在本次"世界认可日"宣传活动上，省市场监管局就出口转内销产品强制性标准符合性自我声明、强制性 产品认证绿色通道、工业产品生产许可证绿色通道等市场准入方面的便利化安排进行了现场政策解读， 并设置了内外贸检测认证服务对接区、出口产品转内销服务区等对接交流平台，为广大内外贸企业提供 面对面指导和答疑。 国际贸易形式复杂多变，标准认证千差万别，技术与产品迭代日新月异，信息差与生态链至关重要。如 何破除规则壁垒，实现"内销""外贸"两条腿走路，让贸易更加便捷？ 6月9日下午，广东省市场监督管理局在广州科学城会议中心举办广东省2025年"世界认可日"暨市场监管 部门支持外贸企业拓内销促进内外贸一体化发展宣传活动，推出17项支持外贸企业拓内销工作措施，现 场开展帮扶政策解读及服务资源对接。 具体来看，17项支持外贸企业拓内销的工作举措包括优化市场准入服务、支持拓展内销市场、加强企业 合规管理、支持企业品牌建设、推进内外贸一体化发展、提升监管执法效能等六个方面。 一是着力提升内外贸检测认证服务能力。支持、引导检测认证机构融入国际互认体系，拓展内外贸检测 认证资质能力和服务领域，为企业提供"本地化、一站式"检测认证服务。全省获 ...

Group 1: Marine Economy Development - The marine economy in China has maintained a GDP contribution of around 8% since the start of the 14th Five-Year Plan, highlighting its significance in high-quality development [1] - The marine economy is emerging as a new engine of productivity, with sectors like methane hydrate extraction and offshore wind power gaining traction [1] Group 2: Shandong's Marine Industry - Shandong province, which has a coastline accounting for one-sixth of the national total, is actively developing a modern marine economy [3] - The province is focusing on marine engineering equipment manufacturing, marine pharmaceuticals, marine power, and seawater desalination as key emerging industries [5] Group 3: Ningbo-Zhoushan Port - Ningbo-Zhoushan Port is the only port in the world to have an annual cargo throughput exceeding 1 billion tons for 16 consecutive years, with over 200 deep-water berths [6] - The port has achieved a container throughput of 13.568 million TEUs from January to April this year, representing a year-on-year growth of 9.9% [7] Group 4: Marine Aquaculture - China has established 169 national-level marine ranches, with deep-sea aquaculture water bodies reaching 56.6 million cubic meters and an annual output of 470,000 tons, accounting for nearly 60% of global aquaculture production [18] - The marine product output in the first quarter of this year saw a year-on-year increase of 4.5%, with seawater aquaculture production rising by 5.7% [19]

Core Viewpoint - Shenzhen Youlin Era New Energy Technology Co., Ltd. is positioning itself as a key player in the global automotive and green energy sectors, aligning with national strategies such as the "Belt and Road" initiative and the "dual circulation" development pattern, focusing on innovation, green development, and shared growth [1] Group 1: Global Automotive Trade Network - The company, as a core enterprise under Youlin New Energy Group, is dedicated to the innovation and digital transformation of the new energy vehicle industry, operating over 250 stores through a combination of direct sales and management models [2] - It has established a comprehensive trade system covering various markets, including Russia, Central Asia, Southeast Asia, Africa, and Australia, exporting over a thousand vehicles and creating a differentiated competitive advantage [4] Group 2: Focus on New Energy Strategy - The company is committed to the "dual carbon" goals, positioning its new energy business as a strategic core, with a multi-faceted layout including charging stations, shared electric bikes, and smart travel solutions [6] - It offers charging products ranging from 7kW to 960kW, adhering to international standards, and has implemented localized solutions for shared electric bikes in over 12 countries [6] Group 3: Innovative Trade Models - The company is innovating with a "discount car export" model, leveraging a matrix of first-level brand authorizations to provide competitive pricing and quality, facilitating the global allocation of Chinese automotive capacity [7] - It is also expanding into special vehicle exports and automotive aftermarket technical support, enhancing its service capabilities across the entire lifecycle of vehicles [7] Group 4: State-Owned Enterprise Responsibility - As a state-owned enterprise, the company aligns its development with national strategies, contributing to sustainable development through initiatives in Southeast Asia and Africa, and promoting low-carbon transitions along the "Belt and Road" [9] - The company aims to integrate China's supply chain advantages with global market demands, aspiring to set a new benchmark for "Chinese intelligence" in the global market [9]

Core Viewpoint - The article emphasizes that the trade war has no winners and that protectionism is not a viable solution. The U.S. government's excessive use of tariffs against global trade partners, including China, has not resolved any domestic issues but has instead severely disrupted international trade order and harmed both businesses and consumers [1][2]. Economic Resilience and Potential - China's economy is characterized by a stable foundation, numerous advantages, strong resilience, and significant potential, with long-term positive trends remaining unchanged [1]. - The socialist market economy system, established by the Communist Party of China, is deemed the most effective in stimulating social productivity [1]. - With a population exceeding 1.4 billion, China has a vast consumer base, including over 400 million middle-income individuals, which continues to expand and drive domestic demand and consumption [1]. Economic Structure and Advantages - China's economic development is supported by a large economic scale, market capacity, and industrial support capabilities, allowing for a positive interaction between internal and external economies [1]. - The country possesses advantages typical of large economies, such as scale, market, talent, and innovation, along with unique institutional advantages from the leadership of the Communist Party and the socialist market economy system [1][3]. - The diverse types of business entities and high savings rate among residents enhance the adaptability to economic fluctuations [1]. Development Challenges and Opportunities - Despite being a developing country, China's unbalanced and insufficient development presents greater potential and motivation for future growth [1]. - The socialist market economy system combines market-driven resource allocation with the ability to concentrate efforts on significant projects, which has facilitated rapid economic development and long-term stability [3]. Trade and Market Dynamics - In 2024, China's total retail sales of consumer goods are projected to exceed 48 trillion yuan. The country has established trade partnerships with over 150 countries and regions, with over 50% of its total import and export volume coming from countries involved in the Belt and Road Initiative [6]. - China's scale advantages provide a solid foundation for building a complete domestic demand system, enabling the country to leverage strong domestic circulation while promoting high-level opening-up to the outside world [6].

2025年6月3日，中国上海——全球领先的核心行政服务提供商TMF Group正式发布《2025全球商业复杂 性指数》报告。报告覆盖全球79个司法管辖区，详细剖析了企业在不同司法管辖区建立、运营和扩展业 务的商业复杂性。2025年排名显示，中国大陆的商业复杂性指数排名进入前十。 这是TMF Group连续第十二年发布《全球商业复杂性指数》报告，其商业复杂性指数排名基于292个业 务复杂性指标，涵盖立法、合规、会计程序、税收制度、人力资源规则和薪酬流程在内，通过系统性分 析以上关键运营维度的合规要求，为企业在复杂商业环境中进入新市场提供参考性指导。 尽管存在上述商业复杂性因素，中国大陆通过构建"双循环"以及一系列优化营商环境的政策举措，为民 营企业及外资企业积极营造良好发展环境，比如自贸试验区围绕投资自由化、贸易便利化和金融服务优 化等，为外资企业在华发展提供有力支撑。同时，"一带一路"倡议持续完善沿线基础设施互联互通，加 强双边贸易物流，为企业开展跨境贸易提供新机遇。 TMF Group北亚市场负责人陈琪表示:"每年不同司法管辖区的商业复杂性指数排名变动通常较为平稳， 因为立法体系、财税制度及人力资源管理等方 ...

Group 1: Manufacturing Sector - The manufacturing production index increased by over 4 percentage points, reaching above 54%, maintaining above 50% for 10 consecutive months [1] - The manufacturing PMI for May was reported at 49.5%, up 0.5 percentage points from the previous month, indicating a recovery in manufacturing activity [1] - The new export orders index rose to 47.5%, an increase of 2.8 percentage points, suggesting a slowdown in the decline of manufacturing exports [4] - The production index for manufacturing returned to the expansion zone at 50.7%, up 0.9 percentage points from the previous month [5] - Large enterprises reported a PMI of 50.7%, with a production index increase of 1.7 percentage points, indicating a strong recovery in supply and demand [5] Group 2: Non-Manufacturing Sector - The non-manufacturing business activity index was at 50.3%, a slight decrease of 0.1 percentage points, but still indicating expansion [10] - The civil engineering construction industry saw a significant increase in new export orders, with the business activity index rising to over 60% [10] - The telecommunications services business activity index rose to over 60%, reflecting strong demand in the sector [10][11] - The information services sector continues to show growth potential, supported by policy measures and sustained market demand [11]

渤海证券指出，指数持续在合理水平震荡。未来，市场的机会将取决于市场的增量性变化，市场如因外 部风险、基本面、投资者情绪等因素导致意外下行，则从"稳定"的维度看，维稳资金的呵护将有助于市 场阶段性底部的形成，市场也将由此呈现下有底的特征。如果市场延续震荡特征，则应结合高质量发展 的内涵，进行结构性布局，等待板块层面的增量性催化。行业方面，延续哑铃型配置策略，一方面可关 注管理层多措并举推动险资入市以及公募新规长期影响尚待明朗下，股息率较高且属于相对低配板块的 银行行业；另一方面，可关注短期迎来增量信息催化下新消费领域的主题性投资机会。 光大证券认为，政策的持续支持以及中长期资金积极流入背景下，A股市场有望震荡上行。当前A股市 场的估值处于2010年以来的均值附近，而随着政策的积极发力，中长期资金带来的增量资金或将持续流 入市场，对资本市场形成托底，A股市场有望震荡上行。配置方向上，关注三类资产。方向一：稳定类 资产，如高股息、黄金。稳定类资产能够在市场面临不确定时提供确定性。方向二：产业链自主可控。 在"双循环"新发展格局和全球产业链重构的双重驱动下，国产替代相关机会也值得关注。方向三：内需 消费。海外政策可能 ...

点击注册小程序 查看完整报告 报告摘要 5月A股港股市场有所回暖 5月A股主要指数涨跌分化，行业端涨多跌少。受风险偏好波动等因素影响，5月（截至27日），A股主要指数 涨跌出现分化，其中万得全A涨幅最大，而科创50跌幅最大。行业端涨多跌少，轻工制造、综合、纺织服饰等 行业表现较好，而电子、计算机、房地产、社会服务等行业表现相对较差。 5月港股市场震荡上行。5月受海外扰动缓和、国内风险偏好回暖等因素影响，港股市场整体走势震荡上行。截 至2025年5月27日，恒生香港35、恒生指数、恒生综合指数、恒生中国企业指数、恒生科技的涨幅分别为 7.6%、5.7%、5.3%、4.9%、1.9%。 A股观点：继续关注三类资产 政策的持续支持以及中长期资金积极流入背景下， A股市场有望震荡上行。当前A股市场的估值处于2010年以 来的均值附近，而随着政策的积极发力，中长期资金带来的增量资金或将持续流入市场，对资本市场形成托 底，A股市场有望震荡上行。 配置方向上，关注三类资产。方向一：稳定类资产，如高股息、黄金。稳定类资产能够在市场面临不确定时提 供确定性。方向二：产业链自主可控。在"双循环"新发展格局和全球产业链重构的双重驱 ...

Core Viewpoint - Kids2 Group's investment in Meiqi (Jiujiang) Baby Products Co., Ltd. aims to establish a global flagship manufacturing base for mid-to-high-end baby products, targeting an annual export value exceeding 100 million USD within five years [1] Group 1: Company Expansion and Performance - Meiqi Company has been operating in Jiujiang for 8 years, focusing on mid-to-high-end baby products, with products sold in over 70 countries and regions [1] - The company plans to expand its production capacity with a new phase of investment, leveraging the advantages of the Jiujiang Comprehensive Bonded Zone [1][2] - The expected export value for this year is 59 million USD, indicating strong growth momentum [1] Group 2: Policy and Support - The Jiujiang Comprehensive Bonded Zone provides significant policy advantages, including tax benefits and logistics support, which are crucial for the company's development [1][2] - The local government has implemented a "whole life cycle service" approach, assisting the company with various operational challenges, which has contributed to its rapid growth [3][4] Group 3: Industry Ecosystem and Collaboration - The favorable business environment in Jiujiang has attracted additional companies, resulting in six upstream enterprises settling in the area, enhancing the local industrial chain [5] - The establishment of over ten local procurement companies has fostered a collaborative ecosystem, improving production efficiency and promoting technological exchanges [5] - The Jiujiang Comprehensive Bonded Zone has implemented innovative policies that enhance the competitiveness of enterprises, allowing for seamless transitions between domestic and international markets [5]

Core Viewpoint - The article highlights how Yu Junfeng, the general manager of Zhongshan Dacheng Frozen Food Co., Ltd., navigated the challenges posed by tariff disputes, leading the company to innovate and expand its market reach despite significant obstacles [2][3]. Group 1: Company Background and Challenges - Zhongshan Dacheng Frozen Food Co., Ltd. has been in operation for over 10 years, primarily relying on seafood exports, with 95% of orders coming from overseas markets, particularly the U.S. [5] - The U.S. imposed a 170% tariff on Chinese seafood products, severely impacting the company's operations and leading to over 10 million yuan worth of inventory being halted [5][4]. - The company faced difficulties in selling products like red drum fish domestically due to a lack of local demand, complicating inventory clearance efforts [5] Group 2: Strategic Responses - In response to the tariff crisis, Yu Junfeng initiated a dual-circulation strategy, focusing on both domestic and international markets [8]. - The company partnered with Dongfang Zhenxuan in 2024, becoming a supplier for their self-operated sour fish, which contributed approximately 20% to 30% of Dacheng's revenue in the first year of collaboration [9]. - The partnership with Dongfang Zhenxuan also led to improvements in product safety standards, aligning with export quality requirements [9]. Group 3: Market Expansion Efforts - Yu Junfeng and his team actively sought new markets in the EU, Middle East, Southeast Asia, and countries along the Belt and Road Initiative, adapting products to meet various international regulations [11]. - The company’s proactive approach in exploring global markets demonstrates resilience against the challenges posed by rising tariffs and trade tensions [11].