11.06
·Reported
·Importance III
·Sources 1
·China
A report released by Bloomberg Economics on November 6 stated that if the Democratic Party slows down AI investment and data center construction after a major victory in the U.S. midterm elections, China's growth, which relies on AI hardware exports, will be hit. Net exports contributed nearly 40% of China's economic growth in the third quarter, and chips and computer products accounted for 40% of the year-on-year increase in exports in the first nine months.
11.06
·Reported
·Importance II
·Sources 1
·Tokyo, Japan
At the Bu Ming Bai Festival held in Tokyo, the Bu Ming Bai Podcast invited Professor Xu Chenggang to discuss the institutional logic behind China's economic growth and recession, as well as how ordinary people can cope, using his book 'The Institutional Genes' as a starting point.
11.05
·Reported
·Importance IV
·Sources 1
·Shanghai
On November 5, Ding Xuexiang, member of the Standing Committee of the Political Bureau of the CCP Central Committee and Vice Premier of the State Council, stated at the opening ceremony of the 9th China International Import Expo (CIIE) in Shanghai that the reason for the huge trade surplus is that China wants to import many products but cannot buy them, or is not allowed to buy them, and that normal trade in high-tech products is being interfered with. He also refuted claims that China is squeezing the economies of other countries.
10.31
·Reported
·Importance IV
·Sources 1
·China
According to the Associated Press, data released by China's National Bureau of Statistics on October 31 showed that the manufacturing PMI for October fell from 50.1 in September to 49.3, the new export orders index dropped from 50.0 to 48.7, and the production index fell from 51.7 to 49.8, indicating that factory activity has shifted from expansion to contraction.
10.26
·Reported
·Importance III
·Sources 1
·China
On October 26, Bloomberg reported on a Morgan Stanley study saying that the Chinese stock market may not have bottomed out yet, and that offshore Chinese stocks could fall another 10%–15% before approaching historically low valuations, with weak economic consumption, pressure on e-commerce, and fears of tax-triggered selling of trusts intensifying the adjustment.
10.25
·Reported
·Importance III
·Sources 1
·China
Bloomberg reported on October 25 that China's stock market has shrunk by about $3.5 trillion from its high earlier this year in May, with the CSI 300 index falling into a bear market the previous week, as weak consumption and price wars squeeze corporate profits.
10.24
·Reported
·Importance II
·Sources 1
·Germany
According to a Nikkei Asia report on October 24, against the backdrop of intensifying competition among Chinese automakers and Europe's expanding armaments, Volkswagen's 125-year-old plant in Osnabrück, Germany, plans to halt car production in the summer of 2027 and shift to producing air-defense equipment and parts. In cooperation with Rafael, it aims to retain about 1,200 of its 1,800 jobs. Stickers opposing the conversion to military production have appeared near the plant.
10.20
·Reported
·Importance IV
·Sources 1
·China
According to a Wall Street Journal report on October 20, China's GDP in the third quarter grew 4.5% year-on-year, with strong exports surging 36% year-on-year in September, and the trade surplus expected to hit another record.
10.15
·Developing
·Importance III
·Sources 1
Germany is pushing the EU to propose safeguard measures by the end of the year to impose quotas on Chinese imports of chemical products, machinery, and potentially pharmaceuticals, in addition to planned quotas on Chinese hybrid vehicles.
10.15
·Verified
·Importance III
·Sources 1
According to a report by the South China Morning Post, after successfully pressing China to cap its exports of hybrid vehicles to Europe at 350,000 units per year, EU member states are emboldened and have now reached a consensus on adopting a tougher trade stance toward China, preparing to speed up a series of follow-up unilateral actions.
10.15
·Reported
·Importance III
·Sources 2
·布鲁塞尔
On October 15, sources revealed that the European Commission has begun assessing import data for the chemicals, machinery and other industries, and von der Leyen proposed at the summit that safeguard and quota measures be taken to protect the relevant industries.
10.15
·Reported
·Importance III
·Sources 1
·China
On October 15, China's Ministry of Commerce commented on the China-EU understanding on export restrictions for hybrid vehicles, calling it "reciprocal and mutually beneficial" and saying it safeguarded the practical interests of Chinese enterprises.
10.15
·Reported
·Importance II
·Sources 1
·China
According to a report by The Economist on October 15, China's consumer-grade 3D printer industry is rising rapidly, with export value in the first half of this year up 90% year-on-year. Chinese companies' global market share has climbed from 19% to 96% over the past decade, with Shenzhen Creality, Anycubic, ELEGOO, and Bambu Lab dominating the consumer-grade market.
10.14
·Reported
·Importance IV
·Sources 1
·China
On October 14, according to a Financial Times report, data from the General Administration of Customs showed that exports in September grew 36.3% year-on-year in dollar terms, far exceeding the expected 25.7%; the month's trade surplus reached a record $133.5 billion, with the cumulative surplus for the first nine months at $938.1 billion. Chips and data processing equipment accounted for 17.9% of exports, exports to the US rose 39.6%, and exports to Europe rose 25.3%.
10.13
·Reported
·Importance III
·Sources 1
·Russia
Russian authorities announced a ban on the entry of trucks and special equipment models from several Chinese brands, including Dongfeng, Foton, XCMG and JAC, into the Russian market, citing reasons such as non-compliance with safety requirements.