在默茨总理抵达前夕，中国德国商会华北及东北地区执行董事兼董事会成员欧阳利文（Oliver Oehms） 接受了21世纪经济报道记者的专访。欧阳利文表示，此次随行的商业代表团很好地反映了德国在华商业 的整体布局，涵盖了汽车、机械制造、机械工程等德国主要产业。代表团不仅包括大型知名企业，更引 人注目的是包含了相当数量的德国中型企业，即"隐形冠军"。此外，德国工商大会（DIHK）主席也随 团出访，凸显了德国商界对此次访问的重视。他指出，与过去几任总理出访时相比，此次约30家企业的 代表团规模更大，企业高层的级别也更高。 对于访问的具体成果，欧阳利文认为不应仅仅聚焦于签署多少协议或合同，而应合理设定预期。他指 出，多数德国企业已在中国进行了大量投资，当前的关键在于进一步深化双边商业关系，并将其提升到 更高层级。他寄望此次访问能成为中德关系的"重置按钮"，从而开启一段新的、令人兴奋的合作旅程。 据央视新闻消息，德国总理默茨于25日至26日对中国进行正式访问。25日上午，默茨乘机抵达北京首都 国际机场，开启他就任以来的首次访华行程。他也是农历马年中方接待访华的首位外国领导人。此次访 问不仅时间点备受关注，其带来的高规格德 ...

对于访问的具体成果，欧阳利文认为不应仅仅聚焦于签署多少协议或合同，而应合理设定预期。他指 出，多数德国企业已在中国进行了大量投资，当前的关键在于进一步深化双边商业关系，并将其提升到 更高层级。他寄望此次访问能成为中德关系的"重置按钮"，从而开启一段新的、令人兴奋的合作旅程。 （作者：郑青亭,实习生陈俊康 编辑：李莹亮,剪辑郑青亭） 在默茨总理抵达前夕，中国德国商会华北及东北地区执行董事兼董事会成员欧阳利文（Oliver Oehms） 接受了21世纪经济报道记者的专访。欧阳利文表示，此次随行的商业代表团很好地反映了德国在华商业 的整体布局，涵盖了汽车、机械制造、机械工程等德国主要产业。代表团不仅包括大型知名企业，更引 人注目的是包含了相当数量的德国中型企业，即"隐形冠军"。此外，德国工商大会（DIHK）主席也随 团出访，凸显了德国商界对此次访问的重视。他指出，与过去几任总理出访时相比，此次约30家企业的 代表团规模更大，企业高层的级别也更高。 与过去几任德国总理出访时相比，此次约30家企业的代表团规模更大，企业高层的级别也更高。 据央视新闻消息，德国总理默茨于25日至26日对中国进行正式访问。25日上午，默茨乘 ...

谈及中国对德国经济的重要性，欧阳利文表示，过去，德中合作更多体现为德国将产品与技术出口到中 国。如今，尽管中国依然是重要市场，但随着本土竞争者崛起，这一模式正悄然转变。德国企业正愈加 需要开发真正"为中国制造"的产品与服务，并充分利用中国在创新能力与创业活力方面的优势。"双边 合作的性质正在发生演变，未来五年我们还将见证更多变化。" 南方财经 21世纪经济报道记者郑青亭 北京报道 据央视新闻消息，德国总理默茨于2月25日至26日对中国进行正式访问。25日上午，默茨乘机抵达北京 首都国际机场，开启他就任以来的首次访华行程。他也是农历马年中方接待的首位外国领导人。在柏林 机场发表讲话时，默茨再次向中国人民致以新春祝福，并感谢中方在春节这一特别的日子接待他访问。 默茨此行阵容强大，充分传递出德方对深化对华经贸关系的强烈意愿。德国政府发言人希勒此前透露， 默茨此行将到访北京和杭州，行程包括参访宇树科技，以及奔驰、西门子在华企业。随行的约30位工商 界高管来自拜耳医药、大众汽车、西门子、阿迪达斯、奔驰、DHL、宝马、空客等德国知名企业。 据央视新闻，在机场讲话中，默茨明确表示，所谓对华"脱钩"是错误的，只会伤及自身。他 ...

Group 1 - The core finding of the survey indicates that German SMEs are avoiding the US market due to the impact of US tariffs and uncertainty regarding US government policies [1] - 12% of respondents reported direct impacts from US tariffs, while 44% experienced indirect effects, with the metal, automotive, and mechanical engineering sectors being the most affected [1] - Nearly 25% of respondents in the affected sectors indicated direct impacts from US tariffs, and 61% reported indirect impacts through suppliers [1] Group 2 - Approximately one-quarter of SMEs expressed concerns about planning uncertainties due to fluctuating US policies, with 33% of companies earning €50 million or more particularly affected [1] - The willingness of German SMEs to exit the US market and refocus on domestic markets has increased, with only 9% planning to expand in the US, a decrease of 3% from the spring 2024 survey [1] - 18% of companies expect the role of the US market to diminish, an increase of 9% compared to the spring 2024 survey, while over half of the German companies plan to shift their business focus back to the domestic market [1]

Core Viewpoint - German SMEs are increasingly avoiding the U.S. market due to the impact of U.S. tariffs and uncertainty surrounding U.S. government policies [1] Group 1: Impact of U.S. Tariffs - 12% of surveyed German SMEs reported direct impacts from U.S. tariffs, while 44% experienced indirect effects [1] - The metal, automotive, and mechanical engineering sectors are the most affected, with nearly 25% of respondents indicating direct impacts and 61% citing indirect impacts through suppliers [1] Group 2: Uncertainty of U.S. Government Policies - Nearly one-quarter of SMEs expressed concerns about planning uncertainties due to fluctuating U.S. policies [1] - This issue is particularly pronounced among companies with annual revenues of €50 million or more, where 33% reported being affected [1] Group 3: Shift in Business Focus - There is a growing willingness among German SMEs to leave the U.S. market and refocus on domestic markets [1] - Only 9% of companies plan to expand their business in the U.S., a decrease of 3% from the spring 2024 survey; 18% expect the U.S. market's role to diminish, an increase of 9% from the previous survey [1] - Over half of German companies intend to shift their business focus back to the domestic market [1]

人才是企业高质量发展的核心驱动力。鲁泰控股集团始终将人才工作置于战略高度，深入贯彻落实新时 代人才强国战略和山东省、济宁市人才工作部署，坚持"引才、育才、用才、留才"四位一体，构建了全 方位、多层次、立体化的人才发展生态。鲁泰控股集团先后出台《关于推进人才支持计划加快"智汇鲁 泰"建设的实施意见》《博士后工作管理办法》等一系列政策举措，设立专项人才发展基金，建立省级 博士后创新实践基地、省级企业技术中心等创新平台，为人才成长搭建起广阔舞台。在人才培育过程 中，鲁泰控股集团坚持精准施策、用心服务，从学术交流、项目立项到经费支持、生活保障，为科研人 才提供"一站式"全方位保障。针对博士后等高层次人才，鲁泰控股集团量身定制培养方案，配备资深导 师团队，支持其参与重大科研项目和技术攻关，鼓励人才在关键核心技术领域大胆探索、勇于突破。同 时，鲁泰控股集团建立健全激励机制，对取得突出科研成果的人才给予重奖，让人才价值得到充分尊重 和体现，真正实现人才引得进、留得住、用得好。 潮涌千帆竞，风好正扬帆。下一步，鲁泰控股集团将以此次荣誉为契机，持续深化人才发展体制机制改 革，不断完善人才培养、使用、评价、激励机制，加大对高层次 ...

贸易结构提质效 内外联动拓宽空间 长沙与220多个国家和地区保持贸易往来，超半数伙伴进出口实现增长。其中，对东盟、拉美、非洲、 中东进出口分别增长10.1%、16.1%、28.9%、20.3%，其中非洲贸易规模创历史新高，稳居中西部第 一。对非"新三样"出口激增，锂电池、电动汽车、光伏产品出口分别增长160.4%、840.4%、62.1%。自 非洲进口农食产品种类更加丰富，进口芝麻、咖啡、海参、干辣椒、可可等特色农产品进口值分别增长 143.7%、33%、454.6%、10.1倍、24.7倍。 长沙对共建"一带一路"国家进出口1754.4亿元，增长10.6%，高于全市增速7.1个百分点，出口工程机械 251.9亿元，增长14.6%。 贸易业态与产品结构同步升级。对非易货贸易首破亿元达1.8亿元，占全国同类贸易值的98.3%。自主品 牌、高技术产品出口分别增长14.8%、38.5%。其中，专用装备、航空航天装备、生物医药、工业机器 人出口分别增长28.2%、955.8%、39.4%、72.6%。 2025年，长沙外贸规模在全国省会城市中居第10位、中部第4位，持续稳居湖南外贸"领头雁"地位。长 沙全年为全省贡献 ...

分组1 - Voya MidCap Opportunities Fund's Q4 2025 investor letter highlights solid market gains but relative underperformance due to unfavorable stock selection [1] - The fund underperformed the Russell Mid Cap Growth Index, despite U.S. equity markets advancing on moderating inflation and robust earnings [1] - The fund managers maintain a cautiously constructive outlook, emphasizing the importance of active and flexible positioning amid geopolitical risks and policy uncertainty [1] 分组2 - Comfort Systems USA, Inc. (NYSE:FIX) provides mechanical contracting services and benefits from strong demand in data centers, healthcare, and infrastructure projects [2] - The stock represented 2.97% of the portfolio investments, with a one-month return of 17.25% and a market capitalization of approximately $39.872 billion [2] - Comfort Systems USA, Inc. was a key contributor to the fund's performance, driven by stronger-than-expected 3Q25 revenue [3]

Economic Growth - After two consecutive years of recession, the German economy is projected to grow by 0.2% in 2025 according to preliminary calculations by the Federal Statistical Office of Germany [1] Consumption and Investment - Household consumption is expected to increase by 1.4%, while government consumption is projected to rise by 1.5% in 2025 [2] - Total asset investment in Germany is forecasted to decline by 0.5%, with construction investment decreasing by 0.9% for the fifth consecutive year [1][2] Export and Import Trends - German exports are anticipated to decrease by 0.3% in 2025, marking the third consecutive year of decline, while imports are expected to grow significantly by 3.6% after two years of decline [2] Sector Performance - The manufacturing sector is expected to see a continuous output decrease for the third year, with a year-on-year decline of 1.3%, particularly in the automotive and mechanical engineering industries [1] - The construction industry is projected to decline by 3.6% due to high construction costs, while the service sector shows mixed results with certain industries like sports and entertainment declining, but trade, transportation, accommodation, and food services growing by 1.2% [1]

Core Viewpoint - After two consecutive years of recession, the German economy is projected to grow by 0.2% in 2025, according to preliminary calculations by the Federal Statistical Office of Germany [1] Economic Growth Factors - The growth is primarily attributed to increased household and government consumption expenditures [1] Export and Investment Challenges - The export sector is facing significant challenges due to rising U.S. tariffs, the appreciation of the euro, and strong external competition, leading to a decline in exports [1] - Investment remains weak, continuing to be a concern for the economy [1] Sector Performance - The manufacturing sector has seen a continuous decline in output for the third consecutive year, with a year-on-year decrease of 1.3%, particularly in large industries such as automotive and mechanical engineering [1] - The construction industry has experienced a decline of 3.6%, influenced by persistently high construction costs [1] - The service sector shows mixed results, with declines in sports and entertainment industries, while trade, transportation, accommodation, and catering services grew by 1.2%, and public services, education, and health sectors increased by 1.4% [1]