高盛：三大结构性利好支撑中国出口持续稳健增长

Core Viewpoint - Goldman Sachs' Asia Economic Team projects that China's actual exports are expected to achieve an annual growth rate of around 8% this year, with a forecast of double-digit growth in 2024, leading to an upward revision of the export growth forecast from 2%-3% to 5%-6% for the coming years [1] Group 1 - Structural advantages supporting China's export growth include a significant and expanding cost advantage, which is expected to continue driving an increase in global market share [1] - Increased investment in emerging economies by China is stimulating local demand for Chinese products, exemplified by the growth in capital goods exports to Africa [1] - Strong performance in high-tech product exports is attributed to policy support and robust overseas market demand, with expectations for continued strong growth driven by policy, technological advantages, and higher overseas profit margins [1]