China’s exports surged in April 2025, defying expectations and giving Beijing a stronger position ahead of key trade negotiations with the United States.
According to official data, exports rose 8.1% year-on-year, significantly beating analyst forecasts of 1.9%. While the growth was slightly lower than March’s 12.4%, it reflects continued strength in China’s global trade performance—even amid rising US tariffs.
Export Growth Despite US Tariffs
This positive export performance comes despite President Donald Trump’s steep tariff increases, which now reach as high as 145% on most Chinese imports. China responded with its own set of retaliatory tariffs, escalating the ongoing trade war between the two largest global economies.
Despite these pressures, China’s exporters have adapted. Many companies have shifted their focus to other markets, reducing dependence on US-bound shipments.
Trade Shifts to Southeast Asia and Europe
China’s trade with the US dropped 21% year-on-year in April. However, this was offset by rising exports to Southeast Asia and the European Union. Shipments to Indonesia, Vietnam, and Thailand saw the highest increases, while trade with the EU rose by 8%.
“Chinese exports to the rest of Asia are performing particularly well,” said Jens Eskelund, president of the European Union Chamber of Commerce in China. “We’re also seeing growing demand from the Middle East and Europe.”
These shifts indicate that China is effectively diversifying its trade routes in response to geopolitical and economic pressures.
Trade Surplus Still High
In April, China’s trade surplus with the US reached $20.46 billion, while its total global trade surplus rose to $96.2 billion. Imports, however, fell by 0.2% for the third consecutive month, raising concerns about domestic demand.
Economists believe this surplus will become a central point in upcoming trade talks, especially as US exports to China continue to decline.
Upcoming Trade Talks in Geneva
This weekend, US and Chinese officials are set to meet in Geneva for a new round of trade negotiations. The US will be represented by Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer. China’s delegation will be led by Vice Premier He Lifeng, its top economic policymaker.
With export numbers strong and trade diversified, China enters these talks with a more confident footing.
European Concerns Over Market Access
While China’s trade strategy shows success, not all partners are satisfied. The European Union has expressed concern over the growing imbalance in trade with China and the challenges European businesses face in accessing the Chinese market.
“There is huge concern over China’s export controls and the lack of a level playing field for European companies,” said EU Ambassador Jorge Toledo during a business forum in Shanghai.
China’s April export growth showcases its resilience in navigating global economic challenges. As it strengthens trade ties beyond the US, it also increases pressure on American negotiators ahead of critical discussions.
However, ongoing concerns from the EU and other trading partners mean China still faces scrutiny over its trade practices. How the Geneva talks unfold may shape the next chapter in the global trade landscape.
