人民财讯11月14日电，11月14日，国家统计局新闻发言人、总经济师、国民经济综合统计司司长付凌晖 在国新办新闻发布会上表示，随着我国产业升级发展，产品的技术含量提升，出口商品竞争力不断增 强，结构也在不断优化升级，机电产品和高技术产品日益成为出口的重要增长点。前10个月我国机电产 品出口额同比增长了8.7%，占全部出口总额的比重达到了60.7%，其中集成电路、汽车出口额分别增长 了24.7%、14.3%。与此同时，高技术产品的出口向好。前10个月高新技术产品出口额增长7.3%，增速 也是快于全部出口额的增速。 ...

Core Insights - In the first ten months, Henan Province's total import and export value reached 741.12 billion yuan, a year-on-year increase of 14.5%, surpassing the national growth rate of 10.9% [1] - Exports amounted to 488.17 billion yuan, growing by 21.8%, while imports were 252.95 billion yuan, with a growth of 2.6% [1] - In October alone, the province's import and export value was 97.81 billion yuan, marking a month-on-month increase of 5.2%, the highest monthly value of the year [1] Trade Partners - ASEAN was the largest trading partner for Henan, with a total trade value of 99.45 billion yuan, an increase of 11.7% [1] - The EU ranked as the second-largest trading partner, with trade reaching 98.58 billion yuan, growing by 20.1% [1] - Trade with countries involved in the "Belt and Road" initiative totaled 353.04 billion yuan, up by 14.3%, while trade with other RCEP member countries was 218.77 billion yuan, increasing by 14.9% [1] Export and Import Composition - Exports of electromechanical products reached 317.23 billion yuan, accounting for 65% of total exports, with significant growth in agricultural machinery (31.8%), machine tools (34.7%), and industrial robots (200.3%) [2] - The "new three samples" products exported amounted to 23.35 billion yuan, a remarkable increase of 163.2%, with electric vehicle exports alone reaching 21.35 billion yuan, growing by 254.4% [2] - Imports of consumer goods totaled 16.03 billion yuan, increasing by 13.4%, with notable growth in textiles (29%), food and beverages (19.9%), and daily chemical products (3.2%) [2] Open Platforms - The province's five comprehensive bonded zones collectively achieved an import and export value of 402.92 billion yuan, a growth of 19.7%, representing 54.4% of the total import and export value [2] - The free trade pilot zones recorded an import and export value of 74.73 billion yuan, growing by 6.2% [2] - The four bonded logistics centers in the province saw a significant increase in import and export value, reaching 6.27 billion yuan, up by 65.3% [2] Regional Performance - All 12 prefecture-level cities and the Jiyuan Demonstration Zone in Henan achieved positive growth in import and export values during the first ten months [3]

Core Insights - ASEAN has become Shaanxi's largest trading partner in 2023, with imports and exports reaching 61.08 billion yuan, a year-on-year increase of 19.2%, accounting for nearly one-sixth of Shaanxi's total trade value [1] - The growth in trade is attributed to deepening industrial chain cooperation between Shaanxi and ASEAN, particularly in electronic information, green energy, and mineral resources [1] - The import value of agricultural products from ASEAN to Shaanxi has surged by 80.4% to 570 million yuan, making ASEAN the second-largest source of agricultural imports for Shaanxi [1] Trade Performance - In the first three quarters, Shaanxi's import and export value of intermediate goods with ASEAN reached 51.33 billion yuan, up 17% year-on-year, representing over 80% of the total trade value with ASEAN [1] - Key electrical and mechanical products, including circuit control devices and lithium-ion batteries, saw export growth rates exceeding 40% [1] Agricultural Trade - Shaanxi's exports of tea and vegetables to ASEAN increased significantly, with growth rates of 1,231% and 1,710% respectively in the first three quarters [1] - ASEAN is now the second-largest export market for Shaanxi's agricultural products [1] Future Opportunities - The completion of the China-ASEAN Free Trade Area 3.0 negotiations is expected to provide new opportunities for Shaanxi to expand its industrial chain and supply chain cooperation with ASEAN, further promoting stable trade development [2]

每经记者｜张怀水 每经编辑｜廖丹 近日，海关总署公布今年前10个月外贸数据。一组让人有些"意外"的数据引发网友关注和讨论。 据海关统计，2025年前10个月，我国货物贸易进出口总值37.31万亿元，同比增长3.6%。其中，出口22.12万亿元，增长6.2%；进口15.19万亿元，与去年同 期基本持平。进出口连续9个月保持增长，且规模再创同期历史新高。前10个月累计出口规模亦保持同期历史新高。 恰恰是在今年二季度，当地时间4月9日，美国政府所谓"对等关税"政策正式生效，对贸易伙伴实施10%的"最低基准关税"，并针对中国、欧盟、越南等主 要经济体加征更高税率。此后，中国对美出口连续7个月出现两位数下滑。拉长时间维度，从出口规模来看，我国对美出口水平已经回到7年前的水平。 但从今年下半年整体情况看，6至9月份，我国单月出口规模均超过2.3万亿元，处于历史较高水平。9月出口同比增长8.4%，规模更是创同期历史新高。 观察数据可以发现，从出口规模来看，今年以来，呈现出一个明显的V字型增长趋势，在2月份达到年内低点后立马回升，且整体呈增长态势。 面对美国政府关税威胁等不确定因素，缘何我国外贸出口不降反升，保持强大韧性？支 ...

Core Viewpoint - The event aims to promote high-quality development in the private manufacturing sector, emphasizing its crucial role in the economy and the importance of innovation and quality in building a strong manufacturing nation [3][11]. Group 1: Event Overview - The high-quality development exchange event for private manufacturing enterprises was held in Dezhou, attended by over 120 representatives from key private manufacturing companies across 17 provinces [1]. - The event was guided by the China Individual Laborers Association and co-hosted by various local government departments, focusing on the theme "Gathering Private Enterprise Strength to Forge a Manufacturing Power" [11]. Group 2: Key Messages from Officials - Wang Haidong acknowledged the achievements of Shandong Province and Dezhou in private manufacturing, highlighting its role as a pillar of the real economy and a main force in building a strong manufacturing nation [3]. - Chen Xiaoqiang, representing the Dezhou government, expressed a commitment to providing optimal services and a conducive environment for national enterprises to deepen cooperation [4]. - Zhou Hailiang emphasized the need for a high-level platform for idea exchange and cooperation, aiming to address the challenges faced by private enterprises and ensure that policy benefits reach the grassroots level [6]. Group 3: Industry Insights and Innovations - Representatives from leading companies shared their experiences in smart manufacturing upgrades, digital transformation, and the establishment of green manufacturing systems, providing replicable development paths for attendees [7]. - The event included a practical examination of key enterprises in Dezhou's high-end equipment, sports, and healthcare industries, showcasing innovative models and practical outcomes in promoting high-quality manufacturing [7]. Group 4: Networking and Collaboration - A large screen displayed contact information for numerous private manufacturing leaders, facilitating efficient connections among participating entrepreneurs [9].

Core Viewpoint - In the first ten months of 2025, China's goods trade maintained a steady growth trend, with a total import and export value of 37.31 trillion yuan, an increase of 3.6% year-on-year, driven by exports and stable imports [5][6]. Group 1: Trade Performance - The total export value reached 22.12 trillion yuan, growing by 6.2%, while imports were 15.19 trillion yuan, remaining stable compared to the previous year [5]. - In October 2025, the total trade value was 3.7 trillion yuan, showing a slight increase of 0.1%, with exports at 2.17 trillion yuan, down by 0.8%, and imports at 1.53 trillion yuan, up by 1.4%, marking five consecutive months of growth in imports [5]. Group 2: Trade Composition - General trade and processing trade both saw growth, with general trade imports and exports at 23.64 trillion yuan (up 2.3%) and processing trade at 6.94 trillion yuan (up 6.5%) [5]. - The ASEAN region became China's largest trading partner, with trade totaling 6.18 trillion yuan (up 9.1%), followed by the EU at 4.88 trillion yuan (up 4.9%), and the US at 3.38 trillion yuan (down 15.9%) [6]. Group 3: Enterprise Contributions - Private enterprises contributed significantly, with imports and exports totaling 21.28 trillion yuan (up 7.2%), accounting for 57% of total foreign trade [7]. - Foreign-invested enterprises had a trade value of 10.91 trillion yuan (up 2.9%), while state-owned enterprises saw a decline to 5.04 trillion yuan (down 8.1%) [7]. Group 4: Export Products - Mechanical and electrical products accounted for over 60% of exports, with a total value of 13.43 trillion yuan (up 8.7%) [7]. - Notable growth was observed in integrated circuits (up 24.7% to 1.16 trillion yuan) and automobiles (up 14.3% to 798.39 billion yuan) [7]. Group 5: Import Trends - Major commodity import prices fell, with iron ore imports at 1.03 billion tons (up 0.7%) and crude oil at 471 million tons (up 3.1%), both experiencing price declines of 10.7% and 12.1% respectively [8]. - The import value of mechanical and electrical products increased to 6.05 trillion yuan (up 5.5%) [8].

Export Performance - In October, China's exports decreased by 1.1% year-on-year, a significant drop of 9.4 percentage points from the previous month, and below the Wind consensus expectation of 3.1%[1] - The export decline is attributed to a high base effect and weakening external demand, with the new export orders PMI falling to 45.9, down nearly 2 percentage points from last month[1] - Exports to the EU, Japan, and South Korea showed significant declines, with exports to Japan down 5.7% and to South Korea down 13.0%[2][3] Product Categories - Labor-intensive products saw a sharp decline, with exports of bags, textiles, and footwear down by 25.7%, 16.0%, and 21.0% respectively, collectively dragging down exports by approximately 2.1 percentage points[3][4] - High-tech products, however, supported export growth, with integrated circuits and automobiles growing by 26.9% and 34.0% respectively, contributing 5.1 percentage points to overall export performance[4][5] Import Trends - Imports grew by only 1.0% year-on-year in October, a decrease of 6.4 percentage points from the previous month, indicating a clear structural divergence[5] - Agricultural imports remained resilient, with a 7.0% increase, particularly driven by a 11.4% rise in soybean imports due to increased procurement from Brazil[5][6] - Energy and machinery imports faced declines, with coal and crude oil imports down by 27.5% and 0.3% respectively, reflecting ongoing price pressures[5][6] Market Outlook - Despite the short-term pressures on exports, structural resilience remains, particularly from non-US markets like ASEAN and Africa, which continue to support export growth[6] - The easing of US-China trade tensions may provide a temporary boost to exports, while high base effects and order depletion could pose challenges in the fourth quarter[6][7] Risk Factors - Potential risks include unexpected changes in overseas policies and slower-than-expected global economic recovery, which could further impact export performance[7][8]

据欧洲贸易委员会（ETC）数据，截至2025年10月，欧盟已针对中国商品实施 56项反倾销和反补贴措施，涉及金额超过 460亿欧元，覆盖橡胶、钢铁、化 工、新能源电池、紧固件等核心行业。 二、风险传导下的结构调整：东南亚成为新的"供应链缓冲区" 当欧盟强化贸易保护的同时，东南亚正悄然崛起为新的贸易中枢。 根据联合国贸发会议（UNCTAD）最新数据： 2024–2025年间，东南亚再出口贸易增长率达43%； 其中，马来西亚、泰国、越南三国占总量的 68%； 中国制造相关货物占东南亚再出口总值的 39%。 这些数据说明，东南亚的转口贸易体系已经不再是"临时避险方案"， 而正在成为全球供应链体系的结构性组成部分。 未来，随着各国保税区制度与原产地证（CO）电子化系统完善， 一、欧盟贸易保护主义持续强化，全球出口环境进入"高敏感期" 2025年以来，欧盟对中国产品的贸易保护措施呈现出**"范围扩大、周期延长、监管精细化"**的趋势。 其中，反倾销税率普遍在 30%–70% 区间，个别产品（如橡胶轮胎、钛白粉、无头螺钉）甚至超过 100% 成本加成，直接削弱了中国制造的价格优势。 未来三年，这一趋势仍将持续。 欧盟贸易 ...

Group 1 - The "14th Five-Year Plan" emphasizes accelerating high-level technological self-reliance and innovation, integrating technology and talent development [1] - The World Internet Conference in Wuzhen aims to empower innovation and talent through various initiatives, including a job fair with over 1,100 companies and nearly 10,000 job openings, particularly in AI-related positions [2] - Jiangsu Province is enhancing public employment services to connect talent with key industries, exemplified by a job fair in Lianyungang focused on the crystal industry, resulting in over 500 employment intentions [4] Group 2 - The entrepreneurial spirit is fostered through systematic training and support for young entrepreneurs in the crystal industry, with Jiangsu's Xuzhou offering substantial financial incentives for digital cultural enterprises [6] - Shandong Weifang is promoting high-quality manufacturing development through deep integration of industry, academia, and research, with initiatives like "Intelligent Connection of Hundreds of Schools to Empower Thousands of Enterprises" [8] - Weifang has a talent pool of 2.49 million, with over 1,600 key talents, and aims for a GDP of 820.3 billion in 2024, with high-tech industries accounting for over 61% of its output [10]

11月7日，海关总署公布今年前10个月外贸数据。据海关统计，2025年前10个月，我国货物贸易延续平 稳增长态势，进出口总值37.31万亿元人民币，同比(下同)增长3.6%。其中，出口22.12万亿元，增长 6.2%；进口15.19万亿元，与去年同期基本持平。 东海期货的研报则指出，中国10月出口增速同比下降且超出市场预期。主要由于去年四季度"抢出口"形 成的高基数、当月工作日天数减少拖累以及当月出口均价大幅回升所致。目前来看，随着中美吉隆坡经 贸磋商达成共识以及欧美需求回升，预计未来出口虽然可能边际有所回落，但整体仍将保持韧性。 高端制造出口保持高增长 东方金诚研究发展部执行总监冯琳对《每日经济新闻》记者表示，10月出口同比增速转负，主要原因包 括去年同期基数大幅抬高，中秋节错期导致今年10月工作日减少，以及美国高关税对全球贸易和我国出 口的冲击逐步显现等。 冯琳进一步表示，以美元计价，10月出口额同比下降1.1%，增速比9月低9.4个百分点，略低于市场预 期。首先，受去年同期高基数影响。2024年9月台风天气影响超出正常年份，导致出口商品在10月集中 出运，带动出口基数大幅抬高。这会直接压低今年10月的出 ...