For the first nine months of 2026, equipment-manufacturing products drove nearly 90% of China's export expansion, with integrated circuit shipments jumping 99.1% year-on-year. Other gains included electric vehicles, up 72.3%, and lithium batteries, which rose 36.4%. Despite the growth, a customs vice minister warned that geopolitical conflicts and general global uncertainties continue to cloud the trade outlook for the remainder of the year.
Tuesday, October 20, 2026
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China September Exports Jump 36.3% on AI Shipments Boom
Global Markets7 days ago
The trade balance for September reached $133.53 billion, exceeding the $118.1 billion forecasted by polled analysts as shipping activity accelerated. Dollar-denominated exports grew 36.3% year-on-year, far surpassing analyst estimates of 25.5%, while imports rose 31%, beating projections of 25% growth. The surge in exports was driven by a boom in AI-related shipments, according to the Financial Times.
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