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German exports to China fall over 12% in H1 as industrial upgrading reshapes trade structure; cooperation remains vital: expert_我的网站

第八号当铺

一 | 从早C晚A到PDRN，护肤功效成分正加速从冷门走向普及。

二 |

Container ships, gantry cranes and container yards are seen at the HHLA Container Terminal Burchardkai and the EUROGATE Container Terminal in Hamburg, Germany, on August 5, 2026. Photo: VCG
German exports to China fell year-on-year in the first half of 2026, pointing to a deeper restructuring of bilateral trade as China moves up the manufacturing value chain, Chinese analysts said. They also cautioned that the decline should not be read as diminishing China's importance to German businesses, given the deep economic ties and the continued benefits of cooperation for both sides.
Germany's first-half exports to China fell by more than 12 percent year-on-year to just under 37 billion euros ($43 billion), while imports from China rose 8.9 percent to 91.8 billion euros, according to data from Germany Trade & Invest (GTAI) cited by Reuters on Sunday. Germany's trade deficit with China widened to about 55 billion euros from 40 billion euros a year earlier, the report said.
Reuters cited Corinne Abele, GTAI's East Asia expert, as pointing to weaker domestic demand and the fact that German companies are increasingly producing inside China.
Commerzbank economist Vincent Stamer said that China's diminishing reliance on Germany showed that the country is becoming more independent of Western powers and catching up technologically, according to Reuters.
China has continued to strengthen its capabilities in sectors including new-energy vehicles, artificial intelligence and advanced manufacturing, enabling more products and technologies that previously depended on imports to be supplied domestically, Zhao Junjie, a senior research fellow at the Institute of European Studies at the Chinese Academy of Social Sciences, told the Global Times on Sunday.
"This means the structure of China-Germany trade is changing," Zhao said, noting that as Chinese industries move up the value chain, China's reliance on some German industrial products is declining, while Chinese companies are becoming more competitive in sectors where German manufacturers traditionally enjoyed strong advantages.
In a position paper released on July 28, China's Ministry of Commerce (MOFCOM) said that the rapid growth of China's modern industries is driven by innovation, with nationwide research and development (R&D) spending growing by an average of 10 percent annually during the 14th Five-Year Plan (2021-25) period.
The changing trade trend is also linked to Germany's own industrial competitiveness and policy environment, Zhao said, noting that high energy costs, demographic pressures and slower investment in some emerging technologies have weighed on the country's industrial upgrading and innovation.
At the same time, political and security considerations have increasingly shaped Germany's economic policy toward China, as Berlin has moved closer to the broader US and EU "de-risking" agenda, Zhao said.
"Such policies can be a double-edged sword, raising costs for German companies in China and disrupting bilateral economic cooperation while seeking to pressure Chinese industries."
However, it is notable that overall China-Germany trade remained substantial. Total bilateral trade exceeded 128 billion euros in the first half, about 3 billion euros more than Germany's trade with the US, according to Reuters.
China overtook the US as Germany's top trading partner in 2025 after US President Donald Trump launched sweeping protectionist tariffs that weighed on German exports to the US.
Falling German exports should not be seen as diminishing China's importance to German businesses, especially as bilateral ties are increasingly expanding beyond trade into investment, local production and R&D, analysts said.
German companies invested more than 7 billion euros in China in the first 11 months of 2025, up 55.5 percent from 4.5 billion euros in 2024 and 2023 and hitting a four-year high. German companies are bulking up their China business and adopting "China for China" production strategies partly to reduce exposure to possible tariffs and export restrictions, according to Reuters.
Major German companies are also deepening their presence in China. BASF's Verbund site in Zhanjiang, South China's Guangdong Province went fully operational in March with an investment of 8.7 billion euros, the largest single investment project wholly owned by a German enterprise in China, the Xinhua News Agency reported.
"China and Germany have developed deeply intertwined economic interests over many years," Zhao said. Rather than treating stronger Chinese industries as a reason to reduce cooperation, Germany should adapt to a relationship in which competition increasingly coexists with investment, innovation and industrial collaboration, he noted.
Recent high-level exchanges have also underscored the importance both sides attach to economic ties. During a meeting with German Economy Minister Katherina Reiche in May, Chinese Vice Premier He Lifeng said that China and Germany are important economic and trade partners with a solid foundation, enormous potential and strong complementarity, calling on both sides to consolidate cooperation in traditional sectors and tap opportunities in emerging fields, according to the Xinhua News Agency.
Reiche said that the German business community remained confident about China's economic prospects and innovation capabilities and would continue to deepen cooperation, Xinhua reported.
The two sides have also moved to strengthen institutional mechanisms. China and Germany agreed to restart the China-Germany Joint Economic Committee and establish two new working groups on trade and investment and industrial cooperation, according to the MOFCOM.
。然而，当浓度堆叠不再是唯一竞争力，一个更深层的技术命题随之浮现：如何提升功效成分的吸收效率与使用体验？答案不止于"添加了多少"，更在于成分如何被保存与传递，以及如何与日常护理方式形成高效协同。

三 | 这也正是消费者日益感知的矛盾：热门精华单用吸收有限，搭配美容仪时又常遇搓泥、扯肤等问题。

四 | 围绕这一痛点，光电美护品牌bixdo倍至提出"能量与成分协同"的解题思路——将美容仪光电能量、护肤品精华成分与真实居家护理场景统一纳入研发体系。

五 | 近日，倍至水光精华系列全新上市，以胶原蛋白、三文鱼源PDRN和烟酰胺三大核心成分配方，分别回应抗皱、修护与焕亮需求，并联合雅萌美容仪展开产品适配与功效验证，让美容仪与护肤品从搭配使用真正走向整全增效。 从追逐热门成分，到回应真实肌肤需求 倍至水光精华系列的开发，源于品牌对用户日常护肤方式的深度观察。

六 | 倍至相关负责人表示：“我们看到很多消费者一边在用高功效精华，一边在家使用美容仪，但二者大多分开研发，经常出现效果冲突。倍至做护肤品其实具备天然的基因，我们将多年光电硬件的沉淀融入护肤配方开发，既要做到成分足量有效，也要解决仪器使用场景下搓泥、能量损耗的现实痛点，实现仪器能量和护肤成分双向增益。” 这一产品思路也与护肤行业正在发生的变化相呼应。

七 | 中国护肤品行业正从功能型护肤迈向精细化、个性化与科技化的新阶段，保湿、修护和抗皱成为消费者最为关注的三大方向。这意味着当下消费者已经不再满足于一瓶精华笼统解决所有问题，而是希望针对不同肌肤状态，找到更加明确、有效且容易坚持的护理方案。基于这些真实需求，倍至没有简单推出一款大而全的产品，而是将水光精华系列分为三款专效配方。

八 | 倍至胶原棒每支添加60000微克重组胶原蛋白，并复配胶原促生肽与多重复合植萃，从胶原补充、弹性支撑和修护维稳等多个维度改善肌肤状态，唤醒皮肤自身胶原新生。

九 | 倍至PDRN水光棒面向干燥、泛红和屏障脆弱肌肤，每支添加7500微克动物源三文鱼PDRN，模拟院线水光，修护肌肤屏障，叠加复合植萃与麦角硫因缓解敏感泛红，亦可用于光电项目后的修护维稳。倍至发光棒聚焦暗沉、粗糙和肤色不均问题，以5%黄金浓度烟酰胺为核心，复配传明酸、九肽-1与B5等成分，在改善肌肤光泽的同时兼顾使用温和度，晒后也可安全使用。三款产品均采用独立次抛包装，减少成分在反复开启和储存过程中的活性损耗，适配居家、差旅和办公室等多种场景。 倍至携手雅萌美容仪，让能量与成分协同增效 如果说配方解决的是"成分端"的功课，护肤品与美容仪的协同，则决定了功效能否在真实使用场景中完整释放。过去，美容仪与护肤品往往属于两套彼此独立的产品体系。仪器关注能量输出与操作模式，护肤品更关注成分与配方，消费者往往需要自行判断哪款精华能够搭配哪些仪器使用。搭配不当不仅可能影响能量效果，也容易出现干涩、搓泥等肤感不适，进一步增加使用门槛。

十 | 水光精华系列上市同时，倍至携手雅萌美容仪推出联名共创产品——雅萌闪修仪Pro CP礼盒，试图打通美容仪与护肤品之间长期存在的适配断点。围绕雅萌闪修仪Pro的实际使用场景，倍至水光精华从配方开发阶段便将仪器适配纳入研发标准，均采用高导电配方，减少不合适的介质对微电流传导效果的影响。

十一 | 通过清透、顺滑的质地设计，使仪器与护肤品在操作时可持续滑动，减少皮肤干涩与拉扯，同时避开易受光照影响的光敏成分，保障美容仪光电能量不被无效消耗。

十二 | 雅萌闪修仪Pro则借助光电能量，促进功效成分向肌肤更深处渗透。这种协同并非简单地将两款产品放入同一个盒子里，而是把成分、仪器与应用场景放进同一套研发逻辑中，消费者不再需要自行试错，品牌也从提供单一产品，进一步转向提供明确、可执行的完整居家护理方案。对消费者而言，这意味着一套经过验证的居家护理方案，不再需要在"精华够不够吸收"和"仪器会不会搓泥"之间反复权衡。对行业而言，美容仪与护肤品的关系可以不止于销售层面的组合，而是围绕美的目标形成功效搭档。倍至希望通过此次与雅萌的合作，让能量与成分更好发挥协同增效价值，并进一步推动居家光电美护走向全链路发展。 光电基因，从技术沉淀自然生长的美护版图 水光精华系列的上市，对倍至而言并不是一次脱离原有业务的热点追逐，而是光电美护能力的自然延伸，将多年在光电硬件、能量控制、成分适配和居家场景的积累，进一步应用到面部护肤产品中。长期以来，倍至持续探索如何将专业光电技术转化为安全、便捷的家庭护理体验。

十三 | 此前，品牌已在口腔美护领域推动专业级蓝光技术的家用化，实践能量与成分协同的思路。协同的背后是倍至长期搭建的研发与循证体系支撑。目前，倍至已建立研发实验中心、仪器性能测试中心和人体功效实验室，Z-lab实验室获得国家CNAS认可及SGS、TUV等国内外机构认可，具备覆盖整机、零部件和电控系统的上百项测试能力。品牌成立科学专家委员会，汇聚全球权威口腔专家联合共研产品，同时联合国内三甲医院、国际知名齿科大学等开展百余项效果研究试验，冲牙器获得行业内首个通过GCP临床功效认证，研究成果被国际权威SCI期刊收录。自创立以来，倍至始终坚持研产销一体化，以医学循证理念打造专业美护产品。这些积累，也构成了倍至区别于传统个护品牌的重要基因：不把硬件和配方看成彼此独立的体系，而是从消费者真实护理场景出发，思考技术能量与有效成分如何共同发挥作用，并转化为消费者能够感知、能够坚持的使用体验。水光精华系列延续了同一逻辑，从"能量如何作用于肌肤"的硬件视角出发，反向理解"成分如何被肌肤有效利用"。此次新品开发过程中形成的配方适配、肤感测试和联合功效评价方法，正是其理念在护肤场景下的具象化实践。从蓝光刷搭配PAP活氧美白牙膏，到美容仪搭配水光精华，产品形态虽然发生变化，底层研发逻辑却保持一致：由仪器提供光电能量，由配方承载有效成分，再根据真实居家场景完成参数、质地和使用时序的匹配落地。这意味着，倍至正在进一步搭建光电能量与成分配方协同增效的完整美护体系。