核心观点国内市场：2025年我国出口额再创新高，外需动能并未因美国关税政策扰动而放缓，出口增速韧性稳固。第一，从贸易合作伙伴来看，我国与美国、日本合作有所减弱，与东盟、欧盟、共建“一带一路”国家合作持续深化，我国贸易伙伴结构多元化，传统的以美国为消费主导的贸易秩序松动。第二，从出口重点商品来看，高技术产品和绿色产品成为出口的主要拉动力，出口增速保持高速增长，如专用装备、高端机床、工业机器人、锂电池...
Source Link核心观点国内市场：2025年我国出口额再创新高，外需动能并未因美国关税政策扰动而放缓，出口增速韧性稳固。第一，从贸易合作伙伴来看，我国与美国、日本合作有所减弱，与东盟、欧盟、共建“一带一路”国家合作持续深化，我国贸易伙伴结构多元化，传统的以美国为消费主导的贸易秩序松动。第二，从出口重点商品来看，高技术产品和绿色产品成为出口的主要拉动力，出口增速保持高速增长，如专用装备、高端机床、工业机器人、锂电池...
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