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Chinese Embassy rebuts Teodoro’s renewed allegations against released 70 Chinese workers; expert warns selective enforcement harms ties_我的网站

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一 |       7月末社融存量、M2增速均高于名义GDP增速  货币政策保持支持性立场 央行有望推出更多增量政策  中国人民银行日前发布的《2026年7月金融统计数据报告》显示,7月末,社会融资规模存量、广义货币(M2)增速均明显高于上半年名义GDP增速,社会融资条件处在比较宽松的状态,货币政策延续支持性立场。

二 | 业内专家普遍认为,货币政策有望在总量和结构性工具方面协同发力,推出更多增量政策,为经济稳中向好提供更有力支撑。  具体来看,7月末,社会融资规模存量达到463.27万亿元,同比增长7.4%,其中企业债券余额36.47万亿元,同比增长9.2%,政府债券余额102.68万亿元,同比增长14.1%。M2余额355.51万亿元,同比增长7.7%。月末人民币贷款余额282.29万亿元,同比增长5.1%。  “在企业债券融资、政府债券融资等分项同比多增带动下,7月社融时隔4个月再度恢复同比多增,支撑月末社融存量同比增速与上月末持平,结束了此前连续4个月的下行过程。

三 |     

    
Secretary of Defense of the Philippines, Gilberto Teodoro Jr., speaks during the 37th International Military Law and Operations Conference in Kuala Lumpur, Malaysia, on August 3, 2026. Photo: VCG
    Secretary of Defense of the Philippines, Gilberto Teodoro Jr., speaks during the 37th International Military Law and Operations Conference in Kuala Lumpur, Malaysia, on August 3, 2026. Photo: VCG
China's Embassy in the Philippines on Saturday rejected Philippine Defense Secretary Gilberto Teodoro Jr.'s renewed allegations over 70 Chinese workers at a steel plant in Mindanao who were arrested and later released, citing a prosecutorial resolution ordering their release while questioning the military's involvement, the workers' harsh detention conditions and possible selective law enforcement.
The statement came after Teodoro, who was sanctioned by China in June, accused the Chinese Foreign Ministry on Saturday of continuing to evade what he called the "crucial issue": whether the Chinese nationals arrested in the Philippines were involved in illegal activities, and whether Chinese embassy officials have intervened in local law enforcement processes, according to Philstar.
Ji Lingpeng, spokesperson for the Chinese Embassy in the Philippines, directly addressed both questions in Saturday's statement.
Ji noted that a May 28 resolution by Philippine prosecution authorities had found insufficient evidence to support allegations against the workers and ordered all 70 Chinese nationals to be released.
"Yet Teodoro continues to accuse them of engaging in illegal activities in the Philippines. Does he respect the rule of law and the decisions of the judiciary?" Ji asked.
Ji also questioned whether violations of Philippine law should be determined by the defense secretary or the country's judicial authorities.
"Secretary Teodoro's remarks are completely unfounded. They distort the facts and turn black into white," Ji said.
The embassy raised multiple questions about the May operation, which Ji said Teodoro had instructed the Philippine armed forces to join. The spokesperson asked why unarmed workers rather than those responsible for managing the plant had been detained, why only Chinese workers were arrested while Filipino employees were released at the scene, and why the Chinese nationals were transported to Manila aboard a military aircraft.
The embassy also said some workers had been instructed to put on personal protective equipment and pose for photographs during the raid, which were subsequently used in publicity surrounding the case.
Responding to Teodoro's claim that the embassy had intervened in Philippine law enforcement, Ji said anyone with a basic understanding of diplomacy would know that protecting the safety and legitimate rights and interests of its nationals is a fundamental responsibility of an embassy.
"Regardless of the reason a Chinese national is detained, the Chinese Embassy has the right and responsibility to conduct consular visits, provide consular protection, make communication with and demarches to relevant Philippine law-enforcement authorities to ensure humane, fair and just treatment of detained Chinese nationals," Ji said.
"We fully respect the Philippines' judicial sovereignty and the lawful handling of cases by its relevant law-enforcement authorities," Ji said. "If solid evidence proves a foreign national is in violation of Philippine law, he or she shall be brought to justice in accordance with the law. The same is true in China. However, we firmly oppose any discriminatory or selective law enforcement campaigns targeting Chinese nationals by the Philippine side out of political considerations."
The Philippine Department of National Defense responded in a separate statement on Sunday, claiming that "The Chinese Embassy's response does not contain any answers," adding that "this is, in legal practice, an implied admission of culpability," according to Inquirer.net.
All 70 Chinese nationals associated with the steel plant in Mindanao have been released, Xinhua News Agency reported in June. The Manila Times reported that they were released after authorities cited insufficient evidence of specific immigration and labor violations.
Renewing allegations against the Chinese workers after their release for insufficient evidence lacks justification, Chen Xiangmiao, director of the World Navy Research Center at the National Institute for South China Sea Studies, told the Global Times on Sunday.
Having a defense secretary personally direct the armed forces to participate in an operation targeting civilian workers departs from normal law enforcement procedures, Chen said. Teodoro's continued politicization of the case after the workers' release reflects an intensification of anti-China agitation by certain forces in the Philippines, he noted.
Selective investigations and enforcement targeting Chinese nationals are driven not by law but by political manipulation designed to cater to domestic anti-China sentiment, Chen said.
The trend shows that anti-China forces represented by Teodoro intend to continue fomenting hostility toward China, shaping negative public perceptions and provoking antagonism between the peoples of the two countries, with serious consequences for bilateral relations, he added.
The resulting hostile environment could also have severe negative consequences for Chinese investment in the Philippines and normal people-to-people exchanges, he said.
Chinese Foreign Ministry spokesperson Guo Jiakun said on Friday that "it's learned that it was exactly this defense secretary who personally led the armed forces to seize and detain Chinese nationals lawfully working in the Philippines. This person's consistent attacks and smears against China harm not only the bilateral relations. It is the interests of the Philippines and all its people that will bear the brunt."

四 | 总体来看,当前M2、存量社融增速显著高于上半年名义GDP增速,表明当前社会融资条件处在较为宽松的状态,货币政策保持支持性立场。”东方金诚首席宏观分析师王青表示。  不过业内专家也提到,主要受企业融资需求减弱、居民部门持续降杠杆等因素影响,7月人民币贷款继续处于“降速提质”过程。

五 |   “目前贷款利率呈现下行趋势,说明在供求关系作用下,贷款投放已经比较充分。贷款增速下降,与企业等经营主体融资方式变化有一定关系,在存量社会融资规模中,债券融资增速明显较高。社会融资规模全面反映了实体经济从金融部门获得的融资支持,其增速稳定说明金融对实体经济的支持是足够的。”中国邮政储蓄银行研究员娄飞鹏说。  王青认为,总体上看,7月新增信贷总量依然偏弱,贷款“降速提质”正在成为新常态。从结构上看,当前银行体系正顺应经济转型趋势,优化信贷投向。数据显示,7月末普惠小微等金融“五篇大文章”贷款增速明显高于全部贷款增速,当月新发放贷款加权平均利率降至历史低位,当前信贷投放结构优化,服务实体经济质效提升。  面对国内外经济金融形势的新变化,业内人士认为,央行有望推出更多增量措施。  央行日前发布的《2026年第二季度中国货币政策执行报告》(以下简称《报告》)提出,下阶段,将充分发挥各项存量政策效能,及时谋划出台务实管用的增量政策,加大逆周期调节力度,加力扩大内需、优化供给,推动经济持续向新向优向好发展。  同时,《报告》还要求发挥好货币政策工具总量和结构双重功能,落实好年初出台的一系列货币金融政策,不断完善工具设计和管理,扎实做好金融“五篇大文章”,加强对扩大内需、科技创新、中小微企业等重点领域的金融支持。

六 |   南开大学金融学教授田利辉认为,结合二季度货币政策执行报告的表态,预计央行政策重心将更多转向盘活存量、创新结构性工具以及配合财政发力。  “预计结构性货币政策工具将继续降价、增量、扩围,加大对科技融资、普惠金融的定向支持力度,推动新旧动能转换,提升金融服务实体经济质效。综合考虑经济运行态势及物价走势,预计三季度末前后以上增量政策有可能落地。值得注意的是,下半年政府债券发行会明显提速,8000亿元新型政策性金融工具将加快推进。这会带动政府债券融资恢复同比多增,并拉动配套贷款投放。由此,下半年社融有望恢复同比多增。”王青说。(记者 袁小康)。

七 |

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Published on:16:37:11


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