{"id":11890,"date":"2025-03-12T06:34:38","date_gmt":"2025-03-12T06:34:38","guid":{"rendered":"https:\/\/tradedatamonitor.com\/?p=11890"},"modified":"2025-03-12T06:34:40","modified_gmt":"2025-03-12T06:34:40","slug":"tech-sector-resilient-as-chinese-imports-fall-steeply","status":"publish","type":"post","link":"https:\/\/tradedatamonitor.com\/es\/datanews\/tech-sector-resilient-as-chinese-imports-fall-steeply\/","title":{"rendered":"El sector tecnol\u00f3gico se muestra resiliente ante la fuerte ca\u00edda de las importaciones chinas"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong><em>Aguas rocosas<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Corre un momento peligroso para el sistema comercial global. El presidente Trump ha impuesto un arancel general de 201 TP3T, en dos tramos de 101 TP3T, a las importaciones estadounidenses de productos chinos. Se amenaza con m\u00e1s medidas, como las aplicadas a microchips, medicamentos y autom\u00f3viles. Un menor grado de proteccionismo en Europa, Canad\u00e1 y otros lugares tambi\u00e9n est\u00e1 socavando la confianza en el comercio. En China, la demanda interna de los consumidores ha sido d\u00e9bil durante alg\u00fan tiempo. Los funcionarios de ambos pa\u00edses est\u00e1n intensificando su discurso. \u00abLa determinaci\u00f3n de China de salvaguardar sus propios intereses es inquebrantable\u00bb, declar\u00f3 esta semana Wang Wentao, ministro de Comercio de China. \u00abAmbas partes podr\u00e1n reunirse en el momento oportuno y comunicarse lo antes posible\u00bb.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Los resultados comerciales de China en los dos primeros meses de 2025 son, en general, poco tranquilizadores. Las exportaciones aumentaron solo 2,31 TP3T, hasta $539.900 millones, y las importaciones cayeron 8,41 TP3T, hasta $369.400 millones, a medida que aumentaba el considerable super\u00e1vit comercial de China. China siempre publica los datos comerciales de los dos primeros meses del a\u00f1o en conjunto para mitigar la volatilidad generada por el A\u00f1o Nuevo chino. En este caso, no pudo desviar la atenci\u00f3n de las noticias. Los analistas esperaban algo mejor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>El lado positivo: la tecnolog\u00eda<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sin embargo, hubo un resquicio de esperanza en el sector tecnol\u00f3gico. La revoluci\u00f3n de la inteligencia artificial est\u00e1 impulsando la inversi\u00f3n y el lanzamiento de nuevas cadenas de suministro. Es un momento emocionante en muchos sentidos. Puede que se avecine proteccionismo para la alta tecnolog\u00eda, pero por ahora, est\u00e1 impulsando el comercio mundial. Los env\u00edos chinos de productos de alta tecnolog\u00eda aumentaron 5,41 TP3T a $131,9 mil millones. Las exportaciones de circuitos integrados aumentaron 11,91 TP3T a $25,1 mil millones. Las importaciones de productos de alta tecnolog\u00eda aumentaron 6,41 TP3T a $109,5 mil millones. Las importaciones de muchos productos industriales disminuyeron durante los dos primeros meses de 2025. Las importaciones de mineral de hierro cayeron 301 TP3T a $19 mil millones. Las importaciones de carb\u00f3n finalmente se est\u00e1n estancando en cantidad y disminuyeron 18,51 TP3T en valor a $6,5 mil millones. Sin embargo, las compras de cobre, utilizado para cableado de alta tecnolog\u00eda, fueron la excepci\u00f3n. Aumentaron 5,61 TP3T a 11.400 millones de TP4T.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La consolidaci\u00f3n de la econom\u00eda global en los polos asi\u00e1tico, europeo y americano contin\u00faa. Las exportaciones a los pa\u00edses de la ASEAN aumentaron 5.7% a $87.2 mil millones, mientras que los env\u00edos a la Uni\u00f3n Europea subieron solo 0.6% a $79 mil millones. Las exportaciones a los EE. UU. aumentaron 2.3% a $75.6 mil millones. Las ventas a Singapur cayeron 13.8% a $9.8 mil millones. Los env\u00edos a Rusia, que se hab\u00edan disparado desde la invasi\u00f3n rusa de Ucrania en 2022, cayeron 10.9% a $15 mil millones. Las importaciones de los EE. UU. aumentaron 2.7% a $26.5 mil millones. Los env\u00edos de la UE disminuyeron 5.6% a $36.9 mil millones. Incluso las importaciones de los pa\u00edses de la ASEAN disminuyeron en 1,31 TP3T, hasta los 1,44 TP56.600 millones. Las importaciones de Rusia disminuyeron en 3,91 TP3T, hasta los 1,44 TP19.700 millones.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>El dilema de la demanda<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La econom\u00eda exportadora china se ha visto afectada por diversas tendencias globales. El apetito occidental por bienes de consumo de bajo costo parece estar disminuyendo. Los env\u00edos de juguetes se desplomaron en 11,11 TP3T, hasta los 1,45 TP4T. Las exportaciones de equipaje se redujeron en 20,21 TP3T, hasta los 1,45 TP4T. Otros sectores han mostrado un desempe\u00f1o d\u00e9bil. Las exportaciones de productos agr\u00edcolas, por ejemplo, aumentaron solo en 31 TP3T, hasta los 1,45 TP4T. Los env\u00edos de autom\u00f3viles, que hab\u00edan estado en auge, aumentaron en 2,51 TP3T, hasta los 1,45 TP4T. Los precios parecen estar bajando. China envi\u00f3 971.000 autom\u00f3viles en enero y febrero, un aumento de 16,81 TP3T en cantidad. El mercado de tierras raras, del que los pol\u00edticos, m\u00e1s recientemente en Estados Unidos, se adoran hablar, es min\u00fasculo. \u00bfCu\u00e1n min\u00fasculo? Las exportaciones de tierras raras disminuyeron en 0,41 TP3T, hasta los 1,45 TP4T.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La demanda de consumo en China sigue siendo un reto para los responsables pol\u00edticos. Las importaciones de autom\u00f3viles cayeron 50.310 millones de TP3T, hasta los 1.400 millones de TP4T. Las compras de productos farmac\u00e9uticos disminuyeron 10.810 millones de TP3T, hasta los 1.400 millones de TP4T. \u00abEs probable que las importaciones se mantengan d\u00e9biles este a\u00f1o a menos que veamos un repunte del consumo y la inversi\u00f3n privada m\u00e1s fuerte de lo previsto\u00bb, seg\u00fan Lynn Song, economista de ING. Los l\u00edderes chinos se han centrado en intentar impulsar el crecimiento econ\u00f3mico. El mi\u00e9rcoles, Li Qiang, primer ministro chino, declar\u00f3 que la demanda interna era \u00abd\u00e9bil\u00bb. Para 2025, anunci\u00f3 un objetivo de crecimiento econ\u00f3mico de 51 millones de TP3T.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">John W. Miller<\/p>","protected":false},"excerpt":{"rendered":"<p>Aguas turbulentas. Es un momento peligroso para el sistema comercial global. El presidente Trump ha impuesto un arancel general de 201 TP3T, en dos tramos de 101 TP3T, a las importaciones estadounidenses de productos chinos...<\/p>","protected":false},"author":5,"featured_media":11892,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[211,171,155,210],"industry":[168],"region":[185,146],"class_list":["post-11890","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-ai","tag-asean","tag-china","tag-high-tech","industry-high-tech","region-africa","region-china"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Tech Sector Resilient as Chinese Imports Fall Steeply - Trade Data Monitor<\/title>\n<meta name=\"description\" content=\"It\u2019s a perilous time for the global trading system. 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