China’s aluminium cable exports surge 42 per cent y-o-y in Jan–Oct, on track to exceed 250,000 metric tons for the full year

Customs data shows that China’s aluminium cable exports in October 2025 reached 17,200 tons, down 25.2 per cent month-over-month but up 20.3 per cent year-over-year. Cumulative exports from January to October 2025 totalled 215,000 tons, a 42 per cent increase compared to 151,600  tons during the same period in 2024. By product type, steel-reinforced aluminium stranded conductors accounted for 10,500 tons—down 33 per cent month-over-month but up 23 per cent year-over-year—while aluminium stranded conductors totalled 6,700  tons, a 10 per cent month-over-month decline but a 16 per cent year-over-year increase. (HS codes: 76141000, 76149000)
In October 2025, China’s aluminium cable export market underwent notable structural shifts. Australia emerged as the top destination with exports of 3,317.4 tons (19 per cent of total volume), surging by 1,375.3 tons from the previous month and becoming the largest incremental market. This growth was driven by Australia’s recently announced “Solar Sharer” initiative (officially unveiled on November 14, 2025), which will launch a “three hours of free electricity per day” policy in July 2026 to encourage consumption during peak solar generation periods. Coupled with the ongoing “Rewiring the Nation” national grid upgrade program—a AUD 20 billion initiative launched in 2022 and running through 2030—demand for high-conductivity aluminium cables has intensified significantly. Cambodia ranked second with 1,361.9 tons (8 per cent share), up 183.2 tons month-over-month, benefiting from its National Assembly’s approval of 27 new energy projects (including 13 solar plants), which accelerated grid infrastructure development. Meanwhile, Finland’s imports declined to 1,175.2 tons (7 per cent share), down 755.5 tons from September, reflecting a temporary adjustment in European markets. Overall, global trends toward renewable energy adoption and grid modernisation continue to drive demand, with Australia and Cambodia emerging as key growth markets, while Europe enters a phase of seasonal recalibration.