东方金诚王青：12月芯片、汽车出口增速显著加快 贸易转移效应继续发酵
Xin Lang Cai Jing·2026-01-14 08:17
Core Viewpoint - The customs data released today indicates that China's export value in December 2025 increased by 6.6% year-on-year, with the growth rate accelerating by 0.7 percentage points compared to November [1] Group 1: Trade Performance - The trade transfer effect continued to manifest in December, leading to accelerated exports to countries involved in the Belt and Road Initiative [1] - Significant growth in exports of chips and automobiles was observed, driven by the global AI investment boom and domestic manufacturing upgrades [1]