光伏、锂电、汽车杀疯了!“新三样”海外狂卖1.3万亿,中国制造无人能挡
Sou Hu Cai Jing·2026-01-15 10:09

Core Viewpoint - China's manufacturing industry has demonstrated remarkable resilience and growth, solidifying its position as a global manufacturing powerhouse despite challenges such as trade wars [2][3]. Group 1: Trade Performance - By 2025, China's foreign trade imports and exports are projected to reach 45.47 trillion yuan, setting a historical record [1]. - Exports of the "new three items" (new energy vehicles, lithium batteries, and photovoltaic products) are expected to reach 1.3 trillion yuan, reflecting a 27% increase year-on-year [1]. - In the first 11 months of 2025, China's trade surplus surpassed 1 trillion USD, marking a record high [1]. Group 2: Manufacturing Dominance - China possesses the most comprehensive industrial system globally, leading in the production of a vast majority of 504 industrial products [4]. - The country dominates the global market for lithium batteries, producing over 75% of the world's supply, and six of the top ten battery manufacturers are based in China [5]. - China's new energy vehicle production accounts for 60% of the global market share, with two out of every three electric vehicles sold worldwide being manufactured in China [6]. Group 3: Technological Advancements - China has made significant strides in high-tech manufacturing, including breakthroughs in solid-state batteries and high-speed rail technology, which have become symbols of Chinese manufacturing excellence [9]. - The country is also advancing in critical areas such as quantum communication and high-voltage transmission technology, with commercial applications being implemented globally [10]. - Despite existing gaps in high-end chips and key materials, China is actively working to overcome these challenges, with notable progress in domestic production capabilities [8].