【新华解读】我国外贸保持较强韧性 新赛道活力迸发

Core Viewpoint - In the first half of the year, China's goods trade imports and exports achieved a growth rate of 2.9%, demonstrating strong resilience despite complex international circumstances [1][2]. Trade Performance - China's total goods trade reached 21.79 trillion yuan, with exports of 13 trillion yuan (up 7.2%) and imports of 8.79 trillion yuan (down 2.7%) [2]. - In June, the trade volume was 3.85 trillion yuan, with exports at 2.34 trillion yuan (up 7.2%) and imports at 1.51 trillion yuan (up 2.3%) [2]. External Environment and Policy Support - The resilience of China's foreign trade is attributed to a series of supportive policies, which have helped restore business confidence and invigorate new industries [1][2]. - The latest customs trade survey indicates a continuous recovery in confidence among both export and import enterprises [2]. Market Expansion - China's trade relationships expanded, with growth in imports and exports to over 190 countries and regions, and the number of trading partners with a scale exceeding 50 billion yuan increased to 61 [2]. Export Dynamics - The decline in exports to the U.S. has narrowed significantly, contributing positively to overall export performance [3]. - The U.S. has begun to stockpile goods in response to new tariff adjustments, highlighting the irreplaceable nature of China's supply chain [4][5]. Emerging Sectors and Product Growth - There is a notable increase in the export of high-quality green products, with lithium batteries and wind turbine generators seeing growth rates exceeding 20% [6]. - Exports of industrial robots surged by 61.5%, and high-value products like pet supplies and smart manufacturing items have also seen significant growth [6][7]. E-commerce and Consumer Trends - E-commerce platforms reported a dramatic increase in overseas orders, with Alibaba's international site seeing a 42% year-on-year increase in order volume [4]. - During the "618" shopping festival, there was a three-digit growth in overseas orders for certain products, particularly in the pet product category [6].