【高端制造】26年1-2月整体出口开门红，欧洲细分市场出口表现强劲——行业海关总署出口月报（2026年1-2月）（黄帅斌/庄晓波/陈奇凡）

Group 1: Consumer Goods - The export value of electric tools, hand tools, and lawn mowers showed significant growth in early 2026, with year-on-year increases of 7%, 53%, and 38% respectively for January-February, and notable monthly growth rates in February of 37%, 436%, and 68% [4] - The increase in export growth is attributed to a strong recovery in overseas demand and the initiation of a restocking cycle, despite previous pressures from global tariffs leading to a shift of production capacity to Southeast Asia [4] - In the North American market, the export value of electric tools and lawn mowers has been in continuous decline for 10 months, indicating ongoing tariff impacts and slow recovery in end-demand [5] Group 2: Capital Goods - Forklift exports saw a cumulative year-on-year growth of 25% in early 2026, with significant increases in Oceania (+56%), Africa (+55%), and Europe (+46%), while North America experienced a decline of 13% [6] - Machine tool exports increased by 16% year-on-year, primarily driven by growth in Asia (+23%), with Asia accounting for 49% of total exports [7] - Industrial sewing machine exports grew by 13%, with Asia being the largest market, contributing 63% of the total export value [7]