Core Viewpoint - The Ministry of Commerce has launched the "Foreign Trade Quality Products China Tour" to enhance domestic sales channels for foreign trade enterprises, responding to the changing external environment and leveraging the growing domestic consumption market [1] Group 1: Market Dynamics - China's consumer market is expanding steadily, with over 1.4 billion people showcasing vibrant consumption potential, which can open up vast market space for quality export products [1] - The transition from export to domestic sales for foreign trade enterprises faces challenges such as differing market positioning, inconsistent standards, and low brand recognition [1] Group 2: Policy Support - Local governments are encouraged to accelerate the integration of internal and external trade standards, certifications, and regulations to eliminate institutional barriers [2] - Financial policies, including special credit funds and expanded export credit insurance, are recommended to alleviate funding pressures and reduce operational costs for foreign trade enterprises [2] Group 3: Infrastructure Development - Strengthening public service platforms to provide market information, legal advice, and talent training is essential for helping foreign trade enterprises adapt to the domestic market [2] - Industry associations should play a bridging role by organizing domestic exhibitions and trade fairs to facilitate the integration of internal and external trade [2] Group 4: Consumer Trends - The continuous upgrade of consumer demand in China is characterized by diversification and quality, prompting foreign trade enterprises to adjust strategies and innovate products that meet domestic consumer needs [3] - There is a focus on transforming quality foreign trade products into domestic market favorites by leveraging quality and research advantages [3]

Group 1 - The "Binhai International Trade Products Exhibition" aims to connect foreign trade enterprises with domestic supermarkets and e-commerce platforms, promoting the integration of domestic and foreign trade [1] - The event showcases over 50 foreign trade companies, highlighting the importance of utilizing both domestic and international market resources for efficient operations [1] - The Binhai New Area's business department is facilitating resource connections and encouraging foreign trade companies to diversify their market strategies, including participation in e-commerce platforms [1] Group 2 - Tianjin is implementing innovative measures to help manufacturing companies expand overseas, with a focus on AEO (Authorized Economic Operator) certification to enhance credibility and market access [2] - The AEO certification provides companies with benefits such as priority customs clearance and reduced documentation requirements, acting as a "green pass" for faster international trade [2] - In 2022, the overseas market revenue for China Railway Engineering Equipment Group (Tianjin) Co., Ltd. reached 190 million yuan, reflecting an 11.1% year-on-year growth [2] Group 3 - Tianjin Customs has established a key enterprise cultivation database for AEO certification, focusing on large equipment manufacturing and specialized enterprises, with 367 high-level certified enterprises to date [3] - The Tianjin Municipal Bureau of Commerce is combining foreign trade stability with consumer expansion, providing support for enterprises to navigate domestic market entry challenges [3] - Temporary market access measures and expedited certification channels are being introduced to assist companies transitioning from foreign to domestic markets [3]

Group 1 - The core viewpoint of the articles highlights the significant growth in exports from the Beijing-Tianjin-Hebei region, with a total export value of 4,454.6 billion yuan in the first four months of the year, marking a historical high for the same period and a growth of 1.7% [1] - In April alone, exports reached 1,216.6 billion yuan, achieving a historical high for the month with an 8% increase, the highest growth rate since June 2024 [1] - Beijing's share of exports in the region increased to 45%, up 1.4 percentage points from the previous year, indicating its crucial role in driving export growth in the region [1] Group 2 - Private enterprises have shown remarkable performance, becoming a key driver of export growth in the region, with the number of exporting companies increasing by 10.1% to 31,274 [1] - The number of private enterprises rose by 11.7% to 27,465, contributing 2,000.1 billion yuan in exports, which is an 11.3% increase and accounts for 44.9% of the region's total exports, up 3.9 percentage points [1] - Emerging industries such as automotive parts, information technology, aerospace, shipbuilding, and trendy toys have contributed significantly to the overall export growth, with specific export increases of 19.5%, 39.4%, 4.4%, 45.1%, and 47% respectively [2] Group 3 - The Daxing Airport Customs has reported a significant increase in import and export activities, with the comprehensive bonded zone's import and export values reaching 26.7 billion yuan in the first four months, a 50.9% year-on-year increase [3] - The establishment of the "smart port" initiative aims to enhance logistics services and streamline customs processes, thereby improving the overall efficiency of trade in the Beijing-Tianjin-Hebei region [3] - The Daxing Airport has launched its first international all-cargo flight route, facilitating cross-border e-commerce and enhancing international trade connections for local enterprises [2][3]

日前，"外贸优品中华行"全国纺织服装对接活动在厦门启动，旨在推动外贸优质产品融入国内大市场， 依托福建纺织服装产业基础，打造立足厦门、服务全国的内外贸双循环供应链专业展会。 商务部市场体系建设司副司长王建波表示，福建省是外贸大省，在推进外贸企业转内销方面肩负重任， 要推动内外贸标准衔接，优化制度环境，促进内外贸协同发展。 近期，福建在推动外贸优品拓展国内市场、促进内外贸联动发展方面动作频频。政府部门、平台、行业 协会以及内贸流通企业等各方力量紧密协作，共同推进出口商品转内销。 福建省工商联在泉州市举办服务外贸优品供需对接交流会，达成一批初步合作意向。此外，还组织民营 企业参加第五届中国国际消费品博览会。 福建省批发零售行业协会发布《关于助力外贸优品拓展国内消费市场的倡议》，号召福建内贸流通企业 为外贸产品开放"绿色通道"。"目前，协会已开通外贸企业信息收集通道，及时建立外贸优质商品企业 及商品名录，根据内贸企业需求进行分类推荐，全力助企纾困，促进内外贸资源深度融合。"福建省批 发零售行业协会执行副会长许安心说。 零售企业方面，永辉超市发出《致中国优质供应链的一封信》，信中写道："若您因出口受阻而库存积 压，我 ...

Group 1 - The "Five Five Shopping Festival" in Shanghai featured an Anhui special event, showcasing over 30 foreign trade enterprises with products including clothing, bags, and cosmetics [1] - Consumers showed interest in affordable and novel products, with sales reaching nearly 1,000 yuan at some stalls [1] - Anhui Craft Trade Import and Export Co., Ltd. exports 85% of its revenue to markets in Europe, America, and ASEAN, emphasizing the need to adapt to domestic market standards and consumer preferences [1] Group 2 - Multiple foreign trade companies plan to continue participating in such events to expand sales channels and improve domestic market presence [2] - The Anhui Provincial Department of Commerce is focusing on integrating domestic and foreign trade, providing policy support for foreign trade enterprises [2] - A matchmaking event facilitated connections between 18 large e-commerce platforms and over 370 domestic and foreign trade enterprises [2] Group 3 - Support for foreign trade products to enter various retail channels, including supermarkets and e-commerce platforms, has been established, with significant sales reported [2] - Efforts are underway to align domestic and international standards, with a goal of supporting the development of over 120 standards by 2025 [2]

作为中国对外开放的前沿窗口，上海多措并举助力外贸企业开拓国内市场，一场以"稳外贸、促内销"为 核心的实践在黄浦江畔全面铺开。 赋能外贸企业通过电子商务渠道提升内销流通能力，是上海电商交出的一份助力外贸企业拓内销的"高 分答卷"。上海私域电商梦饷科技旗下平台"爱库存"与以外贸为主的箱包企业OMASKA积极响应国 家"内外贸一体化"战略部署，短时间内"牵手"成功。 "我们公司年销售额在1亿元以上，其中外贸收入占比接近70%。"OMASKA电商负责人李兴华表示，外 部市场变化使前端运营放缓，后端海外仓库存退回物流成本提高。公司一方面加大多元化市场的业务拓 展；另一方面将目光转向国内C端电商平台。据悉，在了解到企业的需求后，爱库存第一时间对出口转 内销的商家实施费用减免，帮助商家减少初期现金投入；同时，高效帮扶商家入驻，实现当天注册当天 下店。"我们开辟了极速入驻绿色通道，提供'0元入驻''24小时审核'等优惠政策，降低了入驻门槛。"梦 饷科技首席运营官郭馨宇说。 打铁还需自身硬，外贸企业纷纷打造优质产品，不断开拓国内大市场。其中，上海思乐得不锈钢制品有 限公司自主设计的气压壶内管自动生产线突破了翻边技术等工艺难点， ...

■本报记者 陈衍水 近年来，农行福建莆田分行认真贯彻国家"稳外贸"战略部署，加大资源倾斜，创新服务机制，精准对接 外贸企业金融需求，以真金白银的硬核支撑，在莆阳大地铺展开一幅金融护航外贸企业扬帆出海的壮阔 图景。 创新金融产品 为企业出口"增底气" "今年外贸形势复杂多变，这笔贷款资金及时到位就是雪中送炭。"莆田一家纤维公司财务负责人向记者 表示，近日，在农行顺利申请1450万元的进口信用证让企业在海外竞争中增加一重信心。 据了解，这家纤维公司作为新加坡金鹰集团在莆田投资的项目，成立于2010年，建有4条生产线，年产 30万吨纤维素纤维，产品主要出口欧盟、东南亚等地，是福建省龙头企业，同时也是AEO认证企业。 然而，受全球经济波动和国际形势影响，企业面临资金周转账期拉长、汇率风险加大等难题，多重压力 下，企业拓展海外市场的资金需求量逐渐增大。 截至今年3月末，该分行累计为支持外贸企业15户，授信金额26.45亿元，发放贷款19.93亿元。 "关汇政银"联手 推动惠企政策"早落地" 近日，农行莆田分行联合莆田市海关、莆田市外汇管理局、莆田市商务局及莆田市诚信促进会举 办"2025莆田市关、汇、政、银联合助推AE ...

Core Viewpoint - Jiangsu's foreign trade has shown resilience and growth despite external challenges, with a total import and export value of 1.85 trillion yuan in the first four months of the year, marking a 5.7% increase year-on-year, and a 10.3% increase in exports [1][17]. Group 1: Trade Performance - In the first four months of 2023, Jiangsu's total goods trade value reached 1.85 trillion yuan, reflecting a year-on-year growth of 5.7% [1]. - Exports from Jiangsu increased by 10.3% during the same period, indicating a robust performance amidst external pressures [1]. Group 2: Business Adaptation - Many foreign trade companies in Jiangsu are ramping up production and fulfilling orders as trade with the U.S. resumes [3]. - Jiangsu Huaten Personal Care Products Co. has received new orders from U.S. clients, signaling a recovery in trade relationships [5]. - Companies are diversifying their markets and integrating digital marketing strategies to navigate uncertainties [7]. Group 3: Government Support - The Jiangsu government has implemented supportive policies to assist businesses, including the establishment of foreign trade work teams to address companies' needs [13]. - A cross-border e-commerce service platform has been developed to provide comprehensive support for companies looking to expand internationally [15]. Group 4: Market Opportunities - Jiangsu's cross-border e-commerce platforms saw a 63.8% year-on-year increase in imports and exports from January to April [11]. - Trade fairs and events have been organized to connect businesses with potential partners, resulting in significant order signings, such as over 400 million yuan at a recent home textile product fair [11].

A 股策略周报 20250518 ➢ 当下主题投资活跃，但力度未来很难回到一季度。2025 年 Q1 的主题行业 具备诸多条件的共振：经济基本面预期企稳向上为科技制造业提供了盈利基本 面，而主题行业本身又存在催化，甚至引领了中国资产重估的叙事。当前贸易 冲击阶段平复，但是全球经济在关税冲突前就在放缓的趋势仍未改变，未来出 口有新的扰动，中小盘成长由于对出口的暴露更高，表现波动也会明显放大； 当下贸易和谈带来的信心修复，来源恰好是中国总量供给在全球的优势，而不 是单一科技行业的突破，反而核心科技主题当下缺乏新产业催化做进一步支 撑。总结来看，2025 年 Q1 是科技突破引领市场风险偏好，而现在是市场风险 偏好修复投资者风格阶段轮动科技主题，持续性资产较弱。 ➢ 未破未立的尴尬，但新秩序，新故事一直在孕育。第一，内需消费长效机 制的逐步建立下板块具备净利润增长、股息支付和估值提升三类收益来源，推 荐家电、食品饮料、化妆品、潮玩、旅游休闲、游戏、线上零售等；详细分析 可参考前期周报《修复之后，关注变化》。第二，中国对外贸易体系重塑下部分 提前完成出清供需格局相对良好的中国优势产业的产能价值有望逐渐体现（机 械设备 ...

据海关总署最新数据，前4个月中国进出口总值同比增长2.4%，其中出口同比增长7.5%。此间学者认 为，这一积极表现得益于官方接连出台政策、企业灵活调整战略等多方面因素，但因外部风险仍存，不 能掉以轻心。 最大的挑战源自贸易保护主义。中国银行研究院研究员刘佩忠指出，未来美关税政策不确定性仍较大， 将从贸易投资、金融市场、信心预期等多方面对全球造成冲击，叠加上年同期基数走高，短期内中国出 口增长将承压。 精准"出牌"稳外贸，是中国应对不确定性的关键。分析认为，从近期官方释放信息看，中国稳外贸着眼 从三方面发力。 其一，进一步扩大开放。 中新社北京5月18日电 (尹倩芸)应对外部不确定性，中国近期打出多张"政策牌"，以期为外贸解忧。 商务部部长王文涛此前调研指出，面对复杂性、严峻性、不确定性上升的外部环境，国内市场是外贸企 业的坚强后盾，要更好发挥超大国内市场优势，以国内大循环的稳定性和确定性，助力企业应对外部冲 击。 数据显示，自商务部4月启动"外贸优品中华行"活动以来，截至5月初，已累计达成采购意向逾167亿元 (人民币，下同)，吸引2400多家外贸企业和6500多家采购商参加。京东、美团等电商平台也以流量扶 ...