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朱拉隆功大学陈安:泰国对中企有三大新期待
21世纪经济报道· 2025-11-03 01:14
Core Viewpoint - The article emphasizes the importance of transitioning from "integration" to "co-creation" in Sino-Thai economic cooperation, highlighting the potential for mutual value creation and market expansion through collaborative efforts in various sectors [2][3]. Group 1: Sino-Thai Economic Relations - China has been Thailand's largest trading partner for 12 consecutive years, being the top source of agricultural exports, foreign investment, and tourism [3][4]. - The bilateral trade volume between China and Thailand is projected to reach USD 133.98 billion in 2024, reflecting a year-on-year growth of 6.1%, with Chinese exports increasing by 13.6% and imports decreasing by 5.2% [3][4]. Group 2: Investment Opportunities - From 2020 to 2024, China's cumulative greenfield investment in ASEAN is expected to reach USD 65.91 billion, with USD 42.26 billion (64.1%) allocated to "new three types" of investments, including photovoltaic, new energy vehicles, and lithium batteries [1][3]. - The report indicates that investments in new energy vehicles are primarily concentrated in Thailand, Malaysia, and Indonesia, while lithium battery investments are focused on Indonesia, and photovoltaic investments are mainly in Vietnam, Thailand, Malaysia, and Cambodia [1]. Group 3: Future Directions for Cooperation - The article identifies three key areas for future Sino-Thai cooperation: green and digital technology, agriculture and food industry, and financial services, where both countries can leverage their respective strengths [2][6]. - Thai enterprises are expected to actively engage in joint research and technology sharing with Chinese companies, establish local supply chains, and collaborate with large Chinese firms to explore larger ASEAN markets [3][9]. Group 4: Trade Agreements and Economic Frameworks - Utilizing key trade tools such as the Regional Comprehensive Economic Partnership (RCEP) and the upgraded China-ASEAN Free Trade Agreement is crucial for unlocking market potential and enhancing cooperation between China and Thailand [3][5]. - The evolving geopolitical landscape necessitates a strategic partnership between China and Southeast Asia, emphasizing the need for a comprehensive ecosystem that includes financial cooperation and research collaboration [10].
18年增长逾6倍!全球首发报告勾勒中非贸易合作格局深刻变化
Sou Hu Cai Jing· 2025-06-14 04:10
Core Insights - The reports released at the Fourth China-Africa Economic and Trade Expo highlight significant changes in the China-Africa economic and trade cooperation landscape, with a focus on diversification and high-value, technology-intensive trade [1][4]. Trade Growth - The trade volume between China and Africa has increased from less than $40 billion in 2005 to over $280 billion in 2023, marking a growth of more than six times over 18 years [4][6]. - In the first five months of this year, China's imports and exports to African countries reached 963.21 billion yuan, a year-on-year increase of 12.4%, setting a historical high for the same period [6]. Sectoral Transformation - Key sectors such as agriculture, manufacturing, and digital services are emerging as new engines driving high-quality development in China-Africa bilateral trade [6]. - The agricultural and food industry is transitioning from raw materials to deep processing, while manufacturing is shifting from finished product exports to local production [4]. Regional Dynamics - Trade growth is most pronounced between China and Southern Africa, followed by Eastern Africa, with Eastern Africa exhibiting the highest volatility in trade [4]. Influencing Factors - The changes in trade dynamics are influenced by various factors, including Africa's industrialization process, China's economic upgrading, and the Belt and Road Initiative [4].