6.2%，这是今年我国前11个月货物贸易出口的同比增速（以人民币计价）。在个别国家单边实施高关 税的冲击下，这一数据可以说远超年初预期。预期之外，反映的是长期以来我国深入推进制造业转型升 级、贸易伙伴多元化布局带来的出口韧性。 一般而言，包括零部件、原材料和半成品在内的中间品，以及用于扩大再生产的工业设备（通常被看 作"资本品"）在出口商品中占比越高，意味着出口结构更优。原因在于，相较直接面向终端市场的最终 消费品，这两类产品往往体现出一个国家在全球产业链价值链中处于中上游位置。 今年以来，我国出口商品结构升级趋势进一步凸显，"中国智造"成为更多贸易伙伴的共同选择。市场机 构根据海关总署数据测算出，今年前10个月，我国中间品、资本品的出口增速分别为9.7%和6%，累计 拉动整体出口5.6个百分点。从份额看，前三季度中间品占总出口的比重提升至47.4%，较去年末提高2 个百分点。 无论制造业转型升级还是出口市场的多元布局，都是长期调整积累下来的优势，未来仍将继续存在。同 时，中美元首釜山会晤取得积极成果，中美贸易形势趋于缓和，市场对于明年外贸形势的基本判断仍相 对乐观。不过，贸易保护主义和单边主义始终是悬在全球 ...

一方面，要继续推动制造业转型升级，练好"内功"，以自身发展的确定性应对外部环境的不 确定性。 在明年的经济工作中，科技创新与产业创新的深度融合仍是重要任务。工业和信息化部日前 也明确提出，要提升产业链自主可控水平，实施新一轮重点产业链高质量发展行动，深入实 施产业基础再造工程和重大技术装备攻关工程。这些都将为塑造出口产品的新优势提供助 力。服务业的出口增长潜能同样不容忽视。商务部数据显示，今年前10个月，我国服务贸易 出口增长14.3%，其中，知识密集型服务出口增长9.5%；旅行服务出口增长52.5%。 建设强大的内需市场也是未来应对外部冲击、推动形成进出口平衡格局的关键一招。完善收 入分配制度，推进社保体制改革逐步缩小职工与居民、城市与农村的筹资和保障待遇差距， 增强社会保障的"收入分配调节器"功能；继续推出更多直达居民的普惠政策举措；加大政策 向吸纳就业能力更强的服务业倾斜力度，取消一些不必要的门槛和准入限制，在激发企业活 力基础上实现就业扩容提质等多方面举措，能从根本上增强居民消费能力，提振居民消费意 愿，从而塑造起消费的内生动力。 6.2%，这是今年我国前11个月货物贸易出口的同比增速（以人民币计价） ...

6.2%，这是今年我国前11个月货物贸易出口的同比增速(以人民币计价)。在个别国家单边实施高关税的 冲击下，这一数据可以说远超年初预期。预期之外，反映的是长期以来我国深入推进制造业转型升级、 贸易伙伴多元化布局带来的出口韧性。 一般而言，包括零部件、原材料和半成品在内的中间品，以及用于扩大再生产的工业设备(通常被看 作"资本品")在出口商品中占比越高，意味着出口结构更优。原因在于，相较直接面向终端市场的最终 消费品，这两类产品往往体现出一个国家在全球产业链价值链中处于中上游位置。 今年以来，我国出口商品结构升级趋势进一步凸显，"中国智造"成为更多贸易伙伴的共同选择。市场机 构根据海关总署数据测算出，今年前10个月，我国中间品、资本品的出口增速分别为9.7%和6%，累计 拉动整体出口5.6个百分点。从份额看，前三季度中间品占总出口的比重提升至47.4%，较去年末提高2 个百分点。 制造业的硬实力是出口保持增长的关键支撑，同时，贸易伙伴多元化布局为应对外部冲击提供了更大的 回旋余地。海关总署数据显示，以人民币计价，今年前11个月，我国对美国出口同比下降18.3%；但是 对非洲、东盟、印度、欧盟、英国、拉美和澳大利 ...

昨天（12月23日），苏州海关召开新闻发布会，介绍今年前11月苏州外贸进出口情况和苏州海关优 化口岸营商环境、服务外贸高质量发展主要举措。 数据显示，我市外贸进出口稳中有进。今年1至11月，苏州外贸进出口2.54万亿元，比去年同期 （下同）增长6.8%，增幅高出全国、全省3.2个、0.7个百分点，占全国、全省外贸的6.2%、47.1%。其 中，出口1.59万亿元，增长7.5%；进口9505亿元，增长5.8%。 从企业性质看，民营企业的"助推器"作用愈发凸显。前11月，全市民营企业进出口达9878.7亿元， 规模创历史同期新高，同比增长5.3%，对全市外贸增长的贡献度超三成。其中，民营企业出口增长 10.3%，高出整体2.8个百分点，对出口增长贡献度61.5%。内生因素是外贸增长的主要动力。 从贸易区域看，海外市场面更广阔。前11月，苏州与共建"一带一路"国家双边贸易往来超1.1万亿 元，增长16.6%，占全市外贸的44.8%，占比较去年同期提升3.7个百分点，并与全部共建"一带一路"国 家均建立了贸易联系，其中对东盟国家进出口4836.9亿元，增长25.9%。 从产品类别看，制造业优势更加凸显。前11月，全市 ...

今天（12月23日） 苏州海关召开新闻发布会 今年1—11月 苏州外贸进出口 呈现以下特点 ▼ 从外贸规模看，外向型经济韧性足 今年以来，除2月份春节假期外，各月进出口均在2100亿元以上运行， 11月再次打破9月份2638.7亿元的历史纪录、再创2658.3亿元新高，11月份增长 14.3%，增速为2024年2月以来最高。 从企业性质看，出口内生动力不断增强 今年前11个月，全市民营企业进出口9878.7亿元，增长5.3%，其中，民营企业出口增长10.3%，高出整体2.8个百分点，对出口增长的贡献度为61.5%， 内 生因素是外贸增长的主要动力。 会场传来最新好消息 ▼ 从贸易区域看，海外市场面更广阔 今年前11个月，苏州市与共建"一带一路"国家双边贸易往来超1.1万亿元，增长16.6%，占全市外贸的44.8%，占比较去年同期提升3.7个百分点，并且 与全 部"一带一路"国家均建立贸易联系，其中对东盟国家进出口4836.9亿元，增长25.9%。 从产品类别看，制造业优势更加凸显 今年前11个月，全市中间品出口8276.9亿元，增长19.4%，增速较出口整体高11.9个百分点，占全市出口总值的51.9%，拉动 ...

Export Performance in 2025 - In 2025, China's exports are expected to grow by 5.0% (in USD), demonstrating strong resilience despite significant tariffs imposed by the US[2] - The decline in exports to the US is projected to narrow, with a drop of 18.9% in the first 11 months of 2025, impacting overall export growth by approximately 2.8 percentage points[11] - Exports to non-US markets contributed about 6.0 percentage points to overall export growth, offsetting the decline in US exports[11] Outlook for 2026 - For 2026, China's export growth is anticipated to slow to around 4%, still outperforming the global average of approximately 0.5%[14] - China's share of global exports is expected to rise to 15.5% in 2026, up from 15.0% in 2025 and 14.6% in 2024[22] - The export structure is shifting from low-end consumer goods to mid-to-high-end intermediate and capital goods due to global supply chain restructuring[2] Key Drivers of Export Resilience - Demand from emerging markets such as Africa, ASEAN, and Latin America is expected to drive the demand for industrial and intermediate goods, supporting Chinese exports[2] - China's competitive advantage in key segments of the supply chain continues to attract imports of essential intermediate and capital goods from countries like ASEAN[2] - Expansion in global AI computing power investments is likely to boost exports of Chinese electrical equipment and data center products[2] Risks and Policy Recommendations - Potential risks include the escalation of the US-China tariff war and increasing trade barriers from other economies[5] - Policy recommendations suggest enhancing domestic reforms and technological upgrades to strengthen export competitiveness[4] - Expanding high-level international openness is advised to provide stable support for enterprises' export and globalization efforts[4]

中新网南宁12月14日电 (林浩)12月14日，广西壮族自治区商务厅表示，广西将持续支持企业拓展多元化 市场，重点扩大汽车及零部件、工程机械、电子信息等优势产业产品、中间品出口，深入开展"百展千 企"拓市场行动，举办广西商品博览会暨"桂品出海"等活动，组织企业赴海外开展经贸对接活动，推动 外向型经济发展。 此外，广西将扩大保税物流规模，鼓励保税物流企业在综合保税区开展仓储、集拼、分拨、包装等业 务，促进电子产品、机械设备在广西集散，服务中国—东盟跨境产供链安全稳定。(完) （文章来源：中国新闻网） 广西还将推动边境贸易创新改革，支持边境小额贸易仓储集拼中心建设，提升商品出口通关查验效率， 推动边境小额贸易稳增长。 加大跨境电商发展方面，广西将持续推进跨境电子商务综合试验区建设，加快引进和培育跨境电商企 业，扩大优势产品出口。 在主要贸易伙伴中，今年前11个月，东盟继续保持广西第一大贸易伙伴地位，共进出口3842.2亿元，同 比增长10%。其中，广西对越南进出口2829.8亿元，同比增长7.1%。在新能源材料跨境产业链加速构 建、跨境电商迅速增长等带动下，广西对印尼、新加坡增速亮眼，同比分别增长51.7%、62 ...

Core Insights - China's goods trade surplus has surpassed $1 trillion for the first time, reaching $1.076 trillion, driven by both short-term factors and long-term structural changes [1][2][3] Group 1: Trade Dynamics - The increase in trade surplus is influenced by the "export rush" phenomenon due to the U.S. imposing tariffs on multiple countries, leading to a preemption of future trade activities [1] - Structural changes in global trade are reshaping China's trade dynamics, particularly through the rise of emerging markets and the restructuring of industrial chains [1][2] Group 2: Export Structure Upgrade - China's export structure is evolving from exporting consumer goods to developed countries to supplying intermediate goods for emerging manufacturing bases [2] - The share of intermediate goods in China's total exports has risen from approximately 42% in early 2015 to 46% by June 2025, while the share of consumer goods has decreased from 37% to 31% [2] Group 3: Green Energy Transition - The global shift towards green energy is creating new demand, with China's capabilities in solar, lithium batteries, and electric vehicles supporting this transition [2] - Exports of China's "new three items" (electric vehicles, lithium batteries, solar cells) are projected to grow 2.6 times from 2020 to 2024, reaching around 1 trillion RMB [2] Group 4: Market Diversification - China's exports to countries involved in the Belt and Road Initiative, ASEAN, and Africa have been growing rapidly, with exports to Africa increasing by 26.3% in the first 11 months of this year [2] - This diversification has allowed China to maintain growth in total foreign trade and surplus despite pressures in traditional markets like the U.S. and Europe [2] Group 5: Comparative Advantage - The essence of China's trade surplus is shaped by global industrial chain division and China's industrial upgrading, creating a win-win trade scenario [3] - China's exports of intermediate and green products meet the urgent needs of emerging markets for industrialization and global decarbonization [3]

Core Insights - China's goods trade surplus has surpassed $1 trillion for the first time, reaching $1.076 trillion in the first 11 months of this year, attracting significant international attention [1] - The expansion of this surplus is attributed to both short-term factors and long-term structural forces [1] Group 1: Trade Dynamics - The U.S. imposed "reciprocal tariffs" on multiple countries at the beginning of the year, creating substantial uncertainty in global trade, which led to a noticeable "export rush" as businesses preemptively advanced trade activities [1] - A significant structural change is reshaping the underlying dynamics of China's trade, characterized by two major trends: the development of the Global South and the restructuring of industrial chains [2] Group 2: Export Structure and Trends - China's export structure is evolving from exporting consumer goods to developed countries towards providing intermediate goods for emerging manufacturing bases globally, with intermediate goods' share of total exports rising from approximately 42% in early 2015 to 46% by June 2025 [2] - The global green energy transition is generating new demand, with China's capabilities in photovoltaic, lithium batteries, and electric vehicles significantly supporting this transition, leading to a 2.6 times increase in exports of "new three items" (electric vehicles, lithium batteries, solar cells) compared to 2020, reaching around 1 trillion RMB [2] Group 3: Market Diversification - The structural forces driving export growth have also led to market diversification, with rapid growth in exports to countries involved in the Belt and Road Initiative, ASEAN, and Africa, where exports to Africa surged by 26.3% this year [2] - This diversification has enabled China to maintain growth in total foreign trade and surplus, even amid pressures on traditional markets in the U.S. and Europe, demonstrating strong resilience [2] Group 4: Comparative Advantage and Global Trade - The essence of China's trade surplus is shaped by the comparative advantages resulting from global industrial chain division and China's industrial upgrading, contributing to a win-win trade pattern [3] - China's exports of intermediate and green products meet the urgent needs of industrialization in emerging markets and global decarbonization, while high-quality consumer goods help developed countries curb inflation [3] - The UN Conference on Trade and Development projects that global trade will exceed $35 trillion this year, growing approximately 7%, indicating a tightening connection among developing economies driving global trade growth [3]

党的二十届四中全会通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》，强 调"推动贸易创新发展"。这是以习近平同志为核心的党中央统筹国内国际两个大局作出的重大战略部 署，为今后一个时期进一步扩大高水平对外开放、加快建设贸易强国指明了前进方向，提供了根本遵 循。我们要认真学习领会，全面贯彻落实。 一、充分认识推动贸易创新发展的重大意义 "十四五"时期，我国外贸稳中有进，进出口结构持续优化，贸易大国地位进一步巩固。"十五五"时期是 我国基本实现社会主义现代化夯实基础、全面发力的关键时期，也是我国实现从贸易大国向贸易强国加 快转变的关键时期。推动贸易创新发展，对于建设更高水平开放型经济新体制，以高水平开放促进高质 量发展，具有重大而深远的意义。 （一）贸易创新发展是全面推动高质量发展的内在要求。习近平总书记指出，高质量发展是全面建设社 会主义现代化国家的首要任务。对外贸易是我国开放型经济的重要组成部分，是拉动经济增长的"三驾 马车"之一。对外贸易与生产生活息息相关，2024年我国有进出口实绩的外贸企业近70万家，直接和间 接带动一大批就业。推动贸易创新发展，有利于为我国经济高质量发展拓展新空间、培育 ...