China’s Exports to U.S. Drop Sharply in September as Global Shipments Surge

China’s exports to the United States fell sharply in September, down 27 % year-on-year, even as its overall global export growth surged to the strongest level in six months. 

Customs data released Monday showed that total exports from China rose 8.3 %, reaching about US$328.5 billion, surpassing economists’ expectations. Imports also gained momentum, rising 7.4 % year-on-year, compared with just a 1.3 % increase in August. 

The sharp drop in U.S.-bound shipments marks the sixth consecutive month of decline, highlighting the growing strain of trade tensions and escalating tariffs between the two countries. In response, China is diversifying its export markets—shipments to Southeast Asia, Latin America, and Africa recorded double-digit growth. 

Analysts note that while the export rebound underscores China’s global competitiveness, the persistent weakness in U.S. trade signals deeper structural friction in the bilateral relationship. Trade observers warn that renewed U.S. export controls and tariff threats could disrupt supply chains and dampen future growth unless tensions ease.