与2024年同期相比，太阳能边框减少约46.6%、电子消费减少约49.7%、电动车减少约9.0%及工业产品 减少约54.2%。收益整体下跌主要因市场情绪疲弱及订单量少，尤其是太阳能边框分部，以及其他主要 领域整体放缓。 智通财经APP讯，荣阳实业(02078)发布截至2025年6月30日止六个月业绩，收益2.43亿港元，同比下降 44.1%;净亏损2639.4万港元，上年同期溢利589.6万港元;每股基本亏损2.20港仙。 ...

与2024年同期相比，太阳能边框减少约46.6%、电子消费减少约49.7%、电动车减少约9.0%及工业产品 减少约54.2%。收益整体下跌主要因市场情绪疲弱及订单量少，尤其是太阳能边框分部，以及其他主要 领域整体放缓。 荣阳实业(02078)发布截至2025年6月30日止六个月业绩，收益2.43亿港元，同比下降44.1%;净亏损 2639.4万港元，上年同期溢利589.6万港元;每股基本亏损2.20港仙。 ...

Core Insights - The Hainan duty-free shopping policy has undergone significant adjustments since July 2020, increasing the annual duty-free shopping limit per traveler from 30,000 yuan to 100,000 yuan and removing the limit on individual item exemptions [1] - The variety of duty-free goods has expanded to include seven categories of consumer-preferred products, such as electronic consumer goods, enhancing the shopping experience for travelers [1] - Over the past five years, the total duty-free shopping amount in Hainan has reached 195.8 billion yuan, with an average annual growth rate of 62.6%, indicating the effective release of policy dividends and robust industry development [1]

银行内部也担心90天窗口期后，美国再度调整对华对等关税政 策导致中国输美商品因缴纳更高关税而滞留美国港口（难以清 关），令外贸企业一时收不到剩余货款用于偿还银行外贸贷款 本息。 作者： 陈植 封图：图虫创意 导读 壹 || 现在银行在发放新的外贸贷款前，都会了解企业有没有把握在90天窗口期内将产品运抵 美国港口完成清关并交付给美国客户，作为他们发放这笔贷款的新依据。 究其原因，银行内部也担心90天窗口期后，美国再度调整对华对等关税政策导致中国输美商品因 缴纳更高关税而滞留美国港口（难以清关），令外贸企业一时收不到剩余货款用于偿还银行外贸贷 款本息。 他告诉记者，为了确保已发放的外贸贷款能"顺利偿还"，他所在的银行对公部门员工一面经常跑去 外贸企业厂房，实地了解企业订单生产交付最新进展，一面通过个人关系，协助部分外贸企业订船 期舱位，确保产品能在90天窗口期内运抵美国港口完成清关，从而按照合同约定收到美国客户剩 余货款以偿还银行外贸贷款。 有些外贸企业急于"抢出口"，也有外贸企业淡定应对关税争端。 贰 || 国有大型银行正加强对外贸企业的外汇避险金融服务，围绕大型外贸企业的多元化金融 服务需求，要求做好"一企一 ...

Core Viewpoint - The recent adjustment of tariffs between China and the U.S. has led to a surge in export activities among Chinese foreign trade companies, as they aim to fulfill backlog orders within a 90-day window to avoid higher tariffs in the future [1][2][4]. Group 1: Impact on Export Activities - Many foreign trade companies are racing to secure shipping slots and expedite production to meet U.S. customer orders within the 90-day window [1][5]. - The manufacturing PMI in May increased to 49.5%, indicating improved export conditions due to the tariff adjustments [4]. - Shanghai port's container throughput reached 4.65 million TEUs in May, a year-on-year increase of 10.2%, reflecting the heightened export activities [5]. Group 2: Banking Sector Response - Banks are closely monitoring the export activities of foreign trade companies, as the ability to deliver orders within the 90-day window is crucial for trade financing [2][8]. - Banks are adjusting their credit strategies based on the latest trends in export activities, providing support to companies that can meet the delivery deadlines [11]. - There is a growing demand for customized financial services from banks to support the unique needs of different foreign trade companies [3][10]. Group 3: Challenges and Strategies - Some foreign trade companies are facing challenges in securing shipping slots and managing production schedules, leading to varying levels of confidence in meeting the 90-day deadline [9]. - Companies are considering changing their contracts to FOB pricing to mitigate risks associated with tariff fluctuations [6][10]. - The uncertainty surrounding U.S. tariff policies has led to increased interest in foreign exchange risk hedging products among small and medium-sized foreign trade enterprises [10].