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上海市(普陀区、虹口区、崇明区、奉贤区、杨浦区、金山区、长宁区、青浦区、静安区、闵行区、宝山区、嘉定区、浦东新区、松江区、黄浦区、徐汇区)

  转自:人民日报海外版

  4月17日,第五届中国国际消费品博览会首个社会公众开放日,低空经济展示专区吸引不少参观者。

  杨鹤摄(人民图片)

  第137届中国进出口商品交易会(广交会)、第五届中国国际消费品博览会(消博会)上,人头攒动、精彩不断;中国一季度国内生产总值(GDP)增长超预期、一季度中国进出口规模创历史同期新高……在全球贸易面临美国政府滥施关税带来巨大混乱和高度不确定性的当下,这些来自中国的好消息给世界带来了信心与希望。

  来自中国的好消息

  中国是全球货物贸易第一大国、服务贸易第二大国,是全球经济复苏的动力源、稳定锚和压舱石,中国的好消息必定会给全世界带来信心与希望。

  “展会期间,不少来自东南亚、中东、拉美地区的国际采购商对我们的农业无人化设备表达出强烈的合作意向,部分采购商更是直接表达了明确采购需求。”

  “阿根廷的新客户刚达成了8万台冰柜合作意向,展会后准备到商丘的工厂深入考察;非洲一位老客户决定追加订单,目前谈了2000万美元合作。”

  ……

  这些是来自广交会的声音。

  4月19日,以“先进制造”为主题的第137届广交会一期展览落下帷幕。据广交会承办方中国对外贸易中心发布,截至4月19日,已有来自全球216个国家和地区的148585名境外采购商到会,较第135届同期增长20.2%。本届广交会于4月15日至5月5日分三期举办。

  一键开启自动化烹饪的炒菜机器人,会撒娇卖萌、会全屋巡逻、也会给老人送药的四足机器狗,轻巧易用、老少皆宜的飞行相机……

  这些是来自消博会的惊喜。

  4月18日,为期6天的第五届消博会闭幕。本届消博会吸引了全球70多个国家和地区的1700余家企业、4200余个品牌参展,其中世界500强及龙头企业65家,参展规模创历史新高。本届消博会专业采购商超过6万人,相对于第四届增长超10%。

  最近,中国还公布了一组重磅经济数据:中国国家统计局发布数据,初步核算,今年一季度GDP同比增长5.4%。中国海关总署数据显示,一季度中国进出口规模创历史同期新高,连续8个季度超10万亿元。

  法新社报道称,中国一季度GDP同比增长5.4%,高于预期。美国有线电视新闻网报道也指出,这是“出乎意料的强劲增长”,大大高于路透社调查的50多位经济学家的预期。

  “事实证明,只要我们的政策得力,同时坚持深化改革、扩大开放,我们就能够朝着预期方向发展。”清华大学经济外交研究中心主任何茂春说,“去年9月26日,中央政治局会议果断部署了一揽子增量政策,对稳定经济发挥了关键作用,中央经济工作会议部署要求宏观政策更加积极有为,今年以来政策措施加力扩围,存量政策和增量政策共同显效,推动一季度经济良好开局。中国是全球货物贸易第一大国、服务贸易第二大国,是全球经济复苏的动力源、稳定锚和压舱石,中国的好消息必定会给全世界带来信心与希望。”

  中国经济韧性凸显

  中国拥有强大的工业产能、高效的全球供应链协调能力以及不断提升的竞争力,这使其在挑战面前展现出强大韧性。

  巴西247新闻网报道指出,面对紧张的全球贸易局势,中国发挥着全球贸易“稳定之锚”的作用。分析人士指出,中国拥有强大的工业产能、高效的全球供应链协调能力以及不断提升的竞争力,这使其在挑战面前展现出强大韧性。报道指出,相关数据显示,中国正通过市场多元化和扩大内需等举措积极应对当前的全球贸易紧张局势。今年一季度,东盟继续稳居中国第一大贸易伙伴地位,进出口同比增长7.1%;中国对欧盟进出口则同比增长1.4%。中国还持续深化与共建“一带一路”合作伙伴的经贸关系。今年一季度,中国对共建“一带一路”国家进出口5.26万亿元,同比增长2.2%,规模再创历史同期新高,占中国外贸比重达到51.1%。

  “广交会作为分享中国机遇的窗口,正是不少企业向世界展示创新成果的大舞台。当前,面对复杂的国际形势,不少企业正在探索新的市场机会,同时对产品进行调整升级,持续完善产业链、供应链网络。”商务部国际贸易经济合作研究院研究员周密认为,广交会让更多外国客商了解中国创新力与“智造”水平。

  作为全球第二大消费市场,中国出台了一系列扩内需、促消费政策,稳定和扩大了居民消费,促进了经济稳定向好。2025年《政府工作报告》提出,实施提振消费专项行动。随着一系列相关政策举措的落地落实,中国消费市场将迎来更大发展机遇,也将为全球企业共享中国市场创造更大空间。

  新加坡《联合早报》网站文章也指出,经过过去几年与美国的全方位博弈,中国经济增速虽然有所放缓,但并未受到根本冲击,经济结构调整还取得明显进展,经济韧性进一步提高,科技实力也在不断增强。同时,过去几年中国的产业链、供应链自主与市场替代能力也明显提升。

  “在全球贸易格局中,中国发挥着不可替代的重要作用。中国切实履行加入世界贸易组织降税承诺,市场准入壁垒越来越少;2024年12月1日,中国给予所有已建交的最不发达国家100%税目产品零关税待遇;中国坚持改革开放,已成为150多个国家和地区的主要贸易伙伴。”何茂春说,“中国的优势包括:第一,中国经济具有强大韧性;第二,中国与贸易伙伴之间有极强的黏性;第三,中国有体制上的优势,坚定不移地进一步全面深化改革、扩大对外开放。”

  信心与希望

  中国将继续推进高水平对外开放,稳步扩大规则、规制、管理、标准等制度型开放,与世界各国共享发展机遇,实现互利共赢、共同发展。

  世界贸易组织最近大幅下调了全球商品贸易预测,从“稳健增长”转至“下降”,称美国加征关税将造成严重后果,带来持续的不确定性。

  当下,美国政府肆意滥用关税手段,在全球范围内制造巨大混乱和高度不确定性,破坏全球经济秩序和发展态势。来自中国的好消息让世界对中国多了一份期盼。

  广交会成为全球客商寻找新机遇的焦点。据新加坡《联合早报》网站报道,在美国大幅加征关税的情况下,广交会参展企业期待借此展会对接欧洲、东盟、拉美、中东等市场,降低对美国市场的依赖。

  “消博会的举办为提振全球消费发挥了日益重要作用,为全球消费精品进入中国市场提供了窗口,同时也为中国优质消费品走向世界创造了机会,促进了全球消费市场的供需对接。”中国社科院中国式现代化研究院中外比较研究部主任、研究员徐秀军撰文指出,“消博会的成功举办,为中外企业架起了交流与合作桥梁,打造了‘买全球、卖全球’的消费枢纽,不仅展示了中国扩大高水平对外开放的决心,也为全球经济复苏注入了信心。“

  法国24新闻台报道也强调,中国在全球贸易格局中扮演重要角色。报道指出,欧盟委员会认为,中国在平衡全球贸易资金流动方面的重要性不容小觑。中国在钢铁、光伏等领域的产能调整将直接影响欧洲产业基金的资产配置。同时,中国贸易资金的转向也创造了结构性机会。中国作为世界制造业和出口大国,在近期一系列贸易重构中扮演着至关重要的角色,其政策选择与市场走向将直接影响其他区域的产业稳定与经济布局。

  “近几年,中国对全球经济增长的贡献率保持在30%左右,是世界经济增长的重要引擎。中国是全球多边贸易体系的坚定维护者和‘稳定器’,主张普惠包容的经济全球化,致力于通过贸易促进全球发展。中国将继续推进高水平对外开放,稳步扩大规则、规制、管理、标准等制度型开放,与世界各国共享发展机遇,实现互利共赢、共同发展。中国还将与相关国际组织加强沟通并积极配合,共同推动全球合作。”何茂春说,“当然,我们也要做好自己的事,比如,不断扩大内需、独立自主地发展国内产业链供应链体系、更好地运用互联网和人工智能技术等。做好自己,中国才能更好地为世界作出贡献。”

4月24日电,维生素概念股持续活跃,尔康制药(300267)、永安药业(002365)、河化股份(000953)、兄弟科技(002562)等涨停,新赣江(873167)、花园生物(300401)、浙江医药(600216)、亿帆医药(002019)等跟涨。

【板块涨停个股】

尔康制药(300267),涨停价:3.12元/股,市盈率:57.23,总市值:64.35亿。

【异动原因:饲料级维生素D3国内报价上调至600元/公斤】

4月24日,维生素概念股表现强势,尔康制药20CM封涨停,永安药业、河化股份等多股同步涨停;兄弟科技、花园生物等大幅跟涨。

涨停个股中尔康制药值得关注。该公司是国内品种最全、规模最大的药用辅料龙头企业,尔康制药近年来通过垂直产业链整合,构建了“原辅料+制剂”一体化商业生态。在维生素领域,公司已拥有复合维生素B片、维生素C、B1、B2、B12、B6等多个口服及注射剂型的批文,并持续推进维生素类注射液的一致性评价工作。

在疫苗辅料领域,尔康制药拥有40多种可供疫苗使用的辅料,适用于注射剂、口服制剂、颗粒剂、胶囊剂等多种剂型。药用辅料在疫苗生产中占比高达90%-99%,且国内企业正加速替代进口。

值得一提的是,其全资子公司近期通过药品GMP现场检查,新取得烟酸(维生素B3)的原料药生产资质。烟酸不仅是抗糙皮病的核心药物,更是合成烟酰胺(NMN)的关键中间体,而NMN作为抗衰老领域的热门成分,全球市场规模预计到2031年将接近68.7亿元。尔康制药有望通过切入高附加值的健康消费赛道,形成差异化竞争优势。

  诺基亚周四公布的第一季度利润远低于市场预期,并表示美国关税将对其第二季度利润造成短期干扰,预计影响在2000万至3000万欧元之间。

  2025年第一季度的可比营业利润降至1.56亿欧元(1.769亿美元),与分析师预测的2.4383亿欧元相比,不及预期36%。该公司的季度净销售总额为43.9亿欧元,同比下降1%,比分析师预期的44.1亿欧元低一档。

  尽管市场份额被北欧竞争对手爱立信夺去,但诺基亚在北美的销售额一直在稳步增长,这反映出市场在多年疲软之后重新恢复了活力。但现在,美国总统特朗普实施的全面关税可能会抵消这一趋势,因为企业可能会担心价格上涨而暂停订单。

  这家总部位于芬兰的公司还宣布与美国的T-Mobile公司续签多年战略合作伙伴关系,以扩大该运营商的5G网络覆盖。

  诺基亚确认了今年下半年的业绩展望,其中包括收购英飞朗。

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