相关报告：智研咨询发布的《2025-2031年中国铁矿石行业市场全景评估及发展策略分析报告》 根据中国海关数据显示：2025年9月中国铁矿砂及其精矿进口数量为1.16亿吨，同比增长11.9%，进口金 额为112.78亿美元，同比增长16.3%。 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 近一年中国铁矿砂及其精矿进口情况统计图 ...

Trade Data Overview - In October 2025, exports decreased by 1.1% year-on-year, down from 8.3% in September, while imports increased by 1.0%, down from 7.4%[2] - The trade surplus for October was $90.07 billion, a decrease of $5.64 billion compared to the same month last year[2] Export Performance - The two-year compound growth rate for October exports was 5.55%, indicating resilience despite the month-on-month decline of 7.0%[2] - Exports to the U.S. saw a slight recovery, with a year-on-year decrease of 25.17%, improving by 1.86 percentage points from September[2] - Exports to the EU, ASEAN, and Japan all experienced declines, with year-on-year decreases of 13.26, 4.67, and 7.52 percentage points, respectively[2] Import Trends - October imports showed a significant month-on-month decline of 9.5%, weaker than the four-year average of -6.22%[2] - Key imports such as fertilizers and copper ore saw notable increases, while traditional demand-related imports like iron ore and steel continued to decline[2] Sector Insights - Midstream products dominated exports, with machinery and high-tech products experiencing declines of 9.7% and 11.4% year-on-year, respectively[2] - Certain sectors like shipbuilding and automotive showed significant recovery, reflecting ongoing strengths in midstream manufacturing[2] Economic Outlook - The report highlights the need for policy support to stabilize domestic demand, as import growth remains low despite five consecutive months of positive growth[3] - Risks include potential delays in domestic policy implementation and changes in U.S.-China tariff issues[3]

Group 1: Rare Earth Exports - In October, China's rare earth exports increased by 9% month-on-month, totaling 4,343.5 tons, marking the first monthly rise after three consecutive months of decline [2] - For the first ten months of the year, rare earth exports reached 52,699.2 tons, reflecting a year-on-year growth of 10.5% [2] Group 2: Soybean Imports - China's soybean imports in October reached 9.48 million metric tons, a 17.2% increase from 8.09 million metric tons in the same month last year, setting a record for October imports [3] - The total soybean imports for the first ten months of the year amounted to 95.68 million metric tons, up 6.4% year-on-year [3][4] - October's soybean import volume decreased by 26.3% compared to September, which is consistent with seasonal trends [3] Group 3: Major Commodity Price Trends - Major commodity import prices have generally declined, with coal, natural gas, and crude oil import volumes and values both decreasing [4][5] - For the first ten months, coal imports fell by 11% to 38.8 million tons, with an average price drop of 24.5% [4] - Natural gas imports decreased by 6.2% to 10.3 million tons, with a price decline of 8.8% [4] Group 4: Electrical and Mechanical Products - The import value of electrical and mechanical products grew by 5.5% in the first ten months, reaching 6.05 trillion yuan [4]

相关报告：智研咨询发布的《2025-2031年中国铁矿石行业市场全景评估及发展策略分析报告》 根据中国海关数据显示：2025年8月中国铁矿砂及其精矿进口数量为1.05亿吨，同比增长3.9%，进口金 额为97.56亿美元，同比下降2.7%。 近一年中国铁矿砂及其精矿进口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

相关报告：智研咨询发布的《2025-2031年中国铁矿石行业市场全景评估及发展策略分析报告》 根据中国海关数据显示：2025年4月中国铁矿砂及其精矿进口数量为1.03亿吨，同比增长1.5%，进口金 额为101.18亿美元，同比下降8.2%。 近一年中国铁矿砂及其精矿进口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Export Performance - September exports increased by 8.3% year-on-year, exceeding the Reuters consensus estimate of 6%[6] - The two-year average growth rate for September exports continued to decline to 5.3%[6] - Month-on-month growth for September exports was 2.1%, slightly below the 3% average from 2018 to 2023[6] Trade Dynamics - Exports to the US improved, with September exports valued at $34.31 billion, showing a month-on-month growth of 8.6% and a year-on-year decline of 27%[6] - Exports to Africa surged, with September exports reaching $22.37 billion, a month-on-month increase of 20.3% and a year-on-year growth of 56.4%[6] - Exports to the EU showed seasonal weakness, with September exports at $48.02 billion, a month-on-month decrease of 7.1% but a year-on-year growth of 14.2%[6] Product Categories - High-tech products, electromechanical products, and labor-intensive products saw year-on-year growth rates of 11.5%, 12.6%, and -4.1%, respectively[6] - Ship exports showed significant month-on-month increases, attributed to preemptive actions by domestic shipbuilders ahead of new US regulations[6] Import Trends - September imports rose by 7.4% year-on-year, significantly above the Reuters estimate of 1.5%[6] - Major commodities such as iron ore, crude oil, and soybeans saw increased import volumes compared to the previous month[6] - The trade surplus narrowed to $90.45 billion due to strong import performance[6] Risks and Outlook - The impact of US tariff policies remains uncertain, with potential implications for China's exports[7] - The ongoing US-China trade negotiations may lead to a significant easing of trade tensions at the upcoming APEC summit[6]

Group 1: Rare Earth Imports - In September, China imported 6,864.7 tons of rare earths, an increase from 5,020.8 tons in August [1] - From January to September, total rare earth imports reached 78,898.4 tons [1] Group 2: Agricultural and Food Products - In September, China imported 1,287 tons of soybeans, a 4.8% increase from 1,228 tons in August [7] - Cumulative soybean imports from January to September were not specified but indicate a growing trend in agricultural imports [7] Group 3: Metal and Mineral Imports - In September, copper and copper products imports were 485,000 tons, up from 425,000 tons in August [4] - Iron ore and its concentrates imports in September were 11,632.6 tons, compared to 10,523 tons in August, with a total of 91,768.5 tons imported from January to September [8] - Copper ore and its concentrates imports totaled 2,263.4 tons from January to September, an increase from 2,102.4 tons in the same period last year [4] Group 4: Energy Imports - In September, crude oil imports were 4,725.2 tons, down from 4,949 tons in August, with a total of 42,299.7 tons imported from January to September [6] - Natural gas imports in September were 1,104.8 tons, a decrease from 1,185 tons in August, with cumulative imports of 9,285.9 tons from January to September [6] - Finished oil imports in September were 394.8 tons, up from 334 tons in August, with a total of 3,068 tons imported from January to September [5] Group 5: Export Data - In September, steel exports were 1,046.5 tons, an increase from 951 tons in August, with total exports of 8,795.5 tons from January to September [8] - Automobile exports (including chassis) in September were 756,000 units, slightly down from 763,000 units in August, with a total of 5,684,000 units exported from January to September [9] - Mobile phone exports in September reached 74.93 million units, up from 60.85 million units in August [8]

相关报告：智研咨询发布的《2025-2031年中国铁矿石行业市场全景评估及发展策略分析报告》 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据中国海关数据显示：2025年7月中国铁矿砂及其精矿进口数量为1.05亿吨，同比增长1.9%，进口金 额为95.64亿美元，同比下降8.8%。 近一年中国铁矿砂及其精矿进口情况统计图 ...

Core Insights - The report by Zhiyan Consulting provides an assessment of the Chinese iron ore industry from 2025 to 2031, highlighting market trends and development strategies [1] Import Data Summary - In June 2025, China's imports of iron ore and its concentrates reached 106 million tons, representing a year-on-year increase of 8.7% [1] - The import value for the same period was $9.841 billion, showing a year-on-year decrease of 4.9% [1] Company Profile - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services, including feasibility studies and customized reports [1]

Trade Overview - In the first seven months of this year, China's total goods trade value reached 25.7 trillion yuan, reflecting a year-on-year growth of 3.5% [1] - In July alone, the total trade value was 3.91 trillion yuan, marking a year-on-year increase of 6.7%, which is 1.5 percentage points higher than June, achieving a new high for the year [1] Import Data Energy Imports - In July, China imported 47.204 million tons of crude oil, with a cumulative import of 326.568 million tons from January to July, up 2.8% year-on-year [2] - July's refined oil imports were 4.031 million tons, with a cumulative import of 23.391 million tons from January to July, down 16.6% year-on-year [2] - Natural gas imports in July totaled 10.632 million tons, with a cumulative import of 70.144 million tons from January to July, down 6.9% year-on-year [2] Mineral Imports - In July, iron ore and its concentrates imports were 104.623 million tons, with a cumulative import of 696.569 million tons from January to July, down 2.3% year-on-year [3] - Copper ore and its concentrates imports in July were 2.560 million tons, with a cumulative import of 17.314 million tons from January to July, up 8.0% year-on-year [3] Wood and Pulp Imports - In July, imports of logs and sawn timber reached 465.3 million cubic meters, with a cumulative import of 33.479 million cubic meters from January to July, down 12.3% year-on-year [4] - Pulp imports in July were 2.877 million tons, with a cumulative import of 21.455 million tons from January to July, up 6.5% year-on-year [4] Export Data - In July, steel exports were 9.836 million tons, with a cumulative export of 67.983 million tons from January to July, up 11.4% year-on-year [5] - Exports of unwrought aluminum and aluminum products in July were 542,000 tons, with a cumulative export of 3.462 million tons from January to July, down 7.9% year-on-year [5] - Rare earth exports in July totaled 5,994.3 tons, with a cumulative export of 38,563.6 tons from January to July, up 13.3% year-on-year [5]