从轨道车轮到AI储能 中国服务出海“含金量”持续提升

Core Insights - China's service trade continued to grow steadily in the first 11 months of last year, with knowledge-intensive services and travel services being significant growth drivers [1][2] Service Trade Overview - The total service trade import and export amounted to 72,023.7 billion yuan, representing a year-on-year increase of 7.1%. Exports reached 31,980.1 billion yuan, growing by 13.4%, while the service trade deficit decreased by 2,796.3 billion yuan [1] Knowledge-Intensive Services - Knowledge-intensive service trade maintained growth, with imports and exports totaling 27,305.7 billion yuan, an increase of 5.6%. Other business services, telecommunications, computer, and information services saw rapid growth. The surplus in knowledge-intensive services expanded to 4,723.7 billion yuan, an increase of 1,067.4 billion yuan compared to the previous year [1] Travel Services - Travel service imports and exports reached 19,762.7 billion yuan, growing by 8.2%. Exports surged by 51.3%, while imports increased by 1.9% [2] Manufacturing and Technology Export - A manufacturing company in Henan has developed a highly efficient production line for rail wheels, producing one every 57 seconds. This line not only fulfills production tasks but also serves as a platform for exporting new technology [4][6] - The company transitioned from merely selling equipment to providing comprehensive solutions, including installation, maintenance, and remote operation services, with annual revenue exceeding 200 million yuan [8] AI and Energy Solutions - A company in Inner Mongolia is collaborating with a UK energy firm to provide AI-based solutions for a large battery storage project. This reflects a shift from selling equipment to offering integrated smart systems that stabilize the grid and optimize trading [10][14] - The company's AI trading technology allows for millisecond-level responses to real-time price fluctuations, significantly improving trading efficiency [12] Strategic Development - The Ministry of Commerce emphasizes the importance of integrating high-value mechanical equipment exports with technical services, leading to a new model of collaborative export of Chinese equipment, technology, and services [17]