Group 1: Economic Performance - In April, the sales revenue of enterprises in China increased by 4.3% year-on-year, continuing the steady growth trend since the fourth quarter of last year, driven by a series of existing and incremental policies [1] - The eastern region, particularly economic powerhouses like Zhejiang, Guangdong, and Beijing, saw sales revenue growth of 4.8%, with Zhejiang, Guangdong, and Beijing growing by 7.3%, 6.6%, and 5.4% respectively, significantly above the national average [1] Group 2: Industry Growth - In April, industrial enterprises' sales revenue grew by 3.7% year-on-year, with manufacturing sales revenue increasing by 4.4%, primarily driven by the "two new" policies [2] - Specific sectors such as electrical machinery, computer manufacturing, and instrumentation saw sales revenue growth of 12.8%, 15.7%, and 15.9% respectively [2] - High-tech industries and core digital economy sectors reported sales revenue growth of 15.3% and 13.4% year-on-year [3] Group 3: Consumer Policies and Trends - The "old-for-new" consumption promotion policies have positively impacted consumer demand and released residents' consumption potential, with a focus on boosting consumer confidence [3] - As of April 27, the "old-for-new" program led to significant sales, including 281.4 million vehicles and 49.416 million home appliances, contributing over 720 billion yuan to sales [2] Group 4: Foreign Trade and Domestic Sales - In response to uncertainties in international trade, the government has implemented policies to help foreign trade enterprises expand into domestic sales, with domestic sales for companies engaged in exports to the U.S. increasing by 4.7% year-on-year [4] - Among 31 manufacturing categories, 21 saw an increase in the proportion of domestic sales compared to the previous year, with notable increases in sectors like leather products and footwear [4] Group 5: Trade Statistics - In the first four months of the year, China's total goods trade value reached 14.14 trillion yuan, a year-on-year increase of 2.4%, with exports growing by 7.5% and imports declining by 4.2% [5] - In April, the total goods trade value was 3.84 trillion yuan, growing by 5.6%, with exports increasing by 9.3% and imports by 0.8% [5]

Core Viewpoint - The Industrial and Commercial Bank of China (ICBC) launched the "Spring融行动2025" initiative and the "工银e贸" foreign trade new business service system to support high-level opening-up and high-quality development of the Belt and Road Initiative, aiming to stabilize foreign trade growth and enhance the development of private enterprises [1][3]. Group 1: Initiative and Collaboration - ICBC has been conducting the "Spring融行动" for six consecutive years, leveraging its global network to connect markets and resources effectively, thereby supporting enterprises in their international ventures [3]. - Companies such as 乐歌人体工学科技股份有限公司 and 中基宁波集团股份有限公司 participated in the event, sharing their collaboration experiences with ICBC in the new business service area [3][4]. - Strategic cooperation agreements were signed between ICBC Ningbo Branch and local enterprises to enhance support for national strategies, new business applications, and business innovation research [3]. Group 2: Financial Services and Support - The "工银e贸" service system aims to provide comprehensive financial services covering accounts, settlements, financing, foreign exchange, inclusive finance, digital finance, cash management, business matchmaking, and specific customer groups [3][4]. - ICBC Ningbo Branch is focused on supporting the goal of making Ningbo a global cross-border e-commerce hub, enhancing financial support for new business models, and strengthening services such as financing credit, cross-border settlements, and exchange rate risk management [3][4]. - The new service system will cater to various new business models, including cross-border e-commerce and foreign trade comprehensive service enterprises, by establishing new international settlement channels and multi-currency direct exchange paths [4].

刘先生还提到，"今年美国的市场销售很不理想，美国一个大卖场的订单即便已经做好了，还是取消了 订单，并且承担了全部损失，给出的答复就是市场环境不好。"面对这种态势，刘先生只能等待政策。 5月12日，《声明》宣布暂时降低关税；5月14日，国务院关税税则委员会发布公告，自2025年5月14日 12时01分起，调整《国务院关税税则委员会关于对原产于美国的进口商品加征关税的公告》（税委会公 告2025年第4号）规定的加征关税税率，由34%调整为10%，在90天内暂停实施24%的对美加征关税税 率。 事实上，从美国的普通消费者到中国的工厂，供应链上的每一个环节都受到了中美加征关税事件的波 及，中国企业的心态也发生了变化。 "客户很高兴，虽然还有30%的关税在，但是已经达到沃尔玛、Target这些商场的负责人前几天去白宫开 会时提出的期待税率。"浙江负责向美国大型卖场供货的刘先生向《中国经营报》记者表示，"我们此前 停了一些生产线，今年接了几百万美元的订单。" 刘先生坦言："我们外贸人一直在等待关税问题解决的政策。" 5月12日，中美发布《中美日内瓦经贸会谈联合声明》（以下简称《声明》），同意大幅降低双边关 税。这为全球市 ...

Core Insights - Guangdong's foreign trade import and export increased by 4.9% in the first four months of this year, reaching 2.96 trillion yuan, which is 2.5 percentage points higher than the national average [1] Trade Performance - Exports amounted to 1.86 trillion yuan, reflecting a growth of 2.1% [1] - Imports totaled 1.1 trillion yuan, showing a significant increase of 10.1% [1]

"锅具国外按套装售卖，与国内消费习惯不同，怎么办？" "这个好不好用？"市民李女士来到位于广东省广州市的广百股份广州友谊时代店，上扶梯刚到二楼，就 看到"外贸转内销，一步到家"的牌子立在入口处。其后摆放的一排锅具吸引了李女士的注意，一番精挑 细选，她买走了一只不粘锅。 从沟通对接到完成上架，这只锅的"旅程"只用了不到4天。 及时高效的背后离不开广百股份成立的外贸转内销服务专班。这是专班帮助外贸企业美亚厨具集团上架 的第一批商品。"价格相当于专柜同类型产品打四折，吸引了不少顾客。"广州友谊时代店总经理范辉 说。 "公司一天能生产10万只锅，其中七成售往美国，订单少了，但生产线不能说停就停。还好广百股份的 服务专班快速对接，解了燃眉之急。"美亚品牌销售经理李永强说，服务专班为企业开辟了线上绿色通 道。 "与外贸企业沟通，从现场验货，到商品进驻，我们争分夺秒。"广百股份采购中心负责人李健看现场、 做策划，和同事每天都忙到晚上十一二点，手机上几个工作群里消息不停： 广东省纺织品进出口股份有限公司已经深耕外贸几十年，订单大多出口美国，与国内销售商联系 少。"我们急需拓展内销市场，还好有政府搭建平台、企业成立专班。"广东 ...

Core Viewpoint - The event "Hui Dong Consumption: Anhui and Shanghai Integration" was launched on May 11, focusing on promoting Anhui's foreign trade products and local specialties during the Shanghai "Five-Five Shopping Festival" [1] Group 1: Event Overview - The event was co-hosted by the Anhui Provincial Department of Commerce and the Hefei Municipal People's Government [1] - It featured 75 unique booths showcasing various promotional activities [1] Group 2: Promotional Focus - The activities included promotions for Anhui's foreign trade products, time-honored brands, quality goods from the internet, and high-quality products from the Yangtze River Delta [1]

5月11日，由安徽省商务厅、合肥市人民政府联合主办的"徽动消费.皖沪共融"——上海"五五购物节"安 徽专场暨外贸优品中华行(安徽站)活动启动大会在合肥举办。活动现场设置了75个特色摊位，同步组织 安徽外贸优品、老字号、好网货、长三角优质商品等促销活动。今年一季度，安徽省进出口2153亿元， 增长13.1%，高于全国11.8个百分点。外贸经营主体活跃度进一步提升，国际市场多元化布局持续推 进，进出口结构进一步改善，外贸展现出较强韧性。(央视新闻) ...

Group 1 - Yunnan Province is implementing a series of policies to enhance foreign trade, including 35 practical measures aimed at promoting sustained growth in import and export activities [1][3] - In the first four months of this year, Yunnan's foreign trade import and export reached 78.91 billion yuan, an increase of 2.1%, with trade relations established with 178 countries and regions, 17 more than the same period last year [3] - The policies focus on strengthening the border trade sector by innovating customs declaration methods, enhancing market participant training, and supporting local processing enterprises through various incentives [3][4] Group 2 - The customs authority is committed to supporting the development of open platforms and specialty industries, including establishing a "green channel" for the import of high-quality agricultural products from neighboring countries [4] - Efforts will be made to facilitate the entry of high-quality agricultural products from countries like Laos and Thailand, including the operation of cold chain special trains for fruit imports [4] - The customs will also work on optimizing the business environment at ports and promoting the convenience of cross-border trade [4]

Market Overview - The market opened high but retreated throughout the day, with mixed performance across the three major indices. The shipping and port sector saw a significant late surge, with stocks like Ningbo Ocean and Lianyungang hitting the daily limit. The magnetic levitation compressor concept remained active, with Xinglei Co. and Baida Precision Engineering also reaching the limit. The photovoltaic sector rebounded, with Baoxin Technology and Oujing Technology hitting the limit. Bank stocks strengthened again, with Shanghai Pudong Development Bank and Shanghai Bank reaching historical highs. In contrast, the military industry sector declined, with Huawu Co. dropping over 10%. Overall, more than 3,200 stocks in the Shanghai and Shenzhen markets fell, with a total transaction volume of 1.33 trillion yuan [1]. Shipping Sector - The shipping sector experienced a significant rise, with stocks like Wantong Technology and Ningbo Shipping hitting the daily limit. The main contract for the European shipping index surged over 10% [4][13]. - According to CICC, the demand for shipping volumes is expected to improve due to concentrated growth in U.S. supply chain inventory needs, potentially leading to an increase in freight rates [5]. Photovoltaic Sector - The photovoltaic sector saw substantial gains, with stocks such as Baoxin Technology and Jingyuntong hitting the daily limit. Reports indicated that leading silicon material manufacturers are planning to acquire remaining silicon material production capacity and have proposed production cuts to stabilize prices [7]. - CITIC Futures noted that silicon wafer production has further decreased this week, with both polysilicon and silicon wafer inventories declining, indicating that upstream producers are beginning to reduce operations to stabilize prices [8]. Foreign Trade Beneficiary Concept - The foreign trade beneficiary concept remained active, with stocks like Huafang Co. hitting the daily limit. Analysts noted that the recent reduction in U.S. tariffs on China to 30% suggests a gradual recovery in China's exports to the U.S. [9][11]. Other Active Sectors - Other sectors such as petrochemicals, magnetic levitation compressors, and medical devices showed localized activity. In contrast, military and satellite internet sectors experienced notable declines [11].

金十数据5月13日讯，百型智能推出国内首个外贸行业垂类Agent——AI外贸员Zoe。据了解，Zoe可以 根据企业目标拆解任务，独立完成从市场分析、寻找客户、精准筛选，到开发触达、转化跟进的外贸开 发拓客全链路，转化率高出传统人工方式10倍以上。 （36氪） 百型智能推出国内首个外贸行业垂类Agent ...