2025.07. 14 本文字数：3217，阅读时长大约5分钟 作者 | 第一财经 缪琦 面对复杂严峻的国际形势，中国外贸保持较强韧性。 最新公布的海关数据显示，2025年上半年，我国货物贸易进出口21.79万亿元人民币，同比增长 2.9%。其中，出口增长7.2%，进口增长2.3%。 和前5个月数据相比，出口增速持平，进口增速转负为正，也拉动进出口增速提高了0.4个百分点。 这是在前5个月增速较前4个月加快0.1个百分点的基础上持续提升。 6月三项指标全部正增长，对美回升 月份进出口值从5月份不到3000亿元，回升到超过3500亿元，同比降幅也明显收窄。今年上半年， 我国对美国进出口同比下降9.3%。其中，出口下降9.9%，进口下降7.7%。 中泰证券研究所首席分析师杨畅分析称，按美元计，6月出口同比增长5.8%，较上月同比增长的 4.8%提高1.0个百分点。从绝对金额来看，6月较上月也实现环比增长，尽管面临上年基数走高的挑 战，仍然拉动上半年同比增速上行。其中，6月对美出口降幅收窄18.4个百分点，绝对金额约381.7 亿美元，较上月回升了近百亿美元；对美出口金额占出口总额的比重从上个月的9.1%回升至 1 ...

7月14日周一，海关总署公布的数据显示，按人民币计，6月份，中国进口同比增长2.3%，为今年2月以来首次增长。6月出口同比增长5.2%，规模是历史上 月度进出口的第二高位。 在大宗商品出口中，中国6月稀土出口继续攀升，创下2009年以来最高水平。另外，二季度钢铁出口创纪录高位，强劲的钢铁出口帮助支撑了铁矿石进口，6 月铁矿石进口量升至今年最高水平的近1.06亿吨。 在其他大宗商品进口中，6月原油进口也达到近5000万吨的三个月高点，未锻造铜进口量也处于三个月高位，天然气进口量攀升至1月以来的最高水平，大豆 进口量保持在1200万吨以上的高位。煤炭进口量暴跌至3300万吨，为2023年2月以来的最低水平。 稀土出口继续攀升、钢铁出口创纪录增长 继5月稀土出口大增之后，6月稀土出口量继续攀升至7742.2吨，环比增长32.4%，同比增长60%。 值得注意的是，这涵盖矿物或金属形式的出口。6月所有稀土产品出口数据将于周五公布，包括磁铁在内的分项数据将于周日公布。 另外，今年二季度，全球最大钢铁生产国的出口量超出市场预期。 据统计数据显示，中国在4月至6月期间，用于建筑、汽车和家电的成品钢出口量达到3070万吨，同比 ...

Regulatory Approval - Market regulators approved Synopsys' acquisition of Ansys' equity with restrictive conditions [1] Export Restrictions - The US government has lifted export restrictions on chip design software to China for Siemens AG [1] - Siemens has restored full access to its software and technologies for Chinese customers [1] EDA Software Vendors - Cadence Design Systems and Synopsys have not yet responded to the lifting of export restrictions [1]

Group 1 - The core issue is the significant increase in antimony oxide imports to the U.S. from Thailand and Mexico, which lack relevant industrial chains, indicating potential circumvention of export restrictions on Chinese rare earth resources [3][6]. - From December 2023 to April 2024, the U.S. imported 3,834 tons of antimony oxide from Thailand and Mexico, surpassing the total imports from the previous three years [3]. - The imports from Thailand and Mexico have surged despite these countries not being in the top ten overseas customers for Chinese antimony exports in 2023, highlighting a shift in trade patterns [3][6]. Group 2 - Industry experts emphasize the critical role of minerals like antimony and gallium in global supply chains, particularly in telecommunications and military technologies, with the U.S. fifth-generation fighter jet industry heavily reliant on gallium imports [7]. - Despite a year-long export ban on rare earths from China, there are still instances of smuggling and third-party exports to the U.S., indicating gaps in enforcement [7][12]. - Recommendations include implementing a blockchain-based electronic ID for rare earth shipments to enhance traceability and prevent misreporting and smuggling [9][12]. Group 3 - To improve export control measures, it is suggested that penalties for smuggling be increased, categorizing it as a "national security crime" and pursuing criminal liability for organizers [12]. - Importers should be required to provide real user information and undergo random inspections to ensure compliance with declared purposes [9][12]. - Countries like Thailand and Mexico, which have seen abnormal increases in imports, should be closely monitored, and their smelting capacity should be verified [9][12].

面对单边主义、保护主义，中国不断扩大"朋友圈"，也实现了"变量可控"。 面对复杂严峻的国际形势，中国外贸保持较强韧性。 最新公布的海关数据显示，2025年上半年，我国货物贸易进出口21.79万亿元人民币，同比增长2.9%。 其中，出口增长7.2%，进口增长2.3%。 和前5个月数据相比，出口增速持平，进口增速转负为正，也拉动进出口增速提高了0.4个百分点。这是 在前5个月增速较前4个月加快0.1个百分点的基础上持续提升。 6月三项指标全部正增长，对美回升 在7月14日国新办举行的新闻发布会上，海关总署副署长王令浚用"总量增长、质量提升、变量可控"来 总结上半年的外贸表现。 在总量上，我国进出口已经连续9个季度运行在10万亿元以上，今年上半年进出口比去年上半年增加了 6000多亿元。进入6月份，进出口、出口、进口三项指标同比全部实现正增长，而且增速都在回升。 具体而言，6月份的进出口规模3.85万亿元，增长5.2%，规模是历史上月度进出口的第二高位。其中， 出口2.34万亿元，增长7.2%，增长较快的包括电子元件、船舶等；进口1.51万亿元，增长2.3%，增长较 快的有自动数据处理设备的零附件、干鲜瓜果等。 面 ...

Group 1 - The Chinese Ministry of Commerce is expediting the review of export license applications for rare earths, emphasizing the importance of maintaining global supply chain stability [1] - China has approved a certain number of compliant applications and aims to strengthen communication with relevant countries regarding export controls [1] - China holds a dominant position in the supply of critical minerals such as antimony, gallium, and germanium, which are widely used in telecommunications, semiconductors, and military technology [1] Group 2 - Recent reports indicate that a significant amount of antimony has been imported by the U.S. from Thailand and Mexico, raising suspicions about these countries acting as intermediaries [3] - A specific company in Thailand reportedly shipped 3,366 tons of antimony products to the U.S. within six months, marking a 27-fold increase year-on-year [3] - Investigations reveal that Chinese companies are disguising antimony ore as iron or zinc ore for customs clearance, subsequently routing it through Southeast Asia or Latin America to reach U.S. military production lines [3] Group 3 - In response to the exposure of smuggling channels, the Chinese Ministry of Commerce has launched a special operation to combat illegal exports of strategic minerals [5] - The initiative aims to address issues such as false declarations, smuggling, and third-country transshipment, showcasing a commitment to closing regulatory loopholes [5] - The Ministry emphasizes understanding and accommodating reasonable civilian demands from other countries while ensuring compliance in export license approvals [5] Group 4 - The U.S. interest in Thailand and Mexico is attributed to their geographical proximity to China, which reduces logistics costs, and Mexico's access to the U.S. market through the USMCA [7] - Chinese enterprises are allowed to export antimony raw materials to Thailand and Mexico, where they can be processed and sold to the U.S. under a "non-Chinese origin" label, a practice not explicitly prohibited by law [7] - Following U.S. tariff threats, Thailand has made concessions and submitted a new trade proposal to the U.S. to avoid high tariffs on its exports [7] Group 5 - After Thailand's proposal submission, the U.S. announced a 36% tariff on Thai goods, which has been met with strong opposition from Thai officials [8] - Thai officials are preparing for further negotiations in light of the U.S. tariff decision, indicating ongoing tensions in trade relations [8] - The Thai government is actively seeking to adjust its trade strategies to mitigate the impact of U.S. tariffs on its exports [8]

智通财经7月14日午间新闻精选 1、据海关统计，今年上半年，我国货物贸易进出口21.79万亿元，同比增长2.9%。其中，出口13万亿 元，增长7.2%；进口8.79万亿元，下降2.7%。 4、比特币突破12万美元关口，续创历史新高。 5、截至午间收盘，上证指数涨0.43%，深证成指跌0.23%，创业板指跌0.74%。恒生指数涨0.11%，恒生 科技指数涨0.2%。 2、海关总署副署长王令浚在国新办新闻发布会表示，中美双方团队正在加紧落实伦敦框架有关成果。 3、中国煤炭运销协会近日召开上半年煤炭经济运行分析座谈会。会议强调，加强行业自律，整治内卷 式竞争，促进煤炭市场供需平衡。 ...

中国6月稀土出口7,742.2吨；1-6月累计稀土出口32,569.2吨，同比增11.9%。 ...

中国6月原油进口4,988.8万吨；1-6月累计原油进口27,938.6万吨，同比增1.4%。 6月成品油出口533.5万吨；1-6月累计成品油出口2,718.6万吨，同比降9.7%。 6月成品油进口338.2万吨；1-6月累计成品油进口1,936.1万吨，同比降21.9%。 6月煤及褐煤进口3,303.7万吨；1-6月累计煤及褐煤进口22,170.2万吨，同比降11.1%。 6月天然气进口1,054.5万吨；1-6月累计天然气进口5,955.0万吨，同比降7.8%。 ...

海关总署：中国1-6月成品油出口2718.6万吨。 ...