Group 1 - The third Cross-Border E-commerce AI Technology Conference was held on July 15, gathering over 2,000 sellers and industry experts to explore opportunities in cross-border e-commerce [1] - The New Tian Di Provincial Cross-Border E-commerce Industrial Park was inaugurated, marking the establishment of a new hub that integrates "authoritative certification, ecological aggregation, and technology-driven" elements [1] - Since the establishment of the first cross-border trade town in 2015, New Tian Di has become a "provincial cross-border e-commerce industrial park" and is recognized as one of the first certified cross-border e-commerce industrial parks by Amazon SPN, housing 46 cross-border companies and 8 professional service providers [1] Group 2 - The integration of AI and cross-border e-commerce is shifting the industry from "human-driven" to "algorithm-driven," with New Tian Di serving as a practical example of this trend [2] - The New Tian Di Provincial Cross-Border E-commerce Industrial Park offers three core advantages for enterprise growth: a comprehensive service matrix covering over 20 mainstream platforms, rapid incubation support within 30 days, and talent supply from over 40 universities [2] - The park provides substantial policy benefits, including government subsidies and exclusive park welfare, offering up to 10 million yuan per year in support and office rental discounts starting from 30% [2]

杭州市民政局社会组织管理局相关负责人介绍，近年来，全市千余家行业协会商会，已助力招商引 资落地项目600余个，达成意向金额约350亿元，减免和降低各类企业收费近7000万元。 近日，杭州市"百社千企 跨境启航"专项行动在2025全球跨境电商交易博览会暨"外贸优品 科技出 海"活动上启动。 该行动由市民政局联动市商务局以及相关部门、社会组织代表共同发布，通过加强政府部门、社会 组织和企业间联动协作，激发社会组织活力，助推社会组织及其会员企业运用跨境电商实现品牌出海， 促进杭州跨境电商产业高质量发展。该行动标志着杭州在推动社会组织深度融入跨境电商新赛道、服务 经济高质量发展方面迈出了坚实一步。 今年以来，杭州市民政局立足社会组织可为和企业所需，广泛引导社会组织与跨境电商产业双向赋 能，举办多场次社会组织助力跨境电商发展座谈会，深入走访行业协会商会等各类社会组织，精准摸排 并收集会员企业在跨境电商方面的"急难愁盼"，梳理推出首批意向跨境转型的社会组织名单，探索建 立"政社企"联动机制，出台《杭州市"百社千企 跨境启航"专项行动实施方案》，明确了"挖掘培育百家 社会组织、千家会员企业"的核心目标和五个"一批"的重点任 ...

这是广西口岸的硬实力！20秒过卡离不开数智化赋能下日益高效便捷的通关服务。 7月14日，作为中国最大的陆路水果进出口口岸之一，友谊关口岸正上演着东盟水果的通关"抢鲜 赛"。满载榴莲、火龙果等热带水果的跨境货车在此集结，等待快速入境。 "友谊关口岸，一车榴莲只要20秒就能通过口岸卡口！"近日，在一场东盟水果产销对接会上，一位 供应商举着金黄的榴莲果肉向采购商们热情推介。 友谊关智慧口岸的建设，为打造"东盟出产、广西集散、中国畅销"的供应链体系提供了重要支撑。 近年来，友谊关口岸通过融合运用人工智能、生物信息识别、数据可控交互等先进技术，正式启用 边检快捷通关系统2.0版，出入境车辆、司机只需"预先备案、自主采集、快速核验"三步即可快速通 关。海关部门还通过搭建物流管控平台，实现货物通关全流程的可视化与高效化。 "我们创新建设物流管控平台，通过一个监控屏幕，就可以掌控整个场所的运行情况。"友谊关海关 物流监控科科长盛伟善介绍，系统会自动统计进出监管场所的车辆，并按8个业务场景分类，采集记录 车辆进入凭祥市、途经各节点及离开监管场所的全流程信息。 借助这些数据，海关能精准排查堵点，进一步压缩通关时长。如今，货物等待 ...

7月15日下午，市政协召开党组（扩大）会议暨十四届四十三次主席会议，传达学习习近平总书记在中 央政治局会议上和中央政治局第二十一次集体学习时的重要讲话精神，以及省委、市委常委会会议精 神，研究贯彻落实意见。市政协党组书记、主席李贻伟主持会议并讲话。 会议强调，要以务实举措把新时代党的自我革命要求落实到位。深刻理解和把握推进党的自我革命的重 大意义和方法路径，把刀刃向内的自我革命精神深度融入政协履职全过程、工作各方面。要锚住固本培 元、增强党性，系统学习掌握马克思主义基本理论、党在各个时期的创新理论，特别是习近平新时代中 国特色社会主义思想，在常学常新中坚定理想信念，在真学真信中锤炼过硬作风，引领政协委员和界别 群众增强"四个意识"、坚定"四个自信"、做到"两个维护"。 会议要求，要深入学习习近平总书记关于加强党的作风建设的重要论述精神，坚定理想信念，保持政治 定力，锲而不舍落实中央八项规定精神。在持续对标对表中进一步增强狠抓作风建设的政治自觉、思想 自觉和行动自觉。政协各级党组织要切实履行管党治党责任，切实把严的氛围营造起来、把正的风气树 立起来，坚持求真务实作风，提高调查研究、协商议政、履职建言的质量，确保 ...

Core Insights - The report maintains an "outperform" rating for the retail sector, emphasizing resilience in new consumption patterns driven by product innovation and strategic adjustments [1] - The overall retail sales in China for the first five months of 2025 reached 20.32 trillion yuan, reflecting a year-on-year growth of 5.0%, indicating a stable growth trend in consumer spending [4][8] - The report highlights structural growth opportunities in specific segments such as cosmetics, gold jewelry, and pet products, driven by innovative product offerings and enhanced consumer insights [4][23] Investment Summary - The report recommends several companies within the beauty and personal care sector, including 登康口腔, 若羽臣, and 毛戈平, which are expected to benefit from product innovation and brand expansion [4] - In the gold jewelry sector, companies like 老铺黄金 and 潮宏基 are highlighted for their ability to leverage craftsmanship and rising gold prices to meet consumer demand for both investment and personal enjoyment [4] - The report also identifies opportunities in the cross-border e-commerce sector, with companies like 小商品城 and 安克创新 positioned to adapt to changing tariff policies and enhance their operational resilience [4] Industry Review - The first half of 2025 saw a stable growth in retail, with essential goods like food and beverages showing strong performance, while discretionary categories like cosmetics and apparel experienced varied growth rates [8][20] - The beauty sector recorded a 4.1% year-on-year increase in retail sales, while gold jewelry sales surged by 12.3%, benefiting from a low base effect and high gold prices [23][4] - The report notes that the online retail sector continues to grow, with a year-on-year increase of 8.5% in online sales, indicating a shift in consumer purchasing behavior towards digital platforms [20][4] Future Outlook - The report anticipates that product innovation driven by AI and emotional value will be key to differentiating brands in the retail space, with companies encouraged to leverage these trends for growth [60][65] - Policy measures aimed at stimulating domestic consumption are expected to further enhance consumer spending power, particularly in sectors like childcare, employment, and elderly care [60][4] - The report emphasizes the importance of adapting to external market conditions, including tariff negotiations, which could impact the performance of cross-border e-commerce companies [60][29]

根据白皮书，浙江有11所院校开设跨境电商相关专业。然而，供给不足、学校培养的人才难以满足企业 需要等导致目前人才缺口仍较大。从跨境电商人才需求的地域分布来看，广东占比最高，达22.04%， 是跨境电商岗位的主要需求地。浙江也是跨境电商人才的需求大省，占比达到11.99%，需求量位居全 国第三。 人才的痛点正在逐步解决。会上，杭州市外籍跨境电商人才综合服务平台正式发布。杭州市商务局介 绍，这是全国首创的服务外籍跨境人才的一站式综合平台。平台重点聚焦外籍跨境电商主播人才"引育 留用"存在的人才难认定、留学生难实习、专业实训难落地、配套服务难匹配等"四难"问题，创新了"引 育留"机制，大幅简化人才引进流程。 在新时代的交汇点上，唯有协同发力、守正创新，才能共同绘就"电商惠全球，智慧启未来"的教育蓝 图。杭州市商务局党组成员、杭州自贸片区管委会专职副主任武长虹指出，杭州作为全国首个跨境电商 综试区，十年来进出口规模激增。论坛与展会双向赋能，助力杭州打造跨境电商全国第一城、全球第一 流品牌。 商报讯（记者 张馨予）我国跨境电商人才需求有多大？近日，第五届全国跨境电商人才培养高峰论坛 暨全球电商教育发展联盟工作会议在杭州 ...

Group 1 - The "Action Plan" aims for over 1,000 platform enterprises in Zhejiang by 2027, with more than 50 reaching a scale of 10 billion yuan, and total revenue of platform enterprises to reach 2.2 trillion yuan [1] - Currently, Zhejiang has over 850 platform enterprises, leading the nation in both quantity and transaction volume, with cross-border e-commerce exports projected to exceed 350 billion yuan in 2024, growing by 10% [1] - The plan emphasizes the need for more technology-driven platform enterprises and aims to support the transformation of leading platforms into high-tech companies, particularly in emerging fields like large models [1] Group 2 - The "Platform + Industry" dual empowerment initiative has been implemented, with plans to create over 25 consumption industry clusters worth 10 billion yuan and expand 100 county-level consumption industry clusters [2] - The plan focuses on stimulating consumer activity by enhancing product quality through the "Zhejiang Boutique" cultivation plan and promoting "AI + Consumption" to create innovative consumer scenarios [2] - The Zhejiang provincial government aims to shift the platform economy from scale-driven to innovation-driven, enhancing competitiveness and improving overseas service systems [2]

Group 1 - The core viewpoint of the articles highlights the resilience and strong risk resistance of China's cross-border e-commerce, with a reported import and export value of approximately 1.32 trillion yuan in the first half of the year, reflecting a year-on-year growth of 5.7% [1] - The export value reached about 1.03 trillion yuan, growing by 4.7%, while imports amounted to approximately 291.1 billion yuan, with a growth rate of 9.3% [1] - The growth in cross-border e-commerce is attributed to multiple factors, including continuous policy support, technological innovation, supply chain optimization, and diversified strategies to mitigate external risks [2] Group 2 - The implementation of supportive policies, such as the announcement by the State Taxation Administration regarding export tax refunds for overseas warehouses, has opened up more space for the growth of cross-border e-commerce [2] - Digital technology innovations, including AI, blockchain, big data, and IoT, are enhancing operational efficiency and reducing market trial costs for cross-border e-commerce companies [2] - The optimization of the supply chain is evident, with the Ministry of Industry and Information Technology reporting a 5.8% year-on-year increase in industrial added value for 2024, and the China-Europe Railway Express having operated over 110,000 trains, connecting 128 Chinese cities with 229 European cities [3] Group 3 - The cross-border e-commerce sector has seen significant growth, with 120,000 export enterprises reported as of November 2024, and 325 A-share listed companies under the "cross-border e-commerce" concept as of mid-July 2023 [4] - Challenges remain for the industry, including issues related to last-mile delivery, the need for improved application of digital technologies, and increased operational costs due to compliance requirements [4] - Future strategies for enhancing the quality of cross-border e-commerce include strengthening international cooperation, improving logistics infrastructure, increasing investment in technology research, and building internationally influential brands [4]

Economic Growth Overview - In the first half of the year, China's GDP reached 66,053.6 billion yuan, with a year-on-year growth of 5.3% [1] - The contribution of final consumption expenditure to economic growth was 52% [1] Consumption Sector - The total retail sales of consumer goods in the first half of the year exceeded 24.55 trillion yuan, with a year-on-year growth of 5% [6] - The second quarter saw a growth of 5.4%, accelerating by 0.8 percentage points compared to the first quarter [6] - Significant growth was noted in cultural and tourism-related consumption, with inbound tourism increasing by 72.7% and 59.4% during the May Day and Dragon Boat Festival holidays, respectively [7] Foreign Trade - China's foreign trade export scale surpassed 13 trillion yuan for the first time in history during the first half of the year [7] - The second quarter's import and export growth was 4.5%, accelerating by 3.2 percentage points compared to the first quarter [7] - Exports to emerging markets such as ASEAN and Africa showed strong growth, with increases of 14.3% and 23%, respectively [8] Industrial Transformation - The added value of high-tech manufacturing industries grew by 9.5% in the first half of the year [8] - Production of 3D printing equipment, new energy vehicles, and industrial robots increased by 43.1%, 36.2%, and 35.6%, respectively [8] - The production of lithium batteries surged by 53.3% [8] Cross-Border E-commerce - Cross-border e-commerce has emerged as a significant growth area, with over 120,000 entities involved [8] - The export scale of cross-border e-commerce is projected to reach 2.15 trillion yuan, with a year-on-year growth of 16.9% [8] Equipment Manufacturing - The export of industrial robots increased by 61.5%, with significant growth in lithium batteries and wind turbine generators [9] - The global production chain is shifting eastward, benefiting China's equipment manufacturing sector [9] Sustainable Growth - The transformation of new productive forces into sustainable economic growth relies on the profitability of innovative enterprises [9]

Core Viewpoint - Hainan Free Trade Port offers a comprehensive tax incentive system, including zero tariffs, low tax rates, and simplified tax regulations, effective from 2025, aimed at attracting businesses and fostering economic growth [1]. Group 1: Corporate Income Tax - Hainan's corporate income tax policy features "universal applicability + special care," with core policies extended until the end of 2027, providing long-term tax stability for businesses [3]. - A unified corporate income tax rate of 15% will apply to all registered companies in Hainan, significantly lower than the mainland's 25% standard rate, with additional exemptions for certain industries [4]. - Companies in encouraged industries can enjoy further tax benefits if their main business revenue exceeds 60% of total income, including exemptions on overseas direct investment income [4]. Group 2: Import Taxation - The zero-tariff list has expanded to 453 items, allowing companies to import raw materials without tariffs, VAT, or consumption tax, significantly reducing production costs [7]. - Companies producing goods with over 30% added value from imported materials can also benefit from tariff exemptions when selling to the mainland [9]. - The zero-tariff policy for transportation and tourism-related imports has been optimized, continuing to support the industry [10]. Group 3: Personal Income Tax - Hainan's personal income tax system offers dual-track incentives for high-end talent and ordinary residents, making it one of the most competitive in the country [12]. - High-end talent earning over 300,000 yuan annually can have their effective tax burden capped at 15%, significantly reducing their tax liabilities compared to the mainland [13]. - Ordinary residents will be taxed at a lower progressive rate of 3%, 10%, and 15%, compared to the mainland's higher rates [14]. Group 4: Specific Industry Incentives - Hainan has introduced a combination of "zero tariffs + special subsidies + facilitation measures" for key industries such as tourism, high-tech, and biomedicine [15]. - The medical tourism pilot zone allows for zero tariffs on imported drugs and medical devices, significantly reducing costs for patients [16]. Group 5: VAT Transition and Sales Tax Reform - 2025 marks a critical year for tax reform in Hainan, with transitional VAT policies and plans for a simplified sales tax system post-closure [17]. - The sales tax will combine various taxes, potentially lowering rates, requiring businesses to adapt their operational models accordingly [20]. Group 6: Policy Applicability and Compliance - To benefit from Hainan's tax incentives, companies must meet "substantive operation" requirements, avoiding the status of "shell companies" [22]. - Companies must apply for zero-tariff qualifications through the "Hainan International Trade Single Window," with tax benefits subject to verification by tax authorities [23]. Group 7: Case Studies - A cross-border e-commerce company utilized the zero-tariff policy on imported raw materials, achieving a significant reduction in overall tax burden [24]. - A biopharmaceutical company registered in Hainan benefited from reduced corporate income tax and R&D expense deductions, leading to substantial tax savings [24].