On September 18, the A-share offshore trade index surged. The single-day increase was close to 2%. On September 21, the increase continued to exceed 1%. The cumulative increase since last week reached 3.4%, significantly outperforming the Shanghai Composite Index during the same period. Trade between China and the US continues to stabilize. Statistics from the General Administration of Customs show that China's imports and exports to the US have been growing for 5 consecutive months. From January to August this year, the cumulative import and export volume reached 2.76 trillion yuan, an increase of 1.3% over the previous year. From 2020 to 2025, the annual value of China's exports to the US remained stable at more than 3 trillion yuan, accounting for more than 11% of China's total exports to foreign countries. In terms of export product categories, the corresponding A-share companies are mainly concentrated in industries such as textiles and apparel, light manufacturing, medical consumables, and general equipment. According to the Securities Times · Databao statistics, there are 70 companies in the industry mentioned above where overseas revenue continues to account for more than 60% of revenue from 2021 to 2025. Of the 70 companies mentioned above, the decline has been no less than 5% since this year. The agency unanimously predicts that net profit will increase by more than 25% in 2026 and 2027, mainly distributed in Shenwan's second-tier industries such as household goods, entertainment products, and general equipment.

On September 18, the A-share offshore trade index surged. The single-day increase was close to 2%. On September 21, the increase continued to exceed 1%. The cumulative increase since last week reached 3.4%, significantly outperforming the Shanghai Composite Index during the same period. Trade between China and the US continues to stabilize. Statistics from the General Administration of Customs show that China's imports and exports to the US have been growing for 5 consecutive months. From January to August this year, the cumulative import and export volume reached 2.76 trillion yuan, an increase of 1.3% over the previous year. From 2020 to 2025, the annual value of China's exports to the US remained stable at more than 3 trillion yuan, accounting for more than 11% of China's total exports to foreign countries. In terms of export product categories, the corresponding A-share companies are mainly concentrated in industries such as textiles and apparel, light manufacturing, medical consumables, and general equipment. According to the Securities Times · Databao statistics, there are 70 companies in the industry mentioned above where overseas revenue continues to account for more than 60% of revenue from 2021 to 2025. Of the 70 companies mentioned above, the decline has been no less than 5% since this year. The agency unanimously predicts that net profit will increase by more than 25% in 2026 and 2027, mainly distributed in Shenwan's second-tier industries such as household goods, entertainment products, and general equipment.