【深圳商报讯】（驻穗记者姚嘉莉）今年一季度，广东省经济延续回升向好态势，外贸、消费等多项数 据彰显广东经济发展的韧性与活力，有力提振市场信心和社会预期。外贸要拓，内需要扩，将成为广东 稳住经济大盘的两大关键要素。 广东是中国外贸重要支柱 暨南大学经济学院教授刘金山指出，广东经济稳中有进的力量主要体现在工业领域。工业机器人、服务 机器人的增长数据充分体现广东工业含"数"量很高，说明广东工业领域正处在数字化转型的关键时期， 并且初见成效。广东数字经济的发展，成功带动广东先进制造业和高技术制造业增加值的快速增长。同 时，它造就广东服务业的含"智"量较高，尤其是信息传输、软件和信息技术服务业的增速，比全部服务 业增速高出3.1个百分点。 广东作为中国第一外贸大省，其外贸体量长期占据全国五分之一左右。据海关总署广东分署统计数据， 今年一季度，广东外贸进出口2.14万亿元，同比增长4.2%。其中，出口1.34万亿元，增长1.4%；进口 7981.5亿元，增长9.3%。面对复杂多变的外部环境，一季度广东外贸克服外部不确定因素增多等困难， 继续保持增长态势，实现良好开局，反映出广东经济基础稳、韧性强、潜力大、活力足的特点。 ...

Core Insights - The integration of domestic and foreign trade is driving significant changes in the market, leading to a migration of goods, people, and platforms [1] Group 1: Foreign Trade Initiatives - Dazhonghua's "foreign trade ginger" has become popular, with the first product launched under the "Foreign Trade Quality Products into Supermarkets" initiative selling for 4.98 yuan per 500g [2] - Dazhonghua is actively connecting with multiple export-to-domestic enterprises, including a cod fish product from a Shandong supplier [2] - The "Foreign Trade Quality Products China Tour" plan is progressing steadily, with a new green registration channel for foreign trade enterprises established on Dazhonghua's website [2] Group 2: Alibaba's Support for Exporters - Alibaba International Station has dispatched thousands of staff to various foreign trade industrial zones to assist businesses facing inventory issues [3] - The platform is facilitating connections with domestic sales channels and simplifying processes for merchants to enhance their market exposure [3] - Alibaba is also offering necessary tariff exemptions and new customs code features to improve clearance efficiency for affected orders [3] Group 3: AI and Market Expansion - There has been a significant increase in orders from Europe, with France seeing a 125% growth in March [4] - Generative AI is improving communication efficiency, allowing direct interactions in local languages, thus enhancing order completion rates [4] - Emerging markets in the Middle East, South America, and East Asia are experiencing robust growth, with Argentina and Chile seeing order increases of 101% and 70% respectively [4] Group 4: Private E-commerce Efforts - Pinduoduo has launched a "trillion support" plan, while JD Group commits to purchasing at least 200 billion yuan worth of export-to-domestic products over the next year [5] - Mengxiang Technology has initiated a "Foreign Trade Quality Products Special Support Plan," establishing a green channel for over 100 foreign trade enterprises [5] - The company provides various services, including traffic support and brand building, to help foreign trade businesses adapt to the domestic e-commerce environment [5]

Core Viewpoint - The article discusses the impact of U.S. tariffs on global trade and highlights how Shanghai's foreign trade enterprises are adapting by exploring domestic markets through e-commerce initiatives. Group 1: Impact of Tariffs - U.S. tariffs have disrupted global trade, leading to significant order cancellations, with one company estimating at least $1.5 million in canceled orders due to tariff impacts [2][4]. - Companies are facing challenges in transitioning from foreign to domestic markets, indicating a need for strategic adaptation [2][4]. Group 2: E-commerce Initiatives - A meeting organized by the Shanghai Municipal Commission of Commerce brought together major e-commerce platforms and foreign trade enterprises to facilitate domestic market entry [1][2]. - E-commerce platforms are providing direct support for foreign trade companies to enter the domestic market, with initiatives like QR codes for easy registration [2][9]. Group 3: Resilience and Adaptation - Companies are demonstrating resilience by maintaining strategic focus and expanding production capabilities despite tariff challenges [4][5]. - The automotive parts company, Shanghai Baolong Automotive Technology Co., has maintained a strong market position and is expanding its product offerings, including advanced tire pressure monitoring systems [5][6]. Group 4: Government Support - Government and industry associations are actively supporting enterprises in integrating domestic and foreign trade, creating platforms for collaboration and market access [8][9]. - Initiatives include establishing service centers and providing platforms for foreign trade enterprises to quickly enter domestic markets [9].

稳外贸，这些城市出手了。 近日，苏州港管理委员会办公室发布消息，为支持外贸企业渡过难关，苏州港各集装箱码头对全市外贸 企业进出口重箱提供免费堆存3个月服务。 东莞出台30条举措促外贸稳增长，推动贸易与产业、进口与出口、"走出去"与"引进来"实现协调发展， 增强东莞外贸发展动能和产业发展韧性。 深圳发布10条稳外贸政策清单，帮助企业积极应对国际贸易形势变化，稳订单拓市场。 拿苏州港的集装箱免费堆存举措来说，直接击中外贸企业的痛点，尤其是其精准的时间窗口设计。 外贸企业面临的一大痛点在于货物积压导致经营成本增加，三个月的政策周期恰好覆盖外贸企业年中订 单交付高峰期，既在一定程度上缓解了企业的资金压力，又能形成对关键节点的有效支撑。 对中小外贸企业来说，这项措施更显温度，因为物流成本的降低意味着企业能够将更多资金投入新市场 的开拓，赢得更多主动。 为了保障企业正常运营，深圳提出要推动政策性出口信用保险机构在依法合规前提下，加大对美出口企 业在买家限额、理赔效率等方面的支持，力争实现对美出口业务"应保尽保"和理赔案件"应赔尽赔"。 缓解企业运营压力，东莞创新性提出"加大外经贸发展专项资金支持"。从保险、融资、结算全流 ...

在237家单位会员的共同见证下，省商务厅党组书记、厅长孙东海和联盟理事长张同祥共同启动了联盟成立仪式，3家会员单位代表作了发言。 在外贸企业拓内销对接会上，外贸企业、内贸企业、电商平台代表作了发言，针对目前外贸企业出口面临的形势，提出了开放流通渠道、提供绿色通道、共 同开发产品、给予政策支持、做好运营服务等具体举措。联盟理事长张同祥发布了《助力外贸企业拓内销倡议书》，呼吁全省商贸流通企业与外贸企业携手 同行，以开放的渠道、创新的服务、协同的力量，全方位助力外贸企业拓内销、稳发展，共绘"双循环"发展新图景。13家内贸和电商平台企业设置了与外贸 企业对接台，交流供需情况，商洽合作意向，力争达成更多合作成果，协力推动外贸企业拓内销工作取得实效。 2025年4月19日，徽派企业商贸流通合作联盟成立大会暨外贸企业拓内销对接会在合肥圆满成功召开，省商务厅党组书记、厅长孙东海，省市场监管局副局 长、省知识产权局局长程胤，省发展改革委、省工业和信息化厅、省财政厅、省交通运输厅、省农业农村厅有关人员，全省各市商务主管部门负责同志，徽 派企业商贸流通合作联盟会员单位负责人，省内部分内贸、外贸企业负责人，国内知名电商平台负责人，安 ...

Core Insights - The article discusses the challenges faced by foreign trade enterprises due to changes in international tariffs and the global trade landscape, leading to reduced orders and inventory issues. The "Foreign Trade Quality Products China Tour Jiangsu Station" event aims to help these enterprises expand into the domestic market and integrate internal and external trade [2][9]. Group 1: Event Overview - The event held in Nanjing showcased over 200 foreign trade enterprises and thousands of quality export products, providing a platform for domestic sales and demonstrating Jiangsu's commitment to supporting foreign trade companies [2][6]. - The event featured a variety of innovative products, including health monitoring devices and camping gear, highlighting the strength of "Jiangsu Manufacturing" [2]. Group 2: Company Responses - Companies like Nanjing Wells Jewelry Co., Ltd. launched new products at the event to enhance brand visibility and counteract the impact of increased U.S. tariffs on exports [3]. - Xu Zhou Da Feng Food Co., Ltd. aims to introduce smaller canned fruit products to the domestic market, having previously focused on larger cans for local consumers [3][4]. Group 3: Supply and Demand Matching - The event facilitated connections between over 80 major buyers and foreign trade enterprises, aiming to expedite cooperation and open domestic sales channels for Jiangsu's quality products [6][7]. - Central Mall in Nanjing plans to provide dedicated exhibition spaces for foreign trade products, enhancing consumer access and promoting sales [6]. Group 4: Policy Support - Jiangsu has established a coordination mechanism involving 20 departments to promote the integration of internal and external trade, nurturing leading enterprises and pilot projects [8]. - Various associations and chambers of commerce are actively supporting foreign trade products, with initiatives from major retailers like Suning and Hema to facilitate market entry for these goods [9][10]. Group 5: Future Initiatives - Jiangsu plans to continue hosting events and activities to promote foreign trade products, integrating online and offline channels to support domestic market expansion [11]. - The province aims to leverage its dual advantages as an open economy and a major domestic trade hub to enhance the integration of internal and external markets [8][11].

Core Viewpoint - The Chinese government is intensifying efforts to promote the integration of domestic and foreign trade in response to the impact of U.S. tariffs on global trade, aiming to support foreign trade enterprises in expanding into the domestic market [1] Group 1: Export to Domestic Sales Strategy - The initiative to promote export to domestic sales is fundamentally about increasing domestic demand to compensate for the decline in overseas demand [1] - Experts suggest guiding foreign trade enterprises to explore blue ocean markets to stimulate consumption growth and create healthy competition [2][3] - The government is encouraged to introduce fiscal and tax policies to alleviate the financial pressure on foreign trade enterprises and the costs associated with transitioning to domestic sales [4] Group 2: Support for Quality Products - Various initiatives, such as "Foreign Trade Quality Products China Tour" and "National Goods Selection," aim to support quality products while helping foreign trade enterprises expand their market [2] - The promotion of high-quality products in the domestic market benefits consumers and enhances the competitiveness of platform enterprises [2] - There is a need to guide foreign trade enterprises to develop new markets rather than engage in intense competition in existing markets [2] Group 3: Financial and Tax Policies - The transition of export products to domestic sales involves additional costs, including VAT and tariffs on imported materials [4] - Historical data shows that during the pandemic, tax relief and financial support significantly accelerated the process of export to domestic sales [4] - Experts recommend a combination of fiscal and tax policies to support brand building and market expansion for enterprises transitioning to domestic sales [4][5] Group 4: Long-term Regulatory Integration - Long-term efforts should focus on integrating domestic and foreign trade regulations to enable enterprises to leverage both markets effectively [6] - The government plans to implement facilitative measures for market access, including a "green channel" for products meeting domestic standards [6] - There is a call for a comprehensive approach to standardization, aligning with international standards while promoting domestic standard development [6][7]

Core Viewpoint - The "Foreign Trade Quality Products China Tour" initiative is being actively promoted across various provinces to facilitate the integration of foreign trade and domestic sales, with significant participation from local governments and businesses [5][15][16]. Group 1: Events and Activities - Multiple provinces including Hainan, Guangdong, Fujian, Jiangsu, Shandong, and Sichuan have initiated supply-demand matching activities to support foreign trade enterprises [1] - The "Foreign Trade Quality Products Guangdong Tour and Domestic Buyers Matching Conference" was launched during the 137th China Import and Export Fair, marking a key event in the national series of activities [2][5] - The "Foreign Trade Quality Products China Tour" has been successfully held in various provinces, with significant participation from local industry associations and businesses focusing on key sectors such as light industry, home appliances, and food [5][14] Group 2: Market Integration - The integration of foreign trade and domestic sales is becoming increasingly important for companies, especially in light of changing trade policies affecting markets like Europe and the U.S. [6][10] - Companies are finding that the differences between foreign trade and domestic sales are not as pronounced as previously thought, with many products being suitable for both markets [6][10] - The "Foreign Trade Quality Products China Tour" is designed to help foreign trade enterprises establish a presence in domestic markets, thereby enhancing their competitiveness [10][15] Group 3: Financial Outcomes - During the "Foreign Trade Quality Products China Tour" events, significant financial agreements were reached, including a total intended transaction amount of 6.5 million yuan from 16 foreign trade enterprises at a recent matching conference [11] - At the Guangdong event, the intended transaction amount exceeded 680 million yuan, showcasing the strong demand for foreign trade products in domestic markets [11] - Major domestic retailers like JD Group and Huarun Wanjia are actively collaborating with foreign trade enterprises, with JD receiving around 5,000 applications for participation in the domestic market [13] Group 4: Government and Association Support - The initiative is characterized by collaboration between government bodies, industry associations, and enterprises to facilitate market access and support for foreign trade enterprises [15][16] - The government is implementing policies to enhance the capabilities of foreign trade enterprises in integrating domestic and foreign markets, including financial support and market entry assistance [15][16]

Investment Rating - The report maintains a "Recommended" investment rating for the industry [5] Core Insights - The social retail sales total for March 2025 reached 4.09 trillion yuan, showing a year-on-year growth of 5.9%, exceeding the consensus forecast of 4.36% [2][19] - The total retail sales for the first quarter of 2025 amounted to 12.47 trillion yuan, with a year-on-year increase of 4.6%, accelerating by 1.1 percentage points compared to the previous year [2][19] - The report highlights the ongoing implementation of policies aimed at boosting domestic demand, including initiatives to integrate domestic and foreign trade [2][28] Market Performance - During the week of April 14-18, 2025, the Shenyin Wanguo indices for retail, social services, and beauty care sectors increased by 0.24%, 0.14%, and 0.43% respectively, ranking 18th, 21st, and 14th among 31 primary industries [11][12] - The internet e-commerce sector saw a notable increase of 5.69%, benefiting from policies promoting the integration of domestic and foreign trade [12][19] Key Industry Data and News - The report indicates that the retail sales of essential goods and some upgraded products showed strong growth, with food and daily necessities increasing by 12.2% and 6.8% respectively [19][26] - The beauty care sector is witnessing innovation, with companies like Proya launching new products and establishing global brand ambassadors [31][32] - The collectible card game company, Card Game, is set to surpass 10 billion yuan in revenue for 2024, reflecting significant growth in the entertainment sector [34] Company Announcements - Xiangyuan Cultural Tourism reported a revenue of 864.12 million yuan for 2024, marking a year-on-year increase of 19.64% [41] - Tongcheng Travel announced the acquisition of 100% of Wanda Hotel Management for approximately 2.49 billion yuan [42] - Upme Cosmetics plans to establish a joint venture to create a new cosmetics brand [43]

Group 1 - The State Council emphasizes the need for macroeconomic policies to counter external uncertainties and stabilize employment and the economy [1][2] - The meeting highlights the importance of diversifying markets to reduce reliance on a single market, particularly in light of the complex international investment environment [3] - Trade with countries involved in the Belt and Road Initiative reached 5.26 trillion yuan in Q1, a 2.2% increase year-on-year, accounting for 51.1% of China's total foreign trade [3] Group 2 - The government is implementing measures to optimize customs and improve the business environment at ports, which includes 16 measures to facilitate enterprise customs clearance [3] - The report outlines practical steps to support foreign trade, such as enhancing financial services and expanding export credit insurance coverage [3] - Utilizing e-commerce platforms and supermarkets is suggested as a way to help more enterprises cope with foreign trade challenges [3] Group 3 - Experts suggest that boosting domestic consumption can effectively absorb pressure from reduced exports to the U.S., emphasizing the need to address standardization issues [4] - The current structural contradictions in China's economy include overcapacity in low-end consumer goods and insufficient supply in high-end services [5] - Improving income distribution and supporting small and medium enterprises are seen as crucial for enhancing consumer capacity and willingness [5] Group 4 - The meeting stresses the importance of the real estate market in stimulating domestic demand, with ongoing policies aimed at promoting healthy development [7] - There is a call for more favorable policies to encourage developers to provide high-quality housing at reasonable prices [7] - Suggestions include exploring the acquisition of existing properties for affordable housing to stabilize the real estate market and improve living standards [8]