中国的经济发展要融入世界经济体系，自然需要更加包容和开放，坚持全球化，促进数据流动。中国需要建构一种数据流动的新秩序，并提出自身方案

4月新增社融和M1同比负增，有偶然因素影响，也提示一个更为重要的宏观趋势，地方政府预算外杠杆收敛

任建新曾一手操盘中国迄今最大规模海外并购案，但先正达集团终因举债过高、业绩不振在五年A股上市路上铩羽而归

提升出海竞争力的关键在于，海外渠道建设以及中高端产品力；在发达国家医药市场增速放缓趋势下，新兴市场显现较大增长潜力

近三分之一的独角兽企业来自以大模型和自动驾驶等为代表的智能技术领域

配额逐步收紧的预期之下，今年以来碳价已上涨三成，较2021年7月开市时翻番

相较于2021年的首轮集采，接续采购引入“复活”中选规则，周期延长至三年半；业界期待生物类似药集采扩围

中国的经济发展要融入世界经济体系，自然需要更加包容和开放，坚持全球化，促进数据流动。中国需要建构一种数据流动的新秩序，提出自身方案

• Social security payment bases are increasing across various regions due to annual adjustments based on local average wages, which have been rising in recent years. This increase is causing higher costs for businesses and individuals, adding pressure to employment costs.
• In response to economic challenges and calls from businesses for reduced burdens, some local governments have implemented measures such as temporarily lowering medical insurance rates for employees. For example, Shanghai has reduced the rate from 10% to 9%, effective March 2024.
• Despite these reductions in medical insurance contributions, the overall burden of social security payments remains high due to the rigid increases in pension contribution bases. This situation is particularly challenging for small and medium-sized enterprises and flexible employment individuals who face significant financial strain from these adjustments.

• The EU has launched an investigation into Chinese wind turbine manufacturers under its Foreign Subsidies Regulation (FSR), citing concerns about subsidies and market distortion. This follows similar actions against other Chinese industries like electric vehicles and photovoltaics.
• Chinese wind turbines are reportedly priced 50% lower than European-made ones in the EU market, with payment terms extending up to three years, which is seen as a significant competitive advantage that the EU attributes to subsidies.
• In response, China argues that its competitiveness in the wind energy sector is not subsidy-driven and criticizes the EU for protectionism. The ongoing dispute highlights broader geopolitical tensions and challenges in global trade relations between China and the EU.

• Ken Griffin, founder of Citadel Investment and Citadel Securities, is one of the most successful hedge fund managers globally. As of 2023, Citadel manages $61 billion with a 38% return in 2022, making it the highest cumulative return hedge fund historically. Citadel Securities has become a leading market maker in the U.S., handling about $400 billion in trades daily.
• Griffin has donated $1.56 billion across various sectors including education and politics, and is a major donor to the Republican Party. He recently contributed $5 million to Nikki Haley's presidential campaign.
• Griffin's views on China are positive; he participated in the China Development Forum (CDF) in Beijing and plans to expand Citadel's footprint in China by bidding for Credit Suisse Securities (China). His approach emphasizes leveraging technology and talent for business growth, evidenced by hiring experts like Zhao Peng as CEO of Citadel Securities.

新一轮贸易保护主义袭来，正处于“出海”窗口期的中国风电企业危中寻机

【本文系数据通用户提前专享】新一轮贸易保护主义袭来，正处于“出海”窗口期的中国风电企业危中寻机

如何看待中美竞争、先进科技、中国竞争力及进入中国市场

【本文系数据通用户提前专享】如何看待中美竞争、先进科技、中国竞争力及进入中国市场

【本文系数据通用户提前专享】企业减负和基本养老制度的可持续性如何兼顾？

渡边努表示，过去10年，日本央行实施的包括负利率在内的极度宽松货币政策，并没有将日本从30年的慢性通缩中拉出来，日本最终是靠新冠疫情、俄乌冲突等外部因素，从慢性通缩中走出

货币供给增速加快，但通胀数据却持续低迷，通胀去了哪里？

尽管2024年中美利差将逐步收窄，但人民币低息融资成本优势仍有望在较长一段时间内维持，境外发行人的发行意愿有望稳步提升

受文旅火爆影响，东北和中西部等部分城市招聘需求增长，服务消费行业表现突出；蓝领与技术技能岗位处在需求高位