Core Viewpoint - The Guangdong Provincial Government has issued a work plan to promote sustained economic growth and strengthen the domestic circulation of goods, focusing on supporting e-commerce and foreign trade enterprises [1] Group 1: Support for E-commerce and Foreign Trade - E-commerce companies are encouraged to establish export-to-domestic sales zones, with support for foreign trade enterprises including reductions in traffic fees for online store setups [1] - A special expansion plan targeting seven major markets (Europe, ASEAN, Middle East, Central Asia, Latin America, Africa, and Hong Kong/Macau) will be implemented, organizing around 300 "Guangdong Trade Global" overseas exhibitions [1] Group 2: Trade Facilitation Measures - The government aims to capitalize on the outcomes of the China-US Geneva trade talks by implementing measures to facilitate customs clearance and optimizing the export tax rebate process [1] - There will be an increase in the frequency of sea and air freight services to enhance logistics efficiency [1] Group 3: Financial Support for Enterprises - Financial institutions are encouraged to alleviate funding pressures on foreign trade enterprises through loan extensions and adjustments to repayment arrangements, with a prohibition on arbitrary loan withdrawals or terminations [1] - The scale and coverage of export credit insurance will be expanded, with increased support for key countries and improved efficiency in claims recovery [1] Group 4: Support for Small and Micro Enterprises - The government will enhance the coordination mechanism for financing small and micro enterprises, conducting extensive visits to assess their operational status and financing needs [1] - Efforts will be made to optimize bank-enterprise connections, ensuring that bank credit reaches grassroots levels quickly, conveniently, and at reasonable interest rates [1]

Group 1 - The core achievement of the company during the 618 shopping festival includes over 330 million total sales, with 12 brands exceeding 100 million in sales and a total of 3.3 million orders [1] - The company launched the "Fresh Taste Plan" for Guangdong lychee, facilitating the sale of 305,000 orders and generating sales of 11.84 million yuan within three days [3] - The company emphasized the unique qualities of Guangdong lychee through immersive short videos and live broadcasts, showcasing the entire process from cultivation to packaging [5] Group 2 - The total sales for food and fresh produce during the 618 event reached nearly 900 million yuan, with significant contributions from Guangdong lychee and durian [6] - The company has a strong commitment to social responsibility, having achieved over 2 billion yuan in sales to support farmers through its "Xinhuo Plan" [8] - The company has implemented a "green channel" for exporting quality products to the domestic market, enhancing user experience with over 1,600 professional customer service representatives available 24/7 [8]

Group 1 - Meituan has launched the "Linking Hundred Cities · Meili Xingnong" initiative to enhance the sales of Guangdong lychee, signing cooperation agreements with local agricultural groups and cooperatives [1] - The sales volume of Guangdong lychee has doubled, with Meituan leveraging its nationwide instant delivery network to create a digital channel for direct consumer access [1] - The search volume for "lychee" on Meituan has increased by 179% year-on-year, indicating a growing consumer interest in this fruit [2] Group 2 - Meituan has formed a strategic partnership with Guangdong Zhongli Agricultural Group to extend the lychee harvest season through new variety research and a comprehensive freshness preservation system [2] - The Guangdong Zhongli Agricultural Group, previously focused on exports, is now shifting towards domestic sales due to global market fluctuations, aiming to stabilize income for local farmers [3] - The collaboration with Meituan allows Zhongli to enhance product quality and service, benefiting nearly ten thousand farmers associated with their cooperative orchards [3]

Group 1 - The core viewpoint of the articles emphasizes the collaborative efforts needed to support the development of foreign trade in China, particularly through innovative financing solutions for small and micro foreign trade enterprises [1][2][3] Group 2 - The Export-Import Bank of China has launched a new model combining policy banks, insurance, digital banks, and government data platforms to address financing difficulties faced by small foreign trade enterprises, introducing a pure online, unsecured credit product called "Micro Trade Loan" [1] - The Beijing branch of the Export-Import Bank has signed a cooperation agreement with Wumart Group to facilitate the export-to-domestic sales transition for foreign trade enterprises, providing specialized financial support to enhance service capabilities [2] - In the first five months of the year, the Export-Import Bank issued loans totaling 460 billion yuan in the foreign trade sector, indicating a continuous improvement in service quality for foreign trade enterprises [3]

Group 1 - The article highlights the shift of foreign trade enterprises in Jiangsu towards domestic markets, leveraging innovation and e-commerce to meet consumer demands and achieve balanced development [1][2][4] - Companies are focusing on innovative designs to cater to the upgrading consumption needs, as seen with the unique tent designs that appeal to families and children [2][3] - The rapid growth of the domestic camping economy has led to a significant increase in sales for companies that adapt their products to local preferences [3][4] Group 2 - The article discusses the challenges faced by companies transitioning from export to domestic sales, particularly the need for certifications like 3C to access the domestic market [4][6] - Government support has been crucial in facilitating this transition, helping companies navigate certification processes and connect with e-commerce platforms [5][6] - The success of live-streaming sales on e-commerce platforms has proven effective for companies like the toothbrush manufacturer, which saw significant sales boosts through innovative marketing strategies [6][7]

Core Insights - A Shenzhen-based audio company, with over 30 years in foreign trade, is shifting focus to the domestic market due to significant tariff increases, leading to new collaborations and product launches [1][2] - The partnership between Chen Weisong's company and Beijing's He Weiwei aims to develop high-quality audio-visual products that meet domestic standards, addressing the long-standing issue of "strong visuals but weak audio" [2][3] - The company has successfully released its first generation of products and is ramping up production, while also fulfilling previously stalled orders from the U.S. market [2][3] Company Overview - Chen Weisong's company has evolved from a small stall in Huaqiangbei to a significant player with over 200 patents, adapting to market changes by diversifying its export markets [1] - The company reduced its reliance on the U.S. market to 20% of its exports, while still achieving over a million units shipped annually [1] - The recent tariff hikes led to a backlog of 3 million yuan worth of goods, prompting a strategic pivot to domestic partnerships [1] Industry Trends - The domestic demand for audio products is increasing, leading to a more segmented industry with faster updates in new materials and technologies [2] - The collaboration between Chen Weisong and He Weiwei reflects a broader trend of "export to domestic sales," showcasing the resilience and adaptability of Chinese manufacturing under pressure [3] - The expectation is for domestic sales to grow to 20-30% this year, with aspirations for a balanced approach between domestic and international markets in the future [3]

据人民日报文章，标准对接，做好"产品功课"。"出口转内销"，首要堵点就是标准、标签、标价"三 标"不一致。对此，既要在市场监管、海关等部门的支持下建立快速认证通道，也要精准破解制度性障 碍，推动内外贸标准、检验认证及监管体系有机衔接，引导、帮助企业在生产源头尽可能实现"同线同 标同质"。着眼长远，做优"服务功课"。部分外贸企业采用的是代工或代设计发展模式，制造环节竞争 力很强，但品牌建设、内销渠道、售后服务等经验相对缺乏。要想在国内市场站稳脚跟，必须完善服务 链条，在客服咨询、退换服务等环节让消费者享有优质体验。避免"内卷"，做足"市场功课"。"出口转 内销"，绝非把面向海外的产能调整到面向国内就能分得蛋糕。我国超大规模市场潜力十足，但也应防 范一些领域产能集中释放，带来低价倾销，导致"内卷式"竞争。对相关部门来说，在尽力帮扶的同时， 也必须为企业划清有序竞争的红线。对企业自身而言，只有跳出同质化竞争的窠臼，深入洞察国内市场 的需求特点和消费趋势，通过产品创新、服务创新塑造独特优势，才有可能在市场竞争中稳定立足、健 康发展。 ...

Core Viewpoint - The article emphasizes the need for foreign trade enterprises to diversify their markets and reduce reliance on a single foreign trade market while also focusing on domestic market opportunities driven by consumer demand upgrades [1][3]. Group 1: Market Diversification - Foreign trade enterprises are facing pressure due to increased external uncertainties and should actively explore diverse overseas markets [1]. - The Central Committee of the Communist Party of China has highlighted the importance of accelerating the integration of domestic and foreign trade [1]. Group 2: Product Standardization - A significant barrier for foreign products entering the domestic market is the inconsistency in standards, labels, and pricing [2]. - Establishing a rapid certification channel and addressing institutional barriers is essential for aligning standards and regulatory systems between domestic and foreign trade [2]. Group 3: Service Improvement - Many foreign trade enterprises lack experience in brand building and after-sales service, which are crucial for establishing a foothold in the domestic market [2]. - Platforms are being developed to assist enterprises in enhancing their service chains and alleviating pre-sale and post-sale pressures [2]. Group 4: Market Competition - Transitioning from export to domestic sales requires more than just shifting production; it necessitates understanding domestic market demands and avoiding homogeneous competition [3]. - The article warns against potential "involution" in the market due to concentrated capacity release leading to price dumping [3]. Group 5: Economic Context - Recent high-level economic talks between China and the U.S. have led to a surge in container shipping orders, indicating a recovery in foreign trade [3]. - The ongoing tug-of-war between globalization and de-globalization presents persistent uncertainties that require companies to remain vigilant [3].

Group 1: Trade Dynamics - The US-China trade relationship has entered a new phase, with the trade, industrial, value, and supply chain relationships facing restructuring due to the "tariff war" [1][8] - Following the pause in tariff escalation, there has been a significant rebound in trade supply and demand, with US companies urging shipments and Chinese exporters experiencing a surge in order volumes [2][3] - Companies are increasingly diversifying their markets to mitigate risks associated with fluctuating trade policies, with many already expanding into Southeast Asia and the Middle East [3][4] Group 2: Market Strategies - Companies are shifting focus from low-end products to high-value offerings, as competition in the US market intensifies [6][7] - High-tech product exports from China reached 1.52 trillion yuan in the first four months of the year, marking a 7.4% year-on-year increase and accounting for 18.1% of total exports [6] - Firms like MBO Meibo Air Conditioning are leveraging the pause in tariffs to expand their core customer base in the US while also planning to establish manufacturing bases in Southeast Asia [4][7] Group 3: Domestic Market Focus - The strategy of "exporting to domestic sales" is gaining traction among foreign trade companies, with many adapting to domestic market demands to offset reduced orders from international markets [8][9] - E-commerce platforms are facilitating the entry of foreign trade apparel companies into the domestic market by providing expedited onboarding and sales support [8][9] - Recent policy initiatives are aimed at supporting the transition of export products to domestic markets, including simplifying certification processes and promoting local consumption [9] Group 4: Expert Insights - Experts suggest that addressing the trade imbalance between the US and China is crucial during the current pause, advocating for diversification in trade and increased imports from the US [11][12] - The need for innovation and the exploration of new markets is emphasized as essential for the long-term growth of China's foreign trade sector [12][13] - Companies are advised to adopt a "light asset" approach for overseas investments to enhance agility and responsiveness to external uncertainties [13]

3、浙江起草《关于进一步加强工贸联动支持企业稳产减负增效的实施意见（征求意见稿）》。其中提 到，大力支持制造业企业境外参展，统筹做好国际经贸摩擦应对；大力支持消费品出口转内销；对短期 出口信用保险保费给予不低于60%补助，针对重点国别提高补助标准至80%。 1、国家统计局数据显示，1—4月份全国规模以上工业企业实现利润总额21170.2亿元，同比增长1.4%。 2、中央网信办部署进一步加强"开盒"问题整治工作 要求微博、腾讯、抖音等以"零容忍"态度坚决打 击"开盒"乱象。 智通财经5月27日午间新闻精选 4、截至收盘，沪指跌0.33%，深成指跌0.87%，创业板指跌0.98%。从板块来看，新消费股集体走强， 饮料、IP经济等方向领涨。 5、港股午间收盘，恒生指数跌0.18%，恒生科技指数跌0.58%。地平线机器人涨9%，泡泡玛特涨超 5%；蔚来、京东集团跌超3%。 ...