Group 1 - The core viewpoint is that there is a rising trend of American consumers purchasing goods from China, driven by lower prices and the convenience of "reverse purchasing" [1][2][3] - Alipay data shows that in the first half of April 2025, the spending of tourists in China increased by 150%, with American users spending twice as much compared to the previous year [1] - The trend reflects a shift from Chinese consumers buying global products to foreign consumers increasingly purchasing Chinese goods, indicating new vitality and opportunities in international trade and consumption [1][2] Group 2 - The growth of "reverse purchasing" is attributed to advancements in China's manufacturing sector, including improvements in product quality, technological innovation, and design capabilities [2] - The introduction of an upgraded tax refund policy for outbound tourists, allowing immediate refunds at the point of purchase, has further stimulated shopping enthusiasm among foreign visitors [2] - The changing international trade environment, particularly the imposition of tariffs by the U.S. government, has made Chinese products more appealing due to their competitive pricing and quality [3] Group 3 - China's economic report for April indicates a stable start to the year, with a 4.6% increase in retail sales of consumer goods, accelerating by 1.1 percentage points compared to the previous year [4] - Policies aimed at integrating domestic and foreign trade are being implemented, facilitating connections between supply and demand, and promoting the expansion of domestic markets for foreign trade enterprises [4] - The comprehensive industrial system in China enhances the competitive advantage of Chinese products, while diverse consumption scenarios highlight the potential of the Chinese market [4]

促进跨境电商发展，完善跨境寄递物流体系，加强海外仓建设，是当下和今后工作的一项重要任务，近 期不少地区在拓展跨境物流网络方面作出了有益探索。 跨境寄递物流体系作为连接国内国际双循环的关键纽带，对提升产业链供应链韧性、促进内外贸一体化 发展、服务高水平对外开放具有战略意义。通过降低物流成本、优化资源配置、畅通国际通道，跨境寄 递物流不仅加速国内优质商品和服务"走出去"，还推动全球资源要素高效整合，为构建新发展格局提供 坚实支撑。 得益于国家构建起"中央统筹+地方特色"的政策体系，近年来我国跨境寄递物流体系实现跨越式发展， 全球寄递网络不断完善。2024年全国快递业务量突破1700亿件，其中，国际和中国港澳台地区快递业务 量增速达25%，多种跨境出海方式持续推进。至今已建设海外仓数量超2500个，总面积突破3000万平方 米。 跨境寄递物流快速发展的背景下，仍存在多重结构性矛盾亟待破解。一是成本高企，削弱中小企业竞争 力；二是通关便利化不足、口岸查验标准不一、数据共享不畅，导致跨境包裹因清关问题滞留时间过 长；三是数字化水平滞后，大部分中小企业未接入国际物流信息平台，全链路可视化率不足；四是海外 仓布局不均衡、专 ...

Core Insights - The article discusses the impact of U.S. tariffs on Chinese foreign trade enterprises and the subsequent support measures being implemented to help these companies transition from export to domestic sales [1][2][3] - It highlights the initial success of initiatives like "Export to Domestic Sales" and "Integration of Domestic and Foreign Trade," while emphasizing the need for long-term systemic changes within foreign trade enterprises to adapt to domestic market demands [1][5] Group 1: Support Initiatives - Major domestic supermarkets and e-commerce platforms are actively assisting foreign trade enterprises in expanding their domestic sales channels, with initiatives showing early positive results [1][2] - The "Export to Domestic Sales" project by RT-Mart has received proposals from 157 foreign trade companies, with 91 expressing intent to cooperate, and 52 already establishing partnerships [2] - JD.com plans to invest 200 billion yuan in domestic procurement of export products over the next year, providing various support measures to facilitate the transition for foreign trade enterprises [3][7] Group 2: Market Adaptation - Foreign trade enterprises are facing challenges in adapting their products to meet domestic consumer preferences, necessitating changes in product design and marketing strategies [5][8] - Companies like Zhejiang Wei Laoda are adjusting their product lines to better align with domestic market demands, indicating a shift from a focus on export markets to local consumer needs [6][8] - The need for foreign trade companies to familiarize themselves with domestic market rules and enhance their online operational capabilities is emphasized as a critical factor for successful market entry [7][8] Group 3: Sales Performance - The "Export to Domestic Sales" initiatives have led to significant sales successes, such as the rapid sale of 9,000 units of a ceramic product within 11 hours on JD's platform [4] - Companies like Qingdao Litai Agricultural Products have successfully sold 1.2 tons of ginger on the first day of their product launch in RT-Mart, showcasing the effectiveness of these initiatives [2][4] Group 4: Long-term Strategy - The article stresses that transitioning from export to domestic sales is not a short-term endeavor but requires sustained investment and continuous transformation [7][8] - Companies are encouraged to develop a comprehensive understanding of domestic consumer preferences and to innovate in product design and branding to ensure long-term success in the domestic market [7][8]

孙守刚作工作部署。省发展改革委、省工业和信息化厅、省商务厅汇报有关情况。郑州市、许昌市、漯 河经济技术开发区作表态发言。 各省辖市、济源示范区、航空港区设分会场。有关省领导出席。（记者 刘婵 马涛） 责任编辑： 王靖 4月29日，全省奋战二季度确保"双过半"动员部署会召开。省委书记刘宁出席并讲话，强调要深入学习 习近平经济思想和中央政治局会议精神，贯彻落实习近平总书记关于河南工作的重要论述，分析研判当 前经济形势，安排部署二季度经济工作，确保"时间过半、任务过半"，并在此基础上"接二连三"，圆满 完成全年目标任务、顺利实现"十四五"规划收官。省长王凯主持。 刘宁指出，全省上下坚决贯彻落实党中央决策部署，坚持开局即决战、起步即冲刺，奋战一季度、全力 拼经济，扛起了经济大省挑大梁重任。各地各部门要坚定拥护"两个确立"、坚决做到"两个维护"，聚 焦"四高四争先"，认清形势，提振信心，奋勇争先，坚决打赢我省经济发展夏秋季战役。 刘宁强调，二季度是承上启下的关键期，要服务融入全国统一大市场建设，加强市场运行监测监管，打 通规则障碍，提高运行效率，深化数据要素市场化改革，加快推动内外贸一体化。注重稳、扩、增用 招，着力稳 ...

提升光电子信息、汽车、化工等先进制造业产业集群外向度，形成国内成本最低、效率最高、辐射最广 的现代物流体系，提升企业出海便利化水平，提升"开放湖北"全球影响力…… 4月29日，第一财经记者从湖北新闻发布会上获悉，湖北近期出台了《关于实施枢纽提能战略 整体提升 支点开放辐射力的行动方案》（下称《行动方案》），围绕"打造什么样的开放高地，怎么样打造开放 高地"，提出实施五大行动、打造五大高地的具体举措，力争到2027年开放型经济中部领先，到2030年 开放型经济走在全国前列，到2035年对内对外开放新格局整体重塑，全面建成内陆开放高地。 "今年外部环境急剧变化，全球经济存在不稳定、不确定因素，外贸发展面临的风险挑战增多。"湖北省 商务厅厅长龙小红表示，湖北全力实施"防冲击九新措施"，以高质量发展的确定性应对外部环境急剧变 化的不确定性，实现从沿海开放后队向新时代发展前队的跃升。 今年一季度，湖北对第一大贸易伙伴东盟、第二大贸易伙伴欧盟进出口分别为392亿元、229.7亿元，分 别增长46%、42%。对共建"一带一路"国家进出口936.4亿元，增长18%。湖北省商务厅计划全年组织 3000家次以上企业参加国际展会， ...

吴桂英强调，要在"三个高地"建设上加压加力，滚动推进、闭环管理标志性工程重大项目，以"一座城"的理 念深化落实长株潭都市圈建设各项重点任务。在内需激活上加压加力，积极向上争资争项，促进消费扩容提质， 全面掀起项目建设热潮。在科产融合上加压加力，持续推进产业链高质量发展，全力建设全球研发中心城市，打 造大学生创新创业的沃土，千方百计支持企业纾困解难。在改革开放上加压加力，统筹推进重点改革任务落实落 地，加快推动内外贸一体化。在安全稳定上加压加力，办好民生实事，关爱帮扶特殊困难群体，筑牢生态安全屏 障。 吴桂英强调，当前全市各级各部门要强化责任担当、弘扬实干精神，做到经济调度紧起来、重点工作统起 来、纪律作风严起来、发展成效提起来，将配合中央巡视工作、开展深入贯彻中央八项规定精神学习教育和全市 经济社会发展有机结合，确保"时间过半、任务过半"。"五一"假期将至，要持续抓好安全生产和防灾减灾等各项 工作，切实维护社会大局平安稳定。 会议现场听取了区县（市）、园区一季度重点工作推进情况汇报。 4月28日，全市一季度重点工作讲评会召开。省委常委、市委书记吴桂英强调，要深入学习贯彻习近平经济思 想，切实把思想和行动统一到 ...

全球形势复杂多变，二季度被普遍视为影响全年经济走势的关键窗口期。在这样的背景下，中央政治局 会议于4月25日召开，对经济工作作出最新部署。 延续去年以来"更加积极"的宏观政策主基调，会议强调，用好用足更加积极的财政政策和适度宽松的货 币政策。适时降准降息，根据形势变化及时推出增量储备政策。 时代周报 原创深度报道2025.04.25 在保民生方面，会议提到，对受关税影响较大的企业，提高失业保险基金稳岗返还比例。 此外，会议还指出，加快推动内外贸一体化，同时将加大服务业开放试点政策力度，加强对企业"走出 去"的服务。同国际社会一道，积极维护多边主义，反对单边霸凌行径。 在保证外贸企业不受到强烈冲击的同时，积极开拓其他市场，提升产品竞争力，这是提升外贸韧性的主 要方法。事实上，近几年许多外贸企业已经为高关税做了相应准备，一季度中国外贸进出口也展现了强 劲的韧性。 一季度，中国货物贸易进出口10.3万亿元，同比增长1.3%，连续8个季度超过10万亿元。其中，出口 6.13万亿元，增长6.9%。国家统计局副局长盛来运表示，从短期来看，美国加征高额关税会对中国经济 和外贸带来一定压力，但是改变不了中国经济持续长期向好的 ...

Core Viewpoint - The Chinese government is implementing a series of measures to stabilize employment and the economy while promoting high-quality development, focusing on targeted and actionable policies to enhance the sense of gain for enterprises and the public [1][2]. Group 1: Employment Support - Measures include encouraging enterprises to stabilize employment, increasing vocational training, expanding support through labor substitution programs, and enhancing public employment services [2][6]. - A large-scale vocational skills training initiative will be launched, targeting sectors with high recruitment demand and focusing on key groups such as rural laborers and unemployed graduates [6]. Group 2: Foreign Trade Stability - The government plans to enhance support for foreign trade through tailored policies for individual industries and enterprises, helping exporters mitigate risks and encouraging foreign investment [2][3]. - Financial support will be increased, including government funding, credit support from financial institutions, and insurance for domestic trade [3]. Group 3: Domestic Demand Expansion - The potential for expanding domestic demand is significant, with an estimated annual investment demand exceeding 5 trillion yuan for equipment upgrades as the country advances in high-quality development [4]. - A new childcare subsidy system and targeted measures for car purchase quotas in cities with restrictions will be implemented to boost consumption [4]. Group 4: Investment and Infrastructure - The government aims to improve consumption infrastructure and stimulate private investment through new policy financial tools [2][4]. - An estimated 4 trillion yuan investment demand will arise from the need to update and renovate various pipelines over the next five years [4]. Group 5: Skill-Based Compensation - A skill-oriented salary distribution system will be established, guiding enterprises to consider skill levels in wage distribution, thereby incentivizing skilled labor [6]. - The government will implement differentiated subsidy support to better link training with employment and income growth [6].

Core Viewpoint - The "reciprocal tariff" policy of the Trump administration poses significant risks to global trade and supply chains, particularly affecting Jiangsu's economy, which will face both short-term pressures and long-term structural adjustments [1] Short-term Impacts - Jiangsu's exports to the U.S. are expected to decline due to increased tariffs, leading companies to shift orders to emerging markets like Europe and South America [2] - The impact of tariffs on export companies varies based on price elasticity; companies with inelastic demand may pass costs to U.S. consumers, while those with elastic demand may exit the market or absorb costs [2] - The strict origin inspection policies in the U.S. complicate re-export trade through countries like Cambodia and Vietnam, limiting options for Jiangsu companies [2] - Tariffs will increase the cost of imported raw materials and components, reducing market competitiveness and demand for Jiangsu enterprises [2][3] - Fluctuations in the RMB exchange rate due to tariffs will significantly affect small and medium-sized enterprises engaged in exports, leading to profit reductions and increased operational risks [3] - The inconsistency of U.S. tariff policies creates uncertainty, hindering investment decisions and operational activities of companies [3] Long-term Impacts - The "reciprocal tariff" policy may drive Jiangsu's economic transformation by pushing companies to enhance product value to offset rising tariffs [4] - Jiangsu enterprises are encouraged to diversify markets and explore non-U.S. markets, with exports to Belt and Road countries projected to grow significantly [5] - Government policy adjustments, including tariff reductions in key sectors, will support enterprise transformation and attract foreign investment [5] - Companies are increasingly localizing supply chains and establishing production bases in non-U.S. countries to mitigate tariff impacts [5] - The integration of domestic and foreign trade is accelerating, with initiatives to promote "export to domestic sales" models [6] Recommendations for Jiangsu - The government should innovate policies to support exports and establish a responsive mechanism for tariff impacts [7] - Companies should focus on enhancing competitiveness through technological advancements and transitioning to high-end production [8] - Jiangsu should continue to develop diverse market strategies to mitigate external risks, particularly in Belt and Road countries [9] - Financial innovations should be implemented to help enterprises manage operational risks, including currency hedging and supply chain financing [10] - Regional collaboration should be enhanced to improve overall resilience against risks, focusing on key industries like semiconductor and biomedicine [11] - A dynamic risk prevention system should be established to monitor tariff changes and support enterprises in adapting to new trade environments [12]

多家外贸企业和上海市商场超市企业达成了初步合作意向。 继4月18日"上海市电商助力外贸拓内销对接会"举办后，上海再次聚焦"内外贸一体化"，举行上海商场 超市外贸优品对接活动，以进一步力挺外贸产品拓内销。 4月28日，这场由上海市商务委主办、百联集团承办的对接会邀请了上海市重点商场超市与近80家外贸 企业在现场"面对面"，围绕专区设立、产品展示、市场推广等进行了深入对接和洽谈。多家外贸企业和 上海市商场超市企业在现场达成了初步合作意向。 当天从江苏赶到上海参加对接会的江苏天果生物科技有限公司总经理吴海锋表示，企业九成以上的货物 从上海出口。受美国高关税的影响，目前对美出口业务几近停滞，也面临部分原材料被浪费的情况。主 动与国内各大平台合作，将自营产品从出口转内销的同时，结合平台需求共同开发面向本地的产品，既 是自救也是新的开始。与此同时，他们也在努力开拓更加多元化的国际市场。 "我们已经接待了三十几家外贸企业。"百联股份副总经理蔡晓晶透露，他们正在对接一家对美出口份额 占八成以上的广州牛仔女装企业，自这家企业提出报名后就第一时间启动了专班机制，力争借"五五购 物节"的东风在百联旗下多个百货店帮助其快速上架，打开 ...