外贸窗口期

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90天“窗口期” 中国外贸企业抢跑全球新赛道
news flash· 2025-06-23 19:03
今年以来,美国政府一系列单边关税政策冲击全球经贸秩序,我国外贸在复杂环境中稳健前行。5月12 日,中美日内瓦经贸会谈联合声明发布,两国企业也迎来了90天的"外贸窗口期"。中国外贸企业积极抓 住时机,应变求新。广州这家曾经生产出"新中国第一台家用电冰箱"的企业,受到美国关税政策影响, 生产的大批冰箱曾经一度被迫滞留仓库。如今,趁着"窗口期",这批货物已经重新装船出海。还有的外 贸企业,则以独特的产品研发和设计,开辟和布局更广阔的新兴市场。(央视财经) ...
月度宏观经济回顾与展望:关注“以旧换新”与消费补贴的改变-20250609
Orient Securities· 2025-06-09 08:33
Group 1: Economic Performance - As of May 31, 2025, the "old-for-new" program has driven sales of 1.1 trillion yuan across five major categories, with approximately 175 million subsidies issued to consumers[5] - The estimated fiscal funding of 139.2 billion yuan represents 42% of the progress towards the target, closely aligning with the scheduled progress of 5/12[5] - The retail sales growth for April was 5.1%, down from 5.9% in March, but still better than the previous year's performance[9] Group 2: Consumer Behavior and Trends - The "old-for-new" program has reached 12.4% of the population with 175 million subsidies issued, indicating significant coverage and potential for future growth[5] - The demand for building and decoration materials improved in April, with a year-on-year growth of 9.7%, the highest since December 2021[9] - The retail sales of gold and jewelry surged to a year-on-year increase of 25.3% in April, reflecting strong consumer interest driven by rising gold prices[9] Group 3: Investment and Financing - The total social financing scale increased by 11.59 billion yuan in April, with a year-on-year growth of 8.7%[12] - Government bond issuance maintained a rapid pace, with new issuance of 972.9 billion yuan in April, significantly higher than the previous year[13] - Corporate loans decreased by 250 billion yuan year-on-year in April, while corporate bonds saw an increase of 633 billion yuan, indicating a shift in financing methods[13] Group 4: Risks and Challenges - Fluctuations in Trump's tariff policies continue to impact market risk appetite, contributing to uncertainty in trade relations[5] - The restructuring of the industrial chain due to tariffs poses risks of global growth slowdown and overcapacity[5]
中美贸易90天窗口期,中国港口忙起来
Huan Qiu Shi Bao· 2025-05-23 22:53
【环球时报综合报道】编者的话:在结束日内瓦经贸会谈后,中美两国为"对等关税"按下90天"暂停键",两国企业迎来一段宝贵的"外贸窗口期"。短短两周 以来,市场反应强烈,大量美国零售商致电中国企业,希望增加订单量并加紧发货,美国企业之间也早早为抢囤中国商品掀起"仓库争夺战"。火热的贸易氛 围推高了货运需求,行业数据显示,上周从中国驶往美国海岸的货轮预订量较前一周增加了一倍多。受此影响,不少航运公司正在调整运力,中国的港口也 进入"繁忙期"。90天窗口期刚刚开始,中国港口以及物流行业感受到怎样的变化?中美商家如何利用这一契机?中国商家如何着眼90天后更长远的贸易机 会?《环球时报》记者对此进行了走访调查。 " 预计最繁忙时和春运差不多 " 宁波梅东集装箱码头,起重机忙碌地装卸集装箱。"我们的业务所受影响微乎其微。看,这里仍然很忙!"宁波梅东集装箱码头有限公司经理杨江琦近日在带 领《环球时报》记者参观时说道。在港口内部,操作员在几公里外的空调房间内控制起重机。繁忙的景象与这些港口业内人士面对关税的务实冷静形成鲜明 对比。 港口、物流以及货运代理等运输环节上的企业无疑是中美贸易最前方的参与者。近来国内对美货运需求强势反 ...