德国预计2026年与亚太地区贸易逆差创纪录,报告称作者:Maria Martinez柏林,10月28日讯——据路透社看到的一份德国对外贸易与投资署(GTAI)报告,德国与亚太地区的贸易逆差预计将在2026年达到近1460亿欧元(1630亿美元)的纪录,原因是对华出口下降超过了该地区其他地方销售增长。
Germany set for record trade deficit with Asia-Pacific in 2026, report says By Maria Martinez BERLIN, Oct 28 - Germany's trade deficit with Asia-Pacific is set to hit a record of nearly €146 billion ($163 billion) in 2026 as falling exports to China outweigh growing sales elsewhere in the region, according to a report by Germany Trade & Invest (GTAI) seen by Reuters.
这些数字凸显了德国出口商在中国面临的日益严峻的挑战,中国曾是其最重要的海外市场之一,而中国公司正在扩大先进技术、机械和电动汽车的国内生产。
The figures highlight the growing challenge facing German exporters in China, once one of their most important overseas markets, as Chinese companies expand domestic production of advanced technology, machinery and electric vehicles.
这家国有贸易促进机构表示,预计今年对29个核心亚太经济体的出口将下降3.2%,至1853亿欧元,而进口预计将上升6.4%,至3309亿欧元。
Exports to 29 core Asia-Pacific economies are expected to fall 3.2% this year to €185.3 billion, while imports are forecast to rise 6.4% to €330.9 billion, the state-owned trade promotion agency said.
德国总理弗里德里希·梅茨将于周一至周五访问日本、韩国和新加坡。周二,他呼吁欧洲和亚洲的中等强国在贸易、技术和安全领域建立战略联盟。中国需求疲软打击德国出口商GTAI表示,中国约占德国与亚太地区货物贸易的一半,并对整体数据产生不成比例的影响。
German Chancellor Friedrich Merz is visiting Japan, South Korea and Singapore from Monday to Friday. On Tuesday he called for European and Asian middle powers to build a strategic alliance in trade, technology and security. CHINA'S WEAKER DEMAND HITS GERMAN EXPORTERS China accounts for around half of Germany's goods trade with Asia-Pacific and has an outsized effect on the overall figures, GTAI said.
如果不计算中国,德国对该地区的出口预计将在2026年增长2.8%,而与亚太地区的贸易逆差将缩小至不到350亿欧元。
Excluding China, German exports to the region would grow by 2.8% in 2026, while the trade deficit with Asia-Pacific would narrow to just under €35 billion.
该报告称,德国对华机械出口在2026年前七个月同比下降了18%。同期,汽车出口下降了30%。
German machinery exports to China fell 18% in the first seven months of 2026 from a year earlier, according to the report. Automotive exports dropped 30% over the same period.
GTAI表示,德国汽车在中国的销量已从超过500万辆的峰值几乎腰斩,因为本地制造商在电动汽车领域取得进展,并受益于对电池供应链的控制。印度、东南亚占据优势GTAI表示,印度正成为德国公司越来越重要的市场和供应商。
German car sales in China have nearly halved from a peak of more than 5 million vehicles, GTAI said, as local manufacturers gain ground in electric cars and benefit from control over battery supply chains. INDIA, SOUTHEAST ASIA GAIN GROUND India is becoming a more important market and supplier for German companies, GTAI said.
过去十年,德国对印度的出口几乎翻了一番,从该南亚国家的进口也是如此。
German exports to India have nearly doubled over the past decade, as have imports from the South Asian country.
进口也在变得更加多样化。报告称,虽然服装仍然重要,但德国公司越来越多地从印度购买药品和机械零部件。
Imports are also becoming more diversified. While clothing remains important, German companies are increasingly buying pharmaceutical products and machine components from India, the report said.
尽管过去六年日元对欧元和美元大幅贬值,削弱了日本的购买力,日本仍然是德国公司相对稳定的市场。
Japan remains a relatively stable market for German companies despite the yen's sharp fall against the euro and dollar over the past six years, which has eroded Japanese purchasing power.
GTAI预计,2026年德国对东南亚国家联盟(东盟,11个成员国)的出口将增长快于进口,这得益于飞机交付。
GTAI expects German exports to the 11-member Association of Southeast Asian Nations (ASEAN) to grow faster than imports in 2026, helped by aircraft deliveries.
从长远来看,该地区作为电子产品和电气设备来源的重要性日益增加,正超越其作为服装和鞋类供应商的传统角色。
Over the longer term, the region is becoming increasingly important as a source of electronics and electrical equipment, moving beyond its traditional role as a supplier of clothing and footwear.