时隔一年，东大夺回头把交椅！全球“去美国化贸易”正在悄然开启

Group 1 - China has regained its position as Germany's largest trading partner, surpassing the US in trade volume for the first eight months of 2025, with a total trade of 163.4 billion euros compared to 162.8 billion euros with the US [1][3] - The US's trade policies, particularly the reinstatement of tariffs under Trump's administration, have led to a significant decline in German exports to the US, which fell by 7.4% year-on-year to 99.6 billion euros in the first eight months of 2025 [3][4] - The German automotive and parts industry has been heavily impacted, with a net loss of over 51,500 jobs, representing nearly 7% of the sector, as major companies like Mercedes-Benz and Volkswagen are forced to cut costs [4] Group 2 - The trend of "de-Americanization" in global trade is evident, with countries in Europe and Latin America increasingly collaborating with China, as seen in Brazil's trade with China growing by 12% in the first half of 2025 [5] - Southeast Asia is also deepening trade ties with China, with trade between China and ASEAN countries increasing by 8.3% in the first three quarters of 2025, particularly in electronics and digital economy sectors [5][6] - China's economic strength and commitment to open cooperation are driving a shift in the global economic focus towards the East, with China contributing over 30% to global economic growth in the first half of 2025 [6][8]