According to information from the Chinese Customs Administration, exports in December 2025 increased by 6.6% in dollar terms compared to the same month in 2024. This growth significantly exceeded the expectations of Bloomberg experts, who had forecasted an increase of only 3.1%, and was higher than the November figure of 5.9%.
Imports also showed positive dynamics, rising by 5.7% in December compared to the previous year, which also surpassed analysts' expectations.
Experts emphasize that 2025 was a year of historic surplus for China, exceeding the 2024 figures by 20%. The main factor for this growth was the shift in export focus from the United States to emerging markets in Asia, Africa, and Latin America.
The growth of high-tech goods exports also had a significant impact. 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 large surplus intensifies trade disputes with international partners, who accuse China of unfair competition and overproduction.
Some analysts express doubts about whether China will be able to maintain such export growth rates in 2026, given the increasing pressure from countries seeking to protect their markets.
