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外媒观察|“十四五”与“十五五”交汇点 中国经济影响力持续提升
Xin Lang Cai Jing· 2025-12-29 14:06
来源:中国网 中国网12月29日讯(记者李智)随着新年的临近,中国经济再次成为全球聚焦的议题。在"十四五"规划 收官,以及"十五五"规划即将开局的关键节点,国际媒体纷纷将目光投向中国。与此同时,国内相关政 策的密集落地,也为市场释放出清晰的发展信号。 国际社会对中国产业转型的节奏与方向尤为关注。德国《焦点》杂志刊发评论称,当欧洲仍在为燃油车 是否全面退出进行激烈争论时,中国已在推进新的五年规划布局,而且中国电动车产业已完成从"培 育"到"成熟"的跨越,资金正加速涌入人工智能、人形机器人、量子计算机等下一代新技术领域。 文章提到,中国政府已将电动汽车列为成熟产业,而市场数据充分证明了产业的内生增长动力:2025 年,中国电动汽车和混合动力汽车销量约达1600万辆,电动汽车市场份额稳定在50%以上,相当于每两 辆新车中就至少有一辆是电动汽车。更具标志性的是,在即将开启的"十五五"规划中,"电动汽车"已退 出战略产业目录。这一政策调整释放的信号显示,中国正将发展重心全面转向下一代高新技术产业,通 过产业迭代升级筑牢经济增长的新引擎。 在关注中国产业转型的同时,德国媒体也对本国对华政策进行了反思。德国《星期五》日报刊 ...
中金 • 全球研究 | 2025年日本自民党总裁选举#4:候选人高市早苗
中金点睛· 2025-09-29 23:35
Core Viewpoint - The article emphasizes that Sanae Takaichi is a strong proponent of "Abenomics," advocating for monetary easing, yen depreciation, and fiscal expansion. If elected, the price fluctuations of various Japanese assets may align with the trends observed during the "Abenomics trade," although the magnitude of changes is expected to be weaker than in 2012-2013 due to significant transformations in Japan by 2025 [2]. Candidate Background - Sanae Takaichi, born on March 7, 1961, is a female politician from the Liberal Democratic Party (LDP) of Japan. She comes from a non-political family background and has a diverse educational and professional history, including studying at Kobe University and working in the U.S. Congress [3][4]. Political Career - Takaichi's political journey began in 1992, and she has held various significant positions, including Minister of Internal Affairs and Communications and Minister of Economic Security. She has been a prominent figure in the LDP and has supported Shinzo Abe in past elections [4][5]. Economic and Financial Policies - Takaichi's economic policies include: - **Tax Reduction**: Proposing to raise the income threshold for tax exemptions and implement cash subsidies for low-income families, reflecting a cross-party collaboration approach [7]. - **Monetary Policy**: She shows a clear preference for monetary easing, emphasizing the negative impacts of rapid interest rate hikes on corporate investment and housing loans [8]. - **Exchange Rate**: Takaichi appears to favor a weaker yen, arguing that yen depreciation benefits export industries and enhances foreign reserves [9]. - **Fiscal Policy**: Advocating for fiscal expansion and deficit financing, she emphasizes the importance of strategic investments to stimulate economic growth [10]. Market Outlook if Elected - If Takaichi is elected, the market may experience trends similar to those during the "Abenomics trade," including yen depreciation, rising Japanese stock prices, and a gradual increase in bond yields. However, the expected changes in magnitude are likely to be less pronounced than those seen in 2012-2013 [11].
一季度经济“向新向好”!有何长期布局工具?
Sou Hu Cai Jing· 2025-05-06 02:35
4月中旬,国家统计局发布的数据显示,初步核算,一季度国内生产总值(GDP)318758亿元,按不变价格计 算,同比增长5.4%,增速高于去年全国5%的增速,也高于去年一季度5.3%的增速,在全球主要经济体中名列 前茅。 一、我国经济中"新质生产力"的贡献加大 一季度,各地方加大对创新的支持力度,尤其是人工智能、量子科技等一批先进技术不断推出和应用,带动 了高技术产业发展。一季度,规模以上高技术制造业增加值同比增长9.7%,占规模以上工业比重提升至 15.7%,信息传输、软件和信息技术服务业增加值增长10.3%,这些数据显示"新质生产力"正在成为推动中国 经济发展的"新引擎"。 图:高技术制造业对工业增加值贡献程度上升 (信息来源:国泰君安期货) 所谓新质生产力,简单来说就是"用科技和创新驱动的高质量生产力"。过去我们常说"中国制造",现在更多 是"中国智造"——比如一季度新能源汽车产量增长超45%、工业机器人增长26%,这些产品不是靠传统流水线 堆人力的方式生产,而是依赖人工智能、大数据、新材料等新技术。 就像手机从按键机升级到智能机一样,整个生产体系在发生质变。这种变化不仅能提高效率,还能减少污 染,比如新 ...