中英文带你速览中国经济头条。
Hi everyone. I’m Stephanie LI.
大家好,我是主持人李莹亮。
Coming up on today’s program.
重点提要
EU's anti-subsidy investigation into Chinese EVs sparks widespread opposition;
Searches for Thai flights and hotels surge after Thailand announced a five-month visa-free policy.
Here’s what you need to know about China in the past 24 hours
中国经济要闻
China's Ministry of Commerce has expressed serious concern and strong opposition to the EU's investigation into Chinese electric vehicle (EV) makers over subsidies.
The investigative measures planned by the EU are actually aimed to protect its own industry in the name of "fair competition." It is an act of blatant protectionism that will seriously disrupt and distort the global automotive and supply chain, and have a negative impact on China-EU economic and trade ties, the ministry said in a statement on Thursday.
The comment came after the European Commission President Ursula von der Leyen announced on Wednesday that the EU is launching a probe into Chinese EVs, claiming the prices of imported Chinese vehicles are being kept "artificially low by huge state subsidies." s
The China Chamber of Commerce to the European Union has also expressed strong concern and opposition to the investigation, the association said in a statement yesterday.
"Chinese EV manufacturers, along with their upstream and downstream industry partners, have persistently pushed the boundaries of innovation," the CCCEU noted. "This concerted effort has resulted in a substantial industrial edge within both the fiercely competitive domestic Chinese market and the global arena.
"They deliver high-end or cost-effective EVs that cater to diverse consumer preferences, receiving acclaim worldwide, including in Europe," the CCCEU continued. "It's crucial to emphasize that this advantage isn't a product of what the commission side called 'huge state subsidies.'"
Europe is one of the main destinations for China's EVs. Last year, China exported 545,000 electric cars to Europe, accounting for 48 percent of the country's total EV exports.
About 8 percent of all EVs sold in Europe this year were of Chinese brands, up from 6 percent last year and 4 percent in 2021, according to data from automotive consultancy firm Inovev. Moreover, many companies in the EV supply chain have invested in building factories in Europe, including Chinese battery makers Contemporary Amperex Technology, Gotion Hi-Tech, and Envision AESC.
The commerce ministry said China will pay close attention to the EU's protectionist tendencies and follow-up actions, firmly safeguarding the legitimate rights and interests of Chinese firms.
9月14日,商务部新闻发言人表示,9月13日,欧盟领导人正式宣布即将对中国电动汽车发起反补贴调查。中方对此表示高度关切和强烈不满。
9月13日,欧盟委员会官网披露消息,欧盟委员会主席冯德莱恩在欧洲议会发表第四次“盟情咨文”时表示,欧盟委员会将启动一项针对从中国进口的电动汽车的反补贴调查。
商务部新闻发言人表示,中方敦促欧盟,从维护全球产业链供应链稳定,以及中欧全面战略伙伴关系的大局出发,与中方开展对话磋商,为中欧电动汽车产业共同发展创造公平、非歧视、可预期的市场环境,共同反对贸易保护主义,共同致力于全球应对气候变化、实现碳中和。
“中方将密切关注欧方保护主义倾向和后续行动,坚定维护中国企业的合法权益。”商务部新闻发言人提到。
随即,欧盟中国商会对上述事项表示高度关切和反对,敦促欧方客观看待中国电动汽车产业发展。中国电动汽车产业的优势,不是凭借所谓巨额补贴而形成。
“近年来,中国电动汽车产业快速发展,竞争力不断提升。”商务部新闻发言人介绍,这是坚持不懈开展科技创新、构建完整产业链、供应链的结果,是通过艰苦努力、凭借自身实力赢得的竞争优势,受到包括欧盟消费者在内的全球用户欢迎,同时为全球应对气候变化和包括欧盟在内的绿色转型作出巨大贡献。
“这种优势不是凭借所谓巨额补贴而形成的。”欧盟中国商会方面称,中国电动汽车及上下游产业链企业不断创新,并在激烈的中国本土市场中累积出了整体产业优势,为消费者提供高端、性价比高、可满足不同范围需求的电动汽车,受到全球消费者包括欧洲民众欢迎。
9月14日,全国乘用车市场信息联席会秘书长崔东树发文称,其坚决反对欧盟对中国新能源汽车出口的评价。中国新能源车出口较强,不是因为获得巨额的国家补贴,而是因为充分市场竞争下的中国产业链竞争力强。
崔东树介绍,中国新能源补贴在2022年底已经完全退出,而且为了公平竞争,国家要求地方在2018年底开始就不能给新能源车补贴,规范市场秩序。
数据显示,2022年中国汽车对欧洲出口占中国新能源汽车总出口的48%,去年总出口量为54.5万台,表现较强。
Greater Bay Area, Greater future
新使命,大未来
The "Night Vibes Hong Kong" campaign, which will span the Mid-Autumn Festival in late September, Christmas and Lunar New Year in February, is expected to launch at the West Kowloon Cultural District arts hub on Thursday night. The SAR government is reportedly planning to reveal a series of measures to spur the night time economy during the event. Hong Kong will host three bazaars at waterfront promenades across the city and stage a series of colorful shows and performances as part of a major campaign to revitalize its nightlife that launches on Thursday, an industry leader has revealed.
“香港夜缤纷”活动今夜开启:香港特区政府本周宣布开展以“香港夜缤纷”为主题推动夜经济等活动,将于14日晚在西九夜化区M+博物馆大台阶举办启动礼。届时会公布部分夜间活动详情,包括拟在湾仔海滨设立的夜间市集。据行内人士透露,将在海滨长廊举办三个集市,并举办一系列表演作为周四启动的振兴夜生活活动的一部分。
Saudi Arabia’s investment promotion agency may open an office in the Greater Bay Area (GBA), expanding its presence in southern China to attract capital, technology and talent to support the kingdom’s Saudi Vision 2030, a key official said. Invest Saudi, a brand overseen by the Saudi Ministry of Investment (MISA), may open an office somewhere in the bay area to augment the promotional mission currently undertaken by its Beijing office, said Saleh Al-Khabti, Saudi deputy minister for investment transactions after a closed-door round table forum at the Asia Society, concurrent with the Belt and Road Summit in Hong Kong.
沙特投资部拟在大湾区设办事处:9月14日媒体报道,沙特阿拉伯计划在中国大湾区设立投资促进办事处,旨在进一步加强与华南地区的经贸合作。此举是为了吸引资金、技术和人才,以支持沙特王国的“沙特2030愿景”。沙特资部副部长赛乐·阿里·哈布13日表示,期待与中国公司进行更大规模的跨境投资合作,并强调,香港的银行和商界应继续发挥其独特的桥梁作用,帮助沙特企业在中国寻找更多的机会。
Next on industry and company news
产业及公司新闻
Instant searches for flight tickets to Thailand increased by 70 percent on Wednesday week-on-week on Chinese online travel agency platform Qunar and searches for local hotels doubled, after the country announced a five-month visa-free policy for China. Instant searches for Thailand-related content on Ctrip jumped 800 percent. Chinese and Kazakh tourists can enter Thailand without a visa between Sept. 25 and Feb. 29, Prime Minister Srettha Thavisin said Wednesday.
泰国对中国游客免签5个月:9月13日,泰国总理赛塔·他威信在内阁会议后的新闻发布会上宣布,泰国内阁会议作出决定,对中国游客实施为期5个月的免签政策,即从2023年9月25日起至2024年2月29日。上述政策发布后,去哪儿大数据显示,平台泰国机票搜索量环比上周同一时间上涨超七成,泰国酒店搜索量环比上涨1倍;携程平台上泰国相关搜索热度环比飙升800%。此举旨在于中国国庆和春节“黄金周”期间吸引更多中国游客赴泰旅游。
Huawei Technologies said on Thursday it will hold a media event to discuss new products on Sept. 25, fanning expectations that details about recently released smartphones will be revealed. Huawei did not elaborate on the new products that will be discussed but it is believed that information about its latest Mate 60 series will be disclosed. Huawei started selling its latest high-end smartphones Mate 60 and Mate 60 Pro at the end of last month and last week it started pre-sales for its Mate 60 Pro+ smartphone alongside a new foldable phone Mate X5.
华为秋季新品发布会定档9月25日:9月14日,华为官方公布消息称将在9月25日举办秋季全场景新品发布会。上月末,华为最新旗舰机型 Mate 60 Pro 在华为商城上线。上周华为推出Mate 60+预售。虽然华为此次发布会具体内容没有官宣,但大概率还是强调之前已经上市的 Mate 60 系列机型以及新款折叠 Mate X5 等产品。
Alibaba’s Taobao is internally testing a ChatGPT-like artificial intelligence large language model called Taobao Wenwen that can make product recommendations more accurate. Users can apply to take part in the testing by searching “Taobao Wenwen” on the Taobao app or through an invitation code. Shoppers can input what they are looking to buy or ask questions and Taobao Wenwen will help them describe their needs more accurately. The platform’s operator has not revealed when the AI feature will be launched officially.
淘宝内测AI助手“淘宝问问”:9月14日,淘宝内测AI助手“淘宝问问”,旨在帮助用户提升在淘宝上的商品推荐和搜索效率,据称,淘宝问问接入的是阿里通义大模型。“淘宝问问”内测版目前镶嵌在淘宝App之内,用户可以通过淘宝平台搜索”淘宝问问”来提交内测申请,或者使用邀请码参与测试。淘宝问问的正式推出将为用户提供更多便捷和个性化的购物体验,为电商领域带来更多可能性。
China's luxury liquor brand Kweichow Moutai on Thursday announced the partnership with Mars Inc-owned Dove in making liquor-filled chocolate products, only 12 days after its co-branding product with the country's largest coffee chain house Luckin Coffee hit the market. The Moutai-Dove products will be available on Sept 16.
茅台联名德芙推出酒心巧克力:9月14日,贵州茅台在其官方微博官宣将与玛氏食品公司旗下的德芙合作推出酒心巧克力,成为继12天前与瑞幸联名推出酱香咖啡之后的新热点。茅台-德芙联名的新产品将于9月16日上市。
Leading Chinese lithium miner Tianqi Lithium has invested USD150 million in Smart, the electric vehicle joint venture of carmaking giants Mercedes-Benz and Geely Holding Group, to strengthen collaborations in the new energy industry chain. On the same day, Tianqi Lithium also signed strategic deals with Mercedes Benz and Geely. The firm will cooperate with Geely Auto on resources, core materials, lithium battery technology research, lightweight materials for new energy vehicles, and software technology development.
天齐锂业1.5亿美元领投smart:9月13日,天齐分别与吉利、梅赛德斯-奔驰、Smart共推锂电产业链。天齐锂业与smart品牌全球公司签署了《股份认购协议》。根据协议,天齐锂业将向smart投资1.5亿美元,且合作不止于财务投资层面,通过此次合作,双方运用新能源产业链上下游信息优势,充分发挥产业的协同效能。同日,天齐锂业还与奔驰和吉利签署了战略协议。在上游资源、核心材料、锂电技术研究、新能源汽车轻量化材料、软件技术开发等多个领域展开深度合作。
Short-video app TikTok, owned by Chinese tech company ByteDance, has officially launched its e-commerce service — TikTok Shop — in the United States after months of testing. The Shop Tab, where products from TikTok's marketplace are listed, is now available for 40 percent of users on the app's home screen. The feature will be rolled out gradually until being available for the app's 150 million US users by early October, TikTok said. More than 200,000 sellers have registered for the e-commerce service.
TikTok在美正式推出电商服务:当地时间9月12日,TikTok官网宣布,在美正式上线电商服务TikTok Shop。据悉,此前TikTok电商已在美国TikTok用户中进行了数月测试。此次正式上线,除去短视频和直播购物外,TikTok电商还推出了一系列服务,包括商品展示页、商城,连接商家与创作者的“联盟计划”。目前,40%的TikTok美国用户界面包含“商城”入口,预计10月初,所有美国用户都能在首页看到“商城”。TikTok对媒体表示,在测试阶段,美国已经有20万商家入驻TikTok电商。
Organizers of large performances with over 5,000 attendees should make at least 85 percent of their tickets available to the public, instead of 70 percent before, said a circular from the Ministry of Culture and Tourism and the Ministry of Public Security on Wednesday. For the remaining 15 percent of tickets not offered to the public, the ticket holders' personal information must be registered 24 hours before the performance. The circular also noted that the ticket purchases and admissions for large performances should use real names. One identity document can only buy one ticket for one performance, and the identity information of the ticket buyer and the person attending the event must be consistent.
大型演出需公开发售85%以上门票及实行双实名制:9月13日,文化和旅游部、公安部联合印发关于进一步加强大型营业性演出活动规范管理促进演出市场健康有序发展的通知。其中指出,加强观众人数在5000人以上的大型营业性演出活动的规范管理,大型演出活动实行实名购票、入场制度,演出举办单位公开销售的门票数量提升比例,明确不得低于核准观众数量的85%。通知要求,大型演出活动实行实名购票和实名入场制度,每场演出每个身份证件只能购买一张门票,购票人与入场人身份信息保持一致。演出举办单位、演出票务销售平台应当加强消费者个人信息保护,防止未经授权的访问以及个人信息泄露、篡改、丢失。
Switching gears to financial news
金融市场消息
China's Ministry of Finance on Wednesday rolled out policies to boost inclusive finance in the next five years. These policies will take effect on Oct. 1. The central government will arrange funds for inclusive finance to support discounts in start-up loan interest rates, construction of demonstration-zone for inclusive finance, and subsidies for rural financial institutions. Eligible start-ups can apply for a discount of 50 percent of the actual loan interest rate or other subsidies amid the country's efforts to create jobs, according to the policies.
财政部支持重点群体就业创业:9月13日消息,财政部发布关于印发《普惠金融发展专项资金管理办法》的通知,办法自2023年10月1日起施行。办法提出,为落实就业优先政策,支持重点群体就业创业,引导金融机构加大创业担保贷款投放,专项资金安排支出用于对财政贴息支持的创业担保贷款给予一定奖补。对符合条件的创业担保贷款,财政部门给予贷款实际利率50%的财政贴息。
The People's Bank of China will sell 15 billion yuan worth of six-month yuan-denominated bills in Hong Kong next Tuesday, marking the biggest auction for such a tenor since it started selling offshore yuan bills in 2018.
央行连续增发离岸央票:中国人民银行9月13日宣布,将于9月19日在香港发行150亿元6个月(182天)期限央票,其中50亿元为滚动续发,100亿元为增发。这是中国人民银行近一个月以来第二次增发离岸央票。
Wrapping up with a quick look at the stock market
股市收盘情况
Chinese stocks ended mixed on Thursday as the benchmark Shanghai Composite gained 0.1 percent, while the Shenzhen Component slid 0.6 percent. Hong Kong’s Hang Seng index rose 0.2 percent, and the TECH index added 0.4 percent.
A股分化港股止跌:周四大盘全天震荡分化,沪指小幅反弹,创业板指盘中一度逼近2000点整数关口。截至收盘,沪指涨0.11%,深成指跌0.57%,创业板指跌0.78%。沪深两市全天成交额6658亿元,较上个交易日缩量324亿。北向资金再度单边净卖出64.18亿元。港股终止六连跌,恒生指数收涨0.21%,恒生科技指数收涨0.44%。
Biz Word of the Day
财经词汇划重点
Protectionism refers to government policies that restrict international trade to help domestic industries. Protectionist policies are usually implemented with the goal to improve economic activity within a domestic economy but can also be implemented for safety or quality concerns.
保护主义,即以维护本国利益作为是否适用本国法律的依据;任何侵害了本国利益的人,不论其国籍和所在地域,都要受该国法律的追究,使其得到该国认为其应有的惩罚。在国际贸易中以保护国内产业为目的的经济政策。
Executive Editor: Sonia YU
Editor: LI Yanxia
Host: Stephanie LI
Writer: Stephanie LI
Sound Editor: Stephanie LI
Graphic Designer: ZHENG Wenjing, LIAO Yuanni
Produced by 21st Century Business Herald Dept. of Overseas News.
Presented by SFC
编委: 于晓娜
策划、编辑:李艳霞
播音:李莹亮
撰稿:李莹亮,实习生丁越、黄青衣
音频制作:李莹亮
设计:郑文静、廖苑妮
21世纪经济报道海外部 制作
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(作者:李莹亮 编辑:李艳霞)
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