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【宏观经济】一周要闻回顾(2025年10月1日-10月15日)
乘联分会· 2025-10-15 08:37
Transportation Economic Operation in August - In August, the overall transportation economic operation continued to show a recovery trend, with stable growth in freight volume and cross-regional personnel flow, and a rapid increase in port cargo throughput [7] - The completed operating freight volume in August reached 5.06 billion tons, a year-on-year increase of 3.6%, with road freight volume at 3.75 billion tons (up 3.9%) and waterway freight volume at 0.85 billion tons (up 1.2%) [7] - The port cargo throughput in August was 1.59 billion tons, a year-on-year increase of 4.7%, with container throughput at 31.49 million TEUs, up 6.5% [5] Foreign Trade Performance in the First Three Quarters - In the first three quarters, China's total goods trade import and export reached 33.61 trillion yuan, a year-on-year increase of 4%, with exports at 19.95 trillion yuan (up 7.1%) and imports at 13.66 trillion yuan (down 0.2%) [11] - The growth rate of imports and exports accelerated quarterly, with the third quarter showing a growth of 6%, marking eight consecutive quarters of year-on-year growth [12] - The diversification of markets continued, with trade with countries involved in the Belt and Road Initiative reaching 17.37 trillion yuan, up 6.2%, accounting for 51.7% of total trade [12] Consumer Price Index (CPI) Trends - In September 2025, the national consumer price index (CPI) decreased by 0.3% year-on-year, with urban prices down 0.2% and rural prices down 0.5% [14] - Food prices fell by 4.4%, while non-food prices increased by 0.7%, leading to an average CPI decline of 0.1% from January to September [15] - The prices of various goods and services showed mixed trends, with fresh vegetable prices down 13.7% and pork prices down 17.0%, impacting the CPI significantly [16] Industrial Producer Price Trends - In September 2025, the industrial producer ex-factory price decreased by 2.3% year-on-year, with the decline narrowing by 0.6 percentage points from the previous month [20] - The average industrial producer ex-factory price from January to September fell by 2.8%, with the purchase price down by 3.2% [20] - The prices of production materials decreased by 2.4%, with mining industry prices down 9.0% and raw material industry prices down 2.9% [21]
关税战的“胆小鬼博弈”,玩不下去了?
吴晓波频道· 2025-10-15 03:37
点击上图▲立即收听 " 这次关税战的核心不是税率的调整,而是围绕未来全球产业链重塑的一种精准博弈。 " 文 / 巴九灵(微信公众号:吴晓波频道) " 美国手里的牌也不多了,最坏也就这样了。 " 就在人们以为他们有望 " 握手言和 " 时,中美两个拳击手又重新回到了关税擂台上。 10 月 11 日,特朗普再次祭出关税大棒,威胁要对中国商品加征 100% 的关税,并限制部分美国软件出口中国,随后中国也开展了包括稀土、船 舶特别港务费在内的一系列反制。 眼下, APEC 会议即将于 10 月底召开, " 特朗普想要先制造一点声势再谈判的套路大 " ,成了人们对这只黑天鹅的普遍解读。 2025APEC将在韩国庆州举行 政治牌桌上的点滴博弈影响着企业家们的生意,但关税战把他们磨炼得更加务实。 " 大家普遍的反应都是,麻木了。 " 相较于擂台上剑拔弩张的局面, " 观众席 " 上的观众尤其是企业家,要淡定得多。 他们有的是 " 打出了经验 " ,意识到关税战是一个 工具 ,背后的诉求才是真实的意图。 一些企业家深谙其道,据柬埔寨华商联合总会主席曹军观察, 4 月关税战后,许多出海企业家开始从 " 买地建厂 " 转向 " ...
中国拒接美国电话原因找到了!外贸稳得很,加关税威胁毫无效果
Sou Hu Cai Jing· 2025-10-14 19:28
中国收紧稀土出口管制后,国际格局的连锁反应骤然升级。据境外媒体披露,美方曾尝试与中方就此进行沟通。然而,此次通话未能如期举行,中方并未接 听,并推迟了安排。 尽管中国商务部未对此事进行官方确认,但随后美国总统特朗普在其社交媒体上的激烈言论,足以佐证此事的可信度。这位极度在意颜面的总统,其内心的 愤怒恐怕早已被中方"冷处理"的态度所点燃,令他感到颜面扫地。 | | | | | | | 单位:亿美元 | | --- | --- | --- | --- | --- | --- | --- | | 项 | 目 | 9月 | 1至9月累计 | | 9月与上月环比增减 9月与去年同期同比增 至9月累计与去年同期同比 | | | | | | | ±% | 減土% | 增減土% | | 进出口总值 | | 5,666.8 | 46, 841. 9 | 4.7 | 7.9 | 3.1 | | 出口总值 | | 3, 285. 7 | 27,796.4 | 2.2 | 8.3 | 6.1 | | 进口总值 | | 2, 381. 2 | 19, 045. 5 | 8.5 | 7.4 | -1.1 | | 进出口差额 | | 90 ...
今年前三季度我国货物贸易进出口33.61万亿元
Zhong Guo Xin Wen Wang· 2025-10-13 03:10
中新网10月13日电 国新办就2025年前三季度进出口情况举行新闻发布会。海关总署副署长王军介绍, 据海关统计,今年前三季度,我国货物贸易进出口33.61万亿元人民币,同比增长4%。其中,出口19.95 万亿元,增长7.1%;进口13.66万亿元,下降0.2%。9月当月,进出口4.04万亿元,增长8%。 王军表示,具体来看,主要有以下五个方面特点: 一是进出口增速逐季加快。今年一、二季度我国进出口分别增长1.3%和4.5%,三季度增长6%,已连续8 个季度实现同比增长。 五是外贸主体积极活跃。前三季度,我国有进出口实绩的外贸企业数量达到70万家,同比增加了5.2万 家。其中,民营企业61.3万家,进出口19.16万亿元,增长7.8%;外商投资企业8万家,进出口9.82万亿 元,增长3.1%。 二是市场多元化持续推进。前三季度,我国对共建"一带一路"国家进出口17.37万亿元,增长6.2%,占 进出口总值的51.7%,比重提升了1.1个百分点。对东盟、拉美、非洲、中亚等进出口分别增长9.6%、 3.9%、19.5%和16.7%。对亚太经合组织其他经济体进出口增长2%。 三是出口产品向新向优。前三季度,我国出口机 ...
两轮“苏贸贷”累计放款超千亿惠及近1.1万家中小微外贸企业
Xin Hua Ri Bao· 2025-10-12 23:23
近日从省商务厅、省财政厅获悉,自2018年9月推出以来,两轮"苏贸贷"融资政策已累计为近1.1万 家中小微外贸企业发放贷款1070亿元,以"政府+银行+信保"的创新模式,为外贸企业纾困解难、赋能 发展注入金融动力。 作为缓解中小微企业"融资难、融资贵"的重要举措,"苏贸贷"已完成两轮迭代升级。2018年首轮政 策设立2.88亿元资金池,联合3家银行累计放款345.71亿元,服务企业4677家;2022年纳入省普惠金融发 展风险补偿基金后,承办银行扩容至9家,截至今年9月已放款725.16亿元,服务企业6288家,覆盖面与 规模实现大幅增长。今年1—9月,"苏贸贷"放贷同比增长40.36%,加权平均利率低至2.84%。 政策红利逐步转化为企业发展实效。镇江英汇能源获600万元纯信用贷款保障订单执行,年跨境结 算预计增长40%;张家港牧羊人服饰凭借1000万元贷款缓解应收账款账期长、流动资金紧张的压力,有 效应对原材料价格波动带来的影响,稳住国际订单;南京尽善化工以500万元授信突破抵押物不足瓶 颈,海外业务持续扩张。 为确保政策精准落地,江苏省建立全流程管理体系:通过综合金融服务平台实现融资线上办理,建 立企业 ...
外贸稳、社零增、国际范足……重庆“十四五”商务经济“火力全开”
Sou Hu Cai Jing· 2025-10-11 05:10
Core Insights - The Chongqing government has reported significant achievements in the high-quality development of its business economy during the "14th Five-Year Plan" period, highlighting the city's progress in various economic indicators [2][7][10]. Economic Performance - The total retail sales of consumer goods in Chongqing are projected to reach 1.6 trillion yuan in 2024, marking a 35.4% increase compared to the end of the "13th Five-Year Plan," thus exceeding the targets set for the "14th Five-Year Plan" [7]. - The annual growth rate of online retail sales from 2021 to 2024 is expected to be 17.5%, with the total expected to double during the "14th Five-Year Plan" [7]. Foreign Trade and Investment - Chongqing's total foreign trade has exceeded 3.5 trillion yuan over the past five years, with the city becoming a significant player in international trade [8][9]. - The Chongqing Free Trade Zone has contributed over 60% of the city's foreign trade and more than 30% of foreign investment, with nine institutional innovations being promoted nationwide [8]. Infrastructure and Market Development - The city has established 520 urban vegetable markets and 981 rural agricultural markets, enhancing local access to fresh produce [7]. - Chongqing has introduced 2,200 domestic and international brands, with many new flagship stores opening in the city [7]. Policy and Innovation - Chongqing has successfully secured 16 national pilot projects in the business sector during the "14th Five-Year Plan," enhancing its reputation for innovation [10]. - The city has implemented a digital supply system for essential goods, involving over 3,000 enterprises to ensure the availability of necessities for residents [10].
今秋广交会首设智慧医疗专区
Nan Fang Du Shi Bao· 2025-10-10 23:11
第137届广交会,迎来许多国外客商参展。 南都记者 张志韬 摄 昨日,商务部举行专题发布会,介绍第138届广交会有关情况。商务部对外贸易司司长王志华介绍,第 138届广交会,也就是秋交会,将于10月15日至11月4日分三期在广州举办,线上平台继续常态化运营。 本届广交会展览面积达155万平方米,展位总数7.46万个,参展企业超3.2万家,均创历史新高,约3600 家企业首次亮相。拥有高新技术、专精特新、单项冠军等称号的优质企业首次突破1万家,创历史新 高,占出口展企业总数的34%。现场将展出智能类产品35.3万件。 本届广交会首次举办外贸优品拓内销对接活动,设置约3000平方米对接专区。还将举办超600场新品发 布活动和13场主题论坛。本届广交会紧扣企业需求,以促成交为核心,新品发布活动扩大参与范围,场 次超600场,环比增长37%。截至目前,广交会全球合作伙伴增至227家,覆盖110个国家和地区。 首设智慧医疗专区 打造场景化和沉浸式交互体验 据王志华介绍,本届广交会的一大亮点是首设智慧医疗专区,吸引手术机器人、智能监测及可穿戴设备 等47家企业参加,更好地展现我国医疗领域先进产品和技术。 王志华表示,当前 ...
美联储降息引发机遇,中国三大领域受益,普通百姓财富迎来新增长
Sou Hu Cai Jing· 2025-10-06 18:38
Group 1 - The Federal Reserve has lowered the benchmark interest rate by 25 basis points, now between 4.00% and 4.25%, indicating a potential for further rate cuts in the future [1] - The reduction in interest rates has led to a shift in capital flows, with foreign investments increasingly directed towards China due to its perceived stability and lower asset prices [3][5] - The Chinese central bank has injected 195 billion yuan into the market to ease short-term liquidity pressures, following a previous reserve requirement cut [6] Group 2 - The exchange rate of the yuan against the dollar has dropped below 7.1, with foreign capital showing increased interest in Chinese government bonds, purchasing an additional 12 billion yuan in September compared to August [5][10] - The 10-year government bond yield rose to 1.78% by the end of September, with foreign investors participating, but expectations of further rate cuts by the Federal Reserve create uncertainty [10] - Companies are advised to manage their debt structures carefully, favoring long-term financing over short-term loans, especially in light of fluctuating exchange rates [12] Group 3 - The current financial environment presents both opportunities and risks, with the potential for capital inflow into the real economy remaining uncertain [14][18] - Market participants are advised to be cautious, avoiding excessive leverage and ensuring adequate emergency funds due to the unpredictable market conditions [12][16]
漫话出口退税丨外贸企业出口货物如何计算退税额?
蓝色柳林财税室· 2025-10-04 13:19
Core Viewpoint - The article discusses the benefits and processes of export tax refunds for foreign trade enterprises, highlighting the financial advantages and the efficiency of the refund process. Group 1: Export Tax Refund Process - Foreign trade enterprises can apply for export tax refunds based on their sales and tax rates, with an example showing a refund calculation of 9.1 million yuan for a 1 million yuan export [4][5]. - The export tax refund rate is set at 13%, which is applicable to the exported goods [4]. - The process for applying for export tax refunds can be conveniently handled through the electronic tax bureau [6]. Group 2: Financial Impact - The company received an export tax refund of 91,000 yuan, which was faster than expected, alleviating financial pressure and allowing for plans to expand trade scale [7]. - The article emphasizes that export business not only generates profit but also provides opportunities for tax refunds, enhancing overall financial performance [5]. Group 3: Additional Information - The article includes various queries related to export tax refund processes, such as how to check refund rates, the申报流程 (declaration process), and handling errors in申报 (declaration) [8].
兴业银行呼和浩特分行金融特派员服务外贸企业稳步发展
Zhong Guo Jin Rong Xin Xi Wang· 2025-09-30 03:06
转自:新华财经 在银企双方的高度配合下,2025年累计为A公司开立进口信用证7.6亿元,支持企业顺利完成跨境采购。 同时,合计为A公司减免开证手续费及汇兑费用230万元。 下一步,兴业银行呼和浩特分行将优化分行口岸金融工作机制,强化前中后台,多部门协同发力。围绕 国际业务产品及边贸特色,开展国际业务人才培养,强化国际业务基层队伍建设,提升整体的专业素质 及服务能力,让更多业务能力突出的金融特派员助力自治区外贸企业高质量发展。 编辑:焦若涵 A公司为生产型外贸企业,主要原材料需从境外采购,采购渠道一般为依托国际公司代理采购及自身进 口采购,随着申请人生产经营逐渐稳定,为进一步提升利润率,A公司逐渐扩大自主进口业务(自主进 口节省代理费),代理采购比例由2022年的80%左右逐年下降。因货物采购主要采用海运形式,一般单 船货物价值2000万美元以上,A公司主要诉求为扩大信贷支持额度,提升跨境结算效率,降低融资成 本。 分行金融特派员在了解企业融资需求后,为企业设计专属融资服务方案。基于A公司采购模式,单笔结 算金额较大,为保障买卖双方权利义务,建议以进口信用证结算。在服务规模提升方面:分行为A公司 批复4亿元授信 ...