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面对关税冲击,外贸企业怎么办?新一轮增量政策或将加快落地
Sou Hu Cai Jing· 2025-04-29 02:12
Group 1 - The central political bureau meeting on April 25 emphasized the need for a more proactive macroeconomic policy, focusing on utilizing more aggressive fiscal policies and moderately easing monetary policies, including potential interest rate cuts and reserve requirement ratio reductions [1][2] - The meeting highlighted the importance of supporting foreign trade enterprises affected by tariffs, suggesting an increase in the unemployment insurance fund's stability return ratio for these companies [1][3] - There is a strong emphasis on expanding domestic demand and exploring new external markets, indicating a strategic shift to enhance the resilience of foreign trade enterprises amidst external shocks [1][3] Group 2 - The anticipated new round of incremental policies, including interest rate cuts and reserve requirement ratio reductions, is expected to be implemented in the second quarter [2] - The meeting's focus on external shocks, particularly the tariff situation, suggests that the challenges may persist longer than expected, requiring long-term preparations from businesses [2] - The first quarter saw China's goods trade imports and exports reach 10.3 trillion yuan, a year-on-year increase of 1.3%, with exports growing by 6.9%, demonstrating the resilience of China's foreign trade despite external pressures [3]
以变应变:应对“对等关税”影响的思路与对策
Sou Hu Cai Jing· 2025-04-28 23:12
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]
助力外贸产品拓内销,上海10天两场对接会密集落地
Di Yi Cai Jing· 2025-04-28 12:34
Core Insights - Multiple foreign trade enterprises and Shanghai's supermarket companies have reached preliminary cooperation intentions to support the integration of domestic and foreign trade [1][5] - The event aims to facilitate foreign trade products entering the domestic market, especially in light of challenges faced by exporters due to high tariffs [1][2] Group 1: Event Overview - The "Shanghai Supermarket Foreign Trade Quality Products Matching Event" was held to promote the integration of domestic and foreign trade [1] - The event was organized by the Shanghai Municipal Commission of Commerce and hosted by Bailian Group, featuring face-to-face discussions between key supermarkets and nearly 80 foreign trade companies [1][2] Group 2: Company Initiatives - Bailian Group has established a dedicated team to assist foreign trade companies, aiming to quickly launch their products in the domestic market during the "May 5 Shopping Festival" [2][3] - Lianhua Supermarket has opened a fast track for foreign trade companies to enter the domestic market, enabling rapid product listing within a week [2][3] - Hema has simplified the entry process for foreign trade companies, ensuring quick product availability in the domestic market through a 24-hour dedicated service [3] Group 3: Support Measures - Various supermarket chains, including Bailian and Lianhua, are offering special support measures such as marketing resources, expedited listing services, and dedicated channels for foreign trade products [3][4] - Zhongshan Park Longzhimeng has formed a specialized team to provide rental discounts and promotional support for foreign trade enterprises [4] - Global Harbor is implementing seven major actions to assist foreign trade companies in entering the domestic market, including venue support and new media promotion [4] Group 4: Future Activities - The Shanghai supermarkets will continue to hold foreign trade product matching activities during the upcoming "May 5 Shopping Festival" [5]
多地密集出手支持“出口转内销”,深圳最高奖励2500万|稳外贸布新局
Di Yi Cai Jing· 2025-04-28 09:00
深圳推出拓内销10条措施,对企业给予多种真金白银的支持。 为了应对外部挑战增多带来的外贸压力,多个外贸大省及重点城市密集出手,通过政策扶持、平台搭 建、渠道拓展等方式支持企业开拓国内市场。 第一财经记者从深圳市商务局获悉,当地近日推出2025年服务企业拓展国内市场系列支持政策,包括支 持企业参加消费品以旧换新补贴活动,支持商贸企业开拓国内市场,支持网络零售扩容等10条具体措 施,单项最高奖励达2500万元。 根据政策,深圳支持企业参加消费品以旧换新补贴活动,对个人消费者购买家电、数码产品,按照销售 价格给予最高2000元补贴。支持商圈、行业协会、企业举办系列促消费活动,对纳入"深圳购物季"市级 重点活动项目,按实际投入的50%给予最高200万元资助。 政策明确,帮助企业开拓国内消费市场,实施零售额增长奖励,对零售额每增长1亿元给予50万元奖 励,最高奖励1000万元。 在发展壮大支持电商平台企业方面,深圳实施电商平台营收增长奖励项目,对年营业收入达到一定规模 的电子商务平台主体按照营业收入增长额的0.5%给予奖励,每家企业最高奖励300万元;对首次纳 入"四上"企业库并于入库次年实现营业收入、零售额正增长的批 ...
国新办介绍稳就业稳经济若干举措 涵盖外贸、消费及投资等五方面内容
智通财经网· 2025-04-28 04:21
智通财经APP获悉,4月28日,国务院新闻办公室于上午举行新闻发布会,国家发展改革委副主任赵辰 昕、人力资源社会保障部副部长俞家栋、商务部副部长盛秋平、中国人民银行副行长邹澜介绍稳就业稳 经济推动高质量发展政策措施有关情况,并答记者问。国家发展改革委副主任赵辰昕表示,我国将出台 实施稳就业稳经济推动高质量发展的若干举措,包括五方面内容。分别涉及就业、外贸发展、促进消 费、扩大有效投资以及营造稳定发展的良好环境。 具体来看,在支持就业方面,主要包括鼓励企业积极稳定就业、加大职业技能培训力度、扩大以工代赈 等支持、加强就业公共服务等举措; 在稳定外贸发展方面,主要包括一业一策、一企一策加大支持力度,帮助出口企业规避风险,扩大服务 产品"出海",鼓励外资企业境内再投资等举措; 在促进消费方面,主要包括扩大服务消费,强化失能老年人照护,推动汽车消费扩容,构建技能导向的 薪酬分配制度等举措; 在积极扩大有效投资方面,主要包括完善消费基础设施、大力提振民间投资积极性、设立新型政策性金 融工具等举措; 在营造稳定发展的良好环境方面,主要包括持续稳定和活跃资本市场、持续巩固房地产市场稳定态势、 加大对实体经济的金融支持等举措 ...
新形势下“出口转内销”怎么转?
Jing Ji Wang· 2025-04-28 02:25
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].
200+外贸企业集结汉口北 数千款出口尖货引爆消费升级潮
Sou Hu Cai Jing· 2025-04-28 00:14
消费热情燃爆市场活力 洽谈活跃折射转型新机 上午9时许,智能家居展区已人头攒动。湖北穿石智能展位的洗地机"70分钟续航""干湿垃圾一遍净"的功能讲解引发阵阵赞叹。攀升科技展台 前,年轻消费者正体验定制电脑的3D设计功能,工作人员表示:"上午已接待30余组专业客商咨询。" 4月26日,由商务部、湖北省商务厅主办的外贸优品中华行湖北站暨"乐购湖北"消费季活动在黄陂汉口北国际贸易城开幕。作为全国首轮内外 贸一体化试点省份的标志性实践,活动首日即吸引10万人次到场,智能科技、国潮设计、跨境好物交织成消费升级的澎湃图景。 汉口北中心广场各大展区内,智能科技与荆楚文化上演跨界对话。外贸优品区成为科技迷的"朝圣地",可监测心率变化的智能运动衣、支持60 国语言实时翻译的AR眼镜引发体验热潮;焕新智享区内,格力零碳源空调、海尔智慧厨房套组通过能耗数据可视化,让消费者感知绿色生活 的真实价值。 "没想到外贸产品能这么'懂'人!"在荆楚臻味专区,市民张先生试吃十堰特产品牌"李二鲜鱼火锅"带来的各种"鱼宴"后感叹。该专区集结数百 款荆楚创新美食,让国际口味嫁接本土基因。传世楚韵专区则上演非遗与潮玩的化学反应:曾侯乙编钟造型蓝牙音箱 ...
宏观|我国对美出口贸易的省市维度观察
中信证券研究· 2025-04-28 00:14
文 | 杨帆 玛西高娃 ▍ 我国对美出口贸易在省际层面呈现出东部集中、区域分化和集群支撑的三重特征 。 第一,我国对美出口高度集中于东部沿海省份,2 0 2 3年以来前五大省份贡献了7 2 . 3%的出口额,前八大省份合计贡献8 4 . 9%,其中广东和浙江 出口动能更为强劲,两者分别贡献了2 5 . 1%和1 6 . 6%。不过前五大外贸大省在面对关税2 . 0的表现,出现了分化,山东和浙江可能抢出口诉求更 强,上海和广东略靠后。出口交货值视角也基本印证上述结论,当前上海在出口交货值增速上较为疲弱。 我国分省市对美出口整体呈现出东部集中、区域分化和产业集群支撑的三重特征。其中,广东和浙江等东部沿海省份是出口主力,山西和河南等 中部省份对美出口依赖偏高。同时结合商品结构层面,我国各省市对美出口贸易呈现商品出口中心度较高、总体依赖度不高且结构多元的特征。 第一,从出口中心度来看,机电设备、纺织鞋服和家具类是支撑出口的核心品类,不同省份在这些品类上的中心度高低差异明显。第二,从对美 出口依赖度来看,大部分省市总体依赖度不高,大部分省份在主要品类上的依赖度低于5%,另外,沿海地区整体呈现出产业链多元、出口商品 类别 ...
一边共御“风浪” 一边全球布局——江苏外贸企业危中寻机一线调查
Xin Hua Ri Bao· 2025-04-27 23:23
"年初的时候,我们还在和客商沟通解决方案,等到4月大幅增加关税后,与美国市场的合作几乎停 滞。"公司内销部负责人穆龙生告诉记者,那段时间时不时要拿出手机,刷新最新关税动态。同时,自 己和团队主动出击,把焦虑转化为动力,"全员出差、寻找客户。" 4月7日,永辉超市发布《致中国优质供应链的一封信》,为出口受阻的中国优质供应链搭建起内销 转型的桥梁。对于华腾公司来说,是个好机会。 "看到永辉超市的公开信,我们主动联系并进行几个小时的商谈,把上架时间缩短到一周。"穆龙生 表示,第一轮供货全国20个永辉超市门店,上架的是华腾旗下自有品牌"佰仕洁"牙刷、牙线,并将包 装、宣传物料等调整为中文,目前专区产品购买率很高。 "我们打开国际市场的优势是'物美价廉'。现在转为内销,综合各方面成本,给国内消费者提供的 产品远低于国外名牌的价格,但品质和国外名牌相当。"穆龙生表示,除了转战内销渠道,企业也在积 极拓展新兴市场,已接到巴西500多万元的订单,生产线开始正常有序运转。 有了永辉超市的雪中送炭,也有其他国货伙伴抛来"橄榄枝",穆龙生深刻体会到互相扶持、患难与 共的情谊。 "不久前,在扬州举办的'中国美业港'推介会上,我们结识 ...
1-3月全国规模以上工业企业利润增速转正,保持良好增长势头
Xin Jing Bao· 2025-04-27 10:42
Core Viewpoint - In the first quarter of 2025, China's industrial enterprises achieved a total profit of 1.509 trillion yuan, marking a year-on-year increase of 0.8%, with March showing a 2.6% increase, indicating a positive shift in profit growth after a period of decline [1][2][3]. Group 1: Profit Growth and Economic Indicators - The profit growth of industrial enterprises turned positive for the first time since August 2024, supported by improved macroeconomic policies and a strong increase in industrial added value, which rose by 6.5% year-on-year in the first quarter [2][3]. - The manufacturing sector's profit margin improved slightly, with a cumulative profit margin of 4.7% in the first quarter, up by 0.17 percentage points from the previous quarter, while the profit margin for manufacturing shifted from negative to positive [2][3]. - The increase in profits was primarily driven by volume growth, with revenue rising by 3.4% in the first quarter, supported by strong domestic and international demand [2][3]. Group 2: Challenges and Future Outlook - Despite the positive profit growth, challenges remain, including increased turnover days for finished goods and accounts receivable, indicating pressure on cash flow for industrial enterprises [3][4]. - The external environment is becoming more challenging due to factors like "reciprocal tariffs," which may impact export performance, and persistent low prices affecting profit margins [4][5]. - The Central Political Bureau's recent meeting emphasized the need for proactive macroeconomic policies to support industrial enterprises, particularly in light of external shocks and the need for integration of domestic and foreign trade [5].