Report
China's Trade Surplus Hits $938B in First Nine Months of 2026
The Kobeissi Letter says September's $134 billion surplus was up 51% year over year, its second-largest on record.
TLDR
The Kobeissi Letter says China's trade surplus rose $67 billion, or 7.7%, year over year to a record $938 billion in the first nine months of 2026. It reports that exports grew 36% and imports 31% year over year, while high-tech shipments rose 64% and accounted for about half of export growth. It links stronger hardware exports to global AI infrastructure demand.
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