{"id":11310,"date":"2024-05-14T10:16:56","date_gmt":"2024-05-14T10:16:56","guid":{"rendered":"https:\/\/tradedatamonitor.com\/?p=11310"},"modified":"2024-05-14T10:16:58","modified_gmt":"2024-05-14T10:16:58","slug":"a-surprising-jump-in-chinese-imports-in-april-has-raised-the-prospect-of-a-china-led-recovery","status":"publish","type":"post","link":"https:\/\/tradedatamonitor.com\/es\/datanews\/a-surprising-jump-in-chinese-imports-in-april-has-raised-the-prospect-of-a-china-led-recovery\/","title":{"rendered":"\u00bfPueden las importaciones chinas impulsar la econom\u00eda global?"},"content":{"rendered":"

El motor comercial de Beijing ha estado desplom\u00e1ndose este a\u00f1o en medio de una econom\u00eda global tibia, por lo que un sorprendente aumento en las importaciones chinas en abril ha aumentado la perspectiva de una recuperaci\u00f3n liderada por China. Total chino importaciones <\/em>aument\u00f3 8,41 TP3T interanual en abril a $220,1 mil millones, casi el doble de las expectativas de los analistas. Las exportaciones totales aumentaron 1,5% a $292,5 mil millones.\u00a0<\/p>\n\n\n\n

Sorprendente optimismo comercial mundial <\/em><\/strong><\/p>\n\n\n\n

La mayor demanda china sustenta un optimismo inesperado sobre el comercio global, acosado en los \u00faltimos a\u00f1os por el Covid-19, una crisis en la cadena de suministro, el proteccionismo y la d\u00e9bil demanda de los consumidores. La semana pasada, la OCDE predijo que el comercio mundial de bienes crecer\u00eda 2,31 TP3T en 2024 y 3,31 TP3T en 2025, en comparaci\u00f3n con 1% el a\u00f1o pasado.<\/p>\n\n\n\n

China es, con diferencia, el principal exportador del mundo: $3,4 billones en env\u00edos en 2023, en comparaci\u00f3n con $2 billones de Estados Unidos y $1,7 billones de Alemania. Pero todav\u00eda se ubica detr\u00e1s de EE. UU. en importaciones: $2,6 billones en 2023, en comparaci\u00f3n con $3,1 billones para EE.UU.<\/p>\n\n\n\n

Es por eso que este a\u00f1o ha habido tanta preocupaci\u00f3n por el hecho de que los consumidores estadounidenses gasten mucho menos dinero en importaciones y por la posibilidad de nuevos aranceles a las importaciones en medio del espectro de una segunda administraci\u00f3n Trump. Esas tendencias constituyen una enfermedad con la que debe lidiar la econom\u00eda global y una de las razones por las que los pron\u00f3sticos comerciales han sido lentos.<\/p>\n\n\n\n

Una econom\u00eda importadora m\u00e1s fuerte en China, que podr\u00eda llevar al pa\u00eds a convertirse pronto en el importador n\u00famero uno del mundo, podr\u00eda ser una cura.<\/p>\n\n\n\n

Sin duda, China enfrenta dif\u00edciles obst\u00e1culos: la econom\u00eda del pa\u00eds enfrenta una crisis inmobiliaria, pr\u00e9stamos bancarios d\u00e9biles y precios lentos.\u00a0<\/p>\n\n\n\n

El impulso de la IA<\/strong><\/em><\/p>\n\n\n\n

Una de las principales razones del aumento de las importaciones chinas es la batalla para adquirir y desarrollar capacidades y redes de inteligencia artificial. Las importaciones de alta tecnolog\u00eda de China aumentaron 16,71 TP3T interanual en abril hasta $61.800 millones. <\/p>\n\n\n\n

Otro son las materias primas. Es por eso que las importaciones desde Brasil, rico en recursos, aumentaron 22% a $9,4 mil millones, y los env\u00edos desde \u00c1frica aumentaron 22,9% a $10,1 mil millones.<\/p>\n\n\n\n

Las importaciones chinas desde pa\u00edses de todo el mundo est\u00e1n aumentando. Las importaciones desde Estados Unidos aumentaron 11,11 TP3T a $14,6 mil millones. Los env\u00edos desde los pa\u00edses de la ASEAN aumentaron 7,31 TP3T a $32,4 mil millones, y las importaciones desde la Uni\u00f3n Europea aumentaron 2,81 TP3T a $24 mil millones.<\/p>\n\n\n\n

Ca\u00edda de los precios de la energ\u00eda<\/em><\/strong><\/p>\n\n\n\n

El aumento de las importaciones es impresionante en parte porque los precios de algunos productos energ\u00e9ticos han estado cayendo. Las importaciones de carb\u00f3n, por ejemplo, aumentaron 11,31 TP3T en cantidad hasta 45,3 millones de toneladas, mientras que las importaciones en valor disminuyeron 8,81 TP3T hasta $4.600 millones, debido a los precios m\u00e1s bajos. Los precios del gas natural tambi\u00e9n cayeron, aunque los precios del petr\u00f3leo crudo subieron un poco.<\/p>\n\n\n\n

China contin\u00faa fabricando acero para su floreciente industria automovil\u00edstica. Las compras de mineral de hierro y concentrados aumentaron 8,1% a $11,5 mil millones. Esa industria automovil\u00edstica, que se ha estado especializando en veh\u00edculos el\u00e9ctricos, significa que el mercado chino se est\u00e1 agotando para los fabricantes extranjeros. Las importaciones de veh\u00edculos de motor se redujeron en 22,61 TP3T hasta $2.800 millones. Sin embargo, los conductores de autom\u00f3viles chinos todav\u00eda necesitan realizar revisiones a sus autom\u00f3viles extranjeros. Las importaciones de autopartes y componentes aumentaron 20,4% a $2,4 mil millones.<\/p>\n\n\n\n

El consumidor asi\u00e1tico<\/em><\/strong><\/p>\n\n\n\n

Las cifras de exportaciones de China correspondientes a abril sugieren que mientras Estados Unidos y Europa se est\u00e1n desplomando, los consumidores asi\u00e1ticos se est\u00e1n recuperando un poco. Las exportaciones a la Uni\u00f3n Europea disminuyeron 2,1% a $43,1 mil millones, y los env\u00edos a Estados Unidos cayeron 0,1% a $41,8 mil millones.<\/p>\n\n\n\n

Las exportaciones chinas siguen siendo impulsadas por los autom\u00f3viles. Las exportaciones de veh\u00edculos de motor aumentaron 28,81 TP3T hasta $10,7 mil millones. Sin embargo, los env\u00edos de piezas y componentes cayeron 1% a $7.600 millones. Se espera que ambas cifras se estabilicen en el largo plazo a medida que los fabricantes chinos establezcan su presencia en los mercados extranjeros.<\/p>\n\n\n\n

El mercado mundial de bienes de consumo sigue siendo mixto. Las exportaciones de calzado cayeron 14,9% a $3.500 millones, mientras que las ventas de electrodom\u00e9sticos aumentaron 13,9% a $8.900 millones, y las exportaciones de muebles aumentaron 8,7% a $6.300 millones. <\/p>\n\n\n\n

Pero resulta que los mejores mercados para los exportadores chinos est\u00e1n cerca de casa. Las exportaciones a los pa\u00edses de la ASEAN aumentaron 12,9% a $50 mil millones.<\/p>","protected":false},"excerpt":{"rendered":"

El motor comercial de Beijing ha estado desplom\u00e1ndose este a\u00f1o en medio de una econom\u00eda global tibia, por lo que un sorprendente aumento en las importaciones chinas en abril ha planteado la perspectiva de una crisis liderada por China...<\/p>","protected":false},"author":5,"featured_media":11311,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[171,173,155,174],"industry":[168,142],"region":[],"class_list":["post-11310","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-asean","tag-cars","tag-china","tag-evs","industry-high-tech","industry-manufacturing"],"acf":[],"yoast_head":"\nCan Chinese Imports Boost the Global Economy? - Trade Data Monitor<\/title>\n<meta name=\"description\" content=\"A surprising jump in Chinese imports in April has raised the prospect of a China-led recovery. 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