#斯塔默说对中国视而不见不明智#【#斯塔默访华先把合作谈下来再说#】英国首相斯塔默正式访华，一 直停留到1月31日。斯塔默此行是明显以经济议题为核心的高规格访问。如果说过去几年中英关系呈现 出"政治先行、经济退位"的特征，那么这次更像是一次"经济先行、政治降噪"的重新排序。为什么这么 说？第一，时间点很不一般。这是英国首相时隔八年再访中国。八年前是特雷莎·梅，那还是"中英黄金 时代"的尾声。后来中英关系一路降温。现在斯塔默上台半年，就把访华提上日程，本身就是一个方向 性选择。第二，看随行名单，比看表态更真实。斯塔默此行将前往北京和上海，随行人员包括财政大臣 里夫斯、商业贸易大臣凯尔、国家安全事务顾问鲍威尔。企业这边，汇丰、渣打、阿斯利康、捷豹路 虎、施罗德和伦敦证券交易所集团等多名重量级企业高管，全是"压箱底"的牌。一言以蔽之，这是政府 在为资本和市场重建通往中国的通道。第三，英国真的很缺增长。脱欧之后，英国经济一直没缓过来。 财政有220亿英镑缺口，产业老化，新产业又没接上。而中国，是英国第五大贸易伙伴，双边贸易额近 千亿英镑。斯塔默自己说得很直白："中国是全球第二大经济体，视而不见是不明智的。"第四，这次 ...

Core Viewpoint - The automotive industry is facing significant challenges from organized disinformation and malicious attacks online, which disrupt market order and harm brand reputation, prompting regulatory actions to address these issues [1]. Group 1: Industry Response - Multiple automotive companies, including Xiaomi, Xpeng, NIO, and Deep Blue, have reported similar tactics used in disinformation campaigns, such as AI-generated false content and targeted negative publicity before product launches [1]. - The Chinese government has initiated a three-month special campaign to rectify online chaos in the automotive sector, involving six government departments to promote a clearer online environment [1]. Group 2: Company Actions - SAIC Motor has actively responded to the government's notification by opposing organized black public relations and water army activities, emphasizing the importance of fair competition [2]. - SAIC Motor has launched a reward program offering up to 1 million yuan for information on black public relations and water army activities, totaling a reward pool of 10 million yuan to protect brand integrity and consumer rights [2].

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has initiated a special campaign to address online chaos in the automotive industry, with SAIC Motor actively opposing organized malicious public relations and online trolling activities [1] Group 1: Company Actions - SAIC Motor has increased its efforts to protect its brands, Roewe and MG, since the official reporting account was launched on July 29 [1] - On September 12 and September 15, SAIC Motor announced a reward of up to 5 million yuan for information on black public relations and online trolling related to the Roewe and MG brands, totaling a reward amount of 10 million yuan [1] Group 2: Industry Call to Action - SAIC Motor calls on industry peers to jointly combat black public relations and online trolling, aiming to create a clear, healthy, and trustworthy online and market environment [1]

Group 1 - The core idea of the news is that SAIC Motor is preparing to establish an independent sales company named "Dacheng Passenger Vehicle Marketing Company," marking a significant transformation in its domestic marketing system [2] - The "Dacheng Passenger Vehicle Marketing Company" is currently in the preparatory stage, with leadership roles assigned to experienced executives from SAIC Group [2] - SAIC Group has long been committed to reforming its marketing system, as emphasized by President Jia Jianxu during a mid-year meeting last year [2] Group 2 - In January, SAIC Group initiated the "Dacheng Passenger Vehicle" project, which involves restructuring five major business segments to facilitate collective decision-making for its self-owned brands [3] - The marketing structure of the "Dacheng Passenger Vehicle" project separates domestic and overseas markets, allowing for more refined operations through the establishment of brand business units [3] - The project aims to shorten product development cycles to 18 months by adopting collaborative management practices, enhancing market responsiveness and user demand identification [3]

Core Viewpoint - The article discusses the surge in Chinese automotive exports and the subsequent "buying ships" movement among domestic automakers to secure transportation capacity and reduce costs amid rising shipping prices [4][6][12]. Group 1: Automotive Export Growth - China's automotive export volume has dramatically increased from 1 million units before 2021 to over 5 million units in 2023, making it the world's largest automotive exporter for three consecutive years [6][9]. - The shipping costs for automotive transport have skyrocketed, with the daily rental price for a 6,500-car capacity ship rising from $10,000 in mid-2020 to $115,000 by the end of 2023, marking a 9.5-fold increase [6][12]. Group 2: Shipbuilding Initiatives - Major automakers like SAIC Group and BYD have initiated their own shipbuilding projects to create a fleet of automotive transport ships, with SAIC planning to build 12 ships with capacities ranging from 7,600 to 9,500 cars [7][8]. - BYD has also confirmed the construction of 8 automotive transport ships, with a total investment of nearly 5 billion yuan [7][9]. Group 3: Competitive Landscape - Chinese automakers are striving to become significant players in the global automotive transport market, with companies like Chery and GAC also investing in shipbuilding [8][9]. - As of April 2025, Chinese shipowners hold a 7.6% share of the global automotive transport fleet, with SAIC owning 18 ships, ranking 15th globally [12][13]. Group 4: Future Outlook and Concerns - There are concerns about potential oversupply in the automotive transport market due to the rapid increase in shipbuilding and a slowdown in export growth [13]. - Experts suggest that collaboration among different automotive brands could mitigate risks associated with potential oversupply by sharing transportation resources [13].