金十期货图示 一图看懂海关总署2025年4月重要大宗商品进口月报。 | 看产业链数据 · 到 3 金十期货 | | | | | | --- | --- | --- | --- | --- | | 关总署 | | | 2025年4月 | | | 、宗商品进口月报 | | | | | | 商品名称 | 4月 | 1-4月累计 | 比去年 同期土 | 累计比去年 同期土% | | 0/0 | | | | | | 鳞 农副产品 | | | | | | 大豆(万吨) | 608 | 2319 | -29.1 | -14.6 | | 食用植物油(厉喊) 480) 量子 203 -2.5 | | | | -11.8 | | 豆油(万吨) | 0 | 2 | -75.9 | -69.5 | | 棕榈油(万吨) | 16 | 54 | 6.4 | -22.8 | | 菜子油及芥子油(万吨) 明倩 18 | | 16 191 | 18.4 | 35.6 | | 食糖(万吨) | 13 | 28 | 148.5 | -77.3 | | 棉花(万吨) | 6 | 40 | -82.2 | -71.1 | | ● 矿砂及金属 | | ...

宏观经济 | 动态跟踪 报告发布日期 2025 年 05 月 14 日 | 孙国翔 | sunguoxiang@orientsec.com.cn | | --- | --- | | 孙金霞 | 执业证书编号：S0860523080009 | | | 021-63325888*7590 | | | sunjinxia@orientsec.com.cn | | 曹靖楠 | 执业证书编号：S0860515070001 | | | 021-63325888*3046 | | | caojingnan@orientsec.com.cn | | | 执业证书编号：S0860520010001 | | 陈至奕 | 021-63325888*6044 | | | chenzhiyi@orientsec.com.cn | | | 执业证书编号：S0860519090001 | | | 香港证监会牌照：BUK982 | | 政治局会议部署加快落地，一揽子金融政 | 2025-05-07 | | --- | --- | | 策稳定预期 | | | 区域的视角系列（5）：如何看待北京消费 | 2025-05-07 | | 数据？ | ...

Core Insights - In April, China's imports decreased by 0.2% year-on-year in USD terms, a significant improvement from the 4.3% decline in March [1][3]. Import and Export Data - The total import and export value in April was 5,352.0 billion, with a cumulative value of 19,693.7 billion for the first four months, reflecting a 2.0% month-on-month increase and a 1.3% year-on-year increase [3]. - Exports totaled 3,156.9 billion in April, with a cumulative value of 11,690.6 billion, showing a 0.6% month-on-month increase and an 8.1% year-on-year increase [3]. - Imports amounted to 2,195.1 billion in April, with a cumulative value of 8,003.1 billion, indicating a 3.9% month-on-month increase but a 0.2% year-on-year decrease [3]. Commodity-Specific Insights - Significant increases in imports were noted for copper ore and its concentrates (24.53% year-on-year) and integrated circuits (7.56% year-on-year) in April [3][4]. - Conversely, imports of soybeans, refined oil, and steel saw substantial declines, with year-on-year decreases of 29.06%, 37.15%, and 20.67%, respectively [3][5]. - In terms of value, April saw copper ore and its concentrates increase by 50.42% year-on-year, while soybeans and refined oil decreased by 37.78% and 38.57%, respectively [6][7]. Cumulative Trends - For the first four months of the year, integrated circuits, copper ore and its concentrates, and crude oil showed year-on-year growth rates of 8%, 7.8%, and 0.5%, respectively [4]. - However, most major commodities experienced declines in both volume and price during this period, with iron ore imports down by 5.5% and crude oil imports up by only 0.5% [8].