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China's Trade Surplus Tops $1.08 Trillion as Exports Rebound Despite U.S. Slump

European leaders warn of tariffs over redirected Chinese shipments to their markets.

Des voitures destinées à l'exportation attendent d'être embarquées au port de Lianyungang, dans la province du Jiangsu, le 4 décembre 2025 en Chine
Vue aérienne du terminal à conteneurs du port de Shanghai, le 8 décembre 2025
Le président américain Donald Trump (g) et le président chinois Xi Jinping lors d'une rencontre à Busan, le 30 octobre 2025 en Corée du Sud

Overview

  • Official customs data show a January–November 2025 trade surplus of $1.08 trillion, the first time it has exceeded $1 trillion.
  • China’s exports rose 5.9% year over year in November, beating forecasts after October’s first decline since February.
  • Shipments to the United States fell 28.6% in November to $33.8 billion, down from $47.3 billion a year earlier.
  • Imports increased 1.9% in November, undershooting expectations and underscoring weak domestic demand and a property-sector drag.
  • Analysts say weaker U.S. sales were offset by gains in other markets, while President Emmanuel Macron threatened tariffs in the coming months if the EU’s trade gap with China keeps widening.