AI Data Insight
In Q3 2026, China's EPMI export orders index rebounded to 45.1, bucking the trend to rise from 43.4 in the previous period of Q2 2026. Although the overall EPMI declined due to the off-season impact, export orders demonstrated strong resilience, with new energy and high-end equipment manufacturing taking a notable lead. Looking ahead, domestic policy support and domestic substitution logic are expected to continue supporting the external demand performance of emerging industries.