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India’s exports to China reached $19.47 billion in FY2025–26, up 36.62% year on year, according to India’s embassy in Beijing. Imports from China stood at $131.63 billion, underscoring the scale of the trade imbalance.
A Global Times commentary argues that India could expand exports by supplying more of the raw materials, components and intermediate goods used by Chinese manufacturers. It also advocates closer industrial integration, with Chinese inputs supporting Indian manufacturing competitiveness. These are the article’s recommendations, rather than announced policy changes.
The bigger signal: export growth depends on finding a place in production networks.
For Indian manufacturers, the strategic question is where their products meet a recurring industrial requirement. Becoming a dependable supplier involves matching specifications, qualifying products and sustaining delivery performance across repeat orders.
Why it matters
The operating implication is to assess opportunities at the product and buyer level. Addressable demand, market-access requirements, margins and payment terms will determine whether stronger trade translates into sustainable business.
The export momentum creates a reason to investigate. Building commercially durable supply-chain relationships will require evidence of competitiveness in each target segment.
