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A |     

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
    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.
。    打好收官战,冲刺四季度。当前,辽宁艾莱食品有限公司开足马力点燃“动力引擎”,忙生产、赶订单,一个个热火朝天的生产景象不断刷新“进度条”,全力推动高质量发展提质增效,确保完成全年目标任务。

B |            11月13日,记者在辽宁艾莱食品有限公司生产车间看到,工作人员正在生产线前有条不紊地赶制订单。           据了解,辽宁艾莱食品有限公司成立于2019年10月,是一家集高端乳品生产、经营、科研、培训及奶酪文化为一体的现代化高新科技企业。多年来,公司秉承着“创新高效、诚信协作、踏实严谨、勇于担当”的发展理念,深耕乳制品行业,现已经成为全国奶酪制品行业中的新兴企业,产品深受市场欢迎。           今年,辽宁艾莱食品有限公司新增客户10余家,签订了合作协议,为其提供奶酪产品及原料。公司引进即食产品生产线,奶酪种类由原来的10多种,扩大到了20多种。前三个季度,公司产值比去年同期相比增加了60%。           进入到四季度,公司上下众志成城,为了实现年度目标而全力以赴。工人们加班加点,不辞辛劳,严谨细致地操作每一台设备,严格把控每一道工序。

C | 从原材料的筛选,到加工制作的每一个环节,再到包装出厂,每一块奶酪都凝聚着工人们的心血和汗水。质检部门更是严阵以待,以高度的责任心和专业精神,一丝不苟地进行各项检测工作,为产品质量保驾护航。

D |            辽宁艾莱食品有限公司总经理丁代永说:“我们公司研发团队不断努力创新,在实验室里反复试验,不断改进,力求推出更多既美味又营养,符合市场潮流和消费者口味的新品,为企业带来新的增长点。

E | ”            公司销售部门作为先锋队,积极拓展市场渠道,与各大经销商紧密合作,共同谋划营销策略。通过参加各类展会、举办促销活动等方式,加大宣传推广力度,及时反馈市场信息,为企业决策提供了有力依据。           丁代永还说:我们将铆足干劲,以饱满的热情和坚定的决心,向着四季度的目标任务奋勇前进,为抚顺的发展贡献力量。”                    责任编辑:刘春阳。

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