AI Data Insight
In September 2026 (Q3), China's Strategic Emerging Industries Purchasing Managers' Index (EPMI) user inventory index dropped from the previous value of 50.6 to 48.7, falling below the 50 boom-bust line. As an inverse indicator, the decline in inventory indicates accelerated downstream destocking. Coupled with a significant rebound in the overall EPMI, this confirms that emerging industries are ushering in a restocking opportunity during the traditional "autumn peak season."