Faits saillants hebdomadaires dans le commerce mondial

2025-03-14 09:59:52

1. La Norvège accélère l'adoption EV  

   - En janvier 2025, 96% des ventes de Voitures neuves (8 954 unités) en Norvège étaient des Véhicules électriques (véhicules électriques). Le pays vise que toutes les nouvelles voitures soient zéro émission d'ici 2025, une décennie d'avance sur l'objectif de l'UE. Les politiques comprennent des taxes élevées sur les véhicules de combustible fossile, l'accès à la voie de bus pour les véhicules électriques et les infrastructures de charge élargies. Les marques chinoises EV détiennent désormais une part de marché de 10% en Norvège, tirée par des prix compétitifs et des modèles divers.  

2. Australia’s E-commerce Boom  

   - Australia’s e-commerce market is projected to reach $42.22 billion (¥307.51 billion) by 2025, growing at an 8.28% CAGR. Amazon dominates with 10% market share, while Temu captures nearly 20% of retail sales. Both platforms are expanding rapidly, with Temu’s website traffic surging 72% year-on-year.  

3. China Remains Vital for UK Auto Industry  

   - Despite a 11.8% decline in UK car production in 2024, China remains a critical market for luxury brands like Rolls-Royce. Meanwhile, Chinese automakers like BYD and MG are gaining traction in the UK as the country transitions to EVs, targeting 80% zero-emission vehicle sales by 2030.  

4. Japan’s Record Current Account Surplus  

   - Japan’s 2024 current account surplus hit a historic high of ¥29.26 trillion ($192 billion), driven by semiconductor exports and overseas investment income (¥40.21 trillion). Trade deficits narrowed to ¥3.9 trillion, supported by tourism recovery and weaker yen.  

5. Chinese Cross-Border E-commerce Thrives in South Korea  

   - Alibaba’s AliExpress and Temu achieved combined sales of ₩4 trillion ($2.75 billion) in South Korea in 2024, up 85% year-on-year. Their monthly active users exceed 8 million each. Shein also expanded aggressively, boosting China’s share of Korea’s direct imports to 60%.  

6. Gold Prices Volatile Amid Inflation Concerns  

   - COMEX gold futures fell 0.65% to $2,913.5/ounce on February 12, 2025, amid anticipation of U.S. inflation data. Despite short-term fluctuations, long-term drivers like central bank purchases and lower real interest rates support upward momentum.  

7. South Korea’s Growth Forecast Cut to 1.6%  

   - The Korea Development Institute (KDI) revised 2025 GDP growth to 1.6%, citing weak domestic demand and slowing exports. Private consumption growth is expected at 1.6%, while construction investment may contract 1.2%.  

8. China’s Durian Imports Hit Record Highs  

   - China imported 1.56 million tons of durians in 2024, valued at $6.99 billion. Thailand (57% share) and Vietnam (41.5% share) dominate, but quality issues (e.g., cadmium超标) and oversupply risks loom as new suppliers like Malaysia enter the market.  

Key Insights  

- Policy-driven shifts: Norway’s EV success and Japan’s export recovery highlight the impact of government incentives.  

- E-commerce expansion: Australia and South Korea exemplify how cross-border platforms are reshaping retail.  

- Geopolitical dynamics: China’s dual role as both a market (for UK/EU) and competitor (in EVs/e-commerce) underscores global trade interdependencies.  

For detailed sources, refer to the original articles from *Economic Reference News*, *E-commerce Pie*, and *Korea Herald*.