【机械】3月出口延续1月增长态势，割草机、缝纫机数据亮眼 ——机械行业海关总署出口月报（十）（黄帅斌/陈佳宁/汲萌/李佳琦）

Group 1: Consumer Goods - The core consumer goods include electric tools, hand tools, and lawn mowers, primarily targeting high-end markets in Europe and the US [3] - In March 2025, US retail sales increased by 1.4%, surpassing market expectations of 1.3%, with core retail sales rising by 0.5% [3] - The increase in March retail data is attributed to preemptive consumer purchasing ahead of tariff impositions, which may lead to a decline in future retail performance due to demand being pulled forward [3] - Consumer confidence in the US fell by 6.2 percentage points to 50.8 in April, the lowest level since July 2022, indicating potential pressure on future retail data [3] Group 2: Capital Goods - The export characteristics of industrial sewing machines show Asia as the largest market, accounting for 68% of export value in 2024, with key countries including Turkey, Vietnam, and Singapore [5] - Forklift exports are primarily directed towards Asia and Europe, with respective export value shares of 30% and 34% in 2024 [5] - Machine tool exports are predominantly to Asia, maintaining around 50% of export value from 2019 to 2024, with notable fluctuations in exports to Russia [5] - Mining machinery exports are led by Asia, Africa, and Europe, with cumulative export value shares of 41%, 22%, and 20% respectively in the first quarter of 2025 [5] Group 3: Engineering Machinery - Cumulative export value of engineering machinery grew by 10% year-on-year in the first quarter of 2025, with Africa showing the highest growth rate at 128% [6] - The cumulative export value to Asia accounted for 43% of total exports, while exports to Africa increased significantly, raising its share to 19% [6] - In March 2025, the export growth rates for major engineering machinery categories were 6% for general machinery, 14% for excavators, 21% for tractors, and 24% for mining machinery [9] - Cumulative growth rates for these categories in the first quarter of 2025 were 10% for general machinery, 22% for excavators, 31% for tractors, and 18% for mining machinery [9]