欧美加税拦不住！中国外贸狂收45万亿，新三样出口暴涨27%

Core Insights - The total import and export value of China reached 45.47 trillion yuan in 2025, marking a 3.8% year-on-year increase, comparable to Germany's annual GDP [1] - Despite increased tariffs on Chinese electric vehicles by the EU (up to 45.3%) and stricter policies from the US, exports of new energy vehicles surged by 27.1%, indicating a significant transformation in China's foreign trade landscape [3][5] Trade Dynamics - ASEAN has become China's largest trading partner for three consecutive years, with trade volume with Belt and Road countries accounting for 51.9% of total trade, amounting to 23.6 trillion yuan, growing 2.5 percentage points faster than overall foreign trade [5][7] - China's trade partners now include over 240 countries and regions, with trade volume increasing in more than 190 of these markets, demonstrating resilience against tariff barriers [7][9] Export Strategies - The shift in export strategy from merely processing fees to establishing industry standards is evident, with Chinese companies now exporting complete energy solutions rather than just products [10][12] - In 2025, the export of self-owned brands grew by 12.9%, with market share increasing by 1.4 percentage points, showcasing the strength of China's manufacturing capabilities [14] Industry Strengths - China's complete supply chain advantage in the electric vehicle sector, from lithium mining to battery manufacturing and vehicle assembly, allows for rapid iteration and cost reduction [18][20] - The domestic market of 1.4 billion people serves as a significant accelerator for product scaling, enabling companies like CATL to dominate the global market [20][22] Long-term Strategies - The Chinese government has maintained a long-term commitment to industries like solar energy and electric vehicles, resulting in global leadership in production and cost efficiency [22][24] - The cancellation of export tax rebates in the solar industry reflects its strength and independence from subsidies, allowing for greater market share acquisition [14][28] Societal Impact - The growth in high-tech product exports (up 13.2% year-on-year) is creating numerous high-paying jobs, particularly in R&D and supply chain management [26] - The transformation in the perception of Chinese products, particularly electric vehicles, signifies a shift in national confidence and global standing [29][31]