稳外贸，这些城市出手了。 近日，苏州港管理委员会办公室发布消息，为支持外贸企业渡过难关，苏州港各集装箱码头对全市外贸 企业进出口重箱提供免费堆存3个月服务。 东莞出台30条举措促外贸稳增长，推动贸易与产业、进口与出口、"走出去"与"引进来"实现协调发展， 增强东莞外贸发展动能和产业发展韧性。 深圳发布10条稳外贸政策清单，帮助企业积极应对国际贸易形势变化，稳订单拓市场。 拿苏州港的集装箱免费堆存举措来说，直接击中外贸企业的痛点，尤其是其精准的时间窗口设计。 外贸企业面临的一大痛点在于货物积压导致经营成本增加，三个月的政策周期恰好覆盖外贸企业年中订 单交付高峰期，既在一定程度上缓解了企业的资金压力，又能形成对关键节点的有效支撑。 对中小外贸企业来说，这项措施更显温度，因为物流成本的降低意味着企业能够将更多资金投入新市场 的开拓，赢得更多主动。 为了保障企业正常运营，深圳提出要推动政策性出口信用保险机构在依法合规前提下，加大对美出口企 业在买家限额、理赔效率等方面的支持，力争实现对美出口业务"应保尽保"和理赔案件"应赔尽赔"。 缓解企业运营压力，东莞创新性提出"加大外经贸发展专项资金支持"。从保险、融资、结算全流 ...

Report Industry Investment Ratings No relevant content provided. Core Views - For Treasury bonds, expect increased volatility and remain cautious [6][7] - For stock indices, be optimistic about the long - term performance and wait for opportunities to go long [10][11] - For precious metals, the medium - to - long - term upward logic remains strong, and previous long positions can be held [12][13][14] - For rebar and hot - rolled coils, investors can look for short - selling opportunities on rebounds and participate with a light position [15][16] - For iron ore, investors can look for buying opportunities at low levels, and participate with a light position [17][18][19] - For coking coal and coke, investors can look for short - selling opportunities on rebounds and participate with a light position [20][21] - For ferroalloys, consider manganese silicon out - of - the - money call options at low levels and short - covering opportunities for silicon iron at the bottom, or consider out - of - the - money call options at low levels if there are large spot losses [22][23] - For crude oil, consider a long - biased operation on the main contract [24][25][26] - For fuel oil, consider a long - biased operation on the main contract [27][28][29] - For synthetic rubber, expect weak oscillations [30][31] - For natural rubber, expect weak oscillations [32][33] - For PVC, expect bottom oscillations [34][35][37] - For urea, expect short - term weakness [38][39] - For p - xylene (PX), expect low - level oscillations following the cost side, and operate with caution [40][41] - For PTA, expect bottom oscillations, and participate with caution [42] - For ethylene glycol, expect bottom oscillations, and participate with caution [43][44] - For staple fiber, expect bottom adjustments following the cost side, and participate with caution [45] - For bottle chips, expect low - level oscillations following the cost side, and pay attention to cost price changes [46][47] - For soda ash, expect short - term weakness [48] - For glass, expect a weak market sentiment [49] - For caustic soda, price fluctuations depend on supply - demand games, and beware of premature market movements [50][51] - For pulp, expect a weak and low - level repeated oscillation [52] - For lithium carbonate, expect a weak operation [53] - For copper, consider a long - biased operation on the main contract [54][55] - For tin, expect price oscillations, control risks in the short term, and wait for the release of risk sentiment [56] - For nickel, control risks in the short term, and wait for the macro sentiment to stabilize [57] - For industrial silicon and polysilicon, consider short - selling at high levels on rebounds [58][59][60] - For soybean oil and soybean meal, remain on the sidelines for soybean meal; for soybean oil, consider out - of - the - money call options at the bottom support range [61][62] - For palm oil, remain on the sidelines for now [63][64] - For rapeseed meal and rapeseed oil, consider the opportunity to widen the spread after the soybean - rapeseed spread narrows [65][66] - For cotton, wait to short sell the far - month contract at high prices after a rebound [67][68][69] - For sugar, remain on the sidelines [71][73][74] - For apples, consider going long at low prices after a pullback [76][77] - For live pigs, consider short - selling opportunities at high prices [78][79][80] - For eggs, wait for the release of the current market sentiment [81][82] - For corn, remain on the sidelines for now [83][84] - For logs, beware of a rapid decline if the reality is weaker than expected [85][86] Summary by Directory Treasury Bonds - The previous trading day saw a differentiated close of Treasury bond futures, with the 30 - year, 10 - year, 5 - year, and 2 - year main contracts having different price changes. The central bank conducted 250.5 billion yuan of 7 - day reverse repurchase operations, resulting in a net investment of 222 billion yuan [5] - The external environment is favorable for Treasury bond futures, but yields are relatively low. China's economy shows a stable recovery trend, and it is advisable to remain cautious [6] Stock Indices - The previous trading day saw slight oscillations in stock index futures, with different changes in the main contracts of various indices [8][9] - The first - quarter fiscal revenue decreased by 1.1% year - on - year, and expenditure increased by 4.2%. In March, total social power consumption increased by 4.8% year - on - year [9] - Although there are concerns about corporate profit growth and global recession, domestic asset valuations are low, and policies have hedging space. Be optimistic about the long - term performance of Chinese equity assets [10] Precious Metals - The previous trading day saw gold and silver main contracts with different price changes. The complex global trade and financial environment, potential monetary policy easing, and other factors are expected to drive up the price of gold [12] - Be optimistic about the long - term value of gold, and previous long positions can be held [13] Rebar and Hot - Rolled Coils - The previous trading day saw a slight correction in rebar and hot - rolled coil futures. The real - estate industry's downturn suppresses rebar prices, but the peak - season demand may provide short - term support. Hot - rolled coils may follow a similar trend. Steel prices are at a low valuation, and the downward space may be limited [15] Iron Ore - The previous trading day saw a slight correction in iron ore futures. The increase in iron ore demand and the decrease in imports and port inventory support the price. The valuation is relatively high among black - series products. Consider buying at low levels [17][18] Coking Coal and Coke - The previous trading day saw weak oscillations in coking coal and coke futures. The supply of coking coal is loose, and the transaction atmosphere has weakened. The shipment of coke has improved, but the possibility of further price increases is low. Consider short - selling on rebounds [20] Ferroalloys - The previous trading day saw slight declines in the main contracts of manganese silicon and silicon iron. The supply of manganese ore may be disturbed, and the demand for ferroalloys is weak while the supply is relatively high. Consider options opportunities based on different situations [22][23] Crude Oil - The previous trading day saw INE crude oil rise and then fall. Speculators increased their net long positions in US crude oil futures. The number of US oil and gas rigs decreased, and OPEC deepened its production - cut agreement. Consider a long - biased operation [24][25][26] Fuel Oil - The previous trading day saw fuel oil rise and then fall. Asian fuel oil demand is unlikely to increase sharply. The sales of marine fuel oil in the UAE's Fujairah Port recovered in March. Consider a long - biased operation as the market may be oscillating upward [27][28][29] Synthetic Rubber - The previous trading day saw a decline in the main contract of synthetic rubber. Supply pressure persists, demand improvement is limited, and it may maintain weak oscillations [30] Natural Rubber - The previous trading day saw different price changes in the main contracts of natural rubber and 20 - number rubber. Global supply is expected to increase, demand is affected by tariffs, and it may maintain weak oscillations [32] PVC - The previous trading day saw a decline in the main contract of PVC. Supply pressure eases marginally, demand recovers weakly, and it may oscillate at the bottom [34][35][37] Urea - The previous trading day saw an increase in the main contract of urea. In the short term, it may oscillate weakly. Agricultural demand is in a lull, and new production capacity is being released [38] P - Xylene (PX) - The previous trading day saw an increase in the PX2509 main contract. PX装置 maintenance and downstream PTA load reduction. It is expected to oscillate at a low level following the cost side [40][41] PTA - The previous trading day saw an increase in the PTA2509 main contract. Supply and demand fundamentals have few contradictions, and it may oscillate at the bottom [42] Ethylene Glycol - The previous trading day saw a decline in the main contract of ethylene glycol. Supply improves due to coal - based plant maintenance, but demand is weak. It is expected to oscillate at the bottom [43][44] Staple Fiber - The previous trading day saw a decline in the staple fiber 2506 main contract. Downstream demand is weak, and it may adjust at the bottom following the cost side [45] Bottle Chips - The previous trading day saw an increase in the bottle chips 2506 main contract. Raw material prices fluctuate, and it is expected to oscillate at a low level following the cost side [46][47] Soda Ash - The previous trading day saw a decline in the main 2509 contract of soda ash. Production and inventory are at high levels, and the market may remain weak in the short term [48] Glass - The previous trading day saw a significant decline in the main 2509 contract of glass. A production line changed its product type. Production lines are at a low level, and inventory changes little. The market sentiment is weak [49] Caustic Soda - The previous trading day saw a slight increase in the main 2505 contract of caustic soda. Production decreased last week, and demand has slightly improved. Price fluctuations depend on supply - demand games [50][51] Pulp - The previous trading day saw a decline in the main 2507 contract of pulp. Port inventory increased slightly, and downstream开工 rates varied. The market is expected to oscillate at a low level [52] Lithium Carbonate - The previous trading day saw a decline in the main contract of lithium carbonate. The trade tariff event affects demand, and supply remains high. It is expected to operate weakly [53] Copper - The previous trading day saw an upward oscillation in Shanghai copper. The price increased, and the spot market had limited supply. Consider a long - biased operation [54] Tin - The previous trading day saw an increase in tin prices. The Bisie tin mine may resume operation, and Indonesian mining costs have increased. Consumption data is good, and prices are expected to oscillate [56] Nickel - The previous trading day saw a decline in nickel prices. The US tariff event has a negative impact on the market. Supply is tightened, and cost support is strong, but demand may weaken in the off - season [57] Industrial Silicon and Polysilicon - The previous trading day saw a significant decline in the prices of industrial silicon and polysilicon. Supply and demand are imbalanced, and prices are expected to continue to bottom - out [58][59] Soybean Oil and Soybean Meal - The previous trading day saw declines in soybean meal and soybean oil main contracts. Brazilian soybean production is high, and domestic supply is abundant. Consider different strategies for soybean oil and soybean meal [61][62] Palm Oil - Malaysian palm oil had a slight decline. Domestic imports decreased, and inventory is at a low level. Remain on the sidelines for now [63][64] Rapeseed Meal and Rapeseed Oil - Canadian rapeseed exports decreased. China has imposed tariffs on Canadian products, and domestic inventories are at high levels. Consider the opportunity to widen the spread [65][66] Cotton - The previous trading day saw a weak oscillation in domestic cotton. US cotton export sales increased, and the planting rate is lower than in previous years. Textile exports are affected by tariffs, and domestic demand is weak. Consider short - selling the far - month contract at high prices [67][68][69] Sugar - The previous trading day saw a strong oscillation in domestic sugar. Brazilian sugar production increased, and Indian sugar production was lower than expected. Domestic inventory is neutral, and it is advisable to remain on the sidelines [71][73][74] Apples - The previous trading day saw apple futures rise and then fall. Cold - storage inventory decreased rapidly, and the market sales are good. Consider going long at low prices after a pullback [76][77] Live Pigs - The previous day saw a slight decline in the national average price of live pigs. Demand is weak, and the supply pressure is increasing. Consider short - selling opportunities at high prices [78][79][80] Eggs - The previous trading day saw an increase in the average price of eggs in the main production areas. Egg production capacity is increasing, and consider waiting for the release of market sentiment [81][82] Corn - The previous trading day saw a decline in the corn main contract. The sales of the current season are almost over, and port inventory is high. Supply pressure exists in the short term, and consumption is slightly increasing. Remain on the sidelines for now [83][84] Logs - The previous trading day saw a decline in the main 2507 contract of logs. A tropical cyclone may affect shipments. Inventory is relatively neutral, and beware of a rapid decline [85][86]

4月18日晚间，"中国外贸第一城"再次出手了！ 深圳市商务局发布的消息显示，为深入贯彻落实中央经济工作会议精神，落实广东省委省政府和深圳市委市政府工作部署，积极防 范和化解外部风险和冲击，支持企业稳订单拓市场，根据《深圳市促进外贸稳定增长若干措施》《深圳市商务局关于服务企业拓展 市场的工作措施》等工作安排，深圳发布2025年深圳稳外贸支持政策要点。 值得注意的是，本次深圳发布的2025年深圳稳外贸支持政策要点共有十大举措，不少举措都是拿出"真金白银"做支持。 多项资金支持，最高奖励2000万元 据了解，深圳本次对不少企业拓展市场、项目建设、投融资都会给予资金支持。如对企业参展费，给予50%最高60万元的资助，建 设独立站最高予以100万元奖励，省级境外经贸合作区基础设施建设、园区公共服务平台建设以及组织园区招商活动的推介费用等 按照50%给予支持，最高资助2000万元。 具体来看，深圳本次主要有以下十大举措： 一、支持企业线下线上开拓市场 实施境外重点展会支持计划，全年支持企业赴境外参展211场，按照企业实际发生展位费的50%给予最高60万元的资助。支持企业开 拓国内市场，对组织本市企业参加市外国内展会的展位 ...

Group 1 - The China Council for the Promotion of International Trade (CCPIT) has implemented various measures to stabilize foreign trade in 2023, including organizing 107 delegations to 33 countries and regions for business negotiations in the first quarter [1][2] - In the first quarter, CCPIT approved 285 overseas exhibition projects, with 221 executed, involving 6,212 participating companies and an exhibition area of 86,500 square meters [2][3] - CCPIT emphasizes the importance of face-to-face meetings for fostering cooperation and has been actively supporting enterprises in participating in international exhibitions [2][3] Group 2 - CCPIT has received and approved 1,238 exhibition projects, focusing on service trade, green trade, and digital trade, with plans for exhibitions in various countries including the USA, Germany, and Indonesia [3] - A recent survey by CCPIT indicated that 76.1% of foreign trade enterprises have a positive or stable outlook for exports in the first half of 2025, with 53.8% reporting stable overseas clients [4] - CCPIT is also facilitating foreign investment by organizing promotional events in 25 countries and regions, and hosting high-profile international trade activities [4][5] Group 3 - CCPIT aims to enhance intellectual property services and provide comprehensive legal support for foreign trade enterprises, including compliance guidance and training on free trade agreements [5] - As of February 2025, the CCPIT system issued 431,900 various certificates, with non-preferential certificates valued at $21.498 billion and preferential certificates showing a 16.4% year-on-year increase in value [6]