Summary of China's Exports (June 2025) Industry Overview - The report focuses on China's export performance across various industries, highlighting significant year-over-year (YoY) growth in specific sectors and regions. Key Points Export Growth Statistics - China's overall export value increased by **6% year-to-date (YTD)** YoY as of June 2025 [8] - Notable YoY growth in specific goods: - Natural rubber: **+450%** - Aluminium ore: **+243%** - Electroplating machines: **+155%** [13] Sector Contributions - The sectors contributing most to YoY incremental exports in June included: - Low-value simplified exports/imports: **+16% YoY** - Semiconductors: **+11% YoY** - Other semiconductors: **+9% YoY** [19] Regional Export Performance - Exports to various regions showed mixed results: - **Africa**: +21% YoY - **ASEAN**: +13% YoY - **Latin America**: +7% YoY - **Europe**: +5% YoY - **United States**: -11% YoY [11] Declines in Specific Markets - Exports to the US and Mexico decreased by **16%** and **13%** YoY, respectively [3] - The healthcare and consumer sectors recorded the largest declines in exports to the US and Mexico [3] Sector-Specific Insights - Utilities was the only industry to record YoY growth in exports to both the US and Mexico [3] - In the EU, miscellaneous goods drove growth, while rare earth and tobacco saw an increasing share of exports [4] - Exports to ASEAN were driven by miscellaneous goods and autos, with battery materials and rare gas showing increased shares [5] Notable Sector Performance - The **healthcare sector** faced significant challenges, with pharmaceuticals experiencing a **-52%** decline in exports to the US [29] - The **automotive sector** showed varied performance, with passenger vehicles down **-69%** YoY in June [29] Incremental Export Value Breakdown - The top sectors contributing to incremental export value in June included: - Low-value simplified exports/imports: **16%** - Semiconductors: **11%** - Electrical equipment: **8%** [19] Summary of Key Sectors - **Technology**: +11% YoY - **Consumer**: -2% YoY - **Industrials**: +13% YoY - **Basic materials**: +7% YoY - **Utilities**: +57% YoY [9] Conclusion - The report indicates a complex landscape for China's exports, with significant growth in certain sectors and regions, while others face substantial declines. The data suggests a need for strategic adjustments in response to changing global market dynamics.