"The growth of foreign trade in the fourth quarter far exceeded expectations", "the production of foreign trade orders has been scheduled for 2026", and "customers in Russia, Malaysia and other places have sent cooperation intentions" ......In recent months, China's goods** have shown a steady upward momentum, and the growth rate of imports and exports in RMB terms has rebounded for four consecutive months, achieving positive growth in October and November. On the whole, the positive factors of foreign trade development continue to accumulate, and the trend of stabilization continues to consolidate. The reporter of China's ** newspaper learned that in the context of the stabilization of foreign trade, the order situation of many foreign trade enterprises has improved, and it is expected to continue to improve.
The market is active
It's been a year like I've spent all the time on a plane. Fei Zhongfu, chairman of Jiaxing Ruili Home Textiles, said with emotion. In December last year, the Zhejiang Provincial Department of Commerce led enterprises to fly to Europe to receive orders, and the action of "thousands of enterprises to expand the market and increase orders" was launched. As of December 10, 2023, a total of 2,709 delegations in Zhejiang Province have gone overseas to participate in exhibitions, carry out economic and trade negotiations, investment promotion and other business activities, link 15,384 enterprises and 31,485 people, and reach more than 182 billion yuan of intended orders.
Orders have increased, and foreign trade data has also followed**. From a national point of view, the data disclosed by the General Administration of Customs shows that China's export volume has changed from a year-on-year decline to an increase since August, and the growth rate has continued to expand, with the export volume increasing by 12% in November, reaching the peak since the second quarter. At the same time, the volume of imports has maintained positive growth for 10 consecutive months. Looking at Zhejiang, from January to November this year, the total import and export value of Zhejiang reached 450 trillion yuan, a year-on-year increase of 44%。Among them, export 328 trillion yuan, a year-on-year increase of 35%, exports account for 15 of the country2%, ranking second in the country.
The recovery of foreign trade orders can also be seen in Yiwu, which is known as the "foreign trade barometer".
In Yiwu International Trade City, there is an endless stream of international merchants who come and go to negotiate business, and the merchants in the store are busy receiving customers and taking inventory of goods. According to the analysis of the small commodity index network, in the second week of December, the **index was small**, and the offline transaction was hot, driving the on-site trading ** index and the **easy ** index**. Clothing accessories and accessories, skin care and beauty products, hygiene and cleaning daily necessities and other products are more hot in the market.
From January to November this year, the sample turnover of the entire market exceeded 200 billion yuan, with an average daily passenger flow of more than 200,000 people and an average daily foreign flow of more than 3,100 people, which basically recovered to the level of 2019. * Chen Zhixing, deputy general manager of the group, told reporters that in the main market, Yiwu has closer contacts with countries along the "Belt and Road" and other countries along the RCEP. From January to November this year, Yiwu imported and exported a total of 2,924 to countries along the "Belt and Road".700 million yuan, a year-on-year increase of 22%.
Demand is picking up
In November, China's exports to the United States ended a 14-month decline and turned to an increase of 96%, the decline in imports and exports to Japan and South Korea narrowed. Mobile phones, home appliances and other consumer electronic products rebounded significantly, in November, the growth rate of integrated circuit imports turned positive for the first time in the year, and the import volume increased for three consecutive months, showing that the export demand for terminal electronic products has improved.
On this basis, through the advance layout of technological advantages, many listed companies continue to strengthen the stickiness with overseas customers. "We have already completed a large number of new projects for overseas major customers in the third quarter, and this customer is one of our important strategic customers now and in the future. Jingyan Technology, which is mainly engaged in the manufacture of mobile phone MIM parts, said that the company is continuing to give full play to its advantages in technology and production capacity, and cooperate with overseas customers to do a good job in the development of cutting-edge new projects.
There are also companies that are stepping up their efforts to explore overseas markets and regard foreign trade business as the second "growth pole". In September this year, Handler signed cooperation agreements with Jiangsu Shuntian and Tongli Co., Ltd. respectively to borrow ships to go to sea to explore the international market. "We have set up an international business department, hoping to use the system, channels and resources of our partners to obtain business information and product needs in the international market in a timely manner, seize the opportunity period of high prosperity in the international special vehicle market, and help us achieve the development goal of 'quadrupling business performance and building a new handler'. Chen Huiyuan, director and deputy general manager of Handler, told reporters that the company has recently participated in the annual meeting of overseas dealers held by Tongli Co., Ltd., exhibited a variety of advantageous products, and harvested the cooperation intentions of customers in Russia, Malaysia and other places.
With the continuous recovery of external demand, the growth of Yiwu's foreign trade in the fourth quarter of this year also far exceeded expectations. On December 18, Yiwu's annual express business volume exceeded 10 billion pieces, becoming the first county-level city in the country with an annual express business volume of more than 10 billion. "In 2022, Yiwu's annual express business volume will be 9.1 billion pieces, and the rapid growth of express business volume also proves to a certain extent the high growth rate maintained by Yiwu's foreign trade. Especially after entering the fourth quarter, the growth of foreign trade has exceeded our expectations. * The relevant person in charge of the group told reporters.
*The relevant person in charge of the group said that many factory orders are now full and can no longer receive new orders. After entering the fourth quarter, New Year's paintings, couplets and other Spring Festival festive supplies will continue to set off a wave of domestic and foreign trade orders.
Expectations are positive
At the MEDICA exhibition in Germany, which just ended in November, the new products such as atomizers developed by the company were well received by customers, and the number of orders signed on the spot far exceeded that of previous years. Zhang Yujun, secretary of the board of directors of Lude Medical, told reporters.
Lude Medical's feelings are a microcosm of the current recovery of foreign trade in many industries and regions.
According to Nanjing Customs, Jiangsu continued to pick up in November after achieving positive growth in foreign trade in October, with 4,825 imports and exports in the month300 million yuan, the scale of import and export hit a new high in the past 15 months, an increase of 7 over the same period last year4%。Of these, exports 3103600 million yuan, a year-on-year increase of 82%。In terms of industries, in the first 10 months of this year, Jiangsu Province's exports of mobile phones, auto parts, and ships increased significantly, with exports of 1486 respectively600 million yuan, 677300 million yuan, 525800 million yuan, corresponding to the growth of1%。
In October this year, SUMEC's shipping company signed a long-term charter agreement with shipping giant Cargill Shipping for 12 Crown 63 Plus newly-built bulk carriers. According to reports, the ship has independent intellectual property rights, can meet the requirements of IMO Tier III and the ship energy efficiency design index EEDI III stage emission standards, is the world's third ship with BV Smart ENE1 energy efficiency management classification symbol, in the economy and energy saving, cargoability, safety, environmental protection in the industry leader.
In the first three quarters of this year, our shipbuilding business successfully delivered 15 new ships, nearly 60 orders in hand, and the production of foreign trade orders has been scheduled to 2026. "In the future, the company will continue to deepen the medium-sized bulk carrier market, strengthen ship design, R&D and construction capabilities, and forge core competitive advantages." ”
Original**: China ** Daily, China Securities Network.