这场会议也颇有"功夫在诗外"的意味：遭受冲击的虽是外贸企业，但"解题者"却从不仅限于外贸企业。通过电商平台的流量、数据和技术优势，精准对接国 内的消费需求，能让广东的外贸优品也能顺利转场，同样是值得思考和借鉴的"破题之道"。 既问"短计"，也问"长策"：面临的是全新的市场和挑战，外贸大省广东如何着眼当下，以变应变？国际贸易环境疾风骤雨，广东又将如何在挑战中开好"顶 风船"？ 5月9日，距离美国挑起所谓的"对等关税"正好一个月，"外贸第一大省"广东高规格召开了一场"特别"的座谈会。 "特别"之处在于会议主题和参会人员：15家企业中，有12家来自全国各大电商平台。会议主题则聚焦"电商平台助力内外贸一体化"。 "内循环"里看韧性：风浪中如何"转场"？ "从长远来看，外贸企业需要注重产能转化。"与会的平台企业负责人黄晓敏认为，外贸企业需要将目光转向国内，就要求外贸企业找准定位和相应产品。 适应新环境，作出新变化。对一路从风浪中走来的广东外贸企业而言，产能转化不仅意味着市场环境的转变，更意味着市场策略的深度转变。在众多转型行 业中，就有一条来自广东本土成长起来的"鱼"，"游"出了新的天地。 如果不是"关税战"，可能连很 ...

从进出口产品看，前4个月，我国出口机电产品同比增长9.5%，占出口比重超六成。其中，自动数据处 理设备及其零部件、集成电路和汽车出口分别增长5.6%、14.7%和4%。同期，我国进口原油数量增加 0.5%，进口铁矿砂、煤、天然气、大豆、成品油数量有所减少，均价除成品油外，整体出现下跌。 从贸易方式看，前4个月，一般贸易进出口同比增长0.6%，占我国外贸总值的64%，加工贸易和以保税 物流方式进出口分别增长6.6%和7%。从经营主体看，前4个月，民营企业进出口8.05万亿元，同比增长 6.8%，占我国外贸总值的56.9%，比去年同期提升2.3个百分点，继续发挥外贸稳增长主力军作用。同 期，外商投资企业进出口同比增长1.9%，较一季度加快1.5个百分点。从贸易伙伴看，当前，我国同周 边国家经贸关系日益紧密。前4个月，对周边国家进出口5.1万亿元，同比增长5.1%，增速较一季度加快 1.6个百分点。其中，对第一大贸易伙伴东盟、中亚五国进出口分别增长9.2%、9.9%。 分析：高技术产业占比提高，积极开拓周边国家市场让出口更有韧性 商务部国际贸易经济合作研究院研究员白明表示，当前，我国外贸面临复杂严峻的外部形势，美国 ...

Investment Rating - The report rates the defense and military industry as "Overweight" indicating a positive outlook for the sector [3][29]. Core Insights - The defense and military industry is expected to enter a new cycle driven by geopolitical conflicts, enhancing China's military trade focus and opening international markets for Chinese military products [5][3]. - The ongoing tariff conflicts highlight the comparative advantages of the military industry, with increased emphasis on self-sufficiency and potential growth in military investments [5][3]. - The fundamental changes in the military sector are solidifying the basis for industry growth, with a focus on quality and quantity improvements as the military approaches its centenary goals [5][3]. - There is a recommendation to increase attention on military stocks, particularly those related to precision-guided weapons, underwater capabilities, AI/robotics, and traditional aircraft supply chains [5][3]. Market Review - Last week, the Shenwan Defense and Military Index rose by 6.33%, outperforming major indices such as the Shanghai Composite Index, which increased by 1.92% [6][3]. - The top five performing stocks in the defense sector included Chengxi Aviation (59.26%), Hwa Wo (48.85%), and Lijun (36.49%) [6][14]. - Conversely, the bottom five performers were Platinum (−4.26%), Lingyun (−4.00%), and Guangdong Hongda (−2.52%) [6][15]. Valuation Changes - The current PE-TTM for the Shenwan military sector is 75.10, indicating it is in the upper range historically, with a valuation percentile of 65.46% since January 2014 [15][19]. - The aerospace and aviation equipment sectors are noted to be at relatively high valuation levels since 2020 [15][19]. Key Valuation Targets - The report lists key valuation targets, including companies like Feili Hua, Tianqin Equipment, and Aerospace Electronics, with projected earnings growth and PE ratios indicating potential investment opportunities [21][24].

Group 1 - The core viewpoint of the articles highlights the increasing focus of companies in Changzhou on both domestic and international markets, with a significant shift towards online sales channels and the integration of foreign trade with domestic consumption [1][2][3] - Changzhou Himalaya Outdoor Products Co., Ltd. has seen a surge in orders, with production lines fully operational and orders extending into the second half of the year, indicating strong demand in the outdoor equipment sector [1] - The company has developed products tailored to domestic consumer preferences, such as automatic tents and multifunctional carts, reflecting a strategic approach to meet local market needs [1] Group 2 - Many foreign trade companies in Changzhou are actively engaging in online sales, with some reporting monthly sales of approximately 500,000 yuan through e-commerce platforms [2] - A commercial alliance has been formed among major retailers and e-commerce platforms to support quality foreign trade enterprises, providing logistical and marketing assistance [2] - The Changzhou Business Bureau is promoting the integration of domestic and foreign trade, establishing dedicated areas for foreign trade products in popular consumer locations and planning numerous promotional events [3]

近段时间，美国政府滥施关税行为带来巨大不确实性，我国外贸企业承压前行。商务部日前提出稳步推 进内外贸一体化工作，促进内外贸渠道对接、品牌对接、产销对接、标准对接，增强了外贸企业的发展 信心。 我国持续推进内外贸一体化工作，从鼓励我国企业"走出去"，到与外资企业在世界市场上广泛开展良性 竞争，再到提出构建新发展格局、畅通国内国际双循环，内外贸一体化的侧重点随着经济发展阶段的变 化而迭代。9个试点地区先行先试，形成了一批成功经验，也让不少企业尝到了"内外贸"两头甜。在当 前形势下，这项工作的重要性更加凸显。 深化内外贸一体化，让相关企业顺利渡过难关，眼下还有一些亟待解决的问题，不仅考验着各级管理部 门的智慧，也对企业自身的经营管理提出了更高要求。 一方面，外贸相关的管理职能集中度比较高，而内贸涉及的管理部门比较多。推行内外贸一体化，需要 加强不同地方、不同部门间的统筹协调，形成抓落实的合力，为企业经营国内国际两个市场营造良好的 政策环境和市场环境。 另一方面，许多外贸企业缺乏内销市场的经验和渠道，也缺少相关人才储备。对此，外贸企业应有针对 性地招募具有丰富内销市场渠道、品牌建设经验的专业人才，建设一支强有力的营销 ...

Core Viewpoint - China's foreign trade industry is facing unprecedented challenges due to the imposition of tariffs by the United States, leading to significant disruptions in global markets and prompting companies to seek new strategies to navigate these difficulties [1][22]. Group 1: Impact of Tariffs on Companies - Companies are experiencing a sharp decline in orders, with a reported 30%-40% decrease in order volume and around 20% of production capacity idled due to increased tariffs [5][10]. - For example, a cable manufacturing company in Zhejiang, which previously generated over 1 billion RMB in sales, is now facing a drastic reduction in sales from millions to hundreds of thousands of dollars due to halted orders from American clients [3][5]. Group 2: Strategic Adjustments - In response to the tariff impacts, companies are rapidly shifting their focus to markets outside the U.S., establishing representative offices in countries like the UK, Germany, and Brazil to expand their business [6][8]. - A long-term strategy to develop non-U.S. markets was already in place, with performance incentives established to encourage employees to pursue opportunities beyond the American market [6][8]. Group 3: Domestic Market Opportunities - The domestic market is seen as a crucial alternative, with domestic consumption contributing over 60% to GDP, providing a strong foundation for companies to pivot away from reliance on U.S. orders [12][22]. - Companies are innovating and upgrading their products to meet domestic demand, with one furniture company successfully launching new products and utilizing trade fairs to penetrate the domestic market [14][15]. Group 4: Digital Transformation and Marketing Innovation - Companies are leveraging digital platforms and social media to enhance their marketing strategies, with one company successfully using short videos and live streaming to attract customers and secure orders [17][19]. - The shift towards online sales channels has allowed companies to establish a more targeted approach to marketing, resulting in significant order volumes from e-commerce platforms [20]. Group 5: Overall Trade Trends - China's foreign trade is showing signs of diversification, with a reported 5.26 trillion RMB in trade with Belt and Road Initiative countries in the first quarter, reflecting a 2.2% year-on-year increase [22]. - Despite the challenges posed by U.S. tariffs, Chinese foreign trade enterprises are actively seeking new markets and products, indicating resilience and adaptability in the face of external pressures [22].

Core Insights - The article discusses the challenges faced by foreign trade enterprises in transitioning to domestic sales while highlighting the efforts made by Huzhou, a major foreign trade city in Zhejiang, to overcome these difficulties [1] Group 1: Market Expansion Efforts - Huzhou is actively working to expand its domestic market, with a focus on addressing the obstacles encountered by foreign trade companies [1] - A recent event aimed at promoting foreign trade products for domestic sales attracted over 100 companies, exceeding initial expectations of 70 [4] Group 2: Channel and Standardization Challenges - The local business department is identifying companies facing export challenges and is collaborating with e-commerce platforms to provide hands-on guidance for entering the domestic market [7] - A significant issue is the lack of unified standards, which the Huzhou Business Bureau and Market Supervision Bureau are addressing by offering one-on-one support for companies seeking "three-same" certification (same line, same standard, same quality) [7] Group 3: Innovation and Product Development - Companies are encouraged to leverage core technological advantages to navigate the ongoing market challenges, with examples of successful innovation in product development [9] - A green home products company is capitalizing on the "trade-in" policy for consumer goods by increasing its research and development efforts to attract more customers [11]

临沂兴业陶瓷有限公司的成功案例，成为本次活动的一大亮点。该公司电商负责人苏红感慨道："贸易壁垒导致我们货物积压，这个时 候，京东给我们出了一个出口转内销的计划，不需要我们去做任何销售工作，只需要我们生产产品。然后，我们在上线6个小时的时间 里，销量达到4万单，9个小时，销量达到6万单，没想到外贸的产品转内销也这么受欢迎。" 京东集团在助力外贸企业转内销方面也展现出了坚定决心和强大实力。京东集团京喜重点商家采销部总监徐晓玫郑重表示："京东将会帮 助山东外贸企业打开国内新市场，争取在一年之内，通过政企共同的努力，让山东的外贸企业在京东平台销量达到200亿元。" 据了解，本次活动，京东集团零售、国际、工业品等八大核心业务板块采购负责人组成专业选品团队到场，依托京东超6亿用户的消费大 数据和覆盖全国的供应链网络，为山东优质外贸企业量身打造"品牌升级+精准选品+全渠道入驻"的一站式解决方案。通过专项流量扶 持、C2M反向定制等创新模式，助力外贸企业转内销。 活动现场，临沂外贸产业带企业代表纷纷走上讲台，分享外贸转内销的典型经验，为同行提供宝贵参考。同时，京东平台资深人员深入 解读了出口转内销招商政策、3C数码品类政策及 ...

泰际恒通公司是福田保税区一家保税物流企业，承接了跨境电商平台——得物APP的跨境电商保税综合服务。2024年以来，该公司通过跨境电商网购保税进 口量大幅提升。 深圳新闻网2025年5月9日讯（记者 潘润华）据深圳海关统计，今年第一季度，深圳市4个特殊监管区域（前海综合保税区、坪山综合保税区、盐田综合保税 区及福田保税区）外贸进出口2410.9亿元，同比增长29.4%，占全市外贸进出口总值的24.4%。其中，前海综合保税区、坪山综合保税区进出口增速明显，同 比分别增长50%、45.6%。 图为深圳海关所属福田海关提供"预约通关"服务加急验放跨境电商货物。 优势产业蓬勃发展，跨境电商跃级提质 "多亏了海关在节假日为我们加急验放货物，我们才能更快地将商品交到消费者手中，帮助我们展现出强大的竞争力。"该公司总经理严仕玲女士表示。 据悉，为推动跨境电商保税模式高质量发展，深圳海关所属福田海关开展"关长送政策上门"，同时在深圳市首个关地联合政务服务大厅——"e站通"综合服 务中心设置服务专窗，主动提供"预约通关""加班审单""延迟关闸"等服务，保障跨境电商货物快速通关。 此外，福田海关还与地方政府部门携手共建"关地联动" ...

□ 本报记者范昕怡 "等这些货物打包好，马上就送去报关，今天共有37个集装箱，分别出口到墨西哥、越南、南非等国 家。"4月28日，在乐美包装(昆山)有限公司，工作人员麻利地清点打包刚下线的液体无菌包。公司公共 关系部经理楚易达介绍，企业一季度产值达7.3亿元、同比增长12.3%，最近产线也是满负荷运转。 良好的发展势头从何而来？记者深入厂区一探究竟。 走进自动化立体仓库，七八层楼高的巨大空间令人震撼，一个个圆筒状纸卷静置堆高，场面十分壮观。 每个纸卷有2吨重，被叉车运上轨道，完成贴标后，由堆垛机抓取、运送至蓝色格子间贮存。 乐美包装是全球三大拥有独立知识产权的纸质无菌液体包装企业之一。人们常喝的液态奶、果汁饮料 等，就是采用这种包装。无菌包一般由纸、塑、铝复合而成，纸张作为包装原材料，贯穿于整个产 线。"这里的货架可以容纳9000多个纸卷。通过智能物流系统自动分拣，根据订单情况，纸卷直接从仓 库运输至生产车间，提高生产效率，从而更快送达客户。"楚易达说。 多方共同努力下，昆山高新区一批重点企业展现出强大韧性：一季度乐美包装预计完成进出口额1亿美 元、增长4%；沪士电子预计进出口额4.2亿美元、增长45.7%； ...