China Exports

Is a Chinese implosion looming?

Though few dare to speculate about it publicly, an economic and political perfect storm is bearing down on China

China's exports surge 36.3% in Sep as pressure ramps up to rebalance trade

China's exports surged 36.3% in September from a year earlier, its customs agency said Wednesday, as pressure ramped up from its trading partners including the European Union to rebalance trade. The exports data, which was better than what economists had expected, accelerated from the 25% growth in August. High-tech goods such as semiconductors and autos have helped fuel its rising shipments overseas. Imports climbed 31% in September year-on-year, also accelerating from August's 28.2% rise. That resulted in a $133.5 billion trade surplus for China last month, widening from $119.1 billion in August.

Pakistan's solar boom is so widespread it is now part of wedding dowries

Rising grid tariffs, TikTok-driven popularisation and the affordability of Chinese solar systems have driven Pakistan's solar boom to such an extent that panels are now being used as wedding dowries

China exports surge 25% in Aug on strong demand for autos, high tech goods

China's exports accelerated in August, jumping 25% from a year earlier on strong demand for autos and high-tech goods, its customs agency said Tuesday. The data came ahead of U.S. President Donald Trump's planned meeting with Chinese leader Xi Jinping, set for late September, though Beijing has not yet confirmed the exact date for the visit. Exports grew 23.9% year-on-year in July. Imports climbed 28.2% in August from a year earlier, up from July's 27.5% rise. That led to a $119.1 billion trade surplus for China, widening from $112.5 billion in July.

China's exports slow in July despite robust demand for high-tech products

China's exports slowed slightly in July from the month before despite robust demand for high-tech electronics and vehicles. Customs data released Friday showed China's trade surplus narrowed to USD 112.5 billion from USD 125.6 billion in June. Exports rose nearly 24 per cent in July from a year earlier, compared with a 27 per cent increase in June. Imports climbed 27.5 per cent year-on-year, but that was lower than June's jump of 36 per cent. Disruptions to port operations due to typhoons helped to slow trade, analysts said. "The boom in Chinese trade slowed a touch in July but the big picture is that export and import values remain elevated, helped by soaring global demand for electronics and green tech products," Julian Evans-Pritchard of Capital Economics said in a report. The Iran war interfered with shipments of aluminum from the Middle East, leading to an increase in Chinese exports of the metal, he noted. Trade data show China has fully transitioned from providing mostly l

Why China's rare earth dominance is weakening across global markets

China's export restrictions on rare earths are accelerating investment in new mines and processing capacity worldwide, potentially weakening Beijing's dominance over critical mineral supply chains

China's exports surge 27% in June as AI boom drives strong demand

China's exports accelerated in June, jumping 27 per cent from a year earlier, its customs agency said Tuesday, driven by strong demand due to the boom in artificial intelligence. The increase in exports in June was much better than economists had expected. Exports rose 19.4 per cent year-on-year in May. Imports in June surged 36 per cent, stronger than May's 27.4 per cent year-on-year growth. China's exports of vehicles, especially EVs, and other tech-related products have boomed as rapid expansion of use of AI increases demand for semiconductors and other electronic equipment. The strength in export manufacturing has helped to offset weakness in domestic demand.

China imposes export controls on 40 Japanese entities as tensions rise

20 Japanese firms have been placed on a control list, which prohibits Chinese and foreign exporters from selling to them dual-use items made in China

Statsguru: Electronics hit hard by surging chip prices amid AI boom

India imported memory chips worth $6.79 billion in FY26, 53.41 per cent more than in FY25

China imposes export controls on 10 US firms linked to defence sector

The move, which affects rare earth producers and defence-linked manufacturers, comes after Washington imposed restrictions on several Chinese companies earlier this month

China exports surge 19.4% in May as exporters rush orders, ride AI wave

Exports expanded 19.4 per cent from a year earlier in U.S. dollar value terms, customs data showed on Tuesday, outpacing the 14.1 per cent gain in April and a 15 per cent rise tipped by economists

China's global ecommerce push slows as Iran war lifts costs, weakens demand

The business models, based on flying $5 dresses from Chinese factories to shoppers, were already under pressure after Trump introduced tariffs and axed customs waivers on low-value parcels last year

China's factory activity stalls in May as demand weakens, costs rise

The official manufacturing purchasing managers' index (PMI) dropped to 50 from 50.3 in April, straddling the 50-mark separating growth from contraction

China exports jump 14.1% in April despite Iran war, US tariff pressures

China's exports rose 14.1% in April from a year earlier, the government said Saturday, despite the Iran war and lingering impacts from higher US tariffs. The data were released just days ahead of a planned meeting next week between US President Donald Trump and Chinese leader Xi Jinping in Beijing. That beat analysts' estimates and was a significant improvement from March's 2.5% year-on-year expansion. Imports climbed 25.3%, slower than the 27.8% growth in March but still robust. The Trump-Xi summit comes at a time when relations are beset by multiple issues, with efforts to end the war in Iran eclipsing the usual sources of friction. "We're expecting that overall external demand will remain a solid driver of growth this year," said Lynn Song, chief economist for Greater China at Dutch bank ING, likely led by China's exports of semiconductors and autos. In March, Chinese leaders set an annual economic growth target of 4.5% to 5%, slightly lower than last year's 5% expansion and t

China's export engine stutters as crisis in West Asia dents global demand

But the conflict has disrupted global growth, leaving China especially vulnerable as it has relied on foreign demand to offset a prolonged inability to revive consumption at home

China export growth slows to 2.5% in March amid Iran war uncertainty

China's exports grew 2.5 per cent in March from a year ago, significantly slowing from the previous two months as uncertainties rose from the Iran war and its impact on energy prices and global demand. The March export data released by China's customs agency Tuesday missed analysts' estimates and was sharply down from the 21.8 per cent export growth recorded for January and February. Imports last month surged 27.8 per cent, up from the 19.8 per cent year-on-year increase in the first two months of this year. Technology-related exports including a jump in shipments of semiconductors from China on the global artificial intelligence boom have powered its robust exports in early 2026, but economists say impacts from the prolonged Iran war could affect overall global demand for Chinese exports this year.

Not China's war, but Beijing's long-term energy strategy is paying off

Long concerned about geopolitical crises, China redoubled efforts to secure energy security when US President Trump started raising the stakes in his first term

Chinese cargoes signal fuel relief for Asian neighbours despite curbs

China, a major Asian fuel exporter, halted overseas oil product sales, forcing refiners to cancel or renegotiate shipments to prioritise domestic supply

China overtakes Netherlands as India's third-largest export market

China became India's third-largest export destination in February, overtaking the Netherlands, even as overall exports declined and shipments to key markets weakened

China orders immediate ban on fuel exports to prevent domestic shortage

The halt applies to cargoes that had yet to clear customs as of March 11 and goes beyond last week's move by Beijing urging refiners not to agree to new exports