A 20-year marathon for Chinese exports to the US, back to the starting line overnight.
Goldman Sachs warned last year that China’s share of U.S. imports could fall to 7.5% by 2025.
Now it’s 2026—and reality has confirmed it.
7.5% is where China was in 2001, the year it joined
时政
(
twitter.com
)
A 20-year marathon for Chinese exports to the US, back to the starting line overnight.
Goldman Sachs warned last year that China’s share of U.S. imports could fall to 7.5% by 2025.
Now it’s 2026—and reality has confirmed it.
7.5% is where China was in 2001, the year it joined the WTO.
That means two decades of export dominance in the biggest and most profitable consumer market in the world—built factory by factory, port by port—have effectively been erased.
At the peak in 2017, China supplied over 21% of U.S. imports.
“Made in China” was everywhere: Walmart, Target, Amazon.
Then the world changed.
The U.S. pushed reshoring and friend-shoring.
Orders moved to Mexico, Vietnam, India.
Mexico is now America’s #1 import source for the first time in 100 years.
China's exports to the U.S. fell 17% in 2025.
Factories are idle. Jobs are disappearing.
Trust—the real currency of trade—is eroding.
De-China-ization is no longer a theory.
It’s happening.
点击图片查看原图
