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卖全球也买全球:中国与世界共享发展机遇的诚意与担当 Selling to the World, Buying from the World: China’s Sincerity and Commitment to Sharing Development Opportunities with the Globe Foreign trade figures once again attest to the resilience and openness of China’s economy. According to data released by the General Administration of Customs, China’s total goods import and export volume reached 39.94 trillion yuan in the first three quarters of the year, up 18.8% year-on-year. In September alone, imports and exports hit 5.16 trillion yuan, crossing the 5-trillion-yuan threshold for the first time, representing a year-on-year increase of 27.5%. This robust growth has taken foreign media by surprise as “better than expected”, with forecasts that China may set a record trade surplus for the whole year. More noteworthy than the surplus is the strong performance of imports: China’s exports rose 16.4% year-on-year in the first three quarters, while imports grew by 22.3%, with import growth outpacing export growth by a notable margin. Faster growth in imports serves as the most powerful rebuttal to the narrative that “China does not import goods and rejects win-win cooperation”. It reflects both China’s domestic demand for production and consumption, as well as tangible outcomes of its efforts to advance voluntary and unilateral opening-up. China is not only the “world factory”, but also a “world market”; it acts both as a “super seller” and a “super buyer”. At a time when major consumer markets around the globe are resorting to trade protectionism, the openness, certainty and growth potential of the Chinese market stand out. It offers ample market space for enterprises of all countries, acting as a key driver to help other nations grow their economies and boost trade capacity. China never chases a trade surplus on purpose. Certain countries criticize China’s trade surplus on the one hand, while restricting exports to China on the other — a self-contradictory stance. Facts have proven that imposing trade restrictions citing trade deficits will not resolve such deficits; instead, it disrupts global industrial and supply chains. Growth in China’s exports stems from genuine global demand. The rising competitiveness of Chinese products comes from continuous advances in economies of scale and innovation, and responds to the pressing needs of countries for green transition and industrialization. Green products, high-end equipment and quality consumer goods keep flowing to the rest of the world to serve modernization efforts of various nations, which in itself is a vivid illustration of China sharing development opportunities with the world. The upcoming 140th Canton Fair, China Import and Export Fair, is a concentrated embodiment of such sincerity and commitment to opening-up. Daniel Dominguez, Acting Consul General of Mexico in Guangzhou, has attended the Canton Fair for seven consecutive years. He said trade between Mexico and China has maintained strong momentum in recent years. “For me, the Canton Fair is the world’s most innovative, largest and technology-focused exhibition. That is why I encourage everyone to come and see the new products available on the market,” he remarked. The remarks by the foreign diplomat reflect the high recognition of Chinese platforms and the Chinese market among enterprises worldwide. This year marks the 70th anniversary of the Canton Fair. A total of 32,000 enterprises will participate, including more than 11,000 high-quality firms specializing in niche technologies and national champions. Following the Canton Fair, the 9th China International Import Expo (CIIE) will kick off on November 5. It will continue to provide free booths for least developed countries and upgrade its Asia-Africa Products Zone to help African diplomatic partners capitalize on zero-tariff benefits. Earlier, China successfully hosted a series of international expos including the China International Fair for Trade in Services, China-ASEAN Expo and Global Digital Trade Expo. These events draw active participation from enterprises across the globe and serve as a vital engine boosting global trade and economic growth. As Mao Ning, spokesperson of China’s Foreign Ministry, put it, such expos are important windows for China to connect with the world, empower development and deliver benefits to people’s livelihoods. From the commitment of “selling to the world” to the proactive action of “buying from the world”, China demonstrates with concrete actions that prosperity of the Chinese economy is never achieved in isolation. Instead, it features intertwined interests and shared destinies with all countries. Amid rising unilateralism and protectionism, China stays committed to advancing high-level opening-up, injecting precious certainty into an uncertain world. China cannot develop without the world, and the world needs China for prosperity. Whether it is the continuously expanding import volume, or the gathering of merchants at the Canton Fair and CIIE, one clear message is conveyed: China is ready to embrace the world with greater openness and share market and development opportunities with all nations to jointly expand the pie of global cooperation. This sincerity and commitment best exemplifies the view that China’s economic growth benefits the world, and is a vivid practice of building a community with a shared future for mankind. 对外贸易数据再次印证中国经济韧性与开放成色。海关总署数据显示,今年前三季度,中国货物贸易进出口达 39.94 万亿元,同比增长 18.8%,其中 9 月单月进出口 5.16 万亿元,首次突破 5 万亿元关口,同比增长 27.5%。这一强劲增势令外媒感叹 “超出预期”,并预测中国今年有望创下贸易顺差纪录。然而,比顺差更值得关注的,是进口的亮眼表现 —— 前三季度中国出口同比增长 16.4%,进口同比增长 22.3%,进口增速显著高于出口。 进口增速快于出口,恰是对所谓 “中国不进口、不共赢” 论调最有力的反驳。它既是中国国内生产消费需求的客观反映,也真实展现了有序扩大自主开放、推进单边开放的实际成效。中国既是 “世界工厂”,也是 “世界市场”;既是 “超级卖家”,也是 “超级买家”。在全球主要消费市场纷纷采取贸易保护措施之际,中国市场的开放性、确定性与成长性愈发凸显,为各国企业提供了更加充分的市场空间,成为助力他国经济发展、增强贸易能力的关键力量。中国从不刻意追求贸易顺差。个别国家一面指责中国的顺差,一面又限制对华出口,实属自相矛盾;事实也早已证明,以逆差为由施加贸易限制,并不能真正解决逆差问题,反而扰乱了全球产业链供应链。 出口增长同样源于实实在在的全球需求。中国产品竞争力的提升,既来自规模经济与创新能力的持续跃升,也顺应了各国绿色转型与工业化发展的迫切需求。绿色产品、高端装备、优质消费品源源不断走向世界,服务各国现代化进程,本身就是中国与世界共享发展机遇的生动注脚。 即将开幕的第 140 届中国进出口商品交易会(广交会),正是这种开放诚意与共赢担当的集中呈现。墨西哥驻广州总领事馆代总领事丹尼尔・多明格斯已连续 7 年参会,他表示,近年来两国贸易往来势头强劲,“对我来说,广交会是世界上最具创新性、规模最大且最以技术为基础的展会”。这位外国使节的评价,折射出各国企业对中国平台、中国市场的高度认可。 今年恰逢广交会创办 70 周年,将有 3.2 万家企业参展,专精特新、单项冠军等优质企业超过 1.1 万家。紧随其后,第九届中国国际进口博览会将于 11 月 5 日启动,继续为最不发达国家提供免费展位,升级亚非产品专区,帮助非洲建交国把握 “零关税” 红利。此前,中国国际服务贸易交易会、中国 — 东盟博览会、全球数字贸易博览会等国际性展会接连成功举办,吸引各国企业踊跃参与,成为促进全球经济贸易发展的重要动力。 正如外交部发言人毛宁所言,这一系列展会都是中国连接全球、赋能发展、惠及民生的重要窗口。从 “卖全球” 的坚定承诺,到 “买全球” 的主动作为,中国以实际行动向世界表明:中国经济的繁荣,从来不是独善其身,而是与各国命运与共、利益交融。在单边主义、保护主义抬头之际,中国坚持推进高水平对外开放,为不确定的世界注入了可贵的确定性。 中国发展离不开世界,世界繁荣也需要中国。无论是持续扩大的进口规模,还是广交会、进博会的万商云集,都传递出同一个清晰信号:中国愿以更加开放的姿态,与各国共享市场机遇、发展机遇,共同做大全球合作的蛋糕。这份诚意与担当,正是中国经济发展有利于全球发展的最好注脚,也是中国对构建人类命运共同体的生动践行。 #中国智造惠全球# #广交会# #CIEF# #China# #世界经济看中国# #中国进出口商品交易会# #数据看中国#
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#为什么是中国# #WhyChina# The Global Logic of China's Economic Growth in the First Half of 2026: A 4.7% GDP Increase 2026年上半年GDP增长4.7%:中国经济增长的全球逻辑 According to the latest semi-annual report, China's gross domestic product (GDP) reached 69.6 trillion yuan, representing a year-on-year increase of 4.7% at constant prices, in line with the annual growth target. Against a backdrop of intertwined international complexities and volatilities, China's economic performance is commendable. Yet, a closer look at the data reveals that the logic underpinning China's economic growth is being reshaped. (I) At the Industry Level, Notable Highlights Emerge: First, new quality productive forces are being cultivated and strengthened at an accelerated pace.** In the first half of the year, industrial production grew robustly. The value-added output of the equipment manufacturing sector increased by 9.3% year-on-year, and that of high-tech manufacturing grew by 13.3%, both outpacing the overall growth rate of industrial output above a designated scale. This underscores a clear trend toward a high-end, intelligent, green, and integrated industrial structure. Looking at specific products, the output of 3D printing equipment, lithium-ion batteries, industrial robots, and other products emblematic of new quality productive forces surged. The average daily token call volume has reached hundreds of trillions, showcasing the vitality and potential of the digital and intelligent economies. Second, new growth drivers are accelerating to take on a leading role. Preliminary estimates suggest that new growth drivers—encompassing high-end manufacturing, the digital economy, and modern services—contributed over 40% to economic growth in the first half of the year. The economy's distinct shift toward a higher quality and more optimized structure is evident, and this overall trend is accelerating. For instance, industries related to artificial intelligence, such as integrated circuit manufacturing and intelligent vehicle equipment manufacturing, have all maintained high growth rates exceeding 30%, vividly illustrating the pace of China's industrial upgrading. Third, confidence on the investment front is on the rise. In the first half of the year, investment in high-tech industries grew by 4.6% year-on-year. Notably, investment in the manufacturing of aircraft, spacecraft, and equipment, computer and office equipment manufacturing, and information services grew by 23.3%, 8.1%, and 15.5%, respectively. Investment structure best reflects market expectations. The increasing "new economy content" in investments signals an acceleration in the replacement of old growth drivers with new ones. Investment in intellectual property products grew by 9.4%, indicating that enterprises are placing greater emphasis on R&D and innovation. This suggests that technological advancement is not simply about capacity expansion but about qualitative change driven by innovation. (II) Observing a Major Economy Requires Looking Beyond the Immediate Figures to the Long-term Trajectory. Behind the "new economy content" of the semi-annual report lies China's ongoing transformation from a global manufacturing hub to a global center of innovation. At the 17th Annual Meeting of the New Champions (Summer Davos), observers noted a new phenomenon: a host of unicorn companies are heading to China. They are establishing R&D centers, regional headquarters, and deeply integrating into China's innovation and industrial chains—shifting from "produced in China" to "created in China." So, why China? Economist Justin Yifu Lin, in his book *Demystifying the Chinese Economy, touched upon the theory of the "speed of technological change." He argues that the essence of the industrial revolution is not just the application of new technologies, but more fundamentally, the ever-accelerating pace of technological change. Since the mid-18th century, starting with the steam engine reshaping the textile industry, the snowball of technological change has grown, rapidly sweeping through industries like chemicals and automobiles, ultimately redrawing the geographical map of great power competition. Looking at China today, the trajectory of accelerating technological change is equally clear. A leading enterprise can drive an entire industry, which in turn can boost a whole region. These burgeoning industrial clusters, growing from saplings to forests, not only enhance production efficiency and invigorate market vitality but also effectively improve development quality and resilience. For example, specialized and sophisticated "little giant" enterprises above a designated scale in Beijing, through deep cultivation of innovation chains, supply chain collaboration, and international expansion, have become "connecting points" and "accelerators" for the dual circulation strategy. More importantly, emerging industrial clusters possess powerful spillover effects. The rapid rise of new energy vehicles is not only reshaping the automotive industry but also driving transformations in chips, software, and energy networks, allowing more sectors to gain value from efficiency improvements. The swift advancements in AI and biomedicine are sparking a "gentle qualitative change" in people's livelihoods, significantly enhancing the sense of fulfillment and well-being through smarter, more affordable products and more livable environments. (III) Looking from the First Half to the Full Year, China's Development Momentum Remains Positive. Of course, during this critical period of transitioning between old and new growth drivers, China's economy still faces lingering issues and new challenges. Some core areas are still grappling with "bottleneck" technologies, certain high-tech industries face external risks of "decoupling" and supply chain disruptions, and "involution"-style competition affects the new energy market ecosystem. However, most of these are issues arising from development and transition, and they can be addressed with effort. The supporting conditions and fundamental trends for long-term economic improvement remain unchanged. China's economic journey toward a newer, higher-quality model is itself a process of encountering new problems and solving them along the way. By maintaining confidence, proceeding steadily, and balancing both qualitative improvements and quantitative growth, China's industries are poised to be brimming with dynamism, and the Chinese economy will continue to advance steadily and sustainably. #China# #Jiangxi# #JiangxiEconomy# #世界经济看中国# #赣出新精彩#
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不要再把麦当劳 $MCD 当成一个卖汉堡的传统快消了。 如果关注它的股价,受全球消费疲软的影响,今年的表现其实挺拉胯的, 但《WIRED》记者最近亲身做的一个硬核测试,却让人看到了这家传统巨头在底层最可怕的另一面: 它本质上是一家披着快消外壳的大数据监控公司。 记者利用加州法案,向麦当劳要了一份关于自己的用户数据。结果几天后,他的收件箱里躺着一份整整 515 页的个人秘密档案: 麦当劳系统不仅 1:1 记录了他过去开 App 消费的时间、地点和明细,甚至连他过去每次参加“麦当劳大富翁”抽奖拿到了什么奖品都记录在案。 基于历史数据,麦当劳自己的模型,极其精确地预测了他未来 6 周会消费 2.16 次,每次平均花费 13.49 美元,总计 29.15 美元。 最狠的是,档案里有一项核心指标叫“用户流失概率”(Attrition Likelihood),算法直接给他打了个 “0”。这意味着在麦当劳的算法里,这位记者是那种会长期高频消费的人。 现在的AI 概念股,可能因为一个新的小作文或技术风口,今天暴涨明天暴跌,起起伏伏非常剧烈。 但像麦当劳这种级别的老牌巨头,能一直持续稳定地把业务做下去,背后绝对是有一套极其厉害的生存逻辑。 遍布全球的点餐机、App 和会员系统,默默把普通人消费的一生给“模型化”了。 这种把实体门店、刚需消费和数字生态焊死在一起的长期护城河,或许才是美股流行的“HALO”(重资产,不可替代)投资法则更为内在的逻辑。
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