2024中国外贸数据解读：服装出口回暖，跨境电商新趋势
中国服装出口呈现结构性增长 | China's Apparel Export Shows Structural Growth
根据中国海关最新数据，2024年1-11月中国服装累计出口额达1442.2亿美元，同比微降0.2%，但降幅持续收窄。值得注意的是，11月单月出口同比增长4.3%至130.2亿美元，延续10月以来的增长势头。
According to the latest customs data, China's apparel exports totaled $144.22 billion from January to November 2024, down 0.2% year-on-year but with narrowing decline. Notably, November exports alone grew 4.3% YoY to $13.02 billion, continuing the growth momentum since October.
细分品类表现分化 | Divergent Performance by Category
衬衫和内衣类产品成为出口亮点：针织T恤出口激增23.8%，衬衫、内衣/睡衣、胸衣及婴儿服装出口分别增长9.9%、8.6%、5.5%和6.3%。但外套类产品表现疲软，大衣/防寒服和西服/便服套装出口量分别下降17%和11.8%。
Shirts and underwear categories stood out: Knitted T-shirt exports surged 23.8%, while shirts, underwear/pajamas, bras and baby clothing exports grew 9.9%, 8.6%, 5.5% and 6.3% respectively. However, outerwear performed weakly, with overcoat/cold-proof clothing and suits/casual suits declining 17% and 11.8%.
跨境电商动态 | Cross-border E-commerce Updates
• 马来西亚社交媒体牌照：微信和TikTok已获批准，而X平台因用户不足800万门槛暂未获批，谷歌YouTube仍在谈判中。
• Malaysia Social Media Licenses: WeChat and TikTok approved, while X platform failed to meet 8-million-user threshold and Google's YouTube remains in negotiations.
• 阿里巴巴全球速卖通：临沂跨境电商产业园正式开园，将打造跨境产业新高地。
• Alibaba's AliExpress: Linyi cross-border e-commerce industrial park officially opened, aiming to become new hub.
• TikTok美国销售：12月销售额达11.6亿美元，运动户外类增长9%，美妆个护下降5%。
• TikTok US Sales: December sales reached $1.16 billion, with sports/outdoor growing 9% while beauty/personal care dropped 5%.
海外市场政策变化 | Overseas Policy Changes
• 墨西哥新关税：对来自未签订条约国家（含中国）的商品征收19%关税，可能影响Shein和Temu等电商平台。
• Mexico New Tariffs: 19% tariff on goods from non-treaty countries (including China), potentially impacting e-commerce platforms like Shein and Temu.
• 印度反倾销：对中国软磁铁氧体磁芯征收最高35%反倾销税，滚子链最高6.34%。
• India Anti-dumping: Up to 35% anti-dumping duty on Chinese soft ferrite cores, and up to 6.34% on roller chains.
• 印尼增值税：2025年1月1日起，奢侈品增值税率从11%上调至12%。
• Indonesia VAT: Luxury goods VAT rate increased from 11% to 12% effective January 1, 2025.
中国企业海外扩张 | Chinese Companies' Overseas Expansion
• 卡倍亿墨西哥生产基地进入试生产阶段，目标扩大北美市场份额
• KBE's Mexico production base enters trial production, aiming to expand North American market share
• 福田汽车与泰国正大集团合作投资10亿泰铢建厂，年产能1800辆
• Foton Motors partners with Thailand's CP Group to invest 1 billion THB in new plant with annual capacity of 1,800 vehicles
• 五菱成为首家在印尼生产动力电池的中国汽车品牌，新能源车市场份额超40%
• Wuling becomes first Chinese automaker to produce power batteries in Indonesia, with NEV market share exceeding 40%
