
一 | (ECNS) -- China's total goods trade reached 30.13 trillion yuan (about $4.46 trillion) in the first seven months of 2026, up 17.3% year on year, according to data released by the General Administration of Customs on Friday. Exports rose 14% to 17.44 trillion yuan (about $2.58 trillion), while imports jumped 22% to 12.69 trillion yuan (about $1.88 trillion). In July alone, the country's foreign trade totaled 4.66 trillion yuan (about $690 billion), up 19.2% from a year earlier. Exports reached 2.71 trillion yuan (about $401 billion), up 17.8%, and imports stood at 1.95 trillion yuan (about $289 billion), up 21.2%. Trade with ASEAN reached 5.14 trillion yuan (about $761 billion) in the January-July period, up 20% year on year. Trade with the EU rose 9.5% to 3.67 trillion yuan (about $543 billion), while trade with the U.S. fell 1.6% to 2.38 trillion yuan (about $352 billion). Trade with Belt and Road partner countries totaled 15.36 trillion yuan (about $2.28 trillion), up 15.5%. Private enterprises led the growth, with imports and exports reaching 17.16 trillion yuan (about $2.54 trillion), up 17.2%. Foreign-invested enterprises posted 8.78 trillion yuan (about $1.30 trillion) in trade, up 17.6%, while state-owned enterprises recorded 4.14 trillion yuan (about $613 billion), up 17.3%. In terms of key products, exports of mechanical and electrical products reached 11.12 trillion yuan (about $1.65 trillion), up 21.2%, while agricultural exports stood at 429.69 billion yuan (about $63.7 billion), up 3.7%. On the import side, mechanical and electrical product imports reached 5.31 trillion yuan (about $787 billion), up 29.7%. Crude oil imports fell 13.2% to 283 million metric tons, while agricultural imports rose 7.4% to 904.1 billion yuan (about $134 billion). (By Tang Yuxian)
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二 | 由点及线,作为新能源汽车的产业链上游环节,锂电池产业保持较好发展势头,充分体现了市场对新能源汽车的旺盛需求。

三 | 绘出锂电池和新能源汽车产量增速图,不难发现,二者几乎保持了同步增长。上半年,新能源汽车产销分别完成266.1万辆和260万辆,同比均增长1.2倍,产销规模再创新高。汽车产业产业链长、覆盖面广、带动性强,是国民经济重要支柱产业。锂电池产业的稳定增长,使得汽车产业能够更有力支持中国制造由大到强。往长远看,随着锂离子电池在储能电站、5G基站等领域快速渗透,锂电储能产业将迎来爆发式增长。预计到2025年,我国锂电储能累计新增装机规模将达到50吉瓦,市场空间约2000亿元。发挥科技的渗透性、扩散性作用,能为高质量发展提供更多的源头供给、科技支撑和新的成长空间。

四 | 从线到面,锂电池、新能源汽车、储能等新兴产业快速成长,不仅在经济运行中展现出较强的发展韧性,也成为产业结构转型、助力制造业高质量发展的重要引擎。今年以来,尽管外部环境复杂严峻,但我国经济创新引领持续增强、升级发展的态势没有改变。上半年,规模以上高技术制造业增加值同比增长9.6%,高技术产业投资增长20.2%;二季度,锂离子电池、电子元器件、集成电路等小类行业增加值增速均在20%以上。新动能较快成长,引领作用持续显现,为缓解经济下行压力、促进就业市场稳定、推动经济平稳健康发展提供了重要支撑。
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