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【环球财经】德国6月工业新订单环比下降1%
Xin Hua She· 2025-08-06 15:37
数据显示,6月德国国内新订单环比增长2.2%,国内新订单环比下降3%,其中来自欧元区的新订单环比 增长5.2%,来自欧元区以外的新订单环比下降7.8%。 新华财经柏林8月6日电(记者车云龙张毅荣)德国联邦统计局6日公布的数据显示,受汽车行业等领域 需求减少影响,经季节和工作日调整后,德国6月工业新订单环比下降1%。第二季度工业新订单环比增 长3.1%。 (文章来源:新华社) 德国联邦统计局在声明中指出,当月新订单下滑主要集中在飞机、船舶、火车等运输设备制造业,环比 降幅达23.1%。汽车行业和金属制品制造业新订单分别环比下降7.6%和12.9%,电气设备制造业新订单 则环比增长23.5%。 数据还显示,经工作日调整后,6月德国工业新订单同比增长0.8%。 德国联邦经济和能源部当天表示,全球贸易政策和地缘政治不确定性持续高企,导致近期工业需求波动 较大。尽管德国企业出口预期在7月略有改善,但考虑到对美国出口的关税预计将长期维持较高水平, 未来德国工业经济或将受到国外需求疲软影响。 ...
义乌外资主体破万户诠释“投资中国就是投资未来”
Zheng Quan Ri Bao· 2025-08-01 16:12
Group 1 - The core viewpoint of the article emphasizes that the increase in foreign investment entities in Yiwu reflects China's favorable business environment and market vitality, supporting the notion that "investing in China is investing in the future" [1][4] - Yiwu has officially surpassed 10,000 foreign investment entities, accounting for one-sixth of the total in Zhejiang province, making it the first county-level city in China to achieve this milestone [1] - The Ministry of Commerce reported that in the first half of this year, 30,014 new foreign-invested enterprises were established nationwide, representing a year-on-year increase of 11.7% [2] Group 2 - The article outlines two main reasons for the growing consensus among foreign investors that "investing in China is investing in the future." The first reason is China's continuous expansion of high-level opening-up and optimization of the business environment [3] - Yiwu has implemented various measures to facilitate foreign investment, including a "zero face-to-face, zero cost" foreign investment registration process by 2025, and initiatives to enhance the experience of foreign entrepreneurs [1][3] - The second reason is China's large-scale market advantage, with the retail sales of consumer goods expected to exceed 50 trillion yuan this year, and a consistent position as the world's second-largest import market [3] Group 3 - The article mentions that the Chinese government has introduced a "2025 Action Plan for Stabilizing Foreign Investment," which includes 20 policy measures aimed at supporting foreign enterprises in China [2] - Recent tax incentives have been introduced to encourage foreign investors to reinvest their profits in China, thereby reducing investment costs and stabilizing expectations [2] - The article highlights that high-tech industries have seen significant foreign investment, with actual foreign capital used in high-tech industries reaching 127.87 billion yuan in the first half of this year, with notable growth in sectors such as e-commerce and pharmaceuticals [3]
从对等关税到“歧视性关税”(申万宏观·赵伟团队)
申万宏源宏观· 2025-07-09 15:37
Group 1 - The article discusses the recent increase in tariffs announced by Trump for 14 countries, effective August 1, which is close to the reciprocal tariffs from early April [1][14] - As of May, the average tariff rate in the U.S. was 7.4%, with specific rates for countries such as China (38.6%), Japan (9.3%), and the UK (6.2%) [2][15] - The U.S. may adopt a strategy of sending tariff increase notifications in batches to exert targeted pressure during negotiations [2][15] Group 2 - Trade negotiations between the U.S. and Japan have reached a stalemate, particularly over issues related to automobile tariffs, while discussions with Mexico are nearing an agreement [3][16] - The EU aims for a limited framework agreement with the U.S., maintaining a 10% baseline tariff but seeking reductions in tariffs on specific products [3][16] - If all tariffs take effect on August 1, the simple average tariff rate for the U.S. on these 14 countries will rise to 29%, only 4 percentage points lower than the initial reciprocal tariff rate of 33% [5][18] Group 3 - Trump's tariff strategy aims to achieve three goals: industrial protection, addressing twin deficits, and leveraging diplomacy, which may create internal contradictions [4][17] - The concept of reciprocal tariffs is viewed as discriminatory, with trade deficit size being a key consideration for determining baseline tariff levels [4][17] - Approximately 100 economies with smaller trade surpluses with the U.S. may face a 10% tariff, while 18 countries could see higher tariffs ranging from 20% to 70% if no agreements are reached [5][17]