中共中央政治局4月25日召开会议，分析研究当前经济形势和经济工作。针对今年以来我国外贸出口面 临严峻的贸易保护主义压力，会议提出，"统筹国内经济工作和国际经贸斗争""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"，并特别提出要多措并举帮扶困难企业，加快推动内外贸一体化。 会议提出，创设新的结构性货币政策工具，设立新型政策性金融工具，支持科技创新、扩大消费、稳定 外贸等。同时，会议要求"加快推动内外贸一体化"。对此，中信证券首席经济学家明明预计，我国可能 会加快国内国外产品执行标准和检测标准的互认，帮助出口企业对接国内批发零售渠道，鼓励外贸代工 企业与国内品牌商合作。 加强外贸企业融资支持 另外，从中国出口市场来看，2024年，中国与共建"一带一路"国家进出口占中国外贸总值近50%。"随 着《区域全面经济伙伴关系协定》、中国—东盟自贸协定，以及中国与越来越多的欧洲、拉美和中东国 家高标准双边自贸协定不断落地、深化和提级，未来中国对相关国家和地区的出口规模还有进一步拓展 的空间。"连平表示。 不过，面对外贸环境的变化，部分中小微外贸企业资金流较弱、融资难的问题进一步凸显。对此，需要 金融机构通过信贷、风险 ...

Group 1: Consumer Trends and Events - Jiangsu province has seen a surge in consumer activity during the "May Day" holiday, with various events and activities stimulating spending and enhancing the consumer experience [1][2][3][4][10] - The integration of cultural elements, such as the combination of early tea culture with martial arts themes in Taizhou, has attracted significant visitor engagement, with over 40,000 attendees at the early tea market [4][5] - The "Hi in Suqian" campaign has successfully transformed foreign trade products into popular domestic items, with 30 key foreign trade enterprises participating in the initiative [2][3] Group 2: Innovative Consumption Models - The introduction of pop-up stores, such as the Haidilao in rural areas, has created new tourism experiences, attracting over 1,500 visitors in just over a month [6][7] - The "May Day" holiday has prompted various themed consumption activities, including food festivals and shopping events, which have collectively engaged over 100 merchants and attracted large crowds [3][10] - The Ta Lake Bay Music Festival has generated significant economic impact, with 3.8 million attendees and 6.5 billion yuan in surrounding consumption, showcasing the potential of cultural events to drive local economies [12][13] Group 3: Regional Highlights - In Xuzhou, tea culture experiences have been developed, with over 200 students participating in tea picking and cultural education activities, highlighting the region's unique agricultural advantages [8][9] - The Salt City Fish Market has become a vibrant hub for local commerce, attracting nearly 150,000 visitors in a single day, with a focus on local food and cultural experiences [10][11] - Yangzhou's ancient streets have seen a revival in tourism, with themed events and local delicacies drawing large crowds, emphasizing the importance of cultural heritage in modern tourism [14][15]

Core Viewpoint - The article highlights the resilience and adaptability of the lighter manufacturing industry in Shaodong, Hunan, which produces over 15 billion lighters annually, accounting for 70% of global production, and emphasizes the importance of innovation and market diversification in response to external challenges [1][2]. Group 1: Industry Performance - Shaodong's lighter industry has a strong export focus, with companies like Dongyi Electric achieving an export volume of nearly $300 million in the previous year, reflecting a 5% year-on-year growth [2]. - In the first quarter, Shaoyang's exports of lighters and components to Belt and Road countries reached 480 million yuan, a 48.5% increase, while exports to the least developed countries grew by 13.3% to 60 million yuan [3]. Group 2: Innovation and Product Development - Companies are focusing on innovation, with Ringxing Lighter Manufacturing showcasing over 200 types of lighters, including new outdoor lighter products that have seen significant demand growth [4]. - Dongyi Electric invests over 60 million yuan annually in R&D, employing more than 80 dedicated personnel to enhance product quality and production efficiency through automation [5]. Group 3: Market Diversification Strategies - Shaodong's lighter manufacturers are diversifying their markets, with a significant portion of exports going to emerging markets in the Middle East and Southeast Asia [2]. - Companies are also expanding their domestic market presence, with domestic sales accounting for about 70% of some firms' revenues, and plans to increase this share further [7]. Group 4: Government Support and Future Plans - The local government is actively supporting the industry through various initiatives, including training programs for e-commerce and facilitating connections with domestic buyers [8]. - The "4×500" action plan aims to enhance the development of mid-to-high-end lighter products, targeting a production value of 30 billion yuan by 2028 [6].

Core Viewpoint - The Central Political Bureau of the Communist Party of China emphasizes accelerating the integration of domestic and foreign trade, with e-commerce platforms implementing various supportive measures to assist foreign trade enterprises in expanding domestic sales channels [1] Group 1: Supportive Measures by E-commerce Platforms - Tencent has launched ten measures, including a green channel for store opening and traffic support, to help foreign trade enterprises expand their domestic market [2] - JD.com plans to procure no less than 200 billion yuan worth of export-to-domestic products over the next year and will provide training and support for foreign trade enterprises [4] - Various e-commerce platforms, including Taobao and Meituan, are simplifying the entry process for foreign trade merchants and providing tailored support to enhance their online sales capabilities [7][8] Group 2: Success Stories and Impact - A kitchenware company in Zhejiang achieved over 1 million yuan in sales in a single day after implementing Tencent's support measures, showcasing the effectiveness of these initiatives [2] - JD.com quickly identified over 10,000 products suitable for immediate listing for a foreign trade company, demonstrating the efficiency of their support [4] - Meituan has facilitated over 200 foreign trade enterprises in entering the domestic market through its green channel since its launch [8] Group 3: Government and Industry Collaboration - The Ministry of Commerce is actively supporting platforms, industries, and local governments to form a collaborative effort to stabilize foreign trade and expand consumption [9] - Local governments are organizing events and providing services to assist foreign trade enterprises in connecting with domestic e-commerce channels [5][6]

Group 1 - The "Foreign Trade Quality Products China Tour" event in Nanjing aims to promote foreign trade products through various channels, including shopping districts and online platforms, from April 30 to the end of May [1][4] - Over 60 quality foreign trade companies are participating in a 1,300 square meter exhibition area in the central shopping district, showcasing a variety of products such as apparel, outdoor gear, and home goods [1][2] - The event is designed to create a strong consumer atmosphere and facilitate domestic sales channels for foreign trade enterprises, contributing to stabilizing foreign trade and expanding consumption [1][4] Group 2 - The exhibition features a wide range of products, including high-quality tea sets from "China Time-honored Brand" Gaochun Ceramics and various home textiles from Jiangsu Sumeida Group, attracting many buyers [2][3] - Companies like Nanjing LQ Health Technology Co., Ltd. are expanding their domestic market presence while continuing to export to countries like the USA and Japan [4][5] - The event serves as a platform for foreign trade enterprises to explore new domestic markets and enhance brand visibility [5][6] Group 3 - The Nanjing Municipal Bureau of Commerce is organizing online and offline activities to support foreign trade enterprises, including partnerships with major e-commerce platforms like JD.com and Suning [6][7] - JD.com is providing customized support for Nanjing foreign trade companies, including promotional resources and a green channel for new merchants [6][7] - Suning is offering comprehensive services for companies lacking domestic sales experience, including logistics and operational support [7]

进入二季度，全年工作进入抓落实、抓推进、抓突破的重要节点，这是承上启下的关键期，攻坚突破的 黄金期。要融入服务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，着力稳就业、稳企业、稳市 场、稳预期，千方百计扩消费，多策并举增加有效投资。要推动科技创新和产业创新深度融合，坚持教 育、科技、人才一起抓，优化创新平台体系，加快发展科技金融，实施"人工智能+"行动，提升产业链 群能级。注重抓、扭、提用力，全力以赴抓落实，巧借扭矩放大作用找到最佳支点，提升发展质量效 益。要推进产业园区改革发展，加强统筹谋划，深化制度改革，打造吸引力强的投资场景、发展场景。 注重立、改、破用功，以新发展理念引领高质量发展，更好发挥改革关键一招作用，该破的及时破、坚 决破、彻底破。要保民生保安全保稳定，挖潜扩容就业空间，倡导大学毕业生、各类人才投身乡村振兴 事业，防范化解金融风险，维护公共安全和社会稳定。注重准、实、效用心，精准发力、精准施策、精 准落实，做到谋划工作、制定措施、政策落地、解决问题要实，注重效能效果效益。 征途回望千山远，前路放眼万象新 ...

自美国挥舞关税大棒以来，我国部分外贸企业受到了一定冲击，与此同时，各方的帮扶举措也如"雪片般"涌向这些企业。 证券时报记者近期走访多个"出口转内销"展销会以及对接会获悉，国内大型商超、电商平台正积极帮助外贸企业拓宽内销渠道，"出口转内销""内外贸一体化"等举 措的成效初步显现。不过，帮扶仅是短期纾困下的"救急"之举，从长远看，"出口转内销"是一项系统性工程，需要外贸企业在产品适应性、品牌建设等方面开展系 统性变革，从"救急"转向常态化运营，以适应国内市场需求。 多方助力解燃眉之急 4月27日，大润发上海大宁店的一楼中庭，正在举行一场百货"外贸优品中华行"巡展销售活动，涵盖厨具、锅具、整理收纳、户外用品等商品，不少消费者正在选 购。大润发全国百货商品部总监秦聪接受证券时报记者采访时透露，因受顾客欢迎，原本计划4月25日就结束的巡展销售活动，延期到5月3日，后续还有望在大润 发其他门店开展。 秦聪向记者透露，截至4月27日，大润发自4月13日启动"外贸优品中华行"项目以来，共收到157家外贸企业的提报，目前达成意向合作的有91家，其中52家已经达成 立项合作。 京东出口转内销扶持计划深圳负责人介绍，京东预计一年投 ...

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]

Core Viewpoint - The development of cross-border e-commerce and the improvement of the cross-border delivery logistics system are crucial tasks for the current and future work, with significant strategic importance for enhancing supply chain resilience and promoting integrated domestic and international trade [1][2]. Group 1: Current State and Achievements - The cross-border delivery logistics system has seen rapid development, with the national express delivery volume expected to exceed 170 billion pieces in 2024, and international express delivery volume growing at a rate of 25% [1]. - Over 2,500 overseas warehouses have been established, covering a total area of more than 30 million square meters [1]. Group 2: Challenges and Structural Issues - High costs are undermining the competitiveness of small and medium-sized enterprises [2]. - Insufficient customs facilitation and inconsistent inspection standards are causing delays in cross-border packages due to clearance issues [2]. - The digitalization level is lagging, with many SMEs not connected to international logistics information platforms, resulting in low visibility across the entire logistics chain [2]. - The uneven distribution of overseas warehouses and a growing talent gap are hindering sustainable industry development [2]. Group 3: Recommendations for Improvement - Strengthening infrastructure layout and enhancing the global supply chain network by accelerating the automation of ports, airports, and railways, and supporting the construction of regional distribution centers [2]. - Establishing a cross-border logistics big data sharing platform to integrate customs, tax, and enterprise data flows, and utilizing technologies like blockchain for traceability [3]. - Developing a multi-dimensional consumer promotion system and establishing a unified cross-border logistics complaint response platform to optimize the cross-border consumption environment [3].

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]