China Sept aluminium extrusion imports rise 19% M-o-M, exports hit 92,678 tonnes

Imports

According to data released by the General Administration of Customs of the People's Republic of China (GACC), China's aluminium extrusion imports in September totalled 1,788.26 tonnes, up 19.02 per cent month-on-month (M-o-M) but down 11.20 per cent year-on-year (Y-o-Y).

In terms of import sources, China's aluminium extrusion imports in September continued to be mainly sourced from Taiwan, the United States, Japan, and South Korea. Taiwan ranked first with 463.11 tonnes, accounting for 25.90 per cent of total imports, a decrease of 12.97 per cent M-o-M. The United States followed in second place with 429.22 tonnes, accounting for 24 per cent of total imports, up 54.59 per cent M-o-M. Japan ranked third with 235.01 tonnes, accounting for 13.14 per cent of total imports, up 34.52 per cent M-o-M.

Although Taiwan maintained the top position, its M-o-M decline may have been affected by delivery delays and slower order pacing. The notable M-o-M increases from the United States and Japan indicate strong domestic rigid demand for high-precision, automotive-grade, and electronic equipment aluminium extrusions, with overall imports characterised by "small volume but high-end structure". The 11.20 per cent Y-o-Y decline also suggests that against the backdrop of a weak real estate sector and insufficient demand for traditional building extrusions, the growth in high-end imports has not been enough to reverse the overall contraction trend in imports.

Exports

According to data released by the General Administration of Customs of the People's Republic of China (GACC), China's aluminium extrusion exports in September totalled 92,678.12 tonnes, up 0.20 per cent M-o-M and 26.52 per cent Y-o-Y.

In terms of provincial export volumes, China's aluminium extrusion exports in September were mainly from Guangdong, Shandong, Fujian, and Jiangsu. Guangdong Province exported 42,555.29 tonnes, accounting for 45.92 per cent of total exports, up 0.40 per cent M-o-M. Shandong followed with 12,520.11 tonnes, accounting for 13.51 per cent of total exports, down 2.80 per cent M-o-M. Fujian exported 6,957.83 tonnes (7.51 per cent share), while Jiangsu exported 5,270.11 tonnes (5.69 per cent share), up 32.96 per cent M-o-M.

Guangdong alone accounted for nearly 46 per cent of exports, indicating that China's aluminium extrusion exports are highly dependent on the Pearl River Delta industrial cluster. Jiangsu's 32.96 per cent M-o-M surge is particularly noteworthy; this may be related to increased orders for industrial extrusions, rail transit, and new energy equipment, also signalling the growing export competitiveness of the East China region.

 In terms of export destinations, China's aluminium extrusions in September were mainly exported to Malaysia, Vietnam, Israel, and Australia. The largest export market was Malaysia with 7,277.68 tonnes (7.85 per cent share), down 8.39 per cent M-o-M. Vietnam followed with 7,180.58 tonnes (7.75 per cent share), up 7.94 per cent M-o-M. Israel ranked third with 5,637.59 tonnes (6.08 per cent share), down 10.73 per cent M-o-M. Exports to Australia totalled 4,793.56 tonnes (5.17 per cent share), up 27.05 per cent M-o-M.

Malaysia and Vietnam ranked as the top two destinations, reflecting continued demand from Southeast Asian infrastructure, factories, photovoltaic projects, and transit demand substituting for European and American orders. Australia's 27.05 per cent M-o-M growth, achieved despite long-standing anti-dumping and countervailing (AD/CVD) duties, demonstrates that Chinese extrusions have maintained resilience through pricing, delivery times, and customer diversification. However, they will continue to face constraints from AD/CVD duty rates going forward.

Note: This news is published under a content and exchange agreement with Mysteel