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German exports to China fall over 12% in H1 as industrial upgrading reshapes trade structure; cooperation remains vital: expert_我的网站

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    Container ships, gantry cranes and container yards are seen at the HHLA Container Terminal Burchardkai and the EUROGATE Container Terminal in Hamburg, Germany, on August 5, 2026. Photo: VCG
German exports to China fell year-on-year in the first half of 2026, pointing to a deeper restructuring of bilateral trade as China moves up the manufacturing value chain, Chinese analysts said. They also cautioned that the decline should not be read as diminishing China's importance to German businesses, given the deep economic ties and the continued benefits of cooperation for both sides.
Germany's first-half exports to China fell by more than 12 percent year-on-year to just under 37 billion euros ($43 billion), while imports from China rose 8.9 percent to 91.8 billion euros, according to data from Germany Trade & Invest (GTAI) cited by Reuters on Sunday. Germany's trade deficit with China widened to about 55 billion euros from 40 billion euros a year earlier, the report said.
Reuters cited Corinne Abele, GTAI's East Asia expert, as pointing to weaker domestic demand and the fact that German companies are increasingly producing inside China.
Commerzbank economist Vincent Stamer said that China's diminishing reliance on Germany showed that the country is becoming more independent of Western powers and catching up technologically, according to Reuters.
China has continued to strengthen its capabilities in sectors including new-energy vehicles, artificial intelligence and advanced manufacturing, enabling more products and technologies that previously depended on imports to be supplied domestically, Zhao Junjie, a senior research fellow at the Institute of European Studies at the Chinese Academy of Social Sciences, told the Global Times on Sunday.
"This means the structure of China-Germany trade is changing," Zhao said, noting that as Chinese industries move up the value chain, China's reliance on some German industrial products is declining, while Chinese companies are becoming more competitive in sectors where German manufacturers traditionally enjoyed strong advantages.
In a position paper released on July 28, China's Ministry of Commerce (MOFCOM) said that the rapid growth of China's modern industries is driven by innovation, with nationwide research and development (R&D) spending growing by an average of 10 percent annually during the 14th Five-Year Plan (2021-25) period. 
The changing trade trend is also linked to Germany's own industrial competitiveness and policy environment, Zhao said, noting that high energy costs, demographic pressures and slower investment in some emerging technologies have weighed on the country's industrial upgrading and innovation.
At the same time, political and security considerations have increasingly shaped Germany's economic policy toward China, as Berlin has moved closer to the broader US and EU "de-risking" agenda, Zhao said. 
"Such policies can be a double-edged sword, raising costs for German companies in China and disrupting bilateral economic cooperation while seeking to pressure Chinese industries."
However, it is notable that overall China-Germany trade remained substantial. Total bilateral trade exceeded 128 billion euros in the first half, about 3 billion euros more than Germany's trade with the US, according to Reuters. 
China overtook the US as Germany's top trading partner in 2025 after US President Donald Trump launched sweeping protectionist tariffs that weighed on German exports to the US.
Falling German exports should not be seen as diminishing China's importance to German businesses, especially as bilateral ties are increasingly expanding beyond trade into investment, local production and R&D, analysts said.
German companies invested more than 7 billion euros in China in the first 11 months of 2025, up 55.5 percent from 4.5 billion euros in 2024 and 2023 and hitting a four-year high. German companies are bulking up their China business and adopting "China for China" production strategies partly to reduce exposure to possible tariffs and export restrictions, according to Reuters. 
Major German companies are also deepening their presence in China. BASF's Verbund site in Zhanjiang, South China's Guangdong Province went fully operational in March with an investment of 8.7 billion euros, the largest single investment project wholly owned by a German enterprise in China, the Xinhua News Agency reported.
"China and Germany have developed deeply intertwined economic interests over many years," Zhao said. Rather than treating stronger Chinese industries as a reason to reduce cooperation, Germany should adapt to a relationship in which competition increasingly coexists with investment, innovation and industrial collaboration, he noted.
Recent high-level exchanges have also underscored the importance both sides attach to economic ties. During a meeting with German Economy Minister Katherina Reiche in May, Chinese Vice Premier He Lifeng said that China and Germany are important economic and trade partners with a solid foundation, enormous potential and strong complementarity, calling on both sides to consolidate cooperation in traditional sectors and tap opportunities in emerging fields, according to the Xinhua News Agency.
Reiche said that the German business community remained confident about China's economic prospects and innovation capabilities and would continue to deepen cooperation, Xinhua reported.
The two sides have also moved to strengthen institutional mechanisms. China and Germany agreed to restart the China-Germany Joint Economic Committee and establish two new working groups on trade and investment and industrial cooperation, according to the MOFCOM.
。         Video clip of influencer @IShowSpeed watching a humanoid robot kick a football and perform Portuguese football star Cristiano Ronaldo's signature "SIU" during the opening ceremony of the 2nd World Humanoid Robot Games on August 24, 2026. Photo: Screenshot from website
US YouTube sensation IShowSpeed was stunned by video of a Chinese humanoid robot scoring goals and performing the iconic "SIU" celebration of Portuguese football star Cristiano Ronaldo, saying he wanted to return to China.
According to the video clip posted by IShowSpeed's fan account Speedy Updates on X, after watching the robot's performance, the streamer said "We got to go back to China bro, I think it's time for China bro, the robot just did a SIU! What the hell, what is [are] they making over there?" He also said in Chinese, "Wo dong," meaning "I understand." 
The video clip had received over 162,000 views and around 6,700 likes as of press time.
After seeing Speed's reaction to the robot football game, Chinese netizens commented that "the performance really hit him in the heart." Some joked that IShowSpeed might already imagine himself doing the "SIU" celebration alongside a group of robots.
The scene that caught IShowSpeed's attention came from the opening ceremony of the 2nd World Humanoid Robot Games (WHRG) held in Beijing from August 22 to August 26. The event features 3v3 humanoid robot football competitions, as well as 5v5 football matches involving both large and small humanoid robots, as displayed in the video.
Like last year's competition, this year's humanoid robot football matches adopt a fully autonomous mode without human remote control. This means the robots' performance during the opening ceremony was entirely driven by their built-in algorithms. Most of the robots used in the football competition are from Booster Robotics, a Chinese domestic company, the Global Times learned from the company.
IShowSpeed's reaction video has also revived netizens' memories of his previous China trip. On March 24, 2025, the influencer, who had more than 30 million followers at the time, launched his China tour and began livestreaming his journey. Speed and his team visited cities including Shanghai, Beijing and Chongqing, exploring landmarks such as the Bund, the Forbidden City and Chongqing's night views, while also experiencing Chinese culture including kungfu and Sichuan opera face-changing performances, CCTV News reported.
Global Times
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