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German exports to China fall over 12% in H1 as industrial upgrading reshapes trade structure; cooperation remains vital: expert_我的网站
一 | 中新社上海8月25日电 (记者 陈建新 缪璐)“欢迎大家来大陆，走进校园、走进训练基地，参与训练交流、赛事活动、学习实践。
German exports to China fell year-on-year in the first half of 2026, pointing to a deeper restructuring of bilateral trade as China moves up the manufacturing value chain, Chinese analysts said. They also cautioned that the decline should not be read as diminishing China's importance to German businesses, given the deep economic ties and the continued benefits of cooperation for both sides.
Germany's first-half exports to China fell by more than 12 percent year-on-year to just under 37 billion euros ($43 billion), while imports from China rose 8.9 percent to 91.8 billion euros, according to data from Germany Trade & Invest (GTAI) cited by Reuters on Sunday. Germany's trade deficit with China widened to about 55 billion euros from 40 billion euros a year earlier, the report said.
Reuters cited Corinne Abele, GTAI's East Asia expert, as pointing to weaker domestic demand and the fact that German companies are increasingly producing inside China.
Commerzbank economist Vincent Stamer said that China's diminishing reliance on Germany showed that the country is becoming more independent of Western powers and catching up technologically, according to Reuters.
China has continued to strengthen its capabilities in sectors including new-energy vehicles, artificial intelligence and advanced manufacturing, enabling more products and technologies that previously depended on imports to be supplied domestically, Zhao Junjie, a senior research fellow at the Institute of European Studies at the Chinese Academy of Social Sciences, told the Global Times on Sunday.
"This means the structure of China-Germany trade is changing," Zhao said, noting that as Chinese industries move up the value chain, China's reliance on some German industrial products is declining, while Chinese companies are becoming more competitive in sectors where German manufacturers traditionally enjoyed strong advantages.
In a position paper released on July 28, China's Ministry of Commerce (MOFCOM) said that the rapid growth of China's modern industries is driven by innovation, with nationwide research and development (R&D) spending growing by an average of 10 percent annually during the 14th Five-Year Plan (2021-25) period.
The changing trade trend is also linked to Germany's own industrial competitiveness and policy environment, Zhao said, noting that high energy costs, demographic pressures and slower investment in some emerging technologies have weighed on the country's industrial upgrading and innovation.
At the same time, political and security considerations have increasingly shaped Germany's economic policy toward China, as Berlin has moved closer to the broader US and EU "de-risking" agenda, Zhao said.
"Such policies can be a double-edged sword, raising costs for German companies in China and disrupting bilateral economic cooperation while seeking to pressure Chinese industries."
However, it is notable that overall China-Germany trade remained substantial. Total bilateral trade exceeded 128 billion euros in the first half, about 3 billion euros more than Germany's trade with the US, according to Reuters.
China overtook the US as Germany's top trading partner in 2025 after US President Donald Trump launched sweeping protectionist tariffs that weighed on German exports to the US.
Falling German exports should not be seen as diminishing China's importance to German businesses, especially as bilateral ties are increasingly expanding beyond trade into investment, local production and R&D, analysts said.
German companies invested more than 7 billion euros in China in the first 11 months of 2025, up 55.5 percent from 4.5 billion euros in 2024 and 2023 and hitting a four-year high. German companies are bulking up their China business and adopting "China for China" production strategies partly to reduce exposure to possible tariffs and export restrictions, according to Reuters.
Major German companies are also deepening their presence in China. BASF's Verbund site in Zhanjiang, South China's Guangdong Province went fully operational in March with an investment of 8.7 billion euros, the largest single investment project wholly owned by a German enterprise in China, the Xinhua News Agency reported.
"China and Germany have developed deeply intertwined economic interests over many years," Zhao said. Rather than treating stronger Chinese industries as a reason to reduce cooperation, Germany should adapt to a relationship in which competition increasingly coexists with investment, innovation and industrial collaboration, he noted.
Recent high-level exchanges have also underscored the importance both sides attach to economic ties. During a meeting with German Economy Minister Katherina Reiche in May, Chinese Vice Premier He Lifeng said that China and Germany are important economic and trade partners with a solid foundation, enormous potential and strong complementarity, calling on both sides to consolidate cooperation in traditional sectors and tap opportunities in emerging fields, according to the Xinhua News Agency.
Reiche said that the German business community remained confident about China's economic prospects and innovation capabilities and would continue to deepen cooperation, Xinhua reported.
The two sides have also moved to strengthen institutional mechanisms. China and Germany agreed to restart the China-Germany Joint Economic Committee and establish two new working groups on trade and investment and industrial cooperation, according to the MOFCOM.
。”25日在上海出席一场两岸青年交流活动时，奥运冠军马龙向台湾青年发出邀请。 他说，大陆拥有广阔的体育土壤、完善的培养体系、开放的交流环境，不仅可以培养专业的运动员，也适合每一位热爱运动的年轻人。 “同心同行——两岸青年交流季上海站”活动当天开幕，马龙在主论坛上作主旨演讲，分享参与两岸青年交流的故事。 8月25日，“同心同行——两岸青年交流季上海站”活动开幕，马龙在主论坛上作主旨演讲，分享参与两岸青年交流的故事和感受。
二 | 中新社记者 汤彦俊 摄 2024年底，作为北京体育大学的学生，马龙随大陆高校师生访问团首次踏上宝岛台湾。他表示，见到日月潭，品尝地道美食，接触台湾同胞，让他真切浓烈地感受到两岸同根同源，同胞骨肉天亲，文化没有隔阂，青春没有距离。 他提到，整整9天8夜的行程，一路上随处都能看到大家热情等候的身影。同时还收到很多台湾同胞手写的信件、明信片和用心准备的小礼物。“我们和很多台湾青年成了朋友，临行前依依不舍，约定以后常来常往、多走动。” 谈及参访台北故宫博物院、淡水沪尾炮台以及台北孔庙等地的感受，马龙说，我们的民族和文明虽然历经无数风雨磨难，但靠着台湾同胞在内的全体中华儿女的共同坚守，中华民族没有散、中华文明没有断。“两岸同胞一路走来，始终一脉相承、心手相连、守望相助，守护中华民族共同家园。
三 | ” 8月25日，“同心同行——两岸青年交流季上海站”活动开幕，马龙在主论坛上作主旨演讲，分享参与两岸青年交流的故事和感受。
四 | 图为马龙(右一)在论坛现场向参加“同心同行”2026年两岸青少年乒乓球交流赛的两岸选手赠送球拍。中新社记者 汤彦俊 摄 在台期间，访问团还赴台湾大学、新竹清华大学等6所高校，以及台北市立中山女子高级中学参访交流。作为乒乓球运动员，让马龙惊喜的是，参访的高校里开设了乒乓球社团，大家都很热爱这项运动。 他邀请台湾青年“登陆”体验，感受大陆系统的训练体系、专业的教练团队、浓厚的体育氛围，以及快速的竞技水平提升。 论坛现场，他向参加“同心同行”2026年两岸青少年乒乓球交流赛的两岸选手赠送球拍，“希望你们能在场上尽情挥拍，结识更多朋友，也希望我们有机会在球场上交流”。(完) 【编辑:万纪玮】。
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