"沈阳制造"走俏海外，出口商品清单颇具看点。代表"硬实力"的机电产品依然是出口主力，其中电工器 材出口猛增39.7%，汽车零配件出口也保持增长，显示出沈阳在相关产业链上的优势。同时，劳动密集 型产品出口异军突起，增幅高达86.4%，成为拉动出口增长的一匹"黑马"。在进口方面，尽管机电产品 进口整体下降，但关乎民生消费的农产品和医药材及药品进口均实现了两位数增长，满足了国内市场日 益升级的需求。（文 刘大毅） 在这份成绩单中，几大结构性亮点尤为引人注目：更具自主性的一般贸易占据绝对主导地位，占全市进 出口总值的八成以上，成为外贸结构的"压舱石"；更具活力的民营企业则跑出了"加速度"，进出口同比 增幅高达36.2%，与增长14.7%的国有企业一同成为推动增长的重要力量。 从"朋友圈"来看，沈阳的贸易伙伴更加多元均衡。在对欧盟等传统市场贸易额有所调整的同时，与新兴 市场的联系日益紧密。对东盟国家、共建"一带一路"国家以及RCEP贸易伙伴的进出口均实现了稳定增 长，其中对共建"一带一路"国家的贸易额达到了560亿元，增长4.6%，对RCEP贸易伙伴进出口201.2亿 元，增长8%，为沈阳外贸开拓了更广阔的发展新天地。 ...

Core Insights - Suzhou's total goods trade import and export reached 2.02 trillion yuan in the first three quarters of this year, marking a year-on-year increase of 6.1% [1] - Exports amounted to 1.27 trillion yuan, growing by 7.6%, while imports were 757.65 billion yuan, up by 3.8% [1] - In September alone, the city's trade reached a record monthly high of 263.84 billion yuan, reflecting an 11.3% growth [1] Trade Composition - General trade's share increased, while processing trade maintained stable growth. General trade imports and exports totaled 882.88 billion yuan, up 8.2%, contributing 3.5 percentage points to overall foreign trade growth, with a share increase of 0.8 percentage points to 43.6% [1] - Processing trade reached 844.14 billion yuan, growing by 5%, accounting for 41.7% of the total [1] International Trade Relations - Suzhou engaged in trade with 240 countries and regions, with imports and exports to Belt and Road countries reaching 907.19 billion yuan, a 15.7% increase, contributing 105.2% to the city's foreign trade growth [1] - Trade with ASEAN countries amounted to 388.44 billion yuan, reflecting a growth of 26.2% [1] Sector Performance - The equipment manufacturing sector remains a cornerstone for exports, with exports totaling 978.96 billion yuan, a 7.6% increase, representing 77.3% of total exports [2] - High-tech product imports showed significant growth, reaching 444.69 billion yuan, up 9.6%, with the share of high-tech products in total imports increasing by 3.1 percentage points to 58.7% [2]

Core Insights - In the first eight months of this year, the total import and export value of Yiwu, Zhejiang reached 554.26 billion yuan, representing a year-on-year increase of 24.9% [1] - Exports amounted to 486.6 billion yuan, with a year-on-year growth of 23.7%, while imports totaled 67.66 billion yuan, showing a significant increase of 34.0% [1] Export Data - The market procurement trade method significantly contributed to Yiwu's export performance, with exports through this method reaching 402.62 billion yuan, a year-on-year increase of 27.3%, accounting for 82.7% of Yiwu's total exports [1] - General trade imports and exports were recorded at 114.97 billion yuan, reflecting a year-on-year growth of 13.3% [1] Import Data - In terms of imports, consumer goods accounted for 37.18 billion yuan, with a year-on-year increase of 27.2% [1] - Notably, imports of beauty and personal care products reached 5.73 billion yuan, growing by 10.6%, while imports of electromechanical products surged to 3.3 billion yuan, marking a significant increase of 51.3% [1] Regional Trade Performance - Yiwu maintained double-digit growth in trade with major markets, with imports and exports to Africa, Latin America, ASEAN, and the EU reaching 96.83 billion yuan, 86.78 billion yuan, 62.87 billion yuan, and 57.39 billion yuan respectively, with year-on-year growth rates of 19.2%, 15.2%, 48.4%, and 27.6% [2] - Trade with countries involved in the "Belt and Road" initiative totaled 377.35 billion yuan, reflecting a year-on-year increase of 27.0%, accounting for 68.1% of Yiwu's total import and export value during the same period [2]

Core Insights - In the first seven months of the year, China's total goods trade import and export value reached 25.7 trillion yuan, reflecting a year-on-year growth of 3.5% [1][2] Trade Characteristics - General trade and processing trade both saw increases in import and export values, with general trade totaling 16.44 trillion yuan, up 2.1% year-on-year, and processing trade growing by 6.3% to 4.6 trillion yuan [3] - Trade with ASEAN and the EU also experienced growth, with total trade value with ASEAN reaching 4.29 trillion yuan, a year-on-year increase of 9.4%, and trade with the EU totaling 3.35 trillion yuan, up 3.9% [4] - Import and export values from exhibition enterprises and foreign-invested enterprises increased, with exhibition enterprises reaching 14.68 trillion yuan, a growth of 7.4%, and foreign-invested enterprises totaling 7.46 trillion yuan, up 2.6% [5]

Core Insights - The global reliance on China has increased despite a complex international environment, indicating a trend of deeper integration rather than decoupling [1][2] - China's manufacturing value added accounts for over 30% of the global total, maintaining the largest scale for 15 consecutive years, with projections suggesting it could reach 45% by 2030 [1] - The growth of foreign trade is fundamentally linked to a country's productivity, with China's increasing share in global trade reflecting a consensus on its role in global division of labor [1] Trade Performance - In 2021, China's total goods trade reached 39.1 trillion yuan, a year-on-year increase of 21.4%, with exports and imports growing by 21.2% and 21.5% respectively [3] - By 2022, the total goods trade value surpassed 40 trillion yuan, reaching 42.07 trillion yuan, a 7.7% increase year-on-year [3] - In 2023, the trade value was 41.76 trillion yuan, showing a modest growth of 0.2%, while projections for 2024 indicate a rise to 43.85 trillion yuan, a 5% increase [3] Product Structure and Innovation - The export of mechanical and electrical products has strengthened, with 2021 exports reaching 12.83 trillion yuan, accounting for 59% of total exports [7] - High-tech product exports grew by 9.2% in 2025, with significant increases in high-end machinery and instruments [7] - The shift from OEM to ODM and customized products reflects an upgrade in China's export product structure, enhancing design and brand capabilities [6][7] Trade Partners and Market Diversification - China has seen a decline in trade with the U.S. while increasing trade with non-U.S. regions, with ASEAN remaining the largest trading partner [11] - The trade with "Belt and Road" countries has outpaced overall growth, accounting for 51.8% of total trade in the first half of the year [11] - The diversification of international markets has made China's trade more resilient amid uncertainties [11] E-commerce and Digital Trade - Cross-border e-commerce imports and exports reached approximately 1.32 trillion yuan in the first half of the year, growing by 5.7% [9] - The share of cross-border e-commerce in total foreign trade has increased from less than 1% in 2015 to 6.2% in 2024, indicating a significant trend towards digital trade [9][10] Future Outlook - Despite challenges from geopolitical tensions and a slowing global economy, China's complete and high-density industrial chain is expected to maintain its competitive edge for at least the next decade [12] - The focus on enhancing product quality and value-added services is crucial for sustaining international competitiveness [13] - The transition from a production-based economy to a consumption-driven one will require addressing internal challenges and finding new growth points [13]

Core Viewpoint - The article discusses the essential differences between cross-border trade and general trade, highlighting the strategies that overseas brands can adopt when entering the Chinese market, including the role of agency operations and self-management. Group 1: Differences Between Cross-Border Trade and General Trade - Cross-border trade involves transactions that cross national borders, including goods, services, technology, and investments, while general trade refers to conventional trade where both parties are within the same country [3]. - The process of cross-border trade is complex, requiring compliance with multiple countries' laws, currency exchange, and customs clearance, whereas general trade follows simpler domestic regulations [4]. - Cross-border trade benefits from tax exemptions, such as a 70% tax on value-added and consumption taxes for cross-border e-commerce, while general trade requires full tax payments with potential for export tax refunds [5]. - Risks and costs in cross-border trade include currency fluctuations, political risks, and high logistics costs, while general trade faces lower risks but must manage domestic market competition [6]. - Typical scenarios for cross-border trade include platforms like Tmall International and Amazon Global, while general trade is exemplified by traditional export businesses [6]. - Cross-border trade is characterized by its reliance on platform rules and user insights, making it suitable for emerging brands, while general trade requires long-term customer relationship building, favoring established companies [6]. Group 2: Agency Operations for Overseas Brands - Agency operations provide a rapid entry strategy for brands, as demonstrated by Panasonic, which achieved over 60 million in GMV in its first year through agency collaboration [6][7]. - The Ordinary, a Canadian brand, successfully penetrated the market with a "component-focused" strategy, generating over 100 million in GMV through agency-led campaigns [7]. - Strong brands like LVMH and Apple have opted for self-management, establishing their own flagship stores and leveraging brand ambassadors to reach high-end consumers [8]. - The choice between agency operations and self-management depends on the brand's resources and market stage, with agency operations being ideal for resource-limited brands and self-management suited for financially robust companies [9]. Group 3: Strategies for Entering the Chinese Market - Successful market entry requires localization, as illustrated by Santa Maria Novella, which launched a "Chinese-style fragrance gift box" through an agency, achieving over 10 million in GMV in its first year [10]. - A comprehensive traffic strategy is essential, utilizing platforms like Xiaohongshu for product discovery, Tmall for conversion, and Douyin for repeat purchases, creating a closed loop of content, transaction, and retention [11]. - Agency operations can help brands navigate compliance and efficiency challenges, such as avoiding advertising violations and optimizing supply chains for faster delivery [12]. Group 4: Conclusion on Trade Forms and Brand Strategies - The fundamental difference between cross-border and general trade lies in the balance between globalization and localization, influencing how overseas brands approach the Chinese market [13]. - The choice between agency operations and self-management should align with the brand's specific needs and market conditions, with agency operations serving as an accelerator for rapid adaptation [13].

Core Viewpoint - The recent adjustment in the U.S. import policy for low-value packages, particularly affecting e-commerce shipments from China, marks a significant shift in the regulatory landscape, ending the previous "Section 321" exemption for packages valued under $800 [1][3]. Group 1: Policy Changes - Starting May 2, the U.S. will implement new customs and tax regulations for low-value packages from China, which will now be subject to a fixed import duty regardless of the previous exemption [1][2]. - The new policy distinguishes between postal and commercial channels, with postal channels now requiring fixed tax rates and pre-payment of duties, complicating the previously simpler process [2][3]. Group 2: Impact on Channels - The postal channel, governed by the Universal Postal Union, will see significant operational complexities due to the new requirements, leading to actions such as Hong Kong Post temporarily suspending shipments to the U.S. [2][4]. - In contrast, commercial channels will continue to follow general trade rules, focusing on the product's HS code and country of origin for duty assessment, which may lead to higher costs for packages originating from China [2][3]. Group 3: Future Developments - The U.S. Department of Commerce is working on a comprehensive regulatory framework for low-value packages, expected to expand globally by September 2025, which may introduce a unified reporting system [3][5]. - The rapid growth of e-commerce transactions has prompted this policy shift, as the previous regulations were inadequate for the current market dynamics, leading to unfair competition and tax equity issues [3][6]. Group 4: Strategic Responses - A transitional solution involves utilizing postal systems from third countries to potentially bypass the new duties until the regulations are fully enforced, although this approach has its drawbacks, including longer logistics times and higher costs [4][5]. - Shifting to traditional general trade customs clearance is seen as a more sustainable strategy, despite its higher operational requirements, as it offers faster clearance and better risk management [5][6]. Group 5: Long-term Considerations - The U.S. may adopt a cross-border e-commerce model similar to China's 9610 model, which would require overseas e-commerce businesses to register locally and comply with comprehensive supply chain regulations [5][6]. - The role of overseas warehouses is becoming increasingly important, serving as a critical link between Chinese brands and U.S. consumers, facilitating localized delivery and communication in the evolving regulatory environment [6].