CBN丨Six trade powerhouses' exports grow from Jan-Apr, structure improves

2023年05月24日 20:06   21世纪经济报道 21财经APP   李莹亮
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 

  • China's major trade provinces saw exports grow in the first four months with improved structure;

  • Hong Kong leader said Cathay incident damages city's reputation and should not happen again.

Here’s what you need to know about China in the past 24 hours 

中国经济要闻

Six administrative regions in China, including Guangdong, Jiangsu, Zhejiang and Shandong provinces, as well as Beijing and Shanghai, have reported export growth in the first four months, with an improved structure. 

According to data released by local customs offices, foreign trade in each of the six regions exceeded 1 trillion yuan, with Guangdong hitting 2.5 trillion yuan, followed by Jiangsu, Zhejiang and Shanghai. Accounting for nearly 70 percent of China's total, the six provinces posted foreign trade growth rates higher than the national average of 5.8 percent over the period.

From January to April, Guangdong logged 2.5 trillion yuan in imports and exports, down almost 1 percent from a year ago. Exports rose by 5 percent to 1.7 trillion yuan while imports fell by 11 percent to 841.5 billion yuan.

Local customs said that imports and exports edged down from a year ago because of weakened overseas demand and a high base number from a year earlier.

In the first four months of this year, foreign trade in Jiangsu fell 2 percent to 1.6 trillion yuan but the pace of shrinking slowed from the first quarter. Zhejiang's value of shipments rose by 8 percent to 1.56 trillion yuan, growing faster. Jiangsu's exports even surged to a record high of 1.1 trillion yuan.

Shanghai boosted its foreign trade by 14 percent to 1.4 trillion yuan while Beijing added 7 percent to reach 1.2 trillion yuan, and both rates surpassed the national average of 5.8 percent. And Shandong’s imports and exports rose by 7 percent to 1.03 trillion yuan as collaboration with emerging markets deepened. 

According to data released by the major trade provinces, private enterprises have played a larger role in driving up foreign trade. For example, private firms' total trade in Guangdong reached 1.53 trillion yuan in the first four months, accounting for 60.5 percent of the province's total, official data showed.

In addition, the exports of the "new big three pillars" - electric vehicles, lithium-ion batteries and solar cells - posted remarkable performances over the period. Shanghai saw its exports in these sectors rise by as much as 274 percent year-on-year, according to data released by Shanghai customs.

The optimized structure reflects improved self-reliance in China's foreign trade sector, as export-oriented companies increasingly rely on self-owned brands, home-developed technologies and independent supply chains, experts noted.

六大外贸重镇前4月出口全部实现正增长,进出口总额占全国近七成。

近日,广东、江苏、浙江、上海、北京、山东等外贸重镇已公布前4月进出口数据,以人民币计算,四省两市进出口总值均突破万亿元,其中,广东进出口总值为2.52万亿元,四省两市进出口总值之和约占全国近七成。

四省两市进出口总值从高到低依次为广东、江苏、浙江、上海、北京、山东。

从进出口总值增速看,上海、浙江、山东、北京均有不同程度的增长,且增速均跑赢全国水平(5.8%)。从出口看,广东、江苏、浙江三省出口均突破万亿元,六省市出口增速全部为正,北京、上海、山东跑赢全国水平(10.6%)。

相较于一季度,江苏、浙江、上海前4月外贸回暖态势显著,其中,江苏的进出口总值增速降幅收窄,出口增速由负转正;浙江的进出口总值增速、进口增速、出口增速均在一季度为正的基础上继续提升;上海进出口总值增速提升10个百分点,特别是出口增速由负转正,提升17.7个百分点。

外贸第一大省广东今年1-4月进出口2.52万亿元,同比下降0.7%。其中,出口1.68万亿元,增长5.4%;进口8415亿元,下降10.9%。海关总署广东分署方面表示,整体数据微降,是受到海外需求走弱、高基数等影响。

另外两个外贸大省江苏、浙江数据显示外贸回暖。前4月,江苏、浙江进出口分别为1.62万亿元、1.56万亿元,增速分别为-2.1%、8.3%,从增速看,两省前4月数据比一季度回暖——江苏降幅收窄、浙江增速加快(一季度,江苏、浙江进出口增速分别为-6.7%、4.8%)。分开看,江苏出口1.06万亿元,增长4.4%,进口5597.9亿元,下降12.3%;浙江出口达1.15万亿元,同比增长9.8%;进口4009.8亿元,同比增长4.0%。其中,江苏出口创同期历史新高。

上海、北京今年1-4月进出口总值分别为1.39万亿元、1.19万亿元,增速分别为13.5%、7%,其中,上海出口5586.5亿元,增长16.3%,进口8345.7亿元,增长11.6%;北京进口9884.7亿元,增长4.6%,出口1984.8亿元,增长21.1%。从增速看,上海、北京的进出口总值、进口、出口增速均高于全国水平。

此外,山东省1-4月进出口1.03万亿元,同比增长7.2%。其中,出口6214亿元,增长11%;进口4123.9亿元,增长1.8%。进出口、出口、进口增速均高于全国水平。

计算发现,四省两市前4月进出口总值合计约达9.31万亿元,占全国(13.32万亿元)比重接近七成,体现几大外贸强省的实力。

从六省市数据看,民营企业对外贸的拉动作用明显。比如,广东民营企业保持第一大外贸经营主体地位。1-4月,该省民营企业进出口1.53万亿元,增长6.5%,占进出口总值的60.5%,比重提升4.1个百分点。江苏1-4月民营企业进出口6930.7亿元,增长13.3%,比重同比提升5.8个百分点至42.8%,拉动全省进出口增长4.9个百分点。浙江1-4月民营企业进出口1.24万亿元,同比增长12.7%,占全省外贸总值的80.0%,拉动全省进出口增长9.7个百分点。山东1-4月民营企业进出口7665.8亿元,增长10.4%,占全省进出口总值的74.2%,占比提升2.2个百分点。

此外,“新三样”出口显著增长,尤其以广东、上海表现亮眼。上海电动载人汽车、锂电池、太阳能电池“新三样”出口分别增长153.5%、274%、92.2%;广东分别增长9.5倍、35.4%、102.4%。

Moving on to regional highlights

区域观察

  • China has unveiled a plan for the coordinated development of the Beijing-Tianjin-Hebei region, stating that the region's level of coordinated industrial development will have improved significantly by 2025, the Ministry of Industry and Information Technology (MIIT) said on Tuesday. According to the MIIT, the Beijing-Tianjin-Hebei region has cultivated over 1,100 "little giant" firms as of the end of 2022, accounting for 12 percent of the country's total. Solid progress should be made in developing high-end, smart and green industries in the region, fostering quality enterprises, and building the region into a growth pole for the innovative development of advanced manufacturing and a demonstration zone for coordinated industrial development, the plan said.

    工信部推动京津冀产业协同发展:近日,工信部会同有关部门联合制定印发了《京津冀产业协同发展实施方案》。工信部负责同志23日在答记者问时表示,将积极协调推动京津冀三地产业协同发展,支持京津冀建立集群跨区域协同培育机制,聚焦集成电路、网络安全、生物医药、电力装备、安全应急装备等重点领域,着力打造世界级先进制造业集群。数据显示,目前京津冀产业协同发展取得积极进展。2022年,京津冀地区工业增加值实现25114.4亿元,是2013年的1.5倍,年均增长4.5%,占全国比重为6.3%。工信部负责人表示,新时期推动京津冀产业协同发展的主要目标是,到2025年,京津冀产业分工定位更加清晰,产业链创新链深度融合,综合实力迈上新台阶,协同创新实现新突破,现代化产业体系不断完善,培育形成一批竞争力强的先进制造业集群和优势产业链,对京津冀高质量发展的支撑作用更加凸显。

  • Suzhou was the fastest growing Chinese prefecture-level city in terms of population growth last year, thanks to its strong economy. Suzhou’s permanent resident population swelled by 63,200 people last year to 12.9 million, media reported today. This is the second year running that the municipality in Jiangsu province has ranked among the top two, as the city ranked first in terms of GDP among all prefecture-level cities last year with 2.4 trillion yuan and placed sixth nationwide. Chuzhou, Wuhu and Maanshan in Anhui province scored among the top 10, while Qujing and Yuxi in Yunnan province, Ordos in Inner Mongolia and three other cities in central and western China made it in the list.

    苏州去年人口增量居全国地级市第一:据媒体统计,2022年人口增长前十的普通地级市分别是苏州、滁州、芜湖、曲靖、玉溪、嘉兴、温州、鄂尔多斯、马鞍山、泉州。其中,苏州、滁州、芜湖、曲靖增量超过5万人。数据显示,2022年末,苏州常住人口1291.1万人,比上年末增长0.5%,增加了6.32万人。而2021年,苏州的人口增量居普通地级市第二位。2022年,苏州实现GDP23958.34亿元,在地级市中遥遥领先,且在全国所有城市中位列第六。从区域分布来看,前10位中,仅4个来自东部沿海地区,即苏州、嘉兴、温州和泉州;有6个城市来自中西部,即滁州、芜湖、曲靖、玉溪、鄂尔多斯和马鞍山。

Greater Bay Area, Greater future

新使命,大未来

  • Hong Kong Chief Executive John Lee on Wednesday expressed deep disappointment and indignation over claims of discrimination against Cathay Pacific passengers who don't speak English. "These disrespectful remarks and actions have hurt the feelings of both Hong Kong and mainland compatriots, and damaged Hong Kong's reputation for being respectful, courteous and inclusive,” Lee said. He also urged Cathay to review its training program and improve its service quality to ensure similar situations would not happen again. The airline's chief executive Ronald Lam on Wednesday again apologized for what happened. Three Cathay flight attendants have been fired over the incident. Lam also said the carrier will prevent a repeat of similar cases, and that he would lead a cross-departmental working group to conduct a comprehensive review to ensure that its staff provide high-quality services to all passengers. Three Cathay flight attendants have been fired over the incident. An audio clip of the incident went viral this week, in which a crew member appeared to refuse a passenger’s request for a blanket and mocked the traveler’s lack of English.

    李家超指国泰航空事件不容再发生:5月24日,香港特区行政长官李家超首次就国泰事件发声,表示对有关旅客在5月21日国泰航班CX987上的经历感到痛心。李家超表示,这些不敬的言行伤害了香港和内地同胞的感情,破坏了香港的尊重、有礼、共融的文化和价值观。他已向国泰航空行政总裁林绍波提出,此次事件属于严重事件,国泰航空需进行检讨,类似情况不容再次发生。国泰航空24日再就事件致歉。林绍波23日晚表示,国泰航空已完成对于事件的调查,并依据公司的规章制度,对3位涉事的空中服务员予以解聘。林绍波表示将亲自领导跨部门的工作小组做出全面检讨,重新审视国泰航空的服务流程、人员培训和相关制度,进一步提升国泰航空的服务品质,确保所有国泰员工必须尊重来自不同背景及文化的旅客,在所有的服务地区均提供专业且一致的服务。日前,有网友在社交平台发帖称,在搭乘国泰航空CX987航班时,有空乘人员歧视非英语及不懂粤语的旅客,态度相当傲慢,引发极大争议

Next on industry and company news

产业及公司新闻

  • China’s digital economy expanded by 10 percent last year to retain the second-largest position worldwide, according to official data. Chinese firms engaged in digital services added 50.2 trillion yuan to the economy in 2022, according to a report the Cyberspace Administration of China released on Tuesday. Productivity of such firms made up nearly 42 percent of the country’s GDP.

    我国数字经济规模达到50.2万亿元:5月23日,国家互联网信息办公室发布《数字中国发展报告(2022年)》显示,2022年,我国数字基础设施规模能级大幅提升,数字经济规模达到50.2万亿元,总量稳居世界第二,占GDP比重提升至41.5%。

  • JD.com has started presales for the 618 shopping festival last night, three days ahead of Alibaba's Tmall, and launched a ''double price difference compensation" within the "10-billion-yuan discount" program  in a bid to compete for buyers. During this year’s 618, the items on the discount program will be 10 times than the amount when it was launched in March, according to the Chinese e-commerce giant. A direct discount pricing mechanism is introduced to eliminate confusion in coupon selection, said the company late Monday. The mid-year shopping festival will officially run from May 31 until June 20.

    京东将迎来史上最大力度618:5月22日,京东宣布今年的“618电商节”将于5月23日晚8点开启预售,5月31日晚8点全面开启。京东表示,今年618是线上线下参与品牌商家数量最多的一届。此外,无论是在让利消费者还是让利合作伙伴的力度上,京东都达到了历史最高。具体到补贴措施上,在618前,京东推出了“单件到手价”功能,此功能旨在省去繁琐的算价步骤,直接带来价格直降。作为百亿补贴全面上线后的第一个618,京东方面表示,618期间参与百亿补贴的商品数量将达到3月的10倍以上,同时,京东还推出了“大家来找茬儿”活动,只要用户发现京东百亿补贴商品价格高于其他相应平台同款商品,提交赔付申请经后台确认后,就可获得双倍差价赔偿。

  • Suning.Com and Alibaba-backed Ele.me have reached a strategic partnership for which the Chinese retail giant will become the first large chain to feature on the takeout platform. The first batch of 600 Suning stores in 150 Chinese cities have landed on Ele.me, the retailer announced yesterday. The over 3,000 products available on the platform, including mobile phones, computers, and household appliances, can be delivered to customers in as little as 30 minutes, it noted. Suning is also launching a series of promotions until May 28, including free delivery fees, subsidies of up to 1,000 yuan for digital products and small home appliances for 1 yuan.

    苏宁易购与饿了么达成战略合作:5月23日,苏宁易购宣布与饿了么达成战略合作,成为正式入驻饿了么平台的首家家电3C品类大型连锁品牌。即日起,苏宁易购首批全国600家门店完成饿了么入驻,覆盖150余个城市。消费者登陆“饿了么”APP搜索“苏宁易购”,即可下单购买手机通讯、数码电脑、生活家电类等3000余种商品,全城最快30分钟送货到家。据饿了么与苏宁易购透露,2023年内双方预计还将进一步深化合作,计划实现门店入驻超过1000家。下一步,双方还将一同探索大家电即时配送服务新模式。据悉,入驻活动叠加618政策优惠,即日起至5月28日,苏宁易购饿了么全场免配送费,并加码手机电脑数码补贴至高1000元、爆款特价商品、“1元购”购小家电等消费者福利。

  • Alibaba Group Holding’s cloud computing arm has started downsizing, an insider said a week after a proposal to spin off the unit for an independent listing, media reported today. The report is aligned with Alibaba Cloud's response that the layoff is a usual practice. The internet giant optimizes its personnel every year and this time the adjustment of around 7 percent of Cloud Intelligence Group's staff started this month after the year-end bonus was paid in late April. Any remaining annual leave and seven-day family care leave will be compensated, the source added. 

    传阿里云将裁员约7%:5月23日,在3月底阿里巴巴集团启动内部改革,并推动阿里云分拆独立上市计划之后,据阿里云内部人士爆料称,阿里云已开始进行组织岗位和人员优化,此次整体裁员比例约为7%,补偿标准为N+1+1,未休的年假、陪伴假等均可折现。据悉,此次人员调整的时间为5月份,是在4月底发放完年终奖后启动的。对此,阿里巴巴集团回应称,“这只是正常的组织岗位和人员优化”。

  • The gaming arm of Alibaba Group was ordered by a court in Guangzhou to pay video-game giant NetEase 50 million yuan in damages after losing a copyright infringement case. Three Kingdoms Tactics is an adaptation of NetEase's Infinite Borders, so its developer Alibaba Lingxi Games will have to correct the game content and pay NetEase a 50 million yuan fine, NetEase announced yesterday, citing the ruling of the Guangzhou Internet Court.

    阿里旗下游戏被判赔偿网易5000万:5月23日,网易旗下游戏《率土之滨》和阿里灵犀互娱旗下《三国志·战略版》先后在微博上发表声明,公开两款游戏著作权诉讼一审结果。广州互联网法院判决认为,《三国志·战略版》系对《率土之滨》的改编,《三国志·战略版》需修改侵权内容,并向网易赔偿5000万元。

Switching gears to financial news

金融市场消息

  • Zhang Yiming, co-founder of ByteDance, the Chinese owner of short-video platform TikTok, has recently set up a personal investment fund in Hong Kong. Cool River Venture was founded on May 22, with Zhang serving as director, media learned from Hong Kong’s companies registry. Digital asset and blockchain firm Galaxy is the fund’s sole shareholder. Cool River Venture’s main investment focus is technology-related industries, according to a source.

    张一鸣在港成立个人投资基金:24日消息,媒体从香港公司注册处网站获悉,字节跳动创始人张一鸣在香港成立了一家个人投资基金。该基金名为Cool River Venture,性质是私人股份有限公司,2023年5月22日生效。基金由张一鸣担任董事,唯一股东为Galaxy LLC,持股比例为100%。消息人士透露,该基金的主要投资方向是科技相关行业。

Wrapping up with a quick look at the stock market

股市收盘情况

  • Chinese stocks fell on Wednesday, extending declines from the previous session as consumer and financial shares slipped. The benchmark Shanghai Composite erased all its gains for the year, diving 1.3 percent, while the Shenzhen Component lost 0.8 percent. Hong Kong shares also declined, with the Hang Seng index sinking 1.6 percent and the TECH index slumped 2 percent.

    A股港股继续震荡收跌:周三A股大盘全天震荡调整,沪指跌超1%,逼近3200点。截至收盘,沪指跌1.28%,深成指跌0.84%,创业板指跌0.36%。北向资金全天净卖出44.82亿元。港股恒指收跌1.62%,恒生科技指数收跌1.99%。

Biz Word of the Day

财经词汇划重点

  • "Little giants" are companies that specialize in a niche sector, command a high market share and boast strong innovative capacity and core technologies. To be designated a little giant, a company must operate in strategically important industries, which includes software and artificial intelligence. They also need to be able to “fix weaknesses” in the domestic supply chain, according to the application form from the Ministry of Industry and Information Technology (MIIT).

    专精特新“小巨人”企业是中小企业群体中的优秀代表,是高质量发展的标志。作为中小企业中的佼佼者,“小巨人”企业评选要经过3项分类指标、6项必备指标等评价要求,包括专业化程度、创新能力、经济效益、经营管理以及聚焦制造强国网络强国等方面。“小巨人”企业是具有三类“专家”特征的企业。

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.

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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

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