2025年1-4月，全国进出口总额（海关口径）为141389.3亿元，比上年同期增长2.4%，其中出口额为 83937.71亿元，同比增长7.5%，进口额为57451.57亿元，同比下滑4.2%，贸易顺差为26486.14亿元。。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：中成股份（000151），远大控股（000626），厦门信达（000701），凯瑞德（002072），江 苏国泰（002091），怡亚通（002183），鹏都农牧（002505），五矿发展（600058），苏豪弘业 （600128），东方创业（600278），江苏舜天（600287），ST沪科（600608），苏美达（600710）， 云维股份（600725），汇鸿集团（600981），中信金属（601061） 2019-2025年1-4月全国累计进出口统计图 相关报告：智研咨询发布的《2025-2031年中国数字贸易行 ...

Core Viewpoint - Artificial intelligence is reshaping the global economic landscape, driving the development of the digital economy and digital trade while also presenting multiple challenges [1][2] Group 1: Digital Economy and Trade - The need for global digital governance rules is urgent, requiring coordination on data flow, algorithm ethics, and digital sovereignty conflicts [1] - Uneven distribution of technological benefits may exacerbate the "intelligent divide," necessitating efforts towards inclusive development [1] - Security risks are increasingly prominent, highlighting the need for collective responses to data security and the social impacts of industrial transformation [1] Group 2: Forum Insights - The Fourth Digital Economy and Digital Trade Forum was held in Shanghai, featuring discussions on AI, digital trade, digital finance, and digital transformation [1][2] - Various scholars presented keynote reports on topics such as the construction of a digital economy talent training system and the impact of AI technology on the labor market [2] - The forum aimed to create an open, cutting-edge academic exchange platform to contribute to Shanghai's goal of becoming a world-renowned "International Digital Capital" and a hub for AI development [2]

Group 1 - The seminar held by China during the WTO Public Forum discussed the impact of US unilateral tariff measures on the multilateral trading system and trade among WTO members, emphasizing the need to protect the legitimate rights of developing members [1][2] - A model analysis by a professor from Tsinghua University predicted that US reciprocal tariffs could lead to a 3.4% decrease in global trade by 2025, with US imports and exports dropping by 19% and 12% respectively [1] - The Director of the UN Conference on Trade and Development highlighted that global trade uncertainty has significantly increased since 2016 due to geopolitical tensions, adversely affecting the interests of developing countries [1] Group 2 - The Director of the International Trade Centre emphasized the importance of digital tools in helping businesses increase sales and reduce costs, suggesting improvements in digital infrastructure, skills training, and regulations [2] - Participants agreed on the critical need to maintain a rules-based multilateral trading system and enhance the stability and predictability of the international trade environment amid current trade turmoil [2] - The current Public Forum focused on themes such as digital trade, hosting nearly 90 seminars with over 4,000 representatives from government, industry, and academia [3]

Core Viewpoint - Digital trade is becoming a crucial engine for international economic cooperation and growth, driven by the acceleration of the global digital economy and the application of artificial intelligence [2][3]. Policy Developments - Digital trade has been incorporated into national strategic priorities, with the release of the "Opinions on the Reform and Innovation Development of Digital Trade" in 2024, aiming to enhance the proportion of digital delivery services and promote the development of digital products, services, and technologies [2]. - The National Development and Reform Commission and the National Data Bureau will publish the "2025 Digital Economy Development Work Points" in April 2025, focusing on accelerating digital trade development and exploring new models for cross-border data flow management [2]. Industry Trends - New technologies are driving innovation in digital trade, with advancements in embodied intelligence and large model applications enhancing automation in cross-border e-commerce logistics and services [3]. - The definition of digital trade is evolving from traditional "goods + services" to a comprehensive value system that includes "technology + data + culture" [3]. Awards and Recognition - The "2025 Digital Trade Series Evaluation" has been launched to showcase representative and leading enterprises and individuals in technology breakthroughs, model innovations, and global expansion [5][7]. - The evaluation will focus on young innovative entrepreneurs under 35 years old, aiming to identify talents that can drive the upgrade of China's digital trade towards higher technology content and added value [5]. Evaluation Categories - The "2025 Digital Trade Industry Enterprises 100" evaluation will focus on companies in advanced manufacturing technologies and artificial intelligence, data transaction ecosystems, cross-border e-commerce, and cultural integration [8]. - The "2025 35 and Under Digital Trade Young Innovators 10" will recognize young entrepreneurs leading technology innovation in digital trade, with a focus on high-growth potential companies [8]. Event Announcement - The "Digital Trade and Investment Dialogue" event will be held on September 26 during the "Fourth Global Digital Trade Expo," gathering leaders from various sectors, industry experts, and representatives from selected enterprises and investment institutions [9].

Group 1 - The "Silk Road E-commerce Day" event will take place on September 25, as part of the fourth Digital Trade Expo, serving as a key platform for deepening "Belt and Road" economic cooperation [1] - The event will adopt a "3+1+1+1" model to create a multi-dimensional communication matrix, focusing on the construction of the "Silk Road E-commerce" ecosystem and promoting precise international resource matching [1] - In 2024, countries participating in the "Belt and Road" initiative will account for over 50% of China's import and export volume for the first time, highlighting the significance of "Silk Road E-commerce" in driving innovation across logistics, payment, and technology sectors [1] Group 2 - The event will feature a detailed explanation of the "Hangzhou Model" of cross-border e-commerce, showcasing its evolution from a "test field" to a "global hub" [2] - Partner countries such as the UAE, Indonesia, and Russia will share resources and insights on cross-border goods, market channels, and digital infrastructure during the event [2] - The "Silk Road Cloud Products" recommendation week will commence on September 25, featuring quality products and cultural tourism from the Silk Road, with participation from major platforms like Taotian Group, JD.com, and Pinduoduo [2]

Core Insights - Yiwu International Trade City, known as the "world supermarket," continues to thrive amid global trade fluctuations, with a total import and export value of 554.26 billion yuan in the first eight months of this year, representing a year-on-year growth of 24.9% [2] - The integration of AI tools in the Yiwu market has significantly enhanced operational efficiency, with over 30,000 merchants adopting AI technologies, leading to an order growth of over 30% for those deeply utilizing AI [4][6] Trade Performance - In the first eight months of this year, Yiwu's exports reached 486.6 billion yuan, up 23.7% year-on-year, while imports totaled 67.66 billion yuan, marking a 34.0% increase [2] - The strong performance is attributed to the robust supply chain and continuous upgrades by the operators in the Yiwu market [2] AI Integration - AI tools have become a new driving force for customer acquisition in Yiwu, with merchants reporting order increases of over 40% due to AI assistance in product design and marketing [3] - The Chinagoods platform has launched various AI applications to support merchants in production design, content generation, and transaction facilitation, enhancing the overall trade chain [4][7] Strategic Collaborations - Yiwu Small Commodity City has partnered with Qunhe Technology to create a digital ecosystem aimed at supporting 10,000 merchants in leveraging AI for international trade [6] - The collaboration with Tencent Smart Retail aims to accelerate the digital transformation of Yiwu, positioning it as a global digital trade center [8] Market Evolution - Yiwu is transitioning to its sixth-generation market, with the Global Digital Trade Center project set to open in October 2025, featuring an investment of 8.3 billion yuan and a construction area of 1.25 million square meters [8][10] - The new market will focus on innovative services for merchants, including global brand incubation and supply chain finance, promoting a digital upgrade across the trade ecosystem [9][10]

据"辽宁发布"消息，日前发布的《中共辽宁省委办公厅、辽宁省人民政府办公厅关于推进数字贸易创新 发展的实施意见》（简称《意见》）提出，要以发展数字贸易全产业链为重点，促进实体经济和数字经 济深度融合，塑造对外贸易发展新动能、新优势，服务东北亚开放合作枢纽地建设，为辽宁全面振兴提 供新动力。 到2029年，可数字化交付的服务贸易规模稳中有增，占全省服务贸易总额比重达到45%以上，跨境电子 商务交易规模持续壮大。到2035年，可数字化交付的服务贸易规模占全省服务贸易总额比重达到50%以 上，跨境电子商务发展质量和效益进一步提升，全省数字贸易发展水平进入全国前列。 《意见》明确，要高质量打造数字贸易平台、培育发展数字贸易新业态新模式、深入推进数字贸易国际 合作、高标准对接数字贸易规则标准。 具体来看，《意见》提出，要打造沈大"双核"数字贸易集聚区，支持沈阳市、大连市开展服务贸易创新 发展和服务外包先行先试，用好中国（辽宁）自由贸易试验区等平台，提升集聚水平，扩大规模效应， 引领全省数字贸易发展。鼓励其他地区因地制宜培育数字贸易增长点，逐步形成"双核引领、多点支 撑"的数字贸易发展格局。支持有条件有意愿的地区参加国家服 ...

Core Viewpoint - The implementation opinions from the Liaoning Provincial Government aim to promote the innovative development of digital trade, targeting significant growth in service trade by 2029 and 2035 [1] Group 1: Digital Trade Goals - By 2029, the scale of digitally deliverable service trade is expected to steadily increase, reaching over 45% of the total service trade in the province [1] - By 2035, the proportion of digitally deliverable service trade is projected to reach 50% of the total service trade in the province [1] Group 2: Cross-Border E-Commerce - The scale of cross-border e-commerce transactions is anticipated to continue expanding, contributing to the overall growth of digital trade in the province [1] - The quality and efficiency of cross-border e-commerce development are expected to improve further by 2035 [1] Group 3: National Positioning - The development level of digital trade in Liaoning is aimed to rank among the top in the country by 2035 [1]

Core Insights - The Xuzhou Huaihai International Port Area is leveraging digital trade to enhance cross-border shopping experiences and streamline international logistics through the "Belt and Road" initiative [1][2] - The Huaihai International Port has established a digital trade service platform that integrates logistics, trade, and customs operations, significantly boosting trade efficiency [4][5] Group 1: Digital Trade Development - The Huaihai International Port Area has developed a digital trade industrial park that showcases imported products from Europe, Japan, South Korea, and Southeast Asia, facilitating a one-stop shopping experience [1] - The Xuzhou China-Europe Railway Express has operated over 2,000 trains since its inception in 2015, connecting 21 countries and over 50 cities, thus forming a vital international transport artery [2] - The digital trade industrial park aims to fill gaps in international trade functions and enhance the integration of trade and logistics [2][3] Group 2: Innovative Operational Models - The port area has created a comprehensive bonded logistics system by linking export supervision warehouses and import bonded warehouses, achieving a trade volume exceeding $697 million [3] - The digital service platform has recorded a transaction volume of over 1.03 billion yuan in the first half of the year, with a total transaction volume of 2.25 billion yuan and 70 registered enterprises [4] - The platform offers core services such as "Logistics Mall," "Cargo Manager," and "Cloud Distribution," focusing on intelligent logistics organization and paperless operations [4] Group 3: Cost Reduction and Efficiency Improvement - The port area is implementing a multi-modal transport information platform to enhance logistics efficiency and reduce costs, utilizing the "Train + Overseas Warehouse" model to improve order fulfillment times [7] - The integration of AI tools for product selection and compliance analysis is being used to lower export chain costs and enhance competitiveness [7] - The introduction of "cross-border digital credit" products has significantly reduced financing times for enterprises, addressing challenges related to traditional financing methods [7]

Core Insights - The 2025 WTO Public Forum commenced with 4,200 participants and 350 speakers, focusing on the impact of artificial intelligence (AI) on global trade [1] - WTO Director-General Ngozi Okonjo-Iweala highlighted the potential of AI amidst current trade and economic challenges, emphasizing its transformative capabilities [1][3] Group 1: AI and Global Trade - AI is reshaping economies and societies, with the potential to change production, consumption, and trade methods, but it raises questions about equitable opportunities and the risk of increasing inequality [3] - The International Telecommunication Union (ITU) noted that internet access remains a scarcity in many regions, with Africa having only 2% of global data centers despite housing 20% of the world's population [3][5] Group 2: Case Studies and Challenges - Examples of AI benefiting small businesses include a honey workshop in Niue using technology for weather predictions and a Filipino slipper company improving customs compliance through tech tools [5] - The founder of Afriborder pointed out that Africa's digital trade is significantly lower than Europe, with infrastructure and data accessibility being major challenges [5][6] Group 3: Economic Projections and Support - Okonjo-Iweala projected that AI could increase the total value of goods and services exports by 40% by 2040, but income growth from AI in low-income economies is only 8%, compared to double-digit growth in high-income countries [6] - The WTO is enhancing technical support and collaborating with the World Bank to upgrade the necessary hardware and software for digital trade in Africa [6]