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） ...

Group 1 - The core viewpoint is that the shift from export to domestic sales is gaining momentum due to the impact of U.S. tariff policies, with major e-commerce platforms supporting foreign trade enterprises in expanding into the domestic market [1][2] - In 2024, China's total retail sales of consumer goods are projected to reach 48.8 trillion yuan, significantly exceeding the export value to the U.S., indicating a robust domestic market that can support foreign trade enterprises [1] - The successful sale of 2 million foreign trade toothbrushes by a factory in Yangzhou exemplifies the vitality of the export-to-domestic sales market, showcasing the advantages of established manufacturing capabilities and product quality [1] Group 2 - Transitioning from "OEM production" to independent branding and adapting to domestic consumer preferences involves overcoming challenges in product design, channel development, and brand building [2] - Policy support, such as the "Foreign Trade Quality Products China Tour" and financial assistance, is crucial for facilitating the transformation of foreign trade enterprises [2] - The need for a structural reform on the supply side is emphasized, with suggestions for improving the "same line, same standard, same quality" system for domestic and foreign trade products [3] Group 3 - The practice of export-to-domestic sales highlights the potential for new opportunities amid crises, emphasizing the importance of balancing change and stability [3] - A focus on consumer preferences is necessary, as differences in product features, such as toothbrush bristle hardness, must be understood to effectively penetrate the domestic market [2][3] - The commitment to expanding openness and adapting to international competition is essential for driving the transformation of foreign trade enterprises within the dual circulation framework [3]

Group 1 - Domestic e-commerce platforms and supermarkets are supporting foreign trade enterprises to penetrate the domestic market amid increased tariffs in the US [1][2] - Retailers like Yonghui Supermarket and Lianhua Supermarket are offering expedited services and marketing support to help foreign trade companies manage inventory and adapt products to domestic consumer trends [1][2] - JD.com and Douyin are implementing various measures, including direct procurement and dedicated foreign trade product sections, to enhance sales channels for quality foreign trade products [2] Group 2 - Logistics companies like SF Express are collaborating closely with supermarkets to ensure comprehensive delivery coverage and efficient order processing, particularly for bulky foreign trade goods [2] - The transformation from "export to domestic sales" requires efficient collaboration of supply chains, with e-commerce platforms and retail giants playing a crucial role in channel support [3] - China's domestic consumption market is recovering steadily, with retail sales reaching 83,731 billion yuan in January-February, showing a year-on-year growth of 4.0% [3]

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]

21世纪经济报道记者贺泓源、实习生谭伊亭 报道 美国关税风暴对运动鞋市场影响似乎还未实际显现。 2025年4月13日晚，耐克主要制鞋供应商华利集团披露的机构调研纪要显示，该公司目前订单正常，各 工厂均正常生产，保证按期交付。"客户没有取消、减少订单的情况，公司也没有收到客户调整出货计 划的通知。"华利称。 此外，华利集团还提到，以往关税都是由品牌客户（进口商）承担。这次关税如果大幅提升，品牌客户 若全部或大部分转嫁给消费者，很可能会影响部分消费者的购买意愿。品牌客户也可能会与运动鞋制造 商讨论成本问题，但是制造商的净利润空间有限，不同盈利能力的制造商面临的压力会有差异。"公司 已经根据美国对越南的关税加征的不同情况，拟定了不同的应对方案，并与客户保持密切的沟通。"华 利称。 4月2日，美国宣布对越南进口产品征收 46%的对等关税，此后，美国称对越南生效的46%惩罚性关税已 延迟90天实施。 4月14日，华利集团报收57.13元/元，涨幅1.76%。 同日，上证消费80指数报收4690.93点，涨幅0.07%。 宏观 德国经济部：美国贸易政策的影响尚未体现在当前的经济指标中 近日，德国经济部表示，美国贸易政策的 ...

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 ...

Core Viewpoint - Retailers in China are launching dedicated procurement plans and channels for foreign trade products to facilitate the transformation of high-quality domestic supply chains into the domestic market [1][3][4] Group 1: Retailer Initiatives - Yonghui Supermarket has opened a "green channel" for certain Chinese manufacturing enterprises exporting goods, allowing for rapid product listing within 15 days and engaging over 200 quality supply chain companies [1] - Dazhonghua has initiated a "Foreign Trade Quality Products into Supermarkets" support plan, providing free venue support for approved foreign trade enterprises through its 500+ stores [3] - Wumart Group plans to create a "Cloud Super Green Channel" to assist quality foreign trade enterprises in transitioning to domestic sales, including a rapid response center for foreign trade enterprises [3][4] Group 2: Collaborative Efforts - Bailian Group has established a dedicated team to facilitate the transition of export enterprises to domestic sales, enhancing communication and collaboration through a multi-departmental rapid response mechanism [4] - Lianhua Supermarket has launched the "Good Products Home" initiative, creating a green channel for foreign trade products to expedite their entry into the domestic market [4] - China’s retail sector is collectively supporting foreign trade enterprises through various initiatives, including promotional activities and data support to optimize supply chain management [4][6] Group 3: Market Expansion Plans - JD.com announced a support plan worth 200 billion yuan for the transition of exports to domestic sales, while Hema is opening channels for foreign trade enterprises to enter the market [5] - The "Foreign Trade Quality Products Chinese Tour" initiative is expected to provide procurement guarantees and promote customized sales for quality foreign trade products [6]

一、行情回顾 沪指全天震荡反弹，深成指、创业板指高开回落。大消费板块集体走高，体育、零售、食品等多个分支大涨，金陵体育、舒华体育、南宁百货、国芳集团、 绝味食品、双塔食品等多股涨停。海南本地股爆发，海马汽车、海汽集团、海南椰岛等封板。黄金股再度大涨，华钰矿业、湖南黄金涨停。个股涨多跌少， 沪深京三市超4500股飘红，今日成交1.31万亿。截止收盘沪指涨0.76%，深成指涨0.51%，创业板指涨0.34%。 二、当日热点 1、体育 早盘体育板块爆发，康力源、金陵体育、久祺股份悉数20cm涨停，新华都、浙江永强、舒华体育等集体涨停。 海南板块今日再度爆发，海汽集团、海南发展4天2板，双成药业3天2板，海德股份、京粮控股、海马汽车等集体上板。 | | | 最新价 = | 涨跌幅 ◆ | 涨停时间 = | 将于承 | 流通市值 ◆ | | --- | --- | --- | --- | --- | --- | --- | | 泰慕士 001234.SZ | 3天2板 | 21.12 | +10.00% | 09:25:00 | 2.49% | 19.11亿 | | 英派斯 002899.SZ | 3天2板 | 21. ...

【环球网科技报道 记者 王楠】在全球外贸市场风云变幻的背景下，中国零售版图正经历一场深刻的双向奔赴转型。近日，京东、家乐福、天 猫、永辉等零售巨头密集发声，通过千亿扶持计划、供应链深度改造、品牌孵化等组合拳，与外贸企业携手共拓内销万亿新蓝海。这场从工 厂车间直达超市货架的变革，不仅重塑了"中国制造"的流通密码，更催生了消费市场的新活力。 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，但外贸企业在转型过程中依然面临着"渠道、标准、品牌"三大挑战：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，一时间难以打开销路。深圳某电子代工企业负责人坦 言："我们给国际品牌代工的年出货量超500万件，但自有品牌在国内超市的上架率不足3%。" 面对这些挑战，连日以来中国零售巨头们纷纷伸出援手，助力外贸企业开拓内销市场。 华润万家于4月9日正式推出四大举措，为优质外贸企业开通内销"直通车"。通过匹配不同企业的产品定位，分级分类在旗下精品超市、综合 超市、社区超市 ...