Story perspectives

Chinese Firms Surge in Europe Amid U.S. Tariffs

9/5/2025

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Summary

Story summary

U.S. tariffs on China are prompting Chinese e-commerce and logistics firms to expand in Europe.
In 2025, Chinese companies leased over 2 million square feet in the U.K., exceeding pre-pandemic levels.
JD.com is at the forefront, leasing 900,000 square feet and launching Joybuy, a discount platform.
Increased inquiries from Chinese firms signal a shift in supply chains, with Shein Group establishing hubs in Poland.
Asian tenants now represent 20% of CTP's leasing, doubling from 10%.

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Story summary

U.S. tariffs on China are prompting Chinese e-commerce and logistics firms to expand in Europe.
In 2025, Chinese companies leased over 2 million square feet in the U.K., exceeding pre-pandemic levels.
JD.com is at the forefront, leasing 900,000 square feet and launching Joybuy, a discount platform.
Increased inquiries from Chinese firms signal a shift in supply chains, with Shein Group establishing hubs in Poland.
Asian tenants now represent 20% of CTP's leasing, doubling from 10%.