- China’s exports jumped 25% in August, driven by strong global demand for high‑tech and AI‑related goods—semiconductor export values more than doubled and car exports rose over 50%.
- At the same time domestic demand is weak (slowing retail sales, industrial output and a prolonged property slump), leaving Beijing reliant on overseas markets to hit growth targets.
- China’s large trade surplus (about $119bn in August, on track to top $1tn) heightens geopolitical risks as the U.S. and EU press on surpluses, even as the sides discuss reciprocal tariff adjustments.
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