China Trade Monitor
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News and analysis of China's economic relations with the world.
https://www.chinatrademonitor.com/
CTM Weekly Newsletter
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CTM Weekly Newsletter
This past week, CTM covered the following issues. South Africa became the latest African country to formalize a landmark Framework Agreement with China, securing zero-tariff treatment for all its exports as Beijing expands its trade network across the African continent. China's Ministry of Commerce announced the final ruling ...
http://dlvr.it/TQxNqW
1 day ago
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China Finalizes Countervailing Duties on EU Dairy
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China Finalizes Countervailing Duties on EU Dairy
On February 12, China's Ministry of Commerce announced the final ruling of the countervailing investigation on EU dairy products, substantially lowering the duty rates. ...
http://dlvr.it/TQxNpH
1 day ago
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China To Adjust Trade Measures on Canada Following High-Level Talks
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China To Adjust Trade Measures on Canada Following High-Level Talks
Amid positive momentum between Beijing and Ottawa on resolving a string of trade disputes, China's Ministry of Commerce (MOFCOM) signaled an adjustment to its anti-discrimination measures targeting Canada and an extension of the anti-dumping investigation on canola seeds, with new announcements expected in the coming weeks. ...
http://dlvr.it/TQwgZN
2 days ago
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U.S. DOJ Takes Legal Action To Enforce Divestment Order under CFIUS
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U.S. DOJ Takes Legal Action To Enforce Divestment Order under CFIUS
On Tuesday, the U.S. Department of Justice filed a lawsuit in U.S. federal court to enforce a divestment order issued by President Trump pursuant to a CFIUS finding that a foreign investment by a Chinese company endangers national security. ...
http://dlvr.it/TQwPf8
3 days ago
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EU Requests WTO Panel in Royalties for EU High-Tech Sector Dispute
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EU Requests WTO Panel in Royalties for EU High-Tech Sector Dispute
After a little more than a year, the EU is moving forward with a complaint against China on royalty rates for standard essential patents, with a request for the establishment of a panel filed with the WTO today. ...
http://dlvr.it/TQwLJR
3 days ago
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China Unleashes Massive Holiday Stimulus Ahead of Chinese New Year
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China Unleashes Massive Holiday Stimulus Ahead of Chinese New Year
Ahead of the Chinese New Year, China is rolling out an aggressive package of holiday‑season measures to boost domestic spending, combining cash subsidies, tax lottery schemes and expanded public services to anchor growth in consumer demand during the country's upcoming holiday season. ...
http://dlvr.it/TQvjZ0
3 days ago
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Chinese EV Maker's Undertaking with European Commission Promises Price Floor, Lower Import Volume, and EU Investment
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Chinese EV Maker's Undertaking with European Commission Promises Price Floor, Lower Import Volume, and EU Investment
Yesterday, the European Commission announced that it had agreed to an undertaking with Chinese EV maker Volkswagen (Anhui) Automotive Company Ltd., involving promises on import pricing and volume, as well as a commitment to invest in more production in the EU. ...
http://dlvr.it/TQvPk0
3 days ago
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BYD Files Lawsuit To Ensure IEEPA Tariff Refunds
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BYD Files Lawsuit To Ensure IEEPA Tariff Refunds
As many other companies have been doing in recent months, Chinese automaker BYDÂ filed a lawsuit in late January against the U.S. government, challenging President Trump's use of the International Emergency Economic Powers Act (IEEPA) to impose tariffs, and requesting a refund of all tariffs paid since ...
http://dlvr.it/TQt7ZB
5 days ago
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Chinese Solar Firm to Pay Record $236 Million to Settle Global Patent Disputes
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Chinese Solar Firm to Pay Record $236 Million to Settle Global Patent Disputes
Aiko Solar has reached a landmark settlement with Singapore‑based Maxeon Solar Technologies, ending a multiyear legal battle over patent infringement and invalidation. ...
http://dlvr.it/TQt1FL
5 days ago
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Appeals Court Hears Oral Argument in DJI "Chinese Military Company" Case
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Appeals Court Hears Oral Argument in DJI "Chinese Military Company" Case
Last week, a U.S. appeals court heard arguments in drone-maker DJI's appeal against a lower court ruling that found a U.S. Department of Defense designation of DJI as a "Chinese Military Company" to be permissible under a U.S. statute. ...
http://dlvr.it/TQsHlL
5 days ago
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China and South Africa Sign Framework Pact, Moving Toward Zero-Tariff Trade Deal
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China and South Africa Sign Framework Pact, Moving Toward Zero-Tariff Trade Deal
South Africa became the latest African country to formalize a landmark Framework Agreement with China, securing zero-tariff treatment for all its exports as Beijing expands its trade network across the African continent. ...
http://dlvr.it/TQs8KX
5 days ago
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China Targets Services and Supply Chain Resilience with New Foreign Investment Incentives
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China Targets Services and Supply Chain Resilience with New Foreign Investment Incentives
China has expanded the list of industries it wants foreign companies to invest in, especially in advanced manufacturing, modern services and development in the country's interior. This is manifested in the latest edition of the Catalog of Encouraged Industries for Foreign Investment. ...
http://dlvr.it/TQr39P
7 days ago
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Canadian Minister Talks Up Chinese Auto Investment in Canada
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Canadian Minister Talks Up Chinese Auto Investment in Canada
As part of Canada's new automobile strategy, Canadian Minister of Industry Mélanie Joly has offered some detailed remarks on how she sees Chinese investment in the Canadian auto sector as an important element of that strategy. ...
http://dlvr.it/TQqvSP
7 days ago
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CTM Weekly Newsletter
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CTM Weekly Newsletter
This past week, CTM covered the following issues. As part of China's efforts to increase imports, the Ministry of Commerce and the Beijing government hosted the first 2026 event of the "Big Market for All: Export to China" campaign. China finalized a new mandatory national standard ...
http://dlvr.it/TQp6cv
9 days ago
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Investment Lawsuit Initiated in Panama Port Case
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Investment Lawsuit Initiated in Panama Port Case
The controversy over the Hong Kong-based Hutchison Ports contract related to running ports on both sides of the Panama Canal has now led to an international investment lawsuit by the company against the Government of Panama. ...
http://dlvr.it/TQnJYj
9 days ago
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UK Parliamentary Committee Report Targets Economic Security; Coercion and Chinese Subsidies Raised
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UK Parliamentary Committee Report Targets Economic Security; Coercion and Chinese Subsidies Raised
The UK House of Commons Business and Trade Committee has published a report on economic security, with a recent update including a UK Government response to the Committee's earlier recommendations. Economic coercion and Chinese government subsidies are two key areas that were covered. ...
http://dlvr.it/TQnFp2
9 days ago
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China Woos Importers with New Trade Push
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China Woos Importers with New Trade Push
This week, the Ministry of Commerce and the Beijing government hosted the first 2026 event of the "Big Market for All: Export to China" campaign. This is part of China's efforts to increase imports, but the record high trade surplus last year indicates that structural barriers ...
http://dlvr.it/TQmwxP
10 days ago
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European Commission Launches New Subsidies Investigation on Wind Turbine Company
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European Commission Launches New Subsidies Investigation on Wind Turbine Company
Yesterday, the European Commission announced that it was starting a new Foreign Subsidies Regulation investigation into subsidies allegedly received by Chinese wind energy company Goldwind Science & Technology Co., Ltd. ...
http://dlvr.it/TQm0vy
11 days ago
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China Finalizes World’s First Ban on Flush EV Door Handles
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China Finalizes World’s First Ban on Flush EV Door Handles
China has finalized a new mandatory national standard that effectively bans flush or hidden electric vehicle (EV) door handles beginning in 2027, a move aimed at improving safety and post-crash rescue. The move could have a particular impact on U.S. electric vehicle producer Tesla, as well as a few ...
http://dlvr.it/TQm0vZ
11 days ago
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UK Political Leaders Debate Recent China Talks
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UK Political Leaders Debate Recent China Talks
Following his trip to China, which produced a package of economic and political agreements designed to expand UK market access, UK Prime Minister Keir Starmer returned home and presented the results to Parliament. ...
http://dlvr.it/TQkdJx
12 days ago
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China-Japan Flights Halved Amid Diplomatic Freeze and Travel Warnings
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China-Japan Flights Halved Amid Diplomatic Freeze and Travel Warnings
Passenger flights from mainland China to Japan have plunged by almost half since Beijing urged its citizens to avoid Japan last November, according to reports ...
http://dlvr.it/TQkdJq
12 days ago
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Starmer’s Beijing Visit Unlocks Whisky Tariff Cut, Launches Services Partnership
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Starmer’s Beijing Visit Unlocks Whisky Tariff Cut, Launches Services Partnership
British Prime Minister Keir Starmer's visit to China last week produced a package of economic and political agreements designed to expand UK market access in China, with a primary focus on the services sector. ...
http://dlvr.it/TQjdZN
12 days ago
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Latest U.S. Treasury Report Says China Not a Currency Manipulator, Remains on Monitoring List
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Latest U.S. Treasury Report Says China Not a Currency Manipulator, Remains on Monitoring List
Last week, the U.S. Treasury Department issued its semiannual report to Congress on "Macroeconomic and Foreign Exchange Policies of Major Trading Partners of the United States." As has been the usual practice in recent years, China was not found to be a currency manipulator, but was kept ...
http://dlvr.it/TQjNlr
13 days ago
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WTO Panel in IRA Tax Credit Dispute Finds for China
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WTO Panel in IRA Tax Credit Dispute Finds for China
On Friday, a WTO panel circulated its report on China's complaint against tax credits under the U.S. Inflation Reduction Act (IRA). The panel found violations of several WTO obligations, and rejected a U.S. defense based on public morals. ...
http://dlvr.it/TQhl8x
13 days ago
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CTM Weekly Newsletter
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CTM Weekly Newsletter
This past week, CTM covered the following issues. The Trump administration has authorized Nvidia to sell its H200 AI chips to China, with a new mechanism designed to allow the government to capture a portion of the profit from the sales, but the path forward for these exports remains precarious, ...
http://dlvr.it/TQfp9p
16 days ago
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U.S. Trade Deal with El Salvador Continues Trend of Anti-China Provisions
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U.S. Trade Deal with El Salvador Continues Trend of Anti-China Provisions
In a legal text released today for a trade agreement between the U.S. and El Salvador, the Trump administration has continued its push for trading partners to sign on to provisions that target trade with China, on the basis of rights-based, economic, and security concerns. ...
http://dlvr.it/TQf3fq
16 days ago
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China’s Export Control Enforcement Enters Intensity Phase
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China’s Export Control Enforcement Enters Intensity Phase
In 2025, China’s implementation of export controls has shifted into a phase of routinized, high‑intensity enforcement, with a specific target of strategic sectors such as rare earths, advanced materials, drones and sensitive chemicals, according to reports. ...
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16 days ago
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Investment Tribunal Rejects German Food Company's Lawsuit against China
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Investment Tribunal Rejects German Food Company's Lawsuit against China
In a recent decision, an investment tribunal found for China in a complaint brought by a German spice and food company alleging violations of the China-Germany bilateral investment treaty (BIT) based on actions of a local government. ...
http://dlvr.it/TQd1Wk
17 days ago
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China's Rare Earth Export Controls: Surge As Beijing Defers New Trade Restrictions
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China's Rare Earth Export Controls: Surge As Beijing Defers New Trade Restrictions
China's exports of rare earths and products using rare earths rose during the final two months of 2025, according to official Customs data. The year-end growth in both volume and value reflects a broader trend of increased activity after the initial dip in May. ...
http://dlvr.it/TQcXhm
18 days ago
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China’s MOFCOM Signals "Healthy" Ties Ahead of Starmer Visit
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China’s MOFCOM Signals "Healthy" Ties Ahead of Starmer Visit
China’s Ministry of Commerce (MOFCOM) hailed China–U.K. economic ties as "healthy and stable" ahead of British Prime Minister Keir Starmer’s official visit to China, scheduled for January 28–31. The trip marks the first visit by a British Prime Minister to Beijing in eight ...
http://dlvr.it/TQbqtv
18 days ago
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The Uncertain Fate of the H200: China Sales in the Crossfire
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The Uncertain Fate of the H200: China Sales in the Crossfire
The Trump administration has authorized Nvidia to sell its H200 AI chips to China, with a new mechanism designed to allow the government to capture a portion of the profit from the sales. However, the path forward for these exports remains precarious, facing regulatory challenges in both Beijing and Washington. ...
http://dlvr.it/TQbW4G
19 days ago
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Trump Administration and Canadian Politicians Spar over China Trade Deal
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Trump Administration and Canadian Politicians Spar over China Trade Deal
The recent trade deal negotiated by Canada and China, which resolved several areas of trade conflict between the two countries, has led to escalating rhetoric between the Trump administration and the Canadian political leadership. ...
http://dlvr.it/TQZN9H
20 days ago
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New EU Proposals Set to Purge Chinese Tech from ICT Supply Chains
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New EU Proposals Set to Purge Chinese Tech from ICT Supply Chains
The European Commission has unveiled an overhaul of its cybersecurity laws that grants Brussels the power to ban "high-risk" technology vendors from the market, potentially excluding Chinese firms in tech sectors. ...
http://dlvr.it/TQYnM6
20 days ago
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CTM Weekly Newsletter
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CTM Weekly Newsletter
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http://dlvr.it/TQWpSh
23 days ago
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At WTO Committee Meeting, U.S. Requests More Info on China's "Set Technology Equipment Programme"
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At WTO Committee Meeting, U.S. Requests More Info on China's "Set Technology Equipment Programme"
At the meeting of the WTO Committee on Subsidies and Countervailing Measures on October 28, 2025, for which the minutes were recently circulated, the U.S. pressed China on more details of subsidies provided as part of its "First Set Technology Equipment Programme." ...
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24 days ago
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China’s He Lifeng Blames Trade “Securitization” for Trade Imbalances
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China’s He Lifeng Blames Trade “Securitization” for Trade Imbalances
Speaking at the World Economic Forum this week, Chinese Vice Premier He Lifeng said that Beijing "wants to buy, but others are unwilling to sell," blaming the growing "securitization" of trade for its trade imbalances. He vowed Beijing would keep its markets open and help close ...
http://dlvr.it/TQTkMN
24 days ago
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EU Anti-Dumping Decision Invokes "Economic Security" for First Time
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EU Anti-Dumping Decision Invokes "Economic Security" for First Time
In a recent anti-dumping determination, the European Commission has, for the first time, invoked the concept of "economic security" as part of its reasoning in a case. ...
http://dlvr.it/TQTkLs
24 days ago
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China’s New Beef Quotas Set to Hit Brazil Hardest
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China’s New Beef Quotas Set to Hit Brazil Hardest
Earlier this month, China announced new safeguard measures on beef imports, establishing strict tariff-rate-quotas for major trading partners. The impact of the new quotas varies significantly by country, with Brazil taking the largest hit. ...
http://dlvr.it/TQTcMt
25 days ago
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China Overtakes Russia as Central Asia’s Top Trading Partner with Record $100B Last Year
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China Overtakes Russia as Central Asia’s Top Trading Partner with Record $100B Last Year
China has fundamentally reshaped the geopolitical and economic landscape of Eurasia, officially overtaking Russia to become the largest trading partner of the five Central Asian nations, according to China's Ministry of Commerce. ...
http://dlvr.it/TQSmFN
25 days ago
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Brazil Requests Safeguards Consultations on Chinese Beef Restrictions
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Brazil Requests Safeguards Consultations on Chinese Beef Restrictions
Brazil is the latest WTO Member to request consultations under the Safeguards Agreement related to China's beef safeguards measures, following earlier requests from Australia and the U.S. ...
http://dlvr.it/TQSFjW
26 days ago
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China Requests WTO Panel in Automotive and Renewable Energy Dispute with India
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China Requests WTO Panel in Automotive and Renewable Energy Dispute with India
China has followed up on its first ever WTO request for consultations with India by filing a panel request related to India's measures to promote the automotive and renewable energy sectors. ...
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26 days ago
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Canada-China Trade Deal Resolves Some Trade Irritants, Raises Many Questions
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Canada-China Trade Deal Resolves Some Trade Irritants, Raises Many Questions
During a visit to China by Canadian Prime Minister Mark Carney, Canada and China were able to work through some of their trade conflicts and reach an apparent truce. However, the Canada-China trade relationship still faces hurdles and long-term uncertainty, due in part to Canada's need to maintain ...
http://dlvr.it/TQRGNb
27 days ago
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MOFCOM Defends Japan-Targeted Export Curbs, Citing "Remilitarization" and Security Threats
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MOFCOM Defends Japan-Targeted Export Curbs, Citing "Remilitarization" and Security Threats
At a press conference last week, the spokesperson for China's Ministry of Commerce (MOFCOM) defended the Ministry's targeted export controls against Japan, characterizing them as "justified, reasonable, and legal" responses to Japan's alleged "threat of force against China" and " ...
http://dlvr.it/TQRCQF
27 days ago
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Trump Floats Chinese Auto Investment in U.S., Administration Officials Push Back
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Trump Floats Chinese Auto Investment in U.S., Administration Officials Push Back
President Trump has once again raised the possibility of Chinese investment in the U.S. auto sector, but the responses of administration officials who were asked about the idea made it clear that such a development is unlikely. ...
http://dlvr.it/TQQK01
28 days ago
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U.S.-Taiwan Deal Focuses on Semiconductor Investment and Tariff Relief
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U.S.-Taiwan Deal Focuses on Semiconductor Investment and Tariff Relief
Last week, the U.S. Commerce Department announced a deal with Taiwan related to trade and investment, giving Taiwan partial relief from the U.S. "reciprocal" and other tariffs in exchange for Taiwanese investment commitments in the U.S. semiconductor industry. ...
http://dlvr.it/TQQJzC
28 days ago
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CTM Weekly Newsletter
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CTM Weekly Newsletter
This past week, CTM covered the following issues. Starting in China, the Standing Committee of the National People's Congress passed significant amendments to China’s Foreign Trade Law, set to enter into force on March 1, 2026, signaling a shift toward active legal deterrence and expanding China’s ...
http://dlvr.it/TQNdfq
30 days ago
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Carney Visit To China Yields Apparent Resolution of Several Trade Disputes
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Carney Visit To China Yields Apparent Resolution of Several Trade Disputes
Canadian Prime Minister Mark Carney's visit to China has led to the announcement of resolutions to several high-profile trade disputes between the two countries. ...
http://dlvr.it/TQNdct
30 days ago
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New U.S. Semiconductor Tariffs Tied To Export Authorizations
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New U.S. Semiconductor Tariffs Tied To Export Authorizations
In parallel moves this week, the Trump administration established rules for the authorization of the export sale of certain advanced chips to China, and also set a tariff that serves as an indirect way to collect revenue on those sales. ...
http://dlvr.it/TQMzmr
about 1 month ago
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China Concludes Expiry Reviews into Duties on Polysilicon
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China Concludes Expiry Reviews into Duties on Polysilicon
This week, China's Ministry of Commerce (MOFCOM) concluded its expiry review into trade remedy measures on solar-grade polysilicon from the United States and South Korea, extending tariffs first imposed over a decade ago. ...
http://dlvr.it/TQMXpk
about 1 month ago
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CFIUS Hearing Touches on Chinese Investment Concerns
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CFIUS Hearing Touches on Chinese Investment Concerns
At a hearing today of the U.S. House Committee on Financial Services, entitled "Evaluating the Operations of the Committee on Foreign Investment in the United States (CFIUS)," Chris Pilkerton, Assistant Secretary for Investment Security at the U.S. Department of the Treasury responded to questions and comments ...
http://dlvr.it/TQLz3V
about 1 month ago
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