9月9日，在国新办举行的新闻发布会上，工信部部长李乐成用六个"更加"概括"十四五"以来新型工业化 走深走实、取得的历史性成就——"压舱石"作用更加凸显、创新动能更加澎湃、产业结构更加优化、数 智化应用更加普及、产业基础更加牢固、专精特新"金字招牌"更加闪亮。"十四五"期间，中国工业发展 从"有没有"向"好不好"迈进，攀高向优、"新"潮澎湃。 新型工业化之"新"，在于产业格局的优化重塑。 2024年我国18家传统制造业企业入选世界品牌500强，国货国潮品牌加速崛起，优质产品畅销全球；新 能源汽车、光伏、锂电池、船舶和海洋工程装备等一批具有国际竞争力的优势产业培育壮大；人形机器 人已具备从关键芯片、部组件到整机的全产业链制造能力，超导量子计算机、光量子计算机实现了量子 优越性验证……"十四五"以来，我国传统产业加快"焕新"，新兴产业加速"领跑"，未来产业加力"生 根"，构建起多元发展、多极支撑的现代产业体系。 新型工业化之"新"，在于技术路径的颠覆创新。 5G、人工智能、工业互联网……这些不再是遥远的概念，而是正在改变工业生产方式的现实力量。全 国"5G+工业互联网"建设项目超过2万个，"无人矿山""黑灯工厂"" ...

Core Viewpoint - In the first quarter of this year, China's foreign trade showed resilience with a total import and export value of 10.3 trillion yuan, reflecting a growth of 1.3% despite external challenges [1] Group 1: Export Performance - China's export scale exceeded 6 trillion yuan in the first quarter, achieving a rapid growth of 6.9%, demonstrating strong resilience under pressure [1] - Exports to over 170 countries and regions increased, with significant growth in high-end, intelligent, and green manufacturing sectors [1] - Notable export growth was observed in shipbuilding and marine engineering equipment (10.8%) and specialized equipment (16.2%) [1] - Renewable energy products played a crucial role in global green transformation, with exports of wind turbines (43.2%), lithium batteries (18.8%), and electric vehicles (8.2%) showing substantial increases [1] Group 2: Import Performance - Domestic industrial production growth led to increased imports of components and equipment, with automatic data processing equipment parts and marine engineering equipment growing by 95.6% and 52.5% respectively [2] - The consumer market remained stable, with imports of edible oils increasing by 12.1% and fresh and dried fruits rising by 8.3% [2] - Private enterprises accounted for 5.85 trillion yuan in imports and exports, growing by 5.8% and representing 56.8% of the total [2] - Private enterprises achieved record high exports of high-tech products, nearing 1 trillion yuan, with industrial robots (67.4%) and high-end machine tools (16.4%) showing significant growth [2] Group 3: Foreign Investment and Trade Relations - Foreign-invested enterprises accounted for about one-third of China's foreign trade over the past five years, with over 67,000 foreign enterprises engaged in import and export activities in the first quarter, marking a three-year high [3] - Trade with the EU reached 1.3 trillion yuan, growing by 1.4%, highlighting the strong economic complementarity and intertwined interests between China and the EU [3] - ASEAN remained China's largest trading partner, with trade volume of 1.71 trillion yuan, growing by 7.1%, and its share of China's overall foreign trade increasing to 16.6% [3] - Trade with Belt and Road Initiative countries reached 5.26 trillion yuan, growing by 2.2%, and its share of China's overall foreign trade rose to 51.1% [3]

Core Viewpoint - In the first quarter of 2025, China's foreign trade showed resilience with a total import and export value of 10.3 trillion yuan, marking a 1.3% increase year-on-year, despite external challenges [2][3]. Trade Performance - Exports reached 6.13 trillion yuan, up 6.9%, while imports fell to 4.17 trillion yuan, down 6% [2]. - Monthly growth trends indicated a recovery, with March seeing a 6% increase after a decline of 2.2% in January and stability in February [2]. - Key export categories included shipbuilding and marine engineering equipment, which grew by 10.8% and 16.2%, respectively, alongside significant increases in renewable energy products such as wind turbines (43.2%) and lithium batteries (18.8%) [2]. Private Sector and High-Tech Products - Private enterprises accounted for 5.85 trillion yuan in imports and exports, a 5.8% increase, representing 56.8% of total trade [3]. - High-tech product exports reached nearly 1 trillion yuan, with industrial robots increasing by 67.4% and high-end machine tools by 16.4% [3]. - Foreign-invested enterprises also showed growth, with a total import and export value of 2.99 trillion yuan, up 0.4% [3]. Regional Trade Dynamics - Trade with ASEAN countries reached 1.71 trillion yuan, growing by 7.1%, solidifying ASEAN's position as China's largest trading partner [3]. - Trade with EU countries increased by 1.4%, totaling 1.3 trillion yuan, highlighting the strong economic ties between China and Europe [3]. Belt and Road Initiative - Trade with countries involved in the Belt and Road Initiative reached 5.26 trillion yuan, a 2.2% increase, accounting for 51.1% of China's total foreign trade [4]. Response to External Challenges - The Chinese government is implementing necessary countermeasures against U.S. tariffs to protect its trade interests and uphold international trade rules [5]. - The focus remains on enhancing the business environment for foreign investments, with a commitment to high-level opening-up and mutual cooperation [6]. Future Cooperation and Market Diversification - The negotiation of the China-ASEAN Free Trade Area 3.0 has been substantially completed, aiming to enhance cooperation in digital and green economies [8]. - The diversification of markets and deepening of supply chain cooperation are seen as key strategies to bolster resilience against external uncertainties [7]. AEO Certification Impact - In the first quarter, private enterprises with AEO certification saw export and import growth of 8.6% and 8.5%, respectively, outperforming the overall growth rates for private enterprises [8].

Core Insights - The domestic industrial production in China experienced rapid growth in the first quarter, leading to an increase in the import of components and equipment [1] Import Growth - The import of automatic data processing equipment components surged by 95.6% [1] - The import of ships and marine engineering equipment increased by 52.5% [1] Consumer Market Trends - The consumer market showed stable improvement, with an increase in the import of certain livelihood goods [1] - The import value of edible oils rose by 12.1% [1] - The import volume of fresh and dried fruits increased by 8.3% [1]