《广东外经贸报告2025》发布：外贸结构加速重塑 新兴市场成为增长主引擎

Core Insights - The report highlights the resilience of the global economy despite uncertainties from new U.S. tariff policies, with emerging economies like China maintaining growth momentum, contributing to an expansion in global trade [1] - The Guangdong Foreign Trade Research Report 2025 aims to address how China's largest foreign trade province can maintain its advantages and build new growth drivers amid global supply chain restructuring and rising geopolitical risks [1] Group 1: Economic Context - The external trade sector is under pressure to "improve quality and efficiency" due to weak global economic recovery and heightened supply chain security concerns, necessitating structural upgrades and rule innovations for new growth sources [2] - Guangdong's foreign trade performance serves as a regional and national demonstration effect, reflecting its role as a frontier of reform and opening up [2] Group 2: Trade Performance - Guangdong's foreign trade resilience is supported by stable performance in key industries, with electromechanical products and audio-visual equipment accounting for 55.68% of the province's total import and export value, with both scale and growth rates ranking among the best in the country [2] - The structure of trade methods is evolving, with general trade remaining dominant while logistics in customs special supervision areas and bonded supervision sites seeing growth rates exceeding 20%, indicating improved supply chain efficiency through institutional openness [2] Group 3: Trade Partner Dynamics - The trade partner structure shows Guangdong's deep integration into the global network, with stable trade with traditional markets like Hong Kong, the U.S., Japan, and South Korea, while also experiencing rapid growth in emerging markets such as the UAE, Brazil, and Poland, with Brazil becoming a new highlight [2] Group 4: Challenges and Opportunities - The horizontal comparison reveals transformation pressures in traditional sectors like textiles and chemicals, as new productivity standards become crucial for trade competitiveness [3] - Emerging fields such as artificial intelligence, digital trade, and Belt and Road cooperation are reshaping the global economic landscape, with the report outlining paths for Guangdong's foreign trade upgrade through digital infrastructure development, service trade expansion, and innovative enterprise "going global" models [3] Group 5: Future Research Directions - The report marks a significant step in the systematic, data-driven, and forward-looking study of Guangdong's foreign trade, with a commitment to focus on global trade pattern evolution, new productivity, AI integration, digital trade rules, and high-quality Belt and Road cooperation for actionable insights to support government decision-making and enterprise globalization [3]