| 对比维度 | 具体数据 | 简要分析 | | --- | --- | --- | | 全球发电格局 | 中、美两国合计发电量占全球约49%。 | 两国占据了全球近一半的电力产能,这 | | | | 是其他国家难以企及的工业基础。 | | 东盟电力总规模 | 2022年发电总量约1.1万亿度,计划 | 整个东盟的规划发电总量,尚不及中国 铝产业(5200亿度) 与中国合成纤维产 | | | 2025年达1.4万亿度。 | 业(约500亿度)的耗电量之和。 | | 关键产业耗电案例 | 1. 合成纤维:中国年产能需电约500亿 | 单个高耗能产业的用电需求,就可能需 | | | 度。 | 要占用一个中型国家(如越南年发电 | | | 2. 铝冶炼:中国年耗电约5200亿度。 | 2764亿度)相当大比例的电力资源。 | | 与中国制造业总耗电 | 中国第二产业用电量6.39万亿度,其中 | 这意味着,仅中国制造业的用电量,就 相当于需要超过3个按计划发展的"全东 | | 对比 | 纯制造业用电4.79万亿度。 | | | | | 盟"发电量来支撑。 | 东南亚国家中，只有印尼和越南进入全球发电量前20名。印尼 ...

12月27日，在"十四五"即将圆满收官、"十五五"正待启幕之际，市委经济工作会议召开。会议总结 了今年经济工作，分析了当前经济形势，部署了明年经济工作。 与会人员深入学习会议精神，纷纷表示将立足职能职责，鼓足干劲争前列，加快建设国家中心城 市，全力打造"五个中心"、全面建设现代化大武汉，努力在支点建设中当好龙头、走在前列，奋力谱写 中国式现代化武汉篇章，确保"十五五"开好局起好步。 以武汉都市圈为中心推进长江中游城市群联动发展，是赋予武汉的重大使命责任。会议提出，全力 推进区域协同联动，打造高质量发展增长极。 市发展和改革委员会党组书记、主任王洋表示，将以做好"三篇文章"为重要方向，持续强核、壮 圈、联群。加快推进"五谷协同"，探索产业园区共建利益共享，先行推动光谷、车谷、药谷联动发展； 持续深化"五同"，实施武汉都市圈"硬联通"、"32232"科技合作、园区共建等重点工程，力争2026年武 汉都市圈地区生产总值迈上4万亿台阶，促进汉襄宜"金三角"协同发展，共同做大光电子信息、"汉孝随 襄十"万亿级汽车产业走廊等优势产业集群；完善长江中游城市群省会城市合作机制，深化武汉、长株 潭、南昌都市圈协同发展，共同打造 ...

纵览一个个热火朝天的奋斗场景，不禁引人思考：人的活力、发展的活力究竟从哪来？ 发展，是拼出来、干出来的。干，就要实干。实干之"实"，重在落点实。在关键处落子，抓好重点产 业、重点行业、重点企业，有的放矢，才能干出发展质效。这是一个协同联动的过程。政府资源、企业 需求、行业优势要彼此结合、统筹调度。为企业解难题，红桥区的助企联络员主动上门服务，政策之供 与企业之需精准对接，企业的问题解决了，政策也因及时落地有了更强生命力；为助力行业发展，前不 久，京津冀节水产业联盟成立。联盟将通过整合三地政策、技术、市场资源，推动节水产业向规模化、 智能化、高端化转型。抓准重点、抓好具体，让产业、行业、企业连起来、动起来，就能培育更多新的 经济增长点，做出优质增量。 （来源：天津日报） 转自：天津日报 生活中遇到困难，人们常用四个字劝解——事在人为。生活中如此，我们干事业、谋发展，同样离不 开"人"这个关键。人是生产力中最活跃的因素，不同岗位、不同战线的拼搏奋斗，各行各业、方方面面 的创新创造，让城市始终活力四射。 越到年终岁尾，距离"十五五"新征程越近，人们奋斗的劲头越足。放眼京津冀，"2小时汽车产业圈"在 三地劳动者的协同 ...

凛冬已至，日本经济的寒意愈发浓烈。曾经人声鼎沸的大阪关西机场，如今却透着一股令人不安的冷清。免税店门可罗雀，酒店入住率暴跌，这萧条景象远 比冰冷的数据更具冲击力，如同一面镜子，映照着日本经济的窘境。而这一切的根源，都指向了那场始于高市早苗的政治豪赌。 时间回溯到2025年11月7日，在高市早苗在国会辩论中公然发表涉台言论，声称"台海冲突可能触发日本存亡危机事态"，甚至暗示自卫队可能介入。这番言 论如同在干柴上点燃了一把火，瞬间激怒了中方。更令人担忧的是，这并非深思熟虑的战略，而是一场为了迎合右翼势力的即兴表演。 然而，高市早苗或许并未料到，她强硬表态的背后，却隐藏着一场经济风暴。12月，中日航线骤然遇冷，近2200个航班瞬间蒸发，连接中日26座城市与18座 机场的46条航线陷入一片沉寂。昔日繁忙的空中走廊，如今只剩下一串串触目惊心的红色取消代码。 航班骤减，犹如一把利刃，直插日本经济的要害。每减少一班航班，都意味着无数商业机会的流失，无数家庭收入的缩水。这种具体的、可感知的痛楚，正 在日本社会蔓延，并转化为对政府无能的愤怒。数据不会撒谎，航班的消失，不仅是数量的减少，更是信心的崩塌。 然而，更令人玩味的是，就 ...

生物、汽车和造船业同样被看好。生物产业通过CDMO产能扩张和技术授权提升成长性；汽车产业 因新电动车工厂投产，产量和出口预计小幅增长；造船业在LNG船和集装箱船订单支撑下，出口预计 增长8.6%；钢铁和机械产业在保护主义抬头背景下也将下滑，建筑业则因高利率和融资收紧继续承 压。业内认为，在中国制造竞争力持续提升的环境下，韩国需以AI为核心推进企业创新，并配合更具 突破性的监管改革和激励政策。 韩国《京乡新闻》12月14日报道，随着全球人工智能（AI）投资持续扩大，韩国明年半导体和显 示设备预计将直接受益。作为AI发展的"直接受益者"，半导体产业在微软、亚马逊等企业加速建设AI基 础设施的带动下，出口额预计同比增长9.1%，达到约265万亿韩元；显示设备则因高能效OLED面板需 求增加，出口预计增长3.9%。电池产业受AI数据中心用电需求上升及电动车投放扩大影响，出口有望 增长2.9%。 （原标题：全球人工智能投资增长带动韩半导体与显示设备出口） ...

Core Insights - The global aviation industry is currently facing a crisis characterized by "demand rebound" and "supply chain bottlenecks," highlighting the necessity of building resilient supply chains, which is now deemed more critical than efficiency competition and cost optimization [1] Group 1: Supply Chain Vulnerabilities - The supply chain crisis, triggered by issues in aircraft engines, has exposed the inherent fragility of the globalized precision division of labor, stemming from extreme concentration and single-point dependency [1] - The aviation supply chain is characterized by an excessively long chain and rigid coupling failures, where delays in one segment can amplify costs and delays across the entire chain [1] - The costs of supply chain disruptions are ultimately passed down, increasing operational expenses and squeezing airline profits, which affects the long-term sustainability of the industry [1] Group 2: Pathways to Resilience - The aviation industry can learn from the automotive sector's balance between efficiency and redundancy, where companies have diversified their supply sources and strengthened strategic inventory mechanisms [2] - The semiconductor industry's approach to capacity backup and dynamic safety stock adjustments can serve as a model for the aviation sector, particularly in establishing a real-time shared and traceable network for aviation materials [2] - A transformation in the aviation industry is necessary, requiring collaboration among multiple stakeholders and a shift from a linear to a networked structure to enhance resilience against future disruptions [2] Group 3: Opportunities for China - China possesses the most complete and responsive industrial system globally, presenting opportunities to integrate into the global supply chain network during the reconstruction of aviation supply chains [3] - The challenge lies in balancing deep integration into the global system while enhancing the international influence of rules and standards, transitioning from a "participant" to a "contributor" in the aviation industry [3]

Core Insights - The narrative of "decoupling from China" promoted by Western media has not yielded significant results, as evidenced by the 2024 export data showing a different reality [1] - The rise of China's central and western regions is notable, with foreign investment in manufacturing in these areas increasing by 23% year-on-year in Q1 [1] Investment Trends - Cities like Chongqing, Chengdu, and Zhengzhou are experiencing a surge in orders for electronic manufacturing, with some orders extending into the next year [1] - The cost-effectiveness and stable power supply in China's western regions are attracting companies to establish factories there, offering better value than relocating abroad [1] Comparative Analysis - In contrast, Vietnam's manufacturing PMI fell below the growth line in Q4 of last year, and India's manufacturing faced significant losses due to power outages, amounting to $18 billion [3][5] - Apple's supplier, Luxshare Precision, has struggled with product quality in Vietnam, leading to a return of high-end production lines to Anhui [3] Cost Considerations - While labor costs in India are lower, the overall cost advantage diminishes when considering logistics and supply chain inefficiencies, such as shipping delays and port congestion [5] - China's western regions offer lower industrial electricity prices and better infrastructure, making them more attractive for manufacturing compared to India and Vietnam [6] Supply Chain Dynamics - China's complete industrial system allows for efficient production within short distances, contrasting with India and Vietnam's reliance on imported components [6] - The opening of the Chengdu-Chongqing high-speed rail has reduced logistics costs by 20%, further enhancing the competitiveness of western regions [6] Future Outlook - By 2025, foreign investment projects in regions like Chongqing, Sichuan, and Anhui are expected to increase, as companies prefer to expand production domestically rather than relocate [8] - The return of foreign enterprises is driven by the reliability of China's supply chain and the ability to meet domestic market demands [8] Competitive Landscape - The future competition will focus on creating smarter and more resilient supply chains, with China's dual strategy of high-end R&D in coastal areas and large-scale production in the interior [12] - Companies are adopting a "China 1" strategy, retaining core production in China while selectively outsourcing non-core activities [13]

雪上加霜的是，日本首相高市早苗在国会发表的错误恶劣言论引发中日关系紧张，中方发布的旅游警示 与留学预警使得日本旅游业遭遇寒流。日本野村综合研究所有研究员估算，此举可能导致日本损失115 亿美元至140亿美元旅游收入，拖累GDP增速0.29个至0.36个百分点。日本股市的百货、运输板块股票大 幅下跌，中日民间交流活动延期或取消，进一步压缩了日本经济的回旋空间。 上周，日本经济拉响警报，再度出现负增长。数据下滑的直接原因是美国关税政策对日本汽车等支柱产 业出口造成打击。同时，日本经济长期积累的结构性矛盾与短期政治风险交织，使得高市早苗政府试图 通过大规模财政刺激"破局"的举措显得力不从心。 11月17日，日本内阁府公布的初步统计数据显示，今年三季度，日本实际国内生产总值（GDP）按年率 计算下降1.8%，自2024年一季度以来再次出现负增长，直接诱因是外需急剧收缩。数据显示，外需对 三季度日本经济增长的贡献为－0.2个百分点。 今年以来，美国对日本输美商品加征关税，尤其是将汽车关税从2.5%提升至15%，令日本相关产业遭遇 重创，特别是汽车产业链上下游的订单萎缩和经济衰退形成恶性循环。 内需不振也是日本经济长期低 ...

Core Insights - The article discusses the contrasting GDP figures of China and the United States, highlighting that while nominal GDP shows a significant gap, purchasing power parity (PPP) indicates that China's economy is actually larger by 31% [2][24]. Group 1: GDP Comparison - In 2024, China's nominal GDP is reported at $18.74 trillion, while the U.S. stands at $29.18 trillion, suggesting a widening gap [2]. - However, when adjusted for PPP, China's GDP reaches 38.19 trillion international dollars, surpassing the U.S. by 31% [24]. - The article notes that in 2016, China's PPP GDP had already exceeded that of the U.S. by 4.5% [18]. Group 2: Distortion of Exchange Rate GDP - The article emphasizes that using exchange rates to measure GDP can lead to significant distortions, as it does not account for price level differences between countries [5][9]. - Historical data shows that in 1987, China's GDP was only 1/18th of the U.S. GDP when calculated using exchange rates, but this was misleading due to the undervaluation of the Chinese economy [7]. - The 2024 statistics reveal that despite a nominal GDP growth of only 3% for China since 2021, the PPP measure shows a substantial lead, indicating the real economic strength [24]. Group 3: Economic Growth Trajectory - The article outlines China's economic growth trajectory, noting that significant reforms in the 1990s and joining the WTO in 2001 were pivotal for its rapid industrialization and economic expansion [16][18]. - By 2010, China's PPP GDP had already surpassed Japan's, and by 2016, it officially became the world's largest economy in PPP terms [18][22]. - The article predicts that with ongoing industrial and technological advancements, China's PPP GDP could reach two to three times that of the U.S. in the next one to two decades [28]. Group 4: Industrial Strength - China's industrial output is highlighted as a key factor supporting its economic claims, with steel production at 1 billion tons, electricity consumption at 9.85 trillion kWh, and automobile production nearing 31.56 million units, all significantly exceeding U.S. figures [24][26]. - The article argues that China's large population and complete industrial system provide a competitive edge that is difficult for the U.S. to match [26].

Core Insights - The report indicates a cautiously optimistic outlook for Chinese enterprises operating in Germany, with potential for increased investment and collaboration opportunities [1][2] Group 1: Revenue Outlook - 43% of surveyed companies expect moderate to strong revenue growth in the coming year, while 46% anticipate their revenue will remain stable year-on-year [1] - 41% of companies plan to expand their workforce, and 42% expect to maintain their current employee levels [1] Group 2: Strategic Importance - Over half of the surveyed companies consider Germany as their European headquarters, highlighting its significant role in the global strategy of Chinese enterprises [1] Group 3: Areas of Cooperation - The report identifies digitalization, battery technology, and the automotive industry as the three sectors with the most collaboration potential in Germany [1] Group 4: Investment Environment Concerns - Only 13% of companies view the investment environment in Germany as "favorable" or "very favorable" for the next five years, while 58% rate it as "neutral," indicating a balance of opportunities and risks [1] - Recommendations for improving the investment climate include simplifying administrative procedures, optimizing foreign investment review processes, and enhancing market transparency [1]