管涛:中国出口韧性从何而来

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今年以来,面对特朗普关税政策冲击,全球贸易增长超出市场预期,中国出口韧性尤为显著。根据世界贸易组织(WTO)最新数据,上半年,中国货物出口占全球出口份额升至14.2%,创下历史同期新高。那么,在不确定性加剧背景下,中国出口韧性从何而来?本文基于出口目的地、商品结构的分析表明,中国出口增长背后有供应链调整、制造业转型升级的坚实根基,同时也存在一定隐忧。明年中国需警惕世界经济增长动能减弱和对外经贸冲突...

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