Group 1 - The central political bureau meeting on April 25 emphasized the need for a more proactive macroeconomic policy, focusing on utilizing more aggressive fiscal policies and moderately easing monetary policies, including potential interest rate cuts and reserve requirement ratio reductions [1][2] - The meeting highlighted the importance of supporting foreign trade enterprises affected by tariffs, suggesting an increase in the unemployment insurance fund's stability return ratio for these companies [1][3] - There is a strong emphasis on expanding domestic demand and exploring new external markets, indicating a strategic shift to enhance the resilience of foreign trade enterprises amidst external shocks [1][3] Group 2 - The anticipated new round of incremental policies, including interest rate cuts and reserve requirement ratio reductions, is expected to be implemented in the second quarter [2] - The meeting's focus on external shocks, particularly the tariff situation, suggests that the challenges may persist longer than expected, requiring long-term preparations from businesses [2] - The first quarter saw China's goods trade imports and exports reach 10.3 trillion yuan, a year-on-year increase of 1.3%, with exports growing by 6.9%, demonstrating the resilience of China's foreign trade despite external pressures [3]
面对关税冲击,外贸企业怎么办?新一轮增量政策或将加快落地
Sou Hu Cai Jing·2025-04-29 02:12