“反向代购”折射中国市场活力（每月消费观察）

Group 1 - The core viewpoint is that there is a rising trend of American consumers purchasing goods from China, driven by lower prices and the convenience of "reverse purchasing" [1][2][3] - Alipay data shows that in the first half of April 2025, the spending of tourists in China increased by 150%, with American users spending twice as much compared to the previous year [1] - The trend reflects a shift from Chinese consumers buying global products to foreign consumers increasingly purchasing Chinese goods, indicating new vitality and opportunities in international trade and consumption [1][2] Group 2 - The growth of "reverse purchasing" is attributed to advancements in China's manufacturing sector, including improvements in product quality, technological innovation, and design capabilities [2] - The introduction of an upgraded tax refund policy for outbound tourists, allowing immediate refunds at the point of purchase, has further stimulated shopping enthusiasm among foreign visitors [2] - The changing international trade environment, particularly the imposition of tariffs by the U.S. government, has made Chinese products more appealing due to their competitive pricing and quality [3] Group 3 - China's economic report for April indicates a stable start to the year, with a 4.6% increase in retail sales of consumer goods, accelerating by 1.1 percentage points compared to the previous year [4] - Policies aimed at integrating domestic and foreign trade are being implemented, facilitating connections between supply and demand, and promoting the expansion of domestic markets for foreign trade enterprises [4] - The comprehensive industrial system in China enhances the competitive advantage of Chinese products, while diverse consumption scenarios highlight the potential of the Chinese market [4]