Overview
- Chinese imports to Germany rose about 11% in the first half of 2025 while average import prices from China fell nearly 4%, according to an IW analysis funded by the German Foreign Office.
- Over the same period, Chinese exports to the United States declined by roughly 16% as higher U.S. tariffs increased costs for exporters.
- In the second quarter, the value of plug-in hybrid car imports from China to Germany surged 131% while shipments of that product group to the U.S. fell by about 99%.
- Increased inflows were also recorded for transmissions, trucks, sheet and film materials, heaters, and polyester and polyamide plastics, adding pressure on German manufacturers.
- IW says Chinese state support and an undervalued yuan enable aggressive pricing and calls on Brussels for stronger, wider countervailing duties, with no new EU measures reported yet.