Imports and Exports of Advanced Manufacturing Products Including Industrial Robots Exceed 10 Trillion Yuan in First Three Quarters, Up 58.9%
nashnova research
China's General Administration of Customs reported that imports and exports of advanced-manufacturing goods — industrial robots, electronic components, computer parts, electrical equipment — exceeded ¥10 trillion in the first three quarters, up 58.9% year-on-year, single-handedly driving 11.3 percentage points of China's total trade growth.
What does ¥10 trillion actually mean?
Combined imports and exports of four product groups — industrial robots, electronic components, computer parts, electrical equipment — topped ¥10 trillion, up 58.9% YoY.
This means → this single cluster contributed 11.3 percentage points to overall goods-trade growth of 18.8% — roughly 60% of the total acceleration.
In plain terms = more than half of China's trade momentum is coming from one throttle: high-end manufactured goods.
What does the "smart and green" export mix look like?
Integrated-circuit exports grew 99.1% — nearly doubling; electronic components rose 70%.
Green products posted strong gains too: EVs up 72.3%, lithium batteries up 36.4%, wind-turbine units and parts up 22.4%.
This reflects a structural shift in China's export profile — from "high volume, low price" toward "tech-intensive plus green premium," with chips and new energy as the two fastest lanes.
Why are imports surging in tandem?
Memory-component imports grew 1.5×; IC imports rose 56.6%; aircraft-parts imports climbed 17.6%.
Metal-ore imports (iron, aluminum, nickel) exceeded 1.2 billion tonnes; oil and gas topped 400 million tonnes.
This means → behind the export boom, factory lines are consuming raw inputs at a matching pace — the supply chain is genuinely running, not idling.
How much has the "Made in China" brand gained?
Own-brand exports grew 26.7%, now accounting for 24.8% of total export value — up two percentage points YoY.
Equipment manufacturing contributed nearly 90% of export growth; intermediate goods (semi-finished products and components) accounted for over half of total export value.
In plain terms = "Made in China" used to mean contract work for someone else's label. Now one in every four export dollars carries a Chinese brand.
Can this pace hold through Q4?
September alone saw ¥5.16 trillion in trade — the first month ever above ¥5 trillion — up 27.5% YoY.
Customs officials said Q4 growth "has a foundation and support," but flagged rising trade protectionism and unilateralism as headwinds.
This means → the first three quarters provide the confidence, but whether the high growth rate extends through Q4 will be the key test of full-year trade quality.
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