在伊朗战争引发的能源冲击威胁东南亚供应链之际，美国和欧洲进口商正将部分订单转向中国。中国出口商在广州广交会上观察到买家数量恢复。
广州中国进出口商品交易会（广交会）展会上，美国和欧洲买家的数量已从去年水平恢复，据中国出口商观察。他们对家用电器、新能源产品和消费电子产品的询盘增多。
智信电子公司海外市场总监梁秋燕表示，这种买家转变显而易见。“从前来广交会的客户来看，我们清楚感受到欧洲和美国客户的回归”，她说，并补充一些客户正在加强对中国供应链的依赖，今年“可能有更多订单”。
该公司是一家按摩椅出口商，预计2026年收入增长30%至40%，主要由欧洲和美国市场驱动。她表示，华盛顿对中国的现有关税影响有限。
尽管如此，并非所有人都乐观，美国和欧洲进口商的部分订单转向中国，但东南亚供应链仍面临伊朗战争能源冲击的威胁。
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China's foreign trade reached 11.84 trillion yuan ($1.63 trillion) in the first quarter of 2026, up 15% year on year, the fastest quarterly growth in nearly five years, officials from the General Administration of Customs announced on Tuesday. Exports totaled 6.85 trillion yuan, up 11.9%, while imports rose 19.6% to 4.99 trillion yuan. The figure marks the first time first-quarter trade has exceeded 11 trillion yuan.
The 139th Canton Fair opened in Guangzhou on April 15, setting records despite Middle East tensions disrupting travel. It features over 32,000 companies, 75,700 booths and a 1.55 million square metre area. Exporters voice concerns over geopolitical risks affecting Europe and emerging markets.
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US importers have cut orders from Hong Kong firms and shifted to short-term contracts amid a global oil crisis triggered by war in the Middle East. Business leaders warn of eroding profit margins and strained liquidity, urging the government to bolster ties with Central Asia and Asean nations to diversify market risks. Executive Council member Jeffrey Lam Kin-fung said the situation will impact SMEs' cash flow.
China's trade performance exceeded expectations at the beginning of 2026, with exports rising sharply. The growth rate reached 21.8% year-on-year for January and February, compared to 5.5% in the previous year. This surge was propelled by key sectors amid global demand.
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Logistics giant DHL expects revenues to soar by 2030, driven largely by Chinese companies' global ambitions, even amid disruptions from the US-Israel war on Iran and unpredictable tariffs. Oscar de Bok, CEO of its global forwarding and freight business, highlighted China's crucial supply chain role in a Shanghai interview.
Amid rising oil prices and risk-off sentiment from the Middle East war, analysts recommend sectors where firms have pricing power. Chinese companies in energy, petrochemicals, and agriculture stand to benefit from surging oil prices and easing deflation.
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Li Yanqing, executive vice-president and secretary-general of the China Association of the National Shipbuilding Industry, stated in an interview that the US attempt to revive its shipbuilding sector overnight through investment alone is unrealistic, calling US port fees 'absurd' and politically motivated. China's market lead in shipbuilding remains solid despite global fluctuations.