Commentary: Are Exports Holding China’s Economy ‘Hostage’?

[Beijingwalker]

China's share of global exports is growing faster than forecast — already nearing 40%​

24 september 2026, 01:26

China's share of global exports rose by 2.5 percentage points over the past nine months — a pace that has caught even seasoned China-watchers off guard. According to Jens Eskelund, President of the European Union Chamber of Commerce in China, quoted by the Financial Times, he had expected the country to approach a 40% share of world exports only around 2030 — not now.

China's rapidly growing trade surplus in recent years has increasingly worried its largest trading partners, the European Union and the United States, which fear that cheap Chinese goods will strip local companies of orders and lead to job losses.

A RECORD TRADE SURPLUS​

Between January and August, China's trade surplus reached $805.5 billion (17.068 trillion koruna), the Financial Times reports, citing data from China observers. At this pace, the figure could surpass last year's record of $1.2 trillion (25.4 trillion koruna).

"China's growing share of global exports could be an opportunity if European companies manage to make effective use of trade links and logistics. But at the same time, it highlights the need not to rely on a single region and to seek out other suppliers," says Ivana Brancuzká, director of the consulting firm Crowe.

Eskelund's remarks came as the EU Chamber of Commerce in China published a nearly 400-page report calling for reforms across a range of Chinese sectors — from medical equipment and financial services to maritime shipping — to make it easier for European companies to access the Chinese market.

EUROPEAN BUSINESS CONCERNS AND TRUMP'S TALKS​

European companies fear that a flood of cheaper Chinese goods will cost jobs and weaken European industry, echoing what already happened in the past with steelmaking and solar panel production. As a result, the EU is discussing the introduction of new tariffs. According to the chamber, Beijing continues to expand its production capacity even as domestic consumption in China remains weak — partly due to the prolonged crisis in the property market.

China itself rejects the criticism, arguing that its strong exports of electric vehicles, batteries, solar technology and steel reflect the country's competitive advantage rather than excess production capacity. China's direct trade surplus with the United States has been shrinking in recent years, though a portion of Chinese exports to North America now passes through third countries.

US President Donald Trump and Chinese leader Xi Jinping are set to meet on Thursday in Washington, with talks expected to focus on extending the trade truce between the two countries.

According to Brancuzká, the decisive factor in the coming years will not just be the volume of Chinese exports but also how their structure evolves — how quickly Chinese companies shift from cheap goods to more technologically advanced products. "This could have an even greater impact on global trade than the growth in shipment volumes itself," she concluded.

China's share of global exports is growing faster than forecast — already nearing 40%

China's share of global exports rose by 2.5 percentage points over the past nine months — a pace that has caught even seasoned China-watchers off guard. According to Jens Eskelund, President of the European Union Chamber of Commerce in Chin

aroundprague.cz

 

[Beijingwalker]

China's share of global exports is growing faster than forecast — already nearing 40%​

24 september 2026, 01:26

China's share of global exports rose by 2.5 percentage points over the past nine months — a pace that has caught even seasoned China-watchers off guard. According to Jens Eskelund, President of the European Union Chamber of Commerce in China, quoted by the Financial Times, he had expected the country to approach a 40% share of world exports only around 2030 — not now.

China's rapidly growing trade surplus in recent years has increasingly worried its largest trading partners, the European Union and the United States, which fear that cheap Chinese goods will strip local companies of orders and lead to job losses.

A RECORD TRADE SURPLUS​

Between January and August, China's trade surplus reached $805.5 billion (17.068 trillion koruna), the Financial Times reports, citing data from China observers. At this pace, the figure could surpass last year's record of $1.2 trillion (25.4 trillion koruna).

"China's growing share of global exports could be an opportunity if European companies manage to make effective use of trade links and logistics. But at the same time, it highlights the need not to rely on a single region and to seek out other suppliers," says Ivana Brancuzká, director of the consulting firm Crowe.

Eskelund's remarks came as the EU Chamber of Commerce in China published a nearly 400-page report calling for reforms across a range of Chinese sectors — from medical equipment and financial services to maritime shipping — to make it easier for European companies to access the Chinese market.

EUROPEAN BUSINESS CONCERNS AND TRUMP'S TALKS​

European companies fear that a flood of cheaper Chinese goods will cost jobs and weaken European industry, echoing what already happened in the past with steelmaking and solar panel production. As a result, the EU is discussing the introduction of new tariffs. According to the chamber, Beijing continues to expand its production capacity even as domestic consumption in China remains weak — partly due to the prolonged crisis in the property market.

China itself rejects the criticism, arguing that its strong exports of electric vehicles, batteries, solar technology and steel reflect the country's competitive advantage rather than excess production capacity. China's direct trade surplus with the United States has been shrinking in recent years, though a portion of Chinese exports to North America now passes through third countries.

US President Donald Trump and Chinese leader Xi Jinping are set to meet on Thursday in Washington, with talks expected to focus on extending the trade truce between the two countries.

According to Brancuzká, the decisive factor in the coming years will not just be the volume of Chinese exports but also how their structure evolves — how quickly Chinese companies shift from cheap goods to more technologically advanced products. "This could have an even greater impact on global trade than the growth in shipment volumes itself," she concluded.

China's share of global exports is growing faster than forecast — already nearing 40%

China's share of global exports rose by 2.5 percentage points over the past nine months — a pace that has caught even seasoned China-watchers off guard. According to Jens Eskelund, President of the European Union Chamber of Commerce in Chin

aroundprague.cz

Indians are so jealous about China's strong performance in global exports and have to find some dubious sources trying to discredit China in this regard. They chose the wrong rival though, China is not in the same league with them.

 

[ety]

China's share of global exports is growing faster than forecast — already nearing 40%​

24 september 2026, 01:26

China's share of global exports rose by 2.5 percentage points over the past nine months — a pace that has caught even seasoned China-watchers off guard. According to Jens Eskelund, President of the European Union Chamber of Commerce in China, quoted by the Financial Times, he had expected the country to approach a 40% share of world exports only around 2030 — not now.

China's rapidly growing trade surplus in recent years has increasingly worried its largest trading partners, the European Union and the United States, which fear that cheap Chinese goods will strip local companies of orders and lead to job losses.

A RECORD TRADE SURPLUS​

Between January and August, China's trade surplus reached $805.5 billion (17.068 trillion koruna), the Financial Times reports, citing data from China observers. At this pace, the figure could surpass last year's record of $1.2 trillion (25.4 trillion koruna).

"China's growing share of global exports could be an opportunity if European companies manage to make effective use of trade links and logistics. But at the same time, it highlights the need not to rely on a single region and to seek out other suppliers," says Ivana Brancuzká, director of the consulting firm Crowe.

Eskelund's remarks came as the EU Chamber of Commerce in China published a nearly 400-page report calling for reforms across a range of Chinese sectors — from medical equipment and financial services to maritime shipping — to make it easier for European companies to access the Chinese market.

EUROPEAN BUSINESS CONCERNS AND TRUMP'S TALKS​

European companies fear that a flood of cheaper Chinese goods will cost jobs and weaken European industry, echoing what already happened in the past with steelmaking and solar panel production. As a result, the EU is discussing the introduction of new tariffs. According to the chamber, Beijing continues to expand its production capacity even as domestic consumption in China remains weak — partly due to the prolonged crisis in the property market.

China itself rejects the criticism, arguing that its strong exports of electric vehicles, batteries, solar technology and steel reflect the country's competitive advantage rather than excess production capacity. China's direct trade surplus with the United States has been shrinking in recent years, though a portion of Chinese exports to North America now passes through third countries.

US President Donald Trump and Chinese leader Xi Jinping are set to meet on Thursday in Washington, with talks expected to focus on extending the trade truce between the two countries.

According to Brancuzká, the decisive factor in the coming years will not just be the volume of Chinese exports but also how their structure evolves — how quickly Chinese companies shift from cheap goods to more technologically advanced products. "This could have an even greater impact on global trade than the growth in shipment volumes itself," she concluded.

China's share of global exports is growing faster than forecast — already nearing 40%

China's share of global exports rose by 2.5 percentage points over the past nine months — a pace that has caught even seasoned China-watchers off guard. According to Jens Eskelund, President of the European Union Chamber of Commerce in Chin

aroundprague.cz

No, that's exaggeration by EU officials as usual or just misleading ?

Countries such as Germany, Netherland and South Korea are really strong world exporters per capita basis, not China. China is only super big exporter because of its huge population size. China's share of world exports is commensurate with China's world population size.

"China accounts for nearly 40% of global container exports and roughly 15.8% to 16% of total overall global merchandise exports. [1, 2, 3]"

 

[Beijingwalker]

China's export juggernaut will only grow after robots taking over human jobs

China Installs 59 Percent of World’s Industrial Robots​

24 Settembre 2026

FRANKFURT AM MAIN, Germany--(BUSINESS WIRE)--#IEEE--China has further expanded its global market share of industrial robot installations: A total of 354,000 units were deployed in 2025. This equates to almost three out of every five installations worldwide, marking a new peak.

“China's success in modernising its industrial system is based on its national robotics strategy, which was initiated ten years ago,” says Jane Heffner, President of the International Federation of Robotics. “The recent update, launched as part of China's 15th Five-Year Plan 2026–2030, aims to focus its AI research on physical applications, with robots being the main drivers of economic growth.”

Customer Industries

The electrical and electronics industry installed 96,400 units in 2025 – up 16%. With a share of 27% this segment remains the largest customer market. China´s automotive industry installed a new peak level of 78,900 units. The country’s number two customer industry grew by 38%. The metal and machinery industry in third position installed 78,700 units – up 44%.

Domestic and foreign suppliers

The installations of domestic suppliers from China displayed 15% growth year over year in 2025, reaching 55% of total installations. Installations of foreign robots were up 27% in 2025. Since 2024, more than half of the Chinese installations have been from Chinese brands.

Outlook

The Chinese market for industrial robots is far from saturated: Growth of 5% to 10% on average each year until 2029 is likely. The economy is suffering from a labor shortage due to demographic change. Therefore, robotic automation will be a preferred solution, making production resilient to a lack of labor resources. Guided by the 15th Five-Year Plan (2026–2030), China's robotics strategy emphasises technological self-reliance and the modernisation of traditional industries. The Chinese robotics industry is moving towards becoming an innovator in physical AI and a developer of intelligent industrial robotics.

https://www.01net.it/china-installs-59-percent-of-worlds-industrial-robots/

 

[indo17787]

Indians are so jealous about China's strong performance in global exports and have to find some dubious sources trying to discredit China in this regard. They chose the wrong rival though, China is not in the same league with them.

India ranked as South Africa’s largest source of imported vehicles. Indian manufacturers supplied 219,796 units to South Africa in 2025, representing 56.2% of total light-vehicle imports. China ranked second with 91,326 vehicles, or 23.3% of imports

Nissan Turns to India-Made Vehicles to Rebuild South African Sales

Nissan is shifting to an import-led strategy in South Africa after selling its Pretoria plant to China’s Chery earlier this year. The Japanese automaker launched the India-made Tekton SUV in South Africa on Sept. 21 and plans to expand its imported lineup with the X-Trail, Navara and Patrol...

www.ecofinagency.com

@Nimble

 

[Beijingwalker]

India ranked as South Africa’s largest source of imported vehicles. Indian manufacturers supplied 219,796 units to South Africa in 2025, representing 56.2% of total light-vehicle imports. China ranked second with 91,326 vehicles, or 23.3% of imports

Nissan Turns to India-Made Vehicles to Rebuild South African Sales

Nissan is shifting to an import-led strategy in South Africa after selling its Pretoria plant to China’s Chery earlier this year. The Japanese automaker launched the India-made Tekton SUV in South Africa on Sept. 21 and plans to expand its imported lineup with the X-Trail, Navara and Patrol...

www.ecofinagency.com

@Nimble

lOl, How important is S Africa? China's market is the world and you not not in the list.

 

[indo17787]

lOl, How important is S Africa? China's market is the world and you not not in the list.

View attachment 216650

Despite all that your economy is still going down the gutter lol. What exactly are your industrialists gaining from pumping subsidised goods into foreign markets and barely making anything on them? Huge export numbers look nice until you realise the margins are razor thin. Meanwhile Indian automakers Tata Motors and M&M together won orders for 105,000 commercial vehicles from Indonesia beating established Japanese and Chinese automakers there.

Update Pikap Kopdes Impor India: 12 Ribu Unit Didistribusikan - Sektor Riil

Sebanyak 12.000 unit diantara sudah didistribusikan kepada Kopdes.

www.bloombergtechnoz.com

 

[ety]

Despite all that your economy is still going down the gutter lol. What exactly are your industrialists gaining from pumping subsidised goods into foreign markets and barely making anything on them? Huge export numbers look nice until you realise the margins are razor thin. Meanwhile Indian automakers Tata Motors and M&M together won orders for 105,000 commercial vehicles from Indonesia beating established Japanese and Chinese automakers there.

Update Pikap Kopdes Impor India: 12 Ribu Unit Didistribusikan - Sektor Riil

Sebanyak 12.000 unit diantara sudah didistribusikan kepada Kopdes.

www.bloombergtechnoz.com

You think Chinese are that stupid that Chinese gov will just subsidize exports to make the export numbers look good but China actually losing money in trade ? China is no India that plays with and fakes its GDP number, lol.

 

[Beijingwalker]

Despite all that your economy is still going down the gutter lol.

lOL, OK, Whatever you Indians say.

 

[indo17787]

You think Chinese are that stupid that Chinese gov will just subsidize exports to make the export numbers look good but China actually losing money in trade ? China is no India that plays with and fakes its GDP number, lol.

The entire world knows who gets accused of manipulating GDP numbers. There are tons of articles about it all over the internet. Want me to start digging into your GDP statistics? We can make a separate thread just for that. You ready?

 

[ety]

The entire world knows who gets accused of manipulating GDP numbers. There are tons of articles about it all over the internet. Want me to start digging into your GDP statistics? We can make a separate thread just for that. You ready?

Lol, even your Indian economists and experts and also IMF say so about India, not Chinese saying. You think Chinese GDP numbers are fake and at the same time you can see what have been built in China in cities, towns, villages, infra, manufacturing, factories, HSR, automobiles with leading new energy vehicles, shipping industry, clean environments, high life expectancies of Chinese and many more. China's electricity generation and usage, steel and cement productions and usages in the past decades are literally 7.5 to 10 times that of your India that is still a shithole. These hard productions numbers and what you see around in China don't lie unlike your country's impressive GDP doesn't measure up to what is seen on the streets. Have some brain.

 

[indo17787]

lOL, OK, Whatever you Indians say.

Sit down Tata and M&M EVs are outpacing Baidu and Tesla here and the replies are already full of Chinese guys having a meltdown over it. Royal Enfield made this even funnier. FortNine sent first-service engine oil from Royal Enfield, Honda, Yamaha, Suzuki, Kawasaki, BMW, KTM, Triumph, Ducati, Aprilia, Harley-Davidson and Yin Xiang for a lab cleanliness test. India's Royal Enfield came back with the least contamination of the lot.
Japanese, German, Italian, American, Chinese... everybody was there. Indian motorcycles had “the cleanest engines with minimal contamination compared to other brands".

Royal Enfield Tops Clean Manufacturing Test With BMW, Honda, KTM, Yamaha, Suzuki, Kawasaki, Ducati

Royal Enfield turned out to be manufacturer of the cleanest motor among all samples collected while Aprilia and Ducati fared poorly.

www.rushlane.com

 

[Beijingwalker]

The entire world knows who gets accused of manipulating GDP numbers. There are tons of articles about it all over the internet. Want me to start digging into your GDP statistics? We can make a separate thread just for that. You ready?

Lol, of course the whole world knows, choose someone your own size to compare, China is not the one for you.

 

[NeptunesVortex]

Lol, of course the whole world knows, choose someone your own size to compare, China is not the one for you.
View attachment 216657

My god, you’re so obsessed with India that even our opposition is on your daily watchlist What’s next, INC membership? Though considering that old INC-CCP MoU, you might fit right in. That old INC-CCP MoU must be right up your alley then. Seriously, find another hobby

 

[Beijingwalker]

My god, you’re so obsessed with India that even our opposition is on your daily watchlist What’s next, INC membership? Though considering that old INC-CCP MoU, you might fit right in. That old INC-CCP MoU must be right up your alley then. Seriously, find another hobby

Only fools are obsessed with India, you guys started this thread concerning China, I just drop some facts and tell you go and find someone in your own league, don't try to punch above your weight too much.