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低头看我们结合的地方小说 - 让你沉浸于精彩故事之中。
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低头看我们结合的地方小说 - 让你沉浸于精彩故事之中。

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2025年第一季度,我国对柬埔寨进出口总额突破300亿元,连续六个季度保持增长。从服装、轮胎到机械、基建,多家上市公司积极投资柬埔寨,与柬埔寨方面签下订单。

来源:摄图网

中柬双边贸易持续增长,一季度进出口总额超300亿元

据海关总署统计,2025年第一季度,我国对柬埔寨进出口总额333.3亿元,连续六个季度保持增长,同比增长13.1%,高出对东盟整体增速6个百分点,其中对柬埔寨出口增长14.3%,自柬埔寨进口增长5%,进出口规模创历史同期新高。

建交67年来,中柬两国在政治、产能、农业、能源、安全、人文等领域着力深化合作,中柬命运共同体建设已迈入高质量、高水平、高标准的新时代。2020年10月,作为落实“促进自由贸易区建设、推动建设开放型世界经济”的重要举措,中柬代表签署《中柬自贸协定》,自2022年起正式生效实施。根据《中柬自贸协定》约定,双方货物贸易零关税产品税目比例均达到90%以上,涵盖农产品、机电产品、服装纺织、橡胶制品、金属制品、交通工具等重点关注产品。

在汽车产业互补方面,2025年第一季度,我国对柬埔寨分别出口汽车、锂电池8.4亿元、1亿元,分别同比增长183.7%、465.7%,同期我国自柬埔寨进口橡胶1.2亿元,同比增长298.6%。在纺织产业协作方面,一季度我国对柬埔寨出口纺织品101.4亿元,同比增长17.7%,占当期对柬出口总值的34.3%,并自柬埔寨进口服装及衣着附件7.9亿元,同比增长5.2%。

同时,中柬农产品贸易势头良好,2025年第一季度,我国对柬埔寨出口农产品6.4亿元,同比增长61.9%,其中肉类、食用水产品分别同比增长163.6%、261.5%,同期我国自柬埔寨进口农产品9.8亿元,同比增长12.2%,占当期自柬进口总值的25.9%。

除商品贸易外,中柬投资合作也在持续升温。柬埔寨发展理事会发布报告指出,2024年,柬埔寨吸引投资69亿美元,其中,中国在柬投资占总投资额的49.8%。

2025年3月,由北京国际经济与技术合作协会代表率领的中国企业代表团访问柬埔寨,代表团由18家在中国主要证券交易所上市的企业组成,旨在考查柬埔寨的投资环境并寻找合作机会。考察期间,中柬企业签署6项合作协议,包括与柬埔寨邮电部合作建设5G基站、在磅湛省投建万吨级大米加工厂、承接金边-巴域高速公路部分标段等。

从产品到基建,多家上市公司签约柬埔寨订单

杰克股份(603337.SH)主要从事缝制机械业务,并提供服装面辅料智能裁剪、智能缝纫、智能分拣、数字化成品仓储等服装智能制造成套解决方案。公司通过“营销铁三角”模式深耕海外核心市场,在越南、柬埔寨等国家建立头部客户样板。2024年6月,杰克股份在柬埔寨举办“过梗王”全球发布会分会场活动,在柬埔寨首都金边见证了爆品“过梗王”的诞生,5小时订单额超4.8亿元。

赛轮轮胎(601058.SH)在柬埔寨设立的子公司CARTTIRE是柬埔寨第一家轮胎生产企业。截至目前,CARTTIRE年产900万条半钢子午线轮胎项目、年产1200万条半钢子午线轮胎项目以及年产165万条全钢子午线轮胎项目已实现批量化生产。2024年上半年,CARTTIRE实现营业收入18.41亿元、归属净利润4.74亿元。2025年1月,赛轮轮胎决定投资9348万美元对CARTTIRE实施扩建,新增年产165万条全钢子午线轮胎的生产能力。

2024年,嘉欣丝绸(002404.SZ)的柬埔寨工业园竣工投产,柬埔寨工业园总投资近1亿元,规划建设生产厂房25000平米。嘉欣丝绸在投资者关系活动中表示,柬埔寨生产基地全部达产后总产能可达到2000万件,其中海外产能达到800万至900万件,后期将利用基地开发外协工厂,持续提升海外订单的占比。

2023年10月,中国中免(601888.SH)旗下DUTYZERObycdf首家东南亚机场免税店在柬埔寨暹粒吴哥国际机场正式开启试营业,是公司海外免税业务发展的重要里程碑。同时,为助力国货出海,中国中免与贵州茅台(600519.SH)合作,在免税店内开设全球首家茅台家族海外机场专卖店。

建设机械(600984.SH)披露,柬埔寨西港半岛酒店度假村项目为其工程机械租赁业务2024年前十大项目之一。资料显示,西港半岛酒店度假村总投资5.74亿美元,由中建钢构设计研究院负责深化设计,作为集办公、商场、酒店、娱乐等于一体的高端综合体,建成后将成为柬埔寨乃至东南亚的地标建筑。

2025年2月,国机重装(601399.SH)发布公告,下属子公司中国重型机械有限公司与柬埔寨方面正式签署上达岱抽水蓄能电站项目执行协议、抽水蓄能协议和土地租赁协议。项目总装机容量1000MW,预计静态投资额约为8.38亿美元,总投资约9.96亿美元,工程建设期60个月,商业运营期40年。

2024年以来,还有多家上市公司与柬埔寨方面在基建领域达成合作。例如,中材节能(603126.SH)签订了柬埔寨中咨工程矿产资源综合利用项目,上海建工(600170.SH)中标了柬埔寨6号公路暹粒进城段扩建项目,西部建设(002302.SZ)签约了柬埔寨戈公省商务区一期数字城项目A区,广日股份(600894.SH)中标了柬埔寨西港悦海湾海景房智能汽车入户项目。

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