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东莞重回全国外贸第五城
21世纪经济报道· 2026-01-28 13:32
记者丨 程浩 编辑丨蒋韵 日前,南方财经记者从黄埔海关了解到, 2025年东莞外贸进出口规模达1.58万亿元,创历史 同期新高,重回全国第5,交出了一份沉甸甸的外贸"成绩单"。 资料图 从总量看,东莞稳住了"外贸大市"的地位。据黄埔海关统计,"十四五"期间,东莞市进出口累 计增长超2490亿元,年均增长3.5%。2025年,东莞市外贸进出口1.58万亿元,规模稳居全国 第五,较上年(下同)增长13.8%,增速位居全国外贸万亿级城市第二位。其中,出口9707.4 亿元,增长9.1%;进口6087亿元,增长22.1%。 从结构看,东莞实现了"质"的新跃升。东莞优势产品持续发力,本土品牌加速"出海"。数据显 示,2025年,东莞市出口机电产品6821.9亿元,增长12.5%,拉高出口整体增速8.5个百分点。 其中,出口电子元件、电工器材、电脑及其零部件、手机分别增长12.4%、20.1%、17.3%、 7.4%。同期,自主品牌产品出口增长15%,占东莞出口总值的15.1%。同时,以电动汽车、锂 电池、光伏产品为代表的"新三样"出口增长迅猛,成为新的外贸增长点。 从主体看,东莞激发了企业新活力。2025年,东莞市有进 ...
数据点评 | 12月工企利润:8月故事再现(申万宏观·赵伟团队)
赵伟宏观探索· 2026-01-27 23:20
文 | 赵伟、屠强 联系人 | 屠强 耿佩璇 摘要 事件:1月27日统计局公布2025年12月工业企业效益数据,营业收入累计同比1.1%、前值1.6%;利润累计同比0.6%、前值0.1%。12月末,产成品存货同比 3.9%、前值4.6%。 核心观点:12月利润明显回升,更多源自其他损益项的拉动,与8月利润表现相近。 总体:12月利润同比有所回升,主因并非营收和成本率的贡献,反弹较大的是其他损益,与8月走势较为相近。 12月工业企业利润当月同比回升18.5个百分点 至5.1%。从影响因素看,利润率对利润增速的拉动上行21.7个百分点至8.6%;其中成本率贡献较小,而其他损益项等短期指标对利润的拉动较大,较前月上 行23.4个百分点至18.3%。与8月情况相似,彼时其他损益等对利润同比的拉动也较前月大幅上行24.8个百分点至18.3%。 行业:12月个别行业利润走强对本月利润的拉动较大,背后或与其他收益等短期指标改善有关,也与8月行业层面的利润表现相似。 12月,有色加工、煤炭 采选等行业利润大幅回升,单个行业利润拉动整体利润回升5.7、4个百分点至5.4%、1.8%。从影响因素看,上述行业的营业收入、成本压力并 ...
“成为中国人”,一天要与多少广货打交道?
Nan Fang Nong Cun Bao· 2026-01-27 16:31
Core Insights - The article discusses the rising trend of "Becoming Chinese" among foreign audiences, highlighting the exploration of Chinese lifestyle through everyday products, particularly from Guangdong province [4][5][10]. Group 1: Quality and Lifestyle - Guangdong products, referred to as "广货," play a crucial role in enhancing the quality of daily life for Chinese people, with a focus on their craftsmanship and cultural significance [11][12]. - The article emphasizes the importance of quality in daily products, such as rice cookers and smartphones, which are often manufactured in Guangdong, showcasing the region's industrial strength [10][18][19]. Group 2: Technological Innovation - Guangdong's smartphone production reached 585 million units in the first 11 months of 2025, accounting for approximately half of China's total smartphone output, reflecting the region's technological prowess [19]. - The article highlights the advanced manufacturing capabilities in Guangdong, such as AI integration in smartphone production, which enhances precision and efficiency [20][24]. Group 3: Cultural Significance - The concept of "识叹" (appreciating life) is explored through various products, including tea and furniture, which embody both functionality and aesthetic appeal, contributing to a sense of ritual in daily life [48][66]. - Guangdong's tea industry is significant, with an annual consumption of 270,000 tons and a market size of 63.8 billion yuan, showcasing the cultural and economic importance of tea in the region [54][55]. Group 4: Long-term Value - The philosophy of "襟用" (durability) is emphasized, indicating that Guangdong products are designed for long-term use, providing reliability and comfort to consumers [75][88]. - The article notes that Guangdong's clothing industry produces over 3.44 billion garments annually, representing 16.8% of the national output, highlighting the region's commitment to quality and sustainability in fashion [81][82].
数据点评 | 12月工企利润:8月故事再现(申万宏观·赵伟团队)
申万宏源宏观· 2026-01-27 10:39
摘要 文 | 赵伟、屠强 联系人 | 屠强 耿佩璇 事件:1月27日统计局公布2025年12月工业企业效益数据,营业收入累计同比1.1%、前值1.6%;利润累计同比0.6%、前值0.1%。12月末,产成品存货同比 3.9%、前值4.6%。 核心观点:12月利润明显回升,更多源自其他损益项的拉动,与8月利润表现相近。 总体:12月利润同比有所回升,主因并非营收和成本率的贡献,反弹较大的是其他损益,与8月走势较为相近。 12月工业企业利润当月同比回升18.5个百分点 至5.1%。从影响因素看,利润率对利润增速的拉动上行21.7个百分点至8.6%;其中成本率贡献较小,而其他损益项等短期指标对利润的拉动较大,较前月上 行23.4个百分点至18.3%。与8月情况相似,彼时其他损益等对利润同比的拉动也较前月大幅上行24.8个百分点至18.3%。 行业:12月个别行业利润走强对本月利润的拉动较大,背后或与其他收益等短期指标改善有关,也与8月行业层面的利润表现相似。 12月,有色加工、煤炭 采选等行业利润大幅回升,单个行业利润拉动整体利润回升5.7、4个百分点至5.4%、1.8%。从影响因素看,上述行业的营业收入、成本压力并 ...
广东中山将携智造优品、特色风物与文旅魅力亮相太阳宫 续写香山与上海百年佳话
Jie Fang Ri Bao· 2026-01-27 01:41
本次活动由广东省工业和信息化厅指导,中山市人民政府主办,包括展销、互动、演出、挥春活 动,以及文旅与投资招商推介、项目签约等环节。 回溯百年,香山(今中山)先贤以敢为人先的开拓精神,在上海南京路缔造了先施、永安、新新、 大新"四大百货"传奇,开创中国现代商业的先河。从首推明码实价、女售货员制度到打造集购物、娱 乐、餐饮于一体的消费场景,香山商帮为当年的上海注入了鲜活的商业灵魂。而今,承载着百年商业基 因的中山,以"制造业当家"的硬核实力再赴申城,展现"中山智造"的硬核实力和岭南风物的独特韵味, 续写百年商脉全新篇章。 据了解,中山优品活动区是本次展销活动的核心亮点。围绕家电、家具、消费电子、服装、日化、 食品、文旅等重点类别,打造了"魅力中山""智造中山""美居中山""中山香农""文旅中山"等消费主题区 域,集中展现中山城市形象及科技创新、生产制造、美好生活、宜居宜乐等方面最新成果。其中,既有 机器人、大家电等高端制造成果,也有灯饰照明、五金锁具等家居产品,还不乏中山本土特色农产品和 食品。 活动现场设有消费抽奖、拍照打卡送赠品等互动,以及中山非遗表演、广东传统民乐等南粤特色表 演。中山本土书法家还将现场创作 ...
中国超大规模市场优势持续显现
Jing Ji Wang· 2026-01-27 01:37
消费活力持续释放 1月26日,国新办举行新闻发布会,商务部相关负责人就2025年商务工作及运行情况进行了介绍。数据 显示,2025年全年社会消费品零售总额首次突破50万亿元,达到50.1万亿元,增长3.7%;消费对经济增 长的贡献率达到52%,持续发挥了经济发展主引擎的作用。 商务部表示,中国将坚定不移推进高水平对外开放,推动贸易创新发展、平衡发展。中国超大规模市场 将为各国产品、服务提供更广阔机遇,中国高质量发展也将为世界经济不断注入新动力。 "十四五"时期,中国社会消费品零售总额先后迈上40万亿元、45万亿元、50万亿元新台阶。超大规模市 场优势持续显现,为推动经济回升向好、更好满足人民美好生活需要提供有力支撑。 商务部市场运行和消费促进司司长杨沐介绍,2025年,全国商务系统大力推进提振消费专项行动,深入 实施消费品以旧换新,推动服务消费高质量发展,组织开展"购在中国"系列活动,持续释放消费潜力。 具体来看,主要呈现4方面特点: 大宗耐用商品消费较快增长。2025年,受消费品以旧换新政策带动,相关商品比如限额以上单位家电、 通讯器材、家具零售额分别增长了11%、20.9%和14.6%,乘用车零售量增加了 ...
社零总额首破50万亿元 2025年提振消费加力显效
Xin Hua Wang· 2026-01-27 00:37
Well 17 France Creation J换新馬 扩围提质实施消费品以旧换新,汽车、家 电、手机等相关产品销售额2.61万亿元, 惠及3.66亿人次。 部指社 权威数读 / ATS 电脑 亚 权 国务院新闻办公室26日举行新闻发布会,商务部相关负责人介绍2025年商务工作及运行情况。2025年, 中国消费市场活力十足:全年社会消费品零售总额首次突破50万亿元;消费对经济增长的贡献率达到 52%;"以旧换新""中国购""国潮文化"等成为高频词……消费持续发挥了经济发展主引擎的作用,也为 世界各国提供巨大机遇。让我们跟随海报,一起来看。 社零总额首破50万亿 2025年全年社会消费品零售总额首次突破 50万亿元,达到50.1万亿元,增长3.7%, 消费对经济增长的贡献率达到52%,提高了 5个自分点。 权威数读 / 部指社 ASS 2025年,受消费品以旧换新政策带动,相 关商品,比如限额以上单位家电、通讯器 材、家具零售额分别增长了11%、20.9% 和14.6%,乘用车零售量增加了3.8%。 新华社 权威数读_/ ATA 新型消费蓬勃发 数字消费、绿色消费、健康消费等新型消费 持续升温,新业态、新模式 ...
海外网红带莞货 独辟蹊径抢流量 潮玩电子出海热
Nan Fang Du Shi Bao· 2026-01-26 23:15
Core Viewpoint - Dongguan is transforming its export strategy by leveraging social media influencers to enhance the global presence of its manufacturing brands, moving from a focus on product output to brand output [6][10][15]. Group 1: Economic Performance - Dongguan's foreign trade import and export value reached 1.44 trillion yuan in the first 11 months of 2025, marking a 14.3% year-on-year increase, leading the nation among cities with over 1 trillion yuan in foreign trade [7]. - The total import and export value for the year is expected to exceed 1.56 trillion yuan, potentially setting a historical record [7]. - Dongguan has maintained a growth trend for 20 consecutive months, indicating a robust economic performance [7]. Group 2: Industry Transformation - Dongguan is known for its strong manufacturing base, producing nearly 85% of the country's trendy toys and maintaining a leading position in various sectors such as electronics, apparel, and furniture [6]. - The city is facing pressure to transition from a traditional OEM model to developing its own brands and expanding into global markets due to increasing complexities in the global trade environment [7][8]. Group 3: New Marketing Strategies - The "Three Hundreds" campaign aims to connect 100 influencers, 100 enterprises, and 100 business associations to promote Dongguan products globally through social media [9][11]. - Influencer marketing is seen as a cost-effective way to reach target audiences and gather market feedback, especially for small and medium-sized enterprises [10][11]. - The campaign will initially focus on light industrial products such as bags and shoes to minimize exploration costs [11]. Group 4: Long-term Goals - The initiative is set to run for three years, with the short-term goal of increasing brand exposure and the long-term ambition of establishing internationally recognized Dongguan brands [12][14]. - The strategy includes expanding into emerging markets and enhancing the service infrastructure for enterprises looking to go global [14][15]. - Dongguan aims to reshape its image from a "world factory" to a city known for its manufacturing aesthetics and innovation [15].
权威数读|社零总额首破50万亿元!2025年提振消费加力显效
Xin Hua She· 2026-01-26 12:20
国务院新闻办公室26日举行新闻发布会,商务部相关负责人介绍2025年商务工作及运行情况。2025年,中国消费市场活力十 足:全年社会消费品零售总额首次突破50万亿元;消费对经济增长的贡献率达到52%;"以旧换新""中国购""国潮文化"等成为高 频词……消费持续发挥了经济发展主引擎的作用,也为世界各国提供巨大机遇。让我们跟随海报,一起来看。 权威数读 / 电脑 平板 扩围提质实施消费品以旧换新,汽车、家 电、手机等相关产品销售额2.61万亿元, 权威数读_/ 部华社 AD HZUNER 部半社 XINHUA NEWS 权威数读 / ASS EH 2096年 惠及3.66亿人次。 TECHNICHEL 人均服务性消费支出同比增长4.5%,占人均 消费支出的比重为46.1%。文体休闲、旅游 咨询租赁、交通出行等服务零售额保持两位 数增长。 新华社 ESS 权威数读_/ lite o 安博 2025年,受消费品以旧换新政策带动,相 关商品,比如限额以上单位家电、通讯器 材、家具零售额分别增长了11%、20.9% 和14.6%,乘用车零售量增加了3.8%。 统筹:于卫亚 制作:卜寄傲、王楚天、郭兴 设计:卓越 数字消费 ...
百年商脉续新章! “广货行天下·中山百货进上海”即将启幕
Nan Fang Du Shi Bao· 2026-01-26 09:25
Group 1 - The event "Guanghuo Xing Tianxia: Zhongshan Department Store Enters Shanghai" will take place from January 31 to February 2 in Shanghai, showcasing Zhongshan's quality products and cultural charm, continuing the century-old commercial relationship between Xiangshan and Shanghai [1][7] - The event is guided by the Guangdong Provincial Department of Industry and Information Technology and hosted by the Zhongshan Municipal Government, featuring three days of exhibitions, interactions, performances, and investment promotion activities [3][5] - The exhibition will highlight various categories including home appliances, furniture, consumer electronics, clothing, daily chemicals, food, and cultural tourism, showcasing the latest achievements in Zhongshan's urban image, technological innovation, and quality of life [3][5] Group 2 - Zhongshan has a strong manufacturing base with 38 national-level industrial bases and 18 provincial-level specialized towns, emphasizing its robust real economy and active private sector [5] - The event will include interactive activities such as consumer lotteries, photo opportunities, and performances of traditional Guangdong music, enhancing the cultural atmosphere [5] - Online marketing efforts will be coordinated through major e-commerce platforms like Tmall and Douyin, promoting Zhongshan's industrial products and increasing brand influence [5]