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NHK Chinese: Ukraine Says Russian Forces Used Chinese Satellite Data in Attacks

Japan’s public broadcaster NHK reported in its Chinese-language edition that, between October 4 and the morning of October 5, Russian forces launched 53 missiles and about 500 drones – primarily targeting Ukraine’s western Lviv Oblast.

According to Ukrainian military media, at least three Chinese reconnaissance satellites passed over the region nine times during the attacks. A Ukrainian intelligence official told state media that evidence suggests close coordination between Russia and China in satellite reconnaissance to identify targets within Ukraine. Some experts believe that data from Chinese satellites may have been used to guide Russian strikes.

Beijing maintains that these satellites are intended for scientific research, but many observers suspect they also serve military purposes.

Source: NHK Chinese, October 7, 2025
https://www3.nhk.or.jp/nhkworld/zh/news/20251007_07/

CNA: Chinese Customs Tightens Inspections on Nvidia Chip Imports

Taiwan’s Central News Agency (CNA) recently reported that China has intensified enforcement of import restrictions on Nvidia chips as part of a broader push to reduce domestic tech firms’ dependence on U.S. technology.

In recent weeks, customs authorities across major Chinese ports have begun conducting stringent inspections of imported semiconductors. The measures aim to ensure that local companies cease purchasing Nvidia chips developed specifically for the Chinese market, including models such as the H20 and RTX Pro 6000D.

According to the report, the Cyberspace Administration of China (CAC) led the initiative, instructing major technology firms – including ByteDance and Alibaba – in mid-September to halt orders and testing of Nvidia’s proprietary chips. Previously, Chinese customs officials rarely questioned the source or end use of imported chips as long as import duties were paid. Neither China Customs nor Nvidia has issued a comment on the matter.

Source: CNA, October 10, 2025
https://www.cna.com.tw/news/afe/202510100145.aspx

Lianhe Zaobao: China Attempts Arctic Shipping Shortcut

Singapore’s primary Chinese language newspaper Lianhe Zaobao recently reported that China is using shipping routes between Russia and the Arctic to transport goods, making inroads into the Arctic shipping route. Global shipping giants have reiterated their commitment to stay away from the Arctic shipping route, pointing out that although the route is shorter, it is unsafe and environmentally unfriendly.

Most China-Europe container ships choose to head south, entering the Mediterranean via the Red Sea and the Suez Canal. With tensions in the Red Sea escalating due to Houthi rebels, cargo ships are often diverted around South Africa. However, the Istanbul Bridge ship leaving on September 27 from China’s Ningbo Zhoushan Port chose to head north, entering Europe via the Northeast Passage of the Arctic. The Arctic route, which runs close to Russian territorial waters, can cut the Asia-Europe journey in half, compared to the 40-day trip via South Africa.

China is implementing policies to integrate the Northeast Passage into Europe’s and even the world’s transportation system. Unlike other routes such as the one through the Strait of Malacca, 90 percent of the Arctic route’s Northeast Passage passes through Russia. With Sino-Russian relations continuing to develop at a high level, the route faces fewer geopolitical risks.

Yet this route has been opposed by several global shipping giants. Mediterranean Shipping Company (MSC) stated that increased Arctic shipping could impact the region’s fragile ecosystems and ice caps, adding that “the Northern Sea Route remains underdeveloped for commercial shipping because safe navigation and passage are not yet guaranteed.” Maersk, CMA CGM, and Hapag-Lloyd also stated they would not consider using the route. In 2019, they pledged to avoid the route, which stretches over 3,000 nautical miles along Russia’s Arctic coast. Of the top five global shipping companies, only China’s COSCO Shipping did not make this commitment.

Russia has been promoting the use of the route to transport oil and gas to Asian markets, but ships must obtain Moscow’s approval to pass through. The route is covered with ice in winter and may also contain floating ice in warmer seasons. It can only be navigated by specialized vessels, which increases the risk of accidents.

Source: Lianhe Zaobao, October 3, 2025
https://www.zaobao.com.sg/news/china/story20251003-7612141

NBD: China Did not Purchase Any U.S. Soybeans for the First Time in 30 Years

National Business Daily (NBD), a Chinese national daily newspaper on business news, recently reported that the United States once exported more than half of its soybeans to China, but since May this year China has not purchased any American soybeans. The official U.S. records dating back to 1998 show that this was the first time in nearly 30 years that China had not purchased any American soybeans.

In the 2023-2024 marketing year (September 1, 2023 to August 31, 2024), the United States exported nearly 25 million tons of soybeans to China, far exceeding the 4.9 million tons exported to the second-largest market, the European Union.

Now the soybean harvest season has arrived in the United States, but China, historically the largest buyer, has not placed any orders, and soybean farmers are facing an “extremely severe situation.” The White House has made two promises to farmers: to force other countries to purchase American agricultural products in trade agreements with other countries; and to provide subsidies to domestic farmers. Data from the U.S. Department of Agriculture shows that the U.S. federal government is expected to pay more than $40 billion in subsidies to farmers in 2025, the second highest level since 1933.

Republicans also tried to provide $60 billion in aid to farmers in the “Big Beautiful Bill” at the expense of cutting nutrition subsidies for American citizens, but even if these subsidies can be issued, they will not be distributed until the next crop year.

Source: NBD, October 3, 2025
https://www.nbd.com.cn/articles/2025-10-03/4082401.html

Chosun Chinese: Chinese Shipyards Missed All Global LNG Ship Orders This Year

South Korea’s largest newspaper Chosun recently reported in its Chinese Edition that, of the sixteen liquefied natural gas (LNG) carriers ordered globally this year, fourteen were taken by South Korean shipyards, while Chinese shipyards failed to secure any orders. The remaining two ships were won by the United States, and these orders will be manufactured by the Philadelphia Shipyard acquired by South Korean Hanwha last year.

Following the relatively easy-to-build container ships and bulk carriers, China has begun to undertake a large number of orders for LNG carriers, which require higher technical standards. Previously, the LNG carrier newbuilding market was dominated by South Korea and China. In 2022, South Korea held a 67.5 percent share of the LNG carrier newbuilding market (115 ships), while China held a 32.5 percent share (56 ships). Last year, this gap narrowed, with South Korea holding 57.2 percent (48 ships) and China 42.8 percent (28 ships). China’s Hudong-Zhonghua Shipbuilding received orders for 24 LNG carriers last year, making it the world’s largest shipyard by orders for LNG carriers.

However, with the USTR’s (United States Trade Representative) port restrictions and Qatar’s order book cooling, China’s LNG carrier orders have been halted. Starting from the 14th of next month, Chinese shipping companies or shipping companies operating Chinese ships will be charged a fee of US$50 per ton based on net tonnage (the volume actually used to transport goods or passengers) when entering the United States. Also, frequent breakdowns of Chinese ships have had an impact on China’s reputation.

Source: Chosun Chinese, September 29, 2025
https://cnnews.chosun.com/client/news/viw.asp?nNewsNumb=20250963604&cate=&mcate=

Lianhe Zaobao: Taiwan Restricts Chip Exports to South Africa

Singapore’s primary Chinese language newspaper Lianhe Zaobao recently reported that Taiwan’s Ministry of Economic Affairs stated that the South African government has repeatedly ignored Taiwan’s calls and cooperated with China to pressure the Taiwan representative mission to rename, relocate, and downgrade, in addition to delaying visa issuance to Taiwanese official personnel, posing a threat to Taiwan’s national security and public security. Therefore, the Ministry announced the implementation of export controls on 47 products including chips exported to South Africa.

The announcement stipulates that exports of these 47 items to South Africa require prior approval from the Ministry of Economic Affairs, and that “license issuance will be suspended until the aforementioned hazards disappear.” An unnamed Taiwanese official confirmed that a temporary, complete export ban will be implemented with a 60-day notice period, with implementation expected as early as the end of November. Exports will still be permitted during the notice period. The official stated that the export suspension is a strong warning, and the announcement includes semiconductors, chips, memory, solar cells, and modules.

Taiwan’s TSMC produces most of the world’s most advanced chips, which are crucial for cars, artificial intelligence and industrial production. Automotive-grade chips are critical to South Africa’s strategic automobile industry roadmap.

In response, the Chinese Ministry of Foreign Affairs stated that the Taiwan authorities’ relevant measures will not have any substantial impact on related industries in South Africa, but will only backfire.

However, China’s localization rate of domestic automotive-grade chips is currently about 15 percent. China’s Ministry of Industry and Information Technology requires that the proportion of Chinese domestic procurement of automotive-grade chips reach 20-25 percent by 2025.

Sources:
1. Lianhe Zaobao, September 24, 2025
https://www.zaobao.com.sg/realtime/china/story20250924-7563226
2. Lianhe Zaobao, September 24, 2025
https://www.zaobao.com.sg/realtime/china/story20250924-7560993

Kazakhstan Invites China to Use Its Railways, Bypassing Russia

Shanghai-based online news outlet Guancha reported that Kazakhstan’s Deputy Prime Minister and Minister of National Economy said in a recent interview that the country is actively advancing economic transformation and working to reduce its reliance on oil. China has now replaced Russia as Kazakhstan’s largest trading partner.

As Kazakhstan pushes forward with plans to build new railways and establish a transportation corridor linking its eastern and western regions, cargo traffic from China is expected to grow sharply. Freight volume along the Trans-Caspian International Transport Route (the “Middle Corridor”), which bypasses Russia, is projected to rise from the current 4.5 million tons to between 7 million and 10 million tons in the coming years.

The Middle Corridor, which integrates rail, road, and sea transport, connects China, Kazakhstan, and Azerbaijan before reaching Europe via the Black Sea. It is considered the shortest multimodal trade route between China and Europe, significantly reducing transport times. In July, China and Kazakhstan signed a strategic agreement to jointly develop this route.

Kazakhstan’s Ministry of Economy projects GDP growth of 6 percent this year. Meanwhile, International Monetary Fund forecasts show Kazakhstan’s per capita GDP will climb to US$14,770 in 2025, surpassing Russia’s US$14,260 and ranking first among former Soviet republics.

Source: Guancha, September 24, 2025
https://www.guancha.cn/internation/2025_09_24_791200_2.shtml

Liberty Times Network: China Sanctions U.S. Defense Firms Over Arms Sales to Taiwan

Taiwan’s Liberty Times Network (LTN) reported that the Chinese Ministry of Commerce announced on September 25 that, citing national security concerns and obligations such as non-proliferation, it has placed three U.S. companies – Huntington Ingalls Industries, Planate Management Group, and Global Dimensions LLC – on its export control list, prohibiting the export of dual-use (civilian and military) items to them.

The Ministry also added Saronic Technologies, Aerkomm, and Oceaneering International to its “unreliable entities” list, barring them from import and export activities with China and from making new investments in the country.

According to the announcement, these firms “ignored China’s strong opposition,” and engaged in arms sales and military technology cooperation with Taiwan, “seriously undermining China’s sovereignty, security, and development interests.”

Huntington Ingalls Industries is the largest military shipbuilder in the U.S. Saronic Technologies develops maritime drones for defense use, while Global Dimensions, which has a branch in Taiwan, has reportedly been in discussions with Taipei about a military training program.

Source: LTN, September 25, 2025
https://news.ltn.com.tw/news/world/breakingnews/5191030