编辑：郭晋嘉 广告等商务合作，请点击这里 根据报告，2026年天津将稳步扩大制度型开放，推动贸易、投融资便利化等政策向国家级经开区延伸， 并在增值电信业务、生物技术、国际诊疗等细分领域争取突破，支持存量外资企业增资扩容。同时，拓 展外贸新市场，做大跨境电商、海外仓、"保税+"业态规模。 报告还提出，将深化港产城融合发展，发挥天津港牵引作用，扩大与国内外航运头部企业合作；推进华 北区域中欧班列集结中心建设，强化国际航空货运枢纽建设；推动海工装备、航运金融、临港产业、海 洋旅游等市场拓展、聚链延链。(完) 来源：中国新闻网 天津2026年外贸进出口目标超8500亿元 中新社天津1月26日电 (记者 周亚强)天津市第十八届人民代表大会第四次会议26日开幕，天津市市长张 工作政府工作报告(下称"报告")。报告称，2026年天津将推动开放能级跃升，提出外贸进出口规模超 8500亿元人民币等目标。 报告指出，"十四五"以来，天津改革开放先行区引领带动作用更加彰显，实际使用外资达263亿美元。 2025年，天津出台促进外贸稳增长等措施，推动出口同比增长10.1%，跨境电商交易额增长28.1%，高 水平开放持续推进。 报告显 ...

在全球时尚与零售格局中，中国跨境电商已成为一股稳健而强大的支撑力量。海关数据显示，2025年前 三季度，中国跨境电商出口总额约1.63万亿元人民币，同比增长6.6%。其中，纺织服装作为传统优势产 业，纤维加工总量占全球50%以上，出口额连续五年稳定在3000亿美元以上，直接带动就业超2000万 人，是稳外贸、促增收的关键领域。 在这一进程中，已跻身全球时尚零售行业前列的SHEIN（希音），正以其日益扩展的产业链赋能角色， 成为推动行业高质量发展的核心"链主"。它不仅通过数字化体系深度重塑供应链，更凭借"自主品牌+平 台"双引擎发展模式，为中国品牌的全球化开辟了新路径。 SHEIN（希音）的赋能始于供应链源头。通过强大的数字化需求传导系统，它将全球实时消费趋势精准 对接国内供应商，使厂家能够专注于高效生产，摆脱订单波动之苦。广州服装供应商陈迪的经历颇具代 表性："以前接加工的时候，那时候我老要去上门找人家'给货'，做完了这一单又要操心去筹下一单。 而SHEIN（希音）不一样，他用数字说话，你交完这一单，他后台已经都给你排列好了下一单，需要哪 一天出货，都很清晰。"从稳定订单、准时账期，到引入精益生产理念与数字化 ...

Core Insights - The Guangzhou Customs has reported significant growth in import and export volumes across various ports and airports, indicating a robust trade environment and effective customs management [2][3][10]. Group 1: Trade Volume and Growth - By 2025, the import and export cargo volume at Guangzhou Baiyun International Airport is expected to exceed 1.5 million tons, marking an 8.3% year-on-year increase [2]. - The Nansha Port is projected to handle over 70 million tons of import and export cargo, reflecting a 17.2% increase [2]. - The total foreign trade import and export scale in the customs area reached 1.89 trillion yuan, a growth of 5.9%, with historical highs recorded in Guangzhou, Zhaoqing, and Qingyuan [3]. Group 2: Customs Efficiency and Innovations - Guangzhou Customs has implemented 52 measures to stabilize foreign trade, enhancing regulatory efficiency and service levels [3][4]. - The introduction of smart customs technologies, such as AI drug detection and intelligent quarantine systems, has improved the efficiency of customs operations [4][6]. - The "smart customs" initiative has led to significant reductions in inspection times, with some processes being expedited by over 80% [6]. Group 3: Security and Risk Management - The customs authority has strengthened its risk management and enforcement mechanisms, achieving a seizure rate of over 50% in customs inspections [4]. - Measures to combat smuggling have resulted in a notable increase in the number of criminal cases handled, with a year-on-year growth of 82.6% in criminal cases related to smuggling [5]. Group 4: Cross-Border Trade Facilitation - The establishment of the "Guangzhou-Hong Kong Automotive Export Fast Track" has reduced the waiting time for vehicle registration in Hong Kong from 14 working days to 3 [9]. - The implementation of a "one-stop" inspection and declaration process for market procurement trade has facilitated exports worth over 230 million yuan within a year [7]. Group 5: Economic Impact and Consumer Engagement - The Guangzhou International Trade Fair has seen record numbers of overseas buyers and exhibitors, contributing to a significant increase in consumer spending [8]. - Duty-free sales in Guangzhou exceeded 1.42 billion yuan, a 13.5% increase, marking the highest sales in nearly six years [8]. Group 6: Future Outlook - Guangzhou Customs aims to continue enhancing trade facilitation and regulatory efficiency while maintaining a focus on national security and risk management [11].

A股公司赴港上市热潮，悄然席卷跨境出海圈。 2025年港股IPO的热度，完全可以用"火爆"来形容。 iFinD数据显示，按首次申报日统计，2025年共有416家企业新递交港股IPO申请，较2024年激增98%，其中有不少是"A+H"双重上市。同时，港股新股市 场全年共迎来117只上市新股，相较2024年新股数量同比增长超六成。 而在跨境电商领域，据AMZ123不完全统计，2025年，已有安克创新、石头科技、极米科技、传音控股等7家头部企业披露了赴港上市的相关公告。 | | 2025年赴港上市的A股跨境企业名单 | | | | --- | --- | --- | --- | | 云与奥田 | 相关公告发布时间 | 上市进度 | 核心品类 | | 吉宏股份 | 2025年5月 | 已上市 | 服饰 | | 极米科技 | 2025年9月 | 审核中/已向港交所递交上市申请 | 3C | | 乐舒适 | 2025年11月 | 已上市 | 卫生用品 | | 安克创新 | 2025年11月 | 审核中/已向港交所递交上市申请 | 3C | | 传音控股 | 2025年11月 | 审核中/已向港交所递交上市申请 | 3C ...

在跨境电商领域，一场静默的革命正在全球范围内悄然展开。1月13日，国际邮政服务机构国际邮政公司（IPC）发布《2025跨境电商消费者调查》。 拼多多旗下的平价电商平台Temu自2022年上线以来，全球市场份额已从不足1%飙升至24%，与美国电商巨头亚马逊持平，两家平台合计占据了全球跨境电 商市场的"半壁江山"。 这一数据不仅反映了跨境电商市场竞争格局的剧烈变化，更揭示了供应链模式重构、消费者偏好迁移以及全球贸易政策调整等深层次变革。 出品 | 网经社 撰写 | 无痕 审稿 | 云马 配图 | 网经社图库 IPC的《2025年跨境电商消费者调查》基于来自全球37个国家和地区的30,970名消费者数据，覆盖多个欧洲国家以及澳大利亚、加拿大、中国、墨西哥、新 西兰、韩国和美国等主要市场。 "2025年跨境电子商务调查显示，消费者对跨境网购的信心持续保持高位。"IPC首席执行官霍尔格·温克鲍尔表示，尽管2025年至2026年的海关政策变化正在 重塑全球电商供应链格局，但过去3年间，中国电商出口尤其是Temu平台的业务显著增长。 该调查显示，Temu与亚马逊在2025年的跨境电商交易份额均为24%，两家平台几乎平分秋色 ...

Group 1 - The core point of the article highlights the recent decline in the stock price of Xiamen Jihong Technology Co., Ltd., which fell by 5.05% to 19.37 CNY per share, with a trading volume of 2.19 billion CNY and a turnover rate of 3.84%, resulting in a total market capitalization of 8.724 billion CNY [1] - Xiamen Jihong Technology Co., Ltd. is primarily engaged in cross-border social e-commerce and paper packaging for fast-moving consumer goods (FMCG), with its revenue composition being 65.45% from e-commerce, 34.49% from packaging, and 0.06% from other businesses [1] - The company operates through three main divisions: cross-border social e-commerce, paper packaging services for FMCG clients, and other business activities including marketing and advertising [1] Group 2 - According to data, Huatai-PB Fund holds a significant position in Jihong shares, with the Huatai-PB CSI 2000 Index Enhanced A Fund (019923) holding 505,900 shares, representing 0.58% of the fund's net value, making it the seventh-largest holding [2] - The Huatai-PB CSI 2000 Index Enhanced A Fund has a current scale of 316 million CNY, with a year-to-date return of 12.81% and a one-year return of 73.84%, ranking 1146 out of 5580 and 382 out of 4271 respectively [2] Group 3 - The fund managers of Huatai-PB CSI 2000 Index Enhanced A include Sheng Hao, Lei Wenyuan, and Kong Lingye, with Sheng Hao having a tenure of 10 years and 109 days, managing assets totaling 4.785 billion CNY, achieving a best return of 138.56% during his tenure [3] - Lei Wenyuan and Kong Lingye both have a tenure of 3 years and 176 days, managing assets of 1.434 billion CNY and 2.573 billion CNY respectively, with Lei achieving a best return of 98.82% and Kong achieving a best return of 98.82% as well [3]

Cross-Border E-Commerce Industry Analysis Summary Industry Overview - The cross-border e-commerce industry has experienced significant growth, outpacing China's overall foreign trade levels, driven by advantages such as small orders, quick returns, and high cost-effectiveness [1][2] - The global cross-border e-commerce market is expected to exceed $1 trillion by 2025 and reach $4 trillion by 2032, with a compound annual growth rate (CAGR) of nearly 20% [1][5] Key Markets - The primary markets for cross-border e-commerce remain in Europe and the United States, with the U.S. accounting for 34% of the market share in 2024 [3] - Emerging markets such as Southeast Asia, the Middle East, Latin America, and Africa are experiencing rapid growth and are becoming focal points for major cross-border e-commerce companies [4] Market Dynamics - The B2B model constitutes approximately 70% of the market, connecting overseas buyers through platforms like Alibaba International Station [6] - B2C sales are conducted directly to consumers via platforms like Amazon and independent sites, focusing on brand building [6] Business Models - The rise of full-service models has been noted, where platforms like Tom, Shopee, and AliExpress control pricing, marketing, and logistics, leaving sellers responsible only for supply [7] - Semi-managed models are suitable for larger items, requiring sellers to manage logistics and warehousing while maintaining some pricing autonomy [8] Industry Chain - The upstream of the industry includes brand owners and large sellers such as Anker Innovations and Savi Technology, responsible for product design and sales [9] - The midstream consists of transaction platforms like Amazon and TikTok, which hold significant influence over traffic distribution and industry rules [9] Future Trends and Challenges - Key trends for 2026 include the importance of infrastructure services and self-pickup points, with logistics providers like China National Freight and payment platforms like Payoneer being crucial players [10] - The U.S. market is expected to grow at a rate of 2.1%, with potential increases in certain regions [10][11] - Currency appreciation of the RMB poses challenges for cross-border e-commerce companies, affecting pricing advantages and exchange rate losses [12] - The logistics cost landscape is changing, with the Shanghai SCFI index indicating low freight rates, but hidden costs from shipping disruptions are increasing [12] - Changes in tariff regulations, such as the EU's removal of tax exemptions for goods under €150 and the U.S. gradually phasing out exemptions for packages under $800, will benefit large merchants with overseas warehousing capabilities [12] - Rising fulfillment costs, particularly with Amazon's FBA fees and increased commission rates on platforms like TikTok, are putting pressure on cross-border e-commerce companies [12]

中新网成都1月26日电 (单鹏 秦梓恒)2026年美加墨世界杯硝烟未起，大洋彼岸的中国外贸玩家已开始抢 点布局。近日，在成都烽洲鸿国际贸易有限公司，CEO左腾将历届世界杯的消费数据、谷歌趋势热词以 及竞品数据"投喂"给AI模型，AI不仅预测出常规爆款，还给出了"微创新"方向。 "选品是跨境电商的生死线。过去选品靠经验，现在靠大数据。"左腾介绍，公司建立了一个包含20多个 维度的AI选品模型，涵盖市场竞争度、利润率、物流友好度、差评率等，AI综合所有数据后输出选品 评分，此举大幅提升了选品效率，相较于以往人工分析一款产品需3到5天，如今AI一天就能完成4款产 品分析。 左腾的实践揭示了当前跨境电商的发展趋势：当AI深入业务毛细血管，行业的底层逻辑正被重塑。 据海关初步统计，2025年中国跨境电商进出口2.75万亿元，比2020年增长69.7%。高增长的背景下，AI 的价值愈发凸显。从智能选品到洞察用户行为，AI成为跨境电商卖家们不可或缺的"生意伙伴"。 四川国际商会跨境电商技术专业委员会主任王培兵观察，跨境电商与AI的融合已从基础工具应用向深 度业务赋能延伸：AI已能对目标市场的行业环境、企业生态进行初步分析， ...

Core Viewpoint - The overall performance outlook for companies listed on the Beijing Stock Exchange is positive, with most expecting profit growth, although some face challenges due to rising costs and industry adjustments [1][2]. Group 1: Performance Forecasts - HaiNeng Technology anticipates a more than doubling of net profit, with an increase of 213.65% to 236.61% [1][2]. - Jilin Carbon Valley expects net profit to reach between 180 million to 220 million yuan, representing a year-on-year growth of 92.81% to 135.66% [1][2]. - Longzhu Technology, Wangcheng Technology, and Lintai New Materials forecast net profit growth of approximately 50%, over 66%, and over 64%, respectively [1][2]. - Among the eight companies that disclosed forecasts, five expect profit increases, one expects a profit decrease, and two anticipate losses [2]. Group 2: Market Demand and Growth Drivers - The growth of companies is driven by improved external market conditions and enhanced internal capabilities [3]. - The overall recovery in industry demand is a significant backdrop, with HaiNeng Technology noting a trend towards domestic manufacturing of high-end instruments and the gradual implementation of equipment renewal policies [3]. - Jilin Carbon Valley highlights continuous growth in product sales due to the recovering carbon fiber market [3]. Group 3: Internal Innovations and Strategies - Companies are strengthening their internal growth momentum through ongoing technological innovation, product upgrades, and market expansion [4]. - HaiNeng Technology has invested in R&D, launching high-end products like organic element analyzers and liquid chromatography instruments, enhancing customer recognition and revenue [4]. - Jilin Carbon Valley has improved product quality and stability through continuous innovation, with a project to produce 150,000 tons of carbon fiber raw silk reinforcing its scale advantage [4]. - Lintai New Materials has capitalized on the rapid increase in market penetration for hybrid power transmission systems, contributing to sales growth [4]. - Longzhu Technology's cross-border e-commerce business has seen rapid growth, while Wangcheng Technology benefits from increased sales of automotive transmission components and improved gross margins [4]. Group 4: Cost Pressures and Challenges - Companies forecasting losses or declines attribute these to rising fixed costs, reduced specific revenues, and ongoing adjustments in their respective sectors [5][6]. - Hualing Co. cites significant increases in depreciation expenses and employee compensation due to new equipment and project-related hiring [5]. - Gobi Jia mentions increased costs from implementing equity incentives and a decline in the sales proportion of high-margin specialty glass products, leading to lower overall gross margins [6]. - Ying Tai Bio has narrowed its losses significantly through focused product strategies and cost control, but still faces challenges from investment losses and a sluggish market for intermediates [6].

Core Viewpoint - The overall performance forecast for companies listed on the Beijing Stock Exchange indicates a positive trend, with most companies expecting profit growth, reflecting their ability to seize market opportunities and enhance competitiveness [1][2]. Group 1: Performance Forecasts - Eight companies have disclosed their performance forecasts for 2025, with five expecting profit increases, one anticipating a profit decrease, and two predicting losses [2]. - HaiNeng Technology expects a more than doubling of net profit, with an increase of 213.65% to 236.61% [2]. - Jilin Carbon Valley forecasts a net profit of 180 million to 220 million yuan, representing a year-on-year growth of 92.81% to 135.66% [1][2]. - Longzhu Technology, Wangcheng Technology, and Lintai New Materials anticipate net profit growth of approximately 50%, over 66%, and over 64%, respectively [1][2]. Group 2: Market Demand and Growth Drivers - The growth of companies is driven by both external market improvements and internal capability enhancements [3]. - The overall recovery in industry demand is a significant backdrop, with HaiNeng Technology noting a notable trend towards domestic manufacturing of high-end instruments and the gradual implementation of equipment renewal policies [3]. - Jilin Carbon Valley has experienced continuous sales growth due to the recovering carbon fiber market [3]. - Companies are enhancing their internal growth momentum through ongoing technological innovation, product upgrades, and market expansion [3][4]. Group 3: Cost Pressures and Challenges - Companies forecasting losses or declines attribute their challenges to rising fixed costs, reduced specific revenues, and ongoing adjustments in their respective sectors [5][6]. - Hualing Co. cites significant increases in depreciation expenses due to fixed assets entering full depreciation in 2025 and rising employee compensation costs [5][6]. - Geobijia mentions a decline in overall gross margin due to a lower sales proportion of high-margin specialty glass products and reduced government subsidies compared to the previous year [6]. - YingTai Bio has narrowed its losses significantly through focused product strategies and cost control, but still faces challenges from investment losses and a sluggish market for intermediates [6].