以绿色竞争力赢得外贸新优势

Core Insights - China's foreign trade has successfully met its annual targets, showcasing resilience and vitality despite complex international economic conditions [1] - The strong performance is attributed to a complete manufacturing system, dynamic business entities, and increasingly diversified market strategies, rather than a single industry advantage or policy reliance [1] Group 1: Trade Performance - In the first 11 months of 2025, China's total goods trade value exceeded 41 trillion yuan, marking a year-on-year growth of 3.6% [1] - Private enterprises accounted for over 50% of the total trade, with imports and exports to Belt and Road Initiative countries making up 51.8% [1] - High-tech, high-value-added, and competitive products have replaced traditional labor-intensive products, with electromechanical product exports exceeding 60% [1] Group 2: Challenges and Shortcomings - The EU's carbon tariff has expanded from steel and aluminum to batteries, potentially impacting over 100 billion euros worth of Chinese exports [2] - High-end chips and precision instruments remain vulnerable to supply chain constraints, particularly affecting small and medium-sized enterprises that constitute over 90% of foreign trade companies [2] - The transition from "scale expansion" to "quality improvement" in foreign trade presents significant challenges that go beyond mere technical or cost issues [2] Group 3: Future Directions - The implementation of the EU Carbon Border Adjustment Mechanism (CBAM) in 2026 presents both challenges and opportunities for China's foreign trade, necessitating a shift towards green transformation [2] - Enhancing carbon management capabilities is crucial for responding to carbon tariffs and achieving carbon neutrality goals, which are integral to building a strong trade nation [2] - The future of foreign trade competition will focus on understanding regulations, sustainability, and intelligence rather than just volume and scale [3]