8月21日，特步国际(01368)盘中上涨5.43%，截至10:21，报6.79元/股，成交8088.14万元。 特步国际控股有限公司是一家多品牌体育用品公司，主营成人和儿童运动鞋、服装及配饰的设计、研 发、销售与品牌管理。集团通过超过8,100家门店的分销网络，旗下拥有特步、索康尼和迈乐等品牌， 覆盖大众及专业运动市场。 本文源自：金融界 作者：行情君 截至2025年中报，特步国际营业总收入68.38亿元、净利润9.14亿元。 8月20日，第一上海证券维持买入评级,目标价7.36港元。 ...

8月18日，特步国际(01368)盘中上涨8.55%，截至13:37，报6.22元/股，成交2.05亿元。 截至2024年年报，特步国际营业总收入135.77亿元、净利润12.38亿元。 本文源自：金融界 特步国际控股有限公司是一家多品牌体育用品公司，主营成人和儿童运动鞋、服装及配饰的设计、研 发、销售与品牌管理。集团通过超过8,100家门店的分销网络，旗下拥有特步、索康尼和迈乐等品牌， 覆盖大众及专业运动市场。 作者：行情君 8月18日，特步国际披露2025财年中报。 ...

Group 1 - China's foreign trade maintains steady growth despite external shocks, showcasing strong resilience [1] - The general manager of Shandong Ruitu Laser Technology Co., Ltd., Ma Tongwei, emphasizes the continuous opportunities in international markets, highlighting successful participation in exhibitions and the establishment of overseas branches [1][2] - The price of laser cutting machines has significantly decreased from millions to 200,000-300,000 yuan, indicating a growing demand for high-precision and efficient machinery globally [2] Group 2 - Alibaba International Station's marketing head, Chen Tang, notes an unexpected surge in U.S. buyers following recent trade talks, leading to the launch of a special promotion for American buyers [3][4] - The first day of the U.S. promotion saw significant increases in order volumes across various categories, with automotive parts and machinery experiencing growth rates of 62% and 46% respectively [4] - European market orders have also surged, particularly in France, where order growth reached 150%, attributed to strengthening Sino-European trade relations [4] Group 3 - Liu Jie, deputy section chief of Jiangyin Customs, reports a diverse range of goods being exported through Jiangyin Port, reflecting the increasing complexity and volume of international trade [6][7] - Jiangyin Port has developed into the third-largest inland port in China, establishing direct shipping routes with over 600 ports globally, enhancing export efficiency [7] - New direct shipping lines to countries like Portugal and Cambodia have been opened, significantly reducing logistics times for exports to ASEAN markets [7]

Core Insights - The article highlights a surge in U.S. orders from China due to a temporary reduction in tariffs, with U.S. buyers rapidly increasing their purchases to stock up before the tariff window closes [1][5]. Group 1: Tariff Reduction Impact - U.S. and China agreed to lower tariffs by 115% (from 145% to 30%) within 90 days, leading to a nearly 300% increase in container shipping bookings from China to the U.S. [1] - American buyers are placing large orders without negotiating prices, aiming to stock up for upcoming seasons, including preparations for the Christmas season [1][5]. Group 2: Industry Demand and Growth - Categories experiencing significant order growth include apparel, jewelry, beauty products, home and garden, and consumer electronics, with automotive parts up 62%, machinery up 46%, and 3C & new energy products up 42% year-on-year [5]. - Logistics data indicates a rise in cross-border package volumes to the U.S. and other countries, confirming increased demand in the U.S. market [5]. Group 3: E-commerce and Promotions - Alibaba International launched a special promotion for U.S. orders on the day the tariff adjustments took effect, resulting in a double-digit year-on-year increase in order volume and over a threefold increase month-on-month [8]. - A major promotional event is planned for June, aimed at further boosting U.S. orders and enhancing the flow of trade, marking a new peak season for foreign trade [8].