贸易伙伴结构均衡
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报告:中国对外贸易多元化格局持续深化 贸易伙伴结构更趋均衡
Zhong Guo Xin Wen Wang· 2025-10-10 03:50
Core Insights - The report indicates that China's foreign trade diversification pattern is deepening, with a more balanced structure of trade partners [1][2] Group 1: Trade Dynamics - China has maintained a trade surplus with the US, ASEAN, Mexico, EU, and BRICS countries over the past two years, with an expansion of trade surplus with ASEAN and EU from January to August 2025 [1] - The export trade share to ASEAN, EU, Japan, and Canada has shown positive growth compared to the same period last year, reflecting a shift in trade patterns [1][3] Group 2: Trade Partner Analysis - The relationship with BRICS countries has evolved from "volatile partners" to "developing partners," indicating a deepening cooperation with emerging markets [3] - Mexico and Canada have shifted from "developing partners" to "volatile partners," reflecting the spillover effects of US tariff policies [3] - South Korea is categorized as a "stable partner," indicating a long-term cooperative relationship between Chinese suppliers and South Korean buyers [3] Group 3: Trade Volatility and Product Structure - The trade volatility index ranks ASEAN, Australia, and the EU as the top three, with significant fluctuations in product categories such as machinery and electronics, jewelry, and optical medical equipment [3] - The category of machinery and electronics, which has the highest export volume, shows notable volatility in ASEAN, BRICS, and EU markets, reflecting structural optimization driven by growth [3] - The report highlights that products representing export transformation and upgrading have seen significant increases in exports to the EU, ASEAN, and BRICS, except for transportation equipment exports to BRICS, which have declined [3]