US and European importers are shifting some orders back to China – but not everyone is optimistic

The shift is visible in buyer patterns on the exhibition floor, where the number from Europe and the United States appears to have recovered from last year’s levels, according to Chinese exporters, with more inquiries for home appliances, new energy products and consumer electronics.

Liang Qiuyan, overseas market director at Zhixin Electronics, a massage chair exporter, said the shift in buyers was palpable. “From the clients visiting the Canton Fair, we can clearly feel the return of European and US customers”, she said, adding that some were reinforcing their reliance on Chinese supply chains, with “potentially more orders this year”.

The company expects revenue to grow 30 to 40 per cent in 2026, driven mainly by Europe and the United States. Washington’s current tariffs on China have had only a limited impact, she said.

Source: News - South China Morning Post