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 ...

| 五、宏观信息 | | | --- | --- | | 中美经贸高层会谈联合声明发布，双方同意大幅降低双边关税水平，美方取消共计91%的加征关税，中方相应取消91%的反制关税；美方暂停实施24%的"对等 | | | 关税"，中方也相应暂停实施24%的反制关税。中方还相应暂停或取消对美国的非关税反制措施。双方将建立机制，继续就经贸关系进行协商。根据需要，双 | | | 方可就相关经贸议题开展工作层面磋商。 | | | 新华社发表题为《中美经贸会谈为全球经济纾压增信》的评论文章称，对于此次会谈乃至未来一段时间中美经贸关系走向，应抱有理性预期。能坐下来谈，是 | | | 避免冲突升级的必要姿态。但指望通过一两次会谈就能彻底消除所有分歧，显然不切实际。我们既乐见对话的重启，也对中美消弭分歧的长期性、复杂性和艰 | | | 巨性有充分的思想准备。 | | | 商务部部长王文涛主持召开外贸企业圆桌会，就当前外贸形势、支持外贸企业发展等议题进行交流。王文涛表示，下一步，商务部将统筹国内经济工作和国际 | | | 经贸斗争，会同相关部门，全力为外贸企业纾困解难，提供更多支持，帮助外贸企业开拓市场，促进外贸稳定发展。 | 宏 ...

Core Viewpoint - The new outbound tax refund policy in China aims to enhance the shopping experience for foreign tourists, with a lower refund threshold and increased cash refund limits, creating a "shopping and saving" cycle [1][2]. Group 1: Policy Changes - The refund threshold has been reduced from 500 yuan to 200 yuan, and the cash refund limit has been raised to 20,000 yuan [1]. - The "immediate purchase and refund" model is being promoted nationwide to facilitate foreign tourists [1]. Group 2: Opportunities for Jiangsu - Jiangsu province, with its rich tourism resources and manufacturing capabilities, is positioned to convert tourist flow into sustained economic growth through consumption upgrades [1]. - Key commercial areas such as Nanjing's Xinjiekou and Suzhou's Guanqian Street are expected to implement full coverage of the "immediate purchase and refund" policy [1]. Group 3: Enhancing Local Product Competitiveness - Jiangsu has many well-known local products, such as Yangzhou lacquerware and Yixing purple clay teapots, which can be marketed globally [2]. - There is potential to develop high-value-added products, including technology-driven electronics, to attract bulk purchases under the new tax refund limits [2]. Group 4: Service Improvement Initiatives - The need for bilingual tax refund assistants and personalized shopping advisory services has been identified to address potential language barriers for foreign consumers [3]. - Development of multi-language tax refund applications and the establishment of expedited refund channels at international airports are recommended to enhance the consumer experience [3]. - A fund for rapid resolution of foreign card payment disputes is suggested to ensure a smooth shopping and refund process [3]. Group 5: Strategic Implications - The essence of the new tax refund policy is to shift the foreign trade battlefield to local consumption scenarios, potentially increasing foreign trade revenue for Jiangsu [3]. - The initiative is seen as an opportunity for Jiangsu to redefine its value in the global consumer landscape, showcasing the quality and innovation of Chinese manufacturing [3].

□本报记者 杨凌 赵同增 刚过立夏，郑州航空港经济综合实验区已处处"热情似火"。 "我们将继续全力推进项目建设，扎实做好项目谋划，着力扩大基础设施投资，推动一批重点项目开 工，加快在建重大项目进度，推动招商项目落地转化，让项目建设成为全区发展的有力'引擎'。"该负 责人表示，郑州航空港将以高度的责任感和使命感，全力以赴做好二季度各项工作，确保实现"双过 半"，加快打造全省经济高质量发展新的核心增长极，为奋力谱写中国式现代化河南篇章作出新的贡 献。 "我区经济运行稳中有忧。"郑州航空港区党工委主要负责人说，航空港外贸依存度明显高于全省、全 国，属于典型的外向型经济，而目前国际经贸形势复杂严峻，外部不确定性因素增多，给港区经济社会 发展带来新的挑战。 如何确保"双过半"？该负责人表示，郑州航空港要坚定必胜信心、正视困难挑战，在稳固工业大盘的同 时，继续做好外贸文章，坚决扛稳"挑大梁"的政治责任。 工业是经济运行"压舱石"，一季度工业对郑州航空港经济增长贡献率为67.1%。二季度，该区将全力做 好重点企业生产保障，加快电子信息产业产能导入，加快新能源汽车研发中心、储能电池等"3+3"新事 业项目实施，加快拓展本地配 ...

这段时间，浙江宁波今日食品有限公司（以下简称"今日食品"）副总经理陈胜楠开启了"连轴转"的工作 模式，"抢占国内市场，得先打响品牌知名度，耽误不得。" 她的手机里，密密麻麻地记录着一项项工作动态：线下，提交入驻大型连锁超市申请，并准备安排铺 货；线上，在国内电商平台上架更多金枪鱼产品；借助人工智能技术，打造"24小时不打烊"直播间，拓 展直播带货新场景…… 过去今日食品主攻海外市场，通过宁波舟山港销往30多个国家和地区，"产品主要面向欧美市场，内销 占比不到20%。"陈胜楠说，开拓国内市场，许多事情都要从头做起。 "说到底，品牌知名度和定位很关键。"夏迪分析，"要建立全新的品牌体系，产品也要进行细分。"于 是，公司推出"非常鱼块"品牌，"这是我们近期专门针对国内消费者打造的新品牌。" "在海外，金枪鱼吃法非常多，但国内消费者不熟悉如何烹饪金枪鱼。我们认为从即食产品做起更合 适。"企业针对国内消费者口味和健康需求，陆续推出了油浸蓝鳍金枪鱼罐头、黄鳍金枪鱼鱼块等简餐 即食产品。"品牌'非常鱼块'取自'非常愉快'的谐音，产品一目了然，更贴近中国老百姓。"夏迪说。 新品牌表现如何？据介绍，"非常鱼块"进驻连锁超市和线 ...

据新华社消息，5月12日，中美日内瓦经贸会谈联合声明发布。美方承诺取消根据2025年4月8日第14259 号行政令和2025年4月9日第14266号行政令对中国商品加征的共计91%的关税，修改2025年4月2日第 14257号行政令对中国商品加征的34%的对等关税，其中24%的关税暂停加征90天，保留剩余10%的关 税。相应地，中方取消对美国商品加征的共计91%的反制关税；针对美对等关税的34%反制关税，相应 暂停其中24%的关税90天，剩余10%的关税予以保留。中方还相应暂停或取消对美国的非关税反制措 施。 商务部新闻发言人表示，大幅降低双边关税水平的举措符合两国生产者和消费者的期待，也符合两国利 益和世界共同利益。外贸企业表示，联合声明的发布不仅为出口企业注入强大信心，也为全球市场稳定 起到了重要作用。贸易专家预计，我国高端制造业、农业与食品、绿色新能源、电子产品、机械和纺织 品等行业将受益。 昨日受此影响，A股、港股均走高，在岸和离岸人民币对美元汇率盘中均升值突破7.21关口。 行业影响 为全球供应链、产业链稳定释放积极信号 陈建伟表示，中美关税谈判的积极进展将继续加快中国内外贸一体化的进程，随着关税的 ...