加工制造业
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关税问题加剧国际经贸不确定性,如何寻求破局之道?
Di Yi Cai Jing· 2025-05-23 08:11
Group 1 - The global economic and trade environment is undergoing profound changes, with increasing uncertainty due to high tariffs and rising protectionism, which suppresses corporate investment decisions and innovation [4][5] - The restructuring of the international trade and investment system creates new development opportunities for global South countries, as they can attract more trade and investment due to their competitive advantages in lower costs and tariffs [4][5] - The importance of enhancing domestic circulation in China is emphasized, with suggestions to break down barriers in the unified market, evaluate macro policies effectively, and support the development of the private economy [8][6] Group 2 - The need for China to increase fiscal spending and social security to stimulate domestic demand and achieve economic rebalancing is highlighted [7][6] - The diversification of the global monetary system is anticipated, with more currencies from emerging markets participating in international transactions and an increased focus on digital currencies for cross-border trade [9]
胡晓炼:劳动密集型产业缺乏竞争力,关税政策难促美国制造业回流
Feng Huang Wang Cai Jing· 2025-05-17 10:29
Group 1 - The 2025 Tsinghua Wudaokou Global Financial Forum was held in Shenzhen, focusing on building an open and inclusive economic and financial system [1] Group 2 - Hu Xiaolian, former chairman of the Export-Import Bank of China, emphasized that the U.S.-led tariff policies are unlikely to achieve their intended goals, and the fundamental solution to trade imbalances requires adjustments in each country's economic structure [5] - The core objectives of the U.S. tariff policies include reducing trade deficits, increasing fiscal revenue, and restructuring the international economic order, but the actual return of manufacturing to the U.S. is uncertain and challenging [5] - Hu noted that the U.S. lacks competitiveness in general processing and labor-intensive industries, leading companies to prefer relocating to regions with lower tariffs and better cost structures, particularly in global South and emerging market countries [5] Group 3 - Hu further stated that the rebalancing of global trade will lead to profound adjustments in the internal economic structures of major economies, highlighting the need for countries to focus on domestic economic adjustments to effectively address trade imbalances [6] - Historical experience suggests that trade imbalances can only be effectively resolved when a country's internal economic structure develops in a more balanced manner [6]
前四个月,越南吸收外资同比增长近40%
Shang Wu Bu Wang Zhan· 2025-05-07 16:28
Group 1 - As of April 2025, Vietnam attracted nearly 13.82 billion USD in foreign investment, a year-on-year increase of 39.9% [1] - New registered capital exceeded 5.59 billion USD, a year-on-year decrease of 23.8% [1] - Additional investment capital reached nearly 6.4 billion USD, which is 3.9 times the same period last year [1] - Actual foreign investment capital amounted to approximately 6.74 billion USD, a year-on-year increase of 7.3% [1] Group 2 - In the first four months, the number of new foreign investment projects was 1,204, a year-on-year increase of 14.1% [2] - The number of additional investment projects was 540, a year-on-year increase of 44.4% [2] - The total number of transactions for capital contribution and share purchases was 1,106, a year-on-year increase of 8.3% [2] Group 3 - Singapore was the largest investor in Vietnam with over 3.2 billion USD, accounting for 23.5% of total investment, a year-on-year increase of 10% [1] - South Korea ranked second with over 2.8 billion USD, representing 20.4% of total investment, more than 3.3 times the amount from the same period last year [1] - Foreign investors have invested in 18 out of 21 sectors of the national economy, with the manufacturing sector receiving 8.9 billion USD, accounting for 64.6% of total registered investment, a year-on-year increase of 35.1% [2] Group 4 - The real estate sector attracted 2.83 billion USD, accounting for 20.5% of total registered investment, a year-on-year increase of 61.9% [2] - The top three provinces for foreign investment were Bac Ninh, Dong Nai, and Ho Chi Minh City, with Bac Ninh receiving over 2.69 billion USD, representing 19.5% of total investment [2] - Ho Chi Minh City saw a registered investment amount exceeding 1.48 billion USD, a year-on-year increase of 77.7% [2]