我国上半年进出口规模创历史同期新高——外贸总量增长质量提升变量可控

Core Viewpoint - China's foreign trade has shown resilience and vitality in 2023, with a stable increase in scale and improvement in quality, achieving a record high for the same period in history [1] Group 1: Trade Performance - In the first half of 2023, China's total goods trade reached 21.79 trillion yuan, a year-on-year increase of 2.9%, with exports at 13 trillion yuan (up 7.2%) and imports at 8.79 trillion yuan (down 2.7%) [1] - The second quarter saw a 4.5% year-on-year growth in trade, accelerating by 3.2 percentage points compared to the first quarter, marking the seventh consecutive quarter of growth [1] - The trade volume has remained above 10 trillion yuan for nine consecutive quarters, with all three indicators (total trade, exports, imports) showing year-on-year growth in June [1] Group 2: Belt and Road Initiative - In the first half of 2023, trade with Belt and Road countries reached 11.29 trillion yuan, a 4.7% increase, accounting for 51.8% of total foreign trade [2] - Trade with over 190 countries and regions increased, with 61 partners exceeding 50 billion yuan in trade volume, an increase of five from the previous year [2] Group 3: Private Enterprises - Private enterprises' trade performance was notable, with imports and exports totaling 12.48 trillion yuan, a 7.3% increase, representing 57.3% of China's total foreign trade [3] - Private enterprises have shown continuous growth for 21 consecutive quarters, with their export of high-tech products increasing by 12.5% [3] Group 4: Foreign Investment - Foreign enterprises in China reported a trade volume of 6.32 trillion yuan, a 2.4% increase, maintaining growth for five consecutive quarters [3] - The integration of foreign technology advantages with China's industrial capabilities has led to a balanced expansion across various sectors [3] Group 5: U.S.-China Trade Relations - Recent trade talks in Geneva and London have led to a recovery in U.S.-China trade, with June's trade value rising from under 300 billion yuan in May to over 350 billion yuan [4] - The essence of U.S.-China economic cooperation is mutual benefit, driven by globalization and the deep integration of industrial chains [4] Group 6: Import Trends - The decline in import growth is attributed to uncertainties in international trade policies and falling prices of bulk commodities, which constitute about 30% of China's total imports [4] - As domestic demand expands, imports are expected to stabilize, with a shift towards quantity-driven growth in the second quarter [5] Group 7: Future Outlook - The overall stability in foreign trade is supported by a complete industrial system and the deep integration of technological and industrial innovation [5] - Despite increasing complexities and uncertainties in the external environment, China's foreign trade is expected to continue progressing steadily [5]