Breaking
CNTaipei East District Gateway Project transportation hub Nangang Transfer Station East Station opens!JPA new bridge connecting China and North Korea opens, expanding trade and traffic and improving relations.TROperation on 'James the Whale'! American fraudster caught in IstanbulCNThe woman suffered from emotional instability after being hospitalized for a long time. She fell to her death from the 20th floor on the day she returned to the hospital.CNMLB》The wild cards were swept by the White Sox, the Astros and the general manager broke upCNFocus Stocks》Wistron: plunged 6%, all five electronics brothers are in MexicoCNIncrease the flexibility of agency employment! Examination Yuan will pass loosening restrictions on job allocation at the grassroots levelCRYPTO-FRKospi: new 7% crash in Seoul, bitcoin slides towards $80,000TRHeavy rain paralyzed life in Istanbul! There are casualtiesTR'Fever reducer' claim in the death of a three-year-old child! Overdose is life threateningCNTaipei East District Gateway Project transportation hub Nangang Transfer Station East Station opens!JPA new bridge connecting China and North Korea opens, expanding trade and traffic and improving relations.TROperation on 'James the Whale'! American fraudster caught in IstanbulCNThe woman suffered from emotional instability after being hospitalized for a long time. She fell to her death from the 20th floor on the day she returned to the hospital.CNMLB》The wild cards were swept by the White Sox, the Astros and the general manager broke upCNFocus Stocks》Wistron: plunged 6%, all five electronics brothers are in MexicoCNIncrease the flexibility of agency employment! Examination Yuan will pass loosening restrictions on job allocation at the grassroots levelCRYPTO-FRKospi: new 7% crash in Seoul, bitcoin slides towards $80,000TRHeavy rain paralyzed life in Istanbul! There are casualtiesTR'Fever reducer' claim in the death of a three-year-old child! Overdose is life threatening
Back9月の中国輸出、過去最大 米欧と摩擦も、AI好調
9月の中国輸出、過去最大 米欧と摩擦も、AI好調
NEWS
時事通信21 hours agoBusiness1 min readJapanView translation

9月の中国輸出、過去最大 米欧と摩擦も、AI好調

Quick Look

中国税関総署が発表した9月の貿易統計によると、輸出額は前年同月比36.3%増の4471億8000万ドルと過去最大を記録し、輸入も31.0%増の3136億5000万ドルで過去最大を更新。貿易黒字は1335億3000万ドルで5カ月連続1000億ドルを超え、ハイテク製品やAI関連機器・部品の輸出が大幅増加。原油高による輸入増も影響。

AI-generated summary

Why It Matters

中国は世界最大の輸出国であり、9月の貿易統計は世界経済の回復ペースと主要国間の通商関係を示す重要な指標。

Font size

【北京時事】中国税関総署が14日発表した9月の貿易統計によると、輸出額は前年同月比36.3%増の4471億8000万ドル(約71兆円)と、速報値ベースで単月の過去最大を更新した。世界的な人工知能(AI)投資ブームが追い風となった。貿易黒字も過去最高圏にあり、米欧などとの通商摩擦が強まっている。

中国卸売物価、5%上昇 原油高で4年3カ月ぶり高水準―9月

輸出は、従来の最高だった6月(約4124億ドル)を上回った。輸入も31.0%増の3136億5000万ドルと、過去最大を更新した。中東情勢の緊張再燃に伴う原油高も、輸入額を押し上げた。

輸出から輸入を差し引いた貿易収支は1335億3000万ドルの黒字。5カ月連続で1000億ドルを超えた。1~9月の累計黒字は前年同期をすでに上回り、通年でも、過去最高だった昨年の約1兆2000億ドル超えが視野に入る。

品目別では、ハイテク製品の輸出額が63.7%増加。このうち半導体は約2.4倍、AI関連を含む機器・部品は92.9%増えた。過剰生産が問題視される自動車も輸出台数が56.3%伸びた。

What to Watch

AI outlook — possibilities, not facts

  • 中国の年間貿易黒字が過去最高を更新する見込み

    Likely · Within months

  • 米欧による対中通商摩擦がさらに激化する可能性

    Possible · Within months

Open Questions

  • 米欧による対中関税措置の今後の動向はどうか
  • 原油高が長期化した場合の中国の貿易収支への影響はどの程度か
  • AI関連輸出の増加はどの分野が主導しているか

Related Topics

This article was originally published by 時事通信.

Related Stories

Rising inflation, focus on policy coordination; downside risks from prolonged turmoil in the Middle East - G20 finance ministers meeting held
Developing·

Rising inflation, focus on policy coordination; downside risks from prolonged turmoil in the Middle East - G20 finance ministers meeting held

The G20 Finance Ministers and Central Bank Governors Meeting was held in Bangkok, Thailand, and discussed the risks to the world economy of persistently high crude oil prices due to the prolonged situation in the Middle East, as well as responses to soaring long-term interest rates, mainly in Japan, the United States, and Europe. From Japan, Finance Minister Satsuki Katayama and Bank of Japan Governor Kazuo Ueda attended, expressing a shared recognition of the uncertain future.

時事通信
2 min read
Nikkei average drops by more than 3,100 yen at one point, with interest rate hike expectations reignited due to US inflation concerns
Urgent·

Nikkei average drops by more than 3,100 yen at one point, with interest rate hike expectations reignited due to US inflation concerns

At the Tokyo stock market on the 15th, the Nikkei average stock price was at the 64,500 yen level, more than 3,100 yen lower than the previous day's closing price, falling below 65,000 yen for the first time in about two weeks. This is a continuation of the decline in major stock indexes in the US market the previous day, with the US Consumer Price Index (CPI) exceeding market expectations in September, rekindling expectations for a Fed interest rate hike. Selling spread mainly in semiconductor-related stocks, and AI and semiconductor stocks such as Advantest, SoftBank Group, and Tokyo Electron fell across the board.

朝日新聞
2 min read
Portugal Airlines shares decided to be sold to Germany's Lufthansa, aiming for full privatization in 2028
Business·

Portugal Airlines shares decided to be sold to Germany's Lufthansa, aiming for full privatization in 2028

The Portuguese government announced on the 14th that it will sell up to 49.9% of the shares in state-run TAP Portugal to Germany's Lufthansa. The sale price is up to 1,201 million euros (approximately 212 billion yen). Lufthansa plans to acquire the remaining 50.1% by July 2028, and if this happens, TAP is expected to be fully privatized. The total sale price could reach up to 2.552 billion euros (approximately 450 billion yen).

時事通信
1 min read
[ITmedia News] “Incorrect loss cut” in SBI Securities FX. Subcontractor IIJ made a work error and the system could not detect it, affecting 779 accounts.
Business·

[ITmedia News] “Incorrect loss cut” in SBI Securities FX. Subcontractor IIJ made a work error and the system could not detect it, affecting 779 accounts.

SBI Securities announced on October 14th that a system failure had occurred in its FX stock certificate collateral service, and forced settlements were carried out from the 12th to early morning of the 13th on 779 accounts that were not originally subject to loss cuts. The cause was an operational error by the subcontractor, IIJ, and a system design that made it impossible to detect errors. SBI Securities explained that after confirming the user's intentions, the company will respond basically by returning the position to the state it would have been in if there had been no failure.

ITmedia
2 min read
More on this topic中国