日前，江苏连云港口岸汽车出口专用码头，一艘大型滚装船正在靠泊。据统计，连云港港口今年前七月 新能源汽车出口量同比增长超过九成，创历史新高。王健民摄（人民视觉） 8月25日，国新办举行"高质量完成'十四五'规划"系列主题新闻发布会。海关总署署长孙梅君在会上表 示，"十四五"以来，海关现代化建设取得了长足进步，为高质量发展、高水平开放提供了有力支撑。 促进高质量发展取得新进展 开放通道和平台建设迈上新台阶。"十四五"以来，我国新增和扩大开放口岸40个，总数达到311个，基 本形成了水陆空立体化、东中西全方位口岸开放布局。中欧班列集结中心从"点对点"向"枢纽对枢纽"转 型升级。综合保税区等海关特殊监管区域已成为各地对外开放的新高地，不到两万分之一的国土面积， 贡献了全国1/5的进出口总值。 促进高质量发展取得新进展。海关创新跨境电商、海外仓、"保税+"等新业态监管模式，促进区域协调 发展，外贸新动能加速提升，产供链更加安全稳定。出口"含新量"更足，2024年"新三样"出口比2020年 增长2.6倍；进口来源更广，"十四五"期间，新增准入81个国家（地区）的271种农食产品，大宗商品、 先进装备、关键零部件进口多元化 ...

通关便利化实现新突破 在粤港澳大湾区，"一港通"监管模式创新使货物在港口的转运时间由过去的5天至7天缩短到现在的2天 至3天；通过开设口岸农产品进口"绿色通道"，来自泰国、越南等周边国家的新鲜水果最快7小时即可到 达广州、30小时便能抵达北京市场。 海关总署署长孙梅君表示，"十四五"以来，百年变局加速演进，外部环境不确定性明显增加，我国外贸 展现出强大韧性与活力，出口"含新量"更足，进口来源更广，区域结构更优。全国海关忠诚履行守国 门、促发展职责使命，着力提升监管效能和服务水平，海关现代化建设取得长足进步，为高质量发展、 高水平开放提供了有力支撑。 年均监管进出口货物52亿吨、货值41.5万亿元，体量全球最大；新增和扩大开放口岸40个、总数达311 个；"一网通办"事项达25大类964项，基本覆盖跨境贸易全链条全环节……在国务院新闻办25日举行 的"高质量完成'十四五'规划"系列主题新闻发布会上，一系列海关高质量发展数据亮眼。 作为对外开放的重要"增长极"，综合保税区等海关特殊监管区域以不到全国两万分之一的国土面积，贡 献了五分之一的进出口总值，已成为跨国产业的承接平台、开放发展的关键平台、新兴业态的培育平台 ...

出口"含新量"更足，2024年"新三样"出口比2020年增长2.6倍；进口来源更广，"十四五"期间，新增准入 81个国家（地区）的271种农食产品，大宗商品、先进装备、关键零部件进口多元化。 围绕跨境贸易便利化，孙梅君表示，"十四五"期间，海关总署联合20多个国家部委，每年都开展跨境贸 易便利化专项行动，参与的城市已经扩大到全国17个省份25个城市，累计出台改革创新举措108项，着 力营造更加便利、安全、可预期的贸易环境。 国际合作共赢方面，海关对外签署合作文件519份。2024年，我国与共建"一带一路"国家进出口22万亿 元，占我国进出口比重超过一半，与东盟、拉美、非洲、中亚等新兴市场进出口年均增长10%以上。我 国已成为全球157个国家和地区前三大贸易伙伴。 与此同时，综合保税区等海关特殊监管区域已成为各地对外开放的新高地，不到两万分之一的国土面 积，贡献了全国1/5的进出口总值。 开放通道和平台建设迈上新台阶。"十四五"以来，我国新增和扩大开放口岸40个，总数已经达到311 个，基本形成了水陆空立体化、东中西全方位口岸开放布局，"关通全球，物达八方"，让经贸往来和人 文交流更加广泛、更加密切。 ◎记者 ...

8月22日主力资金净流出588.74万元，近五日累计净流出624.21万元。从资金流向来看，近期呈现持续流 出态势。 南京商旅最新股价为12.03元，较前一交易日上涨0.92%。盘中曾出现快速反弹，5分钟内涨幅超过2%， 最高触及12.26元。当日成交量为17.24万手，成交金额达2.08亿元。 南京商旅属于贸易行业，公司主营业务涵盖商业贸易、旅游服务等领域。作为江苏地区企业，公司涉及 跨境电商等业务方向。 风险提示：股市有风险，投资需谨慎。 ...

Core Viewpoint - The stock price of Jiacheng International is reported at 12.74 yuan, reflecting a decline of 3.70% from the previous trading day, with an intraday fluctuation of 5.29% and a trading volume of 273 million yuan [1]. Company Overview - Jiacheng International operates in the logistics industry, covering areas such as cross-border e-commerce and supply chain management. The company is registered in Guangdong and has established a presence in the Hainan Free Trade Zone [1]. Management Changes - The company announced a change in its sponsor representative due to work-related reasons. The former representative, Liu Xiangmao, will no longer be responsible for ongoing supervision, with Zhang Chenghao taking over. The new sponsor representatives are Fang Zilong and Zhang Chenghao [1]. Financial Flow - In terms of capital, Jiacheng International experienced a net outflow of 23.91 million yuan from major funds, with a cumulative net outflow of 43.41 million yuan over the past five days [1].

宏 观 研 究 "反脆弱"系列 本研究报告仅通过邮件提供给 中庚基金 使用。1 2025 年 08 月 17 日 出口会否持续"超预期"？ ——"反脆弱"系列专题之十三 ⚫ 抽丝剥茧：谁在拉动出口？对新兴国家出口生产资料、对非美发达国家出口消费品 一级分类（国别+商品）：国别中对新兴出口表现较好，商品中生产资料出口表现较好。2 上半年我国出口整体稳中有增；国别结构上，对新兴经济体出口（东盟印度、非洲、中东） 为核心增长引擎，非美发达国家出口（欧盟与英国）也提供适度支撑。具体商品中，电子 设备与零部件、机械制造、部分消费品（玩具、手机、珠宝首饰等）出口表现较好。 二级分类（国别╳商品）：对新兴国家出口改善主要集中于生产资料，消费品出口走弱。 上半年我国对新兴国家出口累计同比上升 1.5pct 至 9.6%。其中，中间品拉动整体增速 2.4 个百分点，资本品拉动 1.0 个百分点，而消费品则拖累整体增速 3.7 个百分点。其中，锂 电池、矿物与金属、化学品、电气设备和机械设备等出口表现较好。 二级分类（国别╳商品）：对非美发达国家改善主要集中于消费品。上半年我国对非美发 达国家出口同比较去年底大幅上升 5.5pc ...

7月28日至29日，公司在互动平台回应投资者提问时表示，优骋电子商务（海南）有限公司符合海南自 贸港政策条件，可享受相关优惠。 7月29日，跨境通主力资金净流出1.29亿元，占流通市值的1.64%。 风险提示：股市有风险，投资需谨慎。 截至2025年7月29日收盘，跨境通股价报5.62元，较前一交易日下跌0.35%，成交额达12.95亿元。 跨境通属于贸易行业，同时涉及跨境电商、内贸流通等业务板块。公司旗下拥有全资子公司上海优壹， 该子公司于2021年6月成立优骋电子商务（海南）有限公司，并享受海南自贸港相关优惠政策。 ...

Core Viewpoint - The article discusses the increasing scrutiny and regulatory measures regarding the declaration and taxation of overseas income for Chinese taxpayers, particularly in light of the CRS (Common Reporting Standard) and the implementation of the Golden Tax Phase IV system, which enhances data transparency and cross-border financial monitoring [1][4][8]. Group 1: Regulatory Environment - The annual personal income tax declaration period closed on June 30, 2025, but tax authorities continue to send reminders to taxpayers holding overseas assets, indicating a tightening of oversight [1][2]. - The implementation of the Golden Tax Phase IV system allows for comprehensive data collection and analysis, enabling more precise monitoring of taxpayers [4][8]. - The CRS network has expanded to cover over 150 jurisdictions, significantly increasing the data available to tax authorities regarding residents' overseas financial accounts [4][8]. Group 2: Taxpayer Responsibilities - Taxpayers are encouraged to systematically review their tax compliance and identify risks, including clarifying their tax residency status and understanding the tax implications of their overseas income and asset allocations [1][3]. - Many taxpayers mistakenly believe that overseas income already taxed abroad does not need to be declared in China, which is a common misconception [4][5]. - The current tax system in China requires individuals to declare various types of overseas income, including wages earned abroad and dividends from foreign investments, with tax rates ranging from 3% to 45% for comprehensive income and 20% for dividends [5][6]. Group 3: Compliance and Monitoring - Tax authorities are employing a five-step approach to enforcement, which includes reminders, corrective actions, and potential investigations for non-compliance, particularly targeting high-net-worth individuals and frequent cross-border transactions [8][9]. - Taxpayers are advised to maintain accurate records and seek professional advice when dealing with complex tax situations, especially regarding overseas income declarations [10][11]. - The article emphasizes the importance of tax compliance as a standard practice moving forward, with recommendations for legal tax planning strategies to optimize tax liabilities [10][11].

Core Insights - The China International Food City project officially commenced operations on July 23, marking a significant milestone in the modernization of the food industry [1][3]. Group 1: Project Overview - The project serves as a modern food industry aggregation platform, hosting various activities such as opening ceremonies, food exhibitions, industry forums, and business matchmaking events to foster collaboration among food enterprises, distributors, and manufacturers [3]. - It is expected to achieve an annual transaction volume exceeding 10 billion and create over 5,000 jobs, positioning itself as the largest and most comprehensive specialty food wholesale market in China [3][4]. Group 2: International Market Expansion - The project has successfully attracted the Malaysia National Pavilion, which will showcase Malaysian specialty foods, enhancing trade relations between China and Malaysia in the food sector [3][4]. Group 3: Structural and Functional Design - The project features a dual-zone differentiated positioning: the East Zone as a food industry distribution center with a five-story commercial complex, and the West Zone as a brand aggregation center for high-end product displays and e-commerce [4]. - It includes a 100,000 square meter intelligent parking facility and a direct access system for trucks to the underground parking, addressing traditional market parking challenges [4]. Group 4: Technological Integration - The project has developed an online smart information system for the food industry, promoting diversified and intelligent operations, and has established a logistics port to enhance efficiency and reduce costs [4][5]. - It aims to integrate domestic and international food display and trading, smart warehousing, modern logistics, cross-border e-commerce, and brand incubation into a cohesive modern food industry cluster [5]. Group 5: Future Development Goals - The project aims to leverage Linyi's robust food trade resources and logistics advantages to create a new benchmark for market transformation and industry development, focusing on the integration of commerce, tourism, exhibition, and e-commerce [5].

Core Insights - The Chinese economy has demonstrated strong resilience during the "14th Five-Year Plan" period, with significant contributions from consumption, foreign trade, and foreign investment [2][4][5] - The total retail sales of consumer goods are expected to exceed 50 trillion yuan this year, reflecting a robust domestic market [5] - China's foreign trade has maintained its position as the world's largest, with a total import and export value of 21.79 trillion yuan in the first half of this year, marking a 2.9% year-on-year increase [5][6] Domestic Consumption - Domestic consumption has become a key driver of economic growth, contributing approximately 60% to GDP growth on average during the "14th Five-Year Plan" [5] - Retail sales increased from 39.1 trillion yuan in 2020 to an expected 48.3 trillion yuan in 2024, with an annual growth rate of 5.5% [5] - Service consumption has also seen rapid growth, with an average annual increase of 9.6% from 2020 to 2024 [5] Foreign Trade - China's position as a major trading power has been reinforced, with high-quality development outcomes evident in the growth of exports and imports [6][7] - The export of high-tech products is projected to account for 18.2% of total goods trade in 2024, indicating an increase in the "quality" of exports [6] - The service trade scale has surpassed 1 trillion USD, ranking second globally, with a significant contribution to the economy [6] Foreign Investment - Actual foreign investment during the "14th Five-Year Plan" has exceeded the target of 700 billion USD, reaching 708.73 billion USD by mid-2023 [8] - The number of newly established foreign enterprises has increased by 25,000 compared to the previous five-year period, highlighting the growing attractiveness of the Chinese market [8] Future Outlook - The upcoming "15th Five-Year Plan" is expected to focus on long-term policies for economic and capital market openness, aiming to lay a solid foundation for future economic reforms [3][10] - The Ministry of Commerce plans to enhance trade quality, expand imports, and strengthen international cooperation to foster a resilient trade environment [10]