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China regains top spot among Germany's trading partners in H1_我的网站

一 |     (ECNS) -- China remained Germany’s largest trading partner in the first half of 2026, with bilateral trade reaching 125.5 billion euros ($146.8 billion), according to data released by the German Federal Statistical Office on Wednesday.    China was Germany’s largest trading partner for eight consecutive years from 2016 to 2023. The United States overtook China in 2024, before China regained the top position in 2025.    In the first half of 2026, the United States ranked second among Germany’s trading partners, with bilateral trade totaling 123.7 billion euros, followed by the Netherlands at 109.3 billion euros.                        。    华泰证券研报称，上周海外债市共振调整、超长端领跌，但中债收益率不升反降，内外债市定价明显背离。海外长端上行并非单一国别事件，而是AI融资挤出国债需求、主权财政扩张和债务担忧、央行与机构需求收缩、通胀尾部风险升温的共同结果。华泰证券认为，美国财政部扩大回购杯水车薪，AI投资增速下滑、高利率反噬投资可能推动利率下行。国内利率定价仍由内需偏弱、资金面偏松和资产荒主导，海外利率更多约束利率下行空间。策略上，10年国债1.7%之下不建议追涨，但短期方向仍偏有利，维持存单与超长债组合，二永债等提防“固收+”赎回扰动，继续关注摊余成本债基重启带来的结构机会。

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