45.47万亿元!多角度解码2025中国外贸硬核年报

Core Insights - China's foreign trade reached 45.47 trillion yuan in 2025, marking a 3.8% year-on-year growth, maintaining growth for the ninth consecutive year [1] - Exports grew by 6.1%, while imports saw a modest increase of 0.5% [1] - The export structure has improved, with high-tech product exports reaching 5.25 trillion yuan, a 13.2% increase, contributing 2.4 percentage points to overall export growth [1][3] Trade Characteristics - The external environment posed challenges, but measures were implemented to stabilize orders and expand markets, leading to sustained growth [1] - The number of countries and regions trading with China reached 249, with over 190 experiencing growth in trade with China [2] - Imports hit a record high of 18.48 trillion yuan, indicating a release of import potential [2] Export Dynamics - The "new three categories" (wind power equipment, new energy vehicles, and lithium batteries) have become significant drivers of economic growth, with a 27% increase in exports [4] - China solidified its position as a major global market, being the second-largest market for 17 consecutive years [3] Growth Drivers - The shift from scale-based growth to technology-driven growth is evident, with high-tech products leading export growth [4][5] - China's complete industrial chain and the emergence of innovative forces, such as AI, enhance productivity and reduce costs [5] Import Strategy - Expanding imports is viewed as a long-term strategy for high-quality development, aiming to optimize trade structure and promote balance [6][7] - Emphasis on increasing service trade is expected to become a new growth point, enhancing consumer welfare and demand for high-quality products [7] Challenges in Global Expansion - The transition from product export to technology and service export faces challenges related to external rules and standards [8] - There is a need for more companies to leverage China's AI advantages to enhance global competitiveness and establish a mutually beneficial industrial ecosystem [8]