
China's exports likely grew by 25.5% year-on-year in September, up modestly from August, while imports were forecast to slow to 24.5% growth from 28.2% in August, according to a Reuters poll ahead of the official data release, driven by AI-related demand for China-made parts and stabilized U.S.-China trade tensions.
AI-generated summary
Earlier this year, China's exports and imports each grew at their fastest pace in five years, driven by strong global demand and post-pandemic recovery.
BEIJING — China's exports likely grew by 25.5% in September from a year ago, picking up modestly from the prior month, according to a Reuters poll ahead of the expected Wednesday data release.
Imports for September were forecast to slow to 24.5% year-on-year growth, down from 28.2% in August, the poll showed.
Earlier this year, China's exports and imports each grew at their fastest pace in five years.
A surge in demand for China-made parts for data centers to power artificial intelligence has helped fuel exports, along with stabilization in tensions with the U.S., China's largest trading partner on a single-country basis.
Global scrutiny on the economic impact of China's surging exports has escalated in recent years, amid sluggish domestic demand. AI-related demand and a coinciding rise in prices of core products have also helped support import growth.
The U.S. and China last month announced plans to roll back tariffs on $30 billion worth of goods from each country, and extend a broader trade truce by two months to January.
AI outlook — possibilities, not facts
China's official September trade data will show export growth near 25.5% and import growth near 24.5%
Likely · Within days
U.S.-China trade tensions will remain stable through January due to the extended truce
Likely · Within months

NVIDIA announced the opening of the Vera Rubin architecture and promoted open standards at the OCP Global Summit. Taijun and Taihong were listed as its NVLink PTFE switch board partners. Taijun's stock price hit the daily limit of 67.9 yuan at the opening, and the number of buy orders reached 53,000.

The craze of ‘China Haul’ shopping unboxing videos has emerged on overseas social media. Foreign tourists share their experiences of purchasing technology products, fashionable clothing, traditional Chinese medicine health products and other good products in China through short videos. This reflects that the product structure and communication path of Chinese goods going overseas are changing. From companies taking the initiative to go overseas to overseas consumers independently discovering and sharing, a closed loop of experience-purchase-sharing-repurchase is formed to promote brands going overseas and sustainable consumption.

NVIDIA announced the opening of the Vera Rubin architecture and promoted open standards at the OCP Global Summit. Taihong and Taijun were included in its NVLink PTFE switch board partner list. The news inspired Taihong's stock price to jump sharply at the opening. The daily limit light came on in 5 seconds. As of 9:16, the daily limit was locked at 303 yuan, and the number of daily limit orders exceeded 13,000. Taihong pointed out that its PTFE material is expected to replace fiberglass cloth or quartz cloth. It is currently undergoing customer verification and sample delivery, and is expected to be introduced into mass production in 2027.

The Taiwan Stock Exchange announced a list of 22 attention stocks on Tuesday. Chuanhu (2059), a stock that has recently fallen for five consecutive days, was included in the list due to its large stock price fluctuations and high write-off volume ratio on the day. Other stocks included in the list of attention stocks include Dashan, Taiya, Longhua and other stocks.

China's producer price index increased 5% in September, the fastest pace in over four years, driven by higher fuel prices. Consumer prices rose 0.9%, slightly below expectations. The data comes amid slowing economic growth, with Q2 GDP at 4.3%, prompting signals of increased policy support from the State Council.
In September 2026, the national consumer price index (CPI) increased by 0.9% year-on-year and 0.2% month-on-month. Food prices fell by 1.7% year-on-year, while non-food prices increased by 1.5%. Falling prices of fresh vegetables and livestock have driven down the CPI, while rising egg prices have driven up the CPI. The average CPI from January to September increased by 0.9% year-on-year.