Group 1 - China's total export value reached 13 trillion yuan in the first half of 2025, a year-on-year increase of 7.2%, marking the first time it has surpassed this figure in the same period [1] - Domestic retail giants like JD.com and Pinduoduo have actively shifted foreign trade to domestic sales, with JD.com announcing a 200 billion yuan support plan and Pinduoduo investing over 100 billion yuan in support strategies [3] - The retail sales of consumer goods in July increased by 3.7%, with online retail sales of physical goods growing by 6.3%, indicating strong consumer spending [5] Group 2 - The U.S. underestimated China's market potential, which includes over 1.4 billion people and more than 400 million middle-income individuals, making it the second-largest consumer market globally [6] - China's manufacturing sector is the most complete in the world, maintaining its position as the largest for 15 consecutive years, which supports domestic circulation despite external pressures [6] - The support for local agricultural products, such as the transformation of ordinary potatoes into various flavored chips, demonstrates the effectiveness of platforms in enhancing domestic sales and boosting farmer incomes [8] Group 3 - The State Council emphasized strengthening domestic circulation to counter external uncertainties, with domestic demand contributing 68.8% to GDP growth in the first half of the year [10] - The U.S. strategy of leveraging market advantages to pressure China has inadvertently strengthened China's internal circulation and innovation capabilities [11] - The ongoing trade tensions raise questions about whether the U.S. will continue to escalate measures against China, given the latter's resilience in adapting to market conditions [11]

Group 1 - The positive changes in the consumption market will benefit the valuation recovery of the consumption sector, enhancing performance growth expectations for companies supported by policy and market demand [1] - The investment attractiveness of the consumption sector is expected to increase further, boosting investor confidence and attracting more capital inflow [1] Group 2 - In July, the PPI decline in industries such as coal, steel, cement, photovoltaic, and lithium batteries has narrowed, while CPI for fuel and new energy vehicles has stabilized after several months of decline [2] - To consolidate the foundation for moderate price recovery, it is necessary to strengthen policy coordination on both supply and demand sides, promoting industrial upgrades and demand creation [2] - On the supply side, improving standards for technology, energy consumption, and emissions is essential to phase out outdated capacity and replace it with high-quality capacity [2] Group 3 - The new consumption sector is expected to further contribute to domestic demand, particularly through the acceleration of service consumption potential, innovation in consumption scenarios and channels, and the emergence of the emotional economy [3] - The "self-care economy" trend is driving growth in new sectors such as light luxury, trendy toys, pet care, and fitness, becoming new engines for industrial upgrades and economic growth [3] Group 4 - The implementation of policies like "old for new" has led to positive changes in the consumption market, with suggestions to expand subsidy coverage to essential goods and services [4] - The focus should also be on balancing the pace of subsidy distribution to ensure policy continuity and optimize financial support and tax incentives [4] - The emotional economy-related sectors in the A-share market have shown active performance, indicating high market recognition of their growth potential [4] Group 5 - The younger consumer group increasingly values "emotional value" and "cultural identity," making "emotional price ratio" a significant factor in their purchasing decisions [5] - The rise of national brands and cultural exports is driving high growth in sectors like trendy toys and IP derivatives, with companies that possess brand advantages and innovation capabilities standing out [5]

Group 1 - The core viewpoint emphasizes the proactive approach of the Bao'an District Business Bureau in addressing the needs of enterprises, focusing on market expansion, order stabilization, and transformation support [1][2][7] - The Bureau has implemented a series of practical measures to enhance the business environment, including direct engagement with enterprises and the establishment of a service-oriented team [2][4] - Bao'an District's retail sales from January to April increased by 7.6% year-on-year, with significant growth in automotive sales (13.1%) and online retail (66.8%) [1][3] Group 2 - The "New Consumption Season" event highlighted 25 enterprises recognized as "Bao'an Quality Products," showcasing a blend of traditional and modern industries [3][4] - The Bureau has launched initiatives to stimulate consumption, including a 25 million yuan investment in consumer subsidies and collaboration with platforms like JD.com and Meituan [3][4] - The Bureau is facilitating the transition of foreign trade enterprises to domestic sales, with over 350 companies participating in promotional activities [4][6] Group 3 - The Bureau organized participation in international trade fairs, resulting in over 660 cooperation intentions worth approximately 330 million yuan [5][6] - There is a strategic partnership with the Guangzhou International Exhibition Center to enhance exhibition resources and promote Shenzhen's exhibition brand [6][7] - The Bureau aims to continue improving services for enterprises, focusing on market expansion and digital trade transformation [7]

" 口号喊得最响的京东，可能是外贸人的第一选择，但不是最佳选 择。 " 作者丨覃倩雯 编辑丨刘伟 "外卖红黄大战，东子在道德制高点搅动风云，主要群众都站京东这边。" 最近京东每一次发声，都能精准攻下舆论高地，就连制造业保卫战中，京东第一时间公布的2000亿采购出 口转内销商品计划也抢占了舆论主动权：内销的救命稻草，卷不过拼多多，就抱紧京东。 外界议论之余，双方剑拔弩张的竞争局势似乎又被重新摆到台面上来。 打了将近一年半的价格战后，去年下半年各平台都同时回归到自己擅长的领域：抖音放弃绝对低价，淘天 回归品牌，京东靠3C家电国补"躺平"，拼多多维持低价竞争力。 然而，今年关税战加剧了国内的产能过剩，许多人担心，如果这部分过剩的产能和库存通过"出口转内 销"的形式进入国内市场，会不会又在国内电商平台中掀起一阵"腥风血雨"式的竞争？而谁又将成为这场 战争中最大的获益者？ 01 京东是外贸人的第一选择吗？ 过去几周，京东率先喊出了2000亿出口转内销采购计划，拼多多、淘宝、抖音也积极扶持外贸商家入驻， 且给到流量倾斜。 从声量上看，作为平台的京东似乎跑赢了老大和老二，这难道真的是口号喊得最响的缘故吗？业内人士李 方告诉 ...

Core Viewpoint - The article discusses the ongoing shift of Chinese foreign trade enterprises towards domestic sales in response to increased tariffs on exports to the U.S., highlighting the collaborative efforts of major companies and government initiatives to support this transition [2][6][26]. Group 1: Major Companies' Initiatives - JD.com plans to invest 200 billion yuan in the next year to purchase export goods for domestic sales, aiming to help foreign trade enterprises quickly enter the domestic market [3][21][22]. - Hema has established a green channel for expedited processing, promising to simplify certification and reduce approval times for foreign trade products [15][20]. - Other platforms like Baidu, Meituan, and Douyin are also providing various forms of support, including AI technology, traffic assistance, and dedicated foreign trade sections [3][24][25]. Group 2: Retail and Supermarket Support - Traditional supermarkets such as Yonghui Supermarket and CR Vanguard have announced measures to facilitate the entry of quality foreign trade products into the domestic market, including opening "green channels" for rapid product listing [5][10][12]. - CR Vanguard has implemented four key measures, including opening direct sales channels in over 2,000 stores and developing private label products [13]. - Lianhua Supermarket is focusing on enhancing product quality by collaborating with returning overseas Chinese to find quality suppliers [13]. Group 3: Government and Association Support - The Chinese Commercial Association and other industry groups have issued a joint statement emphasizing the urgency of facilitating the transition of export goods to domestic sales [26]. - Local governments are also taking action, with initiatives like "Foreign Trade National Goods Selection" in Zhejiang and e-commerce platform matchmaking events in Anhui [28]. - The combined efforts of government, enterprises, and associations aim to alleviate the pressures faced by foreign trade companies and enhance their brand recognition in the domestic market [29].