来源：格隆汇APP 格隆汇1月27日｜美国总统特朗普在社交媒体上表示："韩国国会没有履行与美国达成的协议。我和韩国总统李在明于2025年 7月30日达成了一项对两国都有利的协议，并在2025年10月29日我访问韩国期间重申了这些条款。为什么韩国国会至今仍未 批准该协议？由于韩国国会尚未通过我们之间的历史性贸易协定，而这是他们的权力所在，我特此宣布将对韩国汽车、木 材、药品以及所有其他商品的对等关税从15%提高到25%。" ...

Core Viewpoint - The article analyzes the export structure of China in 2025, highlighting the significant contributions from emerging markets and the contrasting performance of developed markets, particularly the U.S. and non-U.S. regions [2][16]. Group 1: Regional Structure Characteristics - Emerging markets are showing significant contributions, while the internal dynamics of developed markets, particularly between the U.S. and non-U.S. regions, are largely offsetting each other [5][17]. - In 2025, the share of exports to emerging markets is projected to be 49.1%, an increase of approximately 2.5 percentage points from 2024. Exports to the U.S. are expected to decline to 11.1%, down about 3.5 percentage points, while exports to non-U.S. developed markets will rise to 39.8%, up about 1 percentage point [17][18]. Group 2: Commodity Structure Characteristics By Usage - Intermediate goods are expected to contribute significantly, while consumer goods are projected to have a negative contribution, and capital goods are expected to remain stable. From 2017 to the first 11 months of 2025, the share of intermediate goods in exports is expected to rise from 41.9% to 47.4%, while consumer goods will decline from 36.6% to 28.7% [6][22]. - The contribution rate of intermediate goods to export growth is expected to increase from 55.8% in 2018 to 85% in 2025, while consumer goods' contribution will drop from 24.7% to -34% [6][22]. By Category - Four types of goods are identified based on economic conditions: 1. **Sustained Growth Goods**: High export growth over the past two years, including transportation equipment, pharmaceuticals, and machinery [7][25]. 2. **Reversal Goods**: Poor performance in 2024 but better in 2025, such as non-metallic products and chemicals [7][26]. 3. **Weak Sustained Goods**: Consistently low growth, including umbrellas and toys [7][26]. 4. **Diminishing Momentum Goods**: Good performance in 2024 but poor in 2025, including furniture and textiles [7][26]. Group 3: Key Regional Export Commodity Structure - The analysis focuses on the export commodity structure to developed markets (U.S. and Europe) and emerging markets. In 2024, exports to these regions accounted for about 67% of China's total exports [28]. - In the U.S., there is an overall decline, with intermediate goods showing some resilience [29]. - In the EU, intermediate and capital goods are expected to balance each other, while consumer goods will negatively impact growth [35]. - In ASEAN, intermediate goods are expected to see significant growth, while consumer goods will contribute negatively [39]. - In Africa, there is expected to be overall growth, with capital and intermediate goods each contributing about 40% [43]. - In the Middle East, growth is expected to be balanced across all types of goods [49]. - In Latin America, intermediate goods are projected to grow by over 60%, with consumer and capital goods showing slight growth [54]. - In Central Asia (excluding Russia), the contribution of intermediate and capital goods is expected to be 7:4, with consumer goods negatively impacting growth [59].

齐鲁晚报.齐鲁壹点记者秦聪聪 1月16日，山东省政府新闻办举行政策例行吹风会，邀请省药监局主要负责同志等解读《关于全面深化药品医疗器械监管改革促进医药产业高质量发展的 实施意见》。 山东省药监局党组书记、局长，新闻发言人李涛介绍，药品和医疗器械是治病救人的特殊商品，事关人民群众身体健康和生命安全，事关经济社会发展大 局。党中央、国务院始终高度重视药品安全工作。为深入贯彻落实《国务院办公厅关于全面深化药品医疗器械监管改革促进医药产业高质量发展的意 见》，更大力度激发我省医药产业的创新活力和发展动能，省政府办公厅正式印发了《关于全面深化药品医疗器械监管改革促进医药产业高质量发展的实 施意见》。这是我省在当前新阶段、新形势下，统筹药品安全与产业发展的纲领性文件，标志着山东在深化药品监管改革、推动医药产业迈向更高层次上 迈出了关键一步。 据悉，《关于全面深化药品医疗器械监管改革促进医药产业高质量发展的实施意见》围绕6个方面提出29条措施：一是强化医药创新源头培育，支持前沿 技术布局、加强创新平台建设、推动创新药械转化落地、推进产学研医联动；二是优化临床试验生态，鼓励医疗机构承接试验、提升临床试验伦理审查效 率、推动A ...

Group 1 - The global situation is increasingly complex, with major powers pulling in different directions, leaving smaller countries like India and Turkey in difficult positions [1] - India faces economic challenges due to increased tariffs from the US on key exports, particularly textiles and pharmaceuticals, which are critical to its economy [3] - The relationship between India and Pakistan remains tense, with border conflicts exacerbating India's economic woes and leading to a rising unemployment rate of 14% [3] - Turkey's geopolitical position is precarious, as it attempts to mediate in the Russia-Ukraine conflict while facing internal challenges such as high inflation and the aftermath of a recent earthquake [5] - Japan's defense budget has reached a record 9 trillion yen (approximately 58 billion USD) in response to perceived threats from China, indicating a shift towards militarization [7] - Germany's economy is severely impacted by the loss of cheap Russian gas, with GDP growth projected at only 0.2% in 2025, leading to industrial decline and rising unemployment [9] Group 2 - The underlying risks for these countries stem from their inability to find a stable position amid great power competition, with India and Turkey struggling to maintain neutrality [11] - Japan's increased military spending and strategic reforms are seen as direct responses to threats from China, raising concerns about potential military conflict [7][11] - Germany's energy crisis and manufacturing exodus highlight its vulnerability in the current geopolitical landscape, affecting not only its economy but also the stability of the EU [9][11]

Core Viewpoint - The article highlights the importance of drug and medical device quality safety during the winter season, which is characterized by a surge in demand due to increased incidence of flu and respiratory diseases. The Xinjiang Shawan City Market Supervision Administration is conducting a special inspection to ensure safety and compliance in the pharmaceutical and medical device sectors [1] Group 1: Inspection Focus - The inspections are concentrated in high-risk areas such as urban-rural junctions, covering retail pharmacies, medical institutions, and specialized medical device enterprises to ensure comprehensive oversight in high-risk sectors [1] - In the pharmaceutical sector, inspectors are focusing on key aspects such as procurement channels and storage conditions, particularly monitoring essential medications for cold relief, chronic diseases, and pediatric use [1] - The medical device inspections prioritize sterile, implantable, and cold-chain devices, verifying the completeness of licenses, product registration, acceptance of purchases, and storage management [1] Group 2: Regulatory and Educational Efforts - The inspections emphasize a dual approach of regulation and legal education, with on-site interpretations of the Drug Administration Law and Medical Device Supervision Regulations, distributing over 60 related promotional materials to enhance compliance awareness among operators [1] - The Xinjiang Shawan City Market Supervision Administration plans to increase patrol efforts, streamline complaint and reporting channels, and maintain a zero-tolerance policy towards illegal activities to ensure the safety of public drug and medical device use during winter [1]

Core Viewpoint - Venezuela has agreed to use its oil sales revenue exclusively for purchasing American-made goods, including agricultural products, pharmaceuticals, medical equipment, and equipment for improving its electrical grid and energy facilities [1] Group 1 - The announcement was made by U.S. President Trump on January 7 via his social media platform "Truth Social" [1] - As of the time of reporting, there has been no response from the Venezuelan side regarding this agreement [1]

Core Viewpoint - Venezuela has agreed to use its oil sales revenue exclusively for purchasing American-made goods, including agricultural products, pharmaceuticals, medical equipment, and infrastructure improvements for its energy facilities [1] Group 1 - Venezuela's commitment to allocate oil revenue for American goods indicates a potential shift in its economic strategy [1] - The types of goods specified for purchase include essential items such as food, medicine, and energy infrastructure, which could impact both the Venezuelan economy and U.S. exports [1] - There has been no official response from the Venezuelan government regarding this announcement, leaving the details of the agreement unclear [1]

Group 1 - The core idea of the articles revolves around the initiatives taken by Tianjin's market regulatory authorities to enhance high-quality development through advertising and collaboration with various sectors [1][2][3][4] - The "advertising + N" thematic plan aims to empower industries and support agricultural enterprises by facilitating partnerships between leading media companies and traditional brands, resulting in a comprehensive service for brand rejuvenation and digital transformation [1][2] - A total of 10 leading media companies collaborated with 36 time-honored brands, while 8 agricultural entities received support in brand development and marketing strategies [1] Group 2 - The establishment of a dual-driven regulatory service model emphasizes proactive guidance over reactive measures, with 12 specialized compliance training sessions held throughout the year, serving 1,256 enterprises [2] - A risk identification and management mechanism was implemented, issuing 47 precise risk alerts to businesses, and a tailored service approach was developed for 86 companies to enhance their internal advertising review systems [2][4] - The integration of education and industry was highlighted through partnerships between universities and businesses, resulting in job fairs that attracted over 1,000 graduates and offered 620 quality job positions [1][3] Group 3 - The regulatory bodies in various districts, such as Hongqiao and Jinnan, organized recruitment events and collaborations with educational institutions to address talent shortages in the advertising sector [3][4] - The establishment of a risk consultation mechanism in Beichen District aims to create a dynamic risk database for key enterprises, enhancing the ability to monitor and manage risks effectively [4] - The focus on compliance and advertising regulations is evident, with initiatives to provide one-stop compliance services and support for businesses in sectors like food and pharmaceuticals [4][5]

Core Insights - The "zero tariff" policy for pharmaceuticals and medical devices in Hainan Free Trade Port has been successfully implemented for one year, with cumulative imports valued at approximately 460 million yuan and tax reductions of about 62 million yuan [1] Group 1: Policy Overview - The "zero tariff" policy allows registered medical institutions, higher medical education institutions, and medical research institutes in the Boao Lecheng International Medical Tourism Pilot Zone to import specified pharmaceuticals and medical devices without paying import tariffs, value-added tax, and consumption tax [1] - The policy has been described as a significant benefit for registered medical institutions, reducing costs for patients and improving cash flow for enterprises [1] Group 2: Implementation and Future Plans - Haikou Customs has actively optimized customs clearance processes and conducted in-depth research to understand the challenges faced by different types of enterprises in utilizing the policy [1] - Future efforts will focus on further optimizing regulatory services and guiding enterprises to fully leverage the policy, aiming to enhance the release of policy benefits and support the development of a global hub for high-quality medical resources in the pilot zone [1]

为保障"零关税"药械政策实施，海口海关积极研究优化通关流程，深入走访调研了解不同类型企业 享惠政策堵点痛点，研提解决措施，让政策红利精准触及享惠主体。 下一步，海口海关将继续优化监管服务，引导企业用好用足政策，进一步推动"零关税"药械政策红 利释放，助力乐城先行区打造全球优质医疗资源集聚高地。 (责任编辑：魏敏) 自2024年12月31日首票业务落地以来，海南自贸港药品、医疗器械"零关税"政策已平稳运行一周年，政 策红利持续释放。据海口海关统计，截至2025年12月31日，累计进口"零关税"药械货值约4.6亿元，减 免税款约6200万元。 海南自贸港药品、医疗器械"零关税"政策明确，在博鳌乐城国际医疗旅游先行区内注册登记具有独 立法人资格并经认定的医疗机构、医学教育高等院校、医疗类科研院所，进口政策规定范围内的药品、 医疗器械，可享受免征进口关税、进口环节增值税和消费税，降低医疗机构运营成本，更为患者就医显 著减轻负担。 ...