印度出口正“重塑全球贸易DNA”？

Core Insights - India's electronic product exports have surged from $15.6 billion to $22.2 billion, marking a 42% year-on-year increase, potentially making it the second-largest export category after engineering products in the coming years [1] - The growth of electronic exports is attributed to the government's Production Linked Incentive (PLI) scheme, transforming India from a net importer to a net exporter of smartphones [1] - In FY2022, electronic products ranked as India's seventh-largest export category, surpassing jewelry, chemicals, pharmaceuticals, and garments in recent years [1] Group 1 - The export of electronic products has increased by 63% over the past three years, with projections indicating a potential doubling of exports from FY2023 to FY2026 [1] - In September, smartphone exports were estimated to exceed $1.8 billion, reflecting a growth of over 95% compared to the previous year [1][2] - Nearly half of the electronic export value comes from Apple iPhone shipments, with iPhone exports valued at approximately $10 billion, accounting for about 45% of total electronic exports [2] Group 2 - The decline of oil products as a major export category is noted, with oil exports expected to drop from $97.4 billion in FY2023 to $63.3 billion in FY2025 [2] - The decrease in oil exports is attributed to the loss of cost advantages due to U.S. sanctions affecting low-cost Russian oil supplies [2] - Despite significant progress in the electronic manufacturing sector, challenges remain, including a reliance on imports for over 80% of electronic components, which raises production costs by 10%-20% compared to countries like China and Vietnam [2]