Core Viewpoint - The article highlights the significant shift in China's foreign trade landscape, driven by external pressures such as tightening U.S. tariffs and domestic consumption upgrades, leading to a strategic pivot from export to domestic sales for foreign trade enterprises [2][3][6][18]. Group 1: External Factors Impacting Foreign Trade - Recent U.S. tariff policies have directly impacted export-dependent foreign trade companies, leading to a decline in exports [2]. - In the first quarter of 2025, China's exports to the U.S. fell by 12%, with electronic and machinery sectors being the most affected [3]. Group 2: Domestic Market Dynamics - The domestic consumer market is experiencing a shift from quantity to quality, with a growing demand for high-cost performance and differentiated products [5]. - As of October 2024, China's online shopping user base exceeded 900 million, with an average annual consumption frequency of 5.2 times per user and a 7.3% increase in average transaction value [5]. Group 3: E-commerce Platforms' Role - E-commerce platforms like JD.com and Oriental Selection are actively supporting foreign trade enterprises in transitioning to domestic sales through various initiatives, including significant procurement budgets and expedited onboarding processes [6][8][18]. - Platforms are leveraging technology and supply chain advantages to facilitate this transition, with initiatives like AI support from Baidu and rapid store setup from Suning [6][10]. Group 4: Competitive Landscape and Innovation - The competition among e-commerce giants is shifting towards supply chain integration and operational efficiency, with a focus on creating an ecosystem that supports foreign trade enterprises [7][10]. - Innovative models such as JD.com's "buyer system" and Yonghui's "fast track" are aimed at quickly converting foreign trade inventory into effective domestic supply [8][10]. Group 5: Future Outlook and Transformation - The article suggests that the transformation of foreign trade enterprises is not just about survival but also about reshaping the underlying logic of Chinese e-commerce, potentially leading to the emergence of new business models that integrate flexible supply chains and global branding [12][14][19]. - The integration of ESG standards into product selection may become crucial, as products lacking green certification could be excluded from the market [17].

Core Viewpoint - Tencent has launched the "New Journey for Foreign Trade Assistance Plan" to boost consumption and help foreign trade enterprises expand into the domestic market, aiming to generate an additional sales scale of 100 billion yuan through various digital platforms [2][3] Group 1: Measures and Initiatives - The plan includes 10 specific measures such as establishing a green channel for merchant entry, supporting zero deposit trial operations, and providing multi-dimensional incentives for new merchants [2] - Tencent will facilitate online sales for foreign trade businesses by connecting them with influencers and hosting a special live broadcast event called the "Foreign Trade Goodies Festival" [3] - A significant financial incentive includes a reduction in technical service fees for self-operated transactions under 1 million yuan and a maximum of 15,000 yuan in live streaming traffic incentives for individual merchants [3] Group 2: Financial Support and Market Expansion - Tencent's WeChat Pay will offer payment fee discounts for new foreign trade merchants throughout 2025, enhancing their financial viability [3] - The "Sail Plan" will be launched in collaboration with Southeast Asian e-commerce platforms to support small and medium-sized foreign trade enterprises in entering the Southeast Asian market [3] - Tencent, in partnership with financial institutions, plans to stimulate consumption through various financial incentives, including interest-free installments and consumer subsidies, which are expected to drive over 10 billion yuan in new consumption transactions [3]

文 | 猎云网 孙媛 近一周，"出转内"朋友圈不断扩容。 面对美国对中国输美商品加征125%的累计关税，一场对外贸企业的帮扶行为正在进行。 大厂们也陆续站到了"接力赛"中。 这里面，京东最壕，以"未来一年内将大规模采购出口转内销商品，帮助外贸企业快速开拓国内市场"，豪掷2000亿元； 盒马逐快，提供绿色通道24小时专人加急处理，加速"出转内"运营效率。 随后，百度、美团、苏宁易购、抖音电商等平台也跟进表示，以AI技术、流量扶持、设立外贸专区等不同方式全面助 力外贸企业"内销突围"。 而在大厂们之前，永辉超市、物美集团、华润万家、联华超市等多家线下商超早已纷纷公告，将为优质外贸企业开通内 销"直通车"。 据不完全统计，在商务部稳步推进内外贸一体化的号召之下，截至目前，已有近20家平台、企业公开表态，将推出相关 扶持计划，携手共克时艰。 而在他们的动作之下，一场中国经济内生动力的重塑俨然启航。 商超平台共推"绿色通道"，最快1分钟开店 据中国海关数据，2024年中国对美出口总额约为5000亿美元，占出口总额的16.4%。如今关税叠加至54%，出口企业利 润被大幅压缩。 可见，如若外贸企业若固守出海，无异于"坐以待 ...

国联水产：调整经营战略 原供美罗非鱼转内销 金十数据4月16日讯，4月16日，国联水产通过官方公众号发文称，率先启动"出口转内销"计划，将原供 应美国的罗非鱼以惠民价格投放国内市场。国联水产称，近年来，美国频繁加征关税政策对我国水产品 出口形成重压。面对严峻形势，公司秉持民族企业的社会责任感，迅速调整经营战略，将重心转向内销 市场。企业依托成熟的出口级生产线与国际化品控标准，率先启动"出口转内销"计划，将原供应美国的 罗非鱼以惠民价格投放国内市场，让国人享受"同线同标同质"的高端水产品。 （上证报） ...

本文字数：1401，阅读时长大约2分钟 作者 | 第一财经 王媛丽 4 月 14 日 A 股 百 货 零 售 概 念 掀 涨 停 潮 ， 其 中 国 芳 集 团 （ 601086.SH ） 实 现 7 连 板 ， 南 宁 百 货 （600712.SH）、茂业商业（600828.SH）等多股涨停，板块热度持续升温。 2025.04. 15 国内扩内需稳增长政策持续推进，国内线下消费有望进一步复苏，多家线下百货商超一方面通过"改 调性"积极寻求服务模式变革，一方面通过"数字化+AI"助推降本增效，为传统商超零售业务带来新的 业绩增长刺激。 新世界年报表示，2024年推进公司百货零售业板块新世界城业态结构调整，布局首发经济，引进二 次元文化，打造差异化竞争优势；重庆百货则加快旗下百货、商超调改升级，2024半年报中表示， 百货毛利率同比增长，加快城市奥莱与购物中心业态打造。 降本增效方面，百货企业加速线上线下融合，通过AI技术优化库存管理、提升服务效率。新世界、 武商集团、中兴商业（000715.SZ）、茂业商业2024年销售毛利率较同期增加1.96、2.03、0.75、 3.1个百分点。 针对美关税影响，多家百货 ...

Group 1 - The fifth China International Consumer Products Expo (CICPE) opened in Hainan, featuring over 1,700 enterprises and 4,100 brands from more than 70 countries and regions, with Shenzhen showcasing over 20 companies in key sectors like new energy vehicles and AI [2][3] - In the first quarter, China's total goods trade reached 10.3 trillion yuan, a 1.3% increase year-on-year, with exports at 6.13 trillion yuan (up 6.9%) and imports at 4.17 trillion yuan (down 6%), indicating a stable start despite external challenges [2] - China is leveraging its robust manufacturing supply chain, which has ranked first globally for 14 consecutive years, to stimulate domestic demand and transition towards a consumption-driven economy [2][3] Group 2 - The Ministry of Commerce has organized discussions with trade associations and major retailers to enhance domestic sales channels for foreign trade enterprises, with e-commerce platforms like JD, Alibaba, and Pinduoduo announcing measures to promote "export to domestic sales" [3] - The "Buy in China" series of activities was launched alongside the expo, aiming to enhance consumption quality and upgrade through nearly 30 events throughout the year, focusing on shopping, food, tourism, and performances [3] - Shenzhen's enterprises demonstrated significant strength in emerging consumption sectors, showcasing advanced technologies and innovative products that are reshaping the local consumption structure and contributing to Shenzhen's status as a trillion-yuan consumption city [4]

从长远看，此举并非权宜之计。据统计，2024年，我国有出口实绩的数十万家企业中，接近85%的企业 同时开展内销业务，内外兼顾是大趋势。"出口转内销"对外贸企业增强韧性、提升整体实力都有长远意 义。再从大局来看，眼下大力提振消费、全方位扩大内需意义不言而喻。提振消费需要供给创新、好货 助力——推动外贸优品"丝滑"走进千家万户，对于提振消费大有裨益。 出口转内销，究竟怎么"转"？必须看到，外贸与内需市场有别、标准不一、渠道迥异，不少外贸企业面 临"水土不服"的问题。尤其畅通渠道，至关重要。在这方面，电商平台可以通过直接采购、流量倾斜、 营销支持、密集培训等方式，发挥强力助攻作用。比如针对外贸企业的痛点和需求，有平台表示将依托 自营模式和供应链能力，直接采购外贸企业的优质产品，并开设外贸优品专区，通过流量倾斜、全渠道 营销支持，加快打开销路。 当下，各方正加快打通"出口转内销"政策堵点、卡点。聚焦"出口转内销"，电商、商超等大型企业闻令 而动，展现了企业担当，而这也是信心的传递、力量的汇聚。相信随着各方努力，"出口转内销"将成一 片新蓝海，开拓一片新天地。 （文章来源：广州日报） 近日，商务部发声，将深化开展内外贸 ...

由于美国滥施关税导致我国不少外贸企业面临严峻挑战。近日，商务部表示，将深化开展内外贸一体化工作，帮助出口遇阻的 外贸企业开拓国内市场。中国商业联合会联合中国连锁经营协会等七家协会11日联合发布倡议书，推动内外贸联动，拓展内销 市场。而一些跨境电商平台也正通过加大补贴和扶持力度、提供多种解决方案。面对当前的关税冲击，我国外贸企业该如何"突 出重围"？ 行业协会发出倡议各大电商平台出手 七家协会11日发布的倡议书中提到，针对外贸企业国内销售渠道尚未全面建立的困难，商品市场、百货商场、连锁超市、电商 平台等批发零售企业要开设绿色通道，设立外贸产品内销专区、专柜，举办外贸优品展销活动，为外贸企业提供展示和销售平 台。行业协会将组织产销对接会、培训会等活动，帮助外贸企业了解国内市场需求和标准，推动产品适销对路。 什么是"出口转内销"？简单来说，它是指原本出口到国外的产品，因为某些原因，经由一些渠道返回本土销售。然而，虽然很 多"出海"多年的外贸企业都具备优秀的生产能力，产品的品质过硬，但大多数外贸企业转内销仍面临诸多挑战，比如：拓展销 售渠道困难；生产线调整不易；品牌建设面临挑战等，这其中，首要的就是缺乏销售渠道，一时 ...

61岁的马云近半年来密集地在国内公开露面。 马云现身阿里 "高科技绝不仅是征服星辰大海，更应该呵护人间烟火。"4月10日，阿里巴巴创始人马云出现在阿里云 新财年启动会上并进行了演讲。他表示，未来不是让AI取代人类，而是应该让AI解放人类，更懂人 类，服务好人类，"我们不是去追求让机器像人，而是让机器去理解人类，像人类一样去思考，做人类 做不到的事情。" 点评：61岁的马云近半年来正密集地在国内公开露面，走入蚂蚁集团和阿里巴巴园区，关注夸克、闲 鱼、盒马、阿里云等业务的发展。AI是他最为关心的话题之一。马云强调AI必须帮助普通人，能否找 到技术变革中由人们生活便利需求催生的创新业务形态，对阿里云来说或许将是一项更长远、深刻的挑 战。 京东、盒马推"出口转内销"扶持计划 4月11日，京东宣布将推出2000亿元出口转内销扶持计划。未来一年内，京东将大规模采购不低于2000 亿元的出口转内销商品。 同一天，盒马宣布面向中国外贸企业开放入驻通道。盒马表示，将为外贸企业开通绿色通道，24 小时 专人加急处理，简化认证流程，缩短审核认证周期，盒马后续将上线"外贸专区"。对于有意愿创新研发 的外贸企业，盒马计划协同开发更贴合 ...

美国滥施关税搅乱全球经济秩序，不少国内外贸企业也可能面临着挑战。助力外贸企业开拓国内市场， 相关的部门、协会、企业已经纷纷开始行动。商务部组织有关商协会、大型商超和流通企业座谈；实体 商超迅速响应，接连宣布将通过加大补贴力度、开通绿色通道等多种方式，帮助外贸企业开拓国内市 场。昨天，中国商业联合会联合中国连锁经营协会、中国百货商业协会、中国烹饪协会等七家协会联合 发布了倡议书。 推动内外贸联动拓展内销市场 倡议书指出，当前，拓展国内市场、促进内外贸联动发展，做好出口商品转内销的工作，已成为当务之 急。 针对外贸企业国内销售渠道尚未全面建立的困难，商品市场、百货商场、连锁超市、电商平台等批发零 售企业将开设绿色通道，设立外贸产品内销专区、专柜，举办外贸优品展销活动，为外贸企业提供展示 和销售平台。餐饮、酒店等行业企业将优先采购符合标准的设备设施、外贸食品、餐具酒具和酒店用品 等，拓宽外贸产品内销渠道。同时，鼓励企业利用自身渠道优势，开展线上线下融合的促销活动。 助力外贸企业拓内销，各大企业都有哪些办法？这个过程中可能会遇到哪些问题？怎样帮助外贸商品丝 滑进入国内市场？首先来看看，实体商超都有哪些行动。比如京东宣 ...