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转内销观察丨耳机企业如何在内外贸市场奏响 “双强音”
Core Viewpoint - The article highlights how Chinese foreign trade companies, particularly in Dongguan, are adapting to the challenges posed by U.S. tariffs by shifting focus towards domestic sales and brand development, exemplified by a local headphone manufacturer transitioning from reliance on U.S. orders to exploring the domestic market. Group 1: Company Transformation - The Dongguan-based headphone company, previously dependent on U.S. orders, is now seizing domestic market opportunities, achieving a transformation from a single revenue stream to a dual approach [2][10]. - The company has launched a series of products specifically designed for the domestic market, including innovative headphones utilizing air conduction directional sound technology [4][12]. - The company has established a research and development team to enhance its product offerings, which has led to the successful introduction of new products in the North American market [12][19]. Group 2: Market Strategy - The company has experienced a significant shift in its business model, moving from primarily manufacturing for U.S. clients to developing its own brand and products for the domestic market [10][18]. - The company’s annual order volume exceeded 1.1 billion RMB, with over 95% of its business previously coming from foreign trade, particularly the U.S. market [7][19]. - The local government has implemented a series of supportive policies to assist foreign trade companies in transitioning to domestic sales, including organizing trade events and providing financial services [18][19]. Group 3: Industry Response - The article illustrates a broader trend among Chinese manufacturers to diversify their markets in response to external pressures, such as tariffs, by enhancing their domestic sales capabilities [2][19]. - The collaboration between local government, industry associations, and e-commerce platforms has been crucial in facilitating this transition for companies [16][19]. - The company’s leadership emphasizes the importance of balancing foreign and domestic markets, aiming for a harmonious growth strategy that leverages both avenues [21].
中美关税战按下「暂停键」,中小出口商仍在观望丨氪金·大消费
36氪· 2025-05-12 13:07
以下文章来源于36氪财经 ,作者谢芸子 郑怀舟 36氪财经 . 36氪旗下官方账号。洞见市场,比99%的投资者更聪明。 "关税摩擦是周期性事件, 全球化可能会与我们过去的认知不同" 文 | 谢芸子 编辑 | 郑怀舟 来源| 36氪财经(ID:krfinance) 封面来源 | 视觉中国 中美"对等关税"贸易摩擦终于按下"暂停键"。 据央视新闻客户端报道,当地时间5月12日,中美双方发布《中美日内瓦经贸会谈联合声明》。商务部新闻发言人在谈话中表示,双方认识到双边经贸关 系对两国和全球经济的重要性,认识到可持续的、长期的、互利的双边经贸关系的重要性,同意共同采取以下措施: 美方承诺取消4月8日和9日对中国商品加征的共计91%的关税,修改4月2日对中国商品加征的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,中方也取消对美国商品加征的共计91%的反制关税;针对美国对等关税的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的反制措施。 在5月7日外交部的例行记者会上,发言人林剑也曾表示,此次会谈是应美方请求举行的。中方坚 ...
新动能驱动“科特估”为资本市场“排头兵”
Soochow Securities· 2025-05-12 06:06
证券研究报告·宏观报告·宏观深度报告 宏观深度报告 20250512 新动能驱动"科特估"为资本市场"排头兵" [Table_Summary] ◼ 新旧动能转换下,内需扩张迫在眉睫: 关税战是一场遭遇战、持久战,全球需求承压:"遭遇战"之下,各国 的应对方式和手段在贸易战后期的很长一段时间内都将影响各自经济 增长的实际走向。中美的"大国之争"在美国内在经济问题和全球经济 增长问题暂未得到明显缓解之前仍将持续,"关税战"可能将是一场"持 久战",作为以打促谈的手段,关税的议题可能将贯穿较长的时间周期。 关税战不仅是短期的贸易摩擦,更对全球经济结构造成深远影响,进一 步抑制全球投资与消费需求。 科技产业经济占比提升,经济新动能打开内需新市场:截至 2024 年底, 数字经济核心产业增加值占国内生产总值比重 10%左右。2022 年,中 国的 KTI 制造业产出比 2012 年翻了一倍多,全球份额从 2012 年的 22% 增至 2022 年的 34%。数字经济技术应用和数字产品制造是引领当前经 济发展的主要方向,也是激发内需潜力、驱动产业创新、塑造发展新优 势的主要抓手,而科技相关服务业目前占比相对低,与海外主流 ...
从“单腿跳”到“两条腿走路” 多方发力为外贸企业“撑腰杆”托举企业“外转内”
Yang Shi Wang· 2025-05-12 03:20
Core Viewpoint - The article highlights how Chinese foreign trade companies are adapting to the challenges posed by U.S. tariffs by shifting focus towards domestic sales and brand development, exemplified by a headphone manufacturer in Dongguan that is transitioning from reliance on exports to a dual-market strategy [1][6][22] Group 1: Company Transformation - The Dongguan headphone company, previously dependent on U.S. orders, is now seizing domestic market opportunities, achieving a transformation from a single-market focus to a dual-market approach [1][5] - The company has launched a series of products specifically designed for the domestic market, including innovative headphones utilizing air conduction technology [3][12] - The company has established a comprehensive supply chain capability, allowing it to maintain foreign trade orders while also exploring domestic brand development [8][12] Group 2: Market Strategy and Government Support - The company has begun to build its own research and development team to better control product design and innovation, which has led to successful product launches in North America [10][12] - Dongguan's local government has introduced a series of supportive policies aimed at helping foreign trade companies transition to domestic sales, including 30 measures to enhance market access and financial services [18][20] - The government is organizing events to facilitate domestic market engagement, with plans for 28 national trade activities and 45 local exhibitions by 2025 [20]
关税风暴下,茂名罗非鱼的产业破局与韧性生长 | 茂名罗非鱼深调研 ①
Nan Fang Nong Cun Bao· 2025-05-12 02:34
Core Insights - The article discusses the resilience and challenges faced by the Maoming tilapia industry amid escalating tariffs imposed by the U.S. on Chinese seafood products, particularly tilapia, which has seen tariffs rise to over 150% [4][21]. Group 1: Industry Overview - China is the largest producer of tilapia globally, with an annual output exceeding 1.7 million tons, and the Maoming region contributes approximately one-seventh of this total [3]. - The U.S. tariffs on Chinese tilapia began during Trump's first term, with a 25% tariff introduced in May 2019, leading to a 20% decline in imports of frozen tilapia fillets from 2020 to 2024 [16][17]. - By February 2025, tariffs were raised to 45%, and further increases in April 2024 brought the total to 150%, significantly impacting the industry [19][21]. Group 2: Market Dynamics - The high tariffs have led to a sharp decline in exports, with companies like Hengxing Group reporting a 35% year-on-year drop in U.S. exports by March 2024 [23]. - Domestic sales are becoming a focal point for the industry, with companies like Guangdong Fuwu Food noting a shift in international buyers' behavior due to tariff uncertainties [24][26]. - The domestic sales ratio of Maoming tilapia has increased from 10% to 20% as companies seek to adapt to the changing market conditions [41][42]. Group 3: Strategic Responses - The industry is encouraged to stabilize supply and avoid panic selling to prevent further price declines [33][39]. - Initiatives are underway to promote tilapia as a viable domestic protein source, with companies developing new products to appeal to younger consumers [45][46]. - E-commerce platforms like JD.com are launching significant support plans to facilitate the transition from export to domestic sales, with tilapia being a key focus [48][50]. Group 4: Quality and Perception - The nutritional value of tilapia is highlighted, with protein content ranging from 20% to 26% and low fat content, positioning it as a healthy alternative to other fish [63][64]. - Efforts are being made to improve the perception of tilapia from a "trash fish" to a recognized source of protein, supported by quality certifications and sustainable farming practices [77][76]. - The industry aims to leverage its technological advancements in aquaculture to maintain competitiveness despite tariff challenges, with a focus on achieving a "billion-dollar industry" status by 2025 [57][58].
企业加速“本土赛道”突围打造“国民爆款” 外贸品变身内销“香饽饽”
Yang Shi Wang· 2025-05-11 03:04
Core Viewpoint - The article highlights the challenges faced by a traditional canned food company in China due to increased tariffs imposed by the U.S., which has led to a significant decline in exports. The company has successfully pivoted to domestic sales with the help of local government and e-commerce platforms, increasing its sales from 70 cans per day to 500 cans per day. Group 1: Challenges Faced - The company, which exports 50% of its products to Europe and the U.S., has experienced order cancellations and production line shutdowns due to tariff increases [1][3] - The company faced a severe inventory backlog and cash flow issues, prompting a search for alternative sales channels [3][5] Group 2: Government and Platform Support - Local government facilitated connections that allowed the company to explore domestic sales opportunities [3][5] - The company collaborated with over 130 convenience stores in Zhejiang province to sell its products domestically [5][12] Group 3: Adaptation Strategies - The company successfully adapted its products for the domestic market by changing labels and packaging, although initial sales faced challenges due to consumer preferences [6][10] - Adjustments in marketing strategies, such as downsizing packaging and creating promotional offers, helped the company transition from international to domestic sales [10][14] Group 4: Future Prospects - The company is now focusing on developing new products tailored for the domestic market while also exploring Southeast Asian markets [10][14] - E-commerce platforms like JD.com and Taobao are actively supporting the transition of export products to domestic sales, with significant procurement plans in place [12]
外贸滞销品变身内销“香饽饽”,罐头企业如何实现逆袭?
Qi Lu Wan Bao· 2025-05-11 00:35
转自:央视新闻 自美国乱挥关税大棒以来,让不少依赖出口的中国企业遭遇严峻挑战。浙江衢州开化的一家老牌罐头企业,50%的产品出口欧 美国家,因关税激增遭订单停发,外贸生产线全面停滞,甚至连前期扩建产能的设备款、农户原料款都面临断付危机。 在这场考验中,这家有着20多年外贸经验的企业,如何在政府、平台与自身的三重发力下,实现从日销70罐到500罐的逆袭,让 外贸滞销品变身内销"香饽饽"? 一家罐头企业的转型记 在浙江天童食品有限公司库房里,记者看到堆积了不少英文包装的罐头产品,这些原本都是即将运往美国的货物。 企业负责人告诉记者,去年企业刚刚通过美国食品药物管理局的验厂,美国客户的订单增加了不少,原本以为外贸业务能实现 跨越式发展,没想到美国滥施关税,而导致大量产品滞销。 浙江天童食品有限公司负责人 李丕宠:一开始加到10%,到后来一下子就猛涨到145%,那个时候我们真的是傻眼了。下单的 货,客户提出要求就不发货,他说这样货发过去我们也无法承受。滞销将近3000来吨,价值2000多万元。 多方协同搭建"内销高速路" 千万级库存积压、产线停摆、资金链告急——当企业负责人一筹莫展时,当地政府的牵线搭桥,让企业看到了转 ...
广东茂名罗非鱼出口受阻,企业积极转内销!电商、商超、餐饮齐发力
Sou Hu Cai Jing· 2025-05-10 12:16
Core Viewpoint - The export value of tilapia from Maoming, Guangdong reached 2.44 billion yuan last year, but this year, many processing enterprises are facing a decline in export orders due to the imposition of tariffs by the United States, prompting them to shift focus to the domestic market [1][3]. Group 1: Impact of Tariffs - The imposition of tariffs by the United States has led to a significant reduction in export orders for tilapia processing enterprises, with most U.S. orders currently on hold [5][9]. - The decline in export orders is not only affecting the enterprises but also impacting the purchase prices for tilapia, creating uncertainty for many farmers [7]. Group 2: Shift to Domestic Market - In response to the decreased export orders, the company is shifting its sales focus from overseas to the domestic market, where consumer awareness of tilapia is relatively low [9]. - The company has initiated collaboration with e-commerce platforms to enhance market recognition and has established a procurement plan worth tens of millions for domestic sales [11]. - Currently, domestic sales account for approximately 35% of the company's total sales, with plans to increase this share to around 50% [14].
关税风暴下外贸企业的自救:依托电商直播出口转内销逆风翻盘
Nan Fang Du Shi Bao· 2025-05-10 05:48
Core Viewpoint - The article discusses how Chinese foreign trade companies are adapting to the impact of U.S. tariffs by shifting focus from exports to domestic markets, leveraging e-commerce live streaming as a key strategy for sales growth [1][5][10]. Group 1: Impact of Tariffs - The U.S. tariffs have significantly affected Chinese foreign trade companies, prompting many to reduce their reliance on the U.S. market and explore domestic and non-U.S. markets [1][10]. - For instance, the share of U.S. orders for Times Group has decreased from 60% in 2013 to 20% in early 2023, indicating a strategic shift in response to tariff pressures [2][10]. - Companies like Qianhuan Trading have seen a one-third reduction in export business due to tariffs, leading to a reallocation of resources towards domestic market development [2][3]. Group 2: E-commerce Live Streaming - E-commerce live streaming has emerged as a powerful tool for companies to boost sales and reach domestic consumers, with Times Group reporting sales of over 30 million yuan in April through live streaming [6][5]. - The rapid sales growth attributed to live streaming is highlighted by Qianhuan Trading, which achieved over 17 million yuan in sales during a single live stream event [6][5]. - Platforms like Douyin (TikTok) have initiated support programs for foreign trade brands, resulting in a 77% year-on-year increase in transaction volume for participating brands [6][5]. Group 3: Product Quality and Market Adaptation - Companies emphasize the importance of high-quality products to succeed in the domestic market, with a consensus that understanding local consumer preferences is crucial [7][9]. - Qianhuan Trading has adapted its product offerings to meet domestic demands, focusing on stylish and multifunctional designs, which has led to successful sales [8][9]. - The article notes that domestic consumers are increasingly recognizing and valuing domestic brands, moving away from a sole focus on luxury imports [9]. Group 4: Government Support and Future Outlook - The Chinese government has implemented measures to assist foreign trade companies in navigating the challenges posed by tariffs, including organizing trade events and providing financial support [10][11]. - Despite government efforts, companies express the need for self-reliance and adaptability to seize opportunities in the changing market landscape [10][11]. - Experts suggest that companies should continue to explore domestic and non-U.S. markets as a long-term strategy to mitigate risks associated with international trade tensions [11].
转内销观察丨从“标准化出口”到“定制化内需” 罗非鱼游出困境
Yang Shi Xin Wen· 2025-05-10 01:42
Core Insights - The article discusses the challenges faced by the tilapia processing industry in Maoming, Guangdong, due to the impact of U.S. tariffs, leading to a decline in export orders and a shift towards the domestic market [1][3][10]. Group 1: Industry Challenges - Maoming is the largest tilapia export processing base in China, with an export value of 2.44 billion yuan last year [1]. - The imposition of tariffs by the U.S. has resulted in a significant reduction in export orders, with most U.S. orders currently on hold [3][10]. - The decline in orders has not only affected the processing companies but also the purchase prices for tilapia, creating uncertainty for many farmers [3][4]. Group 2: Shift to Domestic Market - Companies are shifting their sales focus from overseas to domestic markets, as domestic consumers have low awareness of tilapia [4][10]. - A tilapia processing company has set a goal to increase its domestic market share from 35% to 50% [8]. - The company is actively engaging with e-commerce platforms and supermarkets to promote tilapia products and has established a procurement plan worth millions [4][6]. Group 3: Product Customization and Market Adaptation - Customization of tilapia products is seen as key to penetrating the domestic market, requiring companies to adapt their product designs to meet diverse consumer needs [9][20]. - Companies are investing in product development to create items suitable for local tastes, such as grilled fish and fish soup, which require more processing than products intended for export [18][20]. - The domestic sales of one processing company reached 40 million yuan in the first quarter of this year, reflecting a 60% year-on-year increase [20]. Group 4: Government and Industry Support - The local government is enhancing tilapia breeding technology, processing research, and brand development to support the industry [24][26]. - A comprehensive agricultural data platform is being established to better understand market dynamics and consumer demands [26][28]. - The industry is collaborating with various stakeholders to promote tilapia and expand its market reach across different provinces [28].