除政策扶持外，自贸协定也为秘鲁出口增长提供有力支撑。目前，秘鲁已与22个国家和地区签署自贸协 定，为其产品进入重点市场创造优惠条件。2024年，基于这些贸易协定的出口额达649.9亿美元，占秘 鲁出口总额的87%，有效推动了对外贸易发展。 中国市场在秘鲁全球贸易版图中占据重要地位。秘鲁外贸旅游部最新报告显示，2024年中秘贸易总额为 397.58亿美元，同比增加10.9%。其中，秘鲁对华出口额为252.25亿美元，同比增长9.2%，中国市场占 秘鲁出口总额的34%。中国海关总署数据显示，2025年1至3月，中国与秘鲁双边货物进出口额为113.78 亿美元，同比增长8.9%。自2014年以来，中国已连续10年成为秘鲁第一大贸易伙伴。 2024年11月，位于秘鲁首都利马以北的钱凯港正式开港，进一步加强了秘鲁与亚洲国家的贸易联系。据 悉，钱凯港运营前3个月货物吞吐量超2.92亿美元。钱凯—上海直航开通首月，上海口岸对秘鲁进出口 总额达46.8亿元人民币，同比增长46.1%。"我们对中国市场的期望非常高。"秘鲁内政部长胡安·何塞·桑 蒂瓦涅斯表示，钱凯港将使秘鲁成为拉美地区的重要枢纽，必将为秘鲁经济做出巨大贡献，随着 ...

Core Viewpoint - China's exports in April increased by 8.1% year-on-year, reaching $315.6 billion, marking two consecutive months of growth [1] Group 1: Export Performance - Exports in April showed a slowdown compared to March's growth of 12.4% [1] - The trade surplus reached $96.1 billion due to significant export growth [1] Group 2: Import Trends - Imports decreased by 0.2% to $219.5 billion, marking two consecutive months of negative growth [1] Group 3: Export Categories - Automotive exports grew by 4%, while exports of toys, smartphones, and personal computers fell compared to the same month last year [2] Group 4: Regional Export Analysis - Exports to the United States decreased by 21% - Exports to ASEAN, the largest export destination, increased by 21% - Exports to the European Union and Japan both grew by 8% compared to the same month last year [2]

Core Viewpoint - In April, South Korea's exports reached a historical high of $58.21 billion, marking a year-on-year increase of 3.7%, while imports decreased by 2.7% to $53.32 billion, resulting in a trade surplus of $4.88 billion [1][2]. Group 1: Export Performance - South Korea's exports have shown positive growth for three consecutive months, driven primarily by semiconductor shipments, which increased by 17.2% year-on-year to $11.7 billion, setting a record for April [1][2]. - The export of automobiles decreased by 3.8% year-on-year, yet still reached $6.5 billion, the highest monthly export figure for the year so far, indicating resilient overall demand [1][2]. - Agricultural and marine product exports reached $1.1 billion, achieving the highest monthly export record for this category, influenced by the global popularity of Korean food (K-food) [1]. Group 2: Import Trends - Total imports in April amounted to $53.32 billion, reflecting a year-on-year decline of 2.7%, with energy imports dropping by 20.1% to $10 billion [2]. - Non-energy imports, including semiconductor manufacturing equipment, grew by 2.4% to $43.4 billion, with semiconductor manufacturing equipment alone increasing by 18.2% [2]. Group 3: Trade Surplus and Market Insights - The trade surplus for April reached $4.88 billion, an increase of $3.6 billion compared to the same month last year, with a cumulative trade surplus of $12.2 billion for the first four months of the year, up by $2.3 billion year-on-year [2]. - The Korean Trade Minister highlighted that despite a decline in exports to the U.S., strong performance in other major markets has helped maintain a positive growth trend [2].

日本3月对中国出口同比下滑4.8%，对美国出口增长3.1%，对欧盟出口下滑1.1%。 ...

【博时市场点评4月14日】多项数据超预期，两市震荡反弹 今日沪深三大指数震荡反弹，两市成交缩量至1.31万亿。周末央行发布3月国内金融数据，整体来看好 于预期，信贷同比多增，社融在政府债的持续高增下呈现环比走强的态势。3月的金融数据表明前期政 策出台后对经济的托底效果，社融、M1都有所回暖，但从结构上看，消费动能和需求端仍需进一步改 善。美国周末发布备忘录，豁免了部分商品的"对等关税"，欧盟也重启中国电动车关税谈判，可关注前 期超跌的相关板块的反弹机会。总体看，4月仍然建议稳健防御策略为主，配置上或可关注红利板块的 防御属性。 4月14日，海关总署披露数据，按美元计价，中国3月出口同比增长12.4%，前值同比下滑3%，去年同期 下滑7.6%。进口方面，3月同比下滑4.3%，前值增长1.5%，去年同期下滑7.6%。3月贸易顺差1，026.4 亿美元，预估为顺差751.5亿美元。 每日观点 简评：当前，我国出口确实面临复杂严峻的外部形势，但是"天塌不下来"。近年来，我国积极构建多元 化市场，深化与各方的产业链供应链合作，这不仅赋能了对方发展，也增强了我们自身的韧性。同时， 中国内需市场广阔，是重要的大后方。我们将 ...