中国外贸强劲增长支撑2026年经济目标

中国今年前两个月外贸总额同比增长18.3%,达到7.73万亿元人民币,专家表示这将为2026年经济增长提供支撑,并为全球经济带来稳定。出口增长19.2%,进口增长17.1%,反映出全球需求改善和国内产业优势。

经济学家和商界领袖周二表示,强劲的外贸将支撑中国2026年的经济增长目标,凸显中国经济的韧性和长期潜力,同时作为全球经济增长和稳定的重要引擎。

海关总署周二发布的数据显示,今年前两个月,中国外贸总额达7.73万亿元人民币(约1.12万亿美元),同比增长18.3%。其中,出口4.62万亿元,增长19.2%;进口3.11万亿元,增长17.1%。

北京国际商务经济大学外贸研究员陈建伟表示,中国不断扩大的中等收入群体将继续推动进口转向消费品,而高科技和商品进口的增加将支持产业现代化,并提振全球出口商的需求。

国家信息中心经济预测部研究员闫敏指出,今年外贸的强劲开局反映了全球需求改善、中国产业优势以及市场主体活力恢复的综合效应。她说:“全球需求有所边际改善,制造业采购经理指数保持在扩张线以上,而稳定外贸的政策和更深层次的制度性开放为贸易增长提供了坚实支撑。”

牛津经济公司高级经济学家尤安娜·岳表示,中国政府致力于维持强大的产业基础,这表明制造业和出口将在近期继续作为经济增长的关键驱动力。她预计,2026年和2027年的主要增长动力仍将是制造业投资和外部需求,消费将在十年后随着收入和财富效应增强而变得更重要。

摩根士丹利首席中国经济学家邢自强表示,随着美国避免衰退并在2026年下半年积聚势头,全球贸易紧张局势逐步缓和以及全球需求复苏的扩大,将提振非科技出口,这与中国出口结构更趋一致。

外贸数据凸显中国在全球供应链中的核心作用。在华外资企业前两个月进出口总额达2.2万亿元,同比增长15.3%。周二发布的华南美国商会报告显示,在426家受访企业中,约45%将中国列为全球首要投资优先地,比2024年上升6个百分点。75%的受访企业计划在2026年再投资中国,其成员企业计划在未来三至五年内从中国利润中拨出约137.9亿美元用于再投资。

华南美国商会主席兼总裁哈利·塞迪恩指出,美国企业正在再投资以扩大市场份额、创新、本地化运营并更深入融入中国经济。

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