德国2025年11月工业新订单环比增长5.6% 来源：中国新闻网 编辑：张澍楠 广告等商务合作，请点击这里 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 巴登-符腾堡州银行经济学家延斯-奥利弗·尼克拉施表示，此次工业新订单增长是"经济可能出现趋势性 转折的真实信号"。德意志银行研究部经济学家马克·沙滕贝格指出，德国工业可能已经走出低谷。 德国联邦经济和能源部当天在声明中指出，近几个月来，订单数据因国防领域相关采购影响波动明显。 总体来看，德国国内和欧元区的订单需求呈现持续增长趋势。相比之下，受贸易摩擦和地缘政治不确定 性影响，来自欧元区以外国家和地区的需求自2025年春季以来持续疲软。因此，德国出口前景预计仍将 保持低迷。(完) 本文为转载内容，授权事宜请联系原著作权人 中新社柏林1月8日电(马秀秀 杨楚瑜)德国联邦统计局8日公布的数据显示，经季节和工作日调整后，德 国2025年11月工业新订单环比增长5.6%。这是德国工业新订单连续第三个月增长，也创下2024年12月 以来的最高增幅。 ...

Core Insights - Germany's industrial output in September increased by 1.3% month-on-month, significantly below the market expectation of 3% [1] - The August data was revised down to a month-on-month decline of 3.7% [1] - Year-on-year, September's industrial output decreased by 1.6%, with the previous value further revised down to a decline of 3.6% [1] Industry Performance - The automotive manufacturing sector showed a strong rebound with a 12.3% increase, serving as a major driving factor for the overall industrial output [1] - Other sectors displayed mixed performance: data processing equipment, electronics, and optical products saw a 5.1% increase, while machinery manufacturing declined by 1.1% [1] - Excluding energy and construction, September's industrial output rose by 1.9%, with capital goods output increasing by 3.8%, while consumer and intermediate goods only saw a slight increase of 0.2% [1] Quarterly Analysis - In the third quarter, industrial output decreased by 0.8% compared to the second quarter, indicating that short-term momentum has not effectively accumulated [1] - Despite factory orders experiencing their first growth in five months, suggesting potential economic stabilization, the sustained recovery of the manufacturing sector is crucial for Germany to overcome output contraction challenges [1] External Pressures - The German economy is currently facing multiple external pressures, including increased tariffs from the United States, weak global demand, and cumbersome domestic administrative procedures [1]

Core Insights - Germany's industrial new orders fell by 0.8% month-on-month in August, marking the fourth consecutive month of decline [1] - Domestic new orders increased by 4.7%, while foreign new orders decreased by 4.1%, with orders from the Eurozone down by 2.9% and from outside the Eurozone down by 5.0% [1] - The decline in new orders is primarily attributed to a significant drop in the automotive sector, which saw a month-on-month decrease of 6.4% [1] - Other sectors such as data processing equipment, electronics, and optical products experienced a 11.5% decline, while the pharmaceutical industry saw a 13.5% drop [1] - The Federal Statistical Office revised the July industrial new orders decline from 2.9% to 2.7%, indicating a 2.3% decrease in new orders from June to August compared to the previous three months [1] - The Federal Ministry for Economic Affairs and Energy noted that the recovery in domestic industrial demand suggests a potential stabilization, although weak overseas demand continues to hinder recovery [1] - Analysts from ING highlighted that the growth in domestic new orders may reflect the impact of government investments in infrastructure and defense [1] Industry Challenges - The downward trend in German industry persists, driven by high energy and labor costs, along with heavy taxation and administrative burdens, which are undermining overall industrial competitiveness [2] - Calls for government intervention to address these challenges have been made by industry experts [2]

Core Insights - In July 2025, China's imports of automatic data processing equipment parts and accessories reached 0.43 million tons, marking an 8.7% year-on-year increase, with an import value of $2.521 billion, up 24.5% year-on-year [1] - Exports for the same category amounted to 6.34 million tons, reflecting a 22% year-on-year growth, with an export value of $3.307 billion, which is a 20.1% increase year-on-year [1] Import Data - The import quantity of automatic data processing equipment parts and accessories in July 2025 was 0.43 million tons [1] - The import value for the same period was $2.521 billion, representing a 24.5% increase compared to the previous year [1] Export Data - The export quantity of automatic data processing equipment parts and accessories in July 2025 was 6.34 million tons [1] - The export value for this category was $3.307 billion, indicating a 20.1% year-on-year growth [1]

Core Insights - In June 2025, China's imports of automatic data processing equipment parts and accessories reached 4,500 tons, marking a year-on-year increase of 21% with an import value of $2.352 billion, up 10.2% year-on-year [1] - Exports for the same category amounted to 60,800 tons, reflecting a year-on-year growth of 19.5%, with an export value of $3.178 billion, which is a 5.6% increase year-on-year [1] Import Data Summary - The import quantity of automatic data processing equipment parts and accessories in June 2025 was 4,500 tons [1] - The import value for the same period was $2.352 billion [1] - Year-on-year growth rates for imports were 21% in quantity and 10.2% in value [1] Export Data Summary - The export quantity of automatic data processing equipment parts and accessories in June 2025 was 60,800 tons [1] - The export value for the same period was $3.178 billion [1] - Year-on-year growth rates for exports were 19.5% in quantity and 5.6% in value [1]

Core Insights - Germany's industrial orders increased by 0.6% month-on-month in April 2025, marking the second consecutive month of growth, contrary to expert expectations of a 1.5% decline [1] - Domestic orders rose by 2.2%, while foreign orders decreased by 0.3%, with orders from the Eurozone increasing by 0.5% and those from outside the Eurozone declining by 0.9% [1] - The main drivers of the order growth were in the data processing equipment and electronic and optical products sectors, which saw a significant increase of 21.5% in new orders compared to March [1] Industry Analysis - The manufacturing of other transportation equipment (including aircraft, ships, trains, and military vehicles) and metal products also contributed positively to the overall growth [1] - Conversely, the electrical equipment manufacturing, machinery manufacturing, and pharmaceutical sectors negatively impacted the overall data [1] - Economic experts view the April industrial order growth as a positive signal, although caution remains due to ongoing trade policy uncertainties and low business confidence [2]