近日，我国各大港口频传喜讯——宁波舟山港2025年集装箱吞吐量突破4000万标准箱；青岛港 （601298）今年货物吞吐量累计突破7亿吨，较2024年突破7亿吨提前15天；"中国洋浦港"登记国际船舶 总运力突破700万载重吨……活力涌动的港口码头，蕴含着我国扩大高水平对外开放、推动科技创新和 产业创新深度融合的成果，展现出我国货物贸易进出口不断涌现新动能的生动局面。 另据交通运输部数据，1月份至10月份，我国港口完成货物吞吐量超151.3亿吨，同比增长4.3%，其中， 完成外贸货物吞吐量超46.7亿吨，同比增长3.7%；完成集装箱吞吐量超2.9亿标箱，同比增长6.4%。海 关总署最新数据显示，2025年前11个月，我国货物贸易进出口总值41.21万亿元，同比增长3.6%。 中国商业经济学会副会长宋向清对《证券日报》记者表示，市场多元化布局的持续深化不仅为国内外贸 企业寻找潜在合作伙伴、合作新机遇打开了更广阔的空间，也使得更多发展中国家有深度参与全球产业 链价值链的机会，从而促进全球经济向更加包容、普惠的方向发展。 从穿梭的巨轮到不断升级的作业标准，繁忙的港口是我国货物贸易进出口提质升级的一个缩影。受访专 家表 ...

Group 1 - The 138th China Import and Export Fair (Canton Fair) opened in Guangzhou, showcasing a significant increase in high-tech products, particularly in the robotics sector, with 46 companies participating in the service robot section [1][2] - Magic Atom Robotics reported that its overseas market revenue share increased from 15% to approximately 45% this year, highlighting a growing trend among robotics companies targeting international markets [1][6] - The fair attracted over 240,000 pre-registered buyers from 218 export markets, reflecting a 10% increase compared to previous events, indicating a robust interest in new technologies and products [2][11] Group 2 - China's export of high-tech products reached 3.75 trillion yuan in the first three quarters of 2025, with a year-on-year growth of 11.9%, contributing over 30% to the overall export growth [2][11] - The export of industrial robots surged by 54.9%, while other high-tech products like wind turbine generators and electronic information products also saw significant growth [11][16] - The fair serves as a "window" to observe the resilience of China's foreign trade, with structural changes in export products supporting growth amid fluctuating international trade conditions [2][17] Group 3 - Companies like Lingdu Intelligent reported over 100% growth in overseas market revenue for their specialized cleaning robots, indicating strong demand in international markets [6][13] - The fair featured innovative products such as non-invasive brain-machine interface devices and AI+AR smart glasses, showcasing the integration of advanced technologies in consumer electronics [8][11] - The focus on emerging markets is evident, with companies planning to expand their presence in regions like India, which has shown the fastest growth in business this year [16][17]

Core Insights - China's total goods trade value for the first four months of the year reached 14.14 trillion yuan, a year-on-year increase of 2.4% [1] - Exports amounted to 8.39 trillion yuan, growing by 7.5%, while imports were 5.75 trillion yuan, declining by 4.2% [1] - In April alone, the total trade value was 3.84 trillion yuan, reflecting a growth of 5.6%, with exports accelerating to 9.3% and imports turning positive at 0.8% [1] Trade Partners - ASEAN remains China's largest trading partner, with a trade value of 2.38 trillion yuan from January to April, an increase of 9.2%, accounting for 16.8% of total foreign trade [1] - The EU is the second-largest trading partner, with exports to the EU reaching 1.21 trillion yuan, growing at a rate of 6.1% [1] Trade with the US - Following the implementation of the "reciprocal tariffs" on April 9, trade with the US in April totaled 326.92 billion yuan, a decrease of 13.25% from March [1] - Exports to the US were 236.8 billion yuan, down 17.59% compared to March [1] Export Resilience - Exports to major countries (excluding the US and UK) showed accelerated growth in the first four months compared to the first quarter [2] - Port cargo throughput increased by 5.6% year-on-year and 3.2% month-on-month in April, indicating overall export resilience [2] Product Categories - In the first four months, China exported 5.04 trillion yuan worth of electromechanical products, a growth of 9.5%, making up 60.1% of total exports [2] - Notable growth was seen in automatic data processing equipment and components, which reached 458.71 billion yuan, growing by 5.6% [2] - High-tech product exports totaled 536.03 billion yuan, increasing by 7.6%, showcasing strong global competitiveness [2]

Economic Overview - Shenzhen's economy showed overall stability and progress in the first five months of the year, with industrial production maintaining a steady growth of 3.5% year-on-year in the scale of above-designated size industries [1] - High-tech product output continued to grow rapidly, with significant increases in civilian drones (68.0%), 3D printing equipment (40.7%), and industrial robots (38.8%) [1] Investment Trends - Fixed asset investment in Shenzhen faced pressure, declining by 9.2% year-on-year, with real estate development investment down by 11.9% [2] - Industrial technology transformation investment surged by 48.2%, while information transmission, software, and IT service industries grew by 48.7% [2] - Social retail sales showed a notable recovery, with total retail sales reaching 411.59 billion yuan, a year-on-year increase of 4.7% [2] Consumer Behavior - The consumption of basic living goods performed well, with retail sales of daily necessities and grain and oil products increasing by 10.6% and 10.4%, respectively [2] - The "old for new" policy in consumer goods continued to show effectiveness, with significant growth in retail sales of home appliances (74.9%) and cultural office supplies (34.4%) [2] - Online retail also saw robust growth, with sales through the internet increasing by 25.6% [2] Foreign Trade - Shenzhen's total import and export value decreased by 1.9% year-on-year, with exports falling by 8.6% and imports rising by 10.1% [3] - High-tech product exports grew by 6.2%, indicating a positive trend in this sector despite overall declines [3] Financial Sector - Financial institutions in Shenzhen reported a steady increase in deposits and loans, with total deposits reaching 14 trillion yuan, a year-on-year growth of 5.0% [3] - The loan balance also increased by 2.9%, reflecting a stable financial environment [3] Price Trends - Consumer prices in Shenzhen experienced mild inflation, with an overall increase of 0.1% year-on-year [3] - Specific categories showed varied price changes, with food and beverage prices up by 0.7% and clothing prices up by 1.4% [3]