Wang Qing, Director of Oriental Jin Cheng: The export growth rate of chips and automobiles in December has significantly accelerated, and the trade transfer effect continues to ferment.

The data released by the General Administration of Customs today shows that in December 2025, the export volume, denominated in US dollars, increased by 6.6% year-on-year, with the growth rate accelerating by 0.7 percentage points compared to November. Wang Qing, Chief Macro Analyst at Oriental Jin Cheng, said that the trade transfer effect continued to ferment in December, with China's exports to the "Belt and Road" economic entities accelerating. In addition, driven by the global AI investment boom and the domestic manufacturing industry transformation and upgrading, the export growth of chips and automobiles in December significantly accelerated.