Where Chinese Exports Are Gaining the Most Market Share

Chinese exporters are gaining share fastest in emerging markets, often via rising rather than falling prices, hitting incumbent valuations hardest.

• Emerging-market share surge: Goldman's study of 10+ sectors finds Chinese exporters' revenue growth in emerging markets runs roughly 15x local organic growth, pushing market share to about 24%, versus 10-16% in the US and Europe.
• Prices rise, not fall, over time: Chinese products enter markets at an average 30% discount, but prices often climb afterward (e.g., EV discount stable near 20%); robotic vacuum cleaners went from a 40% discount to a 60% premium.

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