Core Viewpoint - China's foreign trade showed a strong start in 2026, with a year-on-year growth of 18.3% in the first two months, indicating resilience and vitality in the sector [1][2]. Group 1: Trade Performance - The total value of China's goods trade in the first two months reached 7.73 trillion yuan, reflecting an 18.3% increase year-on-year [1]. - Exports amounted to 4.62 trillion yuan, growing by 19.2%, driven by new momentum and diversified markets [1]. - Imports totaled 3.11 trillion yuan, with a growth rate of 17.1%, supported by strong consumer demand during the Spring Festival [1]. Group 2: Trade Methods and Partners - General trade saw a total of 4.78 trillion yuan in imports and exports, increasing by 13.5%; processing trade reached 1.43 trillion yuan, up by 19.3%; and bonded logistics trade grew by 36.9% to 1.24 trillion yuan [1]. - Trade with ASEAN countries totaled 1.24 trillion yuan, a 20.3% increase; trade with the EU was 998.94 billion yuan, up by 19.9%; while trade with the US decreased by 16.9% to 609.71 billion yuan [1]. Group 3: Trade Entities - Private enterprises accounted for 4.51 trillion yuan in imports and exports, growing by 22.8%; foreign-invested enterprises reached 2.2 trillion yuan, up by 15.3%; and state-owned enterprises reported 1 trillion yuan, with a growth of 7.4% [2]. Group 4: Economic Factors - The positive trade performance is attributed to four main factors: global demand recovery, policy benefits, industrial advantages, and the vitality of micro-entities [2]. - The manufacturing PMI remains above the threshold, indicating marginal improvement in global demand [2]. - The dual-driven pattern of "emerging industries leading + traditional industries stabilizing" supports high growth in medium and high-end manufacturing exports [2].
外贸“开门红”!前2个月我国货物贸易进出口同比增长18.3%
券商中国·2026-03-10 03:57