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2026环球时报年会系列报道之二:赋能型国家,“十五五”释放哪些全球红利
Huan Qiu Wang· 2025-12-22 22:58
Group 1 - The core theme of the conference is "The World Can Trust China: New Journey, New Opportunities," emphasizing China's role in providing global dividends through its economic development during the 14th Five-Year Plan period [1] - China is expected to continue high-level opening-up and foster new productive forces, which will create new opportunities and add new momentum for global economic growth [2][3] - The establishment of the Hainan Free Trade Port is highlighted as a significant opportunity for the world, marking a major step in China's commitment to openness [2] Group 2 - The 14th Five-Year Plan outlines four strategic pillars: prioritizing a modern industrial system, achieving self-reliance, ensuring national security, and promoting equitable public services [3][4] - The plan aims to establish a modern industrial system and enhance the real economy, focusing on high-quality development and nurturing new productive forces [4] - China's ambition to lead in technology across various sectors, including electric vehicles and artificial intelligence, is underscored, with significant growth expected in these areas during the 14th Five-Year Plan [5] Group 3 - China's commitment to expanding its openness is unwavering, with the country maintaining its position as a leading global trading partner and continuing to engage in multilateral trade agreements [6] - The launch of the Hainan Free Trade Port is seen as a strong signal of China's determination to inject certainty into the global market amid rising protectionism [6] - The cultural exchange between China and the West is evolving, with an increasing appreciation for Chinese culture among Western audiences, indicating a shift in perceptions [7][8] Group 4 - The focus on expanding domestic demand is crucial for China's economic development, with discussions shifting towards enhancing consumption and income distribution [9] - Structural reforms in income distribution are necessary to improve labor compensation, which is currently low due to the pricing of public services [9] - The aging population in China is prompting a need for a comprehensive "aging revolution" in economic development, creating a significant market for the silver economy [10][11] Group 5 - Companies are facing challenges from international decoupling and supply chain localization, leading to a focus on stability and high-quality development [12] - The concept of a "super supply chain" is introduced, emphasizing the integration of data and collaboration across the entire supply chain to enhance efficiency [12][13] - The potential for cost reduction in China's industrial supply chain is significant, with estimates suggesting a reduction of 6.88 trillion yuan through digital upgrades [13]
东南亚经济在逆风中展现韧性
Jing Ji Ri Bao· 2025-12-21 21:56
2025年,东南亚地区在全球经济复苏乏力、地缘政治紧张与多重结构性挑战交织的背景下,展现出经济 韧性与增长潜力。尽管面临通胀压力、供应链重构以及部分国家政局变动带来的不确定性,但该地区仍 以相对稳健的增长步伐成为全球经济具有活力的区域之一。 国际货币基金组织(IMF)在10月发布的《世界经济展望》中指出,东南亚地区仍是全球增长最快的次 区域之一,对全球经济增长贡献持续上升。亚洲开发银行(以下简称"亚开行")12月发布《2025年亚洲 发展展望》报告显示,受益于外部环境改善及公共支出增加,2025年东南亚地区经济增速将由9月预测 的4.3%上调至4.5%,2026年经济增速由4.3%上调至4.4%。 东南亚各国因经济基础、产业结构和对外依赖程度不同,经济增长显著分化。部分国家受益于出口复苏 和行业增长,经济增长表现强劲,另一部分国家则由于债务高企、投资放缓以及基础设施建设不足等原 因,表现不尽如人意。 印度尼西亚作为东盟最大经济体,2025年经济增速有望达到5.0%,支撑增长的核心动力是内需和投资 双轮驱动。印尼中央统计局数据显示,今年前三季度,家庭消费占其国内生产总值(GDP)的比重达 53.14%,但增速有 ...
德国法院裁决:亚马逊不得强迫 Prime Video 会员看广告
Xin Lang Cai Jing· 2025-12-21 12:23
Core Viewpoint - The Munich court ruled that Amazon cannot unilaterally change the contract terms of its streaming service Prime Video to include advertisements without user consent [1][3]. Group 1: Court Ruling - The court's decision stated that Amazon's actions violated fair competition principles and that the email sent to users was misleading, leading them to believe the company had the right to unilaterally change the contract [3]. - The ruling emphasized that since users agreed to a "no-advertisement service" as part of the contract, Amazon must adhere to this agreement [3]. Group 2: Amazon's Response - Amazon expressed respect for the court's ruling but disagreed with its conclusion, stating that it had transparently informed customers about the advertising changes in accordance with existing laws [3]. - A company spokesperson mentioned that Amazon would review the ruling to determine its next steps [3]. Group 3: Consumer Advocacy - Ramona Pop, a board member of the German Consumer Center, highlighted the importance of the ruling, indicating that it demonstrates Amazon cannot insert ads into Prime Video without consumer consent [3].
看似无边界扩张的京东,业务更聚焦了
晚点LatePost· 2025-12-21 08:30
Core Viewpoint - JD.com is shifting its focus back to the industry itself, avoiding price wars on platforms and emphasizing the optimization of its supply chain to create long-term value [2][4][17] Group 1: Strategic Approach - JD.com's founder Liu Qiangdong emphasizes a decision-making framework called "strategic three questions" for entering new industries, focusing on identifying pain points, leveraging JD's strengths to address them, and ensuring long-term value creation [3][4] - The company aims to avoid entering already saturated markets where competition leads to low profits, instead seeking opportunities in industries with significant dissatisfaction among merchants and consumers [4][5] Group 2: Supply Chain Optimization - JD.com is implementing a "super supply chain" strategy, which involves deep engagement in every aspect of the product lifecycle, from design to after-sales service, to enhance efficiency and reduce costs [4][6] - The company is not merely a platform for transactions but is actively involved in improving product quality and supply chain processes, contrasting with competitors like Alibaba and Meituan that focus on traffic and matchmaking [4][12] Group 3: New Business Ventures - In 2023, JD.com expanded into food delivery and hospitality, launching initiatives like the Seven Fresh Kitchen and focusing on improving supply chain efficiency in these sectors [6][7] - The company is also innovating in the apparel sector by segmenting products into detailed categories based on consumer preferences, leading to higher sales concentration with fewer SKUs [7][8] Group 4: Long-term Value Creation - JD.com operates on a long-term value creation model, prioritizing sustainable profits over short-term gains, and sharing profits with partners to foster a healthy ecosystem [13][14] - The company believes that enhancing the profitability of upstream participants in the supply chain will lead to better investment in innovation and a positive feedback loop [9][10] Group 5: Efficiency and Innovation - JD.com is focused on improving operational efficiency across the supply chain, including logistics and inventory management, to ensure faster delivery and better service [15][16] - The company is leveraging data analytics to optimize inventory placement and streamline operations, aiming to reduce costs and improve service quality [16][17]
果然不出默克尔所料,27国枪口一致瞄准中国,欧洲正滑向第三世界
Sou Hu Cai Jing· 2025-12-21 02:08
Group 1 - The EU has recently intensified its scrutiny of Chinese companies, particularly targeting Temu and Nuctech, indicating a shift towards more aggressive regulatory measures [3][7][10] - The Foreign Subsidies Regulation (FSR) has emerged as a significant tool for the EU, allowing for broader investigations beyond just goods, impacting platforms, mergers, and procurement processes [4][10] - A survey revealed that 63% of Chinese companies reported negative impacts from the FSR, with over half stating that the scrutiny has severely damaged their business reputation [10][13] Group 2 - The EU's new tax reform, set to impose a €3 handling fee on cross-border packages starting in 2026, aims to eliminate the €150 tax exemption threshold, effectively raising compliance barriers for foreign competitors [3][13] - Economic data shows a concerning trend for Europe, with Germany experiencing a 30% increase in bankruptcies and France's per capita wealth ranking dropping from 5th to 26th globally [15][17] - The EU's economic growth forecast for 2025 is only 1.1%, with the Eurozone expected to perform even worse, highlighting a lack of innovation and competitiveness in key sectors [17][19] Group 3 - The current EU strategy reflects a protectionist approach, prioritizing regulatory measures over long-term industrial planning, which diverges from former Chancellor Merkel's vision of a resilient and independent Europe [21][23] - There are warnings that if the current trajectory continues, Europe could see its global GDP share fall below 12% within the next decade, indicating a potential decline in global influence [23][27] - The EU is at a crossroads, with some member states advocating for pragmatic cooperation rather than restrictive regulations, suggesting a need for a shift in focus towards internal market reforms and technological advancements [25][27]
有意思周报|哈佛医学院停尸房主管将人体器官当作“小饰品”出售;五角大楼负责人表示许多美国年轻人太胖太笨,不适合服兵役
虎嗅APP· 2025-12-20 12:00
频等度全习贯彻新研究员明 Zilita 浏览的密码还是12345 II RD 詞大樓飾最人: 谁多美国年轻人太胖大练,不适合服兵役 Valos 以下文章来源于那个NG ,作者那个NG 那个NG . 用关注决定视界|复杂世界的策展人 还有一位赢得电子竞技锦标赛冠军的92岁日本老奶… 六 哈佛医学院停戸房堂 移人体器信誉作 "小饰品" 出售 Dec 那个NG: 哈佛医学院停尸房主管,将人体器官当作"小饰品"出售 美国狠人真多。在波士顿,著名的哈佛大学医学院出过这么一档子事儿。 哈佛医学院太平间的一名前主管,因盗窃和出售人体器官而被判处八年监禁。 这位名叫塞德里克·洛奇的神人,让当局都感到震惊。要知道,哈佛医学院有许多来自各方捐赠的遗体,用于教学医疗研究,而塞德里克·洛奇将这些遗体的大脑、 皮肤、手部甚至是脸部卖给了宾夕法尼亚州和其他地方的买家。 他的妻子丹尼斯·洛奇因协助他犯罪而被判处一年多监禁。 简单来说,塞德里克·洛奇向买家提供人皮,以便将其鞣制成皮革,并最后装订成书。 检察官描述道:"在另一起案件中,塞德里克和丹尼斯夫妇卖掉了一张男人的脸——也许是为了放在架子上保存,也许是为了做一些更令人不安的事情。" 位 ...
拼多多官宣:实行联席董事长制度
新华网财经· 2025-12-20 00:59
12月19日,拼多多集团在年度股东大会上宣布实行联席董事长制度,任命赵佳臻为联席董事长,与陈磊共同担任联席董事长兼联席CEO。 会上,陈磊透露,Temu已在不同国家具有一定的市场规模,3年走完了拼多多国内电商10年的路。陈磊表示,随着业务规模的扩大和各地 监管环境的快速变化,公司深刻认识到,合规是底线。 来源:第一财经 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 茅台、五粮液同日官宣! 苹果闪送官宣iPhone免运费 ...
消费市场新意浓(锐财经)
冰雪经济"热"力十足;数字消费方兴未艾;绿色产品线上线下热销……消费市场正乘着浓浓新意向前。 国家统计局数据显示,1—11月份,社会消费品零售总额同比增长4%,增速不仅快于上年同期,也快于 上年全年。 国家统计局新闻发言人近日表示,今年以来,提振消费专项行动深入实施,消费品以旧换新政策发力显 效,促进了消费规模扩大、消费结构升级、消费动能焕新,带动了消费潜能释放。下阶段,要继续深入 实施提振消费专项行动,促进消费市场持续稳定健康发展。 消费市场总体平稳 消费不仅关系经济发展,也和民生改善紧密相关。从累计增速来看,今年的社会消费品零售总额增长好 于去年。不过,论单月,近期社会消费品零售总额增速有所回落。怎么看? "主要是因为去年同期基数较高。"国家统计局新闻发言人付凌晖解释,总的看,11月份消费市场总体平 稳,消费规模继续扩大,服务消费较快增长。 商品消费持续扩大,品质消费带动增强。11月份限额以上单位文化办公用品类、通讯器材类商品零售额 同比分别增长11.7%和20.6%,继续保持较快增长。消费品质要求逐步提升,食品等基本生活消费较快 增长。11月份限额以上单位粮油食品类零售额同比增长6.1%。消费升级带动下 ...
美股异动丨拼多多大涨近7%,宣布实行联席董事长制度
Ge Long Hui· 2025-12-19 14:51
拼多多(PDD.US)盘初涨近7%报113美元。公司在年度股东大会上宣布实行联席董事长制度,任命赵佳臻 为联席董事长,与陈磊共同担任联席董事长兼联席CEO。 ...