上市企业：中成股份（000151），远大控股（000626），厦门信达（000701），凯瑞德（002072），江 苏国泰（002091），怡亚通（002183），鹏都农牧（002505），五矿发展（600058），苏豪弘业 （600128），东方创业（600278），江苏舜天（600287），ST沪科（600608），苏美达（600710）， 云维股份（600725），汇鸿集团（600981），中信金属（601061） 数据来源：海关总署，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国数字贸易行业竞争策略研究及未来前景展望报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2025年1-4月，贵州省进出口总额（海关口径）为254.5亿元，比上年同期增长2.1%，其中出口额为 155.66亿元，同比下滑3.6%，进口额为98.87亿元，同比增长12.5%，贸易顺差为56.79亿元。。 ...

2025年1-4月，河北省进出口总额（海关口径）为1838.7亿元，比上年同期下滑9.1%，其中出口额为 1155.25亿元，同比下滑4.2%，进口额为683.4亿元，同比下滑16.2%，贸易顺差为471.85亿元。。 上市企业：中成股份（000151），远大控股（000626），厦门信达（000701），凯瑞德（002072），江 苏国泰（002091），怡亚通（002183），鹏都农牧（002505），五矿发展（600058），苏豪弘业 （600128），东方创业（600278），江苏舜天（600287），ST沪科（600608），苏美达（600710）， 云维股份（600725），汇鸿集团（600981），中信金属（601061） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2019-2025年1-4月河北省累计进出口统计图 数据来源：海关总署，智研咨询整理 相关报告：智研咨询发布的《2025- ...

Overall Requirements - The initiative aims to promote digital trade development in Liaoning, aligning with national policies and focusing on integrating digital and real economies [2] - By 2029, the share of digitally deliverable service trade in Liaoning is expected to exceed 45% of total service trade, with further growth projected to reach 50% by 2035 [2] High-Quality Digital Trade Platform Development - Establishment of the "Shen-Da Dual-Core" digital trade cluster in Shenyang and Dalian to enhance service trade innovation and scale effects [3] - Development of digital trade service platforms focusing on software, communication, big data, and AI, promoting market-oriented operations [3] - Creation of international exhibition brands for digital trade to attract elements and enhance the province's digital trade capabilities [3] New Business Models and Formats in Digital Trade - Promotion of digital transformation in foreign trade, encouraging the growth of cross-border e-commerce platforms and smart port construction [4] - Collaboration between digital industrialization and industrial digitalization, focusing on key technologies like AI and cloud computing [4] - Support for the digital transformation of service sectors such as finance, education, and healthcare [5] International Cooperation in Digital Trade - Encouragement for enterprises to participate in national and international exhibitions to showcase Liaoning's digital trade advancements [6] - Promotion of safe and efficient cross-border data flow mechanisms while ensuring data security [6] High Standards for Digital Trade Rules - Strengthening AI technology support and encouraging local institutions to participate in technology standard development [7] - Investment in digital infrastructure, including 5G and cloud services, to support digital trade [7] - Alignment with international digital trade agreements to facilitate data exchange and regulatory cooperation [7] Implementation Support - Increased financial support and diverse financing options for digital trade enterprises [9] - Optimization of talent support policies and collaboration between academia and industry to cultivate skilled professionals [10] - Establishment of a statistical monitoring system for digital trade development in Liaoning [10]

2025年1-4月，全国进出口总额（海关口径）为141389.3亿元，比上年同期增长2.4%，其中出口额为 83937.71亿元，同比增长7.5%，进口额为57451.57亿元，同比下滑4.2%，贸易顺差为26486.14亿元。。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市企业：中成股份（000151），远大控股（000626），厦门信达（000701），凯瑞德（002072），江 苏国泰（002091），怡亚通（002183），鹏都农牧（002505），五矿发展（600058），苏豪弘业 （600128），东方创业（600278），江苏舜天（600287），ST沪科（600608），苏美达（600710）， 云维股份（600725），汇鸿集团（600981），中信金属（601061） 2019-2025年1-4月全国累计进出口统计图 相关报告：智研咨询发布的《2025-2031年中国数字贸易行 ...

Core Viewpoint - Artificial intelligence is reshaping the global economic landscape, driving the development of the digital economy and digital trade while also presenting multiple challenges [1][2] Group 1: Digital Economy and Trade - The need for global digital governance rules is urgent, requiring coordination on data flow, algorithm ethics, and digital sovereignty conflicts [1] - Uneven distribution of technological benefits may exacerbate the "intelligent divide," necessitating efforts towards inclusive development [1] - Security risks are increasingly prominent, highlighting the need for collective responses to data security and the social impacts of industrial transformation [1] Group 2: Forum Insights - The Fourth Digital Economy and Digital Trade Forum was held in Shanghai, featuring discussions on AI, digital trade, digital finance, and digital transformation [1][2] - Various scholars presented keynote reports on topics such as the construction of a digital economy talent training system and the impact of AI technology on the labor market [2] - The forum aimed to create an open, cutting-edge academic exchange platform to contribute to Shanghai's goal of becoming a world-renowned "International Digital Capital" and a hub for AI development [2]

Group 1 - The seminar held by China during the WTO Public Forum discussed the impact of US unilateral tariff measures on the multilateral trading system and trade among WTO members, emphasizing the need to protect the legitimate rights of developing members [1][2] - A model analysis by a professor from Tsinghua University predicted that US reciprocal tariffs could lead to a 3.4% decrease in global trade by 2025, with US imports and exports dropping by 19% and 12% respectively [1] - The Director of the UN Conference on Trade and Development highlighted that global trade uncertainty has significantly increased since 2016 due to geopolitical tensions, adversely affecting the interests of developing countries [1] Group 2 - The Director of the International Trade Centre emphasized the importance of digital tools in helping businesses increase sales and reduce costs, suggesting improvements in digital infrastructure, skills training, and regulations [2] - Participants agreed on the critical need to maintain a rules-based multilateral trading system and enhance the stability and predictability of the international trade environment amid current trade turmoil [2] - The current Public Forum focused on themes such as digital trade, hosting nearly 90 seminars with over 4,000 representatives from government, industry, and academia [3]

Core Viewpoint - Digital trade is becoming a crucial engine for international economic cooperation and growth, driven by the acceleration of the global digital economy and the application of artificial intelligence [2][3]. Policy Developments - Digital trade has been incorporated into national strategic priorities, with the release of the "Opinions on the Reform and Innovation Development of Digital Trade" in 2024, aiming to enhance the proportion of digital delivery services and promote the development of digital products, services, and technologies [2]. - The National Development and Reform Commission and the National Data Bureau will publish the "2025 Digital Economy Development Work Points" in April 2025, focusing on accelerating digital trade development and exploring new models for cross-border data flow management [2]. Industry Trends - New technologies are driving innovation in digital trade, with advancements in embodied intelligence and large model applications enhancing automation in cross-border e-commerce logistics and services [3]. - The definition of digital trade is evolving from traditional "goods + services" to a comprehensive value system that includes "technology + data + culture" [3]. Awards and Recognition - The "2025 Digital Trade Series Evaluation" has been launched to showcase representative and leading enterprises and individuals in technology breakthroughs, model innovations, and global expansion [5][7]. - The evaluation will focus on young innovative entrepreneurs under 35 years old, aiming to identify talents that can drive the upgrade of China's digital trade towards higher technology content and added value [5]. Evaluation Categories - The "2025 Digital Trade Industry Enterprises 100" evaluation will focus on companies in advanced manufacturing technologies and artificial intelligence, data transaction ecosystems, cross-border e-commerce, and cultural integration [8]. - The "2025 35 and Under Digital Trade Young Innovators 10" will recognize young entrepreneurs leading technology innovation in digital trade, with a focus on high-growth potential companies [8]. Event Announcement - The "Digital Trade and Investment Dialogue" event will be held on September 26 during the "Fourth Global Digital Trade Expo," gathering leaders from various sectors, industry experts, and representatives from selected enterprises and investment institutions [9].

Group 1 - The "Silk Road E-commerce Day" event will take place on September 25, as part of the fourth Digital Trade Expo, serving as a key platform for deepening "Belt and Road" economic cooperation [1] - The event will adopt a "3+1+1+1" model to create a multi-dimensional communication matrix, focusing on the construction of the "Silk Road E-commerce" ecosystem and promoting precise international resource matching [1] - In 2024, countries participating in the "Belt and Road" initiative will account for over 50% of China's import and export volume for the first time, highlighting the significance of "Silk Road E-commerce" in driving innovation across logistics, payment, and technology sectors [1] Group 2 - The event will feature a detailed explanation of the "Hangzhou Model" of cross-border e-commerce, showcasing its evolution from a "test field" to a "global hub" [2] - Partner countries such as the UAE, Indonesia, and Russia will share resources and insights on cross-border goods, market channels, and digital infrastructure during the event [2] - The "Silk Road Cloud Products" recommendation week will commence on September 25, featuring quality products and cultural tourism from the Silk Road, with participation from major platforms like Taotian Group, JD.com, and Pinduoduo [2]

Core Insights - Yiwu International Trade City, known as the "world supermarket," continues to thrive amid global trade fluctuations, with a total import and export value of 554.26 billion yuan in the first eight months of this year, representing a year-on-year growth of 24.9% [2] - The integration of AI tools in the Yiwu market has significantly enhanced operational efficiency, with over 30,000 merchants adopting AI technologies, leading to an order growth of over 30% for those deeply utilizing AI [4][6] Trade Performance - In the first eight months of this year, Yiwu's exports reached 486.6 billion yuan, up 23.7% year-on-year, while imports totaled 67.66 billion yuan, marking a 34.0% increase [2] - The strong performance is attributed to the robust supply chain and continuous upgrades by the operators in the Yiwu market [2] AI Integration - AI tools have become a new driving force for customer acquisition in Yiwu, with merchants reporting order increases of over 40% due to AI assistance in product design and marketing [3] - The Chinagoods platform has launched various AI applications to support merchants in production design, content generation, and transaction facilitation, enhancing the overall trade chain [4][7] Strategic Collaborations - Yiwu Small Commodity City has partnered with Qunhe Technology to create a digital ecosystem aimed at supporting 10,000 merchants in leveraging AI for international trade [6] - The collaboration with Tencent Smart Retail aims to accelerate the digital transformation of Yiwu, positioning it as a global digital trade center [8] Market Evolution - Yiwu is transitioning to its sixth-generation market, with the Global Digital Trade Center project set to open in October 2025, featuring an investment of 8.3 billion yuan and a construction area of 1.25 million square meters [8][10] - The new market will focus on innovative services for merchants, including global brand incubation and supply chain finance, promoting a digital upgrade across the trade ecosystem [9][10]

Core Viewpoint - The implementation opinions released by the Liaoning Provincial Government aim to promote the development of digital trade, focusing on integrating the digital economy with the real economy, enhancing foreign trade dynamics, and supporting the revitalization of Northeast Asia [1][2]. Summary by Sections Digital Trade Development Goals - By 2029, the share of digitally deliverable service trade in Liaoning's total service trade is expected to exceed 45%, with continuous growth in cross-border e-commerce transactions. By 2035, this share is projected to surpass 50%, with improved quality and efficiency in cross-border e-commerce [1]. Digital Trade Infrastructure and Platforms - The plan includes the establishment of a "dual-core" digital trade cluster in Shenyang and Dalian, leveraging platforms like the China (Liaoning) Free Trade Pilot Zone to enhance digital trade development across the province [2]. - Development of digital trade service platforms focusing on software, communication, big data, artificial intelligence, and industrial internet, while promoting a collaborative model involving government, universities, and businesses [2]. Digital Transformation of Trade Models - Encouragement of digital transformation in foreign trade models, including the promotion of cross-border e-commerce and smart port construction to enhance operational efficiency [3]. - Support for the digital transformation of service sectors such as finance, education, and healthcare, integrating technology with traditional industries to drive modernization [3]. Innovation in Digital Products - Promotion of digital product trade through technological, content, and model innovations, with a focus on cultural digitalization and the development of competitive digital products [4]. - Emphasis on building a digital industry chain that integrates various sectors, enhancing the competitiveness of digital products [4]. Infrastructure Investment - Strengthening digital trade infrastructure by attracting social investment in new information and communication technologies, including 5G and fiber-optic networks [5]. - Exploration of platforms for interconnected computing power to support the digital trade supply chain [5].