Regions in China experiencing significant impact from American tariffs
In a recent study, CIB Research, a research institute affiliated with the Fujian-based Industrial Bank, has shed light on the regions of China that are most vulnerable to US tariffs. The study focuses on six coastal regions: Guangdong, Zhejiang, Jiangsu, Shanghai, Shandong, and Fujian. These regions, China's primary export hubs on the eastern coastline, accounted for nearly 80% of China's exports to the US in value terms during the first seven months of 2025.
The study reveals a wide divergence between these regions in terms of their exposure to the US market. These six coastal regions are the regions that are most vulnerable to changes in the US-China trade relationship, given their high export quota to the USA.
The trade war with the US has had varying effects on different regions of China. While the exact percentage increase in impact for the regions most affected by US tariffs is not specified, the study states that it could be as much as 265%. However, the article does not delve into specific details about how local governments and companies in each region are adapting to these changes.
It's important to note that China is not the only country with significant export shares to the USA. The EU and Germany also have substantial export shares, and other regions like Asia, Africa, and Latin America are expanding trade with the USA to offset tariff impacts.
This article provides a regional-level overview of China's response to US tariffs. The six coastal regions mentioned are the regions with the highest trade exposure to the US market among China's more than 30 provincial-level regions. The information is based on calculations and research by economists at CIB Research, offering valuable insights into the impact of US tariffs on China's economy.
