2025年我国进出口超45万亿元，谁在拉动超预期外贸大盘

Core Viewpoint - In 2025, China's foreign trade achieved a total import and export value of 45.47 trillion yuan, marking a 3.8% increase, with exports at 26.99 trillion yuan (up 6.1%) and imports at 18.48 trillion yuan (up 0.5%), demonstrating resilience amid a complex external environment [1][2]. Group 1: Export Growth - The reasonable growth in export volume is attributed to effective qualitative improvements, particularly in high-tech product exports, which rose by 13.2%, contributing 2.4 percentage points to overall export growth [2]. - Notable increases in specific sectors include specialized equipment (20.6%), high-end machine tools (21.5%), and industrial robots (48.7%), with China becoming a net exporter of industrial robots [2]. - Traditional industries are also revitalizing, with examples such as innovative ceramic designs and the development of "desert air conditioners" by home appliance companies [2]. Group 2: Green Transition - China's exports in the green energy sector saw significant growth, with lithium batteries and wind turbine exports increasing by 26.2% and 48.7%, respectively [2]. - In the green transportation sector, electric motorcycles and bicycles grew by 18.1%, while electric locomotives increased by 27.1% [2]. - The export of industrial gas purification devices rose by 17.3%, and electric forklifts saw a 5.2% increase, showcasing China's contribution to global green transformation [2]. Group 3: Import Trends - In 2025, imports reached 18.48 trillion yuan, a historical high, maintaining China's position as the world's second-largest import market for 17 consecutive years [4]. - Despite a decline in international prices for some bulk commodities, imports still managed to grow, with a notable increase in imports observed from June onwards, culminating in a 4.4% growth in December [4]. - The "China Import" initiative and the successful hosting of the eighth China International Import Expo contributed to the expansion of imports, with a transaction value exceeding 80 billion USD [4]. Group 4: Diverse Trade Partnerships - Growth in imports was achieved from over 130 countries and regions, with notable increases from Asia (3.9%), Latin America (4.9%), and Africa (6%) [5]. - The implementation of zero tariffs on 100% of product categories for least developed countries led to a 9% increase in imports from these nations [5]. Group 5: Future Outlook - The external environment for trade remains uncertain, with pressures on foreign trade expected to persist, but China's economic fundamentals remain strong, supporting long-term positive trends in trade innovation and development [6].