出口专题：新三样今年以来对出口贡献不小

Contribution to Exports - New "three new" products contributed 2.5 percentage points to export growth, which is half of the 5.1 percentage points contributed by electromechanical products[1] - New "three new" products accounted for only 7.5% of the total electromechanical product exports, yet contributed approximately 50% to the growth of electromechanical exports[8] - Total export value of new "three new" products reached $126 billion, reflecting a growth of over 55% compared to the same period last year[7] Growth Drivers - The primary growth driver for new "three new" products is the electric vehicle sector, which saw a threefold increase in export value, raising its share from 14% to 38% within the new "three new" category[18] - Lithium-ion batteries, while still the largest segment within the new "three new" products, saw a decrease in share from 54% to 44% due to slower growth compared to electric vehicles[18] - Photovoltaic products experienced a decline in export value despite an increase in quantity, indicating a trend of rising volume but falling prices[18] Market Dynamics - Exports of new "three new" products are primarily directed towards Europe (39.5%) and Asia (37.1%), with a notable increase in market penetration in Africa, where the share rose to 3.1%[20][22] - Africa is the only region where the share of all categories of new "three new" products is increasing, suggesting significant growth potential in this market[20][21] - The growth rate of new "three new" products in Africa has expanded by 0.6 percentage points over the past year, indicating a rapidly developing market[20] Risk Factors - Potential risks include insufficient policy support for economic growth, lower-than-expected global economic conditions, and unexpected trade frictions[27]