海南重磅封關!日本升息的蝴蝶效應!台灣與新加坡會「被世界繞開」嗎?FT.【蘇恆 × 岩論】| 野禮會客室 @yantalk9906

蘇恆政經觀察 December 24, 2025
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野禮限量茶連結 要買要快!!! https://d.weimob.com/d/1_11_vzasf5 海南重磅封關!日本升息的蝴蝶效應!台灣與新加坡會「被世界繞開」嗎? 題目一:海南省正式封關! 未來海南要起飛? 題目二:日本升息也救不了日本經濟? 題目三:大陸出口超過一兆美元 到底是好還是壞? 相關新聞一:海南自由貿易港啟動全島封關 可享零關稅優惠政策 中國海南自由貿易港18日起正式啟動全島封關,在海南島內可以享受零關稅等優惠政策。 據新華社等報導指出,封關是海關術語,代表海南全島成為一個「境內關外」區域,是進一步擴大開放,「零關稅」商品範圍擴大到6600多個稅目。 預計封關首日,海南洋浦港、三亞鳳凰國際機場等對外開放口岸,集中進口原油、醫療設備、航材、食品原料等零關稅貨物,總貨值超過人民幣5億元。 報導並形容,封關是海南自貿港新階段的開始,成為「新時代中國改革開放的示範」。 至此,進口徵稅商品目錄、貨物流通稅收政策、禁限清單、加工增值內銷免關稅政策、海關監管辦法等一系列封關政策及配套文件同步實施。 海南省政府16日發布通告,稱按照中共中央決策部署,自12月18日起,海南自貿港正式封關。目前海南全島8個對外開放口岸(「一線」)和10個面向內地的「二線口岸」都已做好封關準備工作,進行了多場壓力測試。(經濟日報12/18) 相關新聞二:升息救日元還是傷經濟?日銀政策走鋼索 《CNBC》報導,日銀 (日本央行 / BOJ) 周四 (18 日) 展開今年最後一次貨幣政策會議,市場普遍預期,央行將在周五 (19 日) 宣布升息,把政策利率調升至接近 30 年來高點,進一步推動貨幣政策正常化。不過,在日本經濟表現疲弱之際升息,也引發外界對景氣承壓風險的關注。 根據 LSEG 資料顯示,市場目前預估日銀升息的機率高達 86.4%,政策利率可能調升至 0.75%,將創下 1995 年以來最高水準。分析指出,升息有助於支撐日元、抑制通膨,但也可能進一步拖累已出現萎縮的日本經濟。(yahoo12/18) 相關新聞三:不用擔心中國順差突破一兆美元!經濟學人:此舉是傷己不傷人 根據《經濟學人》報導,去年全球只有 19 國 GDP 超過 1 兆美元,中國海關 12 月 8 日公布的數據更顯驚人:今年前 11 月商品淨出口已突破 1 兆美元,創下歷史新高,無懼美國關稅,但龐大順差引發全球焦慮。 法國總統馬克宏本月訪問北京時表示,目前累積的失衡無法持續。高盛 (GS-US) 最近一份關於中國出口實力的報告標題是「以鄰為壑」,批評中國把經濟問題轉嫁給其他國家。12 月 10 日,國際貨幣基金 (IMF) 也呼籲中國修正失衡問題。 #政治 #時事 #國際 #經濟 #台灣 #海峽 #兩岸 #野禮 #會客室 #蘇恆 成為這個頻道的會員並獲得獎勵: https://www.youtube.com/channel/UCUNciDq-y6I6lEQPeoP-R5A/join 合作信箱:[email protected] 我的FB:https://zh-tw.facebook.com/SuuHengg/ 每月贊助:https://streamlabs.com/suhengobserved

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