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 ...

Group 1 - The adjustment of tariffs between China and the US has led to a rapid resumption of trade activities, with many foreign trade companies in Guangdong's Foshan quickly restarting their supply to the US market [1][3] - American trader Mike, a long-time partner of a Foshan automotive parts manufacturer, has expedited cooperation following the tariff changes, emphasizing the urgency to increase orders and production [1][3] - The volume of cargo on the US shipping line has returned to pre-tariff levels within five days of the tariff adjustment, indicating a strong recovery in trade [3][5] Group 2 - In Shenzhen, the shipping and air freight sectors are experiencing a surge in activity, with a significant increase in cargo volume expected in the coming weeks [5][6] - In Xiamen, foreign trade companies are also ramping up production and shipping in response to the tariff reductions, with a notable increase in order fulfillment [6][8] - A clothing company in Xiamen reported that over 30% of its foreign trade business is with the US, and it faced a backlog of approximately 3 million RMB in orders due to previous high tariffs [8][10]

Core Viewpoint - Shandong province is implementing multiple measures to promote foreign trade quality products as national goods, enhancing consumer access to high-quality goods at affordable prices [1] Group 1: Promotion of Foreign Trade Quality Products - The "2025 Shandong Foreign Trade Quality Products Shopping Season" and "Foreign Trade Quality Products Chinese Tour" have been launched, focusing on categories such as textiles, daily consumer goods, food, agricultural products, and building materials from mid-May to late June [2] - The Yinzuo Group has opened "Foreign Trade Quality Products Selected Areas" in 62 stores across the province, providing a fast track for foreign trade enterprises affected by international trade environments [2][3] - The products in the foreign trade quality section come with quality inspection reports, ensuring high standards for consumers [2] Group 2: Consumer Engagement and Market Response - Consumers have shown positive responses to foreign trade quality products, with many expressing satisfaction with the quality and affordability [3] - The first foreign trade quality products shopping festival is being held at the Shandong International Exhibition Center, attracting numerous buyers and fostering direct interactions between consumers and suppliers [3][4] - Companies like Kadele Intelligent Technology, which is seen as a "Chinese version of LEGO," are successfully transitioning to domestic markets while maintaining their international sales [3][4] Group 3: Expansion of Domestic Market - Various trade shows and exhibitions are being organized to facilitate the integration of domestic and foreign trade, providing platforms for foreign trade enterprises to expand their domestic market presence [4] - Companies are actively seeking to increase their domestic market share, with current domestic sales accounting for only 20% of total sales for some manufacturers [5] - The shift towards domestic sales is seen as beneficial for companies, allowing for better communication with customers and timely product optimization [5]

Group 1 - The total foreign trade import and export value of Shenyang in the first four months of this year reached 240.93 billion yuan, with exports of 125.13 billion yuan, a year-on-year increase of 7.7%, and imports of 115.8 billion yuan, a year-on-year decrease of 12.8% [1] - General trade accounted for the majority of trade methods, with an import and export value of 155.49 billion yuan, representing 64.5% of the total foreign trade value [1] - Private enterprises maintained their position as the largest foreign trade operators, with an import and export value of 127.36 billion yuan, a year-on-year increase of 11.2%, accounting for 52.9% of the total [1] Group 2 - The EU was the largest trading partner, with an import and export value of 33.64 billion yuan, accounting for 14% of the total [1] - Mechanical and electrical products accounted for 48.3% of the total export value, with exports of 60.48 billion yuan [2] - Steel exports reached 13.15 billion yuan, a year-on-year increase of 11.3%, representing 10.5% of the total export value [2]

Group 1 - Various regions are implementing policies to support foreign trade enterprises in expanding domestic sales and reducing operational costs, achieving positive results in the integration of domestic and foreign trade [1][2][4] - Guangdong province has introduced a series of policies to encourage domestic sales, including simplified tax procedures and support for enterprises to transition from export to domestic sales [2][3] - Sichuan province has launched nine measures to stabilize foreign trade, focusing on maintaining the foreign trade business entity and long-term support for better development [2][8] Group 2 - Shandong's free trade zone is reforming to address high costs and long procurement cycles for imported raw materials, with companies saving over 300,000 yuan annually [3] - The "same line, same standard, same quality" certification system is becoming a key bridge for promoting the integration of domestic and foreign trade, with 600 companies in Shandong already certified [3][7] - Ningxia has introduced an action plan to accelerate the integration of domestic and foreign trade, supporting foreign trade enterprises in expanding domestic markets through various initiatives [3][6] Group 3 - Online and offline platforms are collaborating to assist enterprises in transitioning from foreign trade to domestic sales, with significant orders being placed by major e-commerce platforms [5][6] - Companies like Huanglaowu Food and Shandong Fenghua Food are actively engaging with government support to set up sales areas for their products in supermarkets and online platforms [5][6] - The integration of domestic and foreign trade is yielding positive outcomes, with companies in Guangdong reporting significant increases in domestic sales [7][8]