齐鲁晚报.齐鲁壹点李自强 前4个月，青岛进出口2911亿元，同比增长3.7%，占同期山东省进出口总值的25.8%。4月当月，青岛进出口799亿元，增长7.5%。前4个 月，民营企业进出口2048.4亿元，增长6.4%，占70.4%。以水路运输方式进出口2574.2亿元，增长6.8%，占88.4%；以航空运输方式进出 口126亿元，下降35.1%，占4.3%。 民营企业占比超七成，国有企业大幅增长。民营企业进出口2048.4亿元，增长6.4%，占70.4%；外商投资企业477.9亿元，下降15.2%，占 16.4%；国有企业382.6亿元，增长20.1%，占13.1%。 水路运输占比近九成。以水路运输方式进出口2574.2亿元，增长6.8%，占88.4%；以航空运输方式进出口126亿元，下降35.1%，占 4.3%。同期，以公路运输、铁路运输方式分别进出口78.4亿、47.8亿元，分别下降19.2%、增长15.2%。 对共建"一带一路"国家进出口占比近六成。对东盟、韩国、俄罗斯分别进出口462.7亿元、210.4亿元、187.9亿元，分别增长10.3%、 5.2%、36.4%。同期，对共建"一带一路"国家进出口 ...

Core Viewpoint - The external environment remains complex and volatile, leading to fluctuations in foreign trade growth, with a notable impact from high tariffs imposed by the Trump administration [1][6]. Export Summary - In April 2025, China's total exports reached $315.69 billion, marking an 8.1% year-on-year increase, although this represents a decline of 4.3 percentage points from the previous month [1][3]. - The growth rate of exports to the United States significantly decreased, while exports to ASEAN countries saw a substantial increase [3][5]. - Traditional exports such as clothing, footwear, and bags continued to decline, whereas exports of electromechanical products and high-tech products, particularly integrated circuits, experienced robust growth [1][7]. Import Summary - In April 2025, China's total imports amounted to $219.51 billion, showing a slight year-on-year decline of 0.2%, although the rate of decline narrowed by 4.1 percentage points compared to the previous month [2][6]. - The demand for traditional bulk commodities decreased due to ongoing economic restructuring, and the import growth rate remained low despite some signs of recovery [2][8]. - Imports from the United States, EU, and ASEAN saw significant declines, while imports from Latin America increased notably [2][8]. Future Outlook - The export growth rate is expected to fluctuate in 2025 due to increased uncertainty from political changes in major Western trading partners and the aggressive tariff policies of the Trump administration [9]. - The RCEP agreement is anticipated to provide support for export growth through an optimized export structure [9]. - Import growth is projected to gradually improve as domestic economic stabilization policies take effect, although challenges remain due to the ongoing bottoming out of the real estate market and high global trade barriers [9].

Core Viewpoint - The 137th China Import and Export Fair (Canton Fair) successfully concluded, showcasing China's commitment to maintaining global trade order amidst U.S. tariff challenges, with over 280,000 foreign buyers attending, a 17.3% increase compared to the previous session [1][3]. Group 1: Event Overview - The Canton Fair lasted for 20 days and attracted over 280,000 foreign buyers from 219 countries and regions, marking a historical high in attendance [1]. - The fair featured approximately 31,000 participating enterprises, with nearly 900 more than the previous session, indicating sustained interest and participation [3]. - The total intended export transactions reached $25.44 billion, reflecting a 3% year-on-year increase, with 60% of buyers coming from Belt and Road Initiative countries [1]. Group 2: Economic Implications - The fair's success is seen as a positive indicator of global business confidence in China's economic prospects, providing a "strong boost" to China's foreign trade development [3]. - China's goods trade in the first quarter reached 10.3 trillion yuan, a 1.3% year-on-year increase, with a notable recovery in monthly growth rates [3]. - Experts suggest that the fair's growth in transaction volume indicates a shift towards emerging markets for Chinese exports, reducing reliance on the U.S. market [4]. Group 3: Regional Cooperation - The recent ASEAN+3 finance ministers' meeting highlighted the importance of regional financial cooperation to address global uncertainties, with China expressing willingness to deepen collaboration [4][7]. - The Chiang Mai Initiative Multilateralization mechanism, discussed at the meeting, has a currency swap capacity of $240 billion, aimed at providing support during financial crises and emergencies [7].

Economic Performance - Zhejiang Province reported a GDP growth rate of 6.0% in the first quarter, exceeding expectations and demonstrating resilience amid uncertainties from the "tariff war" with the U.S. [1] - The province's import and export volume increased by 7.3% year-on-year, contributing 66.4% to the national growth, with exports rising by 11.1% [1][2] Domestic Demand - Domestic demand is recovering, serving as a necessary counterbalance to external risks and aligning with the goal of building a "dual circulation" development pattern [2] - Consumer spending has shown signs of recovery, with per capita tourism spending during the Spring Festival reaching 1455 yuan, the highest in recent years [2] - The film box office and ticket sales during the Spring Festival increased by 45.3% and 40.5% year-on-year, indicating a resurgence in social consumption [2] - Project investment grew by 11.5% in the first quarter, with nearly 70% of new projects from the 1364 major projects initiated [2] Innovation and Technology - The potential for innovation is a key factor in economic resilience, with high-tech manufacturing investment growing by 12.1% in the first quarter [3] - Investment in manufacturing technology upgrades and equipment purchases increased by 15.9% and 9.2%, respectively [3] External Environment - The external economic environment remains complex, with the IMF projecting global economic growth at 2.8% and trade growth at 1.7% for 2025, both down from previous forecasts [3] - The "tariff war" is expected to persist, necessitating strategic responses to mitigate risks and stabilize economic growth [3] Policy Recommendations - Emphasis on stabilizing enterprises and exports through personalized support policies and increased financial assistance for foreign trade companies [4] - Encouragement of domestic consumption and investment in public services and employment to stimulate economic activity [4] - Focus on promoting new consumption trends and enhancing logistics infrastructure to support retail [4] Long-term Strategy - The strategy includes advancing technological innovation and fostering a self-reliant economy through initiatives like the "Artificial Intelligence+" action plan [5] - High-level openness is prioritized, with plans to leverage free trade zones and pilot cities to align with international trade standards [5]

Group 1: Trade Performance - In the first four months of 2025, China's total goods trade value reached 14.14 trillion yuan, a year-on-year increase of 2.4%, with exports at 8.39 trillion yuan (up 7.5%) and imports at 5.75 trillion yuan (down 4.2%) [1] - In April, China's goods trade exports increased by 8.1% year-on-year in USD terms, while imports saw a slight decline of 0.2% [3] - The proportion of exports to the US decreased to 10.5%, down from 12.8% in March, indicating a shift towards non-US markets [4] Group 2: Market Dynamics - The decline in exports to the US was attributed to the impact of the tariff war, with a significant drop of 21% in April compared to the previous year [2][4] - Exports to non-US regions showed resilience, with a 13% year-on-year increase, particularly strong growth observed in ASEAN (20.8%) and other emerging markets [4][5] - Companies are increasingly shifting focus to emerging markets, with reports of significant order increases from regions like Russia and the Middle East [5][9] Group 3: Trade Fair and E-commerce - The 137th China Import and Export Fair (Canton Fair) saw record participation from overseas buyers, with over 280,000 attendees from 219 countries, reflecting confidence in Chinese manufacturing [7] - The establishment of cross-border e-commerce pilot zones is expanding, with 178 zones now in place, aimed at reducing barriers for companies looking to enter international markets [8] - The global e-commerce market is projected to grow at a compound annual growth rate of over 15%, reaching a size of over $7 trillion by 2025 [8]

4月中国出口（以美元计价）同比增长8.1%，表现出明显的"抢转口"特征。 抢转口、抢出海下，出口压力在6月之后。 文：国金宏观宋雪涛/联系人孙永乐 随着在途商品豁免期结束，在高额关税下，中国对美直接贸易快速下滑。 4月对美出口同比增速从9.1%快速下滑至-21%，拖累中国出口增速3个百分 点。预计5月中国对美出口将进一步回落。 4月中国对非美出口增速显著上行。 4月中国对东盟出口增长20.8%，前值11.6%，拉动中国出口增速3.6个百分点。4月中国对越南出口增长23%，越 南对美国出口增长34%，越南对中国的进口额和对美国的出口额均创下2020年以来的新高，中国借道越南转口可能明显上升。 按照美国豁免清单9903.01.25，在美东时间4月9日凌晨12时之前装船运输的商品可以申请10%的附加关税，而不用面临对等关税，在这样的情况下， 部分对美直接出口商品在4月初加速出货。 除越南外，4月中国对 非洲、德国、印度、拉丁美洲、中国台湾省 等地区的出口增速均维持两位数以上高增。对德国、荷兰、澳大利亚出口增速比3月上 升了8.8、8、10.3个百分点。 4月已公布重点商品中，出口增速最高的是中间品和资本品， 分别为 ...

欢迎扫描下方二维码关注： (包括:海运提单、航空运单、铁路 运单、货物承运单据、邮政收据等承 运人出具的货物单据,出口企业承付 运费的国内运输发票,出口企业承付 费用的国际货物运输代理服务费发票 等); 3.出口企业委托其他单位报关的单据 (包括:委托报关协议、受托报关单 位为其开具的代理报关服务费发票 等); 纳税人无法取得上述单证的,可用具有相似 内容或作用的其他资料进行单证备案。除另有 规定外,备案单证由出口企业存放和保管,不 得擅自损毁，保存期为5年。 纳税人发生零税率跨境应税行为 不实行备案单证管理。 (二)纳税人可以自行选择纸质化、影像 化或者数字化方式,留存保管上述备案单 证。选择纸质化方式的,还需在出口退(免) 税备案单证目录中注明备案单证的存放地 点。 ■ 来源： 天津市税务局 纳税服务和宣传中心 编发： 天津税务 来源天津税务 欢迎扫描下方二维码关注： 温馨提醒：蓝色柳林财税室为非官方平台，是由编者以学习笔记形式建立的平台，所有笔记写 作记录的文章及转发的法律法规仅供读者学习参考之用，并非实际办税费的标准，欢迎交流学 习，共同分享学习经验成果。文章版权归原作者所有，如有不妥，请联系删除。 ...

Group 1 - The total value of China's goods trade in the first four months of this year reached 14.14 trillion yuan, a year-on-year increase of 2.4%, with exports at 8.39 trillion yuan (up 7.5%) and imports at 5.75 trillion yuan (down 4.2%) [1] - In April, the total value of goods trade was 3.84 trillion yuan, showing a year-on-year growth of 5.6%, with exports at 2.27 trillion yuan (up 9.3%) and imports at 1.57 trillion yuan (up 0.8%) [2] - The resilience of foreign trade is reflected in the growth of high-value-added products, particularly in the machinery and electronics sector, where exports of automatic data processing equipment, integrated circuits, and automobiles increased by 5.6%, 14.7%, and 4% respectively [2] Group 2 - Private enterprises accounted for 56.9% of China's total foreign trade in the first four months, with imports and exports reaching 8.05 trillion yuan (up 6.8%) [3] - The export value of private enterprises was 5.47 trillion yuan (up 8.1%), representing 65.1% of total exports, while imports were 2.58 trillion yuan (up 4.2%), accounting for 45% of total imports [3] - Policies such as export tax rebates, trade facilitation, and cross-border logistics support have contributed to stabilizing business confidence and enhancing the international competitiveness of products [3]

美国消费者新闻与商业频道（CNBC）同日报道称，4月份，在对东南亚国家出口激增的推动下，中国4月份出口大幅增长，抵 消了对美出口商品因高额关税开始大幅下降的影响。 报道提到，按人民币计算，4月当月，中国出口较上年同期增长9.3%，大幅超过路透社估计的1.9%的增幅。4月份进口额较上年 同期增长0.8%，而经济学家预期为下降5.9%。 海关数据数据显示，按美元计算，4月份，中国对美出口同比下降逾21%，进口下降近14%。但3月份，中国对美出口增长了 9.1%，原因是出口商在关税上调前纷纷下单囤货。 不过，4月，中国对东盟出口同比增长20.8%（按美元计算），高于3月的11.6%。越南和马来西亚仍是中国对东盟出口的主要目 的地，但中国对印尼和泰国的出口量分别同比增长37%和28%。此外，中国对欧盟出口同比增长8.3%。 【文/观察者网 齐倩】海关总署5月9日对外，外贸延续了平稳增长态势。前4个月我国货物贸易进出口总值14.14万亿元，同比增 长2.4%；4月当月，我国货物贸易进出口3.84万亿元，增长5.6%。 洛杉矶港自华进口量腰斩美媒视频截图 特朗普上台后在全球范围内挑起贸易战，已宣布对从中国进口商品征收14 ...

中国欧盟商会近期进行在线问卷，调查中美关税与贸易措施升级对其会员企业产生的影响。英国《金融 时报》报道，5月8日发布的调查结果显示，由于中国提高关税导致美国进口产品被挤出市场，多数在中 国运营的欧洲公司已经感受到或预计将感受到中美贸易战的一些"积极影响"。 调查显示，19%的受访公司已经从中国本国客户或在华运营的外国客户那里获得了更多业务。调查还发 现，36%的受访公司预计将感受到积极影响。 虽然57%受访企业表示其商业战略尚未改变，但是将会持续关注形势变化。在已经采取措施的受访企业 中，17%表示正在调整采购方式，14%表示正在考量增加在华投资。表示已经或计划将有关生产移出美 国的受访者占比为9%。 《金融时报》报道称，尽管中国已是世界最大出口国，外国公司仍在华发挥着重要作用。由外国投资者 全资或部分拥有的公司贡献中国贸易总额的30%左右，其中许多公司利用进口原料在中国生产商品，供 国内销售或出口。 中国欧盟商会主席彦辞表示："这场贸易战给会员带来的不确定性难以言表。但我们相信中国可以转危 为机，展现其作为投资目的地应具备的稳定性与可预测性。" 彦辞表示："我们听到的消息是，许多（在华的）欧洲公司正在与美国 ...