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India Exports to China Jump 33% to Four-Year High

Higher US tariffs pushed exporters to redirect shipments toward China.

Overview

  • Shipments to China reached $12.22 billion in April–November 2025–26, up 33% from a year earlier and the highest level in four years, according to commerce ministry data.
  • Electronics drove the rebound, with exports of populated printed circuit boards soaring from $23.9 million to $922.4 million alongside gains in display modules and telephony equipment.
  • Agricultural and marine sales featured dried chillies, green gram, oil-cake residues, black tiger shrimp and Vannamei shrimp, while aluminum and refined copper billets lifted base-metal exports.
  • Officials are preparing a proposal to ease 2020 procurement curbs on Chinese firms by removing mandatory registration requirements, with a final decision pending at the Prime Minister’s Office.
  • Commerce ministry figures show the merchandise trade deficit narrowed to $24.53 billion in November as exports strengthened, including to China, the US and the UAE.