过去十年，中国女性收入的趋势以及女性的消费倾向均呈现出较快提升态势

李显龙称：“很多时候，并不是领导人令人失望，而是整个体系都失败了”，“像新加坡这样的小国，我们能犯错的余地为零。”

化解房地产等重点领域的风险，难以仅靠市场化的出清方式，应介入公共资金的力量，加大总量性政策的支持力度，而政策有效落地的关键在于实现利益相关方的激励相容

仔细比对日本出海经验，并穿透到企业出海的微观逻辑之后，会发现真正促成企业出海的并不是国内产能过剩这一因素本身

澳大利亚央行维持利率在12年高位，符合市场广泛预期，同时维持中性立场

中国数字经济在国际上的领先优势正在减退，与最强者的差距有逐渐拉大之势。这与近些年中国对数字经济的整治、中美地缘政治等一系列问题都有关。我们必须紧跟领先国家的脚步快速发展，否则前有强敌后有追兵，压力会更大

欧洲经济表现长期不佳，但仍有理由对其抱有期望，今年晚些时候，前景可能会好转

美国净人口流入成倍上升，2023-24每年达到330万，净移民大幅上升缓解“劳工荒”，提振总需求，降低通胀

汇率对经济规模的影响在2024年还会继续，因此要特别关注最近美元利率走势的变化和美元兑其他主要货币的汇率的变化

对一些基本的宏观数据进行科学、准确的研判和厘清，这样才能更好地把握国际政治经济格局和中国经济实际发展状况，树立信心

对于电力负荷7%-9%的增长或仍处于紧平衡状态，叠加今年云南水电仍有不确定性，不排除在用电高峰时期出现局部间歇性电力紧张

• In Ethiopia, a significant transformation is underway as the country embraces industrialization and opens its economy to foreign investment, particularly from China. The Addis Ababa-Djibouti Railway, a flagship project of the China-Africa "Belt and Road" initiative, has become a vital corridor for trade and transportation, significantly reducing travel time between Ethiopia and Djibouti from seven days to just ten hours. This transnational railway not only facilitates economic development but also serves as a model for infrastructure-driven growth in Africa.
• Chinese enterprises have played a crucial role in Ethiopia's industrial sector, especially in manufacturing, by establishing industrial parks and special economic zones that attract investment and create jobs. These efforts are supported by both governments' commitment to fostering an all-weather strategic partnership focused on mutual benefit and cooperation. The success stories of Chinese companies in Ethiopia highlight the potential for further economic collaboration between China and African nations.
• Despite challenges such as inflation, foreign exchange shortages, and security issues, Chinese investors remain optimistic about Ethiopia's market potential. Initiatives like Huawei's ICT talent development programs and Transsion Holdings' dominance in the smartphone market underscore the diverse opportunities available. The upcoming GADA Economic Zone project exemplifies the ongoing collaboration aimed at enhancing Ethiopia's position as a manufacturing hub in East Africa and promoting sustainable economic growth through infrastructure investment and technology transfer.

【本文系数据通用户提前专享】非洲之角的亚吉铁路“交钥匙”，为中国对外互利合作提供了立体样本

当前中国经济虽然面临下行压力，但政策的回旋余地仍然很大，未来需要坚决避免走向“下策”，而用“中策”来争取时间，最终用“上策”来化解中国的经济结构问题

较晚的初婚年龄或在一定程度上推迟初育年龄、降低总和生育率。东亚女性工作、育儿“难两全”的状态或在一定程度上降低其生育意愿

消费者同生产者一样，也是市场主体，既要坚持不干预企业依法经营的原则，也要确立不干预、少限制消费的原则；对商品房的限购政策正在逐步地放宽，相信今后还会继续放宽

回溯香港房价和政策周期过去40年的历史，地产政策连续的调整可能会在效果上成为房价周期转向的“最后一根稻草”，但两者并没确定的因果关系

得益于海外直营收入大幅增长、TOP TOY收入创历史新高，叠加产品结构优化调整优化，高盈利能力产品占比提升，名创优品毛利率创下历史新高

• China aims for about 5% economic growth in 2024, supported by improved economic environment, unleashing domestic demand potential, and favorable macroeconomic policies. Challenges include insufficient effective demand, weak social expectations, and various risks.
• Key reforms for enhancing internal demand, optimizing structure, boosting confidence, ensuring livelihoods, and mitigating risks include improving long-term mechanisms for expanding domestic demand, accelerating the construction of a unified national market, implementing "two unwaverings" systems for state-owned and private enterprises, and advancing scientific innovation and financial reforms.
• Innovations are crucial for high-quality development; however, China's innovation capability faces challenges such as an unsuitable talent cultivation system, inadequate incentive mechanisms in research institutions, the limited role of enterprises in innovation, an unfit financial system for innovation funding, and micro-mechanisms that do not support innovation.

改革发展面临新的形势，在一定程度上，不深化改革就难以构建新发展格局、推动高质量发展