Group 1 - The core point of the news is the successful conclusion of a bilateral trade agreement between the UK and India after three years of negotiations, which aims to significantly reduce tariffs on a wide range of goods [1][3][5] - The agreement stipulates that 90% of UK imports to India will see a reduction in tariffs, with 85% of these tariffs eliminated over a period of 10 years [1][5] - Specific tariff reductions include a decrease in whisky and gin tariffs from 150% to 75%, eventually dropping to 40% in 10 years, and a reduction in automotive tariffs from 100% to 10% under a quota system [1][3] Group 2 - The UK and India both have a strong need for this trade agreement, as the UK seeks to expand its export markets in response to increased tariffs from the US, while India aims to boost its global trade share [2][3] - The agreement is seen as a significant milestone in strengthening economic and strategic relations between the two countries, with potential for increased trade, investment, and cooperation opportunities [3][4] - The UK government projects that the agreement will contribute an additional £4.8 billion to the UK GDP annually and increase bilateral trade by £25.5 billion by 2040 [4][5] Group 3 - The agreement is welcomed by industry organizations, highlighting its potential to create substantial opportunities for foreign trade amid rising global trade uncertainties [3][4] - The UK and Indian governments have adopted a pragmatic approach in negotiations, setting aside previously contentious issues such as immigration, which were not included in the final agreement [3][4] - The deal is expected to enhance India's market share in labor-intensive products, such as clothing and footwear, due to the significant reduction in tariffs on Indian exports to the UK [5]

此外，稳定市场、稳定预期离不开对直接受到外需冲击的出口企业、小微企业及就业人群进行纾困和扶 持，笔者建议在上述政策措施之外，设立不低于5000亿元的稳外贸与稳出口再贷款，重点针对劳动密集 型出口企业的转内销、转产业或者产能出海活动进行金融支持。 经济良性循环离不开各个环节的协调和衔接，特别是近年来，随着生产效率和生产能力的提升、平台经 济的发展、资本稀缺性的降低，以及市场中介环节的日益消解，生产、投资、消费和出口之间的耦合度 越来越高，任何一个环节的滞后都有可能带来经济结构间的负面拖累，这也是为什么近年来越来越多的 政策都要以"一揽子"形式出台的原因。 当前美国对华出口设定的综合税率超过100%，输美产品带来的贸易顺差占我国贸易顺差总额的36%， 外需订单的减少不仅直接对净出口带来压力，还会间接影响国内的制造业投资与生产，而出口转内销也 会带来供需失衡进一步加大的风险，产能过剩既不利于价格水平和利润水平的改善，也不利于形成实体 经济的融资需求，最后还会制约货币政策的效果。 张林/文5月7日国新办举办新闻发布会，邀请"一行一会一局"介绍"一揽子金融政策支持稳市场稳预 期"有关情况。从会议举行的背景上来看，外部关 ...

Core Insights - Shandong Province achieved a record high agricultural product export value of 39.95 billion yuan in Q1 2025, marking a 6.7% increase and accounting for 22.9% of the national agricultural product export value, maintaining its position as the largest agricultural exporter in China [1] Group 1: Agricultural Export Performance - The main agricultural products contributing to the export growth include vegetables and edible fungi, which reached 10.94 billion yuan with an 8.5% increase; aquatic products at 8.08 billion yuan with a 17.2% increase; and dried and fresh fruits and nuts at 2.64 billion yuan with a 17.3% increase, collectively representing 54.2% of the total agricultural export value [1] - The customs authorities are enhancing smart customs initiatives and implementing a series of facilitation measures to promote the international market presence of Shandong's high-quality agricultural products [1] Group 2: Innovative Measures for Export Facilitation - Innovative measures have been introduced to expedite agricultural product exports, such as data sharing with agricultural and big data departments, which reduced customs clearance time by 6 days for edible fungi exports [2] - A new integrated management model for meat exports to the EU has been implemented, reducing clearance time from 5 days to seconds, resulting in a 29.6% increase in meat exports to the EU in Q1 [2] - The use of international road transport (TIR) for fresh vegetables has led to a 56.4% increase in agricultural product exports via road in Q1 [2] Group 3: Policy Support and Market Expansion - A comprehensive set of ten measures has been established to support the development of national agricultural open development pilot zones, with the Weifang National Agricultural Comprehensive Zone exporting agricultural products worth 4.04 billion yuan, a 5.4% increase in Q1 [2] - The establishment of the Yellow River Basin Agricultural and Food Products Evaluation Base Alliance has helped address foreign technical trade barriers, leading to significant export growth for garlic (14%), honey (63.6%), and broccoli (36.8%) [2] - Shandong's agricultural products were exported to 192 countries and regions globally in Q1, with exports to RCEP member countries totaling 19.68 billion yuan, accounting for 49.2% of the province's agricultural export value [3]

泰国联合商业集团：泰国出口受到美国关税的压力。 ...

Group 1 - The core viewpoint of the news is the release of ten measures by the Changsha Municipal Bureau of Commerce aimed at stabilizing foreign trade and boosting the confidence of foreign trade enterprises through financial support and targeted policies [1][3] - The measures include financial support of up to 3 million yuan for individual enterprises, focusing on expanding international markets, increasing exports of specialty products, and supporting key product imports [1][3] - Changsha will implement a "dual coverage" strategy for domestic and international exhibitions, providing subsidies of up to 1 million yuan for enterprises participating in major trade fairs [1][2] Group 2 - In the area of cross-border e-commerce and new foreign trade formats, Changsha plans to create demonstration clusters and hold cross-border e-commerce trade fairs, offering support of up to 800,000 yuan for brand promotion and independent site construction [1][2] - The city aims to promote the integration of domestic and foreign trade by cultivating integrated enterprises and facilitating market channel connections [2] - To enhance the quality and efficiency of the industrial chain, Changsha will establish an import industry alliance, providing financing interest subsidies of up to 200,000 yuan for companies dealing with encouraged imported goods [2]

特区政府发言人表示，内地经济持续稳步增长、特区政府积极通过推动旅游业及盛事项目以刺激消费市 道，就业收入上升会继续支持零售业。 特区政府发言人说，随着4月初全球贸易摩擦因美国大幅增加进口关税而急剧升温，全球经济下行风险 显著上升。贸易政策极大不确定性将抑制国际贸易往来和投资气氛，从而困扰香港经济的短期前景。尽 管如此，内地经济持续稳步增长，加上特区政府各项推动经济增长和开拓更多元化市场的措施，将会为 本港不同经济活动带来支持。 统计处当天还发布最新零售业销货额数字。数据显示，与2024年同期相比，2025年首季度零售业总销货 价值的临时估计下跌6.5%。与2024年第四季度比较，经季节性调整的零售业总销货价值的临时估计上 升3.8%，经季节性调整的零售业总销货数量的临时估计则上升2.2%。 据新华社香港电(谢妞)香港特区政府统计处近日发布经济数据，2025年第一季度本地生产总值预先估计 数字同比上升3.1%，比去年第四季度上升0.6个百分点，创5个季度新高。经济按季增长2%，是两年来 最大增速。 今年第一季度，香港货品出口总额同比上升8.7%，与2024年第四季度的1.3%相比升幅明显；货品进口 在2025年 ...

新华财经北京5月6日电 （王晓伟）美国商务部经济分析局（BEA）数据显示，3月贸易逆差从2月份修 正后的1232亿美元跃升14.0%，达到创纪录的1405亿美元。美国3月贸易逆差扩大至纪录高位，因企业 在加征关税前增加商品进口，这拖累了美国第一季GDP，导致三年来首次出现负增长。 逆差、进出口额上升：截至3月的三个月，平均商品和服务贸易逆差增加141亿美元至1314亿美元；平均 出口额增加40亿美元至2757亿美元；平均进口额增加181亿美元至4071亿美元。 同比变化：与2024年3月结束的三个月相比，平均商品和服务贸易逆差增加632亿美元；平均出口额增加 137亿美元；平均进口额增加769亿美元。 进出口商品和服务细分数据 商品出口：3月商品出口额增加13亿美元至1832亿美元，其中工业用品和材料、天然气、非货币黄金、 汽车及零部件等有不同程度增长，资本货物有所下降。 服务出口：3月服务出口额减少0.9亿美元至95.2亿美元，旅行服务出口下降明显，运输和金融服务有增 有减。 贸易逆差扩大：3月美国商品和服务贸易逆差为1405亿美元，较2月修正后的1232亿美元增加173亿美 元，增幅达14.0%。 进出口 ...

美国商务部周二公布数据显示，商品和服务贸易逆差环比扩大14%，达到1405亿美元，远超经济学家调 查预测的1372亿美元中值。 智通财经APP获悉，由于特朗普政府即将实施全面关税政策，企业争相提前进口商品，3月美国贸易逆 差创下历史纪录。 进口总额激增4.4%至创纪录的4190亿美元，而出口仅微增0.2%。需要注意的是，这些数据未经通胀调 整。其中消费品进口增幅创历史新高，资本设备和机动车辆进口量也显著增加。 这份报告揭示了美国企业在4月2日特朗普宣布扩大关税政策前最后的囤货潮。第一季度贸易逆差急剧扩 大，直接导致美国经济出现2022年以来首次收缩。1-3月期间国内生产总值年化下降0.3%，净出口拖累 经济增长近5个百分点，创历史最大跌幅。 经通胀调整后，3月美国商品贸易逆差总额扩大至创纪录的1509亿美元。 目前，特朗普正在推行所谓的双边贸易公平政策，旨在通过关税手段达成三重目标：吸引外资赴美投 资、提振国内制造业产能、强化国家工业安全体系。同时，关税也被视为增加政府财政收入的重要途 径。 3月的报告显示，经季节性调整后，美国对加拿大商品贸易逆差收窄，对墨西哥逆差仍维持在2月创下的 高位水平。对爱尔兰贸易逆 ...

泰国商务部：对美国的稻米出口正在增加。 ...

Group 1 - The 137th China Import and Export Fair (Canton Fair) achieved record attendance with 288,938 foreign buyers, marking a 17.3% increase compared to the previous session [1][2] - The fair highlighted China's significant role in the global supply chain, with 187,450 buyers from Belt and Road Initiative countries, representing a 17.4% increase and accounting for 64.9% of total foreign attendees [2] - The fair generated an intended export turnover of $25.44 billion, reflecting a 3% growth, with foreign buyers showing strong interest in high-quality, innovative products [4] Group 2 - Over 30,000 enterprises showcased more than 4.55 million products, including 1.02 million new products and 880,000 green low-carbon products [4] - The fair served as a vital platform for businesses to capture trends, expand networks, and reshape business models, with 99% of suppliers for some companies sourced from the fair [4] - 736 enterprises from 50 countries participated in the import exhibition, with 67% from Belt and Road countries, indicating strong international collaboration [4]