中国9月出口同比增长36.3% 进口增长31% 贸易顺差1335.3亿美元
中国海关总署10月14日在国务院新闻办公室举行的新闻发布会上公布2026年9月及前三季度货物贸易数据。以美元计价，9月份中国出口4471.8亿美元，同比增长36.3%；进口3136.6亿美元，同比增长31.0%；当月贸易顺差1335.3亿美元，为2025年1月以来最大单月顺差。
路透社此前对经济学家的调查预期为：9月出口同比增长25.5%、进口增长24.5%、贸易顺差中值1181.0亿美元，实际数据均高于预期。8月份，中国出口同比增长25.0%，进口增长28.2%，贸易顺差为1190.9亿美元。
以人民币计价，9月份中国进出口总值5.16万亿元，同比增长27.5%，月度进出口规模首次突破5万亿元；其中出口3.03万亿元，增长29.6%；进口2.13万亿元，增长24.6%。海关总署新闻发言人、副署长王军介绍，月度进出口增速已连续6个月保持两位数增长，季度增速逐季提升：一季度增长15.3%，二季度增长18.3%，三季度提升至22.3%。
今年前三季度，以美元计价，中国货物贸易顺差累计达9385.1亿美元，出口同比增长21.3%，进口增长27.5%。以人民币计价，前三季度进出口总值39.94万亿元，同比增长18.8%；其中出口23.2万亿元，增长16.4%；进口16.74万亿元，增长22.3%。
分市场看，9月份中国对东盟出口同比增长52.3%，对欧盟出口增长25.3%，对美国出口增长39.6%。前三季度，以人民币计价，中国对东盟进出口6.84万亿元，增长22.7%；对欧盟进出口4.78万亿元，增长8.4%；对美国进出口3.18万亿元，增长4.1%。
分产品看，据海关总署介绍，前三季度中国集成电路出口增长99.1%，电动汽车出口增长72.3%，锂电池出口增长36.4%，风力发电机组及其零件出口增长22.4%（均为人民币计价）；装备制造业贡献了近九成的出口增量。同期，民营企业进出口22.73万亿元，增长19.1%，占外贸总值的56.9%。
另据路透社援引海关数据报道，9月份中国稀土出口量为4269.8吨，同比增长6.7%，较8月份的4735吨下降9.8%；今年前三季度稀土出口累计43711吨，同比下降9.6%。
（数据来源：中国海关总署；海外报道：路透社）
China's September Exports Rise 36.3%, Imports Up 31% as Trade Surplus Widens to $133.53 Billion
China's General Administration of Customs released the country's September and January-September 2026 trade figures at a State Council Information Office press conference on October 14 (Beijing time). In US dollar terms, China's exports in September rose 36.3% from a year earlier to $447.18 billion, while imports grew 31.0% to $313.66 billion, leaving a trade surplus of $133.53 billion for the month, the largest monthly surplus since January 2025.
The figures came in above market expectations. A Reuters poll of economists had forecast export growth of 25.5%, import growth of 24.5% and a median trade surplus of $118.10 billion for September. In August, exports had risen 25.0% year on year, imports 28.2%, and the trade surplus stood at $119.09 billion.
In yuan terms, China's total trade in September reached 5.16 trillion yuan, up 27.5% year on year, topping 5 trillion yuan in a single month for the first time. Exports were 3.03 trillion yuan, up 29.6%, and imports 2.13 trillion yuan, up 24.6%. Customs spokesperson and deputy commissioner Wang Jun said monthly trade growth has stayed in double digits for six consecutive months, with the pace accelerating each quarter: 15.3% in the first quarter, 18.3% in the second and 22.3% in the third.
For the first nine months of 2026, China's trade surplus in dollar terms totaled $938.51 billion, with exports up 21.3% and imports up 27.5% from a year earlier. In yuan terms, total trade over the period was 39.94 trillion yuan, up 18.8%, including exports of 23.2 trillion yuan (up 16.4%) and imports of 16.74 trillion yuan (up 22.3%).
By market, China's exports to ASEAN rose 52.3% year on year in September, exports to the European Union rose 25.3%, and exports to the United States rose 39.6%. In yuan terms for the first three quarters, trade with ASEAN totaled 6.84 trillion yuan (up 22.7%), trade with the EU 4.78 trillion yuan (up 8.4%), and trade with the United States 3.18 trillion yuan (up 4.1%).
By product, customs data for the first three quarters (in yuan terms) showed exports of integrated circuits up 99.1%, electric vehicles up 72.3%, lithium batteries up 36.4%, and wind turbines and parts up 22.4%. Equipment manufacturing contributed nearly 90% of the increase in exports. Private enterprises recorded 22.73 trillion yuan in trade over the period, up 19.1% and accounting for 56.9% of the total.
Separately, Reuters reported, citing customs data, that China's rare earth exports in September were 4,269.8 metric tons, up 6.7% from a year earlier but down 9.8% from 4,735 tons in August. Rare earth exports in the first nine months totaled 43,711 tons, down 9.6% year on year.
(Sources: General Administration of Customs of China; Reuters)
图片来源：深圳盐田港集装箱码头航拍，堆场与岸桥作业区。图片 Image: Gigel.atat, Wikimedia Commons, CC BY-SA 4.0
