Group 1: Consumer Goods - The overall performance of consumer goods, including electric tools, hand tools, and lawn mowers, shows mixed results with export growth rates for 2025 projected at -2%, -6%, and +32% respectively, with December showing month-on-month changes of -5pcts, -4pcts, and +7pcts [4] - Exports to North America for electric tools, hand tools, and lawn mowers are expected to decline significantly in 2025, with cumulative amounts showing year-on-year decreases of -25%, -10%, and -17% respectively, indicating a slow recovery in end-demand [5] - The European market shows resilience, particularly for lawn mowers, with a projected export growth of +52% in 2025, contributing to a 72% share of total exports to Europe, reflecting strong demand [5] Group 2: Capital Goods - Forklift exports are projected to grow by +1% in 2025, with significant increases in emerging markets such as Africa (+35%), Asia (+16%), and Latin America (+13%), while North America and Europe are expected to see declines of -17% and -14% respectively [6] - Machine tool exports are expected to increase by +12% in 2025, driven primarily by growth in Asia (+22%), with Asia accounting for 50% of total exports [6] - Mining machinery exports are projected to have a cumulative share of 42% to Asia, 25% to Africa, and 17% to Europe, with growth rates of +25%, +36%, and +15% respectively [7]

Group 1: Consumer Products - The export growth rates for electric tools, hand tools, and lawn mowers from January to November 2025 are -1%, -6%, and 34% respectively, with November showing a month-on-month increase due to the fading high base effect and strong seasonal demand for replenishment in overseas markets [4] - Exports of electric tools, hand tools, and lawn mowers to North America from January to November 2025 have seen significant declines of -21%, -10%, and -14% respectively, with November figures showing a year-on-year drop of -40%, -17%, and -44% [4] - Lawn mower exports are primarily directed towards Europe, with 63% of exports in 2024 and 71% in January to November 2025, showing a year-on-year growth of 20% in the same period [5] Group 2: Capital Goods - Industrial sewing machines have the highest export market in Asia, accounting for 67% of total exports from January to November 2025, with major markets including Vietnam, India, and Indonesia [6] - Forklift exports are primarily to Europe (34%), Asia (30%), and Latin America (15%), with a notable decline in the European market share due to the situation in Russia [6][7] - Machine tool exports are mainly directed towards Asia, with a 50% share in January to November 2025, while exports to Russia have fluctuated significantly, dropping from 22% in 2023 to 10% in 2025 [7] - Mining machinery exports are led by Asia, Africa, and Europe, with cumulative export growth rates of +23%, +33%, and +19% respectively from January to November 2025 [7] - Emerging markets in Africa, Asia, and Latin America have shown strong growth, with forklift exports to these regions increasing by 36%, 16%, and 12% respectively [7]