一文看透！“十五五”时期跨境贸易投资新动向

Core Insights - The article discusses the new trends in China's cross-border trade and investment during the "15th Five-Year Plan" period, highlighting the shift towards new trade methods and products that are reshaping the domestic and international markets [2][4]. Trade Growth and Innovations - In the first 11 months of the year, China's total import and export value reached 41.21 trillion yuan, a year-on-year increase of 3.6%, with November's trade growth rebounding to 4.1% [6]. - The cross-border e-commerce sector in Yiwu has seen significant growth, with the import clearance list surpassing 100 million orders, marking a historic milestone [2]. - The introduction of "smart supervision" measures at customs has improved efficiency, allowing vehicles to pass through with minimal delays [2]. New Product Trends - The share of high-tech and high-value-added products in China's exports is rapidly increasing, with integrated circuits and electric vehicles leading the way [5][6]. - The contribution of electromechanical products to export growth was 87% in the first ten months, with a notable increase in the export of intermediate goods [6]. Internationalization and Market Expansion - Chinese companies are accelerating their internationalization efforts, with a focus on expanding into emerging markets in the Global South, as evidenced by the increasing share of low- and middle-income economies in China's imports and exports [8][9]. - The report indicates that by 2026, the focus of global trade is expected to shift towards emerging hubs in the Global South, challenging traditional Western centers [8]. Investment Trends - China's foreign direct investment (FDI) has surpassed $170 billion, reflecting a significant shift from being an investment-receiving country to an investment-sending country [9]. - The manufacturing sector now accounts for a larger share of China's overseas investments compared to resource extraction industries [9]. Future Directions - The "15th Five-Year Plan" emphasizes the need for innovation in foreign trade, including optimizing trade structures and expanding service and digital trade [11]. - There is a call for enhancing the dual flow of goods and factors across borders, balancing exports and imports to strengthen China's economic position [12][13].