专题：资本市场大咖2026新春献词：骏马踏春来 驭势稳行启新程 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作者：申万宏源研究零售社服团队 张蕴达 数贸中心不仅是一个新市场，更是义乌未来"1+3+N"发展战略的落地场景：据义乌发布和中国一带一路 网，"1"指布局1个高能级数贸港，其中包括数贸展示、数据交易、新品发布三个中心，真正实现用数据 和云服务赋能商品贸易；"3"指Chinagoods、义支付、智捷元港3个数贸平台，为全球贸易商提供一站式 贸易服务，并深度融合世界义乌AI商贸大模型，当前已推出小商AI设计、小商AI视创、AI视频翻译等 13项AI应用；"N"指构建N项数字赋能场景，加速数字科技与市场贸易深度融合，数字化赋能小商品贸 易全链路。 局；资料来源：义乌发布公众号，申万宏源研究 图1：《鸡毛飞上天》 暮色四合时，高铁穿过金衢盆地的薄霭，家乡义乌的灯火在远方次第亮起，像无数颗被点亮的星子散落 在浙中大地。工作后虽因各种原因频繁出差归家，却仍跟不上这片土地上的日新月异。义乌江水静静流 淌，耳畔不再是货郎担的摇铃声，而是国际商贸城永不落幕的喧嚣，是保税仓里机械臂的精准律动， ...

来源：环球网 当成龙与莱昂纳尔·里奇在2026年央视春晚舞台上携手唱响《We are the world》，旋律跨越山海，落在 义乌这片充满活力的土地上——中外文化相汇交融，新年气象扑面而来。8分钟的春晚义乌分会场演 绎，不仅成为马年春晚的高光时刻，更以一场融合商贸活力、文化包容与全球联结的视听盛宴，让"世 界义乌"的身影闪耀全球视野。 "中国正逐渐掌握软实力。它通过一首史上最具标志性的团结颂歌，向世界传递友谊的讯息，这首歌瞬 间就能被全世界理解。怀旧的力量无可比拟"。 图源/社媒 全球关注背后，是义乌实打实的发展底气：2025年，义乌进出口总额突破8365亿元，跨境电商进口超1 亿单；每天活跃在义乌的外商超3万人，在册外资经营主体超1.1万户；中欧班列"义乌号"开行量持续攀 升，打通亚欧商贸物流大动脉；全球数字贸易中心正式启用，数字贸易平台交易额再创新高，让"买全 球、卖全球"的效率不断提升。春晚舞台上的每一帧画面，都是义乌日常发展的真实缩影；镜头里的每 一份活力，都是这座城市与世界深度联结的鲜活证明。 数字背后，是一个个鲜活的人在走近义乌。一句"Hello，Yiwu"之后，他们会遇到一个怎样的义乌—— 这 ...

Core Viewpoint - Yiwu, a county-level city in Zhejiang, has showcased its unique charm during the 2026 CCTV Spring Festival Gala, becoming the first county-level city to independently host a sub-venue for the event, which highlights its economic strength and cultural significance [4][2]. Economic Performance - As of 2025, Yiwu achieved a GDP growth rate of 7.9%, with a total economic output of 269.3 billion yuan and a per capita disposable income of 92,852 yuan, surpassing major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [9]. - Yiwu's import and export performance is notable, with a total import and export value of 836.5 billion yuan in 2025, accounting for nearly 80% of the total for Jinhua city, and a year-on-year growth of 25.1% [7][9]. Consumer Market Development - The upcoming entry of Sam's Club in Yiwu is seen as a significant indicator of the city's consumption upgrade and trend-setting capabilities, with expectations for the store to open by 2027 [6]. - Yiwu's per capita disposable income reached 97,000 yuan, leading among the four cities that hosted the Spring Festival sub-venues, indicating strong consumer purchasing power [6]. Trade and Export Dynamics - In 2025, Yiwu's exports reached 730.7 billion yuan, growing by 24.1%, while imports totaled 105.8 billion yuan, with a growth rate of 32.3% [7]. - Yiwu's trade with emerging markets such as Africa, Latin America, and ASEAN saw significant growth, with respective import and export values of 150.7 billion yuan, 127.4 billion yuan, and 93.9 billion yuan, reflecting year-on-year increases of 23.4%, 14.1%, and 46.7% [18]. Cultural and Social Impact - Yiwu has a strong presence on social media, ranking first among county-level cities in the national city communication heat index, with 30 billion exposures in 2025 [11]. - The viral success of the "Crying Horse" toy, which gained immense popularity due to a production error, illustrates Yiwu's ability to leverage social media for market growth [13]. Resilience and Adaptation - Yiwu merchants have demonstrated resilience in the face of external challenges, such as the U.S. tariff increases, by diversifying their customer base and exploring non-U.S. markets, with over 60% of exports now going to countries involved in the Belt and Road Initiative [17][18]. - The local business community has a tradition of mutual support, helping each other navigate challenges and adapt to changing market conditions [17]. Industrial Upgrading - Yiwu is transitioning from a focus on traditional small commodities to high-end manufacturing, with significant investments in the automotive sector, including a 180 billion yuan investment by Lynk & Co for a new production base [19]. - The opening of the Global Digital Trade Center in 2025 marks a shift towards digital infrastructure, enhancing Yiwu's capabilities in smart manufacturing and AI integration [19][21].

Core Insights - Yiwu's logistics operations have not slowed down during the Spring Festival, with the China-Europe Railway Express operating at an increased frequency, reflecting the city's status as a "world supermarket" [1] Group 1: Redefining "Off-Season" - Traditional commercial cycles have failed in Yiwu, with the average daily departures of the China-Europe Railway Express increasing to 3-4 trains during what is typically considered a logistics off-season [2] - Local factories have adapted to global events, such as the upcoming 2024 Paris Olympics, by rapidly increasing production capacity, exemplified by a factory producing 600,000 night-glow turtle toys daily [2] Group 2: Unbounded Opportunities - Yiwu's success is attributed to its ability to capture global demand accurately, as seen when a sudden change in U.S. tariff policy led to a rush order of 300,000 pairs of socks, completed within 15 days [3] - The city's export value grew by 20.5% in the first quarter of 2024, driven by the convergence of multiple global events, including elections and sports competitions [3] Group 3: Resilient Infrastructure - Yiwu merchants exemplify the motto "no off-season, only battle season," showcasing their adaptability during the pandemic by ensuring order fulfillment through innovative methods [4] - The city's flexible supply chain allows for rapid product line changes and precise logistics scheduling, making it a microcosm of global manufacturing dynamics [4] - Yiwu's continuous operations and high activity levels challenge traditional economic analyses of "off-season" pricing, as the city remains a bustling hub of commerce [4]

中新网义乌2月17日电(董易鑫)一扇巨型中式窗户矗立于充满科技感的浙江义乌全球数贸中心，舞台向 前延展，两侧装饰如潮涌浪花般，铺陈出"勇立潮头"的意象…… 当全球目光随着春节联欢晚会的镜头落在义乌，这里呈现出的便不只是节庆舞台的光影流转，更是一幅 关于历史延续、产业跃迁与文明交融的现实图景。 春节，是中国的传统节日，也正成为世界共享的文化时刻。作为浙江首个春晚分会场所在地，义乌正以 开放为窗，生动讲述着中国式现代化进程中，一个县域城市连接世界的故事。 历史回响中的城市精神 黑色夜空下，伴随着声声拨浪鼓，一根金色鸡毛从天而降，飞入义乌的"旧时光"——青石板路、斑驳木 门、传统铺面与粉墙黛瓦，共同铺展出西门老街的历史肌理。 这是义乌城区现存唯一一条明清古街，承载着城市深厚的历史记忆与文化脉络，被誉为义乌老城经济、 社会与文化发展的"活化石"。 在这里，"鸡毛换糖"的往昔被重新演绎为关于诚信与交换的民间商业记忆。 旧时当地人多地少，不少民众挑起扁担当货郎，走街串巷摇着拨浪鼓，吆喝"鸡毛换糖"。换来的鸡毛被 货郎细致分级：上等用于制作工艺品或装饰，中等可入药，下等则化作农田肥料，点滴不弃。随着可交 换物品日渐丰富，扁 ...

与此同时，中外文化元素的有机交融，既展现了义乌作为全球贸易枢纽的开放格局，也映射出中华文化兼容并蓄的深厚气度。 义乌作为"新丝绸之路"的起点，今年将带着浓浓的"国际范儿"亮相。这里不只有货通四海的商贸活力，更有人文交汇的温暖韵味。接下来我们就将带您走进 这座"世界超市"，感受它为中国年增添的别样光彩。 总台记者 夏周：这里就是总台马年春晚义乌分会场的主舞台。它是直接设置在了义乌全球数贸中心，这个被当地人称为"第六代市场"的中庭广场里。从"马 路市场"到"世界超市"，再到"数链全球"，演员们站在舞台上，新一代的市场就在近在咫尺，而舞台的整体设计也融入了义乌和浙江元素。 义乌分会场主舞台，以一扇象征性的中式"窗户"作为背景意象，意喻"中国看世界、世界看中国"，以灵动的河流线条为纽带，巧妙连接起传统商贸精神与现 代数字经济，结合光影与地屏，融入"诗画浙江"的山水人文元素，让整座舞台成为一场时空交融的诗意对话。 总台2026年春晚义乌分会场负责人 刘欣：我们的舞台，我希望它既像潮起潮涌，又像浙江的地貌重峦叠嶂，希望它有"弄潮儿"的气象。而且我们的舞台它 又很"诗"化，希望舞台能呈现刚柔并济的江南。 义乌分会场的节目叙 ...

它彰显商贸兴城的硬核实力。作为全球最大的小商品集散中心，这里的一枚纽扣可联通世界，一个创意 能触达全球。"义新欧"中欧班列疾驰不息，国际商贸城人声鼎沸，数字贸易赋能诚信交易，"进货式旅 游"悄然兴起……这座城市用实干书写着县域经济的奇迹，更用开放包容的姿态，成为中国与世界对话 的重要窗口，恰如春晚这座连接万家、沟通中外的桥梁。 它契合时代发展的精神内核。从追梦者的创业沃土到生态宜居的幸福家园，义乌既有"买全球、卖全 球"的国际视野，又有"有情有义"的民生温度。这个春节假期，"跟着春晚游义乌"火热进行，拨浪鼓、 婺剧等本土元素的融入，点燃了游客对义乌文化的探索热情。它不仅是浙江发展的缩影，更诠释着新时 代中国开放发展、合作共赢的理念，与春晚传递的奋进力量同频共振。 春潮启序，万象更新。2026年央视春晚，义乌成为浙江首个登上春晚分会场舞台的城市。世界义乌中国 年，这份殊荣不是偶然，而是这座古城厚积薄发的必然，是商贸活力与文化底蕴的双向奔赴，更是中国 开放姿态的生动注脚。 它源于千年文脉的深厚积淀。建县至今两千余年，"六义"文化的薪火相传，滋养了"勤耕好学、刚正勇 为、诚信包容"的城市精神内核。从"鸡毛换糖"的坚 ...

中新网2月14日电(记者 宫宏宇 陈庆洋)马年春节将至，当返乡车流开始涌动，许多商户收工归家，走进 义乌国际商贸城，3D玩具打印店店主曾豪的铺位前，打包胶带声依旧急促。 义利天下｜春节"不打烊"，义乌"忙"出全球贸易新节奏 在中国传统的团圆"慢时刻"，这座全球最大的小商品集散中心，却仍以另一种节奏高速运转着——跨境 物流车流不息，直播间灯火通明，商铺里询单、打样、发货片刻不停。春节，于义乌而言，从来不 是"休止符"，而是其作为全球贸易链条中又一个寻常而紧张的"工作日"。 "世界超市"需求旺 节日订单不停摆 每年春节前后，都是曾豪一年中最忙碌的时刻之一。 2025年，义乌市出口总值达7307.0亿元，同比增长24.1%。出口商品覆盖5900类，同比增长6.0%。春节 里义乌商户的忙碌景象，正是这份出口热潮生动的微观注脚。 资料图：义乌(苏溪)国际枢纽港进行智能化装卸作业。毛建军 摄 供应链"不放假" 系统协同锻造义乌韧性 如今，在义乌市场，商家春节假日敢接单、能发货，离不开一套成熟、高效、全年无休的支撑系统。 "我已经连续9年春节坚守在岗位上了，为浙江中欧班列(义新欧)班列做好服务。"国铁上海局杭州铁路 物流中 ...

当夜幕降临，绣湖广场的"六义"文化主题灯光秀准时亮起。以节义、忠义、孝义、仁义、侠义、信义为篇章 的光影故事，在古典建筑幕墙上流转，将"义乌精神"转化为可视体验。灯光秀散场后，人潮又汇入宾王夜市 与稠州北路的美食星河，在热门的贝迪餐厅门外，等待品尝土耳其烤肉、阿拉伯烤饼的队伍蜿蜒数十米，空 气中混杂着孜然、咖啡与异国香料的味道。 "这条由春晚分会场衍生出的体验线路，让游客的足迹从单一的'采购动线'，拓展为一场触摸城市脉搏、感受 开放包容气质的深度旅程。"义乌市文广旅体局相关负责人季心怡表示，从"游市场"到"游城市"的转变，正是 义乌文旅融合战略精心培育的成果，对义乌而言，春晚分会场的落地不只是一场文艺盛宴，更是一次优化城 市品牌、催化文商旅深度融合的战略机遇。 "世界超市"的鲜明标签在奠定义乌商业地位的同时，也在某种程度上固化了外界对其"商贸城市"的认知。"今 年的春晚为义乌提供了一个契机，向世界生动展示其'有情有义'的文化内核与城市温度，从而将单一的'商贸 符号'系统性升级为有故事、有魅力、可体验的立体城市印象。"季心怡说。 浙江义乌佛堂古镇游人如织。王怿杰摄（中经视觉） 近期，中央广播电视总台《2026年 ...

Core Viewpoint - The article highlights the significant growth of Yiwu's export market, with a focus on the increasing demand for Chinese products globally, particularly in countries involved in the Belt and Road Initiative. By 2025, Yiwu's exports are projected to exceed 800 billion yuan, marking a historic high for the region's foreign trade [1]. Group 1: Export Growth and Market Dynamics - Yiwu's exports are expected to surpass 800 billion yuan by 2025, with cross-border e-commerce import orders exceeding 10 million, both achieving record highs [1]. - In 2025, Yiwu's exported goods will encompass 5,900 categories, a 6% increase from the previous year, indicating a diversification of products beyond just low-cost items [5]. - The demand for high-tech products, such as exoskeletons and smart glasses, is rising, reflecting a shift in consumer preferences towards innovative and culturally integrated products [5]. Group 2: Changing Business Methods - Traditional business models of waiting for customers and producing based on orders are being replaced by proactive engagement, utilizing AI tools and digital trading platforms for real-time communication with overseas clients [6]. - The establishment of Yiwu (Suxi) International Hub Port and the Yiwu Global Digital Trade Center has improved logistics and digital trade channels, facilitating smoother operations [6]. Group 3: External Market Challenges - The past year has posed challenges for foreign trade, with increased tariffs and trade barriers from some countries, alongside geopolitical conflicts and a sluggish global economic recovery [8]. - The dual capability of China's foreign trade to "export and import" is crucial in this uncertain environment, supported by competitive product quality and pricing [9]. Group 4: Future Outlook - Despite pressures in traditional export markets, China's foreign trade network is expanding, reducing reliance on single markets and mitigating external risks [11]. - The ongoing efforts to enhance trade relations with ASEAN, Russia, Brazil, and others are part of a strategic approach to strengthen resilience in foreign trade [11]. - The commitment to quality and innovation remains strong among Chinese entrepreneurs, as they continue to engage in global trade, reflecting a dynamic and resilient market environment [11].