解锁首破45万亿元外贸的成长密码

Core Insights - China's foreign trade achieved a record high of 45.47 trillion yuan in 2025, marking a 3.8% year-on-year growth and maintaining a growth trend for nine consecutive years [1][4] Group 1: Trade Structure Changes - The diversification of markets has strengthened China's foreign trade, with trade relations established with over 240 countries and regions, and over 190 of them experiencing import and export growth [1] - Trade with Belt and Road Initiative countries reached 23.6 trillion yuan, a 6.3% increase, accounting for 51.9% of total trade, with exports to emerging markets like Africa and Latin America growing by 18.4% and 6.5% respectively [1][2] Group 2: Export Structure Upgrade - High-tech product exports grew by 13.2%, significantly outpacing overall export growth, with green products like "new three items" and wind turbine generators seeing increases of 27.1% and 48.7% respectively [2] - The export of self-owned brand products rose by 12.9%, increasing their share of total exports by 1.4 percentage points, indicating a shift towards brand-oriented exports [2] Group 3: Corporate Vitality - Over 780,000 entities recorded import and export activities in 2025, with private enterprises' exports increasing by 7.1%, now accounting for 57.3% of total trade [3] - The customs authority has implemented 29 policy measures to facilitate cross-border trade, enhancing the interaction between policy support and corporate efforts [3] Group 4: Future Outlook - The foundation of China's foreign trade remains solid, with expectations for continued growth driven by new trade formats like cross-border e-commerce and market procurement [3][4] - The successful completion of the "14th Five-Year Plan" and the beginning of the "15th Five-Year Plan" provide a strong starting point for future trade development [4]