中国出口韧性迎战美国“终极关税”

Group 1 - China's exports rebounded in September, with a year-on-year growth of 8.3%, the fastest increase since March, compared to 4.4% in August [1] - The rebound is primarily attributed to non-U.S. export markets, with exports to the EU, Southeast Asia, and Africa increasing by 14%, 15.6%, and 56.4% respectively, while exports to the U.S. fell by 27% [1] - This data supports the feasibility of China's strategy to diversify its export markets, effectively mitigating risks associated with reliance on the U.S. market [1] Group 2 - In response to U.S. measures, China implemented strict export controls on items containing Chinese rare earth elements, requiring foreign manufacturers to apply for licenses starting in December [2] - The list of controlled items includes 12 out of 17 rare earth elements, as well as lithium-ion battery materials and synthetic diamonds [2] Group 3 - Despite threats from Trump to impose 100% tariffs on Chinese goods, China's economy has shown resilience, with the U.S. accounting for less than 10% of China's direct exports [3] - Economists suggest that the impact of potential tariffs may not be as severe as previously anticipated, and there may be opportunities for concessions during the upcoming APEC summit [3]