前三季度上海外贸逐季向好 9月份规模突破4000亿元大关

Core Insights - Shanghai's foreign trade showed a positive trend in the first three quarters of the year, with total imports and exports reaching 3.34 trillion yuan, a year-on-year increase of 5.4% [1] - Exports amounted to 1.48 trillion yuan, growing by 11.3%, while imports were 1.86 trillion yuan, with a modest increase of 1.1% [1] Group 1: Trade Performance - The quarterly trade figures for Shanghai were 1.01 trillion yuan, 1.14 trillion yuan, and 1.19 trillion yuan, indicating a "stair-step" upward trend, particularly with September's trade surpassing 400 billion yuan, marking a 12.5% increase [1] - In September, exports grew by 9.4% and imports by 15% [1] Group 2: Export Products - Key export products included integrated circuits (150.54 billion yuan, +10%), general machinery (29 billion yuan, +25%), and electrical control devices (27.72 billion yuan, +20.5%) [1] - The export of green shipping equipment, specifically liquid cargo ships, surged by 82.7% to 20.63 billion yuan [1] - "New three items" exports totaled 112.17 billion yuan, with lithium battery exports reaching 32.15 billion yuan, an increase of 20.7% [1] Group 3: Market Structure - Private enterprises emerged as a significant driver of foreign trade growth, achieving 1.32 trillion yuan in imports and exports, a 27.1% increase, contributing 8.9 percentage points to overall trade growth [2] - The share of private enterprises in total trade rose to 39.5%, a historical high, up 6.7 percentage points from the previous year [2] Group 4: Emerging Markets - Trade with emerging markets showed significant growth, with imports and exports to ASEAN, the Middle East, and Africa increasing by 12.5%, 22.9%, and 32.5%, respectively [2] - Trade with India and Mexico also grew, with respective increases of 33% and 17.4% [2] Group 5: Import Trends - High-tech product imports accelerated, totaling 601.58 billion yuan, a 6.4% increase, outpacing overall import growth by 5.3 percentage points [2] - Notable increases in imports included semiconductor manufacturing equipment (22.6%), computers and components (16.1%), and aircraft and parts (120%) [2] - Consumer goods imports decreased by 6.5% to 358.54 billion yuan, but essential items like dairy, fruits, and meat saw increases of 19.7%, 15.3%, and 2.8%, respectively [2] - Bulk commodity imports rose by 2.5%, with metal ore imports increasing by 10.4% [2]