机构表示，在外需受关税等政策影响存在不确定性背景下，提振内需消费、国货品牌崛起将为必然趋 势，建议关注聚焦内需市场的优质零售渠道和差异化消费品牌。 华西证券（002926）指出，促内需背景下，顺周期板块有望低位复苏，从而释放业绩弹性，相关受益标 的包括：蜜雪集团、祥源文旅（600576）、众信旅游（002707）等；消费出海前景广阔，近年来政策不 断加大对国货品牌出海的支持力度，建议关注出海服务商以及产品力较强的消费出海。 零售概念14日盘中走势活跃，截至发稿，天虹股份（002419）、南宁百货（600712）、茂业商业 （600828）、国光连锁（605188）、广百股份（002187）、三江购物（601116）、国芳集团（601086） 等涨停。值得注意的是，南宁百货近5个交易日已累计大涨近50%。 消息面上，近日，商务部组织有关商协会、大型商超和流通企业座谈，研究更好发挥各自优势，帮助外 贸企业扩宽内销渠道。同时通过"内外贸一体化"政策帮助外贸企业开拓国内市场。目前，已有包括京 东、盒马、永辉超市（601933）等在内的多家零售企业启动扶持计划，帮助外贸型企业开拓国内市场。 其中：京东宣布，将在未来一年 ...

导读 ：应对外部冲击重要的是保持定力、做好自己的事，外部冲击是考验也是转型平衡发展的机遇。 作者 | 一财评论员 2025.04. 14 本文字数：1606，阅读时长大约3分钟 在日前举行的商务部4月第2次例行新闻发布会上，商务部新闻发言人表示，将坚定不移推进高水平 对外开放，坚定不移走好自己的发展路，稳步推进内外贸一体化工作。更好发挥超大规模国内市场优 势，共同应对外部冲击。 具体措施包括，持续举办"外贸优品中华行"活动，搭建外贸企业拓内销平台，在市场准入、渠道开 拓、财政金融、服务保障等方面加大对外贸企业拓内销的帮助力度，促进内外贸渠道对接、品牌对 接、产销对接、标准对接。 11日，中国商业联合会联合中国连锁经营协会、中国百货商业协会、中国烹饪协会等七家协会发布 了倡议书，其中指出，当前拓展国内市场、促进内外贸联动发展，做好出口商品转内销的工作，已成 为当务之急。 外贸企业也早已在拓展国内市场上加快布局。由此，就形成了政府部门、行业协会、外贸企业等多方 合力的局面。 超大规模国内市场有能力缓冲外部不确定性带来的冲击。2024年，我国社会消费品零售总额达到 48.8万亿元，在促消费政策的支持下，这一数字还将 ...

Group 1 - The core idea of the articles revolves around the integration of domestic and foreign trade in China, emphasizing the need for businesses to adapt to changing global conditions and leverage the vast domestic market to enhance resilience [2][3][4] - In 2024, China's consumer goods market is projected to reach 48.4 trillion yuan, while the export trade is expected to amount to 25 trillion yuan, highlighting the significance of both domestic and international markets [2] - The "Integration of Domestic and Foreign Trade" has been a recurring theme in government reports and is a focal point of the fifth China International Consumer Products Expo [2][3] Group 2 - The pilot program for "Integration of Domestic and Foreign Trade" initiated in 2021 is set to conclude in 2025, with significant progress made in integrating both markets [3][4] - As of now, 80% of the pilot tasks have been completed across nine regions, with major provinces like Zhejiang, Shanghai, and Guangdong achieving a 30% integration rate among large industrial enterprises [6][4] - The initiative has led to the establishment of over 8,700 industrial enterprises engaging in integrated operations, and more than 2,200 leading enterprises have been cultivated [6] Group 3 - The "Foreign Trade Quality Products Chinese Tour" aims to provide platforms for foreign trade enterprises to expand into domestic markets, emphasizing the importance of building bridges for these businesses [12][13] - Eleven trade associations have jointly launched initiatives to support foreign trade enterprises in their transition to domestic sales, focusing on leveraging existing supply chains and market channels [12][13] - The government is working on resolving discrepancies in labeling and pricing between export and domestic products to facilitate smoother market entry for foreign goods [14] Group 4 - E-commerce platforms and major supermarkets are responding by creating "green channels" for foreign trade products, providing support for enterprises to diversify and stabilize their operations [15] - The fifth Consumer Products Expo has attracted over 4,100 brands from 71 countries and regions, serving as a significant platform for trade and showcasing foreign products [18] - The "1+10+N" initiative will kick off a series of activities aimed at promoting foreign trade products across various domestic markets, enhancing the integration of domestic and international trade [18]

多方携手助外贸产品拓内销 京东宣布，未来一年内，将大规模采购出口转内销商品，帮助外贸企业快速开拓国内市场。 此外，阿里、抖音电商、快手、盒马、叮咚买菜、唯品会、91家纺、震坤行等14家电商平台表示，将发挥电子商务直联供需优势，推出订 单直采、外贸专区、流量支持、绿色通道、供采对接等8方面举措，将优质外贸产品以电商速度从全国各地传递到千家万户。截至目前，各地 已向平台提供约1200家有内销需求企业名单。 永辉超市、华润万家、武商集团、物美等企业将为外贸企业开通"内销直通车"，使外贸产品以最快速度上架与消费者见面。联商网、蚂蚁 商联等零售联盟将以全渠道赋能助力外贸企业转内销、拓市场。 央视网消息：美国滥施关税搅乱全球经济秩序，不少国内外贸企业也可能面临着挑战。为应对美滥施关税影响，商务部加大力度推进内外 贸一体化，帮助外贸产品拓内销，指导行业协会、重点商超、电商平台发挥市场优势、渠道优势、品牌优势，与外贸企业携手并进、共渡时 艰。 我们看到，助力外贸企业开拓国内市场，相关的部门、协会、企业已经纷纷开始行动。从实体商超到线上平台都在想办法。如何助力外贸 企业拓内销？怎样帮助外贸商品丝滑进入国内市场？一起来看大家做出 ...

Group 1 - Global enterprises are facing challenges from "de-globalization," prompting Shanghai companies to respond proactively to the new trend of integrated domestic and foreign trade development [1] - Hema has opened its platform to Chinese foreign trade enterprises, simplifying certification processes and shortening review cycles to facilitate online market expansion [1] - Shanghai's local leaders are actively researching key foreign trade enterprises to implement supportive policies aimed at stabilizing expectations, boosting confidence, and promoting consumption [1] Group 2 - Dongfang International Commercial Group has seen its export share to the U.S. decrease from 28% to 23% over the past seven years, emphasizing the importance of diversifying markets and enhancing supply chain services [2] - Hongming Supply Chain has established a collaborative service platform for the integrated circuit industry, highlighting the necessity of international cooperation in this sector [2] - Despite challenges, the Chinese market remains attractive, with local enterprises quickly adapting to new international trade policies to minimize disruptions [2] Group 3 - Mitsubishi Electric Automation (China) and ABB Group are increasing their investments in China, focusing on integrated operations and smart building markets, respectively [3] - Foreign enterprises recognize the essential role of the Chinese market, citing its complete industrial system, large market demand, and high-quality talent pool as key factors for investment [3] Group 4 - Shanghai's Lingang New Area is promoting global investment activities, while local leaders are engaging with foreign companies to explore win-win development opportunities [4] - The city is reinforcing its position as a major economic center and a testing ground for higher levels of opening up to the outside world [4] Group 5 - Jinshan District plans to support enterprises in exploring emerging markets, particularly in countries along the "Belt and Road" initiative, ASEAN, the Middle East, and Latin America [5] - Huangpu District aims to provide certainty for foreign trade enterprises by implementing supportive policies and early funding disbursements [5] - Jiading District is focusing on localizing supply chains and enhancing domestic innovation capabilities to adapt to high tariff impacts [5] Group 6 - Nanjing Road's New World Daimaru Department Store reported a revenue of 2.303 billion, with a year-on-year growth of 2.01%, indicating a positive trend in consumer spending [6] - The Hongqiao International Central Business District has become a key destination for domestic and international tourists, with a significant proportion of new brands opening their first stores there [6] - Shanghai is set to launch various consumer promotion activities to further unlock internal potential, including showcasing new vehicles at the upcoming 2025 Shanghai Auto Show [6]

外部环境不确定性增加，广大外贸企业如何应对也是当前各方关心的重点。仅4月10日，福建、辽宁等 多省份就明确部署推进内外贸一体化工作。其中，福建就提出要聚焦纺织服装、箱包、食品等传统优势 出口行业，建立省市县分级分类联系重点外贸企业机制，联动行业商协会深入摸排外贸企业需求，"一 对一"帮助开拓国内市场，消纳部分出口受阻产品。 对此，何咏前也有进一步回应。她指出，近日，商务部已组织有关商协会、大型商超和流通企业座谈， 研究更好发挥各自优势，帮助外贸企业扩宽内销渠道。 "我们将帮助出口遇阻的外贸企业开拓国内市场，用好消费品以旧换新政策，办好外贸优品中华行等系 列活动，深入开展内外贸一体化工作等。"何咏前表示，商务部将搭建外贸企业拓内销平台，在市场准 入、渠道开拓、财政金融、服务保障等方面加大对外贸企业拓内销的帮助力度，促进内外贸渠道对接、 品牌对接、产销对接、标准对接。 何咏前表示，作为全球第二大经济体和第二大商品消费市场，面对美国霸凌关税，我们将坚定不移推进 高水平对外开放，坚定不移走好自己的发展路，以自身的稳定发展为全球经济注入更多确定性。 4月10日，商务部新闻发言人何咏前在例行发布会上就"是否与美国就加征关 ...

Group 1: Banking Sector Developments - The four major banks in China announced plans to raise capital through a premium private placement of A-shares, with total fundraising amounts of up to RMB 105 billion, 165 billion, 120 billion, and 130 billion respectively [9] - The Ministry of Finance will subscribe to all newly issued shares of China Bank and Construction Bank, and over 90% of the new shares of the other two banks, totaling an investment of RMB 500 billion [9][10] - The issuance prices for the banks are set above their current market prices, indicating a strong government backing and a focus on enhancing the banks' risk resistance capabilities [9][10] Group 2: Consumer Market Initiatives - The Ministry of Commerce plans to accelerate the integration of domestic and foreign trade, promoting consumption of high-quality foreign products [13] - The government will expand the scope of subsidies for replacing old consumer goods, aiming to stimulate demand for automobiles, home appliances, and digital products [14] - The initiative also emphasizes green consumption and resource recycling, encouraging consumers to replace inefficient products with more energy-efficient options [14] Group 3: Pension Financial System - The National Financial Supervisory Administration is working on establishing a pension financial system with Chinese characteristics over the next five years [16][17] - The plan aims to create a robust pension management service system and a diverse commercial pension financial system to meet varied consumer needs [17] - This initiative is crucial for addressing the challenges of an aging population and enhancing the stability of the financial system [17] Group 4: Real Estate Market Policies - Anhui Province has fully lifted housing restrictions and opened up inter-city loans to stimulate housing consumption and stabilize the real estate market [19][20] - The policy includes measures such as tax incentives for housing consumption and promotional activities for new housing [19][20] - This move aligns with national efforts to support the healthy development of the real estate sector [20] Group 5: Manufacturing Sector Insights - The manufacturing Purchasing Managers' Index (PMI) for March stands at 50.5%, indicating a slight increase and continued expansion in the manufacturing sector [21][22] - Large enterprises show a PMI of 51.2%, while small and medium-sized enterprises are below the critical point but have shown significant month-on-month improvements [21][22] - The overall economic outlook is positive, with expectations for further stabilization and growth driven by targeted economic stimulus policies [22]