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彭博:每天仍有10亿美元商品从中国运往美国
Sou Hu Cai Jing·2025-10-22 14:49

Core Insights - The trade war initiated by President Trump has been ongoing for six months, yet China's exports demonstrate resilience despite U.S. tariffs reaching 55% [1] - Approximately $1 billion worth of goods continue to be shipped daily from China to the U.S., with September exports to the U.S. slightly increasing compared to August [3] - Despite a significant overall trade decline, certain products have seen year-on-year growth, indicating limited effectiveness of U.S. tariffs in controlling imports [3] Group 1 - China's strong position in global supply chains, particularly in rare earths and electronics, makes its products difficult to replace in the short term [3] - The ongoing trade negotiations between China and the U.S. are crucial, as they may extend the 90-day tariff truce originally set to expire in November [3] - In the third quarter, over $100 billion worth of Chinese products reached the U.S., contributing to China's economic growth target of around 5% for the year, with a trade surplus of $67 billion with the U.S. [3] Group 2 - The integration between the two economies extends beyond dominant products, with specific growth in exports such as e-cigarettes and electric bicycles [4] - Exports of refined cathode copper surged to $270 million, while cable exports increased by 87% to $410 million [5] - Despite high tariffs, Chinese exports of smartphones, laptops, tablets, and computer parts to the U.S. reached nearly $8 billion from July to September, which is still substantial given the circumstances [5]