India’s shrimp exports facing tariffs up to 58% in the U.S. have found a new, fast-growing market in China. Even in product categories like electronics, shipments to the northern neighbor have soared, according to commerce ministry data.
China alone accounted for 40% of India’s total export growth in April-November and this has come from the contribution of a wide range of products.
During April–November, India’s overall exports to China rose 32.8% on year to $ 12.22 billion, while during the same period India’s total exports expanded just 2.6%. China’s share in India’s total exports increased to 5.8% in Apri–November, up 1 percentage point as compared to April–November in the last financial year. In November 2025 alone, exports to China were up 90% to $ 2.2 billion.
Strategic diversification
Marine product exports to China have grown 1,307% whereas telecom instruments saw an uptick of 469% on year during April-October. Marine product exports in April-November to China stood at $ 1.05 billion. Frozen shrimp exports remained elevated across August–October 2025, each month recording $ 40–55 million in shipments. August-end was when the US imposed 50% additional duties on Indian imports so diversification picked up since then.
In April-October black tiger shrimp exports were up $ 92.6 million and Vannamei shrimp exports are $ 56.8 million more than last year.
In the case of light naphtha, an important product category in the export basket to China, shipments surged 172% in April-October to $ 1,450 million, according to officials.
High-Tech Surge
Within electronics flat panel display modules exports to China started this year. In April-October the exports of the item was $ 246.3 million from nil last year. Populated printed circuit boards rose 898% to $ 922.4 million from $ 23.9 million last year in April-October. Exports of other electrical apparatus for telephony increased by $ 189.5 million.
OLED flat panel modules recorded steady shipments of $ 83 million in May, $ 75 million in June, and $ 72 million in July 2025, while other telecom apparatus maintained high volumes across August–October 2025, In August $ 73 million, September $ 70 million, and October $ 56 million.
Taken together, this month-on-month persistence across electronics, base metals, and agri-marine products suggests that India’s export growth to China in 2025 is systematic and demand-led, not merely concentrated in narrow timelines or driven by isolated consignments, according to officials.
Within agriculture dried chilies were up $ 105.4 million in April-October,, green gram increased by $ 77.2 million and oil-cake residues were $ 102.8 million higher. Base metal exports were also up. Aluminium exports grew by $ 121.2 million and refined copper billets, $ 53.9 million.
