Core Insights - Hunan's total import and export value reached 307.87 billion yuan in the first seven months of the year, ranking 18th nationwide [1] - Exports amounted to 187.73 billion yuan, while imports were 120.14 billion yuan [1] - In July, Hunan's import and export value was 45.38 billion yuan, showing a growth of 0.9% [1] Group 1: Trade Performance - Changsha's total import and export value was 162.73 billion yuan, growing by 1.5%, accounting for 52.9% of the province's total [2] - The number of enterprises with import and export performance reached 7,258, an increase of 311 from the first half of the year and 592 from the same period last year [1] - The export of electric vehicles saw a significant increase, with July exports reaching 1.81 billion yuan, a growth of 337.2% [2] Group 2: Regional Trade Growth - Hunan's trade with ASEAN, Africa, and the Middle East grew, with respective import and export values of 59.52 billion yuan, 33.89 billion yuan, and 20.42 billion yuan, reflecting growth rates of 17.9%, 11.3%, and 9.7% [1] - Trade with the EU also increased, with a total of 26.95 billion yuan in the first seven months and an 8.2% growth in July [1] - Notably, Malaysia surpassed the United States to become Hunan's second-largest trading partner after Hong Kong [1] Group 3: Product Export Trends - The export of mechanical and electrical products reached 106.46 billion yuan, accounting for 56.7% of total exports, with significant growth in specific categories [2] - Exports of "new three items" (electric vehicles, etc.) grew by 83.5%, while exports of rail transit equipment increased by 47.5% [2] - Agricultural product exports totaled 10.15 billion yuan, indicating a diverse export portfolio [2]

央视网消息：圣诞节是西方很多国家的大日子，也是中国外贸人"冲业绩"的一个重要窗口。距离圣诞节 还有四个月左右的时间，浙江义乌和广东东莞等外贸重镇已经进入到忙碌的"圣诞时间"。2025年的圣诞 订单不仅来得早，而且部分国家和地区的订单额在2024年的基础上翻倍。 ...

从圣奥的例子来看，企业通过引入大数据模型，优化库存周转，实现从"被动调整"到"主动预判"。破局 的关键，在于构建"数据驱动+政策协同"新生态。 上半年，我国货物贸易进出口21.79万亿元，创历史同期新高；其中，民营企业进出口12.48万亿元，占 我国外贸比重达57.3%。然而，在关税政策等因素的影响下，一些企业供应链调整滞后、库存管理承 压。 7月30日召开的中共中央政治局会议强调，帮助受冲击较大的外贸企业，强化融资支持，促进内外贸一 体化发展。一系列重要部署旨在为外贸企业营造可预期、更优质的营商环境。 (作者为浙江省委党校经济学教研部副主任、副教授，本报记者刘军国采访整理) (责任编辑：谭梦桐) 企业方面，仅靠经验判断或单一平台数据，已难以应对复杂局面，要深度挖掘平台数据与自有运营数据 的融合价值，借助人工智能，整合行业总体数据，提升政策敏感度和需求预测精准度，帮助解决营销、 合规、售后问题。 政府部门加强政策协同、完善服务体系，进一步释放跨境电商综试区的政策红利，帮助企业打通支付、 物流、合规等全链条堵点。多方合力，外贸企业就能在国际市场筑牢韧性根基，实现从"规模扩 张"到"质量提升"的跨越。 ...

上半年，我国货物贸易进出口21.79万亿元，创历史同期新高；其中，民营企业进出口12.48万亿元，占 我国外贸比重达57.3%。然而，在关税政策等因素的影响下，一些企业供应链调整滞后、库存管理承 压。 7月30日召开的中共中央政治局会议强调，帮助受冲击较大的外贸企业，强化融资支持，促进内外贸一 体化发展。一系列重要部署旨在为外贸企业营造可预期、更优质的营商环境。 政府部门加强政策协同、完善服务体系，进一步释放跨境电商综试区的政策红利，帮助企业打通支付、 物流、合规等全链条堵点。多方合力，外贸企业就能在国际市场筑牢韧性根基，实现从"规模扩 张"到"质量提升"的跨越。 （文章来源：人民日报） 从圣奥的例子来看，企业通过引入大数据模型，优化库存周转，实现从"被动调整"到"主动预判"。破局 的关键，在于构建"数据驱动+政策协同"新生态。 企业方面，仅靠经验判断或单一平台数据，已难以应对复杂局面，要深度挖掘平台数据与自有运营数据 的融合价值，借助人工智能，整合行业总体数据，提升政策敏感度和需求预测精准度，帮助解决营销、 合规、售后问题。 ...

Core Insights - In the first half of the year, Shaanxi Province implemented tax reductions and refunds totaling 29 billion yuan, with 15.1% directed towards supporting high-tech enterprises and emerging industries [1][2] Tax Incentives and Innovation - Shaanxi's tax authority utilized tax policies to stimulate technological innovation and the transformation of results, achieving a total of 29 billion yuan in tax reductions and refunds from January to June [2] - Over 15% of these funds were specifically allocated to nurture high-tech enterprises and emerging industries [2] - The tax policies also encouraged talent development, with 75,000 individuals benefiting from personal income tax deductions for continuing education, amounting to 140 million yuan [2] Trade and Market Activation - The tax authority fully implemented the "reverse invoicing" policy for resource recovery enterprises, achieving a 100% qualification and invoicing rate [3] - The export tax refund reached 6.71 billion yuan in the first half of the year, reflecting a year-on-year increase of 9.1%, contributing to a favorable foreign trade environment [3] Employment and Social Welfare - The tax authority collaborated with seven departments to provide differentiated support to 14,000 small and micro enterprises, with over 559 million small businesses benefiting from tax reductions exceeding 10 billion yuan [4] - Approximately 15,000 small businesses received over 100 billion yuan in "silver-tax interaction" loans [4] - Personal income tax deductions benefited 3.51 million individuals, resulting in a tax reduction of 8.4 billion yuan, with the number of beneficiaries increasing by 8.7% year-on-year [4] Regulatory Environment and Compliance - The tax authority integrated tax governance into grassroots management, significantly reducing tax-related complaints by 92.9% compared to the previous year [5] - The enforcement approach focused on avoiding redundant checks and ensuring precise regulation, minimizing unnecessary disruptions to businesses [5]

Group 1: Economic Performance of State-Owned Enterprises - In the first half of the year, state-owned enterprises under provincial and municipal supervision achieved a total operating revenue of 632.9 billion yuan, with provincial enterprises contributing 219.3 billion yuan and a profit total of 28.32 billion yuan, indicating positive growth in both revenue and profit [1] - The provincial energy investment entity, facing challenges from declining power generation and grid prices, reported a profit total exceeding 4 billion yuan, maintaining year-on-year growth [2] - Jiangsu's traffic infrastructure investment reached 23.368 billion yuan in the first half of the year, with several major projects completed and operational [3] Group 2: Strategic Developments and Innovations - The provincial planning and design group focused on emerging sectors, capturing nearly 400 business opportunities and achieving a year-on-year growth of 5.6% in western region business [4] - The high investment group successfully launched multiple funds, with the second batch of 22 funds totaling 40.8 billion yuan and a third batch of 5 funds starting at 15.5 billion yuan, significantly expanding its investment scope [5] - The Jiangsu International Group is transitioning towards green manufacturing, with a 36.7% increase in new international engineering contracts and a 23% rise in total import and export volume [6] Group 3: Industry-Specific Developments - The provincial salt industry group is optimizing its salt and alkali circular economy, achieving an operating revenue of 2.493 billion yuan and a profit total of 424 million yuan, with production of salt chemical products reaching 4.8588 million tons [7] - The agricultural group reported a 10% increase in summer grain purchases and a 49.2% revenue growth from reserve replenishment activities, indicating strong performance in the agricultural sector [7]

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints - China's export in July increased by 7.2% year-on-year, and import increased by 4.1%. The "rush to export" and price increase supported the export to exceed expectations, while the price increase was the main driver for the import growth [3]. - In the short term, the "rush to export" logic may be weakening, and the export in August may decline. In the medium term, the uncertainty of tariff policies may decrease, and the support from quantity and price to export may decline, with the pressure of export slowdown gradually emerging [3]. - For imports, the CRB increase in August is still at a high level, which is expected to support the import reading. Attention should be paid to the repair elasticity of domestic demand, import volume, and price [4]. 3. Summary by Directory 3.1 Export: The re - warming of entrepot trade in July under the uncertainty of tariff negotiations - **Overall situation**: In July, the export growth rate was +7.2%, rising for two consecutive months. The "rush to export" logic was strong due to the uncertainty of tariff negotiations, and the export price increase also contributed to the high export growth from June to July. However, the "rush to export" logic is weakening, and the export may decline in August [3][20]. - **By commodity type** - Labor - intensive consumer goods: The year - on - year export declined to - 3.1%. The reasons may be the pre - Christmas rush to export in June and the "price - for - volume" strategy [1][22]. - Intermediate goods: The export growth rate continued to rise, with a combined year - on - year increase of 18.6% for five types, driving the export growth by 2.1 percentage points. It is expected to remain the main support for exports [1][26]. - Electronic products: The drag on export increased. The combined year - on - year decline of mobile phones and laptops was - 1.3%, and the contribution to export was - 18.1% [29]. - Automobiles: The driving effect on export remained high, with a year - on - year increase of 18.6% in export value, driving the export growth by 0.6 percentage points [29]. - **By country** - Developed economies: The year - on - year export growth rates to the US, EU, and Japan were - 21.7%, +9.3%, and +2.5% respectively. The EU's export weight continued to be higher than the same period, showing a substitution effect [2][34]. - ASEAN: The export share decreased, with a year - on - year increase of 16.6% in July, a slight slowdown of 0.4 pct [2][34]. - Latin America: The proportion rebounded, with a year - on - year increase of 7.7% in export in July ( - 2.1% in June), and the share rose to 8.3%, reaching a new high since August 2024. Entrepot trade heated up [2][34]. 3.2 Import: Price increase drives the further upward movement of imports - **Overall situation**: In July, the import amount increased by 4.1% year - on - year, rising further after turning positive in June. The price increase was the main driving force, and the CRB spot index had a good synchronicity with the import amount growth rate [2][38]. - **By commodity type** - Upstream bulk commodities: The import drag narrowed, with a combined year - on - year decline of 7.9% in the import amount of five types of upstream bulk commodities, which was 3.5 pct higher than that in June [39]. - Intermediate goods: The growth rate continued to rise, with a combined year - on - year increase of 9.5% in the import of four types, driving the import growth by 1.9% [39]. - Downstream consumer goods: The drag also narrowed, with a combined year - on - year decline of - 15.6% in the import of three types of consumer goods ( - 21.0% in June) [39].

韧性体现在量的强有力支撑上。无论是从"长焦"还是"短焦"的时间镜头来看，中国外贸都展现出了强劲 的韧性。今年上半年，我国货物贸易进出口21.79万亿元，同比增长2.9%。其中，出口13万亿元，增长 7.2%。"十四五"期间，中国货物贸易规模连续跨过5万亿美元、6万亿美元两个台阶，稳居全球第一；服 务贸易规模首破1万亿美元，位居全球第二；出口、进口国际市场份额稳定在14%和10%以上。一组组 鲜活、亮眼的数据，既是韧性与底气的有力支撑，也是优势与活力的生动诠释。 增强外贸韧性，在于AI等技术赋能的提质增效。在浙江义乌，中国小商品城（600415）的商户们积极 利用AI等工具辅助翻译，不仅可以与外商直接交流，还能对海外市场需求做出智能分析、精准匹配， 并进行产品研发设计。外需订单的持续增长让品牌出海之路更顺畅。 增强外贸韧性，在于开拓海外新市场的步履不停。为了更好应对外部冲击，许多外贸企业不等不靠，主 动寻找新航道，果断开拓新市场。服贸会、消博会、进博会、广交会、链博会等一系列重要展会提供的 平台和机遇，以及共建"一带一路"、《区域全面经济伙伴关系协定》（RCEP）等释放的制度红利，则 持续为外贸企业扬帆出海助力 ...

近两年来，国铁广州局广深铁路物流中心组建专业团队，深入大湾区制造业腹地开展系统性市场调 研。"调研揭示出旺盛的进藏货运需求。"广深铁路物流中心营销部经理胡广介绍，"以广州厚德物流为 例，平均每2天就有3台17.5米平板车发往拉萨和日喀则，货物涵盖电玩游戏机、饮料、机械设备、家 电、家具等。" 据悉，本次班列的核心客户——小元(日喀则)实业有限公司，是日喀则经济开发区重点招商引资企业。 该公司自2023年成立以来，外贸出口额已突破20亿人民币，迅速成长为西藏自治区最大的外贸企业之 一。 "我们主营日用品、纺织品、手工艺品等产品，年出口货物量超20万吨，货源地主要集中于广东、江浙 等制造业发达地区。"小元公司负责人说："我们对稳定、高效、大批量的物流通道有着迫切需求，班列 的开通响应了我们的期待，解决了货物进藏时效与成本的痛点。" 此次班列最大的亮点是采用点到点的直达运输模式。广深铁路物流中心营销部副经理李少峰强调："我 们提前申请了班列运行线，并将全程运行时间精确控制在137小时39分钟。这种时效保障对于出口企业 至关重要，能有效避免因交货延迟影响企业享受外贸政策红利，确保货物的市场竞争力。" 中新网广州8月7 ...

Group 1 - The article discusses the procedures for foreign trade enterprises to handle errors in export tax refund applications based on different scenarios [1][3][11] - Scenario one involves unsubmitted data, where enterprises can directly edit the details in the electronic tax bureau [1][2] - Scenario two addresses submitted data that has not yet been approved by the tax authority, requiring a withdrawal application before making corrections [3][6][9] - Scenario three pertains to submitted data that has been approved, allowing enterprises to make adjustments through the "Foreign Trade Enterprise Adjustment Declaration" function [11][12][14] Group 2 - The article outlines the specific steps for each scenario, including logging into the electronic tax bureau and navigating to the appropriate sections for editing or withdrawing applications [1][3][11] - For scenario two, it details the need to fill out a withdrawal form with specific information such as the reason for withdrawal and the original declaration details [5][6] - In scenario three, it emphasizes the importance of verifying information before submitting the adjustment declaration [13][14]