今天分享的是：2025年三边经济报告 报告共计：100页 2025中日韩三边经济报告：东亚经济圈如何应对全球变局？ 2025年3月，在韩国首尔召开的第十三届中日韩三边经贸部长会议上，《2025年三边经济报告》（TER）正式发布。这份由三边 合作秘书处（TCS）联合东盟与中日韩宏观经济研究办公室（AMRO）编制的报告，不仅是三国经贸合作的"风向标"，更勾勒出 东亚经济圈在全球不确定性中的韧性与机遇。作为TCS的旗舰出版物，今年的报告已是第十版，首次被纳入部长级会议官方合 作项目，凸显出中日韩三国在区域经济整合中的核心地位。 从经济规模来看，中日韩三国的"经济朋友圈"分量十足。2024年，三国GDP合计达24.21万亿美元，较2023年增长2.7%，占全球 经济总量的24%以上；人口总量15.84亿，接近全球总人口的20%，是全球最具潜力的消费市场之一。贸易领域，三国2024年货 物贸易额约8.93万亿美元，占全球贸易总量的18.8%，其中与东盟、欧盟、美国的贸易往来尤为密切，成为全球供应链稳定 的"压舱石"。值得关注的是，在《区域全面经济伙伴关系协定》（RCEP）框架下，中日韩贡献了该协定80%以上的GDP，2 ...

Core Insights - The research group has released the 2025 China Small and Medium City High-Quality Development Index, highlighting Zhaoqing's Guangning County as a top performer in green development and investment potential [1] - Guangning County has a total area of 2,455 square kilometers with a forest coverage rate of 82.17%, earning multiple accolades for its ecological initiatives [1] Economic Development - Guangning County has focused on modern agriculture, food processing, health tourism, green energy, and circular economy as its main industrial development directions, achieving an average GDP growth rate of over 5% in the past three years, with a projected GDP exceeding 20 billion yuan in 2024 [3] - The bamboo industry cluster in Guangning is expected to reach a production value of 6 billion yuan by the end of 2025, with a growth rate of over 16% annually in the past three years [3][4] Environmental Quality - In 2024, Guangning's air quality excellent rate exceeded 99.2%, and the comprehensive air quality index was 2.14, ranking second in Zhaoqing City [3] - The water quality in the Sui River section in Guangning has consistently met Class II standards, with a 100% compliance rate for drinking water sources and provincial water functional areas [3] Tourism Development - Guangning has developed eco-tourism with a focus on bamboo culture, creating one national 4A-level tourist attraction and three 3A-level attractions, receiving nearly 14 million visitors and generating over 6 billion yuan in tourism revenue in the past three years [4] Energy Projects - Guangning has introduced 21 key projects with a total investment of 25.56 billion yuan, establishing a modern energy system that includes water, wind, solar, gas, and hydrogen [6] - The key energy project, the Zhaoqing Langjiang Pumped Storage Power Station, has completed over 2.9 billion yuan in investments and is expected to generate 1.35 billion kilowatt-hours annually upon completion [6] Innovation and Financing - Guangning has implemented the EOD model to attract financial support, securing a 3 billion yuan loan for the "Clear Water - Bamboo Sea - Cultural Tourism" project [6] - The county has also explored forestry carbon trading, achieving certification for 33.66 million tons of carbon credits, generating 5.32 million yuan in economic benefits for local communities [6]

Core Viewpoint - The integration of ecological protection and economic development is feasible, emphasizing the importance of the "Two Mountains" concept in achieving sustainable development while improving ecological environments [1][2][4]. Group 1: Ecological and Economic Integration - The "Two Mountains" concept, proposed 20 years ago, highlights the potential for transforming ecological advantages into economic benefits, countering the traditional view that economic growth and environmental protection are mutually exclusive [2][5]. - Experts suggest that ecological protection can coexist with economic development, creating new growth points and enhancing production capacity through green development [4][7]. - The need for a systematic approach to governance that incorporates spatial, elemental, and process dimensions is essential for building a beautiful China [4][8]. Group 2: Challenges and Solutions - The realization of ecological product value faces challenges such as difficulties in measurement, collateralization, trading, and monetization [1][5]. - The Chinese government aims to address these challenges by 2025, focusing on establishing mechanisms for ecological product value realization [5]. - Experts emphasize the importance of innovation in systems and mechanisms, such as establishing ecological compensation systems and improving policies to support green industries [4][7]. Group 3: Future Directions - The future focus should be on accelerating green technology innovation, promoting green manufacturing, and developing low-carbon industries to create a circular economy [8]. - The role of educational institutions in supporting regional development and ecological civilization through research and practical exploration is highlighted [7][8]. - Continuous efforts to deepen ecological civilization initiatives and explore effective paths for realizing ecological product value are essential for enhancing the quality of life in beautiful environments [8].

Group 1: Carbon Management Initiatives - Yunnan Province's Pu'er City has established itself as a national forestry carbon sink pilot county, emphasizing ecological and green development [1] - The city has implemented a comprehensive carbon peak action plan, focusing on nine major actions including energy transition, urban construction, and green technology innovation [2][3] - A carbon account platform has been initiated, facilitating over 5,300 tons of carbon trading through a collaborative mechanism involving companies, counties, and farmers [2] Group 2: Green Economic Development - Pu'er City achieved a 100% green electricity supply rate during the 14th Five-Year Plan period, with significant growth in organic product certifications and green food brands [4] - The city is developing a circular economy, integrating agriculture, forestry, and tourism into a diversified industrial structure, with a focus on clean production and resource efficiency [4] - Traditional industries are undergoing green upgrades, exemplified by a salt company's energy-saving project that reduced energy consumption by 65% and carbon emissions by over 35,000 tons [5] Group 3: Sustainable Agricultural Practices - The city is promoting the green transformation of traditional agriculture, leveraging highland specialty products like tea and coffee to create a sustainable agricultural cycle [6] - Initiatives include the establishment of ecological demonstration gardens and the development of a circular industry chain that enhances agricultural productivity [6] - The city has successfully integrated carbon management into its agricultural practices, contributing to high-quality green development [6]

Core Insights - The "Two Zones" construction in Beijing has achieved significant milestones over the past five years, with various districts showcasing their unique contributions and innovations in developing key industrial parks [3] Group 1: Innovation Policies and Economic Growth - Xicheng District has prioritized innovative policies to optimize the business environment, resulting in an average annual growth of 6.9% in the financial sector's added value, projected to reach 279.7 billion yuan by 2024, accounting for 34.3% of the city's total [4] - The district's financial institutions' asset scale is expected to grow by 6% annually, reaching 156.05 trillion yuan by 2024, representing 70.3% of the city's total [4] - Tax revenue from the financial sector in Xicheng is projected to reach 402.38 billion yuan by 2024, making up 67.7% of the city's total [4] Group 2: Talent Attraction and Industry Development - Fangshan District focuses on green energy as a key industry, with talent recruitment and training being crucial for its development [6] - The district has been approved as a new energy storage demonstration zone, with plans for 11 pilot projects and the establishment of a national technology transfer center for green energy [6][7] - Collaboration with various universities and research institutions aims to enhance the talent pool in the green energy sector [7] Group 3: Technological Innovation and Economic Diversification - Yanqing District is leveraging technological innovation and green development, focusing on low-altitude industries and establishing a unique development zone [8] - The district has introduced significant research initiatives, including the Beijing Hydrogen Aviation Innovation Research Institute, to advance hydrogen energy technologies [8] - A streamlined business environment is being created to facilitate the rapid development of the low-altitude economy [8] Group 4: Urban Transformation and New Consumption Models - Shijingshan District has transformed the Shougang Park from an industrial site into a vibrant urban space, attracting 48 foreign enterprises and achieving an annual output value exceeding 73 billion yuan [9] - The district has hosted numerous international events, enhancing its profile as a cultural and commercial hub [9] - Lize Financial Business District is developing innovative consumption scenarios, integrating high-end hotels and unique dining experiences to create a vibrant commercial atmosphere [10]

Core Insights - The five-year development of key parks under the "Two Zones" initiative in Beijing has led to significant advancements in industrial upgrading, open innovation, and urban transformation, positioning these parks as core engines for high-quality development in the capital [1] Group 1: Financial Sector Developments - Xicheng Financial Street has seen 208 financial projects included in the municipal "Two Zones" initiative, with a total investment exceeding 620 billion yuan, accounting for over 80% of the district's project total [2] - By 2024, the financial sector's added value in Xicheng is projected to reach 279.7 billion yuan, representing approximately 34.3% of the city's total [2] - The asset scale of financial institutions in Xicheng is expected to reach 156 trillion yuan by 2024, making up 70.3% of the city's total [2] Group 2: Innovation and Technology in Financial Services - Fengtai District's Lize area has increased the number of resident enterprises from 572 to over 1,300, with annual tax revenue growth maintaining double digits [4] - Lize has pioneered multiple digital currency application scenarios and established over 50 innovative financial products, including the first carbon reduction index swap transaction in the market [4] - The establishment of the Lize Cross-Border Financial Alliance aims to enhance cross-border service chains [4] Group 3: Industrial Transformation and Urban Development - Shijingshan's Shougang Park has transformed from an industrial rust belt to a vibrant urban showcase, attracting 941 enterprises and achieving an annual output value exceeding 73 billion yuan [6] - The park has become the first national sci-fi industry cluster, with 138 enterprises in the sci-fi metaverse sector, and has hosted nearly 1,000 international events [7] - The park's innovative management system has been recognized nationally for integrating industrial heritage protection with urban functional upgrades [7] Group 4: Green Energy and High-End Manufacturing - Fangshan District has been recognized for its high-end manufacturing base, focusing on green energy, and has been ranked among the top in the "Two Zones" evaluation for three consecutive years [8] - The district is home to the largest hydrogen fuel supply base in North China and is advancing a major green hydrogen transportation project [9] - Fangshan plans to invest 4.1 billion yuan in 11 pilot energy storage projects, enhancing communication resilience in mountainous areas [9] Group 5: Low-Altitude Economy and Technological Innovation - The Zhongguancun Yanqing Park has established itself as a hub for the low-altitude economy, with a 47.7% increase in output value and a 50.2% rise in revenue last year [10] - The park has developed a low-altitude flight management platform and launched the first regular drone delivery route, enhancing tourism and service delivery [10] - Future plans include deepening innovation in low-altitude technology and establishing a high-level open platform to support the capital's high-quality development [10]

Core Viewpoint - The RCEP has become a significant force in stabilizing the multilateral trade system and promoting regional economic integration, with new development opportunities for Yunnan as a key gateway to South Asia and Southeast Asia [1][2]. Group 1: RCEP Impact on Trade and Investment - RCEP has released continuous dividends since its implementation, with the overall external trade volume of the RCEP region projected to reach approximately $13.5 trillion in 2024, exceeding the world trade growth rate by 3.3 percentage points [1]. - The agreement has effectively promoted trade and investment growth within the region by lowering tariffs, simplifying customs procedures, and easing market access, thereby enhancing regional supply chain integration and economic resilience [1]. Group 2: Yunnan's Strategic Position - Yunnan's geographical advantage is highlighted as it is the only Chinese province bordering ASEAN and South Asian countries, serving as a natural geographical intersection [2]. - The operationalization of the China-Laos Railway has further strengthened Yunnan's role in regional connectivity, with significant growth in trade volume expected in 2024 [2]. - The issuance of RCEP certificates of origin by Kunming Customs has saved enterprises nearly 100 million yuan in tariffs, and the "Railway + RCEP Customs Clearance" model has reduced logistics costs by 35% [2]. Group 3: Innovation and Industry Development - RCEP provides a crucial driving force for technological innovation in the Asia-Pacific region, with a 90% zero-tariff policy on goods effectively lowering trade costs for technology products [2]. - The original accumulation rules under RCEP create new opportunities for regional industrial chain integration, particularly in sectors like renewable energy and new materials [3]. - Companies are encouraged to leverage RCEP's framework to deepen regional collaboration and expand into international markets, especially in advantageous industries [3].

Group 1 - Hanzhong City is implementing 60 water ecological protection and restoration projects, ensuring the water quality of the Han River and Jialing River remains above Class II standards, with 100% of the city's water bodies classified as good quality [1] - The city has a forest coverage rate of 63.79% and maintains over 330 days of good air quality annually, reflecting its commitment to ecological preservation and clean energy transition [1] - Hanzhong is focusing on building a modern industrial system, targeting the development of five trillion-level industrial clusters and three hundred-billion-level clusters, emphasizing intelligent, green, and integrated industrial growth [1] Group 2 - The city is actively developing the traditional Chinese medicine industry, enhancing the standardization of Chinese medicinal materials and expanding biopharmaceuticals and food-medicine integration, thereby creating a comprehensive industry chain [2] - Hanzhong's green energy sector saw a 6.3% increase in output value in the first quarter, driven by projects like pumped storage power stations and shale gas exploration [2] - The city is advancing digital economy initiatives with 90 projects, including e-sports and cloud computing, resulting in an 8.3% growth in the core digital economy sector's output value in the first quarter [2] - Hanzhong is planning to implement 42 projects related to low-altitude economy, including drone manufacturing, to develop a comprehensive low-altitude economic industry chain [2]