Core Insights - Over the past decade, Chinese investment in Thailand has expanded significantly, with Chinese companies evolving from mere participants to key players in regional industrial chain restructuring [1][4] - The "going out" strategy of Chinese enterprises is transitioning to "integrating in," reshaping the underlying logic of economic cooperation between China and Thailand [1][4] Group 1: Investment Trends - The construction of the China-Laos-Thailand railway has made Khon Kaen a new hotspot for Chinese investment, enhancing its geographical advantages and facilitating access to Southeast Asian markets [2] - Chinese enterprises are shifting from short-term trade to long-term social integration, emphasizing compliance with local regulations and nurturing local social networks [2] Group 2: Industrial Clusters - The establishment of the China-Thailand Rayong Industrial Park has attracted over 200 Chinese companies, creating a complete industrial chain system and extending operations from manufacturing to R&D and innovation [2] - The average local employee hiring ratio among Chinese companies in Thailand has reached 60%, with some companies reporting as high as 90%, indicating a strong commitment to local workforce development [2] Group 3: Knowledge and Technology Transfer - In Bangkok, Chinese companies are adopting an open collaborative approach in knowledge and technology-intensive sectors, contrasting with the protectionist strategies of some Western multinationals [3] - Chinese enterprises are actively engaging in local talent development by collaborating with Thai educational institutions to enhance the understanding and application of advanced digital technologies [3] Group 4: Sustainable Development and Community Integration - The integration of Chinese enterprises in Thailand is characterized by respect for local laws, active local employment, and deep community engagement, which helps them gain local recognition and market space [4] - The ongoing Belt and Road Initiative is facilitating a deeper embedding of Chinese enterprises in local industries, aligning their development with that of the host country [4]

截至目前，搭载宁德时代电池的理想汽车累计交付量突破100万辆，且从未出现因电池自身原因导致的 热失控事故。宁德时代始终用创新的电池技术、严苛的安全标准，保障动力电池安全。本次协议的签署 是双方合作的进一步深化，理想汽车将与宁德时代携手并进，共同为用户提供更安全、更高效、更智能 的出行体验。 双方将在电池安全、超充技术等方面展开深度合作，携手拓展国内外业务，共同推动电池技术创新和全 球化布局。作为长期合作伙伴，宁德时代将为理想汽车全系产品提供高性能、高安全、高品质的动力电 池系统，包括但不限于三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等，为理想汽车打造高端智 能电动体验注入核心动能。 9月18日，理想汽车(02015)与宁德时代(03750)签署五年全面战略合作协议并完成授牌仪式。理想汽车董 事长兼CEO李想、总裁马东辉、宁德时代董事长兼CEO曾毓群、市场体系联席总裁韩伟共同出席，理想 汽车供应链副总裁孟庆鹏、宁德时代国内乘用车副总裁王慧代表双方在宁德签署协议。 ...

Group 1 - The core issue involves Xiaomi's recall of 116,887 SU7 sedans due to software problems related to highway pilot assisted driving [1] - The recall is prompted by insufficient early warnings when the assisted driving feature is activated, as stated by the market regulator [1]

相关附件 据了解，在海关总署《智慧海关建设总体方案》框架下，广州海关打造"出口锂电包装智慧监管业务管 理系统"。出口企业通过该系统，在生产过程中顺势采集产品的相关信息，向海关提交检验申请。海关 则将企业申报信息与系统数据库中此前已检验合格的出口货物信息进行校验比对，比对无异常的可免于 海关现场检验，直接放行。 据测算，新模式实施后，单批货物预约查检用时从约72小时压缩至30分钟以内，通关时长得以大幅压 缩。 9月18日，据广州海关统计，今年前8月，广州海关关区企业共出口电动汽车、锂电池、光伏产品等"新 三样"产品175.7亿元，同比增长46.3%。近年来，在全球绿色能源转型与"双碳"目标加速推进背景下， 新能源应用愈加广泛，我国"新三样"产品越来越受到国际市场的青睐。 近日，广东瑞庆时代新能源科技有限公司通过"海关出口锂电包装智慧监管业务管理系统"，向广州海关 所属肇庆海关申报检验一批价值30万元的出口锂离子电池组包装，海关关员在线上比对货物相关信息， 确认合格后，系统作出"快速验放"处置，该批货物免于现场查检直接放行，企业即刻便可在线上获取 《出境危险货物包装使用鉴定结果单》，并凭此单出口锂离子电池组。 ...

Group 1 - The total import and export value of Suzhou Industrial Park reached 522.37 billion yuan in the first eight months, marking a year-on-year increase of 16.7%, the highest for the same period historically [1] - Exports amounted to 269.48 billion yuan, growing by 19.2%, while imports were 252.89 billion yuan, increasing by 14.3% [1] - In August alone, the import and export value was 73.05 billion yuan, reflecting a year-on-year growth of 24.3% and a month-on-month increase of 2.6%, achieving the highest monthly scale historically [1] Group 2 - The processing trade in the park saw an import and export value of 300.26 billion yuan, up by 21.3%, accounting for 57.5% of the total foreign trade [1] - The bonded logistics trade recorded an import and export value of 68.44 billion yuan, increasing by 18.5%, representing 13.1% of the total [1] - General trade reached 152.02 billion yuan, growing by 8.3%, and constituted 29.1% of the total [1] Group 3 - Foreign-invested enterprises contributed significantly, with an import and export value of 389.93 billion yuan, a growth of 15.8%, making up 74.6% of the total foreign trade [1] - Private enterprises showed the strongest export vitality, with an import and export value of 85.1 billion yuan, growing by 16.1%, and exports increasing by 25.3% [1] - State-owned enterprises had an import and export value of 47.33 billion yuan, reflecting a growth of 26.1% [1] Group 4 - The integrated circuit import and export value reached 252.25 billion yuan, growing by 27.5%, accounting for 48.3% of the total import and export value [2] - Exports of integrated circuits were 102.87 billion yuan, increasing by 32.2%, while imports were 149.39 billion yuan, growing by 24.5% [2] - The monthly import and export value of integrated circuits has seen year-on-year growth for 22 consecutive months, with six months of double-digit growth [2] Group 5 - The traditional electronic information industry performed well, with automatic data processing equipment parts imports and exports reaching 18.26 billion yuan, growing by 58.9% [2] - The export of liquid crystal display modules was 13.28 billion yuan, reflecting a growth of 19.8% [2] - The biopharmaceutical industry contributed significantly to exports, with pharmaceutical materials and drugs exports reaching 2.3 billion yuan, growing by 45.8% [2]

Core Viewpoint - Singapore Exchange Group (SGX) plays a crucial role as a bridge connecting Asia and the global capital markets, particularly in facilitating the internationalization of Chinese enterprises and products [1][4]. Group 1: Strategic Focus and Initiatives - SGX aims to deepen cooperation between Singapore and China’s capital markets, supporting the two-way capital flow of Chinese concept-related products [4]. - The exchange has expanded its secondary listing framework to include companies listed on Shanghai and Shenzhen stock exchanges, enhancing transparency and investor access [5]. - SGX has streamlined the IPO process, reducing the time from application to listing to approximately 6 to 8 weeks, providing greater certainty for applicants [5]. Group 2: Market Development and Investor Engagement - Approximately 20% of SGX-listed companies are from Greater China, spanning various industries, indicating strong interest from Chinese multinational corporations [6]. - The Monetary Authority of Singapore has launched a S$50 billion "Securities Market Development Plan" to enhance the competitiveness of the Singapore securities market [6]. Group 3: ETF and Index Collaboration - As of July 2023, 10 cross-border ETF products have been launched under the Singapore-China ETF mutual access mechanism, marking significant progress in collaboration [7]. - A new index, the CSI-SGX Asia Emerging Markets Technology Index, was launched in January 2024, focusing on key sectors like internet and semiconductor technology [7][8]. Group 4: Financial Performance and Future Goals - SGX reported its highest revenue and net profit since its listing in the fiscal year 2025, with a net profit of S$609.5 million, a 15.9% increase year-on-year [9]. - The exchange aims to become a leading international exchange, facilitating connections between global investors and Asian markets while embracing new technologies like AI to enhance operational efficiency [9][10].

记者丨张旭 编辑丨钟映佳 9月18日，商务部召开例行新闻发布会。商务部新闻发言人何亚东回应了关于Tiktok在美运 营、欧盟对中国电动汽车征收反补贴税等议题。 近日，美国总统特朗普称中美双方已达成一项协议，允许TikTok继续在美国运营。何亚东表 示，当地时间9月14日至15日，中美经贸团队在西班牙马德里举行会谈。双方以两国元首通话 重要共识为引领，就以合作方式妥善解决TikTok相关问题、减少投资障碍、促进有关经贸合作 等达成了基本框架共识。 何亚东还对欧盟对中国电动汽车征收反补贴税一事进行了回应。他表示， 中方希望欧方不将 关税武器化， 消除市场壁垒，鼓励公平竞争， 顺应产业合作大势，共同为产业发展创造公 平、非歧视、可预期的市场环境，为应对全球气候变化、实现绿色转型作出积极贡献。 何亚东表示，欧方不能一手高举气变大旗，一手又挥舞保护主义大棒。保护主义没有出路。欧 方仅因为中国电动车高性价比，就毫无根据地给中国车企贴上"补贴"标签，并以莫须有的"损 害威胁"名头滥用反补贴措施，实质是设置市场壁垒，干预自由竞争。实践证明，保护主义挡 不住市场的强大力量，更拦不住欧盟消费者的理性选择。 商务部新闻发言人何亚东 ...

Core Insights - Singapore Exchange Group (SGX) plays a crucial role as a bridge connecting Asian and global capital markets, focusing on deepening cooperation with Chinese capital markets [1][2] - SGX aims to support Chinese companies in their international financing efforts and enhance its international product and service offerings [1][2] Group 1: Attracting Chinese Companies - SGX has implemented a "policy package" to attract Chinese companies for listing, expanding the secondary listing framework and improving process transparency and investor access [2] - The typical timeline for IPO applications at SGX is now 6 to 8 weeks, providing higher certainty for applicants [2] - SGX collaborates closely with companies and their advisors before IPOs and offers support through local funds, such as the Pre-IPO fund established with Temasek [2] Group 2: Market Ecosystem and Growth - Approximately 20% of SGX-listed companies are from Greater China, spanning various industries, including electric vehicles and shipbuilding [3] - The Monetary Authority of Singapore launched a S$50 billion "Securities Market Development Plan" to enhance the competitiveness of the Singapore securities market [3] Group 3: ETF and Index Cooperation - As of July 2023, 10 cross-border ETF products have been listed under the SGX-China ETF mutual access mechanism, marking a significant milestone [4] - In December 2023, SGX and the Shanghai Stock Exchange launched mutual access for ETF products, with 5 ETFs currently trading [5] - The launch of the China Securities SGX Asia Emerging Markets Technology Index in January 2024 represents a substantial collaboration between the two exchanges [5] Group 4: Future Goals and Technology Adoption - SGX aims to become a leading international exchange, facilitating connections between global investors and Asian markets [7][8] - The exchange has integrated artificial intelligence (AI) into its operations to enhance market surveillance, operational efficiency, and customer interaction [7] - AI is also being applied in the foreign exchange business, which is one of SGX's fastest-growing sectors [7]

为吸引中国企业到新交所上市，新交所打出了一套"政策组合拳"，不仅将二次上市框架适用范围扩大到 在上交所和深交所上市的企业，还在流程透明度、时间确定性与投资者触达上提供更清晰的路径选择， 支持企业在全球市场建立更稳健的投资者基础。 凭借国际化平台与多元资产战略优势，新加坡交易所集团（新交所）近年来在全球金融市场中持续发挥 连接亚洲和世界、中国与全球资本市场的关键桥梁作用。 "深化中新资本市场合作是新交所的战略重点，我们致力于支持中国概念相关产品的双向资本流动，并 积极参与中国金融市场国际化进程。"新交所首席执行官（CEO）罗文才日前在接受中国证券报记者专 访时表示，除ETF与指数领域的合作外，新交所还致力于为有意在国际市场融资的中国企业提供支持。 在罗文才看来，新交所是中国企业拓展东南亚与亚洲布局的重要门户，同时新交所也能为全球投资者提 供通往中国市场的可靠通道。对于希望对接国际投资者的中国企业而言，新交所是一个切实可行的平 台。 "我们欢迎中国企业，尤其是有意拓展海外业务的中国企业前来布局。未来，我们也将进一步提升产品 与服务的国际化水平，构建更加强大的合作生态系统，助力中国企业走向全球化，也为全球投资者把握 ...

Domestic News - The new regulations on childcare subsidies emphasize streamlining application and review processes, clarifying disbursement timelines and channels, enhancing information management, and strengthening supervision. Agencies involved must establish robust oversight mechanisms, and any fraudulent claims will lead to fund recovery and accountability [1][2] - As of August 2023, the total number of electric vehicle charging infrastructure units in China reached 17.348 million, marking a year-on-year increase of 53.5% [3] - The postal industry in China reported a business revenue of 142.99 billion yuan in August, a year-on-year growth of 4.4%. For the first eight months of 2023, the cumulative revenue reached 1.16106 trillion yuan, up 7.8% year-on-year [3] - The "2025 China Service Industry Top 500" report indicates that the total revenue of the listed companies reached 5.11 trillion yuan in 2024, with the average revenue exceeding 100 billion yuan for the first time, reaching 102.22 billion yuan [4] International News - The European Central Bank reported that the eurozone's current account surplus narrowed to 27.7 billion euros in July, with the surplus as a percentage of GDP dropping to 2% from the previous 2.6% [5] - Australia's unemployment rate remained stable at 4.2% in August, with a slight decrease of 5,400 jobs month-on-month, while year-on-year employment increased by approximately 1.5% to 14.6265 million [5] Market Overview - The Shanghai Composite Index closed at 3,831.66, down 1.15% [6] - The Shenzhen Component Index ended at 13,075.66, down 1.06% [6] - The Hang Seng Index closed at 26,544.85, down 1.35% [6]