中国10月出口同比增长11.2%创18个月新高 全年外贸质升量稳目标可期
权威外贸数据发布:海关总署11月7日公布数据显示,2024年前10个月,我国货物贸易进出口总值达36.02万亿元人民币,同比增长5.2%。其中出口20.8万亿元,增长6.7%;进口15.22万亿元,增长3.2%。
October export performance: In dollar terms, China's exports surged 12.7% year-on-year in October to $309.06 billion, accelerating sharply from 2.4% growth in September and marking the fastest pace since April 2023.
关键增长点:10月单月出口表现尤为亮眼:
• 人民币计价同比增长11.2%
• 美元计价同比增长12.7%
• 创下自2023年4月以来18个月的新高
Growth drivers: Key export sectors showed strong momentum:
• Mechanical & electrical products: +8.5% (59.4% of total exports)
• Integrated circuits: +21.4%
• Automobiles: +20%
• Ships: +74.9%
贸易伙伴分析:前10个月主要贸易伙伴表现:
• 东盟:第一大贸易伙伴,贸易总值5.67万亿元(+8.8%)
• 欧盟:第二大贸易伙伴,贸易总值4.64万亿元(+1.2%)
• 美国:第三大贸易伙伴,贸易总值4.01万亿元(+4.4%)
Market analysis: Experts attribute the strong rebound to:
• Disappearance of September's temporary disruptions (extreme weather, shipping delays)
• Resilient demand from major markets
• Strong performance of cross-border e-commerce
• Recovery in electronics and consumer goods demand
专家观点:中国世界贸易组织研究会副会长霍建国表示:"外贸韧性十足,民营企业表现突出。欧美市场订单保持旺盛,虽然面临关税压力,但市场溢出效应显著。"
Outlook: While expecting some moderation in November-December due to higher base effects, analysts maintain positive full-year forecasts:
• Customs Department: "Annual goal of quality improvement and stable volume achievable"
• Experts project 3%-5% full-year growth
• Christmas season expected to provide year-end boost
政策效应显现:海关总署统计分析司司长吕大良指出,9月26日中央政治局会议后的一揽子增量政策集中发力,推动10月进出口增速较9月加快近4个百分点。
