CBN丨LAC becomes second-largest destination for China's outbound investment

2023年05月25日 20:22   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 

  • LAC region has become the second largest destination for China's investment as BRI cooperations deepen;

  • Great Wall Motor accuses two BYD hybrids of failing to meet pollutant emissions standards as competition intensifies.

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

中国经济要闻

Latin American and Caribbean region has become the second-largest destination for China's overseas investment, according to the China-CELAC Private Sector Forum held on Wednesday in Dongguan, Guangdong province.

In 2022, China-LAC trade reached $485.7 billion, up 7.7 percent year-on-year. More than 3,000 Chinese enterprises operate in the LAC region, including many private ones.

Xu Lejiang, executive vice chairman of the All-China Federation of Industry and Commerce (ACFIC), one the forum’s organizers, said China is pursuing high-quality development and high-level opening-up, which will surely bring more opportunities to LAC countries and the rest of the world.

Xu said when conducting economic, trade, and investment cooperation with LAC countries, Chinese private enterprises should actively shoulder social responsibilities and contribute to the steady and long-term development of China-LAC friendly cooperation.

Trades between Guangdong and the region have witnessed steady growth, as their trade volume exceeded $65.5 billion in 2022, up 9.5 percent year-on-year, data released at the forum showed.

With the active participation of private enterprises, Guangdong has continuously strengthened its friendly exchanges, economic cooperation and trade cooperation with Latin American and Caribbean countries in recent years. The province and CELAC have paired 18 cities with sister cities, and 11 Latin American countries have established consulates general in Guangzhou, capital of Guangdong.

In 2022, the added value of Guangdong's private economy was 6.98 trillion yuan ($989.23 billion), and the total import and export value of the province's private economy was 4.87 trillion yuan, according to the provincial government.

Guangdong will continue steadfastly promoting high-level opening-up, and building a market-oriented, law-based and internationalized business environment to deepen its private economic cooperation with Latin American and Caribbean countries.

5月24日,首届中拉民营经济合作论坛在广东省东莞市举行。

据论坛介绍,2022年中国同拉美和加勒比地区贸易总额再创新高达到4857.9亿美元,其中粤拉贸易额同比增长9.5%、超655亿美元,占中拉贸易额的八分之一,广东还与拉美地区缔结友城18对,有11个拉美国家在广州设立总领事馆,双向投资稳步增长,合作平台逐步多元。

拉美是21世纪海上丝绸之路的自然延伸,“一带一路”建设的重要参与方。截至目前,已有21个拉美和加勒比国家与中国签署了共建“一带一路”合作文件,中拉合作达到前所未有的新高度。如今,中国农业技术和优质果蔬品种正踏上加勒比海岛,墨西哥牛油果、智利车厘子、秘鲁蓝莓、乌拉圭牛肉、厄瓜多尔玫瑰等拉美农副产品不断进入中国市场,越来越多的拉美企业在找寻“中国机遇”。

全国工商联常务副主席徐乐江在致辞中指出,中国正在推动高质量发展和高水平对外开放,以中国式现代化全面推进中华民族伟大复兴,必将为包括拉美和加勒比国家在内的世界各国带来更多机遇。新形势下,中拉民营经济合作要深化务实合作,不断释放合作潜力。

秘鲁外贸旅游部外贸副部长梅拉表示,在对外贸易领域,中国无疑是秘鲁的战略伙伴,2022年贸易数据显示,中国已成为秘鲁出口货物的主要目的地市场,占秘鲁出口总额的33%,同时也是秘鲁进口货物的主要来源国,占比约为25%;仅在过去五年时间里,双边贸易增长了50%以上,从2018年的230亿美元增长到2022年的340多亿美元。

“中拉合作基金一期的投资领域主要包括能源资源、基础设施、现代农业、制造业、科技创新、信息技术六大领域。”中拉合作基金CEO雷文弢表示,目前基金一期已完成10个项目的出资,累计出资额约7亿美元,涉及巴西、阿根廷、秘鲁、哥伦比亚、牙买加等多个国家,其中,民营企业或混合所有制企业项目3个,总额达到2.3亿美元。

此次论坛以“携手共进、共创未来——新形势下中拉民营经济合作的机遇与挑战”为主题,由全国工商联、广东省人民政府主办,广东省工商联、东莞市人民政府、全联新能源商会、全联旅游业商会承办。

来自拉美和加勒比国家驻华使节,部分政府机构、工商联、商会负责人,有关金融机构和智库代表,以及中拉民营企业代表共200人出席此次论坛。

Greater Bay Area, Greater future

新使命,大未来

  • Macau's GDP soared 39 percent in the first quarter of 2023 on the year, for its first positive growth in five quarters, and rebounded to 66.4 percent of its pre-pandemic level, the SAR's statistic department said on Thursday, bolstered by a revival in visitor numbers and higher spending. The number of inbound tourists in the first quarter surged by 1.6 times to reach 4.95 million. As a result, total exports of services rose by 71.5 per cent year-on-year, while imports of services increased by 24 percent. The value of Macao's retail sales for the first quarter totaled 24 billion patacas ($2.97 billion), up by 29.3 percent year-on-year and jumped by 62.3 percent from the previous quarter. 

    澳门首季GDP同比升近四成:澳门特区政府统计暨普查局25日公布的数据显示,受惠于入境防疫措施放宽、港澳全面恢复人员往来、内地赴澳团队旅游重启等利好因素,2023年第一季度澳门本地生产总值按年实质上升38.8%。与2019年一季度相比,澳门经济总量恢复至当期的66.4%。数据还显示,2023年一季度入境澳门旅客人次达494.8万,同比增加1.6倍,为2019年同期旅客量的48.4%,带动博彩服务出口及其他旅游服务出口分别上升100%及72.9%,整体服务出口上升71.5%;服务进口亦上升24.0%。澳门一季零售业销售额按年上升29.3%至240.0亿澳门元,按季度升62.3%。

Next on industry and company news

产业及公司新闻

  • Chinese fuel-car giant Great Wall Motor is making its conflict with local new energy vehicle (NEV) giant BYD public, as the competition between the two grows fiercer. Great Wall Motor has filed a report with Chinese regulators against BYD, alleging that the latter's Qin Plus DM-i and Song Plus DM-i use normal-pressure fuel tanks and are suspected of having substandard evaporative pollutant emissions, according to a statement today. BYD then responded with a statement on Weibo saying that its products and testing meet national standards and that the company is firmly opposed to any form of unfair competition. BYD said the test vehicles did not meet the status required by Chinese national standards for submission for testing, therefore the result should be deemed invalid.

    长城实名举报比亚迪:5月25日,比亚迪、长城汽车两大汽车厂商股价午后双双下挫。25日上午,长城汽车股份有限公司发布《声明》,就比亚迪秦PLUS DM-i(产品型号:BYD7152WT6HEVC2)、宋PLUS DM-i(产品型号BYD6470ST6HEV2)采用常压油箱,涉嫌整车蒸发污染物排放不达标的问题进行了举报。目前,长城汽车正在密切关注该案的立案及处理进展。随后,比亚迪汽车官方发布声明称,“坚决反对任何形式的不正当竞争行为,并保留法务诉讼的权力。”比亚迪方面表示,经了解,长城所说的情况,测试车辆由长城购买、保管并安排送检,中汽中心(天津)按长城的要求进行了相关项目的检测。测试车辆严格来说,不符合国标要求的送检状态,即应由第三方抽样、保管及送检,并要求完成3000公里磨合后测试,而长城送检的车辆在检测时,里程仅为450-670公里。鉴于以上,公司认为其检测报告无效,长城不能以此作为依据。

  • Shares in TCL Zhonghuan Renewable Energy Technology advanced today after the world’s second-biggest solar wafer maker said it is teaming up with Saudi Arabian clean energy developer Vision Industries to construct the Middle Eastern country’s first solar wafer factory. TCL Zhonghuan will provide the production tech and Vision Industries will leverage its local resources and experience of investing in renewable energies, such as solar, wind and hydrogen, to ensure the construction and operation of the solar wafer plant, the firm announced yesterday. 

    TCL中环拟合资沙特建厂:中国上市公司TCL中环新能源科技股份有限公司24日发布公告称,公司与Vision Industries Company(下称“Vision Industries”)讨论拟共同成立合资公司并在沙特阿拉伯投资建设光伏晶体晶片工厂项目,经友好协商于当日签署合作条款清单,推动合作项目进程。公告显示,Vision Industries注册地为沙特阿拉伯,其主营业务为新能源全产业链投资开发,包括太阳能光伏、风能、氢能、储能等。

  • The cloud computing arm of Chinese e-commerce giant JD.com has lowered the price of many of its core services, including storage, security and cloud computing, in order not to be left behind as rivals Alibaba Cloud and Tencent Cloud offer substantial discounts. JD Cloud has trimmed the price of its standard cloud hosting service to 2,053 yuan per year, 233 yuan lower than “certain competitors,” the company said on its Wechat account. Its 10 million risk identification service is now available for 60,000 yuan a year, 4,000 yuan below these rivals. And if that is not enough, if a lower price be found, it will beat it by 10 percent.

    京东云掀云厂商比价大战:5月23日,继阿里云、腾讯云、移动云等宣布产品降价后,京东云宣布其全系核心产品参与比价,承诺“买贵就赔”,其全系核心产品的官网列表价均低于特定云厂商官网对标的产品列表价格;实际成交单价将在特定云厂商实际成交最低单价的基础上再打九折。例如,云主机通用标准型g.n3.large(2C8G)京东云官网价格为2052.86元/年,特定云厂商最低价为2285.28元/年;风险识别1000万次京东云官网价格为60000元/年,特定云厂商最低价为64000元/年。

  • Wanda Group has denied a report that the cash-strapped Chinese real estate developer plans to boost liquidity by selling 20 shopping malls for up to 16 billion yuan in wealthy areas such as Shanghai, Zhejiang, and Jiangsu, seeking a valuation of about 700 to 800 million yuan for each. It follows a string of negative publicity in which the developer has been reported to be laying off staff and to be in talks with major Chinese banks about extending loans. Wanda said today the report was “untrue”.

    万达否认甩卖20座万达广场:5月24日市场消息称,万达集团正在考虑评估出售上海、江苏、浙江等地20家购物中心,每个项目寻求约7亿~8亿元的估值,其中上海一家购物中心的售价可能高达10亿元。如果成功出售,或可回笼140-160亿元的资金。但在25日早间,万达集团透过官网发布消息称,网传“160亿销售20个万达广场”为不实消息。此外,消息称,万达集团正在和境内银行谈判,延期偿还今年到期的贷款本金。 

  • Shares of Jinko Solar moved up after the Chinese solar panel manufacturer said it will build a pioneering 56 billion yuan industrial park for photovoltaics in northern China. The company will construct a production base in Shanxi province to make products along the PV industry chain, including silicon single crystal rods, wafers, and modules, with an annual capacity of 56 gigawatts at each step, the firm said in a statement yesterday.

    晶科全球最大N型一体化基地落户山西:5月24日,晶科能源股份有限公司发布公告称,公司与山西转型综合改革示范区管理委员会签订投资协议,拟在山西综改区规划建设年产56GW垂直一体化大基地项目。这将是全球首个包含硅片、电池、组件的“超级一体化”太阳能工厂,也将是行业最大的N型一体化生产基地。根据公告,该项目分四期建设,建设周期两年,包含56GW单晶拉棒、56GW硅片、56GW高效电池和56GW组件一体化产能,总投资约560亿元。

  • The Chinese arm of US e-commerce giant Amazon announced that it will no longer run the domestic marketplace that allows shoppers to buy from local sellers as it downsizes operations in the country. Amazon China said in a statement on Wednesday that its online store Amazon.cn will cease operation from July 17, but Chinese shoppers will still be able to order goods from Amazon's global store. Amazon announced last June to stop supplying its Kindle e-readers to retailers in China and would stop selling ebooks in the country at the end of this June.

    亚马逊中国官网7月17日起停运:5月23日,美国电商龙头亚马逊突然宣布退出中国市场,将从7月17日起,停运亚马逊中国官网“Amazon.cn”,并暂停向卖家提供该平台的服务。据悉,亚马逊应用商店此次在中国市场停运不影响其在其他区域的运营,其他用户仍可通过亚马逊应用商店获取他们所需的应用程序。去年6月,亚马逊Kindle官方正式宣布,将于2023年6月30日停止Kindle电子书店在中国的运营,届时用户将不能购买新电子书。 

Earnings reports express

财报速递

  • Chinese handset maker Xiaomi returned to profit in the first quarter, while its revenue fell in the period amid lower smartphone sales. Net profit was 4.2 billion yuan in the first quarter, versus a net loss of 587 million yuan a year earlier, the firm announced yesterday. Revenue fell 18.9 percent to 59.5 billion yuan. But adjusted net profit rose 13.1 percent to 3.2 billion yuan, thanks to a decline in related costs, Xiaomi said. Its revenue from the smartphone business plunged 23.6 percent to 35 billion yuan in the first quarter from a year ago, as phone shipments declined 21.1 percent to 30.4 million. Meanwhile, the average price of Xiaomi cellphones sold in the Chinese mainland rose over 18 percent. And the overall gross profit margin rose 2.2 percentage points to a record 19.5 percent thanks to cost reductions. The company invested 1.1 billion yuan in the electric vehicle business and other new initiatives for the quarter. Company president Lu Weibing said Xiaomi plans to start a new round of testing for its EVs during the summer and winter, adding that car-making progress was in line with expectations.

    小米Q1营收超预期:小米5月24日发布2023年第一季度未经审计的业绩数据,公司该季度实现收入594.77亿元,非国际财务报告准则下净利润为32.33亿元,同比增长13.1%,环比上涨121.3%,收入和经调整净利润均超市场预期。报告期内,小米智能手机业务的收入为350亿元,同比下降23.6%,IoT与生活消费产品收入为168亿元,同比下降13.6%,互联网服务收入也同比下降1.2%至70亿元。但高端战略上,小米在中国大陆地区智能手机ASP同比增长超18%,人民币4000-5000元价位段中国大陆地区安卓智能手机销量排名第一,市占率同比提升至24.1%,这也带动小米盈利能力进一步释放。财报显示,小米智能手机业务的毛利率为11.2%,环比提升3.1个百分点,集团整体毛利率达19.5%,创历史新高。此外,小米集团总裁卢伟冰透露,造车业务会按照原计划进行,在时间进度上将符合或略超预期。

  • Shares of Xpeng Motors plunged after the Chinese NEV startup said its net loss widened 37.4 percent to 2.3 billion yuan in the first quarter, versus 1.7 billion yuan a year earlier, the firm said yesterday. Revenue fell nearly 46 percent to 4 billion yuan. Gross margin came in at only 1.7 percent in the first quarter, compared with 12.2 percent a year earlier. Xpeng delivered 18,230 cars in the first quarter, down 47.3 percent from the same period last year. Revenue from car sales dropped 49.8 percent to 3.5 billion yuan. It also lowers the expectation for its second-quarter deliveries to between 21,000 and 22,000 units and revenue down by as much as 39.5 percent to 4.5 billion yuan.

    小鹏Q1营收大降46%:5月24日晚间,小鹏发布2023年一季报,相关财务指标持续恶化,公司营收同比下降45.9%。财报显示,公司该季度净亏损23.4亿元,上年同期净亏损17亿元, 市场预期净亏损21.07亿;一季度小鹏汽车实现营收40.3亿元,低于市场预期,同比下降45.9%。值得注意的是,小鹏汽车今年一季度的毛利率仅为1.7%,而去年同期这一数据为12.2%。一季度,小鹏汽车总交付量为18230辆,较前一季度下降17.9%。小鹏汽车预计,第二季度营收45亿元至47亿元,同比减少约36.8%至39.5%;预计汽车交付量将介乎2.1万辆至2.2辆,同比减少约36.1%至39%。

Wrapping up with a quick look at the stock market

股市收盘情况

  • Chinese stocks extended rout on Thursday as overseas funds were net sellers of onshore stocks for a third straight day. The benchmark Shanghai Composite shed 0.1 percent and the Shenzhen Component fell 0.2 percent. Hong Kong’s Hang Seng index tumbles 1.9 percent to below 19,000 mark, and the TECH index dropped 2.3 percent.

    沪指险守3200点、恒指创年内新低:周四A股大盘全天探底回升,创业板指相对偏强,沪指险守3200点。截至收盘,沪指跌0.11%,深成指跌0.22%,创业板指跌0.05%。沪深两市今日成交额8569亿,较上个交易日放量542亿。北向资金全天单边净卖出95.62亿元,连续3日大幅减仓累计超220亿元。港股恒指跌1.93%,失守19000点,创年内新低,恒生科技指数跌2.25%。

Biz Word of the Day

财经词汇划重点

  • Evaporative emissions are the result of gasoline vapors escaping from the vehicle's fuel system. In a typical system, vapors from the fuel tank and carburetor bowl vent (on carbureted vehicles) are ducted to canisters containing activated carbon. The vapors are adsorbed within the canister, and during certain engine operational modes fresh air is drawn through the canister, pulling the vapor into the engine, where it burns.

    蒸发排放是指存储在燃油系统的燃油,其碳氢化合物通过渗透和蒸发的方式排放到大气中;以及汽车其它塑料件、橡胶件、轮胎、内饰零件、油漆、化学涂层、润滑脂、密封件等材料的背景碳氢排放。

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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策划、编辑:李艳霞 

播音:李莹亮

撰稿:李莹亮

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