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阿纳多卢通讯社

中国如何重塑美国以外的出口版图How China is reshaping its export map beyond the US

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2025年中国对东盟出口额增长14%,对欧盟出货量增长9%,机械、芯片和电动汽车推动2026年进一步增长,尽管去年对美出口额大幅下降,但由于来自东南亚和欧洲的需求更加强劲,弥补了美国市场的销售损失,中国向全球售出的商品反而更多。

China's exports to ASEAN rose 14% and shipments to the EU increased 9% in 2025 Machinery, chips and electric vehicles fuel further growth in 2026 China sold more goods to the world despite a sharp drop in exports to the US last year, as stronger demand from Southeast Asia and Europe more than made up for lost American sales.

这一增长发生的背景是一场自2018年开始升级的贸易冲突,当时唐纳德·特朗普的第一届政府以知识产权问题和向美国企业施加技术转让压力为由,对中国商品加征了额外关税。

The growth came against the backdrop of a trade conflict that escalated in 2018, when President Donald Trump's first administration imposed additional tariffs on Chinese goods, citing concerns over intellectual property and pressure on American companies to transfer technology.

随着两国相继宣布提高关税,这场争端在2025年4月进一步加剧。

The dispute intensified in April 2025 as both countries announced successive tariff increases.

次月在日内瓦举行的会谈带来了一个暂时的缓和期,双方同意取消部分附加关税,并将其他关税暂停90天。这项协议并未消除两国之间的所有关税。

Talks in Geneva the following month brought a temporary easing, with both sides agreeing to remove some additional duties and suspend others for an initial 90 days. The agreement did not eliminate all tariffs between them.

关税是进口商品企业支付的税款。它们会使中国产品对美国买家的价格变高,从而向出口商施压,迫使其降价或在别处寻找客户。

Tariffs are taxes paid by businesses importing goods. They can make Chinese products more expensive for American buyers, putting pressure on exporters to cut prices or find customers elsewhere.

海关数据显示,2025年中国对美出口下降19.5%,至约3.01万亿元(折合4200亿美元)。然而,其总出口额却上升了6.1%,达到约3.77万亿美元。N这种对比表明,其他地区更强劲的销售额如何帮助中国消化了其最大市场之一的下滑。

China's exports to the US fell 19.5% in 2025, reaching approximately 3.01 trillion yuan ($420 billion). Yet its total exports rose 6.1% to around $3.77 trillion, according to customs figures. The contrast shows how stronger sales elsewhere helped China absorb the decline in one of its biggest markets.

东南亚和欧洲填补了缺口。有两个市场提供了尤为重要的缓冲:东南亚国家联盟(东盟)和欧盟。

Southeast Asia and Europe fill the gap Two markets provided a particularly important cushion: the Association of Southeast Asian Nations (ASEAN) and the European Union.

2025年,中国对东盟的出口额增长了14%,达到约665亿美元,而对欧盟的出货量则增长了9%,达到约560亿美元。

Chinese exports to ASEAN rose 14% to approximately $665 billion in 2025, while shipments to the EU increased 9% to about $560 billion.

根据取整后的海关数据计算,与对美销售损失约102亿美元相比,中国在这两个市场的额外销售额增加了约128亿美元。

Calculations using rounded customs figures show that China gained about $128 billion in additional sales to those two markets, compared with roughly $102 billion in lost sales to the US.

换句话说,东南亚和欧洲的增长额比美国的销售缺口大约高出四分之一。

In other words, the gains in Southeast Asia and Europe were about a quarter larger than the American shortfall.

其中,东盟贡献了约82亿美元的额外销售额,欧盟则贡献了约46亿美元。

ASEAN accounted for approximately $82 billion of the additional sales, while the EU contributed about $46 billion.

这些数字并不意味着原本打算卖给美国买家的同一批货物被运往了其他地方。它们表明,在中国的整个出口部门中,其他市场上更强劲的销售额超过了对美出口的下降。

The figures do not mean the same goods once intended for American buyers were shipped elsewhere. They show that, across China's export sector, stronger sales in other markets outweighed the US decline.

去年,东盟和欧盟合计购买了约1.23万亿美元的中国商品,几乎是美国购买金额的三倍。

Together, ASEAN and the EU bought around $1.23 trillion in Chinese goods last year, nearly three times the amount purchased by the US.

这两个市场占中国出口额的大约三分之一,而美国市场仅占约九分之一。中国的贸易关系也远远延伸到了这些目的地之外。

The two markets accounted for roughly one-third of China's exports, compared with about one-ninth for the American market. China's trading relationships also extend well beyond those destinations.

2025年,中国与非洲的双边贸易额增长了18.4%,与拉丁美洲的贸易额增长了6.5%。这些数字既包括出口,也包括进口。

Total trade with Africa rose 18.4% in 2025, while trade with Latin America increased 6.5%. These figures include both exports and imports.

海关总署的数据显示,在这一年里,中国与190多个国家和地区的贸易额实现了增长。

China recorded growth in trade with more than 190 countries and regions during the year, according to the General Administration of Customs.

中国与共建“一带一路”合作伙伴的贸易额增长了6.3%,达到约3.3万亿美元,占中国货物贸易总额的一半以上。

Trade with Belt and Road partner countries increased 6.3% to approximately $3.3 trillion, accounting for just over half of China's total goods trade.

这些群体存在重叠,因此它们的贡献不能简单相加。但这些数字显示了中国贸易网络的广度,也解释了为什么一个市场的销售额下降并不一定导致整体出口减少。

These groups overlap, so their contributions cannot simply be added together. But the figures show the breadth of China's trading network and why falling sales in one market do not necessarily lead to lower exports overall.

芯片和电动汽车驱动进一步增长。在机械、电子以及电动汽车和电池等产品的支持下,中国的出口增长在2026年得以延续。

Chips and electric vehicles drive further growth China's export growth continued in 2026, supported by machinery, electronics and products such as electric vehicles and batteries.

根据政府公布的贸易总额换算,前九个月出口额增长了16.4%,达到约3.45万亿美元。

Exports rose 16.4% in the first nine months, reaching approximately $3.45 trillion when converted using the government's published trade totals.

国家统计局的数据显示,机械和电气产品占出口额的近三分之二。这些产品的销售额增长了23.7%,增速快于整体出口。

Mechanical and electrical products accounted for almost two-thirds of exports. Sales of those products grew 23.7%, faster than exports overall, according to the National Bureau of Statistics.

芯片出口近乎翻倍,飙升99.1%。电动汽车出口增长了72.3%,锂电池出口则增长了36.4%。海关数据显示,装备制造业占出口增幅的近90%。

Chip exports nearly doubled, rising 99.1%. Electric vehicle exports increased 72.3%, while lithium battery exports grew 36.4%. Equipment manufacturing accounted for nearly 90% of the increase in exports, customs figures showed.

超过一半的出口产品是用于在海外制造产品的零部件、材料和其他货物,这突显了中国不仅是消费者的供应国,也是海外工厂供应商的角色。

More than half of exports were parts, materials and other goods used to make products abroad, highlighting China's role as a supplier to overseas factories as well as consumers.

这些增幅衡量的是销售额,因此它们既能反映价格的变化,也能反映出货产品数量的变化。强劲的全国数据也并不意味着每家出口商都受益均等。

The increases measure sales value, so they can reflect changes in prices as well as the number of products shipped. Strong national figures also do not mean every exporter benefited equally.

最新数据显示,在其他地区持续扩张的同时,中美整体贸易也开始恢复增长。

The latest data show that overall trade with the US has begun growing again alongside continued expansion elsewhere.

2026年前九个月,中国与东盟的贸易额增长了22.7%,达到约1.02万亿美元。与欧盟的贸易额增长了8.4%,达到约7110亿美元,而与美国的贸易额则增长了4.1%,达到约4730亿美元。这些总额包含了进口和出口,因此并未单独显示出口的变化情况。

China's trade with ASEAN rose 22.7% to approximately $1.02 trillion in the first nine months of 2026. Trade with the EU increased 8.4% to around $711 billion, while trade with the US rose 4.1% to approximately $473 billion. Those totals include imports and exports, so they do not show how exports alone changed.

美国市场依然重要,在其他地方找到更多客户并不意味着中国企业已经停止依赖美国买家。但中国近期的表现表明,其出口增长有着多个来源。

The American market remains important, and finding more customers elsewhere does not mean Chinese businesses have stopped relying on US buyers. But China's recent performance shows that its export growth has several sources.

东南亚和欧洲帮助弥补了去年的对美损失,而芯片、机械和电动汽车则在支撑着进一步的扩张。

Southeast Asia and Europe helped cover last year's American losses, while chips, machinery and electric vehicles are supporting further expansion.

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