Core Viewpoint - The article highlights the challenges faced by export-oriented companies in China due to U.S. tariffs and emphasizes the importance of transitioning from export to domestic sales as a long-term strategy for growth and resilience in the market [1][4][6]. Group 1: Challenges Faced by Export Companies - Export companies are experiencing significant financial strain, with 200 million pieces of clothing stuck in inventory and $6-7 million in receivables uncollectible due to halted orders [1]. - The transition to domestic sales requires companies to adapt their business models from bulk orders to direct consumer retail, addressing differences in market positioning, quality standards, and consumer preferences [1]. Group 2: Government Support and Initiatives - Various policies have been introduced to support domestic sales, including the "Foreign Trade Quality Products China Tour" event, which connects foreign trade companies with domestic buyers [3]. - Over 80 large supermarkets, e-commerce platforms, and retail enterprises participated in the procurement event, with intentions to stock foreign trade products [3]. - Six e-commerce platforms have established domestic sales zones, connecting over 6,000 foreign trade companies and facilitating more than 600 entries into the market [3]. Group 3: Market Potential and Future Outlook - The retail sales of consumer goods in China are projected to reach 48.8 trillion RMB in 2024, significantly surpassing exports to the U.S., indicating a vast domestic market opportunity [4]. - Approximately 85% of export-oriented companies are also engaging in domestic sales, with domestic sales accounting for nearly 75% of total sales [4]. - The domestic market, with over 1.4 billion people and a GDP per capita exceeding $13,000, is in a critical phase of consumption upgrade, presenting opportunities for product innovation and market adaptation [4]. Group 4: Resilience and Innovation - The transition to domestic sales is viewed as a crucial breakthrough for export companies to cope with external challenges, fostering innovation and resilience [6]. - Companies are encouraged to focus on product quality and consumer needs, with examples of successful adaptations such as coffee brewing cups and textile products tailored for domestic consumers [4][6].

" 口号喊得最响的京东，可能是外贸人的第一选择，但不是最佳选 择。 " 作者丨覃倩雯 编辑丨刘伟 "外卖红黄大战，东子在道德制高点搅动风云，主要群众都站京东这边。" 最近京东每一次发声，都能精准攻下舆论高地，就连制造业保卫战中，京东第一时间公布的2000亿采购出 口转内销商品计划也抢占了舆论主动权：内销的救命稻草，卷不过拼多多，就抱紧京东。 外界议论之余，双方剑拔弩张的竞争局势似乎又被重新摆到台面上来。 打了将近一年半的价格战后，去年下半年各平台都同时回归到自己擅长的领域：抖音放弃绝对低价，淘天 回归品牌，京东靠3C家电国补"躺平"，拼多多维持低价竞争力。 然而，今年关税战加剧了国内的产能过剩，许多人担心，如果这部分过剩的产能和库存通过"出口转内 销"的形式进入国内市场，会不会又在国内电商平台中掀起一阵"腥风血雨"式的竞争？而谁又将成为这场 战争中最大的获益者？ 01 京东是外贸人的第一选择吗？ 过去几周，京东率先喊出了2000亿出口转内销采购计划，拼多多、淘宝、抖音也积极扶持外贸商家入驻， 且给到流量倾斜。 从声量上看，作为平台的京东似乎跑赢了老大和老二，这难道真的是口号喊得最响的缘故吗？业内人士李 方告诉 ...

Core Insights - The article emphasizes the challenges faced by export-oriented enterprises in adapting to the domestic market, highlighting the importance of the "one product, one code" technology as a solution for these companies to thrive in a competitive environment [1][7] Group 1: Understanding Consumer Demand - Domestic consumer demand is diverse and varies significantly across regions, age groups, and income levels, necessitating a deep understanding of these preferences for export-oriented companies [3] - The "one product, one code" technology facilitates direct communication between companies and consumers, allowing businesses to gather valuable data on purchasing behavior and consumer feedback, which can be analyzed to create targeted marketing strategies [3] Group 2: Brand Building and Recognition - Export-oriented companies often struggle with low brand awareness in the domestic market, and the "one product, one code" technology serves as a powerful tool to enhance brand influence [5] - By incorporating prominent QR codes on product packaging, companies can direct consumers to dedicated brand pages, fostering a sense of brand identity and loyalty through storytelling and promotional activities [5] Group 3: Channel Management and Operational Efficiency - The complexity of domestic sales channels presents challenges such as inventory backlog and price discrepancies, which can be addressed through the "one product, one code" technology that enables comprehensive monitoring of product distribution [6] - This technology allows companies to track inventory levels and sales progress in real-time, facilitating dynamic adjustments to production and distribution plans to prevent stock issues [6] Group 4: Overall Impact of "One Product, One Code" Technology - The "one product, one code" technology empowers export-oriented enterprises to adapt quickly to the domestic market, enhancing their competitiveness and enabling sustainable growth through improved demand insights, brand building, and channel management [7]

连日来，面对国际贸易的不确定性，政策支持与平台赋能协同发力，为外贸企业拓宽内销新空间"稳舵 护航"。 "外贸优品中华行"活动在多地举办，电商平台为外贸企业开辟极速入驻通道，政策联动金融机构稳定企 业资金链，港口为外贸企业优先服务减轻仓储物流压力……多项举措助推外贸企业加速对接国内消费者 需求，缓解外部冲击压力，又激活内需潜力，以"稳"应"变"。 在"外贸优品中华行"江苏站活动现场，汇集了来自江苏省13个设区市超200家外贸企业。超5.2万名观众 来到现场，远超主办方预期的2万人。某参展企业负责人说，"现场还是非常火爆的，我没想到会来这么 多人，其中有很多专业客户，我们也和他们进行了深入对接，下面很快会促成内销的订单。" 增持回购、并购重组等金融工具则为外贸企业维持股价、稳定市场预期"保驾护航"。江苏省委金融委员 会办公室副主任聂振平告诉记者，一方面稳定外贸企业金融供给，充分满足外贸企业合理融资需求；另 一方面，鼓励上市公司和省级券商，采取回购增持等手段维持股价，稳定资本市场预期，目前已有30余 家上市公司积极响应，开展市值管理，助力资本市场企稳向好。 此外，上海市商务委介绍，鼓励银行创新金融支持内外贸一体化方 ...

Group 1 - The Ministry of Commerce emphasizes leveraging e-commerce channels and the scale of the largest online retail market to support foreign trade and domestic sales [1][3] - 15 major e-commerce platforms are actively responding with 8 initiatives, including direct procurement and supply-demand matching [1] - As of April 23, 9 e-commerce platforms have opened green channels for entry, and 6 platforms have established domestic sales zones, connecting with over 6,000 foreign trade enterprises and more than 600 entries [1] Group 2 - Alibaba Group has established a special task force for foreign trade, focusing on unsold inventory by connecting merchants with domestic sales channels [1] - The 1688 platform will introduce measures to help foreign trade enterprises alleviate financial and inventory pressures, including early payment services for orders and special credit loans in collaboration with financial institutions [1] - The consumer platform "What Worth Buying" has launched a support plan for "export to domestic sales," helping foreign trade enterprises adapt to changes in the international economic environment [2]

央视网消息：近期，美国大幅提升中国输美商品关税，外贸企业面临挑战。对此，商务部加大力度推进内外贸一体化。重点商 超、电商平台为外贸企业开通的内销"直通车"，让出口受阻产品以最快速度与消费者见面。 出口转内销还来自外贸企业自身的转型需求。这家企业主力业务是向海外出口金枪鱼罐头等产品，2018年以后逐渐降低向美国市 场出口规模，转向欧洲及中南美市场。考虑关税、运费上涨等带来的不确定性，他们正在积极拓展内销。 如今，多家零售企业向外贸企业伸出了"橄榄枝"。助力"出口转内销"，并不单纯为了共克时艰，而是实现供应商、实体零售和消 费者的"多赢"。中国商业联合会副会长傅龙成称，中国市场是一片汪洋大海，制造业企业、供货商将更加丰富多彩的商品提供到国内 市场，让中国消费者享受到更加实惠的服务、更加优质的商品。 4月22日，首批出口转内销的外贸商品在超市上架。这家企业主要生产牙刷、牙线等产品，长期为沃尔玛等欧美超市供货，目前 与美国市场的合作几乎停滞。看到公开信后，他们立即发了邮件，第二天就收到了回信。在企业和超市的沟通群里，记者看到有和商 品类型匹配的采购专员全流程对接手续，从建群到商品快递到店，只用了8天时间。 在北京的一 ...

Core Viewpoint - The article discusses the initiatives taken by Jiangsu Province to support foreign trade enterprises in expanding their domestic sales in response to the imposition of tariffs by the United States. This includes collaboration with major supermarkets and e-commerce platforms to promote high-quality foreign trade products in the domestic market, aiming for high-quality integrated development of domestic and foreign trade [1]. Group 1: Initiatives and Collaborations - Jiangsu Province's Commerce Department is working with large supermarkets and e-commerce platforms to launch initiatives for foreign trade products to enter the domestic market, enhancing supply-demand resource matching [1]. - The "Foreign Trade Products Chinese Tour Jiangsu Station" event has facilitated deep discussions between Huaren Wanjia and multiple foreign trade enterprises, planning to introduce various products to meet domestic consumer preferences [4][5]. - Huaren Wanjia has successfully connected with over 150 foreign trade enterprises and is establishing "foreign trade to domestic sales zones" in its nationwide stores to promote Chinese manufacturing [7]. Group 2: Product Offerings and Market Response - Various foreign trade products, such as travel blankets and bamboo cutting boards, have been introduced in local supermarkets, attracting consumer interest [2][4]. - The collaboration with Huaren Wanjia has significantly reduced the costs for foreign trade enterprises in expanding into the domestic market, with plans for rapid product launches [5][6]. - The article highlights the positive consumer feedback regarding the quality and affordability of the foreign trade products being offered [4]. Group 3: E-commerce and Sales Strategies - E-commerce platforms like JD.com are playing a crucial role in supporting foreign trade enterprises, with a target sales goal of 20 billion yuan for the year [9]. - Companies are adapting to the domestic market by enhancing their e-commerce operations and participating in various trade shows and events to expand their market reach [10][11]. - The government is actively promoting policies to boost domestic consumption, providing a broader space for foreign trade enterprises to transition to domestic sales [11][12]. Group 4: Local Government Support - Local governments in Jiangsu are organizing various promotional activities to help foreign trade enterprises expand their domestic market presence, including issuing consumer vouchers and hosting trade fairs [13]. - The initiatives aim to create a seamless connection between supply and demand, helping foreign trade enterprises navigate the challenges posed by external market pressures [12][13].

Group 1 - The article highlights the impact of U.S. tariffs on global trade, prompting companies in Zhejiang to diversify their markets and seek new opportunities domestically and internationally [1][2] - Desai Group, a major shoe manufacturer, has seen a 30% year-on-year increase in orders from Europe, compensating for a decline in U.S. orders due to tariffs [1] - The company has shifted its workforce to focus on growing orders from other countries, indicating a strategic pivot in response to market challenges [1] Group 2 - Chenda Bathroom Appliances, which exports 50% of its products to the U.S., has faced delays in over 4 million yuan worth of orders due to tariffs, leading to a focus on finding new clients [2] - The company plans to double its participation in domestic and international exhibitions in 2024, targeting markets in the Middle East, Southeast Asia, and Eastern Europe [2] - Zhejiang Kaijia Crafts, which exports 40% of its products to the U.S., is also shifting focus to the domestic market while developing new products to mitigate the impact of declining foreign orders [2][3] Group 3 - Kaijia Crafts has begun utilizing social media platforms like Taobao and Douyin to promote its products, achieving daily sales of over 10,000 yuan [3] - The company is expanding its product range to include felt hats and scarves, aiming to offset losses from reduced foreign trade orders [3] - The overall strategy for these companies includes enhancing brand influence and market share through diversified product offerings and increased domestic sales efforts [1][2][3]

Core Insights - JD.com has upgraded its "Chunxiao Plan" and introduced the "New Merchant Three-Step Method" to support local merchants in Shenzhen, aiming to provide a comprehensive growth solution from store opening to expansion [1][3][10] Group 1: Growth and Support Initiatives - In 2024, the number of small and medium-sized merchants in JD's Guangdong industrial belt increased by 108%, with new merchant growth at 51%, particularly from Shenzhen [1] - The upgraded "Chunxiao Plan" includes a zero-cost trial operation, with merchants able to open stores in as little as one minute and no deposit required during the trial period [3][6] - JD.com will invest at least 1 billion yuan in advertising subsidies for merchants this year, with no upper limit, to help them quickly generate orders [3][6] Group 2: Merchant Development Framework - The "2025 Merchant Growth White Paper" outlines three key stages for new merchants: product launch, sales activation, and volume increase, along with nine practical steps and benchmark cases for reference [6][7] - JD.com provides comprehensive guidance for merchants in the product launch phase, including product selection, listing, and exposure enhancement [6][7] Group 3: Localized Support Programs - JD.com has launched a localized support plan tailored to Shenzhen merchants, offering differentiated support across various business sectors, including JD Global Purchase, JD Health, and JD Fashion [8][9] - New merchants in specific categories can receive cash incentives up to 600,000 yuan and reduced deposit requirements to alleviate financial pressure [9][10] Group 4: Success Stories and Future Outlook - The "Chunxiao Plan" has effectively helped merchants reduce costs and increase efficiency, with over 1 million active third-party stores on JD's platform as of March 2024 [10] - Successful case studies include merchants achieving significant sales growth and brand recognition through participation in promotional activities and receiving operational guidance from JD's team [10][11] - JD.com plans to continue enhancing the "Chunxiao Plan" to support new merchants in Shenzhen and expand its initiatives to other cities, contributing to regional economic development [11]

Core Viewpoint - The article discusses the significant impact of U.S. tariff policies on global trade, prompting Chinese financial institutions to innovate in cross-border payment and trade finance to support businesses in navigating these challenges and exploring new opportunities for international expansion [1][2]. Group 1: Cross-Border Payment Innovations - In response to the U.S.-China trade conflict, companies are seeking new markets abroad, leading to a surge in demand for innovative cross-border payment solutions [3]. - Alibaba's 1688 platform has introduced measures to assist export-restricted businesses, such as providing advance payment services for orders to help alleviate cash flow issues [3]. - Financial institutions, including JPMorgan, are focusing on developing comprehensive solutions for businesses, such as automated cross-border payments and multi-currency account services, to enhance operational efficiency and reduce costs [3][4]. Group 2: Financing Support for Domestic Market Transition - Many companies are shifting their focus to the domestic market due to external pressures from U.S. tariffs, with banks collaborating with e-commerce platforms to facilitate this transition [5]. - Financial institutions are offering specialized credit loans to support industries most affected by tariffs, such as textiles and light manufacturing [5][6]. - The Chinese government has encouraged financial institutions to provide support for the transition of export products to domestic sales, as outlined in the 2020 policy document [6]. Group 3: Enhancing Payment Efficiency - Despite increasing uncertainties in international trade, technological advancements are becoming crucial for overcoming challenges [6]. - Ant Financial's WorldFirst has launched a "Guard Plan" to provide a comprehensive suite of cross-border trade financial services, enhancing the operational capabilities of small and medium-sized enterprises [7]. - The "Guard Plan" aims to improve fund circulation efficiency by 30%, thereby increasing competitiveness and reducing costs for domestic cross-border trade enterprises [7].