中国外贸2023年平稳开局：6.18万亿元进出口总值背后的机遇与挑战
根据海关总署最新数据，2023年1-2月中国进出口总值达6.18万亿元人民币，同比微降0.8%。其中出口3.5万亿元，增长0.9%；进口2.68万亿元，下降2.9%。
According to the latest data from the General Administration of Customs, China's total import and export value reached 6.18 trillion yuan in January-February 2023, a slight decrease of 0.8% year-on-year. Exports were 3.5 trillion yuan, up 0.9%, while imports were 2.68 trillion yuan, down 2.9%.
海关总署统计分析司司长吕大良表示，中国外贸总体实现平稳开局。值得注意的是，汽车出口成为亮点，前两个月增长78.9%，其中新能源汽车表现尤为突出。
Lv Daliang, director of the Department of Statistics and Analysis of the General Administration of Customs, said that China's foreign trade has achieved a steady start. Notably, automobile exports became a highlight, increasing by 78.9% in the first two months, with new energy vehicles performing particularly well.
主要贸易伙伴表现
Performance of Major Trading Partners
东盟继续保持中国第一大贸易伙伴地位，双边贸易总值9519.3亿元，同比增长9.6%。而中国与欧盟、美国、日本等传统贸易伙伴的进出口均出现不同程度下降。
ASEAN remains China's largest trading partner, with bilateral trade totaling 951.93 billion yuan, up 9.6% year-on-year. However, China's imports and exports with traditional trading partners such as the EU, the US and Japan all declined to varying degrees.
专家分析
Expert Analysis
东方金诚分析师李晓峰指出，RCEP协定生效显著促进了中国与东盟的贸易合作。同时，中国汽车产业升级，特别是新能源汽车的发展，对外贸促进作用明显。
Li Xiaofeng, an analyst at Orient Jincheng, pointed out that the entry into force of the RCEP agreement has significantly promoted trade cooperation between China and ASEAN. At the same time, the upgrading of China's automobile industry, especially the development of new energy vehicles, has played a significant role in promoting foreign trade.
光大银行周茂华认为，虽然面临欧美需求减弱等挑战，但随着海外通胀趋缓，预计中国外贸将在下半年逐步改善。
Zhou Maohua of Everbright Bank believes that although facing challenges such as weakening demand in Europe and the US, China's foreign trade is expected to gradually improve in the second half of the year as overseas inflation eases.
2023年外贸展望
2023 Foreign Trade Outlook
商务部部长王文涛强调，今年外贸形势严峻，但信心更足。政府将采取"稳规模、优结构"的策略，重点保住外贸基本盘，同时增强外贸综合竞争力。
Minister of Commerce Wang Wentao stressed that the foreign trade situation this year is severe, but confidence is stronger. The government will adopt a strategy of "stabilizing scale and optimizing structure", focusing on maintaining the basic foreign trade situation, while enhancing the comprehensive competitiveness of foreign trade.
专家普遍认为，随着中国企业积极"走出去"开拓市场，以及产业升级带来的竞争优势，中国外贸长期向好的基本面没有改变。
Experts generally believe that with Chinese companies actively "going global" to explore markets and the competitive advantages brought by industrial upgrading, the fundamentals of China's foreign trade remain positive in the long term.
