China Sourcing Post (EN)https://chinasourcingpost.com/en/China sourcing, from inside China.en China opens air cargo routes from Zhengzhou to DHL’s UK hub and from Hefei to Indiahttps://chinasourcingpost.com/en/news/new-air-cargo-routes-zhengzhou-uk-hefei-india/https://chinasourcingpost.com/en/news/new-air-cargo-routes-zhengzhou-uk-hefei-india/Tue, 03 Nov 2026 06:20:00 GMTLogisticsBoth routes launched on November 2 and 3. They show inland Chinese cities competing with Shanghai and Shenzhen for electronics cargo.
  • Zhengzhou–East Midlands: first flight Nov 2, on a Zhongyuan Longhao Boeing 747-400F.
  • Hefei–Navi Mumbai: first flight Nov 3 with 53 t; 4–5 flights a week.
  • Zhongyuan Longhao’s Budapest and Liège routes: nearly 600 flights and over 70,000 t.

    • A Zhongyuan Longhao Airlines Boeing 747-400F took off from Zhengzhou, Henan, on November 2 bound for East Midlands Airport in the UK, launching a direct freighter route, China News Service reported. East Midlands is DHL’s UK national hub, near Derby, Nottingham and Leicester; cargo can be redistributed across the UK and Europe. Return flights are expected to carry European goods for Henan importers.

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    ]]>     China’s medical device exports grow 14% as rehab robots and AI ventilators go abroadhttps://chinasourcingpost.com/en/news/china-exports-smart-elderly-care-products-rehab-robots/https://chinasourcingpost.com/en/news/china-exports-smart-elderly-care-products-rehab-robots/Tue, 03 Nov 2026 05:02:00 GMTTrade fairsElderly-care product makers say more than half of orders come from overseas. One Chinese rehab robot already sells in Brazil.
  • Medical device exports Jan–Sep 2026: US$42.318bn (+14.38%).
  • Zepu (泽普医疗) rehab robot sells in Russia, Brazil and Singapore.
  • Aeonmed (谊安) has plants in the US and Indonesia; overseas sales +42% through September.

    • Rehabilitation robots, portable oxygen concentrators and AI-driven sleep ventilators are among the elderly-care products on show at phase three of the 140th Canton Fair, China News Service reported on November 3. According to the China Chamber of Commerce for Import and Export of Medicines and Health Products (CCCMHPIE), Chinese medical device exports reached US$42.318 billion from January to September 2026, up 14.38%.

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    ]]>     China wins 81.8% of global new ship orders in 2026 as construction steel loses steamhttps://chinasourcingpost.com/en/news/china-818-percent-global-ship-orders-construction-steel-weak/https://chinasourcingpost.com/en/news/china-818-percent-global-ship-orders-construction-steel-weak/Tue, 03 Nov 2026 02:40:00 GMTSectorsNew orders at Chinese shipyards rose 163.2% through September. Meanwhile, apparent rebar demand fell to its lowest in nearly four years.
  • New ship orders Jan–Sep: 175.29m dwt (+163.2%), 81.8% of the world.
  • Order book at end-September: 399.13m dwt (+64.8%).
  • Tangshan billet: 2,930 yuan/t on Oct 22, after a 10-yuan cut.

    • Chinese shipyards delivered 58.05 million deadweight tonnes (dwt) from January to September 2026, up 50.7% year on year, according to Mysteel's October 23 morning bulletin. New orders reached 175.29 million dwt, up 163.2%, and the order book stood at 399.13 million dwt at the end of September, up 64.8%.

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    ]]>     China issues new outbound investment rules, effective December 1https://chinasourcingpost.com/en/news/china-new-outbound-investment-rules-december-1/https://chinasourcingpost.com/en/news/china-new-outbound-investment-rules-december-1/Tue, 03 Nov 2026 02:20:00 GMTRegulationThe NDRC measures replace the 2017 rules, include individuals as investors, and add annual and adverse-situation reporting on host countries.
  • NDRC Order No. 49, published Oct 22, 76 articles in 6 chapters.
  • Takes effect Dec 1, 2026 and repeals the 2017 rules.
  • New reports: annual, major adverse situations, and overseas reinvestment.

    • China's National Development and Reform Commission (NDRC) published new Measures for the Administration of Outbound Investment (对外投资管理办法) on October 22, according to Xinhua on the Chinese government portal. The rules have 76 articles in six chapters, take effect on December 1, 2026, and repeal the 2017 measures on enterprise outbound investment.

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    ]]>     Chinese electrified vehicles reach US$5.9 billion in Brazilian imports despite a 35% tariffhttps://chinasourcingpost.com/en/news/chinese-evs-us-5-9-billion-brazil-despite-35-tariff/https://chinasourcingpost.com/en/news/chinese-evs-us-5-9-billion-brazil-despite-35-tariff/Tue, 03 Nov 2026 02:00:00 GMTChinese companies in BrazilPurchases dipped in July and August after the duty increase and rebounded in September. Memory chips cost 237% more in total import value.
  • Chinese electrified vehicles Jan–Sep: US$5.9bn, about 10% of imports from China.
  • Tariff raised to 35% in July (from 25% or 30%).
  • Memory chips: volume −11%, value +237%.

    • Brazil imported US$5.9 billion worth of Chinese electrified vehicles from January to September 2026, including conventional hybrids, plug-in hybrids and battery-electric models, according to CEBC data published by Valor. That is about 10% of everything the country bought from China in the period.

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    ]]>     China's manufacturing PMI falls to 49.3% in October as suppliers deliver fasterhttps://chinasourcingpost.com/en/news/china-manufacturing-pmi-october-2026-49-3/https://chinasourcingpost.com/en/news/china-manufacturing-pmi-october-2026-49-3/Tue, 03 Nov 2026 01:40:00 GMTInside ChinaNew orders and output slipped, and small firms dropped to 47.5%. The supplier delivery-time index was the only component above 50.
  • October manufacturing PMI: 49.3%, down 0.8 points.
  • Large firms 50.2%; medium 48.4%; small 47.5%.
  • Supplier delivery times: 50.2%, meaning faster deliveries.

    • China's manufacturing purchasing managers' index (PMI) was 49.3% in October, 0.8 points below September, according to the National Bureau of Statistics (NBS) as reported by Jiemian. A reading below 50 signals contraction.

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    ]]>     China’s central bank raises reserve ratio on FX deposits from 4% to 6%https://chinasourcingpost.com/en/news/pboc-raises-fx-deposit-reserve-ratio-to-6-percent/https://chinasourcingpost.com/en/news/pboc-raises-fx-deposit-reserve-ratio-to-6-percent/Tue, 03 Nov 2026 01:32:00 GMTInside ChinaThe measure takes effect on November 15 and reduces dollar supply at Chinese banks. The yuan is near 6.72 per dollar.
  • Reserve requirement on foreign-currency deposits up 2 points, from 4% to 6%.
  • Effective: Nov 15, 2026.
  • Central parity on Nov 3: 6.7150 yuan per dollar (−4 bp).

    • The People’s Bank of China (PBoC) will raise the reserve requirement ratio on foreign-currency deposits by 2 percentage points, from 4% to 6%, from November 15, 2026, Xinhua reported on November 3. The central bank said the aim is to strengthen financial institutions’ foreign-currency liquidity management.

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    ]]>     Brazil–China trade hits a record US$143.3 billion through September, with chicken and sorghum surginghttps://chinasourcingpost.com/en/news/brazil-china-trade-record-through-september-2026/https://chinasourcingpost.com/en/news/brazil-china-trade-record-through-september-2026/Tue, 03 Nov 2026 01:20:00 GMTBrazil in ChinaBrazilian exports to China rose 12% and imports 9.9% in the first nine months of 2026, according to the Brazil-China Business Council.
  • Two-way trade Jan–Sep: US$143.3bn, a record.
  • Exports: US$84.7bn (+12%). Imports: US$58.6bn (+9.9%).
  • Soybeans, crude oil and iron ore still make up over 77% of sales to China.

    • Trade between Brazil and China reached US$143.3 billion from January to September 2026, a record for the period, according to a Brazil-China Business Council (CEBC) study based on Brazilian trade ministry (MDIC) data and published by Valor. Brazilian exports to China rose 12% to US$84.7 billion, and imports from China grew 9.9% to US$58.6 billion. Brazil's surplus was US$26.1 billion.

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    ]]>     Canton Fair 140: phase 3 brings 12,000+ home, fashion and toy exhibitors through November 4https://chinasourcingpost.com/en/news/canton-fair-140-phase-3-home-fashion-toys/https://chinasourcingpost.com/en/news/canton-fair-140-phase-3-home-fashion-toys/Tue, 03 Nov 2026 01:00:00 GMTTrade fairsOrders signed in the first two phases are already in production, and the Guangzhou fair has drawn 278,000 overseas buyers from 218 countries and regions.
  • Phase 3: Oct 31 to Nov 4, 5 sectors, 21 zones, 25,000 booths, 12,000+ exhibitors.
  • 278,000 overseas buyers by the close of phase 2, up 13.4%.
  • Time from purchase intent to firm order 30% shorter than in past editions, per CCTV.

    • The third and final phase of the 140th Canton Fair opened in Guangzhou on October 31 and runs until November 4. According to CCTV Finance, the theme is "better life" (美好生活): toys and baby products, fashion, home textiles, stationery, and health and leisure, across 21 zones. The phase covers 515,000 m², 25,000 booths and more than 12,000 exhibiting companies. A trade-services area hosts more than 160 institutions offering design, digitalization and export support.

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    ]]>     China becomes a net chicken exporter, eyeing markets Brazil used to supplyhttps://chinasourcingpost.com/en/news/china-becomes-net-chicken-exporter-rival-to-brazil/https://chinasourcingpost.com/en/news/china-becomes-net-chicken-exporter-rival-to-brazil/Tue, 03 Nov 2026 00:17:00 GMTSectorsAfter six years as a net importer, China exported more chicken than it bought in 2025 and stayed in surplus through September 2026.
  • Net importer from 2019 to 2024; net exporter since 2025.
  • 2025 exports: 1.0849 Mt (+50.71%); breast meat 62% of the total.
  • Chicken imports from Brazil in 2025: 291,600 t (−47.79%).

    • A commentary in the Economic Daily on November 3 records a reversal in China’s chicken trade. From 2019 to 2024 the country was a net importer: the deficit was US$470 million in 2019 and reached US$2.44 billion in 2023, after African swine fever slashed pork output. In 2025 China again exported more than it imported, and in the first three quarters of 2026 the surplus held and widened, the paper says.

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    ]]>     Hainan details free port rules: goods with 30% value added on the island get special treatmenthttps://chinasourcingpost.com/en/news/hainan-free-port-rules-30-percent-value-added/https://chinasourcingpost.com/en/news/hainan-free-port-rules-30-percent-value-added/Mon, 02 Nov 2026 14:14:00 GMTRegulationThree provincial bodies clarify how bonded goods are handled and what applies to products processed on the island.
  • Nov 2 notice from Hainan’s finance, development and commerce departments.
  • Unaltered bonded goods follow “first line” import policy when entering the island.
  • Value added of 30% or more on the island: treatment equivalent to the “second line”.

    • Hainan’s Department of Finance, Development and Reform Commission and Department of Commerce issued a joint notice on November 2 on how the free trade port operates now that the whole island runs under a special customs regime, China News Service reported.

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    ]]>     Shantou, maker of 85% of China’s bras, takes Canton Fair buyers to its factorieshttps://chinasourcingpost.com/en/news/shantou-lingerie-fair-canton-fair-buyers-visit-factories/https://chinasourcingpost.com/en/news/shantou-lingerie-fair-canton-fair-buyers-visit-factories/Mon, 02 Nov 2026 13:53:00 GMTTrade fairsThe city’s first autumn intimate apparel export fair runs until November 5. Buyers from Peru, Bolivia and Ecuador are among the visitors.
  • Fair in Shantou Nov 2–5, 2026, linked to the 140th Canton Fair.
  • Market gathers more than 400 merchants and over 1,000 brands, all with own factories.
  • Shantou makes about 85% of mainland China’s bras and briefs.

    • Shantou, in Guangdong, opened its first autumn intimate apparel export fair on November 2, linked to the 140th Canton Fair, China News Service reported. Buyers in Guangzhou were bused to Shantou to see samples and visit factories. The event runs until November 5.

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    ]]>     China’s largest knitwear hub uses AI mirrors to sell sweaters abroadhttps://chinasourcingpost.com/en/news/puyuan-china-largest-knitwear-hub-ai-mirror-exports/https://chinasourcingpost.com/en/news/puyuan-china-largest-knitwear-hub-ai-mirror-exports/Mon, 02 Nov 2026 12:07:00 GMTSectorsPuyuan, in Zhejiang, did 139.3 billion yuan of knitwear business in 2025. The cluster’s digital platform now reaches 72 countries.
  • Puyuan: 139.3bn yuan of knitwear business in 2025 (+6.2%).
  • The cluster’s overseas business grew 82% Jan–Sep 2026; 178 export-only firms.
  • Digital platform links more than 1,000 retailers in 72 countries.

    • The Puyuan Fashion Centre in Tongxiang, Zhejiang, has installed 11 AI fitting mirrors linked to the products of 200 merchants, China News Service reported on November 2. Wholesale stalls have no fitting rooms, so buyers see different sweaters “worn” in real time as they move in front of the mirror. One merchant says he has 300 styles in store and at least 600 in the system.

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    ]]>     Chinese baby product suppliers swap low prices for smart car seats and platinum siliconehttps://chinasourcingpost.com/en/news/china-baby-products-smart-car-seat-platinum-silicone/https://chinasourcingpost.com/en/news/china-baby-products-smart-car-seat-platinum-silicone/Mon, 02 Nov 2026 05:04:00 GMTTrade fairsAt the Canton Fair, makers that compete only on cost are losing ground. A Brazilian buyer came looking for baby bottles.
  • Canton Fair phase 3 has more than 12,000 exhibitors across 21 zones.
  • Welldon (惠尔顿) car seat shows on screen whether buckles and leg support are fitted.
  • Huafengli (华丰利) took orders from Korea and Indonesia and expects ~5% sales growth this year.

    • Phase three of the 140th Canton Fair, with more than 12,000 exhibitors in 21 zones, shows a split in baby products, China News Service reported on November 2: traditional categories competing on scale and cost are losing room, while products with smart features and eco-friendly materials are winning in Europe and the US.

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    ]]>     Chinese camping gear makers already produce in Vietnam and Bangladeshhttps://chinasourcingpost.com/en/news/camping-outdoor-gear-china-canton-fair-brazilian-buyer/https://chinasourcingpost.com/en/news/camping-outdoor-gear-china-canton-fair-brazilian-buyer/Mon, 02 Nov 2026 05:02:00 GMTTrade fairsChina’s outdoor goods exports reached US$1.399bn in the first half. A Brazilian buyer asked for tent prices at the Canton Fair.
  • Chinese outdoor goods exports in H1 2026: US$1.399bn.
  • Taizhou Runyuan (润元): 90% of orders abroad, plants in Vietnam and Bangladesh.
  • Baichuangyuan (百创源) sold about US$50m abroad in the half.

    • Brazilian buyer Maria Antonia Gomes, at her first Canton Fair, asked for prices on several camping tents from Chinese makers and told China News Service the products fit Brazilian demand, the agency reported on November 2. According to the China Sporting Goods Federation, outdoor goods exports reached US$1.399 billion in the first half of 2026.

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    ]]>     Brazil brings its largest pavilion in years to Shanghai’s import expohttps://chinasourcingpost.com/en/news/ciie-2026-shanghai-brazil-pavilion-largest-in-years/https://chinasourcingpost.com/en/news/ciie-2026-shanghai-brazil-pavilion-largest-in-years/Mon, 02 Nov 2026 01:48:00 GMTBrazil in ChinaThe 9th CIIE, from November 5 to 10, has a record 4,142 foreign exhibitors. Brazil’s ApexBrasil-run space bets on coffee, açaí and barbecue.
  • CIIE: Nov 5–10, 2026 in Shanghai; 4,142 foreign exhibitors (record).
  • Total area above 440,000 m² for the first time; more than 480 launches.
  • Brazil pavilion: 1,032 m², hall 5.2, booth C4-05.

    • The 9th China International Import Expo (CIIE) runs from November 5 to 10 in Shanghai with 4,142 foreign companies, the most in the event’s history, according to figures released by CCTV and republished by China News Service on November 2. Exhibition space exceeds 440,000 square metres for the first time, with more than 480 product launches and debuts.

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    ]]>     A phone-linked capsule endoscope and a Chinese surgical robot look for buyers abroadhttps://chinasourcingpost.com/en/news/capsule-endoscope-surgical-robot-china-canton-fair/https://chinasourcingpost.com/en/news/capsule-endoscope-surgical-robot-china-canton-fair/Sun, 01 Nov 2026 13:28:00 GMTTrade fairsAt the Canton Fair, Chinese medical equipment makers showed products that used to be imported. The next step is approval in Europe, the US and Southeast Asia.
  • Side Medical (思德医疗) capsule: 3.1 g, Class III registration in China since July 2024.
  • Used in more than 300 institutions; seeking CE and FDA.
  • Sizherui (思哲睿) laparoscopic robot already operating in Europe and Africa.

    • A peanut-sized capsule endoscope caught foreign buyers’ attention at the 140th Canton Fair, China News Service reported on November 1. Patients swallow the capsule and stomach images appear in real time on a phone. The product, from Guangzhou Side Medical (思德医疗), weighs 3.1 grams and won the fair’s top design award (CF Supreme Gold), according to the 21st Century Business Herald.

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    ]]>     China’s commodity index set to end 2026 up 17.6%, led by non-ferrous metals and chemicalshttps://chinasourcingpost.com/en/news/china-commodity-price-index-2026-up-17-percent-nonferrous/https://chinasourcingpost.com/en/news/china-commodity-price-index-2026-up-17-percent-nonferrous/Sun, 01 Nov 2026 12:38:00 GMTDataThe logistics and purchasing federation projects a 132.1 average for the year. Non-ferrous metals lead; minerals and farm goods fall.
  • Projected 2026 average: 132.1 points (+17.6%).
  • Non-ferrous 162.2 (+23.1%); chemicals 124.9 (+22.1%); energy 113.6 (+14.8%).
  • Ferrous 80.5 (+2.2%); agriculture 96.4 (−0.4%); minerals 68.3 (−7.4%).

    • The China Federation of Logistics and Purchasing (CFLP) released its annual commodity price index report on November 1 and projects an average of 132.1 points for 2026, up 17.6% from the previous year, China News Service reported.

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    ]]>     China’s logistics cost falls to 13.8% of GDP as smart band shipments jump 77%https://chinasourcingpost.com/en/news/china-logistics-cost-falls-13-8-percent-gdp-q3/https://chinasourcingpost.com/en/news/china-logistics-cost-falls-13-8-percent-gdp-q3/Sun, 01 Nov 2026 12:15:00 GMTLogisticsThe logistics federation says the 0.2-point drop saved more than 210 billion yuan. Industry accounts for 78% of demand growth.
  • Total value of goods moved Jan–Sep: 280 trillion yuan (+4.9%).
  • Total logistics cost: 14.8 tn yuan, 13.8% of GDP (−0.2 pp).
  • Logistics volume of smart bands +77.1% and 3D printers +62.5%.

    • The China Federation of Logistics and Purchasing (CFLP) said on November 1 that the total value of goods moved by Chinese logistics reached 280 trillion yuan from January to September, up 4.9% at comparable prices, Xinhua reported. Industrial goods grew 5.3% and contributed 78% of the increase; the equipment industry’s share rose to 37.6% and high-tech to 18.3%.

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    ]]>     A plush toy that speaks 60 languages fills a Chinese factory’s schedule to Decemberhttps://chinasourcingpost.com/en/news/ai-plush-toys-china-canton-fair-orders/https://chinasourcingpost.com/en/news/ai-plush-toys-china-canton-fair-orders/Sun, 01 Nov 2026 07:23:00 GMTTrade fairsAt the Canton Fair, Shenzhen and Dongguan makers swapped traditional toys for AI-powered plushes. US and European buyers have already ordered tens of thousands.
  • Shenzhen’s Xindite (新迪泰): AI plush speaks more than 60 languages.
  • The company’s orders run to the end of December 2026.
  • Dongguan’s Junou (俊欧) is on its third product generation.

    • AI toys were the highlight of the toy section at phase three of the 140th Canton Fair, China News Service reported on November 1. Panda and cat plushes hold voice conversations and express emotions with LED eyes, lights, sound and movement.

    Read the full story

    ]]>     Pricey gold has buyers swapping silver for copper and 24K for 18K in Chinese jewelleryhttps://chinasourcingpost.com/en/news/china-jewellery-gold-alternatives-copper-14k-exports-shanwei/https://chinasourcingpost.com/en/news/china-jewellery-gold-alternatives-copper-14k-exports-shanwei/Sun, 01 Nov 2026 06:41:00 GMTSectorsChinese precious-metal jewellery exports topped US$10.2bn through September. In Shanwei, copper orders grew 50%.
  • Precious-metal or clad jewellery Jan–Sep: above US$10.2bn (+17.55%).
  • Guangdong: US$7.3bn (+36.54%).
  • 60% of one trader’s clients moved from silver to copper; copper orders +50% through August.

    • China exported more than US$10.2 billion of precious-metal or clad jewellery from January to September 2026, up 17.55%, according to customs data cited by CCTV Finance and republished by China News Service on November 1. Guangdong accounted for US$7.3 billion, up more than 36.54%.

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    ]]>     AI swallows 70% of advanced memory, pushing up phone and laptop costshttps://chinasourcingpost.com/en/news/ai-memory-prices-phones-dram-nand-double/https://chinasourcingpost.com/en/news/ai-memory-prices-phones-dram-nand-double/Sun, 01 Nov 2026 03:48:00 GMTSectorsContract DRAM nearly doubled in the first half and NAND rose more than 50%. Memory is now over 30% of a phone’s bill of materials.
  • About 70% of advanced memory capacity goes to AI data centres.
  • 12 GB phone memory: from 200 to nearly 600 yuan.
  • Memory is over 30% of a smartphone’s BOM (up to ~50% in high-storage models).

    • A China News Service report republished by the 21st Century Business Herald on November 1 describes how AI demand is absorbing memory production capacity. About 70% of advanced memory capacity now goes to AI data centres, leaving phones and computers to fight over the remaining 30%.

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    ]]>     Upgraded China–Peru FTA takes effect with a new supply-chain chapterhttps://chinasourcingpost.com/en/news/upgraded-china-peru-fta-takes-effect-november-1/https://chinasourcingpost.com/en/news/upgraded-china-peru-fta-takes-effect-november-1/Sun, 01 Nov 2026 01:00:00 GMTRegulationChina’s first free trade agreement with a Latin American country gains five new chapters. Certificates of origin can now cover multiple invoices and drop the 20-item cap.
  • Protocol signed Nov 14, 2024, in force since Nov 1, 2026.
  • Five new chapters, including global supply chains and e-commerce.
  • Bilateral trade of US$50.4bn in 2025, versus US$6.4bn in 2009.

    • The protocol upgrading the China–Peru free trade agreement took effect on November 1, China’s Ministry of Commerce (MOFCOM) said. Talks began in November 2018 and the text was signed on November 14, 2024. The original 2009 agreement was China’s first comprehensive FTA with a Latin American country.

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    ]]>     Shanghai–South America freight falls 8.6% in a week but stays above US$5,000https://chinasourcingpost.com/en/news/china-south-america-ocean-freight-falls-8-percent-scfi-october/https://chinasourcingpost.com/en/news/china-south-america-ocean-freight-falls-8-percent-scfi-october/Fri, 30 Oct 2026 10:45:00 GMTLogisticsThe SCFI edged up for a fourth week to October 30. The South American lane fell the most in the October 23 index.
  • SCFI on Oct 30: 3,687.35 points (+6.01); CCFI: 1,881.82 (+0.3%).
  • Shanghai–South America (Oct 23 index): US$5,053/TEU (−8.61% on the week).
  • Shanghai–Europe: US$2,351/TEU; US East Coast: US$10,388/FEU.

    • The Shanghai Containerized Freight Index (SCFI) closed October 30 at 3,687.35 points, up 6.01 points on the week, and China’s composite CCFI rose 0.3% to 1,881.82, according to the Shanghai Shipping Exchange, in data released by Xinhua Finance.

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    ]]>     Chinese steel prices hit a ten-year low as stocks reach a four-year highhttps://chinasourcingpost.com/en/news/china-steel-q3-2026-prices-ten-year-low-stocks-four-year-high/https://chinasourcingpost.com/en/news/china-steel-q3-2026-prices-ten-year-low-stocks-four-year-high/Fri, 30 Oct 2026 01:00:00 GMTDataChina’s steel association says output fell less than demand and coking coal rose 51%. Industry profits dropped 27.4% through September.
  • Jan–Sep: crude steel 725 Mt (−2.9%); apparent use 625 Mt (−3.8%).
  • Steel exports: 85.64 Mt (−2.6%), average US$709/t (+1.8%).
  • CSPI price index average 92.28, a ten-year low; inventories at a four-year high.

    • The China Iron and Steel Association (CISA) presented its third-quarter review on October 30: output, demand, exports and prices down; stocks and costs up. From January to September, crude steel output was 725 million tonnes (−2.9%) and apparent consumption 625 million (−3.8%), according to official data cited by the association. Rebar fell 17.18 million tonnes while medium plate rose 4.91 million.

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    ]]>     China’s leading packaging paper maker raises corrugated prices for Novemberhttps://chinasourcingpost.com/en/news/nine-dragons-raises-corrugated-paper-prices-november-china/https://chinasourcingpost.com/en/news/nine-dragons-raises-corrugated-paper-prices-november-china/Fri, 30 Oct 2026 00:01:00 GMTSectorsNine Dragons announced 30–50 yuan per tonne increases at four bases. Waste paper, coal and chemicals are dearer.
  • Leshan base: +50 yuan/t on corrugating medium from Oct 26.
  • Dongguan, Taicang, Quanzhou and Chongqing: +30 to 50 yuan/t from early November.
  • Reason cited: higher waste paper, coal and chemical costs.

    • Nine Dragons Paper, China’s leading packaging paper maker, announced on October 29 increases of 30 to 50 yuan per tonne for corrugating medium and recycled kraft at its Dongguan, Taicang, Quanzhou and Chongqing bases from early November, Guandian reported. Earlier, its Leshan base had announced a 50-yuan rise from October 26, 100ppi said.

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    ]]>     Chinese lithium plunges 8.4% in a day as futures lose 90,000 yuanhttps://chinasourcingpost.com/en/news/china-lithium-carbonate-falls-8-percent-futures-below-90000/https://chinasourcingpost.com/en/news/china-lithium-carbonate-falls-8-percent-futures-below-90000/Thu, 29 Oct 2026 08:10:00 GMTDataLithium carbonate output rises while battery makers hold back. SMM sees prices between 80,000 and 105,000 yuan in the short term.
  • Oct 29: most-active futures close at 88,360 yuan/t (−8.4%).
  • Battery-grade spot: average 96,100 yuan/t (−0.9% on the week).
  • Total inventory: 128,385 t (−1,894 t on the week); smelter stocks rising.

    • China’s most-active lithium carbonate futures contract closed at 88,360 yuan per tonne on October 29, down 8.4% on the day and 6.18% on the week, breaking the 90,000-yuan level, according to SMM. In spot, battery-grade carbonate reached 100,050 yuan on Wednesday but fell 3,950 yuan on Thursday, ending the week at an average 96,100 yuan (−0.9%).

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    ]]>     Chinese furniture exports pick up as Guangdong makers sell whole renovationshttps://chinasourcingpost.com/en/news/china-furniture-exports-rise-september-makers-sell-whole-renovation/https://chinasourcingpost.com/en/news/china-furniture-exports-rise-september-makers-sell-whole-renovation/Wed, 28 Oct 2026 09:42:00 GMTSectorsFurniture exports rose 8.7% in September from August while ceramics and lighting fell. Makers offer packages with design, door-to-door delivery and plants near the client.
  • Furniture and parts Jan–Sep: 345.69bn yuan (+2.2%); September 38.73bn (+8.7% m/m).
  • Ceramics: 80.5bn (−29.9%); lighting: 191.16bn (−5.7%).
  • Foshan exported 15.42bn yuan of furniture through September (+13.2%).

    • China exported 345.69 billion yuan of furniture and parts from January to September 2026, up 2.2%, according to customs data of October 14 compiled by China Timber. September reached 38.73 billion, 8.7% above August’s 35.61 billion. Other home categories fell: ceramics dropped 29.9% (80.5 billion) and lighting and parts 5.7% (191.16 billion).

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    ]]>     Chinese polysilicon holds at 43,000 yuan a tonne as plants cut outputhttps://chinasourcingpost.com/en/news/china-polysilicon-production-cuts-price-flat-43000-yuan/https://chinasourcingpost.com/en/news/china-polysilicon-production-cuts-price-flat-43000-yuan/Wed, 28 Oct 2026 08:39:00 GMTSectorsProduction cuts began in October and some southwestern plants halted. Antaike expects deeper cuts in November.
  • n-type recharge: 43,000 yuan/t; granular silicon: average 40,300 yuan/t (both flat).
  • Production cuts in force since October; some southwestern capacity halted.
  • Plant inventories remain high and demand has not recovered.

    • n-type recharge polysilicon traded at 43,000 yuan per tonne in the week of October 28, unchanged, and n-type granular silicon averaged 40,300 yuan (range 40,000–41,000), also flat, according to consultancy Antaike’s weekly review.

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    ]]>     Brazil is the No. 3 buyer of Chinese solar modules in September, driven by an import quotahttps://chinasourcingpost.com/en/news/brazil-third-largest-buyer-chinese-solar-modules-september/https://chinasourcingpost.com/en/news/brazil-third-largest-buyer-chinese-solar-modules-september/Wed, 28 Oct 2026 01:00:00 GMTChinese companies in BrazilThe country took 0.97 GW in the month, a fourth straight rise. InfoLink links it to the 9.6% tariff quota for plants above 5 MW, valid until July 2027.
  • Chinese module exports in September: 22.13 GW (+45% m/m; −17% y/y).
  • Brazil: 0.97 GW in September, 7.70 GW Jan–Sep.
  • Chinese TOPCon utility module price in Europe: about US$0.113/W.

    • China exported about 22.13 GW of PV modules in September 2026, up 45% from August’s 15.26 GW and the highest monthly volume since March, according to customs data compiled by InfoLink and published on October 28. Against September 2025, volumes fell 17%. January–September exports totalled 180.84 GW, 12% below a year earlier.

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    ]]>     China’s United Imaging to build MRI scanners in Joinville with R$535 millionhttps://chinasourcingpost.com/en/news/united-imaging-joinville-factory-mri-radiotherapy-r535-million/https://chinasourcingpost.com/en/news/united-imaging-joinville-factory-mri-radiotherapy-r535-million/Tue, 27 Oct 2026 21:46:00 GMTChinese companies in BrazilIt is the company’s first plant in Latin America. MRI and radiotherapy equipment production should create 200 to 500 jobs.
  • R$535 million investment from 2027 at Perini Business Park, Joinville (Santa Catarina).
  • About 8,000 m² for MRI and oncology radiotherapy equipment.
  • Talks lasted about a year and included the ports of Itajaí, Navegantes and Itapoá.

    • United Imaging Healthcare announced on October 27 in Florianópolis that it will set up its first Latin American unit in Joinville, Santa Catarina, news site ND+ reported. The company plans to invest R$535 million from 2027 in a plant of about 8,000 square metres making MRI and cancer radiotherapy equipment, with 200 to 500 jobs.

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    ]]>     Chinese startup’s AI agent for TikTok creators tops US$10m in first-quarter saleshttps://chinasourcingpost.com/en/news/k2lab-moras-ai-agent-tiktok-creators-10-million-dollars/https://chinasourcingpost.com/en/news/k2lab-moras-ai-agent-tiktok-creators-10-million-dollars/Mon, 26 Oct 2026 02:48:00 GMTStartups & solutionsK2Lab raised tens of millions of yuan and charges only commission on sales. For Black Friday it partnered with more than 1,100 sellers.
  • Angel+ round of tens of millions of yuan led by Kaitai Capital (凯泰资本).
  • Moras agent: over US$10m in TikTok sales in its first public-test quarter; nearly 100,000 creators.
  • Three rounds in six months; CTO is a former Meituan tech executive.

    • K2Lab (攀峰智能) closed an angel+ round of tens of millions of yuan led by Kaitai Capital, according to A5, republished by Sina Tech on October 26. In six months the startup has completed three rounds, led by Yunshi Capital, Huakong Fund and Kaitai.

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    ]]>     BYD plans to double Camaçari to 600,000 cars a year and export to Mexico and Argentinahttps://chinasourcingpost.com/en/news/byd-camacari-double-capacity-600000-export-mexico-argentina/https://chinasourcingpost.com/en/news/byd-camacari-double-capacity-600000-export-mexico-argentina/Sat, 24 Oct 2026 10:13:00 GMTChinese companies in BrazilThe automaker says it gets about 30,000 orders a month in Brazil and will produce 25,000 by end-2026. It aims to exceed 50% local content in early 2027.
  • Camaçari (Bahia) capacity to double to 600,000 vehicles/year.
  • Orders for 50,000 cars from Mexico and 50,000 from Argentina, from 2027.
  • September: 22,209 registrations, 8.5% of the Brazilian market.

    • BYD has begun the process of doubling capacity at its Camaçari plant in Bahia to 600,000 vehicles a year, the company said on October 23, according to Xinhua. The plant, opened in October 2025 on a former Ford site, is in the final phase of construction and testing of stamping, welding and painting.

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    ]]>     Brazil supplies 76.5% of China’s soybeans through September as US cargoes returnhttps://chinasourcingpost.com/en/news/china-soybean-imports-september-brazil-76-percent-us-returns/https://chinasourcingpost.com/en/news/china-soybean-imports-september-brazil-76-percent-us-returns/Wed, 21 Oct 2026 11:00:00 GMTBrazil in ChinaChina bought 10.7 million tonnes of Brazilian soybeans in September. US beans are back, with 360,000 tonnes against zero a year earlier.
  • September: 11.88 Mt imported (−7.7% y/y); Brazil 10.70 Mt (−2.4%).
  • Jan–Sep: 86.08 Mt; Brazil 65.84 Mt (76.5%, +3.4%); US 11.06 Mt (−34%).
  • September average price: US$497.9/t (+11.38% y/y).

    • China imported 11.88 million tonnes of soybeans in September 2026, down 7.7% from a year earlier and 2.1% from August, according to customs data reported by China Grain Net on October 21. Brazil supplied 10.70 million tonnes, 2.4% less than 10.96 million a year earlier.

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    ]]>     China to control exports of tunnel boring machines and drone parts from November 18https://chinasourcingpost.com/en/news/china-export-controls-drones-tunnel-boring-machines-dredgers-november-18/https://chinasourcingpost.com/en/news/china-export-controls-drones-tunnel-boring-machines-dredgers-november-18/Mon, 19 Oct 2026 07:24:00 GMTRegulationFour Commerce Ministry notices change the rules for drones, tunneling machines and dredgers. Importers of this equipment or its parts should check specifications before shipment.
  • Notices No. 49 to 52 of Oct 19; Nos. 49–51 take effect Nov 18, 2026.
  • TBMs, walking excavators and high-altitude wet shotcrete machines join the control list.
  • Drone brushless motors ≥48 V and ≥3 kW and matching controllers now need a licence.

    • China’s Ministry of Commerce (MOFCOM) published four dual-use export control notices on October 19. No. 49 adjusts drone rules, No. 50 adds tunnel boring machines and other engineering machinery, No. 51 widens controls on dredgers and No. 52 details the customs query procedure. The first three take effect on November 18, 2026; the last is already in force.

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    ]]>     China requires prior registration to export 40 AI, biotech and solar technologieshttps://chinasourcingpost.com/en/news/china-export-registration-ai-biotech-solar-technologies/https://chinasourcingpost.com/en/news/china-export-registration-ai-biotech-solar-technologies/Fri, 16 Oct 2026 01:00:00 GMTRegulationThe list covers polysilicon, wafer and PV cell manufacturing and extends to the equipment that embodies those technologies. Public comment runs until November 15.
  • Notice No. 48 of Oct 16 from MOFCOM and the Ministry of Science and Technology.
  • 40 technologies: 23 in AI, 5 in biomedicine and 12 in solar.
  • Registration already required to license or transfer these technologies abroad.

    • China’s Ministry of Commerce (MOFCOM) and Ministry of Science and Technology published Notice No. 48 on October 16, proposing to add 40 technologies to the Catalogue of Technologies Prohibited or Restricted from Export. There are 23 in artificial intelligence (large models, agents, computing clusters and information processing), 5 in biomedicine (cell and gene therapy, small nucleic acid drugs and pathogenic microorganisms) and 12 in solar (polysilicon, wafer and cell manufacturing).

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    ]]>     China’s cross-border e-commerce grows just 4.4% through September, far below overall tradehttps://chinasourcingpost.com/en/news/china-cross-border-ecommerce-2-trillion-yuan-q3/https://chinasourcingpost.com/en/news/china-cross-border-ecommerce-2-trillion-yuan-q3/Thu, 15 Oct 2026 06:03:00 GMTLogisticsOnline sales abroad reached 1.75 trillion yuan. Customs is expanding inspection before loading and road and rail shipping.
  • Jan–Sep: 2.18 tn yuan (+4.4%); exports 1.75 tn (+4.6%).
  • Imports: 434.05bn yuan (+3.3%).
  • Main exports: apparel, shoes, bags, jewellery and home goods.

    • China’s cross-border e-commerce reached about 2.18 trillion yuan from January to September 2026, up 4.4%, according to a preliminary customs estimate presented by statistics director Lü Daliang on October 14, as reported by Beijing News. Exports were about 1.75 trillion (+4.6%) and imports 434.05 billion (+3.3%).

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    ]]>     China’s trade grows 18.8% through September as chip exports nearly doublehttps://chinasourcingpost.com/en/news/china-foreign-trade-q3-2026-chips-evs/https://chinasourcingpost.com/en/news/china-foreign-trade-q3-2026-chips-evs/Wed, 14 Oct 2026 03:00:00 GMTDataCustoms reports the fastest pace in five years. September topped 5 trillion yuan for the first time, driven by electronics, EVs and batteries.
  • Jan–Sep: 39.94 trillion yuan (+18.8%); exports 23.2 tn (+16.4%), imports 16.74 tn (+22.3%).
  • September: 5.16 tn yuan (+27.5%), the first month above 5 tn.
  • Integrated circuit exports +99.1%; EVs +72.3%; lithium batteries +36.4%.

    • China’s General Administration of Customs (GACC) said on October 14 that goods trade reached 39.94 trillion yuan from January to September 2026, up 18.8% year on year. Exports were 23.2 trillion (+16.4%) and imports 16.74 trillion (+22.3%). Deputy head Wang Jun said it is the fastest growth for the period in five years.

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    ]]>     China sets a 13.65 million tonne fertilizer import quota for 2027https://chinasourcingpost.com/en/news/china-2027-fertilizer-import-quota-13-65-million-tonnes/https://chinasourcingpost.com/en/news/china-2027-fertilizer-import-quota-13-65-million-tonnes/Wed, 14 Oct 2026 02:54:00 GMTSectorsThe quota covers urea, DAP and NPK at a 1% tariff. New applicants can file from December 15.
  • Total 13.65 Mt: urea 3.3 Mt, DAP 6.9 Mt and NPK 3.45 Mt.
  • In-quota tariff: 1% for all three.
  • New applicants start at 2,000 t; initial cap of 500,000 t per company.

    • China’s Ministry of Commerce (MOFCOM) published Notice No. 47, dated October 10, on October 14, setting the 2027 fertilizer import tariff-rate quota. The total is 13.65 million tonnes: 3.3 million of urea, 6.9 million of diammonium phosphate (DAP) and 3.45 million of compound fertilizers (NPK). The in-quota tariff is 1%.

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    ]]>     More than half of China’s excavators now go abroadhttps://chinasourcingpost.com/en/news/chinese-excavator-exports-september-2026-more-than-half-of-sales/https://chinasourcingpost.com/en/news/chinese-excavator-exports-september-2026-more-than-half-of-sales/Tue, 13 Oct 2026 00:59:00 GMTDataFrom January to September, 109,744 excavators were exported, up 30.4%. Loaders are following the same path.
  • September: 22,717 excavators sold (+14.4%); exports 12,806 (+20.7%).
  • Jan–Sep: 214,274 excavators (+23.1%); exports 109,744 (+30.4%).
  • Loaders Jan–Sep: 117,077 (+24.9%); exports 58,717 (+34.2%).

    • Chinese manufacturers sold 22,717 excavators in September 2026, up 14.4% from a year earlier, the China Construction Machinery Association (CCMA) said on October 13. The domestic market took 9,911 units (+7.16%) and exports 12,806 (+20.7%).

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    ]]>     China exports more than 1 million cars in September, over half of them electrifiedhttps://chinasourcingpost.com/en/news/china-car-exports-september-2026-1-million-nevs-over-half/https://chinasourcingpost.com/en/news/china-car-exports-september-2026-1-million-nevs-over-half/Mon, 12 Oct 2026 22:05:00 GMTDataNew energy vehicle exports grew 1.6-fold in September. Year to date, China has shipped 8.2 million cars.
  • September: 1.053 million vehicles exported (+61.4% y/y).
  • New energy vehicles: 571,000 (+1.6-fold); over half of exports for a 4th month.
  • Jan–Sep: 8.205 million exported (+65.8%).

    • China exported 1.053 million vehicles in September 2026, up 4.2% from August and 61.4% from September 2025, according to the China Association of Automobile Manufacturers (CAAM), cited by People’s Daily on October 13. New energy vehicles (EVs and plug-in hybrids) reached 571,000 units, 1.6 times more than a year earlier, and accounted for over half of exports for the fourth consecutive month.

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    ]]>     China’s Zhongtong plans an electric bus plant in Brazil within two yearshttps://chinasourcingpost.com/en/news/zhongtong-electric-bus-factory-brazil-tevx/https://chinasourcingpost.com/en/news/zhongtong-electric-bus-factory-brazil-tevx/Mon, 05 Oct 2026 20:42:00 GMTChinese companies in BrazilLocal representative TEVX is negotiating three sites and says the decision will come after the elections. The goal is 15% of the national market.
  • Plant expected within two years; three sites under negotiation.
  • Target: up to 15% of the market and 5,000–6,000 buses operating in coming years.
  • Zhongtong makes more than 30,000 buses/year and is in over 110 countries.

    • Chinese electric bus maker Zhongtong should have its first production unit in Brazil within two years, according to TEVX, its representative in the country, in an interview with Agência AutoData published on October 5. TEVX says it is in advanced talks over three sites for the plant.

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    ]]>     China opens anti-dumping probe into p-nitrotoluene from the EUhttps://chinasourcingpost.com/en/news/china-anti-dumping-p-nitrotoluene-european-union/https://chinasourcingpost.com/en/news/china-anti-dumping-p-nitrotoluene-european-union/Sat, 03 Oct 2026 02:00:00 GMTRegulationThe chemical input is used in dyes, pigments, pesticides and drugs. Beijing says European prices fell nearly 60% over four years.
  • Investigation opened Oct 3, 2026 (Notice No. 44); Chinese tariff code 29042020.
  • Dumping period: Jul 2025–Jun 2026; injury period: 2022–Jun 2026.
  • Due to conclude by Oct 3, 2027, extendable by six months.

    • China’s Ministry of Commerce (MOFCOM) opened an anti-dumping investigation on October 3, 2026 into imports of p-nitrotoluene (PNT) from the European Union. The petition was filed on September 14 by producers Jiangsu Huaihe Chemical and Hubei Dongfang Chemical on behalf of the Chinese industry.

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