(The National Pulse)—China’s export activity surged in June 2025, rising 5.8 percent year-on-year, an acceleration from May’s 4.8 percent increase, driven by a rush of overseas orders ahead of the looming resumption of steep U.S. tariffs set for August. Customs data released Monday also showed a 1.1 percent increase in imports, marking the first such gain this year and indicating a tentative rebound in domestic demand.
However, while overall trade expanded, exports to the United States continued to decline, down 16 percent from a year earlier. “Tariffs are likely to remain high and Chinese manufacturers face growing constraints on their ability to rapidly expand global market share by slashing prices,” said Zichun Huang, an analyst at Capital Economics.
Chinese auto exports to the European Union (EU) also slumped nearly 38 percent, largely due to the bloc imposing higher tariffs on electric vehicles—despite criticizing the Trump administration’s use of tariffs. Auto parts exports also took a hit, falling more than 23 percent.
Some firms are benefiting from the administration’s efforts to make it more expensive to buy from China rather than American manufacturers. Ford, for instance, has adopted a ‘From America, For America’ policy that has boosted quarterly sales.
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