12月进出口数据快报

1. Report's Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - In December, China's imports and exports both outperformed expectations against a high - base backdrop. The trade surplus reached $114.14 billion [3]. - In 2026, export growth may remain resilient. Exports to the US may slightly recover, while exports to the EU may continue to slow, and exports to ASEAN and other neighboring countries are expected to drive overall export growth. Imports of commodities and high - tech products are accelerating, and future import volumes are expected to be further boosted by domestic demand expansion policies [3]. 3. Summary by Related Content 3.1 December Import and Export Data - Exports in December increased by 6.60% year - on - year, with an expected increase of 2.22%. Imports increased by 5.70% year - on - year, compared to a 1.90% increase in the previous period [3]. 3.2 Export Market Analysis - The top three export markets in December were ASEAN, the EU, and the US. Exports to ASEAN increased by 11.15% year - on - year, to the EU by 11.63%, and to the US decreased by 30.01% year - on - year [3]. - Exports of high - tech products, such as special equipment, high - end machine tools, and industrial robots, increased significantly [3]. 3.3 Import Analysis - In December, import value rebounded, and the year - on - year growth rate improved significantly. The import value of copper ore and its concentrates increased by 33.21% year - on - year, becoming one of the main drivers of import growth [3]. 3.4 Outlook for the Future - In 2026, export growth may remain resilient. Exports to the US may see a slight recovery in the context of the phased easing of Sino - US economic and trade relations. EU demand may continue to weaken, and exports to the EU may continue to slow. Exports to ASEAN and other neighboring countries are expected to drive overall export growth [3]. - Imports of commodities and high - tech products are accelerating, and future import volumes are expected to be further boosted by domestic demand expansion policies [3].