新一轮“以旧换新”政策给企业带来正向预期，排产增量反映出企业信心

三星预计芯片行业复苏趋势将继续，主要由对生成人工智能的需求带动

近几年，中国光伏企业通过在东南亚投资设厂“曲线”出口美国，但美国扶持光伏本地制造决心强烈，新贸易保护措施或出炉

中国人民银行组织设计了支持人民币现金支付标识，引导经营主体自愿张贴

钢铁行业生产、需求规模上升，受访者对于行业传统旺季持不同态度。新能源汽车价格战持续

推荐：英国《金融时报》与OpenAI达成战略伙伴关系；沃兰特完成亿元融资；北京车展“老外”多

怎样实现“以和为贵、以稳为重、以信为本”？

推荐：茅台将换帅 51岁张德芹拟出任董事长；中国会否允许特斯拉的完全自动驾驶科技在国内运行？外交部回应；楼市政策宽松预期上升 地产股全线大涨；干预缺位 日元对美元跌破160；4月财新中国制造业PMI今日发布

电动自行车存量达到3.5亿辆，每年还在以5000万的数量激增，大量老旧电池、劣质电池、改装电池安全风险极高。2022年全国接报电动自行车（电动助力车）火灾1.8万起，比2021上升23.4%；2023年接报2.1万起，同比上升17.4%

长远来看，政府应将行业演变交给市场去决定，既有助于市场公平，也有助于市场整合，会形成比现在少但比现在更有竞争力的企业

推荐：一季度波音亏损收窄16.47% 空客盈利增28%；票房｜五一档预售破1.4亿元 三部新片临阵撤出

日本的新版出口管制规定将至5月25日向公众公示，并在此后的正式公布后的2个月后生效

推荐：“沪深股通”年内北向净买入达720亿 超去年全年逾六成；汽车以旧换新细则出台 补贴金额7000元起；马斯克“意外”访华 会推动FSD落地吗？

中国工程院院士郑纬民认为，改善国产AI平台的生态系统，不是很抽象的事情，就是要做好10个软件

中国利用外资规模在2022年之前稳步增长，但2022年之后增速出现大幅下降；外资大幅减持房地产、金融行业，但同时回流制造业和技术服务业，特别是高技术产业引资增速成为亮点

• In 2024, China's central economic meetings highlighted challenges of overcapacity in certain industries. High-level visits and discussions with the U.S. and Germany focused on capacity issues, leading to new bilateral mechanisms for economic balance and growth discussions.
• Rapid export growth in sectors like electric vehicles and photovoltaics has drawn global attention to China's production capabilities, raising concerns about overcapacity despite a strong market demand projected for the future.
• Discussions around capacity utilization rates reveal varying standards across industries and countries, with no universal benchmark for ideal rates. China's industrial capacity utilization hit a low in early 2024, prompting debates on whether emerging industries can be judged by current supply-demand metrics alone.

• The practice of "parallel car exports" from China, where traders buy new cars domestically and sell them as used cars abroad, has seen a significant increase in recent years. This surge was particularly notable following the Russia-Ukraine conflict in February 2022, which led to a demand gap in Russia due to international sanctions and withdrawal of foreign car manufacturers.
• In response to the booming market, Chinese traders exploited regulatory loopholes and tax differences within the Eurasian Economic Union countries (including Kazakhstan and Kyrgyzstan) to export cars more profitably. However, by early 2024, Russia began tightening regulations, closing loopholes that allowed for cheaper customs processes through intermediary countries.
• Despite these challenges, parallel car exports have become a substantial part of China's trade with Russia, prompting both small and large-scale traders to adapt their strategies. The industry is moving towards more regulated practices with increased costs and longer capital turnover times due to new Russian import policies.

• Xiaomi launched its first car, the SU7, on March 28, 2024, sparking interest in the new energy vehicle market. The insurance costs for the SU7 are comparable to those of a fuel vehicle priced over 500,000 yuan, with premiums ranging from 7,000 to 9,900 yuan depending on the model.
• New energy vehicles (NEVs) face higher insurance rates and claim frequencies compared to traditional fuel vehicles. Insurance companies often operate at a loss in this segment due to high risk and payout rates associated with NEVs. Regulatory adjustments aim to address these issues by optimizing insurance mechanisms for NEVs.
• A draft notice from China's financial regulatory authority proposes expanding the pricing autonomy for NEV insurance by adjusting the autonomous pricing coefficient range from 0.65-1.35 to 0.5-1.5, allowing insurers more flexibility in setting premiums based on risk levels and potentially reducing instances of coverage denial.

多个省级政府都已经意识到，海外仓是跨境电商出口的重要基础设施，纷纷加大力度建设“公共海外仓”