一进入2026，中国就吹响了白银定价权的战争号角！ 我们要对白银出口进行稀土级别的管控了，作为全球最大的白银出口国，中国在2026开年就甩王炸。 要问2025年涨价最疯狂的大宗商品是什么，必须是涨了146%的白银，而这几天，中国就对白银执行了 新的出口管制，把它从普通的商品升级成了跟稀土一个级别的战略物资，进行一单一审。而且出口门槛 也超级加倍，企业想要拿下许可证，必须年产白银80吨以上（西部企业40吨以上），有连续三年的出口 战绩，买家背景和用途全都要查个底朝天，相当于守住了白银的出口通道。 去年一年的时间，白银价格飙升了146%，远超黄金的60%，成了大宗商品的主角。它的涨价逻辑就是 和中国这波管控的逻辑是一样的，想要发展科技和工业，哪个国家都离不开白银。 这在稀土上似曾相识，2010年，我国对稀土出口实施"许可"制度，并没有完全禁止出口，只是增加了审 批流程和配额，而配额总是低于需求。这个操作非常"精准"，随着价格飙升高达4500%，西方制造商发 现，自己造手机和导弹必须先得到中国的"许可"，于是整个供应链的高管们被迫硬着头皮学。 那么，这波管控对白银的影响有多大呢？ 要知道，中国是全球最大的白银出口国 ...

来源：经济学家圈 江小涓：科创浪潮下"十五五"金融业迎机遇 以"三化"转型应对挑战 在市场化方面，核心在于不断完善金融资源配置效率和系统性安全，打造能让参与者获得合理回报且安全可靠的市场环境，这一目标的实现可依托数字化 技术提供支撑与保障。 数智化转型方面，我国金融业整体发展水平较高，2022年以前数字化水平已处于全球领先位置，这得益于中央层面的重视与推动、国有大型银行的长期规 划能力、公众对个人数据使用的宽松态度，以及庞大的市场规模和金融用户基数。以中国机构间债券市场为例，凭借后发优势实现了较高的数智化水平， 市场透明度和流动性表现出色，利率债买卖价差、国开债最优价差可低至0.05个BP，相关关键指标处于全球较好水平。进入AI时代，生成式人工智能正 深刻改变金融服务业态，开源模型的出现让各类规模银行都能运用相关技术，在项目筛选、研判商业成功前景等方面赋能增效。但江小涓也提醒，金融业 数智化转型需注重实效，不宜过度追求形式或盲目跟风，避免脱离业务一线导致投入失效。 在国际化方面，中国产业与金融业协同"走出去"的商业化前景广阔。当前我国资金相对充裕，而许多发展中国家资金匮乏、劳动力成本较低且市场潜力良 好，国内 ...

人民日报记者 韩鑫 窦瀚洋 高标准联通市场设施，降低全社会物流成本。 "成本降了，时效快了，出口更有竞争力。"胡晓说，结合不同国家市场需求，公司快速迭代产品设 计，新客群显著增长，前11月出口总额增长20%左右，"只要有好产品，就不缺新客户。现在正值岁末 年初，又有一波下单潮。" 物流通道越拓越宽，贸易通路越走越广。 订舱、装箱、报关、出运……这几天，浙江哈达国际货运代理公司市场部负责人梁建军忙个不停。 作为一家货代平台，公司为近300家外贸公司提供出口供应链服务。 ——摘自"十五五"规划建议 智能平板车往来穿梭，各色集装箱整齐码放……下午1时，浙江义乌（苏溪）国际枢纽港内，一列 满载货物的海铁联运班列鸣笛启程，驶向宁波舟山港。 "每天从这里申报出口的货物达20票，全程便利化通关、可视化追踪，效率大幅提升。"浙江米团供 应链服务有限公司业务经理胡晓翻看报关单，销往印度的机械设备、出口中东的日用饰品，相关信息记 录得密密麻麻。 今年6月，义乌（苏溪）国际枢纽港开港，搭乘海铁联运班列，货物经铁路从义乌运至宁波舟山 港，无需像以往一样绕行杭州，运距减少百余公里，物流成本降低一至两成。 一头连着"世界超市"，一头连着 ...

高标准联通市场设施，降低全社会物流成本。 ——摘自"十五五"规划建议 智能平板车往来穿梭，各色集装箱整齐码放……下午1时，浙江义乌（苏溪）国际枢纽港内，一列满载 货物的海铁联运班列鸣笛启程，驶向宁波舟山港。 "每天从这里申报出口的货物达20票，全程便利化通关、可视化追踪，效率大幅提升。"浙江米团供应链 服务有限公司业务经理胡晓翻看报关单，销往印度的机械设备、出口中东的日用饰品，相关信息记录得 密密麻麻。 "成本降了，时效快了，出口更有竞争力。"胡晓说，结合不同国家市场需求，公司快速迭代产品设计， 新客群显著增长，前11月出口总额增长20%左右，"只要有好产品，就不缺新客户。现在正值岁末年 初，又有一波下单潮。" 物流通道越拓越宽，贸易通路越走越广。 订舱、装箱、报关、出运……这几天，浙江哈达国际货运代理公司市场部负责人梁建军忙个不停。作为 一家货代平台，公司为近300家外贸公司提供出口供应链服务。 "今年以来，不少企业加快拓展多元化市场，去往中东地区的箱量大幅增长。"梁建军介绍，前11月发运 超1.6万个标箱，接近去年全年货量，"航运订舱量火热，集装箱供不应求。" 外贸向暖，义乌铁港货运代理公司同样感受深切。 ...

高标准联通市场设施，降低全社会物流成本。 "今年以来，不少企业加快拓展多元化市场，去往中东地区的箱量大幅增长。"梁建军介绍，前11月发运 超1.6万个标箱，接近去年全年货量，"航运订舱量火热，集装箱供不应求。" 外贸向暖，义乌铁港货运代理公司同样感受深切。"下半年，东南亚市场增势明显。尤其是对太阳能光 伏板、家庭式储能等高货值产品需求提升。"公司总经理乐雷杰说，据初步测算，今年公司海铁联运出 口业务量增长近三成。 ——摘自"十五五"规划建议 智能平板车往来穿梭，各色集装箱整齐码放……下午1时，浙江义乌（苏溪）国际枢纽港内，一列满载 货物的海铁联运班列鸣笛启程，驶向宁波舟山港。 "每天从这里申报出口的货物达20票，全程便利化通关、可视化追踪，效率大幅提升。"浙江米团供应链 服务有限公司业务经理胡晓翻看报关单，销往印度的机械设备、出口中东的日用饰品，相关信息记录得 密密麻麻。 今年6月，义乌（苏溪）国际枢纽港开港，搭乘海铁联运班列，货物经铁路从义乌运至宁波舟山港，无 需像以往一样绕行杭州，运距减少百余公里，物流成本降低一至两成。 一头连着"世界超市"，一头连着"全球第一大港"，这条物流新通道，见证外贸强劲脉动。 ...

Core Viewpoint - The stability of winter energy supply is crucial for the smooth development of the economy and society, with coal being the primary energy source in China, ensuring sufficient supply is essential for residential heating and industrial production [1][2]. Group 1: Energy Supply Measures - Various regions are implementing energy supply assurance measures to increase production, ensure transportation, and optimize scheduling to enhance energy supply capabilities [1]. - In November, national railways delivered a total of 184 million tons of coal, a year-on-year increase of 0.3%, with thermal coal accounting for 128 million tons [1]. - By the end of November, coal stockpiles at power plants reached 88.23 million tons, with a consumption duration of 35.8 days, an increase of one day compared to the previous year [1]. Group 2: Multi-Modal Transportation and Renewable Energy - In Xinjiang, a multi-modal transportation system has been established, with coal exports expected to reach 10 million tons, a 10% increase year-on-year [2]. - The Daqin Railway in Shanxi is undergoing capacity expansion and integrating AI technology, maintaining a daily transport volume of 1.3 million tons since November [2]. - Renewable energy sources, particularly wind and solar, are increasingly contributing to winter energy supply, with renewable energy installations reaching 332 million kilowatts in the first ten months of 2025, accounting for nearly 60% of total installed capacity [2]. Group 3: Technological Advancements in Energy Management - The integration of AI, big data, and digital twin technologies is enhancing the complexity and reliability of the power system, allowing for more precise and rapid adjustments [3]. - Smart inspection technologies, such as drones and robots, are being utilized for efficient monitoring and fault detection in power grids [3]. Group 4: Recommendations for Energy Stability - To ensure energy stability, it is recommended to increase coal supply, promote flexibility in coal power, and accelerate the construction of pumped storage and new energy storage systems [4]. - Upgrading the distribution network and building ultra-high voltage transmission networks are essential for transporting clean energy from the northwest to the eastern regions [4]. - Encouraging demand-side flexibility through pricing mechanisms and enhancing digital capabilities for better forecasting and scheduling are also suggested [4].

【环球时报报道 记者 刘帅颖】"从一个老外的视角来看，中国发生了全方位的变化。"瑞士伯尔尼艺术 学院荣休教授、中国问题专家贝亚特·施耐德近期在接受《环球时报》记者采访时，聊起了几十年来自 己对中国的印象变化。上世纪80年代赴华旅游时，施耐德对中国社会发展产生兴趣，并开始积极关注中 国各领域动向。2023年，他出版了《中国通往现代化的长征：非欧洲中心主义的观点》一书，并通过举 办讲座以及发表文章，介绍中国发展现状和政治理念。施耐德对记者表示，中国共产党的领导以及中国 的制度优势使得中国的生产力在短期内得到飞速发展，而欧洲应该与中国在国际治理方面增加合作，以 推进国际秩序良性变革。 " 规划性是中国制度一大优势 " 环球时报： 您曾多次访问中国，走访了北京、上海等多个城市。同之前相比，此次来到中国让您感触最 深的是什么？您觉得最近十来年中国最大的变化有哪些？ 施耐德： 我第一次来中国是1986年。与当时相比，现在的中国有了非常惊人的变化。我觉得最令人难以 置信的一个事实是，（改革开放40多年来，）中国有8亿多人口实现脱贫。我也走访过中国的农村地 区，那里的基础设施也非常完善，人们摆脱了贫困，开启了新的生活篇章，现 ...

Core Insights - The Chinese digital energy industry is experiencing rapid expansion and technological deepening, with a projected market size of approximately 93.4 billion yuan in 2024, representing a year-on-year growth of 13.21% [2] - The integration of digital technologies such as AI, IoT, and blockchain is enhancing the efficiency of the entire energy production, transmission, and consumption chain, supporting the achievement of carbon neutrality goals [2][3] - Future developments in digital energy will focus on smarter, greener, and more integrated solutions, contributing to energy security and the global energy transition [2] Industry Overview - Digital energy is a product of the deep integration of digital technologies like IoT, big data, and AI with the energy sector, aiming to enhance energy efficiency and reduce carbon emissions, thereby supporting the dual carbon goals of peak carbon emissions by 2030 and carbon neutrality by 2060 [3] Relevant Policies - The Chinese digital energy sector is accelerating its development under national and local policy support, with significant technological innovations and emerging business models [5] - By 2027, the integration of energy and AI is expected to be established, with significant breakthroughs in core technologies and broader applications anticipated by 2030 [5][7] Industry Value Chain - The upstream of the digital energy industry includes traditional and renewable energy resources, as well as equipment like solar panels, wind turbines, and energy storage batteries [8] - The midstream focuses on the integration of digital energy technologies and platforms, while the downstream encompasses smart generation, smart grids, and intelligent energy management [8] Digital Energy Upgrade Areas - The digital energy upgrade revolves around six key areas: smart generation, smart grids, smart energy markets, smart storage, smart management, and smart consumption, all aimed at facilitating a low-carbon transformation of the energy sector [10]

Core Insights - The article highlights the advancements in logistics and automation at the Lianyungang International Automotive Green Intelligent Logistics Center, showcasing the world's largest AGV (Automated Guided Vehicle) intelligent parking garage with 5,200 parking spaces, significantly enhancing operational efficiency [1][2]. Group 1: Technological Innovations - The AGV robots operate autonomously, improving efficiency from traditional methods where drivers spent significant time locating and moving vehicles, with the new system allowing for a fully automated process [2]. - The intelligent parking garage's design allows for a ninefold increase in parking capacity compared to traditional flat storage, addressing space constraints in coastal ports [2]. - Solar photovoltaic panels on the roof generate over 1 million kilowatt-hours annually, achieving zero-carbon operation by supplying energy back to the port's grid [2]. Group 2: Logistics and Trade Growth - Lianyungang port's automobile exports are projected to exceed 350,000 units in 2024, positioning it among the top three ports in China for vehicle exports [2]. - The China-Kazakhstan (Lianyungang) logistics cooperation base has operated over 7,200 China-Europe freight trains since its inception in 2014, with a daily average of 2 to 3 trains currently running [4]. - The port has seen a 7.69% year-on-year increase in cargo throughput and an 8.34% increase in container volume from January to September [4].

Core Insights - The 2025 global supply chain is being reshaped by geopolitical factors, policy directions, and technological innovations, showcasing diversification, regionalization, and sustainability as significant characteristics [1][2][7] - China maintains a core position in the global supply chain, while emerging manufacturing bases are accelerating their rise [1][2] Geopolitical and Trade Policies - Geopolitical tensions and trade policies are profoundly influencing supply chain layouts, with a clear trend towards localization and regionalization [1][8] - Free trade agreements are key to optimizing supply chains by reducing cross-border flow costs and promoting regional industrial clusters [10][12] Technological Innovations - Technological advancements such as AI, IoT, and blockchain are enhancing transparency and efficiency in logistics and inventory management, driving a transformation in supply chain operations [17][18] - The integration of automation and 3D printing technologies is fostering on-demand production models, reducing resource waste [17][18] Environmental Sustainability - Environmental sustainability has become a core value standard in supply chains, with "green compliance" pushing companies to adopt low-carbon practices in material procurement and production processes [2][18] - Companies are diversifying their procurement strategies to ensure the stability of raw material supplies and mitigate supply bottleneck risks [2][20] Industry-Specific Trends - The electric vehicle industry is experiencing strong growth, with supply chains shifting towards vertical integration [2][21] - The solar photovoltaic industry continues to expand, with China maintaining a leading position [2][21] - The apparel supply chain is progressing slowly towards diversification, with China's role shifting towards intermediate goods supply and investment [2][21] - The medical equipment market is steadily growing, characterized by decentralization and technology-driven innovation [2][21] Future Supply Chain Dynamics - The global supply chain is evolving towards a more resilient, distributed, and technology-intensive model, requiring companies to adapt to diversification, green compliance, and technological upgrades [2][36] - China is expected to retain its leading role in the global photovoltaic and electric vehicle supply chains, while also emerging as a significant player in the medical equipment supply chain [21][24][22]