Kommersant RU

Китай и Россия с начала года увеличили товарооборот на 12%

Объем товарооборота между Китаем и Россией в январе—феврале увеличился к аналогичному периоду прошлого года на 12%, до $39,04 млрд, следует из отчета Главного таможенного управления КНР (General Administration of Customs, GACC). По данным ведомства, объем китайского экспорта в РФ за два отчетный период увеличился на 22,7%, до $18,29 млрд.

Mar 10, 2026 &03431010202631; 04:43 UTC www.kommersant.ru

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Positive for markets

Sentiment score: +65/100

Moderate impact Short-term (days)

WHAT THIS MEANS

China-Russia bilateral trade increased 12% year-over-year in January-February 2024 to $39.04 billion, with Chinese exports to Russia surging 22.7% to $18.29 billion. This strengthening trade relationship reflects deepening economic ties between the two nations amid geopolitical tensions.

AI CONFIDENCE

75% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

↓

Euro / US Dollar

EURUSDCurrency

Expected to decline

Strengthening China-Russia trade reduces Western economic influence and may weaken EUR relative to alternative currencies

↑

Oil (WTI Crude)

CL=FCommodity

Expected to rise

Increased trade volume typically correlates with higher energy demand; Russia is major oil exporter to China

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Euro Stoxx 50

^STOXX50EIndex

Expected to decline

European indices may face headwinds from reduced trade opportunities with Russia and China's economic reorientation

PRICE HISTORY

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⚡ SUGGESTED ACTION

Monitor energy commodity prices (CL=F, GC=F) for upside momentum and consider reducing exposure to European indices. Watch for further trade data releases that may indicate sustained momentum in Asia-centric supply chains.

KEY SIGNALS

China-Russia trade growth accelerating despite Western sanctionsChinese exports to Russia outpacing overall trade growth (22.7% vs 12%)Strategic economic decoupling from Western markets continuingEnergy and commodity flows strengthening between Asian powers

SECTORS INVOLVED

EnergyCommoditiesInternational TradeLogistics

Analysis generated on Mar 10, 2026 at 05:39 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Kommersant. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Китай и Россия с начала года увеличили товарооборот на 12%

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