General Administration of Customs: China's exports of electric vehicles increased by 19% and industrial robots increased by 55.4% in the first five months of 2025. According to data from the General Administration of Customs, China's exports of equipment manufacturing products reached 6.22 trillion yuan in the first five months of this year (a year-on-year increase of 9.2%, accounting for 58.3% of the total export value), with exports of electric vehicles, construction machinery, ships, and industrial robots increasing by 19%, 10.7%, 18.9%, and 55.4%, respectively. The equipment manufacturing industry contributed 73% to the overall export growth in the first five months, with a single month contribution rate of 76.9% in May, becoming a key force supporting stable growth in foreign trade. According to port officials, the import volume of Los Angeles Port, the busiest port in the United States, decreased by 9% year-on-year in May and may remain sluggish for the rest of 2025, as businesses cancel or postpone shipments due to Trump tariffs. May was our lowest monthly throughput in over two years, "said Gene Seroka, Executive Director of the Port of Los Angeles. CMA CGM will launch a new Far East East Africa service called Kilima Express, aimed at strengthening trade ties between China and East Africa. It is understood that the service will deploy 8 vessels with capacities ranging from 3500 to 5000 TEUs, providing direct and effective connections between the manufacturing centers of Asia and major ports in East Africa.

Large company dynamics: European car companies seek alternative sources due to China's rare earth regulations. China's rare earth export regulations have intensified supply shortages, and European car companies are negotiating with Western magnet and rare earth companies to seek alternative sources of key materials. Rare earths are used for electric vehicle motors, permanent magnets, and automotive components. China tightened its export policies in April due to the US European tariff war. Mercedes Benz and other companies are accelerating their layout of alternative supply chains, while Rainbow Rare Earths in the UK plans to start production of the material at a mine in South Africa in 2027. Cainiao expects its overseas sales growth rate of logistics technology to exceed that of the domestic market for the whole year. Bi Jianghua, Vice President and General Manager of Cainiao Logistics Technology Business Unit, revealed that the number of Cainiao Logistics Technology's global major customers has increased by more than 60% year-on-year in the past year. Currently, Cainiao is accelerating its overseas layout of logistics technology, and it is expected that the overseas business sales growth rate for the whole year will exceed that of the domestic market. TikTok expands its e-commerce business in Japan as early as the end of June. Its characteristic is live streaming sales, where products are introduced through live streaming and viewers can directly purchase them. In Japan, TikTok users watch for 44 minutes per day and have strong customer acquisition capabilities. Focusing on the new e-commerce economic circle, companies such as Bo Bao Tang have started to support opening stores one after another. The new feature to be launched in Japan is the "TikTok Shop" for live streaming sales. The operating company ByteDance has carried out business in the United States, Southeast Asia and other places.