Group 1 - China's exports to ASEAN increased by 21% year-on-year in April, compensating for a 21% decline in exports to the United States due to high tariffs imposed by the Trump administration [1][3] - Exports to Southeast Asian countries, particularly Vietnam, Thailand, and Indonesia, saw growth of 20-30%, while exports to Singapore and Malaysia rebounded by 15% in April after a decline in March [1][3] - The transition period for U.S. tariffs has led to a surge in Vietnamese exports to the U.S., with a year-on-year increase of over 30% in April, prompting an increase in imports of raw materials from China [3] Group 2 - In Indonesia, the import of Chinese electric vehicles (EVs) surged, with sales reaching four times the volume of the previous year, accounting for 14% of new car sales [4] - The influx of low-priced Chinese products is causing disruptions in local industries in Indonesia, leading to factory closures and layoffs in the textile and footwear sectors [4] - Malaysia has implemented anti-dumping duties on certain Chinese imports, reflecting growing resistance against the influx of low-priced Chinese goods [4][5]

中国正在增加对东南亚的出口（4月、山东省青岛市的港口、xinhua-kyodo） 4月中国对东盟出口额按美元计算同比增长21%。一方面，对美国的出口下降21%。对美国出货 量下降的中国造个人电脑和智能手机流入东南亚。美国总统特朗普的高关税政策是背后原因…… 受特朗普关税的影响，东南亚的来自中国的进口正在扩大。4月对美国出货量下降的中国造个人 电脑和智能手机流入东南亚。由于美国对等关税部分暂缓实施，东南亚出现紧急增加对美出口的 动向，与此同时，来自中国的零部件采购也在增加。 中国海关总署的数据显示，4月中国对东盟（ASEAN）出口按美元计算同比增长21%。增幅高于 3月的12%。针对4月将对华加征关税提高至145%的美国，中国方面的出口下降21%，而对东盟 的出口弥补了下降部分。 在东南亚区域内，尤其是面向与中国贸易往来频繁的越南、泰国和印度尼西亚的出口增长2～3 成。对新加坡和马来西亚出口3月一度下降，但4月均增长15%。 美国总统特朗普的高关税政策是背后原因。美国针对世界各国征收的对等关税已将加征部分的生 效暂缓了90天。在越南，利用这一过渡期提前向美国供货的动向加强，4月对美出口同比增长3成 以上。 越南 ...