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Shanghai foreign trade rises 12.6% in July as AI-related product trade surges_我的网站

一 |     螺纹机构观点汇总期货公司方向核心逻辑南华期货震荡钢厂亏损持续减产，螺纹产量与库存双降，但需求回暖未兑现；旺季预期落空，成本支撑与利润压缩博弈，价格上有顶下有底银河期货震荡建材需求季节性缓慢修复，螺纹库存去化较快；焦炭提涨、焦煤供应偏紧，成本支撑较强，但钢材库存增加制约上行】【。    (ECNS) -- Shanghai's imports and exports reached 447.57 billion yuan ($66.4 billion) in July, up 12.6% from a year earlier and marking the 18th consecutive month of growth, Shanghai Customs said Friday.    From January to July, foreign trade totaled 3 trillion yuan ($444.9 billion), up 17.7%.    AI related products — integrated circuits, storage components, and servers and related parts — drove much of the increase. Trade in these categories hit 92.67 billion yuan ($13.7 billion) in July, up 61.9%, contributing 8.9 percentage points to overall growth.    Trade with ASEAN rose 54.3% year on year in July, with trade with Vietnam and Singapore jumping 109.9% and 79.4%, respectively. Trade with the European Union increased 7.7%.     Exports of electric vehicles, lithium batteries and photovoltaic products totaled 27.17 billion yuan ($4.03 billion), up 70.2%. Exports of the three categories rose 88.7%, 20.8% and 79.2%, respectively.    (By Helen Mo, intern Yang Hongran)                        。国都期货震荡供应收缩、库存下降，双焦上涨挤压钢厂利润抑制产量；需求虽弱但有回暖预期，基本面改善，关注3000元/吨支撑。正信期货研究院震荡供应收缩、库存持续...。

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