在伊朗战争引发的能源冲击威胁东南亚供应链之际，美国和欧洲进口商正将部分订单转向中国。中国出口商在广州广交会上观察到买家数量恢复。
广州中国进出口商品交易会（广交会）展会上，美国和欧洲买家的数量已从去年水平恢复，据中国出口商观察。他们对家用电器、新能源产品和消费电子产品的询盘增多。
智信电子公司海外市场总监梁秋燕表示，这种买家转变显而易见。“从前来广交会的客户来看，我们清楚感受到欧洲和美国客户的回归”，她说，并补充一些客户正在加强对中国供应链的依赖，今年“可能有更多订单”。
该公司是一家按摩椅出口商，预计2026年收入增长30%至40%，主要由欧洲和美国市场驱动。她表示，华盛顿对中国的现有关税影响有限。
尽管如此，并非所有人都乐观，美国和欧洲进口商的部分订单转向中国，但东南亚供应链仍面临伊朗战争能源冲击的威胁。
由 AI 报道 AI 生成的图像
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.
The 139th Canton Fair opened in Guangzhou on April 15, setting records despite Middle East tensions disrupting travel. It features over 32,000 companies, 75,700 booths and a 1.55 million square metre area. Exporters voice concerns over geopolitical risks affecting Europe and emerging markets.
由 AI 报道
US importers have cut orders from Hong Kong firms and shifted to short-term contracts amid a global oil crisis triggered by war in the Middle East. Business leaders warn of eroding profit margins and strained liquidity, urging the government to bolster ties with Central Asia and Asean nations to diversify market risks. Executive Council member Jeffrey Lam Kin-fung said the situation will impact SMEs' cash flow.
In the ongoing Strait of Hormuz crisis, which began over a month ago with US and Israeli strikes on Iran, the strait reopened briefly before closing again this week. Oil prices remain elevated at US$100-105 per barrel, hitting China's transport and manufacturing sectors. Companies are delaying or cancelling orders to shield consumers from higher costs.
由 AI 报道
China's state-run Economic Daily has published back-to-back front-page editorials rejecting claims that its economy is losing steam and causing a global 'China shock 2.0'. The outlet argues that rising protectionism, not China's strong exports, is the real global economic problem. It describes the 4.5 to 5 per cent growth target as a 'reasonable range'.
Beijing renewed import licences for hundreds of US beef plants during US President Donald Trump’s visit to meet Chinese leader Xi Jinping. Brazil nears its annual beef export quota to China and is seeking alternative markets.
由 AI 报道
Hong Kong's major retailers are using direct sourcing and economies of scale to avoid price hikes amid surging logistics costs from the Middle East war. Sa Sa International chairman Simon Kwok Siu-ming warns of pressure on petroleum-derived beauty products. Shipping and airfreight costs have risen 10 to 15 per cent.