5月1日晚上，在绥芬河市源丰经贸有限责任公司的果蔬大库内，该公司总经理张密忙着安排出口果蔬事 宜。张密告诉记者，公司平时每天出口果蔬200多吨，"五一"假期出口订单增至每天400多吨。公司在假 期里加紧生产，满足市场需求。 为助力果蔬"抢鲜"出口、日用百货出口"加速跑"，绥芬河海关为易腐产品、危化品开辟快捷通道，关员 每天早晨7点到岗，全力保障公路口岸跨境货运高效顺畅。 据介绍，今年前3个月，绥芬河出口规模突破38亿元，同比增长45%。 今年以来，我国外贸经营主体活跃度进一步增强，外贸的"含新量"不断提升。"五一"假期，记者在各地 走访看到，不少外贸企业全力以赴赶订单，口岸、港口一派繁忙景象。 "五一"假期，在黑龙江绥芬河公路口岸，一辆辆满载货物的大货车有序通关出境。5月1日，口岸进出境 货车达353辆，迎来货运高峰期。"'五一'假期，绥芬河口岸过货忙、贸易旺，展现出边境贸易的蓬勃活 力。"绥芬河市商务局局长巩建伯说，该口岸将进一步畅通企业反馈渠道，统筹联动口岸联检部门，保 障企业高效通关。 节日期间，位于德清钟管镇的浙江龙虎锻造有限公司车间依旧焊花闪烁、机械轰鸣。"早在2018年，企 业就将市场向欧洲调整， ...

本届广交会上，新产品、新技术、新设计、新材料、新工艺大量涌现，企业现场展示产品超455万件， 其中新产品102万件、绿色低碳产品88万件、智能产品32万件。首次设立的服务机器人专区火爆"出 圈"，46家国内领先的机器人企业展出60个细分领域的500多种机器人，企业日均接待客户超300人次。 另一方面，进口展企业也收获颇丰。本届广交会共有来自50个国家和地区的736家企业参加进口展，其 中共建"一带一路"国家企业占比67%。俄罗斯、泰国、土耳其等展团企业表示收获颇丰，已与多家境内 采购商达成意向合作，产品有望快速进入中国市场。 第137届广交会于5月5日落下帷幕。南都·湾财社记者从广交会方面获悉，截至5月4日，本届广交会共有 来自219个国家和地区的28.89万名境外采购商到会，较第135届广交会同比增长17.3%，现场意向出口成 交254.4亿美元，增长3%，共建"一带一路"国家成交占比超六成，是拉动成交增长的重要引擎。 本届广交会三期。 广交会新闻中心主任、中国对外贸易中心副主任周善青介绍，本届广交会到会境外采购商人数创新高， 现场意向出口成交持续增长，外贸新动能加速释放。 具体来看，新采购商到会人数达到1 ...

同时，本届广交会现场意向出口成交持续增长。现场意向出口成交254.4亿美元，增长3% 。其中，共建"一带一路"国家成交占比超六成，是拉动成交增长的 重要引擎，传统市场成交保持稳定。 8.1 B32-33 C11-12 18.1C29-30 D12-13 SICAL INSTRUMENT 3 "11 I BLASTER 第137届中国进出口商品交易会。摄影/宋婕 第一财经记者在广交会走访时发现，不少参展企业通过对自身产销布局的调整，来应对外贸业务可能面对的风险。其中，开拓内销市场成为部分参展企业正 在尝试的工作。 新兴市场仍是最大客源地 广交会参展企业正通过对自身产销布局的调整，来应对外贸业务可能面临的不确定因素。 5月5日，第137届中国进出口商品交易会（下称"广交会"）线下展在广州落幕。本届广交会到会境外采购商人数创新高。截至5月4日（下同），共有来自219 个国家和地区的288,938名境外采购商到会，较第135届广交会同比（下同）增长17.3%。新老采购商踊跃参会，到会人数分别达171,750人、117,188人，分别 增长14.6%、21.4%。 记者留意到，新兴市场仍是广交会最大客源地。共建"一带一 ...

市场消息：欧盟方面表示，将于星期二公布逐步摆脱对俄罗斯能源出口依赖的路线图计划。 ...

证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_Title] 玉马科技：前瞻布局海外仓，产能&区域同步 扩张，订单稳步扩张 [Table_ReportDate] 2025 年 5 月 4 日 报告内容摘要: [Table_S 事件：公司发布 ummary]2024 年报&2025 一季报。2024 全年公司实现收入 7.69 亿元 （+16.1%），归母净利润 1.86 亿元（+12.5%），扣非归母净利润 1.81 亿元 （+12.9%）；单 Q4 公司收入 2.19 亿元（+17.8%），归母净利润 0.58 亿元 （+26.8%），扣非归母净利润 0.56 亿元（+27.0%）。25Q1 收入 1.51 亿元 （-4.9%），归母净利润 0.30 亿元（-17.6%），扣非归母净利润 0.29 亿元 （-20.3%）。我们预计海外客户提前备货&内销承压（部分客户加工出口美国） 导致 25Q1 收入略疲软，利润承压主要系新增股份支付费用。 产品结构优化，产能稳步扩张。2024 年阳光/全遮光/可调光面料收入分别为 2.66/2.22/1.67 亿元（同比分别+31 ...

宏观数据方面，4月30日公布的4月份官方制造业采购经理人指数(PMI)从3月份的50.5降至49.0，弱于预 期的49.8。4月份财新PMI从3月份的51.2降至50.4，但优于预期的49.8。 关税对美国经济影响暂时更加明显，周三晚间美国公布了经济增长数据，其显示，第一季度美国GDP年 率下降 0.3%，弱于预期的降0.1%。近期市场中常有担心美国陷入衰退的声调，而上述数据显然使这种 声调越来越高。根据相关平台赔率数据测算，目前市场相信2025年美国经济衰退的概率大约为57%，远 高于特朗普就职典礼当天的18%。 五一长假后市A股市场仍将围绕关税相关新闻波动，个人猜测A股一时很难找到确定性方向。 每经记者 郑步春 每经编辑 彭水萍 本周A股仅三个交易日，这三天A股整体呈现震荡盘整格局，日均成交略超万亿，全周沪指受银行股调 整影响而微挫，其余股指则以小涨或微涨为主。关税前景的不确定主导了市场情绪，市场多空双方 均"袖手"观望。 节日期间消息面整体向好，在最受市场重视的中美关税或贸易摩擦方面，美国继续释出希望关税谈判的 信号，中国也做出相应反馈。 此外，美国另有单方面缓和关税战举动，比如4月29日特朗普签署了一 ...

5月3日中午，印度外贸局发布通告称，该国禁止进口原产于巴基斯坦或经巴基斯坦过境的货物。该禁令 立即生效。 ...

Economic Trends - The overall price level in China is showing a downward trend despite steady economic growth, with a significant increase in residents' savings, indicating a reluctance to consume or invest [1] - As of the end of December 2024, total household savings in China exceeded 151 trillion, averaging over 100,000 per person, reflecting a cautious consumer sentiment [1] Challenges for Income Generation - Earning money is becoming increasingly difficult for ordinary people due to three main factors: ongoing US-China trade tensions affecting export businesses, a prolonged downturn in the real estate market impacting related industries, and a decline in national consumption demand leading to reduced business opportunities [3] Real Estate Market Adjustments - Since 2022, housing prices have been on a downward trend, with an average decline of 30% across various cities, influenced by factors such as decreased income post-pandemic, more rational purchasing behavior among young buyers, and a lack of investment returns in the real estate market [5] Declining Deposit Interest Income - Bank deposit interest rates are decreasing, with current three-year rates at around 1.5%, leading to reduced annual interest income for savers. This trend is driven by high savings rates and declining loan demand, prompting banks to lower rates to stimulate investment and consumption [7] Increase in Affordable Housing Supply - The government plans to provide 6 million affordable housing units over the next five years, averaging 1.5 million units annually, to meet the needs of low-income groups, which may impact the commodity housing market [9] Emergence of Artificial Intelligence - The arrival of the artificial intelligence era is evident, with advancements such as autonomous delivery vehicles and AI customer service representatives. This trend is expected to continue, potentially replacing repetitive jobs and enhancing efficiency in various sectors, including banking [11]

国家经济多元化部门表示，五个综合经济集群是"经济多元化"计划成果的一部分，旨在促进经济多 元化各支柱行业的发展，并在实施"阿曼2040愿景"框架下，在未来五年发展计划中增强阿曼的投资吸引 力。经研究，五个综合经济集群为企业提供500个投资机会，涉及粮食安全、运输、仓储、旅游、工业 和矿业等领域。 杜库姆经济特区综合冷链经济集群咨询服务招标是实施五个综合经济集群的第一步。杜库姆综合经 济集群拥有许多重要的投资机会，包括建立区域冷链综合体和综合体内的先进制造业、鱼类产品（增值 产品）制造业综合中心、红肉产品（增值产品）制造业综合中心、用于储存和分销药品的综合仓库，以 及专门从事分类、罐装和包装活动的鲜花进出口中心。经研究，已发现中小企业30个服务业领域投资机 会，17个生产业领域投资机会，20个粮食安全领域投资机会，12个交通物流领域投资机会，14个旅游领 域投资机会。佐法尔省纳季德农业经济集群旨在加强粮食安全，预计该集群的投资将达到2.3亿里亚 尔。佐法尔省沙利姆及哈拉尼亚特群岛综合矿业经济集群旨在创建一个集采矿和工业设施、渔业、旅游 业和物流业于一体的综合经济体系，该集群预计产生经济回报达 5.17 亿里亚尔 ...

Group 1 - The "Ancient City New Wisdom" entrepreneur sharing event focused on themes of transformation, breakthrough, and reconstruction, aiming to foster confidence in development and explore diversified markets [1][3] - Companies reported significant growth in international orders, with one company noting a 12-fold increase in export orders since starting its export business, and another achieving a foreign trade export value of $59 million last year [1][3] - The event highlighted the proactive measures taken by local companies to adapt to changes in the foreign trade market, including ramping up production and stockpiling to seize opportunities [1][3] Group 2 - Hubei Futanwei Import and Export Trade Co., Ltd. provides 15 free "one-stop" foreign trade services to local enterprises, helping them expand into international markets [3][8] - The company has successfully assisted several local businesses in increasing their exports by approximately $34 million in 2024 through targeted international market strategies [3][8] - Futanwei emphasizes resource sharing and has established a strong presence in over 30 countries, covering various product categories [8][9] Group 3 - Sijisaiwa Petroleum Drilling Equipment Co., Ltd. focuses on intelligent manufacturing and has established a robust manufacturing system for oilfield equipment, serving both domestic and international markets [10][12] - The company has invested over 100 million yuan in digital transformation, enhancing production efficiency and product reliability through automation and advanced testing systems [15] - Future plans include expanding into the renewable energy sector and developing specialized equipment for shale gas and deep-sea oil and gas [15] Group 4 - Hubei Shanhong Food Machinery Co., Ltd. has achieved a tenfold growth in performance over ten years and reported a record order volume in the first quarter, surpassing the total of the previous two years [17][19] - The company specializes in food processing equipment and has established a presence in over 20 countries along the Belt and Road Initiative [19] - Shanhong emphasizes core technology and talent strategy as key drivers for its competitive advantage and growth [19] Group 5 - Hubei Xiangchi Sports Goods Co., Ltd. plans to expand its market presence through domestic market development and establishing overseas factories [22][25] - The company has achieved over 30% annual growth and exports 85% of its products to markets including the US, Europe, Japan, and South Korea [25] - Xiangchi aims to enhance its brand influence and product offerings through increased R&D investment and a focus on the ice and snow economy [25] Group 6 - Jingzhou Wanglai Cloud Business Information Technology Co., Ltd. emphasizes the importance of flexible strategies in cross-border trade, advocating for diversified currency settlements and local policy understanding [26][29] - The company has established a distribution platform in Kuala Lumpur to efficiently match local products with international orders, particularly in Southeast Asia [28][29] - Future strategies include optimizing logistics, updating technology, and enhancing talent reserves to support local enterprises in international markets [29]