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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

A |     不只有一条江——17℃建德新安江，建德还在全力打造一座城——“轻极限运动之城”。昨天（8月14日）下午，建德举行“轻极限运动”新闻发布会，宣布从本周末起开启为期一个多月的“轻极限运动月”，桨板系列赛、自由潜水室内深度挑战赛、“夏日冬泳”挑战赛等十项赛事将陆续展开。    

    Container ships, gantry cranes and container yards are seen at the HHLA Container Terminal Burchardkai and the EUROGATE Container Terminal in Hamburg, Germany, on August 5, 2026. Photo: VCG
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.
。首个项目就是今天在葫芦峡漂流举行的漂流大赛。说起建德，很多人第一反应是17℃的建德新安江，在长三角乃至全国都颇有名气。但很多人不知道，这座坐拥“中国首个气候宜居城市”金字招牌的江南小城，已经悄悄把绿水青山玩成了“水陆空全覆盖”的轻极限运动天堂。正如建德市委常委、宣传部部长蒋哲远在发布会上所言，建德正是依托山水禀赋，成功解锁“轻极限运动”赛道。2025年2月，建德市委市政府首次提出了打造“轻极限运动之城”目标。

B | 这里，四季恒温17℃的新安江是天然水上运动场，喀斯特山地地貌撑起了山地越野、攀岩徒步的绝佳场地，再加上航空小镇的低空产业基础，天生就适合发展轻极限运动，全年适宜户外运动的天数超过300天。沿着这个思路，建德直接搭起了一套“水、陆、空”三位一体的产品体系：天上有跳伞、低空飞行，水上有桨板、潜水、夏日冬泳，山地有速降、飞拉达、徒步……“目前全市已梳理出45个轻极限运动项目，成熟可体验的就有40余个，新手小白能轻松入门，硬核玩家也能找到专业赛场。”蒋哲远说。

C | 接下来一个月，可以说是建德“轻极限”成果的集中秀场。8月15日，建德轻极限运动漂流大赛在葫芦峡漂流开漂；8月15日—16日，2026杭州桨板系列赛在建德博物馆旁的新安江水域开赛，同时段勇峰自行车公园山地速降赛同步热血开骑；8月18日—20日，2026年浙江省青少年无人机足球超级联赛落地航空小镇；8月22日—23日，建德经典IP17℃新安江“夏日冬泳”挑战赛升级回归；9月13日，2026建德楠木林越野赛开跑；9月25日—27日，“水之极杯”自由潜水室内深度挑战赛在水之极潜水酒店上演。9月，还有三场活动齐发：浙江省首届路亚钓大赛在七里扬帆开赛；第二届全国飞水漂公开赛在梅城镇开赛；2026浙里乡村健康跑·建德站在严州古城开跑。赛事版图分层清晰、覆盖全人群——既有深耕多年的“夏日冬泳”经典传统品牌赛事，也有桨板系列赛、自由潜休闲混合赛、勇峰山地速降赛等专业细分领域标杆赛事。接下来的一个月，你要不也去建德“轻极限”一回？。

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Published on:17:52:15