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China pivots from footwear to AI services as its primary export engine

China is increasingly focusing on AI services as a key export sector, moving beyond traditional manufacturing like footwear. In 2025, exports of telecommunications and computer services surged by 13% to 808 billion yuan ($118 billion USD). This strategic shift signifies China's ambition to climb the global value chain by prioritizing higher-tech industries. AI

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IMPACT Indicates a growing global supply of AI services originating from China, potentially impacting market competition and talent acquisition.

RANK_REASON Reports on a significant shift in national export strategy towards AI services.

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COVERAGE [1]

  1. Mastodon — mastodon.social TIER_1 · [email protected] ·

    China is shifting from footwear to AI services as its export engine. In 2025, telecoms and computer services exports reached 808B yuan (118B USD), up 13 per cen

    China is shifting from footwear to AI services as its export engine. In 2025, telecoms and computer services exports reached 808B yuan (118B USD), up 13 per cent year-on-year, while footwear exports fell 9 per cent to 46B USD. The shift marks China moving up the value chain. http…