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审议部分重点课题调研报告 胡文容主持市政协主席会议
Jie Fang Ri Bao· 2025-09-29 01:32
会议审议了市政协"加强本市公共文化空间的文化浸润,扎实推进铸牢中华民族共同体意识工作"重 点课题调研报告。今年2月起,市政协民宗委组建联合课题组,扎实开展调研,系统梳理当前我市依托 公共文化空间开展相关工作的情况和实践经验,深入分析当前面临的难点挑战,在此基础上形成调研报 告,聚焦文博展演、公共阅读、景观文化、商圈融合、基层互动等五类主要公共文化空间,从拓展空间 类型、创新文化叙事、推动空间共创、完善保障机制等方面提出对策建议。 会议还审议了市政协"加快打造商用飞机、商业航天等高端产业集群,培育发展新质生产力"重点课 题调研报告。 市政协副主席陈群、金兴明、黄震、虞丽娟、吴信宝、邵志清出席。 记者 洪俊杰 9月28日,市政协召开十四届五十次主席会议,审议部分重点课题调研报告。市政协主席胡文容主 持。 会议审议了市政协"聚力治本攻坚,提升安全防范能力——以韧性安全城市建设为支撑"重点课题调 研报告。今年2月以来,市政协社法委组建联合课题组,立足上海超大城市经济社会发展趋势,从城市 安全规划、地下空间防洪与新兴基础设施建设三个方面出发,深入研究提升安全防范能力相关对策。调 研报告建议加强顶层设计,健全城市韧性安全 ...
上海市政协召开专题协商会 加快打造世界级高端产业集群
Xin Lang Cai Jing· 2025-09-11 02:42
Core Viewpoint - The Shanghai Municipal Political Consultative Conference emphasizes the importance of accelerating the development of high-end industrial clusters such as commercial aircraft and commercial aerospace to enhance urban development momentum and promote high-quality growth in Shanghai [1] Group 1: Strategic Importance - Accelerating the cultivation of high-end industrial clusters is recognized as a significant strategic move to enhance the city's development capabilities and align with national strategies [1] - There is a call to strengthen the sense of responsibility and urgency in promoting the implementation of national strategies [1] Group 2: Focus Areas - The focus will be on key areas and critical links, including breakthroughs in core technologies, efficient collaboration in industrial and supply chains, and the creation of a high-level talent pool [1] - The aim is to establish a first-class innovative ecological environment and form a number of world-class high-end industrial clusters [1] Group 3: Research and Collaboration - The Shanghai Municipal Political Consultative Conference will leverage its role as a specialized consultative body to conduct in-depth research on issues such as technological breakthroughs, industrial transformation, and ecological optimization [1] - There is an emphasis on gathering wisdom from various sectors to facilitate the integration of industrial resources and open new avenues for building world-class industrial clusters in Shanghai [1]
上海:加快打造世界级高端产业集群
Xin Lang Cai Jing· 2025-09-11 02:18
Core Viewpoint - The meeting emphasized the importance of accelerating the development of high-end industrial clusters such as commercial aircraft and commercial aerospace to enhance urban development momentum and promote high-quality development in Shanghai [1] Group 1: Strategic Importance - The development of high-end industrial clusters is recognized as a significant strategic initiative to support the implementation of national strategies and enhance the sense of responsibility and urgency in Shanghai [1] - There is a focus on fostering new productive forces and promoting high-quality industrial development in Shanghai [1] Group 2: Key Areas of Focus - The meeting highlighted the need to concentrate efforts on key areas and critical links, including breakthroughs in core technologies, efficient collaboration in industrial and supply chains, and the creation of a high-level talent pool [1] - The establishment of a first-class innovation ecosystem is essential for forming world-class high-end industrial clusters [1] Group 3: Role of the Municipal Political Consultative Conference - The Municipal Political Consultative Conference is expected to leverage its role as a specialized consultative body to conduct in-depth research on issues such as technological breakthroughs, industrial transformation, and ecological optimization [1] - There is an emphasis on gathering diverse insights to facilitate the integration of various industrial resources and open new avenues for building world-class industrial clusters in Shanghai [1]
加快打造世界级高端产业集群 市政协召开专题协商会
Jie Fang Ri Bao· 2025-09-11 01:48
Group 1 - The core viewpoint emphasizes the importance of accelerating the development of high-end industrial clusters such as commercial aircraft and commercial aerospace to enhance urban development momentum and promote high-quality development in Shanghai [2] - Shanghai aims to focus on new industrialization, led by chain master enterprises, guided by industrial demand, and driven by institutional innovation, to promote the accelerated development of high-end industries like commercial aircraft, commercial aerospace, and low-altitude economy [1][2] - The meeting highlighted the need for top-level design and overall planning, strengthening collaboration between industry, academia, and research, improving financial services throughout the lifecycle, expanding low-altitude economic application scenarios, and encouraging enterprises to explore overseas markets [1] Group 2 - The city council recognizes the strategic significance of cultivating high-end industrial clusters and aims to enhance the sense of responsibility and urgency in implementing national strategies [2] - Key areas of focus include accelerating breakthroughs in critical core technologies, promoting efficient collaboration in the industrial and supply chains, developing high-level industrial talent, and creating a first-class innovation ecosystem [2] - The city council will leverage its role as a specialized consultation body to conduct in-depth research on issues such as technology breakthroughs, industrial transformation, and ecological optimization, aiming to integrate various industrial resources and open new avenues for building world-class industrial clusters in Shanghai [2]
关税大消息!特朗普签署行政命令
中国基金报· 2025-09-04 23:58
Core Viewpoint - The article discusses the implementation of a new U.S.-Japan trade agreement, which includes a 15% baseline tariff on nearly all Japanese goods entering the U.S. market, aimed at reducing the trade deficit and balancing trade relations between the two countries [4][6]. Group 1: U.S.-Japan Trade Agreement - The U.S. will impose a 15% baseline tariff on almost all Japanese imports [4]. - Specific sectors such as automobiles, aerospace products, generics, and natural resources that cannot be sourced domestically will have differentiated tariff treatments [4]. - The new tariff framework is expected to help reduce the U.S. trade deficit with Japan and promote a more balanced overall trade situation [6]. Group 2: Market Access for U.S. Products in Japan - Japan will provide significant market access opportunities for U.S. manufacturers in key sectors including aerospace, agriculture, food, energy, and automobiles [7]. - Japan aims to increase its procurement of U.S. rice by 75% under the "minimum market access" rice plan, with total annual purchases of U.S. agricultural products reaching $8 billion [7]. - U.S.-made passenger cars that meet U.S. safety standards will be allowed to sell in Japan without additional testing [7]. Group 3: Legal and Economic Context - The Trump administration is appealing a court ruling that deemed the imposition of tariffs on multiple countries illegal, arguing it undermines the president's ability to conduct foreign policy and protect national security [8]. - As of August 24, U.S. companies have paid over $210 billion in tariffs that may be deemed illegal, with potential refunds causing significant disruption if the ruling is upheld [8]. - The U.S. trade deficit widened to $78.3 billion in July, significantly higher than the adjusted $59.1 billion in June, driven by increased imports ahead of the new tariffs [10].
贸易专题分析报告:对等关税未完待续
SINOLINK SECURITIES· 2025-08-19 14:49
Group 1: Tariff Strategy - Tariffs are a key tool in Trump's economic policy, evolving from targeted strikes to a comprehensive strategy in his second term[2] - The tariff strategy consists of four main components: reciprocal tariffs, punitive tariffs, transshipment tariffs, and industry protection barriers[6] - The average effective tariff rate in the U.S. has increased by 16.2 percentage points, reaching 18.6%, the highest level since the Great Depression[29] Group 2: Trade Relations and Impact - The U.S. is transitioning to a more decentralized trade structure, moving away from reliance on the U.S.-China economic relationship[3] - The imposition of tariffs has led to a significant increase in import costs, with specific tariffs reaching as high as 50% on steel and aluminum products[21] - The U.S. government is using tariffs as a diplomatic tool, with punitive tariffs being applied to countries like Canada and Mexico, and targeting third-party nations involved in trade with adversaries[11] Group 3: Economic Consequences - Pre-tariff import surges led to a 4.67% month-on-month increase in imports in March, followed by a 1.39% year-on-year decline in June, indicating a demand pullback[29] - U.S. businesses are entering a de-inventory phase, with durable goods inventory growth slowing from 1.52% in March to 0.17% in June[29] - The uncertainty surrounding new tariff tools and potential trade negotiations post-midterm elections poses risks to global supply chains and capital markets[4]
纳指、标普500指数续刷新高
Ge Long Hui· 2025-07-29 13:42
Group 1 - The three major U.S. stock indices opened higher, with the Nasdaq up 0.51%, the S&P 500 up 0.27%, both reaching new highs, and the Dow Jones up 0.06% [1] - Nvidia rose nearly 1%, reaching a new high, reportedly placing a new order for 300,000 H20 chips from TSMC to replenish existing inventory [1] - Boeing increased by 1.5%, driven by a recovery in commercial aircraft deliveries, with Q2 revenue growing 35% year-over-year, exceeding expectations, and net losses narrowing [1] Group 2 - Novo Nordisk experienced a significant drop of over 21%, revising its full-year performance outlook downward due to underwhelming sales of the weight loss drug Wegovy [1]
欧盟将在美贸易协议中保护空客,法拉利将遭遇损失
Hua Er Jie Jian Wen· 2025-07-09 01:41
Group 1 - The EU is in urgent negotiations with the US regarding a trade agreement aimed at protecting key industries from significant tariff impacts, with Airbus being a priority target for protection [1][3] - The EU is close to reaching a preliminary agreement with the US that would exempt commercial aircraft from certain tariffs, benefiting Airbus [1][3] - The discussions include a "countervailing mechanism" that would allow European car manufacturers with factories in the US to export a certain number of cars tariff-free, benefiting companies like BMW, Mercedes, and Volkswagen [1][2] Group 2 - The EU's industrial chief emphasized that Airbus should not be affected by an additional 10% tariff due to "unfair competition" from Boeing, indicating that protecting Airbus aligns with economic interests [3][4] - Analysts note that the imposition of tariffs could significantly suppress demand, impacting Airbus's overall financial health, while Airbus's global production network provides a competitive advantage [4] - The US has shown some flexibility, with the Transportation Secretary expressing support for returning to a historical trade agreement that exempted aircraft and parts from cross-border tariffs, which previously created a trade surplus for the US [4]
美欧关税谈判:欧盟设红线 要求关键领域关税立即减免
智通财经网· 2025-07-01 13:07
Group 1 - The EU is demanding immediate tariff reductions for key industries in any trade agreement reached with the US before the July 9 deadline, but expects some level of inequality in the agreement [1] - The EU has accepted a 10% baseline tariff as a non-negotiable bottom line while pushing for a principle agreement, with specific details to be finalized later [1] - Brussels is seeking to restore baseline tariffs to pre-Trump levels or achieve zero tariffs for specific industries, including alcoholic beverages and medical technology products currently subject to a 10% tariff [1] Group 2 - The EU's key demands include the elimination of a 25% tariff on automobiles and parts, and an immediate reduction of the recently increased 50% tariffs on steel and aluminum products [2] - The EU considers the automobile tariff a "red line," highlighting a fundamental conflict with the US, which aims to revitalize its automotive industry while the EU seeks to open its market due to high energy costs and competition from China [2] - The EU insists that any initial agreement should lead to immediate tariff reductions rather than waiting for a final agreement to be signed, with several member states stating that an agreement lacking this clause would be unacceptable [2] Group 3 - The EU Commission has informed its 27 member states that the negotiation outcomes could range from successfully signing a framework agreement to the US expanding its tariff range [3] - If immediate tariff reductions are not achieved, Brussels may face a dilemma of either accepting significantly imbalanced terms or initiating countermeasures [3] - Another possibility is extending the negotiation deadline, with the US Treasury Secretary indicating that any decision to delay rests with President Trump, but all agreements must be completed by September 1 [3]
刚刚!关税,重磅传来!美国、欧盟,大消息
券商中国· 2025-07-01 11:51
Group 1 - The EU is willing to accept a 10% general tariff from the US but seeks exemptions in key sectors such as pharmaceuticals, alcohol, semiconductors, and commercial aircraft [1][2] - The EU is also looking for the US to provide quotas and exemptions to significantly reduce the 25% tariff on cars and parts, as well as the 50% tariff on steel and aluminum products [2] - The EU has received a draft agreement proposal from the US and is actively engaging in discussions to reach a trade agreement before the July 9 deadline [3][5] Group 2 - The EU has outlined four potential scenarios before the July 9 deadline: reaching an acceptable asymmetric agreement, receiving an unbalanced proposal from the US, extending the deadline for negotiations, or Trump exiting negotiations and increasing tariffs [6] - If the fourth scenario occurs, the EU is likely to implement comprehensive retaliatory measures, including tariffs on US goods valued at €21 billion and an additional list worth €95 billion [6][7] - Currently, US tariffs cover products worth €3.8 trillion from the EU, accounting for approximately 70% of the EU's total exports to the US [7] Group 3 - The EU has clarified that its digital legislation, including the Digital Markets Act and Digital Services Act, is not part of the trade negotiation agenda with the US [8] - Despite concerns that the EU might relax regulations on US tech giants, the EU Commission has reaffirmed its commitment to maintaining its sovereignty in legislative matters [8][9] - The EU is still striving to finalize a trade agreement with the US by July 9, despite external pressures [8]