2021年第一季度中国电子元件进出口深度分析报告

2021年第一季度中国电子元件进出口深度分析报告

In-Depth Analysis of China's Electronic Components Import & Export in Q1 2021

疫情后中国电子元件产业强势复苏

Strong Recovery of China's Electronic Components Industry Post-Pandemic

自2020年2月新冠疫情爆发以来，中国凭借有效的疫情防控措施率先实现经济复苏。电子元件行业表现尤为突出，2020年第一季度虽遭受重创，但随后三个季度实现强劲反弹。

Since the COVID-19 outbreak in February 2020, China's effective epidemic control measures have led the economic recovery. The electronic components industry showed remarkable resilience, despite a severe hit in Q1 2020, it achieved strong rebounds in subsequent quarters.

2020年行业整体表现

2020 Industry Performance Overview

2020年1-12月，中国电子元件总出口额达1167亿美元，同比增长7.64%；进口额728亿美元，增长5.85%。电容领域表现尤为亮眼，出口58亿美元（+42%），进口113亿美元（+16%）。

From January to December 2020, China's total electronic components exports reached $116.7 billion (+7.64% YoY), with imports at $72.8 billion (+5.85% YoY). The capacitor sector stood out with $5.8 billion exports (+42%) and $11.3 billion imports (+16%).

主要贸易伙伴分析

Key Trading Partners Analysis

中国电子元件主要出口至香港（占24%）、美国、越南（+36.27% YoY）等地区；主要进口来源为日本（+11.43% YoY）、台湾、韩国等。值得注意的是，越南市场增长最为迅猛。

Major export destinations included Hong Kong (24% share), USA, and Vietnam (+36.27% YoY). Primary import sources were Japan (+11.43% YoY), Taiwan, and South Korea. Notably, Vietnam showed the fastest growth.

2021年第一季度最新趋势

Q1 2021 Latest Trends

2021年1-2月数据显示，除电声器件外，其他品类均实现两位数增长。容阻、继电器等产品同比增长超50%。本土企业订单火爆，90%企业招工人数增加10%以上。

January-February 2021 data shows double-digit growth across categories except electro-acoustic devices. Components like capacitors/resistors and relays grew over 50% YoY. Domestic manufacturers report booming orders, with 90% companies increasing hiring by 10+%.

行业面临的四大挑战

Four Major Industry Challenges

1. 自主创新能力不足
2. 产业链协同性差
3. 工匠精神缺乏，招工难
4. 原材料价格快速上涨

1. Weak independent innovation capability
2. Poor industrial chain coordination
3. Lack of craftsmanship spirit and labor shortage
4. Rapid raw material price increases

未来发展建议

Future Development Recommendations

重点提升七大"新基建"领域配套能力，加强产业链协同，推动智能制造转型。预计2021年投资额将大幅超越2020年的800亿元。

Prioritize supporting capabilities in seven "new infrastructure" sectors, enhance industrial chain coordination, and promote smart manufacturing transformation. 2021 investments are expected to significantly exceed 2020's 80 billion yuan.

九大潜力应用领域

Nine Promising Application Sectors

移动终端、汽车电子、家用电器、通信设备、计算机、电力能源、高端装备、工业设备和医疗电子将成为未来增长引擎。

Mobile terminals, automotive electronics, home appliances, communication equipment, computers, power/energy, high-end equipment, industrial devices and medical electronics will be key growth drivers.