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April 25, 2026

Daily Briefing — 2026-04-25

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CHINA COMPASS
Briefing · 2026-04-25 · 18 signals
Canada-China bilateral trade (February 2026)
$9.6B
Imports
$6.3B
Exports
$3.3B
📋 Today's Briefing

China's zero-tariff policy for African agricultural exports has been welcomed by Mozambican exporters, who expect it to significantly boost trade. This move is a strategic shift for China, which has historically imposed tariffs on agricultural imports to protect its domestic producers. The policy change is expected to reduce trade costs and increase African exports to China, particularly in the agricultural sector.

In other news, the US has sanctioned China's 'teapot' refinery and a second-largest tea kettle refinery, along with 40 shipping companies and oil tankers, for purchasing Iranian oil. These sanctions are part of a broader effort to target Tehran's key customers and enforce secondary sanctions on entities doing business with Iran. The move comes ahead of potential talks to end the US-Israel war on Iran.

The bottom line: China's zero-tariff policy for African agricultural exports could reshape trade dynamics, while US sanctions on Chinese refineries and shipping companies highlight the ongoing tensions between the US and China over Iran.

China Compass tracks daily Canada-China relations, trade, and geopolitical signals. Stay informed at www.chinacompass.ca.

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🔔 Top Signals
🏛️ political
Mozambican exporters welcome China's zero-tariff policy to spur expansion in agricultural trade.
Why it matters
(Photo by Tafara Mugwara/Xinhua) Bulawayo, Zimbabwe, April 23 (Xinhua) -- China's zero-tariff policy will significantly boost African exports by slashing trade costs and enhancing the price competitiveness of products, said Mozambican exporters on Thursday at the ongoing Zimbabwe International Trade Fair (ZITF) in Bulawayo, Zimbabwe's second-largest city.
Xinhua
📈 economic
US sanctions China’s ‘teapot’ refinery for buying Iranian oil
Why it matters
The U.S.
→ China, which imports more than half its oil from the Middle East and buys over 80% of Iran’s shipped oil, has pushed back against the sanctions.
Al Jazeera
📦 trade
US sanctions China's second-largest tea kettle refineries and 40 shipping companies and oil tankers
Why it matters
The U.S.
→ Advocacy group for the opposition to Iran's nuclear program, UANI, had noted last February that Henan Petrochemical was among several Chinese companies purchasing Iranian oil.
RFI Chinese
🏛️ political
Chhangani’s CIPS data and Lipsky cited in article by The Economist discussing the positive impacts of the America-Iran war on usage of Chinese payment infrastructure
Why it matters
Read full article here Related Experts:Alisha ChhanganiandJosh Lipsky...
Atlantic Council
💻 technology
Regular Press Conference of Foreign Ministry Spokesperson Guo Jiakun on April 24, 2026
Why it matters
China News Service: Today, China celebrates its 11th Space Day, which also marks the 70th anniversary of the beginning of China’s cause of space exploration.
→ Does the Chinese Foreign Ministry have a comment?.
MFA China · 2026-04-24
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📊 Market Snapshot
▲ Top Gainers
SMIC HK$64.30 ▲ +10.01%
XPeng Inc HK$64.20 ▲ +3.38%
PetroChina HK$11.33 ▲ +2.07%
▼ Top Losers
ANTA Sports HK$83.45 ▼ -0.83%
NetEase HK$170.90 ▼ -0.87%
WuXi Biologics HK$33.52 ▼ -1.18%
💱 Currency Rates
USD/CNY 6.84 ▲ +0.14%
CAD/CNY 5.00 ▲ +0.35%
USD/CAD 1.37 ▼ -0.22%
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