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Rekord-Handelsbilanzdefizit mit China: Kernbranchen betroffen

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  • Matthes, Jürgen

Abstract

Im Jahr 2026 dürfte das deutsche Handelsbilanzdefizit mit China über 100 Milliarden Euro betragen. Seit 2019 wäre das ein Anstieg von rund 90 Milliarden Euro. Das Gros des Zuwachses entfällt auf die drei Kernbranchen Automobil- und Elektroindustrie sowie Maschinenbau. Das ist ein weiteres Indiz für die Schwere des China-Schocks 2.0. Energieintensive Branchen tragen dagegen kaum zum Defizit-Anstieg bei. Energiekostenunterschiede liefern also keinen zentralen Erklärungsbeitrag - anders als oft behauptet.

Suggested Citation

  • Matthes, Jürgen, 2026. "Rekord-Handelsbilanzdefizit mit China: Kernbranchen betroffen," IW-Kurzberichte 71/2026, Institut der deutschen Wirtschaft (IW) / German Economic Institute.
    • Handle: RePEc:zbw:iwkkur:344490
    DOI: 10.67087/19.21600
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