China-US trade grows for five straight months; A-share export index surges 3.4% in a week
China-US bilateral trade grew for five consecutive months through August 2025, reaching 2.76 trillion yuan, up 1.3% year-on-year. The A-share overseas trade index surged 3.4% from September 14-21, outperforming the Shanghai Composite Index. Customs data showed August exports to the US hit 288.61 billion yuan, the second-highest in 19 months. Among 70 A-share companies with overseas revenue above 60% for five years, 10 with year-to-date declines are forecast by analysts to have net profit growth exceeding 25% in 2026-2027.
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China-US Trade Grows for 5 Straight Months; 70 Firms See Overseas Revenue Over 60% for 5 Years
On September 18, the A-share export trade index surged nearly 2% in a single day, and continued to rise over 1% on September 21, accumulating a 3.4% gain from September 14 to 21, significantly outperforming the Shanghai Composite Index. China-US trade remains stable, with the General Administration of Customs reporting that China's imports and exports to the US have grown for five consecutive months. From January to August this year, the cumulative trade volume reached 2.76 trillion yuan, a year-on-year increase of 1.3%. From 2020 to 2025, China's annual exports to the US have consistently exceeded 3 trillion yuan, accounting for over 11% of China's total exports. The corresponding A-share companies are mainly in textiles, light manufacturing, medical consumables, and general equipment. According to data from Securities Times, 70 companies in these industries have had overseas revenue accounting for over 60% of total revenue for five consecutive years from 2021 to 2025. Among these 70 companies, only 10 have seen a stock price decline of at least 5% this year and are forecast by institutions to have net profit growth exceeding 25% in 2026 and 2027, mainly in home furnishings, entertainment supplies, and general equipment sectors.
Read sourceChina-US Trade Stabilizes; 70 Firms See Overseas Revenue Over 60% for 5 Years
According to a Securities Times report on September 21, 2025, China's A-share overseas trade index surged nearly 2% on September 18 and continued rising, gaining 3.4% over the past week, significantly outperforming the Shanghai Composite Index. China Customs data shows China-US imports and exports have grown for five consecutive months, with total trade reaching 2.76 trillion yuan in the first eight months of 2025, up 1.3% year-on-year. From 2020 to 2025, China's annual exports to the US exceeded 3 trillion yuan, accounting for over 11% of total exports. In August 2025, exports to the US hit 288.61 billion yuan, the second-highest in 19 months. Key export categories include machinery, electronics, textiles, plastics, vehicles, and food. Data from Data Bao shows 70 A-share companies maintained overseas revenue ratios above 60% from 2021 to 2025, with top firms like Huali Group (over 240 billion yuan in overseas revenue) and Henglin股份. Sixteen of these firms saw year-to-date gains exceeding 10% as of September 21, including Wuzhou Medical (over 175%) and Aili Home (over 133%). Ten companies with year-to-date declines of at least 5% are forecast by analysts to have net profit growth exceeding 25% in 2026 and 2027, including Mengbaihe (forecast 1030% net profit growth in 2026) and Haers (forecast nearly 200% growth), according to Guojin Securities and Xinda Securities respectively.
China-US Trade Stabilizes; 70 Firms See Overseas Revenue Over 60% for 5 Years
According to a Securities Times report on September 21, 2025, China's A-share export trade index rose 3.4% last week, significantly outperforming the Shanghai Composite Index. China's General Administration of Customs data shows China-US imports and exports have grown for five consecutive months, with total trade reaching 2.76 trillion yuan in the first eight months of 2025, up 1.3% year-on-year. From 2020 to 2025, annual Chinese exports to the US have remained above 3 trillion yuan, accounting for over 11% of total exports. In August 2025, exports to the US hit 288.61 billion yuan, the second-highest in 19 months. Key export categories include electromechanical equipment, textiles, plastics, vehicles, and food. The report identifies 70 A-share companies in sectors like textiles, light manufacturing, and medical supplies that have maintained overseas revenue ratios above 60% for five consecutive years. Notable firms include Huali Group (over 240 billion yuan overseas revenue), Huaci Co. (5 consecutive daily limit-ups), and Wuzhou Medical (up 175% year-to-date). Analysts from Guojin Securities and Cinda Securities forecast strong profit growth for companies like Morny Home (nearly 1030% net profit growth expected in 2026) and Haers (nearly 200% expected), citing stable client relationships and overseas expansion.
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China-US Trade Grows for 5 Straight Months; 70 Firms Have Over 60% Overseas Revenue for 5 Years
According to a report by People's Financial Information on September 22, the A-share overseas trade index surged nearly 2% on September 18 and continued rising over 1% on September 21, accumulating a 3.4% gain from September 14 to 21, significantly outperforming the Shanghai Composite Index. China-US trade has stabilized, with customs data showing five consecutive months of growth. From January to August 2025, bilateral trade reached 2.76 trillion yuan, up 1.3% year-on-year. From 2020 to 2025, China's annual exports to the US have consistently exceeded 3 trillion yuan, accounting for over 11% of total Chinese exports. Related A-share companies are mainly in textiles, light manufacturing, medical consumables, and general equipment. Data from Securities Times shows that 70 companies in these sectors have maintained overseas revenue ratios above 60% for five consecutive years (2021-2025). Among them, only 10 companies, primarily in home furnishings, entertainment supplies, and general equipment, have fallen at least 5% this year and are forecast by analysts to have net profit growth exceeding 25% in both 2026 and 2027.
Read sourceChina Overseas Trade Index Surges; 70 Firms Maintain High Overseas Revenue, 10 Show Growth Potential
The A-share Overseas Trade Index rose nearly 2% on September 18, outperforming the Shanghai Composite Index. China's imports and exports with the U.S. have grown for five consecutive months, with cumulative value reaching RMB 2.76 trillion from January to August, a 1.3% year-on-year increase. Exports to the U.S. in August hit RMB 288.61 billion, the second-highest monthly figure in 19 months. Key export categories include electromechanical equipment, textiles, plastics, vehicles, footwear, and food. According to Securities Times Data Treasure, 70 A-share companies maintained overseas revenue shares above 60% from 2021 to 2025. Huali Group led with overseas revenues exceeding RMB 24 billion in 2025. Among these, ten companies experienced year-to-date declines of at least 5% but have consensus institutional forecasts for net profit growth exceeding 25% in both 2026 and 2027. Mengbaihe is forecast by institutions to achieve nearly 1,030% net profit growth in 2026. Sinolink Securities noted Mengbaihe's well-established overseas supply chain. Cinda Securities stated that Haers shows steady growth with improving profitability margins.
Read sourceA-Share Overseas Trade Index Surges; Ten High-Potential Firms Identified
The A-share Overseas Trade Index rose nearly 2% on September 18, outperforming the Shanghai Composite Index for the week. Data from China's General Administration of Customs shows China-U.S. bilateral trade grew for five consecutive months, reaching RMB 2.76 trillion in the first eight months of the year. Exports to the U.S. in August hit RMB 288.61 billion, the second-highest monthly figure in 19 months. Key export categories include electromechanical equipment, textiles, and plastics. Among A-share companies, 70 maintained an overseas revenue share above 60% from 2021 to 2025. Huali Group, Great Star Technology, and Henglin Co., Ltd. lead in absolute overseas revenue. Ten companies with year-to-date declines of at least 5% but consensus institutional forecasts for net profit growth exceeding 25% in both 2026 and 2027 were identified as high-potential. These include Mengbaihe, Haers, and Zhejiang Zhengte. Sinolink Securities noted Mengbaihe's well-established overseas supply chain, while Cinda Securities stated Haers shows steady growth with improving profitability.
Overseas Trade Index Surges; 10 Stagnant Stocks Show Growth Potential, Analysts Say
According to a Securities Times Data Treasure analysis, the A-share overseas trade index rose nearly 2% on September 18, outperforming the Shanghai Composite Index. China's General Administration of Customs data shows US-bound exports reached 2.07 trillion yuan in the first eight months of the year, with August exports hitting a 19-month high. Among 70 A-share companies maintaining overseas revenue above 60% from 2021 to 2025, only 10 have seen year-to-date stock price declines of at least 5% while consensus institutional forecasts predict net profit growth exceeding 25% for both 2026 and 2027. These firms are concentrated in household products, cultural and entertainment supplies, and general equipment sectors. Leading forecasted growth companies include Mengbaihe, with institutions projecting nearly 1,030% net profit growth in 2026, and Haers, with forecasted 2026 growth approaching 200%. All ten identified companies have recorded year-to-date declines exceeding 10%, with Songlin Technology, Chuangyuan Shares, and Qisheng Technology dropping over 20%.
Read sourceOverseas Trade Index Surges; 10 High-Potential Exporters Identified Amid Stagnant Growth
The A-share overseas trade index rose nearly 2% on September 18 and gained 2.23% for the week, outperforming the Shanghai Composite Index. China's exports to the US have grown for five consecutive months, with August exports reaching 288.61 billion yuan, the second-highest monthly figure in 19 months. Among 70 A-share companies with over 60% overseas revenue from 2021-2025, only 10 showed year-to-date declines of at least 5% while having institutional consensus forecasts for net profit growth exceeding 25% in both 2026 and 2027. These include Mengbaihe, forecast by institutions to achieve nearly 1,030% net profit growth in 2026, and Haers, with forecast 2026 net profit growth approaching 200%. All 10 companies have declined over 10% year-to-date. The analysis is based on Securities Times Data Treasure statistics and institutional forecasts from Guojin Securities and Cinda Securities.
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