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中外对话丨中欧应加强合作,成就彼此、照亮世界
Zhong Guo Xin Wen Wang· 2025-08-21 10:33
中外对话丨中欧应加强合作,成就彼此、照亮世界 中新网北京8月21日电 题:中欧应加强合作,成就彼此、照亮世界 作者 陈天浩 冯小妍 2025年是中欧建交50周年。站在关键历史节点上,面对加速演进的世界百年变局和变乱交织的国际形 势,中欧应如何相处,携手共进?在美国发起贸易战的背景下,欧洲如何更好地平衡同中国的关系?第 二十五次中国—欧盟领导人会晤中的高层互动,又有何重要意义? "中外对话"栏目邀请全球治理和国际组织研究所所长金玲和瑞典"一带一路"研究所副所长侯赛因·阿斯 卡里(Hussein Askary),对中欧关系发展进行深入剖析。 五十年同行:中欧高层会晤为未来关系定向 在双方建交五十周年的重要节点,第二十五次中欧领导人会晤意义重大。金玲表示,"尽管会晤前,欧 方对中欧关系存在一些争议与分歧,但此次会晤的核心价值在于总结过去五十年的经验,为未来的中欧 关系锚定一个方向。" 瑞典工业工会曾公开表示,中国的高质量且价格合理的中间产品,推动了瑞典制造业竞争力并带动工人 工资上涨,这正是互利共赢的生动例证。在企业、经济界乃至学术界,人们普遍认同与中国的合作对双 方都有利,而这种合作的基础,超越了地缘政治博弈和全 ...
【环球财经】土耳其6月贸易逆差扩大近四成 中国为最大进口来源国
Xin Hua Cai Jing· 2025-07-31 11:48
Core Insights - Turkey's trade deficit expanded by 38.8% year-on-year in June, reaching $8.173 billion [1] - Exports increased by 7.9% year-on-year to $20.52 billion, while imports rose by 15.2% to $28.69 billion, indicating a faster growth in imports compared to exports [1] - The trade deficit excluding energy and non-monetary gold was $3.58 billion in June [1] Export Structure - In June, manufacturing products accounted for 94.8% of total exports, with agriculture, forestry, and fisheries at 2.9%, and mining and quarrying at 1.7% [1] - High-tech products made up 3% of manufacturing exports, while medium-high-tech products constituted 41.2% [1] Major Trade Partners - Germany was the largest export destination with $1.73 billion, followed by the UK and the US [2] - China emerged as Turkey's largest import source at $3.83 billion, highlighting the growing trade ties in electronics, machinery, photovoltaic equipment, and industrial raw materials [2] - Russia ranked second in imports, primarily for energy, especially natural gas and crude oil, while Germany was third with $2.7 billion, focusing on machinery, chemicals, and auto parts [2] Future Projections - By the first half of 2025, Turkey's total exports are projected to reach $131.4 billion, a 4.1% increase year-on-year, while imports are expected to hit $180.84 billion, a 7.2% increase [2] - The trade deficit for the same period is anticipated to be $49.43 billion, reflecting a 16.3% increase compared to the same period in 2024 [2]
化工行业运行指标跟踪:2025年5月数据
Tianfeng Securities· 2025-07-16 06:42
Investment Rating - The industry investment rating is maintained at "Neutral" as of July 16, 2025 [2]. Core Insights - The current cycle is nearing its end, with expectations for demand recovery. Infrastructure and export demand are expected to remain robust in 2024, while the real estate cycle continues to decline. The consumption sector has shown resilience after two years of recovery [4]. - On the supply side, global chemical capital growth is projected to turn negative in 2024. Domestic construction projects are seeing a rapid decline, nearing a bottom by Q2 2024, while fixed asset investments maintain a growth rate exceeding 15% [4]. - The chemical industry is entering a replenishment phase after a year of destocking, with inventory growth turning positive by Q3 2024. However, the overall price and profit levels in the chemical industry are expected to face pressure throughout the year [4]. Summary by Sections Industry Valuation and Economic Indicators - The report tracks various indicators including the chemical industry's comprehensive prosperity index and industrial added value [3]. Price Indicators - The report includes PPI, PPIRM, CCPI, and price differentials for chemical products, highlighting recent trends and historical positions [3]. Supply-Side Indicators - Key metrics include capacity utilization rates, energy consumption, fixed asset investments, inventory levels, and ongoing construction projects [3]. Import and Export Indicators - The report analyzes the contribution of import and export values to the industry [3]. Downstream Industry Performance - The report examines performance indicators for downstream sectors such as PMI, real estate, home appliances, automotive, and textiles [3]. Global Macro and End-Market Indicators - It includes global procurement manager indices, GDP year-on-year changes, civil construction starts, consumer confidence indices, and automotive sales [3]. Global Chemical Product Prices and Differentials - The report provides insights into the pricing and differentials of chemical raw materials, intermediate products, and sub-industries like resins and fibers [3]. Global Industry Economic Indicators - It covers sales revenue changes, profitability, growth potential, debt repayment capacity, operational efficiency, and per-share metrics [3]. Recommendations for Investment Opportunities - The report suggests focusing on industries with stable demand and supply logic, such as refrigerants, phosphates, and amino acids, while also highlighting sectors with improving supply-demand dynamics like organic silicon [7]. - Key recommended companies include Juhua Co., Sanmei Co., and Dongyue Group for refrigerants, and Wanhua Chemical for MDI [7]. Market Trends and Strategic Directions - The report emphasizes the shift from a cost-efficiency-driven global investment model to a stability and security-oriented regional cooperation model, suggesting investment opportunities in both domestic and international markets [7]. - Companies recommended for investment include Lite-On Technology, Ruile New Materials, and Wanrun Co. in the OLED materials sector [7].
【环球财经】5月欧元区工业生产环比回升1.7%
Xin Hua Cai Jing· 2025-07-15 14:35
同比数据方面,非耐用消费品依旧表现强劲,欧元区增长11.6%,欧盟增长9.4%;资本品生产同比分别 增长4.5%和4.4%。中间产品与耐用品则同比下降,其中欧元区中间产品下降1.8%,耐用品微降0.1%。 国家层面,爱尔兰同比增幅高达40.7%,居欧盟首位,芬兰和瑞典分别增长5.9%和5.0%。而比利时、保 加利亚和丹麦工业生产则出现较大幅度同比下滑,分别下降7.3%、6.5%和4.2%。 数据显示,自去年底以来,欧元区工业生产呈现波动回升态势,尤其是消费相关产业回暖为整体制造业 提供支撑。 分类数据显示,非耐用消费品生产在当月大幅增长,是推动整体工业生产回升的主要动力。欧元区非耐 用品生产环比增长8.5%,欧盟增长7.1%。能源生产也出现回暖,欧元区增长3.7%,欧盟增长3.2%。资 本品生产延续升势,分别增长2.7%和2.0%。 不过,中间产品与耐用品生产表现疲弱。欧元区中间产品和耐用品环比分别下降1.7%和1.9%;欧盟则 下降1.3%和1.8%。 从成员国看,工业生产环比增幅最大的国家为爱尔兰,增长12.4%;其次为马耳他(+3.4%),德国增 幅2.2%,表现也较为亮眼。 新华财经法兰克福7月15日 ...