2026年8月进出口数据点评：AI产业链推动下进出口延续高增

附图7：稀土、汽车8月进口当月环比减少 附图8：劳密商品、汽进口累计同比下降0.00% 80.00%-5.00%60.00%40.00%-10.00%20.00%-15.00%0.00%-20.00%-20.00%-25.00%当月环比变动 当月同比变动(右轴)-40.00%海关总署 海关总署附图9：8月向美国进出口同比+30.0%，环比-0.2%附图10：8月向美国出口同比+34.4%，环比+1.3%主要国家（地区）进出口情况主要国家（地区）出口情况海关总署海关总署附图月从美国进同比+17.8%，环比-4.6% 附图月与美国贸顺差同比+43.6环比+4.2%

主要国家（地区）进口情况

主要国家（地区）贸易差额（出口-进口）情况海关总署 海关总署附图13：上周监测港口装箱吞吐量环比提升10.3% 附图14：8月周均集装吞吐量同比下降1.04%；注：上周为8.31-9.6附图15：上周监测港口物吞吐量环比增加7.1% 附图16：8月周均货物吐量同比下降6.4%；注：上周为8.31-9.6附图17：9月8日10Y国债活跃券收益率区间震荡附图18：9月8日10Y国开活跃券收益率区间震荡附图19：9月8日利率债保险买方力量较强附图20：9月8日10Y国开债银行买方力量较强上海国际货币经纪官网上海国际货币经纪官网日期进口金额出口金额贸易顺差当月同比当月环比当月同比当月环比当月同比当月环比2024-120.87.410.77.640.78.12025-01-16.3-19.25.9-3.464.831.22025-021.6-1.5-3.1-33.8-23.9-77.42025-03-4.315.012.245.874.0226.72025-04-0.33.88.00.733.4-5.92025-05-3.3-2.94.60.226.27.12025-061.3-1.05.72.915.010.82025-074.26.27.0-1.114.0-14.42025-081.6-1.74.20.010.63.92025-097.88.68.22.19.1-11.92025-101.4-9.6-1.3-7.1-7.2-0.42025-112.01.35.88.214.225.02025-125.711.36.58.38.12.32026-0125.7-3.910.0-0.2-11.37.72026-0213.9-10.839.6-15.9191.1-25.82026-0327.829.12.57.1-49.8-43.72026-0425.31.714.112.0-11.565.92026-0527.5-1.219.44.82.624.32026-0636.05.727.09.510.319.22026-0727.5-0.523.8-3.515.4-10.52026-0828.3-1.124.90.917.65.9海关总署附表2：8月与美国进出口总值同比增加30.0%，环比下降0.2%国家或地区进出口出口进口贸易差额（出口-进口）环比变动同比变动环比变动同比变动环比变动同比变动环比变动同比变动欧洲联盟-5.0%4.8%-5.0%6.6%-5.1%0.7%-4.9%11.3%美国-0.2%30.0%1.3%34.4%-4.6%17.8%4.2%43.6%东南亚国家联盟0.3%31.9%-1.6%30.2%3.6%35.0%-8.3%23.8%日本-8.2%14.4%-2.3%8.2%-12.5%20.0%41.3%-144.0%中国香港10.9%59.8%10.8%63.7%11.9%34.7%10.6%68.9%韩国2.0%82.3%-0.6%49.3%3.6%108.1%-9.4%-317.6%中国台湾2.5%42.1%4.9%43.7%1.6%41.5%0.6%-40.0%澳大利亚-0.7%32.1%1.5%12.3%-1.8%44.6%4.8%-100.1%俄罗斯2.4%43.0%-3.3%38.7%7.8%47.0%-280.9%-135.0%印度1.8%20.4%5.3%16.9%-16.1%49.5%10.4%12.4%英国-5.3%7.7%-4.3%7.6%-10.2%8.2%-2.8%7.5%加拿大-10.9%8.0%-0.7%13.5%-20.7%2.0%488.2%160.1%新西兰8.1%18.4%12.4%22.1%4.8%15.5%21.1%8.7%拉丁美洲0.7%15.2%3.2%17.5%-2.1%12.5%40.5%50.6%非洲-4.6%21.6%7.5%30.9%-25.1%3.7%53.6%59.9%海关总署出口重点商品8月7月8月末7月末当月环比当月同比累计环比累计同比农产品9172.89153.971297.762120.90.21%13.32%14.77%8.40%水产品1633.31625.813046.411413.00.47%0.01%14.31%-0.46%粮食118.598.71075.9957.520.02%16.35%12.37%-0.44%化工医药9421.57459.355041.145688.626.31%19.75%20.47%9.69%成品油6496.64366.030800.924372.348.80%87.33%26.38%24.67%中药材及中式成药2207.42587.419060.116852.6-14.69%-12.37%13.10%9.29%肥料717.6505.95180.04463.741.84%-61.84%16.05%-35.51%稀土73.552.1433.9360.441.16%33.69%20.41%53.47%劳动密集型商品54760.055646.5406918.0352177.2-1.59%9.22%15.54%2.29%塑料制品9904.310171.777801.467905.5-2.63%15.26%14.57%11.70%箱包及类似容器2447.12625.920547.118100.8-6.81%11.10%13.52%-0.35%纺织纱线、织物及其制品12687.612345.998029.285344.62.77%2.41%14.86%3.73%服装及衣着附件15880.116449.7105279.689403.1-3.46%12.31%17.76%2.47%鞋靴3710.94050.527591.923881.6-8.38%11.46%15.54%-4.75%陶瓷产品1168.41100.010449.59281.96.22%-25.67%12.58%-28.00%家具及其零件5240.15429.744427.639189.2-3.49%11.81%13.37%4.62%玩具3721.53473.222791.719070.57.15%15.30%19.51%-6.39%基本金属9870.59902.871752.061884.5-0.33%16.57%15.95%5.55%钢材7334.07243.353047.245715.31.25%10.53%16.04%-2.07%未锻轧铝及铝材2536.52659.518704.816169.2-4.63%38.47%35.42%机电产品262311.3259197.31871559.81609331.71.20%32.97%16.29%26.90%通用机械设备6253.57305.550115.543863.9-14.40%15.21%14.25%10.03%自动数据处理设备及其零部件30403.328188.8196667.0166264.87.86%76.98%18.29%49.38%手机8797.69557.272658.363861.1-7.95%29.77%13.78%13.50%家用电器9341.88854.370228.960887.25.51%10.78%15.34%6.77%音视频设备及其零件3957.43818.828777.824813.53.63%12.07%15.98%12.86%集成电路40731.438738.7256751.2216020.35.14%130.59%18.86%103.88%汽车27417.128364.9198895.3171480.7-3.34%28.97%15.99%33.75%汽车（包括底盘）18330.518981.4129108.1110777.9-3.43%43.17%16.55%53.15%汽车零配件9086.79383.569787.260702.8-3.16%7.47%14.97%8.34%船舶6615.77162.145386.838781.2-7.63%21.38%17.03%35.18%液晶平板显示模组2987.52923.122341.119353.62.20%-2.