Key facts
- China's exports rose 36.3% year-on-year in September.
- Integrated circuit exports jumped 136% to $45 billion.
- September goods trade exceeded 5 trillion yuan for the first time.
China's exports surged 36% in September, the fastest pace since February, driven by strong shipments of semiconductors and automobiles. This marks the sixth consecutive month of double-digit export growth, as Beijing seeks to ease trade tensions with key partners. Total goods trade in the first three quarters of 2026 rose 18.8% year-on-year.

China's robust export performance, particularly in high-demand sectors like semiconductors and automobiles, underscores the resilience of its manufacturing sector and its growing role in global supply chains, potentially impacting trade balances and geopolitical relationships.
China's exports rose 36.3% year-on-year in September, the second-fastest pace of 2026, as global artificial intelligence demand lifted technology shipments and automakers accelerated deliveries ahead of potential EU trade restrictions. The stronger-than-expected performance pushed the monthly trade surplus to a record $133.5 billion. Integrated circuit exports jumped 136% year-on-year in September to $45 billion, with higher prices driving the value jump despite a modest increase in export volume. China's total goods trade volume reached 5.16 trillion yuan in September, surpassing the 5 trillion yuan threshold for the first time.
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