从落后到反超全国4.2个百分点 上海外贸出口凭什么“逆袭”

Core Viewpoint - Shanghai's foreign trade has shown a strong recovery in the third quarter, with a 5.4% increase in imports and exports, surpassing the national growth rate by 1.4 percentage points. The export growth rate of 11.3% is 4.2 percentage points higher than the national average, while imports grew by 1.1%, exceeding the national rate by 1.3 percentage points [1][2]. Group 1: Trade Performance - In the first three quarters, Shanghai's import and export scale reached 1.01 trillion, 1.14 trillion, and 1.19 trillion yuan, showing a "stair-step" growth pattern with a significant increase of 21.2% in the third quarter [1]. - The third quarter's foreign trade scale reached a historical high, with September's monthly import and export volume exceeding 400 billion yuan [1]. - The contribution of private enterprises to Shanghai's foreign trade has been significant, with private enterprises' import and export volume reaching 1.32 trillion yuan, a substantial increase of 27.1% [3]. Group 2: Market Structure Changes - The market structure for Shanghai's exports has shifted, with a decrease in trade with the EU and the US, while trade with non-traditional markets grew by 8.7%, contributing 87.8% to the total trade [2]. - Exports to BRICS countries like Brazil and India increased by 27.7%, and exports to Africa surged by 79.2% [2]. - The global strategy of enterprises has evolved from merely selling products to a comprehensive value output that includes technology, capital, and management [2]. Group 3: Industry Contributions - Key industries such as integrated circuits, biomedicine, and artificial intelligence saw exports of 193.67 billion yuan, growing by 10.3% [4]. - High-end manufacturing exports, including industrial robots and aerospace equipment, showed significant growth, with industrial robots increasing by 41.6% [4][5]. - The export of green products, including lithium batteries and hybrid vehicles, has also seen substantial growth, contributing significantly to the overall export increase [5]. Group 4: Future Outlook - To sustain growth, Shanghai needs to maintain the proportion and capability of its industries while expanding into new markets [6]. - The resilience of the industrial chain and the added value of products will be crucial for continued foreign trade growth [6]. - Shanghai's port operations have also improved, with container throughput reaching over 41 million standard containers, indicating robust logistics capabilities [6][7].