According to data from the General Administration of Customs of China, in December, exports of Chinese goods increased by 6.6% in dollar terms compared to the same month of the previous year. This growth significantly exceeded Bloomberg's analytical forecasts, which expected a 3.1% increase, and was higher than the November figure of 5.9%.
Imports of goods also showed positive dynamics, rising by 5.7% compared to December of last year, which also came as a surprise to experts.
Analysts believe that in 2025, China set a new record for surplus, which exceeded the results of 2024 by 20%. This was made possible by a shift in the export vector from the United States to developing markets in Latin America, Africa, and Asia.
High-tech products played a particularly important role in this success. Exports of electric vehicles, lithium batteries, and solar panels increased by 27%, while shipments of industrial equipment and robots rose by 13%.
However, such a significant surplus exacerbates trade conflicts with international partners, who accuse China of unfair competition and overproduction.
Some experts express doubts about China's ability to maintain such levels of exports in 2026, given the growing pressure from countries seeking to protect their domestic markets.
