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）、 ...

Core Insights - The exhibition covers a total area of 190,000 square meters, attracting over 3,000 domestic and foreign enterprises, with more than 1,200 entrepreneurs and experts attending, and an expected audience exceeding 200,000 people [2] Group 1: Exhibition Overview - The main exhibition hall features two core sections: "Foreign Trade Quality Products and Innovative Consumption" and "Digital Economy and Digital Trade (Cross-border E-commerce)" [2] - The event highlights cutting-edge industries such as artificial intelligence, low-altitude economy, future industries, and high-end manufacturing, showcasing the core strengths and innovative achievements of industrial upgrades [2] Group 2: Interactive Features - Innovative interactive scenes include robot cooking, robot selling hot dry noodles, and robot dog lion dance performances, presenting a new landscape of technology empowering consumption [2] Group 3: Specialized Exhibition Areas - Nine specialized exhibition areas are set up, covering sectors such as new energy vehicles, international soft decoration and whole-house customization, health and wellness, textile and apparel supply chain, hotel supplies and coffee/tea, cultural products and creative design, international floral and floral art exchange, hardware and electrical supply chain procurement, and supermarket procurement and brand exhibitions [2] Group 4: Economic and Cultural Activities - The event emphasizes the "Exhibition +" economy, featuring activities such as a friendly football match with Latin American delegations, discussions on the Hungary-Wuhan Three Towns Club football youth training project, and extending the exhibition's focus from economic and trade exchanges to cultural tourism and sports [2]

11月18日，7.6万余件跨境电商货物经新疆吉木乃口岸验放出境，发往欧洲市场。这是吉木乃跨境电商首次出口转关货物，标志着吉木乃口岸跨境电商通关 模式实现新突破，"丝绸之路经济带"北通道跨境电商物流链路进一步完善，为阿勒泰地区打造"向西开放桥头堡"、构建"电商+物流+产业"联动发展格局注入 了强劲动能。 吉木乃海关针对跨境电商行业存在的风险，开展"送政策上门"，及时解决转关运输、口岸出境等协同监管中的难点和堵点，实现跨境电商转关出口信息的数 字化传输、远程实时共享，确保跨境电商转关出口通道顺畅高效。 新疆江楠国际商贸有限公司负责人屈小玲表示："吉木乃海关的定制化服务不仅让我们从跨境电商业务的'新手'成长为辐射中亚市场的'标杆企业'，更助力我 们在跨境贸易赛道打响了本土品牌的知名度。自吉木乃跨境电商分拣线建设以来，吉木乃海关精准对接我们在清关时效、出口流程等核心环节的需求，通 过'绿色通道+柔性监管+预约清关'组合举措，不仅为我们的企业压缩了物流周期、降低了运营成本，更以稳定高效的通关保障，让我们在拓展中亚及周边国 际市场时更有信心、更具优势。" 下一步，吉木乃海关将持续加大跨境电商政策宣讲力度，创新监管服务模式 ...

Core Insights - The event "X-Day" in Shenzhen showcased six innovative companies across various sectors, including cross-border e-commerce AI services, 3D printing, biomedicine, and optical technology, highlighting the vibrant entrepreneurial spirit in Shenzhen [2][3][4] Group 1: Event Overview - The "Next Star" competition is linked to a global reward of 1 million yuan and a strategic investment fund of 500 million yuan, emphasizing the support for startups in Shenzhen [2][6] - The event featured a diverse range of startups, including those focusing on AI in cross-border e-commerce, metal 3D printing, and biopharmaceuticals, showcasing the city's innovation landscape [3][4][5] Group 2: Company Highlights - Xijue Data, founded by a Bilibili UP master, targets cross-border e-commerce with its AI product, Keble, which has attracted 1.9 million sellers globally [3] - Guangyi Precision, focusing on metal 3D printing, aims to address industry pain points related to processing costs and precision [4] - Medicovestor, a US-based biotech firm, is developing antibody-drug conjugates for cancer and autoimmune diseases [4] Group 3: Entrepreneurial Environment - Shenzhen attracts nearly 200,000 young talents annually, including high-tech professionals, which is crucial for the growth of new industries [6] - The "Entrepreneur Star" competition serves as a significant platform for innovation, having selected 56 projects from over 2,600 teams, covering cutting-edge fields like AI and biomedicine [6][7] - The event also highlighted the pragmatic approach of Shenzhen entrepreneurs, who prioritize commercialization even in long R&D cycles [5][7] Group 4: Investment and Support - The competition offers over 20 million yuan in total prizes, a 500 million yuan direct investment fund, and various support services, including zero-rent spaces and housing for talents [7] - The "X-Day" initiative has successfully facilitated over 2,500 institutional connections, helping 17 companies secure over 530 million yuan in equity financing [7]

Core Viewpoint - The article highlights the vibrant entrepreneurial atmosphere in Shenzhen, showcasing various innovative startups across multiple sectors, and emphasizes the importance of practical approaches to entrepreneurship in the region [2][7]. Group 1: Event Overview - The "X-Day" special event took place on November 15 at the Shenzhen University Town International Conference Center, featuring six companies from sectors such as cross-border e-commerce AI services, 3D printing, biomedicine, and semiconductor imaging [2]. - This event is linked to the 2025 "Entrepreneur Star" Next Star global competition, which has a strategic direct investment fund of 500 million yuan [2][6]. Group 2: Featured Startups - Xi Ju Data, founded by a Bilibili UP master, focuses on AI solutions for cross-border e-commerce, currently serving 1.9 million sellers on major platforms like Amazon [3]. - Guangyi Precision, co-founded by Ma Jili, targets the metal 3D printing sector, addressing industry pain points related to forming precision and post-processing costs [4]. - Medico Investor, a U.S.-based biotech firm, is developing antibody-drug conjugates for cancer and autoimmune diseases, led by a seasoned expert in translational medicine [4]. - Feituo Xingchi specializes in body-sensing interaction technology, aiming to create an AI sports and entertainment platform [5]. - Aoxiang Ruiying focuses on next-generation radiation detection technology, holding over 20 core patents and has secured angel round financing [5]. - Kaijia Optical Technology, founded by a researcher with multiple academic accolades, develops advanced optical imaging systems and has received two rounds of financing [5]. Group 3: Entrepreneurial Environment - The entrepreneurial spirit in Shenzhen is characterized by a pragmatic approach, with founders focusing on monetization strategies even in long R&D cycles [7]. - Shenzhen attracts nearly 200,000 young talents annually, including high-tech professionals, which is crucial for the growth of new industries [8]. - The "Entrepreneur Star" competition serves as a significant platform for innovation, having selected 56 quality projects from over 2,600 teams, covering fields like AI, biomedicine, and advanced manufacturing [8][9]. Group 4: Support and Funding - The competition offers over 20 million yuan in total prizes, a 500 million yuan direct investment fund, and various support services including zero-rent spaces and housing policies for talents [9]. - The "X-Day" event has facilitated over 2,500 institutional connections, helping 17 companies secure equity financing exceeding 530 million yuan [9].

阿里巴巴全球跨境产业基地负责人在会上详解了"亲橙服务"体系，包括阿里业务直连、专项补贴申 领、"亲橙空间"创业扶持等举措，为人才与企业提供全链路支撑。浙江工业大学、浙江工商大学等高校 代表也现场交流了校企合作经验，通过需求前置招生、定制化课程等方式，为跨境电商领域输送复合型 人才。 "比学校招聘会规模大得多，岗位匹配度也更高。"浙江外国语学院跨境电子商务专业应届毕业生谢同学 手持多份简历，对铁锤科技的亚马逊运营岗位格外关注，"岗位要求与专业契合，英文四级即可胜任， 还能锻炼销售与运营能力，已经和招聘方初步沟通。"来自巴基斯坦的留学生科马尔·亚斯敏则表示，活 动让她有机会接触到制药、电商等多个领域的企业，已向心仪公司递交简历，期待之后在杭州开启职业 生涯。 商报讯（通讯员 王蓉 记者 张倩雯）当哈萨克斯坦留学生的简历递到拓展中亚市场的企业招聘官手中， 当跨境电商专业应届生与亚马逊运营岗位精准匹配……11月18日，一场以"E揽全球·职因有你"为主题的 2025年跨境电商国际人才对接会在阿里中心（滨江）成功举办。这场由杭州市商务局、中国（杭州）跨 境电子商务综合试验区等四部门联合主办的盛会，搭建起政企校协同的人才桥 ...

Core Insights - Guangzhou's foreign trade import and export value reached 1.02 trillion yuan in the first ten months of this year, marking a historical high with a year-on-year growth of 12.1% [1][2] - Exports from Guangzhou totaled 682.36 billion yuan, with a year-on-year increase of 20.5%, leading among major foreign trade cities in China and within Guangdong province [1][2] Trade Performance - In the first ten months, Guangzhou's trade with other RCEP member countries amounted to 292.5 billion yuan, a year-on-year increase of 11.6% [1] - Trade with the EU and ASEAN reached 182.54 billion yuan and 169.63 billion yuan, growing by 23.9% and 31.1% respectively [1] - Trade with Belt and Road countries was 479.61 billion yuan, up 24.1% year-on-year, while trade with other BRICS nations and partners reached 255.96 billion yuan, increasing by 22.5% [1] Role of Private Enterprises - Over 27,000 enterprises in Guangzhou engaged in import and export activities, a 12.5% increase year-on-year, with private enterprises accounting for over 24,000, representing 87.3% of the total [1] - Private enterprises' import and export value reached 620.75 billion yuan, a year-on-year growth of 20.3%, making up 60.6% of Guangzhou's total foreign trade [1] Export Growth Drivers - Guangzhou's exports have consistently maintained over 20% growth this year, driven by emerging industries and traditional sectors like apparel [5] - Cross-border e-commerce in Guangzhou saw a two-digit growth, reaching 169.12 billion yuan, significantly contributing to the city's foreign trade growth [5] Infrastructure and Economic Development - The new T3 terminal and fifth runway at Guangzhou Baiyun International Airport have been inaugurated, with plans to enhance the airport's multifunctionality to support cross-border e-commerce and boost regional economic development [5]

11月17日至18日，湖南石油化工职业技术学院党委书记徐方一行前往深圳市开展专题调研，先后走访深 圳市元创时代科技有限公司、深圳市跨越物流有限公司和深圳市越疆科技股份有限公司，围绕跨境电 商、智能物流与人工智能等前沿领域，探索校企协同育人新机制，开启产教深度融合新篇章。 校企座谈。湖南石油化 在深圳市跨越物流有限公司，调研团队重点考察了企业在智能仓储、无人配送、供应链管理等方面的创 新应用。企业技术主管表示，随着物联网、大数据和自动化设备的广泛应用，传统物流岗位正被重新定 义，对掌握智能系统操作、数据监控与应急调度能力的技术人才需求持续上升。校企围绕"人才共育、 课程共建、基地共管、成果共享"展开深度对话，徐方强调，职业教育必须"贴紧产业走、跟着需求 转"，学校将以此次调研为契机，动态优化物流专业课程体系，增设智能仓储管理、智慧供应链分析等 实践模块。企业方积极响应，提出实施"双导师制"，由企业骨干入校授课、参与实训指导，并联合打 造"学生实习就业基地"，形成"入学即入职、上课即上岗"的培养模式。 在深圳市越疆科技股份有限公司，调研团队参观了企业展厅与研发测试中心，现场观摩协作机器人在分 拣、装配、人机协同等 ...

跨境电商税收事件解读 20251119 摘要 中国跨境电商税收政策收紧，金税四期结合 15 号文和 17 号文，对平台 数据、物流和资金流进行全链路比对，严查零申报、少报及虚列成本等 避税行为，目前已开始进行税务提醒和更正申报。 新政策下，跨境电商税收细则与国内电商统一，但各地执行有所不同。 长期零申报或成本异常企业将被调整为一般纳税人，按国内标准缴纳增 值税，小微企业或个体户月销售额 30 万以下可免征增值税。 海外平台如亚马逊已向中国报告商家信息和交易数据，第三方支付流水 也可作为佐证。金税四期技术能溯源资金流动，即便海外平台数据有误， 税务部门也能通过查账进行比对。 B2B 模式下，海外子公司在跨境电商平台销售也可能受新政策影响，关 联交易需报告。自建独立站且未使用 Shopify 等服务的平台暂未完全纳 入监管，但总体影响有限。 13%的增值税率针对增值部分征收，合规情况下实际税负可能低于名义 税率。头部品牌公司承受度较高，中小商家利润率较低，受影响较大， 小微企业季度销售额不超过 30 万可免征增值税。 Q&A 近期跨境电商税收政策的起因及主要内容是什么？ 近期跨境电商税收政策的出台并非单独针对跨境 ...

出口是广州外贸增长的核心优势。前10月广州出口规模达6823.6亿元，同比增长20.5%，增速居全国前十外贸城市首位、广东省21个地市首位。 海关数据显示，广州重点商品出口增长明显，"新三样"产品出口199.4亿元，同比增长52.8%；同期，高新技术产品出口753.6亿元，同比增长15.3%。 据广州海关统计，今年前10月，广州市外贸进出口总值达1.02万亿元，创下历史同期新高，同比增长12.1%。其中，出口6823.6亿元，同比增长20.5%，增 速居全国主要（前十）外贸城市首位、广东省21个地市首位。 具体来看，今年前10月，广州市对其他RCEP成员国进出口2925亿元，同比增长11.6%。同期，广州市对欧盟、东盟的进出口值分别为1825.4亿元、1696.3 亿元，同比分别增长23.9%、31.1%；对共建"一带一路"国家进出口4796.1亿元，同比增长24.1%；对其他金砖成员国和伙伴国进出口2559.6亿元，同比增 长22.5%。 民营企业是广州外贸"主力军"。今年前10月，广州市有进出口实绩的企业超过2.7万家，同比增长12.5%。其中，民营企业数量超过2.4万家，在有进出口实 绩企业总数中占比达 ...