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国际观察｜关税风暴下非洲贸易的突围与新生
Xin Hua Wang·2025-09-08 02:31

Core Insights - The article discusses how African countries are adapting to the pressures of new U.S. tariffs, showcasing their resilience and ability to diversify trade partnerships [1][2]. Group 1: Impact of U.S. Tariffs - The U.S. has implemented "reciprocal tariffs" affecting numerous trade partners, with many African economies facing tariffs of up to 30% on South African goods [1]. - Despite the tariffs, the overall impact on Africa is manageable due to a declining share of U.S. trade in Africa's overall trade framework [2]. Group 2: Trade Diversification - The share of North America in Africa's imports has decreased from 7% in 2010 to 5% in 2023, while exports dropped from 17% to 7% [2]. - In 2024, Africa's trade with the U.S. is projected to be approximately $67.4 billion, accounting for only 5% of Africa's total external trade [2]. - China remains Africa's largest trading partner, with bilateral trade reaching $295.6 billion in 2024, marking a historical high for four consecutive years [2]. Group 3: African Continental Free Trade Area (AfCFTA) - The AfCFTA is emerging as a crucial buffer against external market fluctuations, with African trade expected to rebound by 13.9% in 2024, reaching $1.5 trillion [4]. - Internal trade within Africa is projected to grow by 12.4%, totaling $220.3 billion [4]. - As of February 2023, 48 African countries have ratified the AfCFTA, with 19 countries already engaging in trade under its framework [4]. Group 4: Traditional and Emerging Partnerships - Europe continues to play a stabilizing role as a traditional partner, with Euro-African trade accounting for 34.3% of Africa's external trade in 2024 [5]. - Trade with India has been on the rise, reaching approximately $103 billion in 2023, while non-energy trade with Gulf countries has also seen significant growth, with $60 billion in trade with the UAE in 2022 [6]. - Africa is demonstrating its capability to secure a more favorable position in the new global trade order through integration and diversification of partnerships [6].