{"id":11964,"date":"2025-05-19T14:46:32","date_gmt":"2025-05-19T14:46:32","guid":{"rendered":"https:\/\/tradedatamonitor.com\/?p=11964"},"modified":"2025-06-19T15:33:12","modified_gmt":"2025-06-19T15:33:12","slug":"chinese-exports-to-u-s-plunge-along-with-smartphone-shipments","status":"publish","type":"post","link":"https:\/\/tradedatamonitor.com\/fr\/datanews\/chinese-exports-to-u-s-plunge-along-with-smartphone-shipments\/","title":{"rendered":"Les exportations chinoises vers les \u00c9tats-Unis chutent, tout comme les livraisons de smartphones."},"content":{"rendered":"

Premier impact des tarifs douaniers am\u00e9ricains<\/em><\/strong><\/p>\n\n\n\n

Les exp\u00e9ditions chinoises vers les \u00c9tats-Unis ont chut\u00e9 de 21% en glissement annuel en avril, alors que l'impact des nouveaux tarifs d'importation de Washington a commenc\u00e9 \u00e0 punir le plus grand exportateur mondial.<\/p>\n\n\n\n

Cependant, comme P\u00e9kin s'est empress\u00e9 de le souligner, la Chine a compens\u00e9 en vendant davantage \u00e0 ses partenaires \u00e9conomiques d'Asie du Sud-Est. Par une co\u00efncidence frappante, les exportations chinoises vers les pays de l'ASEAN ont augment\u00e9 du m\u00eame montant\u00a0: +21%.<\/p>\n\n\n\n

La baisse des exp\u00e9ditions vers les \u00c9tats-Unis est la premi\u00e8re fois que la Chine signale un impact n\u00e9gatif significatif des droits de douane. Au premier trimestre, les exportations vers les \u00c9tats-Unis ont poursuivi leur hausse, les fabricants et les compagnies maritimes ayant achemin\u00e9 leurs marchandises dans les ports avant l'entr\u00e9e en vigueur des droits pr\u00e9vus.<\/p>\n\n\n\n

Soucieux d'apaiser les inqui\u00e9tudes du march\u00e9 quant \u00e0 une rupture des relations commerciales entre les deux premi\u00e8res \u00e9conomies mondiales, des diplomates se r\u00e9unissent en Suisse pour tenter de parvenir \u00e0 un nouvel accord sur les conditions commerciales. Le r\u00e9sultat sera certainement des droits de douane plus \u00e9lev\u00e9s qu'il y a dix ans, mais les responsables craignent un d\u00e9clenchement de r\u00e9cession. <\/p>\n\n\n\n

 Focus : \u00c9tats-Unis<\/em><\/strong><\/p>\n\n\n\n

Fran\u00e7ais La publication des donn\u00e9es d'avril portait, bien s\u00fbr, sur les exp\u00e9ditions vers les \u00c9tats-Unis. Les exportations vers les \u00c9tats-Unis ont chut\u00e9 de 21% \u00e0 $33 milliards. Le formulaire de donn\u00e9es pr\u00e9liminaires ne ventile pas les exportations par pays individuel. Mais la plus forte baisse des exportations parmi les biens de consommation importants a \u00e9t\u00e9 celle des t\u00e9l\u00e9phones portables : les exp\u00e9ditions ont chut\u00e9 de 20,9% \u00e0 $7,6 milliards. Le nombre de t\u00e9l\u00e9phones portables exp\u00e9di\u00e9s a diminu\u00e9 de 5,8% \u00e0 56,1 millions. Cependant, l'ensemble des biens de haute technologie a augment\u00e9 de 6,9% \u00e0 $74,7 milliards.<\/p>\n\n\n\n

Les exportations totales de jouets ont diminu\u00e9 de 5,9% \u00e0 $2,9 milliards. Les exportations de textiles ont augment\u00e9 de 3,4% \u00e0 $12,6 milliards. Les exportations de produits m\u00e9caniques et \u00e9lectriques ont bondi de 10,5% \u00e0 $190,6 milliards. <\/p>\n\n\n\n

 La solution asiatique<\/em><\/strong><\/p>\n\n\n\n

Au total, les exportations chinoises vers le reste du monde ont augment\u00e9 de 8,11 TP3T pour atteindre 14315,7 milliards de TP3T, ce qui renforce l'espoir du pays que sa puissante \u00e9conomie exportatrice puisse survivre \u00e0 une vague de protectionnisme. Les \u00c9tats-Unis imposent actuellement des droits de douane de 1451 TP3T sur les importations chinoises.<\/p>\n\n\n\n

O\u00f9 ira toute cette surcapacit\u00e9 qui n'est plus destin\u00e9e aux march\u00e9s am\u00e9ricains ? Les exportations vers les pays de l'ASEAN ont augment\u00e9 de 21% pour atteindre $60,4 milliards. Les importations ont augment\u00e9 de 3,5% pour atteindre $33,2 milliards. La plus forte hausse a \u00e9t\u00e9 enregistr\u00e9e par les exp\u00e9ditions vers l'Indon\u00e9sie, qui ont augment\u00e9 de 37,5% pour atteindre $7,8 milliards. Les exportations vers le Vietnam ont augment\u00e9 de 23% pour atteindre $17,2 milliards. Les ventes vers la Tha\u00eflande ont augment\u00e9 de 28,1% pour atteindre $9,3 milliards.<\/p>\n\n\n\n

Lu Daliang, porte-parole du gouvernement chinois, a d\u00e9clar\u00e9 que \u00ab la coop\u00e9ration globale avec les pays voisins a continu\u00e9 de s'approfondir et que les relations \u00e9conomiques et commerciales sont devenues de plus en plus \u00e9troites \u00bb.<\/p>\n\n\n\n

 Reste du monde<\/em><\/strong><\/p>\n\n\n\n

Il n'y a pas que l'Asie. Il existe de nombreux autres march\u00e9s cibl\u00e9s par les entreprises manufacturi\u00e8res chinoises, dont beaucoup ne sont pas chinois. Les exportations vers l'Afrique ont explos\u00e9 de 25,91 TP3T \u00e0 14T18 milliards de TP. Les importations en provenance d'Afrique ont augment\u00e9 de 22,31 TP3T \u00e0 12,4 milliards de TP. Les exportations vers l'Union europ\u00e9enne ont augment\u00e9 de 8,21 TP3T \u00e0 14T46,7 milliards de TP. Parmi les clients de l'UE, il y a eu une forte augmentation des exportations vers l'Allemagne, en hausse de 20,41 TP3T \u00e0 14T10,4 milliards de TP. Un autre march\u00e9 important : l'Inde. Les exportations vers ce pays ont augment\u00e9 de 21,91 TP3T \u00e0 14T11,2 milliards de TP.<\/p>\n\n\n\n

Ce que la Chine ach\u00e8te<\/em><\/strong><\/p>\n\n\n\n

En avril, les importations chinoises ont recul\u00e9 de 0,21 TP3T sur un an, pour atteindre 14219,5 milliards de TP4T. La faiblesse des d\u00e9penses int\u00e9rieures chinoises suscite des inqui\u00e9tudes. Les autorit\u00e9s chinoises ont fix\u00e9 un objectif de croissance \u00e9conomique d'environ 51 TP3T. Cette semaine, les d\u00e9cideurs politiques ont annonc\u00e9 une baisse des taux d'int\u00e9r\u00eat et une injection de liquidit\u00e9s suppl\u00e9mentaires dans l'\u00e9conomie.<\/p>\n\n\n\n

La Chine a impos\u00e9 des droits de douane de r\u00e9torsion de 1\u00a0251\u00a0TP3T sur les importations de marchandises am\u00e9ricaines. Les importations en provenance des \u00c9tats-Unis ont chut\u00e9 de 13,61\u00a0TP3T en avril, pour atteindre 12,6\u00a0milliards de TP4T. R\u00e9sultat\u00a0: l\u2019exc\u00e9dent commercial avec les \u00c9tats-Unis a finalement diminu\u00e9, un objectif strat\u00e9gique cl\u00e9 pour les dirigeants am\u00e9ricains, passant de 14,3\u00a0milliards de TP4T \u00e0 20,5\u00a0milliards de TP4T.  <\/p>\n\n\n\n

Il est clair qu'une grande partie de la r\u00e9duction des importations am\u00e9ricaines a concern\u00e9 les produits agricoles. Les achats de soja ont diminu\u00e9 de 38,21 TP3T \u00e0 $2,7 milliards. Les importations de c\u00e9r\u00e9ales ont chut\u00e9 de 41,11 TP3T \u00e0 $3,7 milliards. Les importations en provenance de l'UE ont diminu\u00e9 de 16,51 TP3T \u00e0 $20 milliards. Les importations en provenance d'Allemagne ont chut\u00e9 de 121 TP3T \u00e0 $7,6 milliards.<\/p>\n\n\n\n

Certains produits dont la demande \u00e9volue en Chine : les importations de produits de haute technologie ont augment\u00e9 de 9,81 TP3T pour atteindre 1 TP4T67,6 milliards. Les importations de produits pharmaceutiques ont diminu\u00e9 de 11,21 TP3T pour atteindre 1 TP4T4,1 milliards.<\/p>\n\n\n\n

Se pr\u00e9parer \u00e0 la temp\u00eate<\/em><\/strong><\/p>\n\n\n\n

Les \u00c9tats-Unis ont accord\u00e9 une pause de 90 jours dans l'application des droits de douane impos\u00e9s par d'autres pays. C'est pourquoi il est significatif que les exportations chinoises d'acier aient augment\u00e9 de 13,41 TP3T pour atteindre 10,5 millions de tonnes. Les acheteurs de pays comme la Cor\u00e9e du Sud et le Vietnam s'arrachent le m\u00e9tal afin de pouvoir vendre aux \u00c9tats-Unis et \u00e0 l'UE avant l'entr\u00e9e en vigueur de droits de douane plus agressifs. <\/p>\n\n\n\n

<\/p>","protected":false},"excerpt":{"rendered":"

Premier impact des tarifs douaniers am\u00e9ricains Les exp\u00e9ditions chinoises vers les \u00c9tats-Unis ont chut\u00e9 de 21% en glissement annuel en avril, alors que l'impact des nouveaux tarifs d'importation de Washington a commenc\u00e9 \u00e0 p\u00e9naliser le plus grand exportateur mondial.<\/p>","protected":false},"author":5,"featured_media":11966,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[171,155,212],"industry":[213],"region":[146],"class_list":["post-11964","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-asean","tag-china","tag-smartphones","industry-smartphones","region-china"],"acf":[],"yoast_head":"\nChinese Exports to U.S. Plunge Along With Smartphone Shipments - Trade Data Monitor<\/title>\n<meta name=\"description\" content=\"Chinese shipments to the U.S. plummeted 21% 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