*BDO exports are gradually reverting to levels aligned with fundamental supply and demand fundamentals.

Under HS Code 29053990, exports totaled approximately 28,800 tons in May 2026, down roughly 22.9% MoM and 3.7% YoY. The monthly average export price reached US$1.727/kg, rising US$0.203/kg MoM.

According to preliminary statistics from CCFGroup, China's BDO exports in May 2026 totaled roughly 20kt, down 12.7% month-on-month and 3.6% year-on-year respectively.

Monthly BDO export continued their downward trajectory. Overseas destocking, paired with weakened purchasing appetite amid price hikes, weighed on BDO export performance. Though monthly BDO exports declined sequentially amid overseas energy supply headwinds, volumes stayed relatively high compared to the two-year monthly average, offering underlying support to the export market.

May BDO exports fell across most key destinations: exports to Vietnam tumbled about 58% MoM, with its export share sliding to roughly 30%, a 32-percentage-point MoM drop. Exports to Chinese Taiwan retreated around 41% MoM with a mild pullback in its export proportion, while exports to Malaysia also edged down sequentially. Weakened overseas inventory replenishment drove notable MoM volume declines across core consuming regions. South Korea stood out as the sole major market with strong export growth this month. Constrained domestic raw material supplies led to tight local supply, pushing China's BDO exports to South Korea sharply higher YoY, with other markets also posting visible MoM gains.

As for export origins in May, Jiangsu's BDO exports fell around 28% MoM, holding a 44% export share, down 14 percentage points month-on-month; Ningxia saw concentrated outbound deliveries, surging roughly 547% MoM to claim a 32% export share, a dramatic sequential gain; Shandong also recorded a steep MoM rise in export volume.

BDO exports are gradually reverting to levels aligned with fundamental supply and demand fundamentals. The purchasing peak fueled by policy shifts, supply concerns and speculative restocking on bullish price expectations has faded, with market activity gravitating back to genuine end-user demand.