智利樱桃、墨西哥鳄梨上桌，中国外贸去美国化悄然重塑全球贸易

Core Viewpoint - China's trade strategy is undergoing a significant adjustment, focusing on "de-Americanization" amidst global trade turbulence caused by tariffs and protectionism, leading to a more resilient and diversified trade structure [1][7][10]. Group 1: Trade Dynamics - By 2026, China plans to reduce import tariffs on 935 items, reflecting a shift in consumer preferences towards products like Chilean cherries, Mexican avocados, and Argentine beef [1]. - In 2025, China's exports to the U.S. fell by 18.9% from January to November, impacting overall export growth by approximately 2.8 percentage points [3]. - The trade dependency on the U.S. has decreased from 19.2% in 2018 to 13.13% in 2023, while ASEAN's share has increased to over 15.8% [5]. Group 2: Market Diversification - China is deepening cooperation with regions such as ASEAN, Latin America, and Africa, with exports to these areas showing strong growth [8]. - The Regional Comprehensive Economic Partnership (RCEP) is enhancing regional trade, with trade volume from Belt and Road Initiative countries accounting for 35% of total trade [8]. - The China-Europe Railway Express has become a vital trade artery, with over 20,000 trains operating in 2025 [8]. Group 3: Structural Upgrades - The export structure is shifting, with intermediate and capital goods exports growing by 9.7% and 6.0% respectively in 2025, becoming key drivers of overall export growth [5]. - The share of intermediate goods in exports has risen to 45%, highlighting the competitiveness of industries such as new energy vehicles and photovoltaics [8]. Group 4: Financial Autonomy - The internationalization of the Renminbi is being promoted, with the currency's share in global payments rising to 3.2% and the Cross-Border Interbank Payment System (CIPS) covering 109 countries [8]. - By mid-2025, the People's Bank of China had signed bilateral currency swap agreements with 32 countries, totaling approximately 4.5 trillion Renminbi [8]. - The use of Renminbi in trade with Russia and Saudi Arabia has increased, with 75% of Sino-Russian trade settled in local currency [8]. Group 5: Global Trade Impact - China's trade adjustments are contributing to the formation of a multi-polar trade system, reducing reliance on a single market or currency [10]. - The U.S.-China tariff conflict may see a temporary easing, especially with the upcoming U.S. midterm elections in 2026, which could influence trade policies [10]. - Global supply chains are being reconfigured, with a notable decline in U.S. imports by 8% in 2025, while imports from Africa, the Middle East, and Latin America are increasing [10].