关税政策致美失去德最大贸易伙伴地位

Core Insights - The United States has lost its position as Germany's largest trading partner, with China taking the lead as of the first eight months of 2025 [1] Trade Data Summary - Germany's exports to the U.S. for the first eight months of this year amounted to €101 billion, reflecting a year-on-year decline of 6.5% [1] - In August alone, exports to the U.S. were €10.9 billion, showing a month-on-month decrease of 2.5% and a year-on-year drop of 20.1%, marking the lowest level since November 2021 [1] - Germany's imports from the U.S. during the same period totaled €63.4 billion [1] Trade with China - In the first eight months of 2025, Germany's exports to China reached €55 billion [1] - Imports from China increased by 9%, totaling €111.3 billion, solidifying China's position as Germany's largest source of imports [1] Market Dynamics - Dirk Jandura, President of the German Wholesale and Foreign Trade Association, indicated that U.S. tariff policies are a significant factor contributing to the decline in German exports to the U.S. [1] - There has been a noticeable decrease in demand in the U.S. market for traditional German export goods such as automobiles, machinery, and chemical products [1]