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From 'world factory' to 'world market': China's imports surge 22% in first seven months_我的网站

一 | (ECNS)-- China’s imports rose 22% year on year in the first seven months of 2026, outpacing export growth by 8 percentage points, according to data from the General Administration of Customs. The strong growth highlights China’s expanding role as a major global consumer market alongside its long-standing position as the “world’s factory.” In the first half of the year, industrial raw materials and components were among the main drivers of import growth. Imports of metal ores rose 22.6%, while imports of electronic components jumped 45.6%, supporting China’s high-end manufacturing sector and industrial supply chains. Consumer goods also recorded robust growth, with imports of edible oils and aquatic products increasing 19.2% and 24.1%, respectively. Market-opening measures have provided further momentum. Following the introduction of zero-tariff treatment for 53 African countries on May 1, China’s imports from Africa rose 23.5% over the following two months. China has now granted zero-tariff treatment to 63 countries, while its overall tariff level has fallen to 7.3%. As the largest export market for nearly 80 countries, China has remained the world’s second-largest import market for 17 consecutive years. (By Helen Mo, intern Lin Qiaochu) 。

耶伦4月初来访，表面笑意盈盈，实则来者不善。披着经济学的外衣，打的都是政治利益的算盘。我们即使拿出丰富的数据进行反驳，也难以避免美国加征新一轮关税。

二 |
我在最近的直播里总结了六年贸易战的教训：

经济学家对新保护主义的反对大多不是源于自由贸易原教旨主义，而是源于美国最近在特朗普执政期间对中国进口商品征收广泛关税后的经验
关税--以及中国不可避免的报复--降低了消费、工资、制造业出口和总福利。贸易战带来的净福利损失与中国冲击带来的净收益形成了鲜明对比
关税并没有扭转美国制造业就业岗位减少的趋势，事实上还净损失了工厂的就业岗位。在贸易战期间，少数行业和州的制造业就业出现增长，但增幅非常有限
Autor, Dornand Hanson (2021): 中美贸易战成功地抬高了美国产品的价格，但并没有扩大受进口保护行业的就业。
三 | 没有任何研究证明事后贸易保护主义措施可以帮助因过去的进口竞争而受到伤害的工人。
四 |