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关税战中美“接触”,但仍要有底线准备
吴晓波频道· 2025-05-02 15:53
Core Viewpoint - The article emphasizes the importance of internal coordination and policy improvement in stabilizing confidence amid external crises, particularly in the context of U.S.-China trade relations and tariffs [1][7]. Group 1: U.S.-China Trade Relations - Following the U.S. government's announcement of "reciprocal tariffs" on Chinese goods, there have been multiple discussions, but China has maintained a stance of non-engagement until substantial actions are taken by the U.S. [1][3]. - A shift occurred on May 1, indicating that China is open to discussions with the U.S. regarding tariffs, which have significantly impacted both markets [2][3]. - The Chinese government and enterprises are preparing for the worst while also developing comprehensive strategies to address the external crisis [4][5]. Group 2: Policy Measures and Support - The Chinese government is implementing a "three increases and three reductions" strategy to support foreign trade enterprises, which includes increasing financial support and reducing costs for struggling businesses [8][9]. - Specific measures include financial incentives, tax relief, and expedited approval processes for businesses transitioning from export to domestic sales [10][18]. - The government has also initiated a cross-border trade facilitation action plan, focusing on optimizing export supervision and logistics [25][26]. Group 3: E-commerce and Market Adaptation - E-commerce platforms are playing a crucial role in assisting foreign trade enterprises by providing rapid onboarding services and tailored support for domestic sales [33][35]. - Companies are encouraged to adapt their products and marketing strategies to fit local markets, as different regions have varying consumer behaviors and regulatory requirements [69][72]. - The use of AI tools is highlighted as a means to enhance operational efficiency and reduce costs for foreign trade enterprises [75]. Group 4: Future Outlook and Market Diversification - The article suggests that companies should diversify their markets to reduce reliance on the U.S. and explore opportunities in Southeast Asia, Europe, and other regions [45][67]. - There is a growing trend for Chinese enterprises to establish their brands in the U.S. and invest in local operations, moving beyond mere production capabilities [77][78]. - The importance of understanding local market dynamics and consumer preferences is emphasized for successful international expansion [80].
“一动一静”看外贸破局之道
Jing Ji Ri Bao· 2025-05-01 22:04
美国关税大棒落地后,一股托举我国外贸企业的合力迅速形成。与一些人预想中企业会手足无措的场景 相反,"一动一静"两幅截然不同的画面令人印象深刻。 一边,很多美国消费者坐不住了,多个中国电商平台APP在美国的下载量节节攀升,反应更快的消费者 甚至掀起了到中国扫货的"反向代购"热潮;另一边,不少我国外贸企业主一如既往地淡定、忙碌。"我 们靠能力,客户离不了""我们跟全世界做生意",处变不惊的态度背后,是这些企业快速反应能力与韧 性的体现。"动"与"静"之间,尽显"中国制造"的国际竞争力。 实事求是地看,我国外贸企业并非没有受到影响。尽管这些年我国对美国市场的依赖度明显降低,但高 企的关税仍是实实在在的压力。在2024年我国对美出口的5246亿美元商品中,手机、电脑等各类机电产 品是重要门类,纺织品、玩具、家具等劳动密集型产品也占比不低。这些行业涉及的就业人口庞大、中 小企业数量多,稳住外贸企业的重要性不言而喻。 外贸企业该如何突围?这些天,相关的讨论有很多,比如与客户协商分担成本、拓展新市场、"出口转 内销"、重新布局供应链等,办法不少,有些瞄准眼下,有些着眼长远。不同企业受到的影响不同,采 取的措施各异,但共通之 ...
ST易购2025年一季报简析:营收净利润同比双双增长,应收账款上升
Zheng Quan Zhi Xing· 2025-04-30 23:36
Financial Performance - ST Yigou reported a total revenue of 12.894 billion yuan for Q1 2025, an increase of 2.5% year-on-year [1] - The net profit attributable to shareholders reached 17.96 million yuan, showing a significant increase of 118.54% compared to the previous year [1] - The gross profit margin was 20.37%, down 7.89% year-on-year, while the net profit margin improved to 0.19%, up 135.25% [1] Financial Metrics - Accounts receivable increased by 43.23% year-on-year, reaching 3.542 billion yuan [1] - Total expenses (selling, administrative, and financial) amounted to 2.65 billion yuan, accounting for 20.55% of revenue, a decrease of 10.94% year-on-year [1] - Earnings per share (EPS) was 0.00 yuan, an increase of 118.87% year-on-year [1] Debt and Cash Flow - The company reported a decrease in cash assets, with monetary funds at 11.927 billion yuan, down 13.64% year-on-year [1] - Interest-bearing liabilities decreased by 7.86% to 40.046 billion yuan [1] - The cash flow situation is a concern, with operating cash flow per share at 0.1 yuan, down 34.35% year-on-year [1] Business Model and Strategy - The company relies heavily on research and marketing to drive performance, indicating a need for careful analysis of these drivers [3] - ST Yigou has launched the "Foreign Trade Quality Products Revitalization Plan" to support foreign trade enterprises in expanding into the domestic market [4] - The plan includes streamlined processes for online store setup and offers operational training and support for foreign trade companies [4]
灯具厂做好“两手准备”,京东:今年大促将推外贸转内销专场
Nan Fang Du Shi Bao· 2025-04-30 11:44
Core Insights - The article discusses the impact of U.S. tariffs on global trade and how companies, particularly in the lighting industry, are pivoting from export to domestic sales in response to these challenges [1][2]. Group 1: Company Responses - Guangzhou Home Lighting E-commerce Co., Ltd. is shifting its focus from exporting to the U.S. to domestic sales due to tariffs, with a current inventory of 10,000 ceiling fans that are difficult to export [1][2]. - JD.com has initiated a support plan with a special procurement fund of 200 billion yuan to assist foreign trade enterprises in transitioning to domestic sales, attracting nearly 3,000 companies seeking collaboration [1][3]. - The company is providing various incentives, including traffic support, store management, free training, and advertising subsidies to help lighting companies adapt to the domestic market [3][4]. Group 2: Market Trends - The lighting industry is experiencing a shift, with companies like Dongguan Huayi Color Landscape Craft Co., Ltd. exploring both domestic and international markets, indicating a dual strategy to mitigate risks from U.S. tariffs [2]. - JD.com reported that its online lighting segment holds a 23% market share, with a projected sales growth of 12% in 2024, highlighting the potential for domestic market expansion [3]. - The company is actively engaging with local governments and industry associations to facilitate the transition for brands previously focused on exports, having reached out to 500 brands and communicated about nearly 20,000 products [3][4]. Group 3: Future Outlook - JD.com plans to host a special event during the 618 shopping festival focused on foreign trade enterprises transitioning to domestic sales, emphasizing content and traffic support [5]. - Companies are optimistic about exploring Southeast Asian markets despite current challenges, indicating a willingness to adapt and seek new opportunities [5].
江门外贸优品全城欢购季活动暨蓬江区商圈促消费活动来了!
Nan Fang Du Shi Bao· 2025-04-30 08:25
南都讯 4月30日上午,2025年江门外贸优品全城欢购季活动暨蓬江区商圈促消费活动启动仪式在蓬江区 幸福里一楼外广场举办。蓬江区委书记李志坚、江门市政府副秘书长岑明俸出席活动并致辞。 本次活动由蓬江区人民政府、江门市商务局、江门市贸促会联合主办,旨在助力江门市外贸企业出口转 内销,抢抓加力扩围实施消费品以旧换新的政策机遇,大力拓展国内市场。活动时间将持续至5月2日。 岑明俸在致辞中对蓬江区积极发挥江门市中心城区的关键作用、大力促进消费增长和外贸出口转内销表 示充分肯定,他呼吁内、外贸企业要加强合作,整合资源,实现优势互补、协同发展,共同开拓国内市 场,为消费者带来更多实惠。 李志坚表示,蓬江区将一如既往当好"服务员",以实际行动赋能商圈焕新,始终坚持以创新为驱动,谋 划打造百亿商圈。 多家龙头企业线上线下展销 拓展国内市场 本次活动设立"外贸优品专区",吸引了大冶摩托、建雅摩托、科业电器、贝尔斯顿电器、浩盈家居用 品、恒隆家居创新用品等江门市多家外贸龙头企业参与,集中展销摩托车、风扇、小家电、五金不锈钢 制品、家居用品等优质产品,助力江门市外贸企业拓展内销市场。 现场设置"京东助力江门企业外贸出口转内销展示区 ...
多方合力支持“出口转内销” 让外贸优品在国内市场扎根
Zheng Quan Ri Bao Wang· 2025-04-30 02:25
江苏省商业联合会发起"积极扩大外贸商品内销渠道,实现双循环新发展"的倡议,在商品引进、柜台销 售、货架陈列、资金结算、市场营销等方面,对受影响的企业给予帮助。 中国信息协会常务理事、国研新经济研究院创始院长朱克力在接受《证券日报》记者采访时表示,当前 各地各部门支持"出口转内销"的政策组合拳,是一次双循环协同的战略突围。首先,搭建展销平台、发 放消费券、开放绿色通道等举措是为外贸企业创造软着陆的缓冲带,既解决库存压力,又试探市场"水 温";其次,直接补贴企业参展费用、联动国企民企搭建全渠道销售体系等举措直击外贸企业转内销面 临的国内分销网络和品牌认知不足等痛点;最后,同线同标同质政策,则从生产端打破内外销市场壁 垒,让转型不再停留于清库存的权宜之计。 中国国际经济交流中心经济研究部副部长刘向东对《证券日报》记者表示,面对复杂多变的国际经贸环 境,各地纷纷采取有力有效的措施,帮助外贸企业纾困解难,尤其在拓展多元化市场方面和出口转内销 方面实施诸多便利化政策,在商品引荐、资金结算等方面给予受损外贸企业倾斜,助力企业克服难关, 真正让外贸优品在国内市场扎根。 今年《政府工作报告》明确,支持内外贸一体化发展,加快解决 ...
产业链易被转移的企业如何应对关税冲击? “椅业之乡”安吉提供了一些经验和教训
Xin Lang Cai Jing· 2025-04-30 01:08
Core Viewpoint - The furniture industry in Anji is facing challenges due to the ongoing tariff war with the United States, leading companies to consider relocating production to Vietnam to maintain competitiveness and meet customer demands [1][2][3]. Industry Overview - Anji is recognized as the "hometown of Chinese chairs," with over 1,200 chair manufacturing enterprises and 313 large-scale companies as of 2022. The annual output value of the chair industry exceeds 40 billion yuan, accounting for one-third of the domestic market and half of the national export volume [2][3]. - The chair production process involves 35-55 components, including various materials such as steel, plastic, and wood [2]. Market Dynamics - The share of exports to the U.S. is significant, with approximately 30% of Anji's orders coming from this market. However, companies are currently experiencing order suspensions due to tariff uncertainties [2][3]. - The industry has seen a decline in output value, dropping from a peak of 53 billion yuan in 2020 to around 35-38 billion yuan in recent years, partly due to competition from lower-end products produced in Hebei [2][3]. Competitive Landscape - Anji's chair industry is facing competition from regions like Guangdong and Zhejiang, where production standards vary. Guangdong's products are often more expensive, while Zhejiang's are competitively priced [3]. - There is a growing concern that the production chain may shift to Vietnam, as clients are increasingly exploring alternatives to Chinese manufacturing [3][4]. Production Challenges - Despite concerns about production efficiency in Vietnam, the younger workforce there is seen as a potential advantage. However, the supply chain in Vietnam is still developing, with certain manufacturing processes lacking [4][5]. - Companies are hesitant to invest in Vietnam due to past experiences of difficulties and uncertainties in production timelines and material availability [6]. Government Support - The local government is actively promoting export-to-domestic sales strategies and providing support for businesses to adapt to changing market conditions. This includes training programs and financial subsidies for participation in international trade events [7][8]. - However, there is skepticism about the effectiveness of transitioning to domestic sales, as the market is already dominated by established brands [8][9]. Future Outlook - The industry is exploring new markets and platforms, such as Alibaba's international trade initiatives, to reach consumers directly and improve profit margins [9][10]. - Companies like Henglin Co. have established a strong presence in international markets, which may insulate them from the impacts of the tariff war [10]. - The overall sentiment in the industry is cautious, with many companies waiting to see how the tariff situation evolves before making significant changes to their operations [11][12].
深度|外贸企业调研!“出口转内销”成效初显,迅速破局有“三点”……
证券时报· 2025-04-30 00:25
自美国挥舞关税大棒以来,我国部分外贸企业受到了一定冲击,与此同时,各方的帮扶举措也如"雪片般"涌向这些企业。 证券时报记者近期走访多个"出口转内销"展销会以及对接会获悉,国内大型商超、电商平台正积极帮助外贸企业拓宽内销渠道,"出口转内销""内外贸一体化"等举 措的成效初步显现。不过,帮扶仅是短期纾困下的"救急"之举,从长远看,"出口转内销"是一项系统性工程,需要外贸企业在产品适应性、品牌建设等方面开展系 统性变革,从"救急"转向常态化运营,以适应国内市场需求。 多方助力解燃眉之急 4月27日,大润发上海大宁店的一楼中庭,正在举行一场百货"外贸优品中华行"巡展销售活动,涵盖厨具、锅具、整理收纳、户外用品等商品,不少消费者正在选 购。大润发全国百货商品部总监秦聪接受证券时报记者采访时透露,因受顾客欢迎,原本计划4月25日就结束的巡展销售活动,延期到5月3日,后续还有望在大润 发其他门店开展。 秦聪向记者透露,截至4月27日,大润发自4月13日启动"外贸优品中华行"项目以来,共收到157家外贸企业的提报,目前达成意向合作的有91家,其中52家已经达成 立项合作。 京东出口转内销扶持计划深圳负责人介绍,京东预计一年投 ...
“反向代购”折射中国市场活力(每月消费观察)
Ren Min Ri Bao· 2025-04-29 22:14
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]
从“救急”转向常态化运营 外贸企业转内销逐见成效
Zheng Quan Shi Bao· 2025-04-29 21:13
Core Insights - The article discusses the impact of U.S. tariffs on Chinese foreign trade enterprises and the subsequent support measures being implemented to help these companies transition from export to domestic sales [1][2][3] - It highlights the initial success of initiatives like "Export to Domestic Sales" and "Integration of Domestic and Foreign Trade," while emphasizing the need for long-term systemic changes within foreign trade enterprises to adapt to domestic market demands [1][5] Group 1: Support Initiatives - Major domestic supermarkets and e-commerce platforms are actively assisting foreign trade enterprises in expanding their domestic sales channels, with initiatives showing early positive results [1][2] - The "Export to Domestic Sales" project by RT-Mart has received proposals from 157 foreign trade companies, with 91 expressing intent to cooperate, and 52 already establishing partnerships [2] - JD.com plans to invest 200 billion yuan in domestic procurement of export products over the next year, providing various support measures to facilitate the transition for foreign trade enterprises [3][7] Group 2: Market Adaptation - Foreign trade enterprises are facing challenges in adapting their products to meet domestic consumer preferences, necessitating changes in product design and marketing strategies [5][8] - Companies like Zhejiang Wei Laoda are adjusting their product lines to better align with domestic market demands, indicating a shift from a focus on export markets to local consumer needs [6][8] - The need for foreign trade companies to familiarize themselves with domestic market rules and enhance their online operational capabilities is emphasized as a critical factor for successful market entry [7][8] Group 3: Sales Performance - The "Export to Domestic Sales" initiatives have led to significant sales successes, such as the rapid sale of 9,000 units of a ceramic product within 11 hours on JD's platform [4] - Companies like Qingdao Litai Agricultural Products have successfully sold 1.2 tons of ginger on the first day of their product launch in RT-Mart, showcasing the effectiveness of these initiatives [2][4] Group 4: Long-term Strategy - The article stresses that transitioning from export to domestic sales is not a short-term endeavor but requires sustained investment and continuous transformation [7][8] - Companies are encouraged to develop a comprehensive understanding of domestic consumer preferences and to innovate in product design and branding to ensure long-term success in the domestic market [7][8]