出口结构亮点多，新兴市场成外贸主力

Group 1 - The export structure of China is shifting from low value-added products to high-tech and high value-added products, with significant growth in traditional exports like electromechanical products, which saw a 9.5% increase in June, accounting for 60.0% of total exports [1] - New energy products, represented by electric vehicles, lithium batteries, and solar cells, are emerging as new driving forces in the export structure, aligning with global green transition trends and reflecting China's rapid development in strategic emerging industries [1] - The export of intelligent home appliances and industrial automation equipment is steadily expanding, indicating a gradual enhancement of the intelligence and greenness of export products [1] Group 2 - China's export market is becoming more diversified, actively expanding into emerging markets such as ASEAN and countries involved in the Belt and Road Initiative, which enhances the resilience of foreign trade [2] - The decline in imports is attributed to multiple factors, including falling international commodity prices, uneven recovery in domestic investment, and reduced reliance on imports due to domestic substitution [2] - The foreign trade landscape in the second half of the year may be weaker than in the first half, with both opportunities and challenges present, but the diversification strategy is expected to bolster export resilience and growth potential [2] Group 3 - The diversification strategy in foreign trade has shown initial success, with total imports and exports to Belt and Road countries reaching 11.29 trillion yuan, a year-on-year increase of 4.7%, accounting for 51.8% of China's overall foreign trade [3] - Trade with ASEAN countries continues to grow, with exports reaching $32.254 billion in the first half of the year, a 13% year-on-year increase, solidifying ASEAN's position as China's largest trading partner [3]