Customs details of China's copper foil for July 2025 Both imports and exports increased YoY and MoM [SMM Analysis]

SMM August 21 News:

According to data from the General Administration of Customs, in July 2025, China's copper foil (HS code: 74101100, 74102190) imports were 6,472.22 mt, up 6.01% YoY and up 4.89% MoM; cumulative imports from January to July 2025 were 46,665.86 mt, up 1.42% YoY.

In July 2025, the import value of China's copper foil was $122.6355 million, up 12.28% YoY and up 10.52% MoM; the cumulative import value from January to July 2025 was $818.6241 million, up 7.72% YoY.

In July 2025, China's copper foil exports were 4,483.51 mt, up 13.32% YoY and up 3.23% MoM; cumulative exports from January to July 2025 were 27,449.91 mt, up 10.34% YoY.

In July 2025, the export value of China's copper foil was $58.2368 million, up 14.55% YoY and up 4.47% MoM; the cumulative export value from January to July 2025 was $352.4749 million, up 16.95% YoY.

In July 2025, China's trade deficit in copper foil was approximately $64.4 million, an increase of about $9.19 million MoM from $55.21 million in June.

By country, the main sources of China's copper foil imports in July 2025 were Taiwan, China, Malaysia, and Luxembourg, with import volumes of 3,755.28 mt, 880 mt, and 659.85 mt, respectively.
The main destinations for China's copper foil exports in July 2025 were Thailand, Malaysia, and South Korea, with export volumes of 1,151.37 mt, 421.12 mt, and 417.14 mt, respectively.

In July 2025, China's copper clad laminate (CCL) (HS code: 74102110) imports were 3,233.36 mt, up 7.44% YoY and down 1.72% MoM; cumulative imports from January to July 2025 were 23,021.93 mt, up 0.67% YoY.

In July 2025, China's CCL exports were 7,230 mt, up 0.06% YoY and down 12.20% MoM; cumulative exports from January to July 2025 were 51,490.35 mt, down 10.68% YoY. In July 2025, China's copper foil imports and exports both increased YoY and MoM, while the opposite trend in copper clad laminate (CCL) imports and exports indicated a weak performance of the traditional consumer electronics industry. This year, due to the explosive growth in AI-related orders in China, the demand for high-end copper foils such as RTF and HVLP has significantly increased, with many copper foil enterprises seeing full order books. However, due to the technical barriers in producing high-end copper foils, there is still a reliance on imports domestically.

On the export side, top-tier enterprises have seen an increase in capacity utilization rates and are continuously making technological breakthroughs to capture market share in Southeast Asia. After China cancels the export tax rebate for copper semis in December 2024, companies are maintaining competitiveness by adjusting trade modes (such as increasing the proportion of processing trade to 60%) and optimizing product structures (with high value-added products accounting for over 40%).