Asian market for Jiangsu enterprises, emphasizing the need for deep localization to capitalize on this opportunity [1][8] - The Southeast Asian e-commerce market is transitioning from a "traffic dividend" phase to a "brand cultivation" phase, necessitating a shift in strategy for Jiangsu companies from mere product export to brand building and localized user experiences [2][3] Group 1: Market Dynamics - Southeast Asia, particularly Malaysia, Thailand, and Indonesia, is moving towards refined brand operations as local consumers mature and competition intensifies [2] - Jiangsu's manufacturing strengths, such as wearable devices and smart home appliances, have been validated in the mid-to-high-end Southeast Asian market, presenting both challenges and opportunities for brand recognition [3] Group 2: Data-Driven Localization - The use of AI tools like Adqlo can help companies analyze social media data across platforms to gain actionable consumer insights and market trends, facilitating effective localization strategies [4][5] - Successful case studies, such as the launch of "Iron Guanyin Coconut Tea" by a tea brand in Malaysia, demonstrate the effectiveness of data-driven approaches in identifying and responding to local market demands [5] Group 3: Talent and Compliance - Building and managing an efficient local team is a common challenge for Chinese companies entering Southeast Asia, where the job market is competitive and local talent has high expectations [6][7] - Companies like Astar provide essential services for local recruitment and compliance, helping Jiangsu enterprises navigate the complexities of local labor laws and operational needs [7] Group 4: Strategic Implications - The shift from simple goods export to regional supply chain integration reflects a new trend in international trade, where Jiangsu manufacturers are increasingly focusing on local production and procurement to meet regulatory requirements [7][8] - The Southeast Asian market serves as a critical avenue for Jiangsu enterprises to optimize production capacity and enhance global brand influence amidst dual pressures of growth and capacity optimization [8]

依法认定某银行在发放贷款前向企业收取"融资承诺费"，超出金融监管规定准许的收费范围；改判已履 行出资义务的民营企业股东受股东有限责任制度的保护，无需被公司债权人追加为被执行人……12月4 日，最高人民法院发布7件典型案例，内容涵盖融资环境优化、股东有限责任激活、历史遗留问题处 置、企业名誉信用保护等多个方面。这些典型案例释放依法平等保护民营企业合法权益强烈信号，激励 更多民营企业家专心创业、放心投资、安心发展，以严格公正司法助力民营经济高质量发展。 明确支持导向破解痛点 融资难、融资贵是长期困扰民营企业的突出问题，此次发布的典型案例精准回应这一痛点。某银行在发 放3.5亿元贷款前，向企业收取1000万元"融资承诺费"，却未提供任何相对应的服务。人民法院认定银 行违反金融服务收费公开透明、质价相符原则，在收取贷款利息之外，超出金融监管规定准许的收费范 围，不当增加了借款人的融资成本，按照"砍头息"的裁判规则，将该"融资承诺费"在借款本金中予以扣 除。 在另一起金融借款合同纠纷案中，人民法院认定借款人仅迟延2天支付利息且后续足额履行还款义务， 属于显著轻微违约，且在有多份人保和物保的情形下，银行直接宣布贷款提前到 ...