编审：伍刚 统筹：王薇 赵净 刘娜 记者：王晶 你"双11"入手的海外好物，可能不少都来自郑州的跨境仓库。今年前10个月，当地跨境出口货值同比增 长近4倍，这正是我国中西部外贸蓬勃发展的一个生动缩影。 最新数据显示，今年前10个月中西部地区货物贸易进出口总额达6.68万亿元，外贸增速持续领跑全国。 如今的中西部地区正在努力打破传统认知，以"量"的稳步增长筑牢基础、"质"的持续提升增强底 气、"新"的蓬勃涌动激发活力，已然成为我国稳外贸、扩开放的重要支撑力量。 外贸的核心是货物的跨境流通。党的二十届四中全会明确提出"积极扩大自主开放"，为中西部地区外贸 发展筑牢坚实根基。首先，中西部外贸"量"的增长势头显著，其核心支撑在于交通物流的持续升级。郑 州依托"空中丝路"航空货运与中欧班列铁路运输的双轨联动，构建起高效跨境物流网络；鄂州花湖机场 更实现"全球72小时送达"的时效突破，为外贸往来提供了强力保障。不仅如此，政策红利的精准赋能为 外贸发展减负增效。比如，跨境电商综合试验区等一系列支持政策落地实施，有效简化了通关流程、降 低了运营成本，为中西部外贸企业营造了更优质的发展环境。 其次，中西部外贸的"质"升之变，核 ...

（付一夫为苏商银行高级研究员） 当前，我国经济正处于高质量发展的关键转型期，而大力发展新质生产力已然成为推动经济结构优化、 培育增长新动能的核心抓手。然而，新质生产力并非放之四海而皆准的标准化模式，其本质是技术革命 性突破、生产要素创新性配置与产业深度转型升级的有机统一，而"因地制宜"正是实现这一统一的前提 条件。 正因如此，我们有必要深入理解"因地制宜发展新质生产力"这一重要命题。 一、新质生产力与"因地制宜"的内在逻辑 要理解"因地制宜发展新质生产力"，首先需厘清两大核心概念的内涵及其耦合关系。 从本质上看，新质生产力区别于传统生产力的关键在于"新质"——它不再依赖单纯的要素投入增量，而 是以科技创新为核心驱动力，通过数据、技术、人才等要素的重构，推动产业从规模扩张向质量效益跃 迁。例如，深圳的新能源汽车产业之所以能领跑全国，不仅在于电池技术的突破，更在于其构建了"研 发设计→核心零部件→整车制造→智能服务"的全要素协同生态，这正是新质生产力"要素重构"特征的 典型体现。 而"因地制宜"的核心，则是在于尊重区域发展的差异性与特殊性，将新质生产力的发展规律与地方资源 禀赋、产业基础、区位条件深度融合。这里的 ...

Investment Rating - The report indicates a positive investment outlook for Chinese enterprises going global, with a projected increase in foreign direct investment (FDI) to 1.16 trillion RMB in 2024, reflecting an 11.30% year-on-year growth [8]. Core Insights - Chinese enterprises are actively exploring new pathways for international expansion, adapting strategies in response to geopolitical challenges and evolving market conditions [4][8]. - The ASEAN region has emerged as a key destination for Chinese investment, with its share of China's outbound investment rising from 6.34% in 2014 to 17.88% in 2024 [8]. - The structure of China's outbound investment is shifting, with significant increases in the wholesale, retail, and manufacturing sectors, indicating a deeper integration into global value chains [8][52]. Summary by Sections Part A: Challenges and Pathways for Chinese Enterprises Going Global - The Chinese government is committed to high-quality outbound investment, emphasizing the importance of maintaining a stable international economic environment despite rising geopolitical tensions [18][19]. - The share of China's exports in global trade is projected to reach 14.64% in 2024, maintaining its position as the world's largest exporter [19][23]. - Chinese enterprises are increasingly focusing on the ASEAN region for investment, with a notable rise in direct investment since the implementation of the RCEP [44][52]. Part B: Financial Support for Outbound Expansion - Chinese financial institutions are enhancing their overseas presence, with major banks establishing branches in numerous countries to support outbound enterprises [9]. - There is a strong emphasis on integrating domestic and international resources, with banks providing cross-border credit and financing solutions for projects under the Belt and Road Initiative [9][11]. - Innovative financial products and services are being developed to support overseas investments, including specialized loans for infrastructure projects and comprehensive solutions for cross-border e-commerce [9][11]. Part C: Future Outlook and Recommendations - Recommendations include optimizing overseas network construction, enhancing multi-tiered financial service systems, and expanding the use of cross-border RMB [12][13]. - A comprehensive risk management system is suggested to help enterprises navigate geopolitical uncertainties and market volatility [12][13]. - Strengthening collaboration between financial institutions and industries is crucial for supporting enterprises in their global expansion efforts [12][13].

Core Insights - The article highlights a critical window for cross-border e-commerce companies to comply with tax regulations as the tax authority actively seeks to understand industry pain points and solutions [1][3]. Group 1: Revenue Recognition Issues - There is a discrepancy between the total sales reported by platforms and the actual income received by sellers, leading to confusion in revenue recognition [3][15]. - For example, a product sold for $100 may result in a net income of only $40 after deducting platform fees, while the platform reports the total sales of $100 [3][4]. - According to the 2025 No. 15 announcement, platforms report total sales, which does not reflect the actual income of cross-border sellers, causing potential tax inquiries due to significant income gaps [15][12]. Group 2: Taxpayer Identification Challenges - Many sellers operate multiple store fronts under different entities, complicating the identification of the actual taxpayer [12][16]. - The tax authority is unclear about the relationships between these entities and their actual operations, leading to compliance challenges [12][16]. - The article suggests that the tax authority should consider the operational realities of cross-border sellers and their compliance structures [28][30]. Group 3: Recommendations for Tax Authority - The industry suggests that the tax authority should clarify revenue recognition standards and allow for net income reporting [33][31]. - A transitional policy is recommended to help businesses adjust to historical data discrepancies [33]. - The article advocates for the tax authority to provide clear guidelines on tax treatment for cross-border e-commerce to avoid undue burdens on compliant businesses [30][34]. Group 4: Industry Response and Support - The article emphasizes the importance of industry participation in the tax authority's research process, encouraging businesses to engage actively [36][37]. - Companies are advised to prepare for the survey and present their operational realities and policy suggestions effectively [36][37]. - The article positions the consulting firm as a strategic partner for compliance transformation, offering tailored solutions for revenue recognition and taxpayer identification issues [36][37].

【环球网科技综合报道】据广州海关最新数据，今年前10月，广州市外贸进出口总值破万亿元达1.02万亿元，创下历史同期新高，同比增长12.1%，其中， 出口同比增长20.5%，增速居全国主要外贸城市首位、广东省21个地市首位。 自我国跨境电商综合试验区设立十年来，跨境电商如今已成为推动我国外贸转型升级的重要引擎。今年以来，打造"跨境电商之城"的广州联动SHEIN（希 音）、亚马逊、速卖通等持续举办"跨境电商+产业带"活动，拉动全市跨境电商进出口保持两位数增长。 以SHEIN为例，在国内，作为"链主"企业，在其创新的"小单快反"柔性供应链模式下，持续以技术创新、培训支持、工厂扩建、供应商社区公益、绿色低碳 等"链式"改造，驱动国内传统制造业的数字化、智能化、绿色化提质升级。数据显示，自2023年上半年推出"五年5亿元"供应商赋能计划，两年来SHEIN已 帮助服装工厂实现了数十万平方米的厂房、食堂和宿舍等硬件环境升级改造，开展各类业务、经营培训近1400场，累计投入近3亿元全面提升供应商综合能 力。今年上半年，SHEIN投入了近3000万元用于技术创新和精益化建设，开展培训超250场，同时关爱供应商工人的"聚星光"与 ...

跨境电商板块走弱，三木集团跌停，合百集团、协创数据、ST新华锦、万里马、丽人丽妆等跟跌。 ...

Core Viewpoint - Guangzhou's foreign trade has achieved a historic breakthrough, with a total import and export value of 1.02 trillion yuan in the first ten months of the year, marking a 12.1% year-on-year increase and representing 13.1% of Guangdong's total foreign trade [1][2]. Group 1: Trade Performance - In the first ten months, Guangzhou's foreign trade grew at a rate of 12.1%, with exports increasing by 20.5%, leading among the top ten foreign trade cities in China [2]. - Guangzhou's foreign trade scale has surpassed one trillion yuan for the first time in history during this period [1]. Group 2: Company Innovations - GAC Group reported a significant increase in automobile exports, with 15,400 vehicles exported in October, a 69.2% year-on-year growth, and a 36% increase in self-owned brand exports from January to October [2]. - Wanli Tire has seen a double-digit growth in exports, attributed to strategic market expansion and product innovation, with a focus on the replacement market [3][4]. Group 3: Digital and E-commerce Initiatives - Guangzhou has launched a "global cross-border e-commerce battery goods data service platform," which has pre-reviewed 180,000 battery SKU products, addressing industry bottlenecks [5]. - The city has established a comprehensive online and offline wholesale market platform linked to an 80,000 square meter overseas exhibition center in Milan, facilitating direct access to the European market [6]. Group 4: Policy Support - The introduction of a "dual pre-inspection" system at Baiyun Airport has improved logistics efficiency, increasing daily cargo handling capacity by 200 tons and reducing costs for enterprises by 20% [9]. - The "departure tax refund" policy allows companies to pre-apply for tax refunds based on export declarations, significantly shortening the refund cycle from an average of 45 working days to immediate post-departure [10]. Group 5: Overall Economic Impact - Guangzhou is transforming institutional innovations into competitive advantages for enterprises, leveraging digital empowerment to drive new trade dynamics [10].

Core Viewpoint - The TK (TikTok) e-commerce project launched by Miao Jie’s team is emerging as a popular choice for cross-border entrepreneurship in 2025, driven by a "short video + social fission" model, with significant profit potential supported by four core logics: "traffic dividend, product selection strategy, operational model, and technological empowerment" [1] Group 1: Traffic Dividend - TK has surpassed 2 billion global monthly active users, with penetration rates in emerging markets like Southeast Asia, Latin America, and the Middle East below 30%, providing a natural traffic pool for the project [3] - In Q1 2025, TK e-commerce GMV in Mexico surged by 688% quarter-on-quarter, highlighting the explosive potential of non-saturated markets [3] - The decentralized traffic distribution mechanism of TK is friendly to new accounts, allowing zero-follower accounts to gain 5,000 to 100,000 exposures with quality content [3] Group 2: Product Selection Strategy - The team focuses on the "three high principles" for product selection: high cost-performance (average price of $10-30), high visual impact (e.g., stress relief toys, novel home goods), and high demand pain points (e.g., storage solutions for small apartments) [4] - For instance, a video showcasing a "one-second desktop organization" with a "Free Shipping" tag sold over 5,000 units of a magnetic data cable, generating approximately $25,000 in profit [4] Group 3: Operational Model - The project employs a "no inventory + dropshipping" model, with startup costs ranging from $3,000 to $5,000, including membership fees and sample testing [7] - The cash flow turnover rate is controlled within 90 days, and the model includes a closed-loop system of "TK traffic + private domain monetization," increasing the repurchase rate from 15% to 45% [7] - An example includes a jewelry seller using TK to drive traffic to Shopify, offering a 10% discount on the first order to attract conversions, leading to an average annual customer spend of over $200 [7] Group 4: Technological Empowerment - AI tools are enhancing efficiency across the entire supply chain, with product selection tools like Echotik monitoring blue ocean categories in real-time [8] - Content production costs have been reduced from $500 to $20 per video using Canva templates and AIGC voiceovers, while automated bidding systems have improved advertising ROI from 1:3 to 1:7 [8] - This technology-driven approach creates a sustainable profit model through a virtuous cycle of "product selection - optimization - repurchase," rather than relying on short-term trends [8] Group 5: Profit Potential - The profit potential of the TK cross-border e-commerce project is supported by a sustainable business loop formed by "traffic dividend, niche markets, light asset model, and technological empowerment" [10] - Data indicates that students who invest an average of 3 hours daily have a 70% success rate of earning $8,000 monthly within three months [10] - For ordinary individuals, leveraging the current window period through a "small order quick response" model to accumulate supply chain and user assets may represent the best path for cross-border entrepreneurial success [10]

Core Insights - The 2026 China (Guangzhou) Cross-Border E-Commerce Fair aims to establish itself as the premier cross-border e-commerce exhibition in China, focusing on "New Foreign Trade Momentum · Digital New Future" as its theme [2][5] - The event is set to take place from June 16-18, 2026, at the China Import and Export Fair Complex in Guangzhou, with support from the Guangdong Provincial Department of Commerce and the Guangzhou Municipal Government [2][5] Event Overview - The fair is organized by the China Foreign Trade Center Group and is expected to feature an expanded scale compared to the previous event, which covered over 40,000 square meters and attracted more than 1,000 quality supply chain enterprises [5] - The last fair drew over 70,000 professional visitors from 85 countries and regions, highlighting its international appeal and potential for global business connections [5] Exhibition Categories - The exhibition will showcase a wide range of products, including household goods, 3C electronics, health products, gifts, stationery, beauty products, apparel, outdoor gear, toys, and pet supplies [10] - A dedicated area for cross-border e-commerce platforms and service providers will offer comprehensive solutions, including logistics, overseas warehousing, payment platforms, digital marketing, and tax services [10] Special Features - The fair will introduce three specialized zones focusing on AI applications in marketing, overseas social media strategies, and compliance with export regulations, addressing current industry trends [11] - The event will promote international cooperation, particularly with RCEP and ASEAN regions, featuring emerging platforms from Germany, Latin America, and South Asia [12] Networking Opportunities - Over 30 high-level forums and procurement matchmaking activities will be held during the fair, covering policy insights, industry trends, and platform developments, providing valuable networking opportunities for participants [12]

国内产业转型升级正在为出口提供新的增长动能。 "北美和欧洲航线的舱位目前普遍是缺货状态，运费也在下降。"深圳一家货代的企业负责人王志从对第一财经表 示，从航运市场上来看，除了东南亚航线因为台风导致的港口堵塞，出现了短期运费上涨及海运爆仓之外，普遍 航线处于供大于求的"淡季"。 东方金诚宏观研究发展部执行总监冯琳认为，10月出口同比增速转负，一方面受到了去年同期高基数影响，另一 方面也与今年10月工作日较少有关。最重要的，还是美国高关税对全球贸易和中国出口的冲击持续显现，导致外 需整体放缓。其中，10月中国对美出口延续大幅下滑过程，同比降幅达到25.2%，与上月差别不大，直接下拉整 体出口增速3.8个百分点。 根据海关数据，10月中国对欧盟、日本、东盟及"一带一路"共建经济体出口增速分别为0.9%、-5.7%、11.0%、 2.8%，分别较上月下行13.2、7.5、4.7、14.3个百分点，剔除上年基数抬高和工作日效应，10月我国对这些区域的 出口动能均有所减弱。 美国采购商需求提前 中泰证券研究所首席分析师杨畅提出，10月对美出口同比降幅收窄，非美出口面临波动。10月以来上海出口集装 箱运价指数（SCFI）、 ...