“新三样”激活产业升级动能、“新市场”开拓发展纵深 开放双轮稳定器护航中国外贸

Core Viewpoint - China's foreign trade is experiencing strong export growth, particularly in the sectors of new energy vehicles, lithium batteries, and photovoltaic products, while diversifying trade with ASEAN and Belt and Road Initiative countries [1][3] Group 1: Export Growth and Market Diversification - The "new three items" (new energy vehicles, lithium batteries, and photovoltaic products) are positioned as a dual stabilizer for foreign trade, alongside new market development [3] - In the first three quarters of 2025, China's imports and exports to ASEAN increased by 9.6%, while trade with Belt and Road countries grew by 6.2%, with the latter accounting for 51.7% of China's total trade [3] Group 2: Resilience and Stability - The diversified layout serves as a stabilizing anchor against economic cycles, as traditional markets in Europe and the US face geopolitical conflicts and weak demand, while the "new three items" benefit from the global green transformation [3] - Exports of "new three items" and green products like electric locomotives saw double-digit growth in the same period [3] Group 3: Industrial Collaboration and Supply Chain - ASEAN and Belt and Road countries are in a phase of industrialization and energy transition, acting as both demand and collaborative partners for China's new energy products [4] - Countries like Thailand and Vietnam are integrating Chinese brands into their local manufacturing, creating a global supply chain network that mitigates external risks [4] Group 4: Sustainable Ecosystem and Technological Advancement - The diversified layout represents an upgrade to a sustainable ecosystem, moving beyond traditional product sales to include technology standards and green solutions [6] - Chinese battery manufacturers are establishing factories in Hungary, while photovoltaic companies are involved in Saudi Arabia's desert solar projects, providing comprehensive lifecycle solutions [6] Group 5: Comprehensive Network Formation - The activation of industrial upgrade momentum through the "new three items" and the exploration of new markets has transformed China's foreign trade from mere scale expansion to a multi-dimensional network of technological leadership, market synergy, and ecological prosperity [8]