4月份进出口规模达历史次高 中国外贸交出超预期“韧性答卷”

Core Viewpoint - China's foreign trade achieved a remarkable 2.4% growth in the first four months of the year, despite a complex international economic environment, showcasing resilience and strong competitiveness in manufacturing [1][9][11]. Trade Performance - In April, China's total foreign trade value reached 3.84 trillion yuan, marking a 5.6% year-on-year increase, contributing to the overall growth in the first four months [3][5]. - April's trade performance was the second highest for the same month historically, indicating robust trade activity despite external challenges [11]. Key Drivers of Growth - Traditional export sectors, particularly machinery and electrical products, including electric vehicles, continued to see growth [8]. - Emerging markets, especially ASEAN and countries involved in the Belt and Road Initiative, experienced rapid growth, enhancing trade relationships [8][15]. - Private enterprises remained the mainstay of foreign trade growth, demonstrating their significant role in the sector [8]. Economic Resilience - The data reflects China's economic resilience, supported by effective policy adjustments and the adaptability of market participants [9][26]. - The ability to quickly adjust to trade frictions and supply chain disruptions highlights the strength of China's foreign trade system [11]. Structural Optimization - Imports are undergoing structural optimization, aligning with the demand for high-quality supply and supporting long-term economic growth [16]. - The manufacturing sector is experiencing a transformation towards value creation, with a focus on green, low-carbon, and intelligent products [13][24]. Policy Support - Coordinated policy measures, including export tax rebates and trade facilitation, have stabilized business confidence and created a favorable environment for enterprises [18][20]. - The stable exchange rate of the yuan and decreasing logistics costs have further enhanced supply chain efficiency [20]. Future Outlook - The cultivation of new growth drivers in technology innovation, digital transformation, and green development presents significant potential for future growth [22]. - The ongoing upgrade of high-tech and strategic emerging industries, alongside traditional industry enhancements, is expected to drive economic recovery [24].