China's 2025 Exports Surge to Record $6.8 Trillion, Trade Surplus Hits $1.2 Trillion

China’s export performance in 2025 reached unprecedented levels, with total shipments rising to $6.8 trillion, marking a 14% increase compared to the previous year. This surge was led by strong demand for electric vehicles, which accounted for $180 billion in exports, and semiconductors and electronic components, contributing an additional $1.1 trillion. Industrial machinery and solar panels also saw double-digit growth, highlighting the resilience of China’s manufacturing base in high-tech sectors. The robust export figures contributed to a record trade surplus of $1.2 trillion, reflecting the wide gap between foreign sales and import volumes. Imports totaled $5.6 trillion in 2025, driven by increased purchases of raw materials, energy, and advanced technology equipment. Despite efforts to boost domestic consumption, the imbalance persisted, reinforcing concerns about global trade tensions and currency dynamics. Market analysts note that the sustained export strength may influence central bank policy, particularly as China seeks to manage capital inflows linked to the surplus. The People’s Bank of China maintained its benchmark lending rate at 3.5% throughout the year, balancing inflation targets with economic stability. Meanwhile, major exporters such as BYD, Huawei, and CATL reported profits exceeding expectations, with combined revenues surpassing $370 billion in 2025. Global trading partners, including the United States, the European Union, and Southeast Asian nations, are reassessing supply chain strategies amid the persistent trade surplus. Some countries have initiated new tariffs or procurement reviews, while others are accelerating local production to reduce dependency on Chinese goods. These developments signal ongoing shifts in international trade flows.