韩国经济副总理兼企划财政部长官具润哲指出，韩国当前面临"来自中国的竞争压力"。为此，他将亲自 督导AI、碳化硅电力半导体、石墨烯、LNG船液货舱技术等核心项目的推进情况，并从明年起每月走 访企业现场听取意见。 对比来看，中国在价格竞争力、生产能力、政府支援方面占据优势；美国则在品牌、专业人才、核心技 术方面占据优势。与中国相比，目前韩国仅在品牌竞争力方面领先，而品牌竞争力或在5年后被赶超。 与美国相比，预计韩美两国差距将在除生产力以外的所有领域进一步拉大。 具体到产业来看，中国在钢铁（112.7）、普通机械（108.5）、二次电池（108.4）、显示器（106.4）、 汽车及零部件（102.4）五大主力行业的竞争力已全面领先；在半导体（99.3）、电气电子（99.0）、造 船（96.7）、石化（96.5）和生物健康（89.2）等领域，中国的发展速度也在加快。 在此背景下，报道称，《2026年经济增长战略》将着力提升半导体、军工、文化（游戏、美妆、食 品）、石化等国家战略产业的竞争力，并基于韩美关税谈判最新成果，推动韩国在造船等领域巩固其全 球价值链枢纽地位。同时，韩国政府还将全面推进"AI大转型"和"超创新型 ...

韩国经济人协会17日发布报告称，韩国十大出口产业中有一半在企业竞争力方面被中国赶超，预计5年 后十大产业竞争力或全面落后于中国。 近期，面向从事十大出口产业的销售额千强企业（应答企业数200家），韩国经济人协会进行了"关于中 韩美日四国竞争力现状和展望"调查。结果显示，被问及当前最大的竞争对手时，62.5%回答是"中国"， 其后是美国（22.5%）和日本（9.5%）。将时点设为2030年时，回答"中国"的占比提升6个百分点至 68.5%，回答"美国"（22%）和"日本"（5%）的占比有所下降。这意味着多数韩企认为中韩出口竞争将 愈演愈烈。 该协会将韩企竞争力标准设为100，受访企业认为中美日的竞争力水平分别为102.2、107.2和93.5。到 2030年时，竞争力水平为中国112.3、美国112.9、日本95。也就是说，韩企认为本土企业竞争力全面落 后于中美两国。 按照分业考察竞争力，中国企业在钢铁（112.7）、通用机械（108.5）、二次电池（108.4）、显示器 （106.4）、汽车和零部件（102.4）五个领域领先于韩企，而在半导体（99.3）、电子和电机（99）、 船舶（96.7）、石油化学和石油 ...

此外，受访的韩国企业也普遍认为美国和中国企业具有更强的竞争力水平。假设韩企竞争力标准为 100，受访企业认为美中日的竞争力水平分别为107.2、102.2和93.5。到2030年时，竞争力水平高到低同 样依次为美国（112.9）、中国（112.3）和日本（95）。也就是说，韩企认为本土企业竞争力已落后于 中美两国，而中国企业竞争力未来五年将达到接近美国的水平。 分行业看，受访韩国企业认为中国企业在钢铁（112.7）、通用机械（108.5）、蓄电池（108.4）、显示 器（106.4）、汽车和零部件（102.4）五个领域领先于韩企，而在半导体（99.3）、电子和电机 （99）、船舶（96.7）、石油化学和石油产品（96.5）、生物健康（89.2）领域仍落后于韩企。但据业 界预测，韩国十大出口产业竞争力将在未来五年内全部被赶超。 图为韩国和中国企业的2025年 据韩联社11月17日报道，韩国经济人协会17日发布的一份报告显示，韩国十大出口产业中有一半已在企 业竞争力方面被中国赶超，预计五年后十大产业竞争力或将全线失守。 报道介绍，韩国经济人协会近期对从事十大出口产业的200家企业进行了"关于韩美中日的竞争力现状和 ...

Core Viewpoint - The Guangzhou Baiyun District has launched a three-year action plan (2026-2028) to accelerate the high-quality development of the biomanufacturing industry, aiming to achieve an output value exceeding 50 billion yuan by 2028 and establish a nationally competitive biomanufacturing industry pilot zone [1][2]. Group 1: Industry Development Plan - The action plan outlines the construction of a "11221" industrial ecosystem, which includes the establishment of one biomanufacturing innovation center, one pilot base, two achievement transformation platforms, two phases of over 1,000 acres of biomanufacturing industrial parks, and a biomanufacturing fund cluster with a scale of 10 billion yuan [2][3]. - The biomanufacturing sector is recognized as a core area for cultivating new productive forces and is a strategic competitive point for the nation [1][2]. Group 2: Current Industry Landscape - Baiyun District is a significant hub for the cosmetics industry, with over 1,200 licensed cosmetics manufacturing enterprises, accounting for about 20% of the national total, and an industry scale projected to reach 36.14 billion yuan by 2024 [2]. - The biopharmaceutical industry in the region has surpassed 31.1 billion yuan, featuring leading companies such as Guangzhou Pharmaceutical Group and Hutchison Whampoa, fostering a collaborative development advantage through "leading enterprises + research empowerment + stock upgrading" [2]. Group 3: Industrial Park and Investment - The Guangzhou Baiyun Biomanufacturing Industrial Park, as a core component of the "11221" system, is crucial for spatial layout and cluster development, with the first phase covering approximately 450 acres focused on biomedicine, cell genes, and beauty products, while the second phase will cover about 900 acres across five major industry groups [3]. - A biomanufacturing industry fund cluster with a total scale of 10 billion yuan has been established, with the first phase raising 1 billion yuan, targeting investments across the entire lifecycle of biomanufacturing enterprises from startup to Pre-IPO [3].

Group 1 - The 2025 Biomanufacturing Industry Conference was held in Guangzhou, focusing on the development of the biomanufacturing industry and gathering various stakeholders including government officials, industry experts, and investors [1][2] - The biomanufacturing industry is identified as a strategic emerging industry in China's 14th Five-Year Plan, with a target of reaching a total output value of approximately 500 billion yuan by 2027 and aiming for a trillion yuan scale by 2035 [2][3] - Guangzhou has established a dedicated working group for biomanufacturing development, aiming to create a competitive biomanufacturing industry cluster by 2027, focusing on five key areas: biomedicine, biomaterials, biological food, biomedicine, and biological agriculture [2][3] Group 2 - Huangpu District and Guangzhou Development Zone are positioned as the core areas for biomanufacturing, with a comprehensive policy support system established to facilitate the entire chain from R&D to industrialization [3][4] - The Guangzhou Frontier Biotechnology and Biomanufacturing Innovation Promotion Center was officially inaugurated, aiming to create a collaborative innovation platform involving government, industry, academia, and research institutions [4][5] - The conference featured various sessions on topics such as "Pharmaceutical Health and Beauty," "Agriculture, Food, and Materials Industry," and "Artificial Intelligence and Biomanufacturing Innovation," highlighting the innovative achievements of local enterprises [5][6] Group 3 - Local companies like Chuang'er Biotechnology and Muen Biotechnology showcased their innovative products, with Chuang'er receiving regulatory approval for its collagen product and Muen being recognized for its extensive microbial library [5][6] - Guangzhou aims to position biomanufacturing as a strategic pillar for high-quality urban development, attracting global biotech companies and top talent to foster innovation and create a globally influential biomanufacturing innovation hub [6]

Core Insights - Despite the impact of U.S. tariff policies, South Korea's export value increased by 0.9% year-on-year from January to August, reaching $453.8 billion [1] Export Trends - Among the 15 major export categories, six categories including semiconductors (+16%), automobiles (+1%), and biopharmaceuticals (+6%) saw an increase in exports, while steel (-7%), petroleum products (-15%), and petrochemicals (-12%) experienced declines [1] - The semiconductor sector achieved record highs due to surging demand from artificial intelligence and data centers, along with a rebound in memory prices [1] - The automotive sector faced a decline in exports to the U.S. due to tariffs but managed to achieve overall growth by expanding into markets such as the EU and CIS [1] - The steel industry declined due to sluggish industrial demand and an increase in U.S. tariffs to 50%, while petroleum products and petrochemicals continued to decrease due to falling international oil prices and slowing global demand [1] Future Outlook - The Ministry of Trade, Industry and Energy anticipates a 13.5% year-on-year increase in exports for the first 20 days of September, with strong performance expected from semiconductors, automobiles, and biopharmaceuticals, potentially leading to four consecutive months of export growth [1] - The Trade and Investment Office Director emphasized that the positive export growth amidst uncertainties like U.S. tariffs is attributed to corporate competitiveness and market diversification efforts [1] - The government plans to support export momentum in the fourth quarter based on recently announced measures following U.S. tariff negotiations [1]

Core Viewpoint - The transfer of state-owned equity in the Qingdao Langyatai Group to the Qingdao West Coast Health Industry Development Group represents a significant move in the reform of state-owned enterprises and the promotion of industrial clustering in the West Coast New Area [2][3] Group 1: Equity Transfer Details - On June 11, Qingdao Haikong Group announced the transfer of its 41.79% stake in Langyatai Group to the Health Industry Group without compensation [2][5] - Following the transfer, the Health Industry Group will become the new controlling shareholder of Langyatai Group, while the employee shareholding ratio remains unchanged [5] Group 2: Company Background - Langyatai Group, originally established as Qingdao First Brewery in 1958, has transformed from a single liquor producer to a diversified industrial group, becoming one of the top 100 enterprises in China's liquor industry [4] - As of the end of 2024, Langyatai Group has total assets of 2.559 billion yuan and net assets of 769 million yuan, with an operating income of 541 million yuan and a net profit of 18.5854 million yuan [5] Group 3: Health Industry Group Overview - The Health Industry Group, established in 2018, is a new force within the Qingdao state-owned asset system, with a registered capital of 500 million yuan [7] - By the end of 2024, its asset scale reached 9.387 billion yuan, which is 3.7 times that of Langyatai Group, but it only achieved a net profit of 6 million yuan and has total liabilities of 5.946 billion yuan [8] Group 4: Strategic Implications - The equity transfer is not merely an asset maneuver but a strategic move to enhance resource synergy between the Health Industry Group and Langyatai Group, particularly in the biomedicine sector [10][13] - Langyatai Group's expertise in marine biotechnology and the Health Industry Group's medical resources could create a closed-loop ecosystem for research, production, and application in the health industry [14]