Еженедельные основные моменты в глобальной торговле

2025-03-14 09:59:52

1. Норвегия ускоряет усыновление EV  

   - В январе 2025 года 96% новых продаж автомобилей (8 954 единицы) в Норвегии были электромобилями (EV). К 2025 году страна нацелена на то, чтобы все новые автомобили были нулевым выбросом, на десять лет впереди цели ЕС. Политики включают высокие налоги на транспортные средства для ископаемого топлива, доступ к автобусной полосе для электромобилей и расширенную инфраструктуру зарядки. В настоящее время китайские бренды EV в настоящее время занимают 10% доли рынка в Норвегии, обусловленная конкурентными ценами и разнообразными моделями.  

2. Australia’s E-commerce Boom  

   - Australia’s e-commerce market is projected to reach $42.22 billion (¥307.51 billion) by 2025, growing at an 8.28% CAGR. Amazon dominates with 10% market share, while Temu captures nearly 20% of retail sales. Both platforms are expanding rapidly, with Temu’s website traffic surging 72% year-on-year.  

3. China Remains Vital for UK Auto Industry  

   - Despite a 11.8% decline in UK car production in 2024, China remains a critical market for luxury brands like Rolls-Royce. Meanwhile, Chinese automakers like BYD and MG are gaining traction in the UK as the country transitions to EVs, targeting 80% zero-emission vehicle sales by 2030.  

4. Japan’s Record Current Account Surplus  

   - Japan’s 2024 current account surplus hit a historic high of ¥29.26 trillion ($192 billion), driven by semiconductor exports and overseas investment income (¥40.21 trillion). Trade deficits narrowed to ¥3.9 trillion, supported by tourism recovery and weaker yen.  

5. Chinese Cross-Border E-commerce Thrives in South Korea  

   - Alibaba’s AliExpress and Temu achieved combined sales of ₩4 trillion ($2.75 billion) in South Korea in 2024, up 85% year-on-year. Their monthly active users exceed 8 million each. Shein also expanded aggressively, boosting China’s share of Korea’s direct imports to 60%.  

6. Gold Prices Volatile Amid Inflation Concerns  

   - COMEX gold futures fell 0.65% to $2,913.5/ounce on February 12, 2025, amid anticipation of U.S. inflation data. Despite short-term fluctuations, long-term drivers like central bank purchases and lower real interest rates support upward momentum.  

7. South Korea’s Growth Forecast Cut to 1.6%  

   - The Korea Development Institute (KDI) revised 2025 GDP growth to 1.6%, citing weak domestic demand and slowing exports. Private consumption growth is expected at 1.6%, while construction investment may contract 1.2%.  

8. China’s Durian Imports Hit Record Highs  

   - China imported 1.56 million tons of durians in 2024, valued at $6.99 billion. Thailand (57% share) and Vietnam (41.5% share) dominate, but quality issues (e.g., cadmium超标) and oversupply risks loom as new suppliers like Malaysia enter the market.  

Key Insights  

- Policy-driven shifts: Norway’s EV success and Japan’s export recovery highlight the impact of government incentives.  

- E-commerce expansion: Australia and South Korea exemplify how cross-border platforms are reshaping retail.  

- Geopolitical dynamics: China’s dual role as both a market (for UK/EU) and competitor (in EVs/e-commerce) underscores global trade interdependencies.  

For detailed sources, refer to the original articles from *Economic Reference News*, *E-commerce Pie*, and *Korea Herald*.