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欧盟需求强劲 德国9月出口月增2% 表现优于预期

2026-11-09 20:29:03 网络 阅读(1)

德国联邦统计局数据显示,经季节与日历调整后,德国2026年9月出口额达1,411亿欧元,较前月成长2%。此成长幅度摆脱了前两个月(7月与8月)连续下滑的阴霾,且大幅优于分析师预期的0.5%增幅,创下今年2月以来的最快增速。

欧盟需求强劲  德国9月出口月增2% 表现优于预期

若与去年同期相比,9月出口成长了7.7%;累计今年1月至9月出口总额达1兆2,343亿欧元,年增4.3%。

本次出口回升主要由欧盟内部需求带动,9月对欧盟成员国出口月增3.5%,达808亿欧元。其中,对欧元区国家出口月增2.4%至558亿欧元;对欧元区以外的欧盟国家出口更大幅成长6.1%,达到250亿欧元。

相较之下,对非欧盟(第三国)出口仅微增0.1%,为603亿欧元。

美国仍为德国最大出口目的地,9月对美出口额为134亿欧元,虽较8月微幅下滑0.5%,但较去年同期大幅成长10.3%。对英国出口月减4.7%至73亿欧元;对中国出口则月减5.2%至55亿欧元。今年前9个月,德国对中国的累计出口额更较去年同期衰退了13.4%。

进口方面,德国9月进口额月增4.2%至1,255亿欧元(年增8.7%),远高于市场预期的0.5%增幅。其中,中国为德国最大的进口来源国,进口额月增1.6%至173亿欧元。由于进口成长幅度大于出口,德国9月贸易顺差由8月的179亿欧元收窄至156亿欧元。

针对此数据,Bethmann HAL Bank首席经济学家Alexander Krueger表示,最新数据对德国整体经济而言是个好兆头,显示德国经济对来自中国的竞争展现了一定韧性。Krueger指出:「对外贸易目前可能为经济成长提供支撑,但尚不足以成为主要的成长驱动力。」

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      "id": 24225,
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      "shortTitle": "营收速报  - 仁宝(2324)10月营收871.51亿元年",
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      "createdAt": "2026-11-09T09:50:57.000Z",
      "description": "仁宝(2324-TW)今天公告2026年10月营收为新台币871.51亿元,年增率40.75%,月增率-7.71%。 今年1-10月累计营收为7,695.27亿元,累计年增率22.42%。 最新价为32.8元,近5日股价下跌-10.51%,相关电脑周边下跌-13.98%,股价涨幅表现优于产业指数。近5日筹码 三大法人合计买卖超:-23801 张 外资买卖超:-25681 张 投信买卖超:-1152 张 自营商买卖超:+3032 张近6个月营收一览 月份 月营收 年增率 月增率 26/10 871",
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      "title": "营收速报  - 光宝科(2301)10月营收200.71亿元年增率高达32.01%",
      "shortTitle": "营收速报  - 光宝科(2301)10月营收200.71亿元",
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      "description": "光宝科(2301-TW)今天公告2026年10月营收为新台币200.71亿元,年增率32.01%,月增率6.49%。 今年1-10月累计营收为1,736.30亿元,累计年增率26.8%。 最新价为217.5元,近5日股价下跌-17.67%,相关电脑周边下跌-13.98%,短期股价无明显表现。近5日筹码 三大法人合计买卖超:-8323 张 外资买卖超:-10990 张 投信买卖超:-249 张 自营商买卖超:+2916 张近6个月营收一览 月份 月营收 年增率 月增率 26/10 200.71亿 ",
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      "shortTitle": "老人与狗的故事、汰弱留强的关键时刻",
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台积电、联发科、鸿海等权值股与AI供应链强弹,上市柜涨停达457家,但外资仍大幅卖超。
短线仍属政策利多带动的跌深反弹,后续观察外资是否转买、量能回温与AI获利成长。",
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台虹与元太签合作意向书,推动AI高速传输材料开发、制程验证与委托制造,先由台虹供料至元太新竹、观音厂试产
台虹今年营运偏保守,全年营收恐不及2025年106.09亿元",
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10月贸易顺差中位数估1,258亿美元,今年前10月累计顺差将破1兆美元
庞大顺差引发欧盟、华府关切;9月零售仅增1.1%,内需仍疲弱",
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      "shortTitle": "营收速报  - 万海(2615)10月营收234.41亿元年",
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      "description": "万海(2615-TW)今天公告2026年10月营收为新台币234.41亿元,年增率124.36%,月增率7.65%。 今年1-10月累计营收为1,595.97亿元,累计年增率35.92%。 最新价为107元,近5日股价下跌-10.46%,相关航 运 业下跌-6.61%,短期股价无明显表现。近5日筹码 三大法人合计买卖超:+7117 张 外资买卖超:+7647 张 投信买卖超:+43 张 自营商买卖超:-573 张近6个月营收一览 月份 月营收 年增率 月增率 26/10 234.41亿 124%",
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      "title": "营收速报  - 阳明(2609)10月营收210.44亿元年增率高达82.45%",
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      "description": "阳明(2609-TW)今天公告2026年10月营收为新台币210.44亿元,年增率82.45%,月增率-3.02%。 今年1-10月累计营收为1,697.75亿元,累计年增率23.2%。 最新价为57.5元,近5日股价下跌-10.16%,相关航 运 业下跌-6.61%,短期股价无明显表现。近5日筹码 三大法人合计买卖超:+3375 张 外资买卖超:+2697 张 投信买卖超:+1875 张 自营商买卖超:-1197 张近6个月营收一览 月份 月营收 年增率 月增率 26/10 210.44亿 8",
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      "title": "营收速报  - 长荣(2603)10月营收536.03亿元年增率高达96.13%",
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      "title": "营收速报  - 台达电(2308)10月营收746.66亿元年增率高达30.12%",
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    "title": "欧盟需求强劲  德国9月出口月增2% 表现优于预期",
    "shortTitle": "欧盟需求强劲  德国9月出口月增2% 表现优于预期",
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    "description": "德国9月出口1,411亿欧元,月增2%,优于预期0.5%,创今年2月来最快增速
出口回升主因欧盟需求,对欧盟出口月增3.5%;对中国出口月减5.2%,前9月对中出口年减13.4%
9月进口月增4.2%至1,255亿欧元,贸易顺差缩至156亿欧元;经济学家称外贸可支撑成长但非主力",
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    "content": "<p>德国联邦统计局数据显示,经季节与日历调整后,德国2026年9月出口额达1,411亿欧元,较前月成长2%。此成长幅度摆脱了前两个月(7月与8月)连续下滑的阴霾,且大幅优于分析师预期的0.5%增幅,创下今年2月以来的最快增速。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6653601/l/49f9c8ad74366334547c6815c640cf6a.jpg\" alt=\"欧盟需求强劲  德国9月出口月增2% 表现优于预期\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>若与去年同期相比,9月出口成长了7.7%;累计今年1月至9月出口总额达1兆2,343亿欧元,年增4.3%。</p>\n\n<p>本次出口回升主要由欧盟内部需求带动,9月对欧盟成员国出口月增3.5%,达808亿欧元。其中,对欧元区国家出口月增2.4%至558亿欧元;对欧元区以外的欧盟国家出口更大幅成长6.1%,达到250亿欧元。</p>\n\n<p>相较之下,对非欧盟(第三国)出口仅微增0.1%,为603亿欧元。</p>\n\n<p>美国仍为德国最大出口目的地,9月对美出口额为134亿欧元,虽较8月微幅下滑0.5%,但较去年同期大幅成长10.3%。对英国出口月减4.7%至73亿欧元;对中国出口则月减5.2%至55亿欧元。今年前9个月,德国对中国的累计出口额更较去年同期衰退了13.4%。</p>\n\n<p>进口方面,德国9月进口额月增4.2%至1,255亿欧元(年增8.7%),远高于市场预期的0.5%增幅。其中,中国为德国最大的进口来源国,进口额月增1.6%至173亿欧元。由于进口成长幅度大于出口,德国9月贸易顺差由8月的179亿欧元收窄至156亿欧元。</p>\n\n<p>针对此数据,Bethmann HAL Bank首席经济学家Alexander Krueger表示,最新数据对德国整体经济而言是个好兆头,显示德国经济对来自中国的竞争展现了一定韧性。Krueger指出:「对外贸易目前可能为经济成长提供支撑,但尚不足以成为主要的成长驱动力。」</p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/hour/article-24225.html\" title=\"营收速报  - 仁宝(2324)10月营收871.51亿元年增率高达40.75%\">营收速报  - 仁宝(2324)10月营收871.51亿元年增率高达40.75%</a></li>\n    <li><a href=\"/hour/article-24256.html\" title=\"营收速报  - 长荣(2603)10月营收536.03亿元年增率高达96.13%\">营收速报  - 长荣(2603)10月营收536.03亿元年增率高达96.13%</a></li>\n    <li><a href=\"/hour/article-24280.html\" title=\"辉达盘前股价跌近5%!董事会调查添变数 黄仁勋去留受关注\">辉达盘前股价跌近5%!董事会调查添变数 黄仁勋去留受关注</a></li>\n    <li><a href=\"/hour/article-24253.html\" title=\"调查:中国10月出口预估保持强劲 顺差将破1兆美元\">调查:中国10月出口预估保持强劲 顺差将破1兆美元</a></li>\n    <li><a href=\"/hour/article-24255.html\" title=\"营收速报  - 阳明(2609)10月营收210.44亿元年增率高达82.45%\">营收速报  - 阳明(2609)10月营收210.44亿元年增率高达82.45%</a></li>\n    <li><a href=\"/hour/article-24263.html\" title=\"宏碁10月营收263.91亿元创5年新高 PC业务持续成长\">宏碁10月营收263.91亿元创5年新高 PC业务持续成长</a></li>\n  </ul>\n</div>",
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