物流巨头DHL预计到2030年收入大幅增长，主要得益于中国企业海外扩张，尽管全球贸易面临美以对伊朗战争和不可预测关税政策的干扰。全球转发与货运业务首席执行官Oscar de Bok在上海接受采访时强调，中国在全球供应链中发挥关键作用。
全球贸易因美以对伊朗的战争以及不断变化的关税壁垒而面临严重干扰，但总部位于德国的物流巨头DHL仍维持雄心勃勃的增长目标。该公司计划到2030年将其收入较2023年水平增长50%，并将中国中型企业视为关键客户群，Oscar de Bok在周二于上海的集体采访中表示。 “如果你审视整体全球供应链，中国扮演着关键角色，”de Bok说。“从中国到世界其他地区的流量仍在增加。” 中国对外贸易的韧性是DHL在 spite中东危机和贸易障碍下仍保持增长预期的关键原因，de Bok指出。中国企业海外扩张浪潮为DHL提供了巨大增长潜力，尽管地缘政治紧张局势持续。DHL强调，中国在全球供应链中的核心地位支撑了其乐观展望。
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China's foreign trade reached 11.84 trillion yuan ($1.63 trillion) in the first quarter of 2026, up 15% year on year, the fastest quarterly growth in nearly five years, officials from the General Administration of Customs announced on Tuesday. Exports totaled 6.85 trillion yuan, up 11.9%, while imports rose 19.6% to 4.99 trillion yuan. The figure marks the first time first-quarter trade has exceeded 11 trillion yuan.
Analysts forecast accelerated growth for the global luxury sector in 2026, with China’s consumer spending rebound as a key driver despite challenges from a volatile property market and oil shocks from the war in Iran. HSBC, Deutsche Bank and BNP Paribas predict global sales growth of 5.5 to 6 per cent.
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Amid energy shocks from the Iran war threatening Southeast Asia’s supply chains, US and European importers are shifting some orders back to China. Chinese exporters report a recovery in buyer numbers at the Canton Fair in Guangzhou.
Clément Beaune, head of France's Planning Council, proposes 30 percent tariffs on all Chinese imports to shield European industry. In a Handelsblatt interview, the close confidant of President Emmanuel Macron warns of a gigantic Chinese industrial threat, hitting Germany hardest amid a fresh energy crisis.