On April 13, the executive meeting of the State Council decided to further strengthen policy support such as export tax rebate to promote the steady development of foreign trade. The meeting pointed out that in order to promote the steady development of foreign trade, we should give better play to the policy effectiveness of export tax rebate, which is inclusive, fair and in line with international rules, and optimize the foreign trade business environment. We will improve the efficiency of customs clearance for the return of export goods, formulate policies to facilitate the return and exchange of goods by cross-border e-commerce, provide more convenience for customs clearance and tax refund of trustworthy enterprises, and severely punish acts such as defrauding tax rebates.
Guosen Securities Co.Ltd(002736) pointed out that the cross-border e-commerce export industry continues to grow. Although the leading enterprises with strong brand awareness have been affected by the rising prices of shipping and raw materials and the emotional concerns caused by Amazon’s strong supervision, the performance of the cross-border e-commerce sector has been under pressure for some time in the past, but in the short term, the US tariff exemption is expected to boost the market’s confidence in the export trade environment, And recently, the Ministry of Commerce issued the notice on making good use of the innovative development guidance fund of service trade to support the development of new business forms and models of trade, proposing to increase investment in new business forms and models, support the construction of cross-border service systems such as overseas warehouses and cross-border logistics, and cultivate digital trade enterprises. In the medium and long term, the cross-border e-commerce industry is expected to usher in sustained growth momentum under the background of the continuous release of policy dividends and the improvement of overseas e-commerce penetration. The competition pattern of the industry is also developing towards standardization under strong supervision. Among them, enterprises with strong overseas brand awareness and excellent operation ability are expected to benefit first. Anker Innovations Technology Co.Ltd(300866) , which focuses on main consumer electronics products and has excellent product operation and management ability and overseas brand awareness, is recommended, And it is suggested to pay attention to Hunan Huakai Cultural And Creative Co.Ltd(300592) , which has Yibai network for cross-border multi category development.
