我国外贸去年连迈两个万亿元级台阶 有AI公司海外采购订单月均翻倍

Core Insights - In 2025, China's foreign trade reached a record high, with total imports and exports amounting to 45.47 trillion yuan, a year-on-year increase of 3.8% [1] - Exports were 26.99 trillion yuan, growing by 6.1%, while imports were 18.48 trillion yuan, with a modest growth of 0.5% [1] - December 2025 saw a monthly trade record of 4.26 trillion yuan, marking a 4.9% year-on-year increase [1] Trade Performance - December 2025 exports reached 2.54 trillion yuan, a 5.2% increase year-on-year, continuing the upward trend from November [2] - The positive export performance in December is linked to progress in US-China negotiations and China's strong manufacturing capabilities [2][3] - Exports to countries involved in the Belt and Road Initiative accelerated, compensating for declines in exports to the US [3][7] Sectoral Growth - Significant growth was observed in high-tech exports, which increased by 13.2%, contributing 2.4 percentage points to overall export growth [5] - Key sectors such as integrated circuits, automobiles, and ships saw double-digit growth, with integrated circuits and ships both increasing by 27.4% [4][5] - The automotive sector, particularly Chery Automobile, reported a 17.4% increase in exports, with December exports alone rising by 46.8% [4] Regional Trade Dynamics - Trade with ASEAN countries grew by 14%, while exports to Africa surged by 26.5%, indicating a shift in trade focus [6][7] - Exports to the US fell by 19.5%, while exports to the EU increased by 9%, highlighting a diversification in trade partnerships [6][7] - The share of trade with the top ten partners decreased to 47.7%, suggesting a more balanced trade landscape [6]