“新三样”出海月报|11月“新三样”出口增速进一步加快，墨西哥成最大贡献市场

Core Insights - The report highlights the export performance of China's "New Three Samples" products, which include lithium-ion batteries, solar cells, and electric passenger vehicles, showing significant growth in both export value and volume in 2025 [1][2]. Export Performance - From January to November 2025, the total import and export value of "New Three Samples" reached $162.9 billion, a year-on-year increase of 20.8%. Exports accounted for $156.6 billion, up 23.1%, while imports were $6.3 billion, down 17.3% [1]. - In November alone, the total export value of "New Three Samples" was $17.03 billion, with a year-on-year growth of 51.3% and a month-on-month increase of 0.1% [1][3]. Product Breakdown - The export shares of lithium-ion batteries, electric passenger vehicles, and solar cells in the "New Three Samples" were 44.2%, 39.3%, and 16.5%, respectively. The shares of lithium-ion batteries and electric vehicles increased by 0.9 and 5.1 percentage points, while solar cells decreased by 6.0 percentage points compared to the previous year [2][7]. - In November, the export value of lithium-ion batteries was $7.05 billion, with a year-on-year increase of 17.0%. The export volume was approximately 54.7 million units, reflecting a 20.2% increase [3][4]. - Solar cell exports saw a significant recovery, with a value of $2.45 billion in November, marking a 35.3% year-on-year increase and a 19.9% month-on-month growth in volume [4]. - Electric passenger vehicles experienced a remarkable growth, with exports valued at $7.53 billion in November, a 120.1% year-on-year increase [5]. Regional Contributions - In November, 26 out of 31 provinces reported growth in "New Three Samples" exports, with Anhui province contributing the most, showing a year-on-year increase of 248.2% [7][9]. - Shanghai followed Anhui in contribution, with a year-on-year growth of 113.5% despite a month-on-month decline of 33.5% [9]. Export Destinations - The top export destinations for "New Three Samples" in November were the United States, Germany, and Mexico, with Mexico showing the largest growth contribution [11][13]. - Exports to the U.S. saw a year-on-year decline of 43.6%, although it remained the largest destination for "New Three Samples" [18][19]. Market Trends - The report indicates a diversification in export destinations, with the share of the top 20 destinations reaching a historical low of 67.6% [19]. - Southeast Asia emerged as the region contributing the most to the growth of "New Three Samples" exports, with a year-on-year increase of 100.7% [14][15].