(原标题:CBN丨Bustling CIFTIS fair attests to China's foreign investment magnetism)
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
China’s international services trade highlights growth potential of Chinese services industry and allure to foreign investment;
Two ministries proposed an action plan on shoring up high-end manufacturing in electronics and IT.
中国经济要闻
Introducing new products, services, and technologies; announcing cooperations with Chinese partners and exchanging ideas at forums -- the hustle and bustle of foreign exhibitors at the ongoing 2023 China International Fair for Trade in Services (CIFTIS) has painted an inspiring picture of China's foreign investment magnetism.
Also, several hundred A-share listed companies brought their latest offerings in the services sector on display - telecommunications, computers and information, finance, culture and tourism, sports, supply chain and business, engineering consulting and construction, health and the environment.
China's value-added services output went up 6.4 percent year-on-year in the first half of 2023, data from the National Bureau of Statistics showed in July. The growth rate accelerated by 1 percentage point from the pace recorded in the first quarter.
The fast-growing services sector will provide new growth impetus to China, underpinning the world's second-largest economy amid downward pressure, said industry insiders and experts while attending the fair.
The 2023 CIFTIS, held in Beijing from Sept. 2 to 6, has attracted over 500 Global Fortune 500 companies and industry-leading enterprises, and many of them are eyeing growing opportunities amid the country's innovation-driven development and opening-up endeavors.
At the booth of Qualcomm China, visitors flocked to interact with an artificial intelligence (AI) model via a mobile phone, asking it to draw pictures. Qualcomm will also release a white paper related to AI technology offline at the fair on Tuesday. "We attach great importance to the CIFTIS, as it's a crucial platform to showcase innovations, share experience, and promote cooperation," said Meng Pu, chairman of Qualcomm China.
During this year's CIFTIS, China reaffirmed its commitment to promoting high-standard opening up and advancing Chinese modernization on all fronts through high-quality development, a step further in strengthening cooperation to propel global economic recovery.
The sound foundation of China's economic growth remains unchanged, and its determination to open up has shored up the confidence of multinationals to tap into the Chinese market, said Jacky Zou, vice president of KPMG China, adding that China is still a popular destination for global investors.
正在北京举行的2023服贸会吸引了多个国家和国际组织设展办会。随着中国持续推进高水平对外开放,服贸会的“朋友圈”越来越大,国际化、专业化水平越来越高。
当前,服务业和服务贸易已成为我国新一轮高水平开放的重点。中国国际服务贸易交易会自创办以来,已累计吸引196个国家和地区的60余万展客商参展参会,是中国扩大开放、深化合作、引领创新的重要平台。
本届服贸会9月2日到6日举行,以“开放引领发展 合作共赢未来”为主题,持续发挥扩大开放平台作用,突出科技创新、模式创新、业态创新引领,重点聚焦文旅、金融、电信计算机与信息、供应链与商务等多个热点领域,释放对外开放信心,共促世界经济复苏。
展会上,数百家国内上市公司展示最新成果。作为我国对外开放三大盛会之一的服贸会,不仅是国际服务贸易的盛宴,而且成为众多上市公司展现创新创意的舞台。
2022年,中国服务进出口总额近6万亿元,同比增长12.9%,规模创历史新高,连续第九年位居全球第二。今年上半年,服务业增加值同比增长6.4%,比一季度加快1个百分点。增长迅速、韧性十足的中国服务业市场受到全球关注。
据了解,本届服贸会有2200余家企业线下参展,吸引500多家世界500强和行业龙头企业参会,其中金融专题参展机构国际化率达47%。
作为连续四年参展的服贸会“老朋友”,高通公司在展位上呈现了可以在安卓智能手机上运行的生成式AI大模型终端侧演示。它能迅速理解用户用自然语言描述的需求,生成结果用时不超过15秒,全程无需联网或访问云端。
高通公司中国区董事长孟樸说:“我们非常重视服贸会这一展示创新、分享经验和推动合作的重要平台。四年来持续参展、参会是对中国持续推进高水平对外开放的呼应,也表明了我们对中国市场发展前景的信心。”
毕马威中国副主席邹俊提到,从外商投资过去五年的收益来看,中国位居全球前列,而且在全球加息、资本使用成本提升的前提下,在中国投资还能保持比较好的回报率,这对于跨国企业来说很有吸引力。
区域观察
Eighty-four investment projects with contracts worth over 213.8 billion yuan have been signed at the China Smart Expo that kicked off Monday in Chongqing municipality, said the organizer. The projects cover smart connected electric vehicles, biopharmaceuticals, software and information services, new energy, and new energy storage technologies. Scheduled until Wednesday, this year's expo focuses on smart, connected new energy vehicles.
智博会签约84个投资额超2000亿元:9月4日下午,2023中国国际智能产业博览会(简称“2023智博会”)在重庆开幕。在当天举行的重大招商项目集中签约活动中,共84个重大项目签约,正式合同额2138.6亿元,涵盖智能网联新能源汽车、生物医药、软件信息服务、新能源及新型储能等多个领域。
新使命,大未来
Head of the Hong Kong Monetary Authority (HKMA) said Monday the city will explore cooperation opportunities with the United Arab Emirates and Saudi Arabia when their respective delegations visit the city later this year. Eddie Yue Wai-man said the regulator is also working with banks to promote more participation from Association of Southeast Asian Nations (ASEAN) and the Middle East in Hong Kong's offshore renminbi market. Hong Kong is also studying the possibility of allowing mainland investors to eventually participate in the dual-counter trading service via the Stock Connect investment channel that connects the Hong Kong, Shanghai, and Shenzhen stock exchanges, Yue said.
推动中东和东盟更多参与香港离岸人民币市场:9月4日,由香港金管局与财资市场公会合办的2023财资市场高峰会4日在香港举行。会上,香港金管局总裁余伟文表示,越来越多的经济体,包括中东和东盟国家,希望使用人民币来结算与中国的贸易,金管局正在与银行合作推动有关地区更多地参与香港离岸人民币市场。为满足不断增长的人民币业务需求,将继续增强香港离岸人民币市场的流动性,让产品更加丰富,基础设施更加完善。余伟文又提到,香港为跨境投资以及风险管理提供多元化的渠道,当中包括跨境理财通等,目前正在探讨扩大当中的所涉及的产品,并容许更多金融机构参与,相关的进度良好。香港正在研究将早前推出的人民币柜台纳入港股通南向通,未来亦希望能提供更多利息及风险管理产品。
Hong Kong Chief Executive John Lee announced on Tuesday that a fireworks display will be held once again to mark National Day next month – the first time in five years. The October 1 display over Victoria Harbor was first suspended in 2019 and also got cancelled in the subsequent years due to the Covid pandemic.
香港时隔5年复办国庆烟花汇演:香港特区行政长官李家超9月5日公布,今年10月1日将再次举办国庆烟花汇演,届时还会推出多种庆祝活动。香港国庆烟花汇演自2019年起停办至今已有5年。
German chemical giant BASF started construction of its syngas plant at the Verbund site in Zhanjiang, China, on Monday. The company will adopt unique process concepts in the syngas plant, which is scheduled to be up and running in 2025, to reduce carbon emissions compared to conventional syngas plants, contributing to BASF's sustainability goals, it said. The facility will produce syngas and hydrogen for captive use within BASF's production Verbund, which will be BASF's largest investment with up to 10 billion euros upon completion, as well as the company's third-largest Verbund site worldwide.
巴斯夫湛江一体化基地合成气装置动工:9月4日,巴斯夫湛江一体化基地合成气装置破土动工,这套世界级合成气装置将全面整合于该一体化基地,并计划于2025年投产。相对于传统合成气装置,巴斯夫将在这一合成气装置中采用独特的工艺概念,有助于减少碳排放。据了解,这一先进装置将生产具有成本竞争力的合成气和氢气,供巴斯夫湛江一体化基地下游生产装置使用。据透露,该装置技术构思在中国尚属首创,所需电力将由整个基地的电网供应,到2025年将100%使用可再生能源供电。湛江一体化基地项目是巴斯夫迄今为止最大的单笔投资项目,总投资额将达100 亿欧元,由巴斯夫独立建设运营。建成后,该基地将成为巴斯夫在全球的第三大生产基地。
Thirteen pilot programs from Guangzhou were listed as the best pilot programs for opening up the services sector, according to the Promotion Conference on Greater Openness in the Services Sector, part of the 2023 China International Fair for Trade in Services (CIFTIS). Those pilot programs involved the fields such as financial innovation, green development and professional services.
广州13项创新入选服贸会扩大开放示范案例:9月3日上午,2023年服贸会“投资中国年”服务业扩大开放推介大会启幕,全面盘点了我国服务业扩大开放综合试点示范成效。大会发布了2023年国家服务业扩大开放试点示范最佳案例,其中广州13项创新举措入选,涉及金融创新、绿色发展、专业服务以及现代服务业同先进制造业“两业”融合等领域。
产业及公司新闻
The Ministry of Industry and Information Technology (MIIT) and the Ministry of Finance have released an action plan for stabilizing the country's electronics and information manufacturing sector between 2023 and 2024, so that the industry could play a bigger role in driving manufacturing growth and contribute to early realization of industrial development goals. The plan proposes that the average added value of the computing, telecommunications and electronic equipment manufacturing sector will grow by 5 percent during the period, with the revenue of the enterprises above designed scale in the sector to exceed 24 trillion yuan. In particular, the shipment of 5G smartphones would account for more than 85 percent of the country's total phone sale by 2024, while the market share of 75-inch and larger TV sets would surpass 25 percent, and the output of solar cells would exceed 450 gigawatts.
两部门印发电子信息制造业稳增长行动方案:9月5日,工信部、财政部近日联合印发《电子信息制造业2023—2024年稳增长行动方案》,提出包括虚拟现实、视听产业、先进计算以及智能光伏等六大增长点。《行动方案》提出,引导社会资本加大对电子信息制造业投入,支持符合条件的企业用好在境内外上市融资、发行各类债券等融资工具。《行动方案》提及具体目标:即2023-2024年计算机、通信和其他电子设备制造业增加值平均增速5%左右,电子信息制造业规模以上企业营业收入突破24万亿元。在细分领域,《行动方案》首先提到到2024年,我国手机市场5G手机出货量占比超过85%,75英寸及以上彩色电视机市场份额超过25%,太阳能电池产量超过450吉瓦。
Chinese artificial intelligence company iFlytek said on Tuesday that its large language model SparkDesk is officially open to the public after the service was approved by the relevant authorities, becoming the first publicly available LLM launched by an A-share listed firm. The company said its SparkDesk has collaborated with over 10,000 enterprises in exploring the intelligent transformation industries, and more than 12,000 AI assistant applications have been developed, covering marketing, creation, programming, chatting, learning, reasoning, and other scenarios.
讯飞星火正式开放:9月5日,科大讯飞正式官宣,讯飞星火认知大模型“正式开放,全民使用”。用户在各大主流应用商店搜索“讯飞星火”App,或登录讯飞星火官网均可直接注册使用。科大讯飞是目前对全民开放大模型中首家A股上市公司。官方信息显示,讯飞星火目前已经与超过10000家企业合作对接,共同探索千行百业的智能化跃迁;超过12000款助手应用诞生,覆盖营销、创作、编程、聊天、学习、推理等场景。
Shares of Chinese chipmakers rallied on a second day after Huawei officially kicked off offline sales for its latest flagship Mate 60 Pro on Sunday, triggering a buying spree. Shipments of Mate 60 Pro phones are reportedly raised to about 15 to 17 million. Huawei CEO Ren Zhengfei said in a speech posted on the company's online community on Monday that Huawei is setting up a a reserve for top talent, including qualified talent from outside of the industry, in order to promote the company's research and development level. Meanwhile, Huawei announced on Monday the opening of a cloud data center in Riyadh, the Saudi capital, as part of its efforts to expand its online service offerings in the Middle East.
华为产业链大涨:9月4日,据媒体报道,来自产业链的消息显示,华为已对Mate 60 Pro加单。有供应链表示,Mate 60 Pro已加单至1500万-1700万台。4日下午,华为手机相关概念股拉升,5日早盘继续高开高走,捷荣技术5连板。9月2日晚上,华为官方临时通知,Mate 60 Pro的线下销售时间从9月10日更改到9月3日下午。9月4日消息,华为心声社区发布了华为总裁任正非7月28日在高端技术人才使用工作组对标会上的讲话。他表示,“我们要建立一个自己的高端人才储备库,只要是优秀人才都可以进来,包括非边界内专业的人才愿意到边界内来工作,我们就愿意要。我们是储备人才,不储备美元,最终储备出自己的人才库。”此外,2023年华为云沙特峰会9月4日在沙特阿拉伯首都利雅得开幕。华为公司在峰会上宣布,华为云利雅得节点正式开服,以帮助沙特推动数字经济增长,将成为华为云服务中东、中亚和非洲的核心节点。
Luckin Coffee said on Tuesday that it sold more than 5.42 million cups of the alcohol-infused latte it rolled out with Kweichow Moutai on the first day of its launch, setting a new sales record for the Chinese coffee chain. Luckin said sales of the single item on Monday topped 100 million yuan. It far outsold the company's previous hits, such as a cheese latte that sold 1.31 million cups on its launch day, and a coconut cloud latte that sold 660,000 cups.
“酱香拿铁”首日销售额破亿:瑞幸咖啡官方微博9月5日称,酱香拿铁单品首日销量突破542万杯,单品首日销售额突破1亿元。酱香拿铁成为瑞幸咖啡的又一个超级单品。在打造酱香拿铁之前,瑞幸已经打造过生椰拿铁、椰云拿铁等。2022年,瑞幸与椰树的联名的“椰云拿铁”,上新首日卖出66万杯,而瑞幸与《JOJO的奇妙冒险:石之海》联名款生酪拿铁首日销量为131万杯。
Chinese construction engineering giant China Petroleum Engineering and Construction has won a USD325 million contract to expand the capacity of a crude oil central processing facility of a large onshore oilfield in the United Arab Emirates. CPECC will build the ninth processing station of the Babu Oilfield's crude oil CPF, operated by Abu Dhabi National Oil Company Onshore, parent company China Petroleum Engineering Corporation announced late yesterday. The project is part of the UAE's P5 Production Increase Plan, which aims to raise the daily output of the Babu Oilfield from 485,000 buckets to 576,000 buckets. The new output increase will fully depend on the ninth processing station built by CPECC, the parent firm noted.
中油工程中标阿联酋3.25亿美元工程:中油工程4日晚间发布公告,公司所属全资子公司中国石油工程建设有限公司(CPECC)获得业主阿联酋阿布扎比国家石油公司陆上公司(ADNOC Onshore)发来的巴布油田中心处理站第九列项目的授标函,项目涉及合同额约3.25亿美元(约23.58亿元人民币)。据悉,巴布第九列项目属于阿联酋P5石油增产计划的一部分,巴布油区产量将从48.5万桶/天增加至57.6万桶/天,增产的9.1万桶将通过第九列进行处理。
金融市场消息
The Shanghai Stock Exchange signed a memorandum of understanding with the Saudi Exchange yesterday to explore cooperation opportunities in cross-listing, financial technology, environment, social and governance, data exchange and research. This is expected to promote diversity and inclusiveness in the two markets, as well as facilitate the listing of companies and the dual-listing of exchange-traded funds.
上交所与沙特交易所将探索交叉上市:上交所4日消息,9月3日,上海证券交易所与沙特交易所集团在沙特首都利雅得签署合作备忘录,为两所间的合作与发展奠定基础。上交所总经理蔡建春与沙特交易所集团首席执行官哈立德·阿卜杜拉·侯赛因分别代表上交所和沙特交易所集团签署了合作备忘录。根据合作备忘录,两家交易所将探索在交叉上市、金融科技、ESG、数据交换和研究方面的合作机遇,促进两个市场的多元化和包容性。
股市收盘情况
Chinese stocks fell on Tuesday with the benchmark Shanghai Composite and the Shenzhen Component each down 0.7 percent. Hong Kong stocks tumbled as the benchmark Hang Seng index sank 2.1 percent and the TECH index dropped 2.6 percent.
A股震荡港股收跌:周二A股大盘全天震荡调整,三大指数均小幅下跌,沪指领跌。截至收盘,沪指跌0.71%,深成指跌0.67%,创业板指跌0.32%。沪深两市今日成交额8039亿,较上个交易日缩量810亿。北向资金全天净卖出46.09亿元。港股三大指数低开低走,恒生指数跌2.06%,恒生科技指数跌2.59%。
Biz Word of the Day
财经词汇划重点
Syngas, or synthesis gas, is a mixture of hydrogen and carbon monoxide, in various ratios. The gas often contains some carbon dioxide and methane. It is principally used for producing ammonia or methanol.
合成气是以一氧化碳和氢气为主要组分的燃料气体,是重要的有机合成原料之一,也是氢气和能源的重要来源。
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
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
南方财经全媒体集团 出品