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SMM December 24 News： According to data from the General Administration of Customs, China's copper foil imports (HS codes: 74101100, 74102190) in November 2025 reached 6,653.52 mt, up 11.77% YoY and up 9.23% MoM. From January to November 2025, China's cumulative copper foil imports totaled 72,742.04 mt, up 3.36% YoY. In November 2025, China's copper foil import value was $126.3129 million, up 21.77% YoY and up 7.64% MoM. From January to November 2025, the cumulative import value of copper foil was $1,308.999 million, up 8.64% YoY. China's copper foil exports in November 2025 were 5,994.15 mt, up 14.11% YoY and up 11.47% MoM. From January to November 2025, cumulative copper foil exports reached 49,222.34 mt, up 17.75% YoY. In November 2025, China's copper foil export value was $80.772 million, up 22.47% YoY and up 15.80% MoM. From January to November 2025, the cumulative export value was $639.7388 million, up 25.09% YoY. In November 2025, China's copper foil trade deficit was approximately $45.54 million, down about $2.05 million MoM from $47.59 million in October. By trade mode, China's copper foil imports in November 2025 via Ordinary Trade were 4,709.60 mt; Processing Trade with Supplied Materials, 216 mt; Processing with Imported Materials, 916.17 mt; and other trade modes, 811.74 mt. China's copper foil exports in November 2025 via Ordinary Trade were 1,249.88 mt; Processing Trade with Supplied Materials, 1,417.69 mt; Processing with Imported Materials, 2,952.74 mt; and other trade modes, 373.84 mt. By country/region, the main sources for China's copper foil imports in November 2025 were Taiwan, China (4,265.25 mt), Malaysia (803.74 mt), and Japan (422.31 mt). The main destinations for China's copper foil exports in November 2025 were Thailand (1,520.97 mt), Egypt (932.94 mt), and South Korea (839.17 mt). China's imports of copper clad laminates (HS code: 74102110) reached 3,740.28 mt in November 2025, down 8.78% YoY but up 37.61% MoM. Cumulative imports from January to November 2025 totaled 36,792.82 mt, a decrease of 0.16% YoY. Exports of copper clad laminates from China amounted to 7,946.85 mt in November 2025, down 28.03% YoY but up 4.49% MoM. Cumulative exports from January to November 2025 reached 82,999.15 mt, down 7.95% YoY. During the year, copper foil achieved growth in both imports and exports YoY, with exports showing significant expansion, narrowing the trade deficit. Meanwhile, the optimized import structure reflected a trend of gradual substitution of imported high-end copper foil by domestic capacity. In contrast, the CCL industry is undergoing a painful transition, as weak demand from traditional consumer electronics led to a decline in exports, while rapidly emerging high-end demand from areas such as AI is set to shape future industry transformation.

According to data from the General Administration of Customs, China's exports of copper enamelled wire reached 12,806 mt in August 2025, up 25.82% YoY and up 2.09% MoM. From January to August, total exports amounted to 94,935.7 mt, up 25.41% YoY cumulatively. (HS code 85441100) According to customs data, China's copper enamelled wire exports in August showed growth both YoY and MoM. Specifically, in August 2025, China's copper enamelled wire exports reached 148 countries and regions, demonstrating a diversified trade performance. Affected by relevant factors, exports to some countries and regions changed significantly. Among them, exports to India surged from 96 mt to 661 mt, up 587.3% YoY; exports to Turkey increased from 231 mt to 740 mt, up 219.7% YoY. In contrast, exports to Thailand, the Philippines, and Indonesia all declined to varying degrees.

SMM May 23 NEWs: According to data from the General Administration of Customs, China's copper foil imports in April 2025 were approximately 8,117.83 mt, up 9.68% YoY and down 3.90% MoM. From January to April 2025, China's cumulative copper foil imports were approximately 30,383.57 mt, up 3.45% YoY. In April 2025, China's copper foil import value was US$142.6859 million, up 15.46% YoY and down 1.10% MoM. From January to April 2025, China's cumulative copper foil import value was US$534.7996 million, up 9.39% YoY. In April 2025, China's copper foil exports were approximately 4,250.75 mt, up 2.90% YoY and down 13.01% MoM. From January to April 2025, China's cumulative copper foil exports were approximately 16,365.51 mt, up 1.70% YoY. In April 2025, China's copper foil export value was US$54.6857 million, up 12.61% YoY and down 12.48% MoM. From January to April 2025, China's cumulative copper foil export value was US$207.0548 million, up 11.36% YoY. In April 2025, China's trade deficit in copper foil imports and exports was approximately US$88 million, an increase of approximately US$6.21 million MoM from US$81.79 million in March. By country, the main importing countries and regions for China's copper foil (excluding copper alloy foil) in April 2025 were Taiwan, China, Malaysia, and Luxembourg, with import volumes of 4,348.16 mt, 682.66 mt, and 602.29 mt, respectively. The main exporting countries and regions for China's copper foil (excluding copper alloy foil) in April 2025 were Thailand, Malaysia, and South Korea, with export volumes of 614.75 mt, 520.38 mt, and 496.97 mt, respectively. In April 2025, copper foil import volumes declined slightly MoM, while cumulative YoY growth was slight from January to April. From the perspective of domestic market demand, downstream orders in 2025 remained relatively stable and significantly better than the same period last year. The lack of significant growth in copper foil imports also reflects the gradual improvement in the independent R&D capabilities of China's copper foil enterprises for high-end products. In terms of exports, copper foil export volumes declined MoM in April. However, due to the uncertainty surrounding US tariff policies, the exemption period spurred a rush in exports of downstream electronic products, keeping overall export volumes at a high level.

SMM May 23rd News:     According to data from the General Administration of Customs, China's copper foil imports in April 2025 were approximately 8,117.83 mt, up 9.68% YoY and down 3.90% MoM. The cumulative copper foil imports in China from January to April 2025 were approximately 30,383.57 mt, up 3.45% YoY.     In April 2025, China's copper foil import value was $142.6859 million, up 15.46% YoY and down 1.10% MoM. The cumulative copper foil import value in China from January to April 2025 was $534.7996 million, up 9.39% YoY.     In April 2025, China's copper foil exports were approximately 4,250.75 mt, up 2.90% YoY and down 13.01% MoM. The cumulative copper foil exports in China from January to April 2025 were approximately 16,365.51 mt, up 1.70% YoY.     In April 2025, China's copper foil export value was $54.6857 million, up 12.61% YoY and down 12.48% MoM. The cumulative copper foil export value in China from January to April 2025 was $207.0548 million, up 11.36% YoY.     In April 2025, China's copper foil trade deficit was approximately $88 million, an increase of approximately $6.21 million MoM from $81.79 million in March.     By country, the main importing countries and regions of China's copper foil (excluding copper alloy foil) in April 2025 were Taiwan, China, Malaysia, and Luxembourg, with import volumes of 4,348.16 mt, 682.66 mt, and 602.29 mt, respectively.     In April 2025, the main exporting countries and regions of China's copper foil (excluding copper alloy foil) were Thailand, Malaysia, and South Korea, with export volumes of 614.75 mt, 520.38 mt, and 496.97 mt, respectively.     Copper foil imports in April 2025 declined slightly MoM, while cumulative imports from January to April increased slightly YoY. From the perspective of domestic market demand, downstream orders in 2025 have been relatively stable and significantly better than the same period last year. The lack of significant growth in copper foil imports also reflects the gradual improvement in the independent R&D capabilities of China's copper foil enterprises for high-end products. In terms of exports, copper foil exports declined MoM in April. However, due to the uncertainty surrounding US tariff policies, the exemption period spurred a rush in exports of downstream electronic products, keeping overall export volumes at a high level. 》Subscribe to view SMM metal spot historical prices 》Click to view SMM copper industry chain database

Customs Data: China's Lithium Hydroxide Exports Reach 10,824 Tons in April, a Month-on-Month Decline of 16% According to customs data, China's lithium hydroxide exports reached 10,824 tons in April, marking a 16% decrease compared to the previous month, but a 7% increase year-on-year. Exports to South Korea and Japan amounted to 7,331 tons and 2,948 tons respectively, accounting for 68% and 27% of China's total exports for the month. These figures represent month-on-month declines of 21% and 7%, but year-on-year growth of 1% and 14%, respectively.