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深圳新能源汽车渗透率达81.7%
Xin Lang Cai Jing· 2026-02-09 01:55
Core Viewpoint - Shenzhen has made significant progress in urban planning and construction, focusing on ecological restoration and infrastructure development, which supports the city's green transformation and economic growth [1] Group 1: Urban Development and Infrastructure - Shenzhen has completed the construction and renovation of 35 parks, including Nanyuan Country Park and Hongshan Cultural Park [1] - Major infrastructure projects include the construction of the T2 terminal area at the airport, the second phase of Dalanwan Port, and the first phase of the Pingshan comprehensive transportation hub [1] - The city has achieved a record of over 200 million railway passengers, marking a 9.5% increase [1] Group 2: Energy and Technology - Shenzhen has enhanced its electricity supply capacity with the addition of four high-quality power supply areas, maintaining stable operation of the power grid [1] - The city's intelligent computing scale has increased to 16.5E, indicating advancements in technology [1] - The deployment of 9,485 5G-A base stations has led to the first global full coverage of a city-wide 5G-A network [1] Group 3: Green Transformation - The penetration rate of new energy vehicles in Shenzhen has reached 81.7%, reflecting the city's commitment to green transformation [1] - A total of 1,098 ultra-fast charging stations with a capacity of over 480 kilowatts have been established [1]
东吴证券首席经济学家芦哲:技术密集型、强定价权产品成为出口支柱,关税冲击耐受力增强
Sou Hu Cai Jing· 2026-01-14 04:25
2026年1月6日,复旦大学经济学院举办了"南土国际金融政策圆桌会第9期",同时也是"如何看待当前宏 观金融形势系列"的第二场活动。本次圆桌会聚焦"当前贸易顺差问题",与会学者围绕贸易结构转型、 全球价值链把控以及国内外需失衡等多重因素,系统分析了中国贸易顺差创历史新高的深层原因,并深 入探讨了中国在应对外部保护主义挑战、化解国内内卷式竞争及提升外汇与金融安全稳定性等方面面临 的现实制约及可行战略选择。 东吴证券首席经济学家芦哲指出,2025年前11个月,中国贸易顺差规模创历史新高,首次突破万亿美元 大关。虽然贸易顺差总量创历史新高,但其占GDP比重在全世界仍属中等水平。同时,顺差增长背后也 伴随着市场结构的深刻调整。芦哲认为,与2018年相比,中国贸易顺差的市场结构已发生深刻变化:美 欧市场占比明显下降,而"一带一路"沿线国家和新兴市场的重要性显著提升。这种多元化的市场布局, 为中国应对外部经贸摩擦提供了更稳健的战略回旋空间。 探究其中的原因,芦哲进一步分析认为,顺差结构的改善根植于国内产业与产品体系的深度升级。随着 加工贸易占比显著下降,技术密集型且具备较强定价权的产品已成为出口支柱。这不仅提升了中国在全 ...