AI Data Insight
According to the latest data, China's May 2026 EPMI User Inventory Index recorded 51.8. Although slightly cooling from the previous value of 52.1, it remains firmly above the 50 boom-or-bust line. Compared to the overall manufacturing PMI retreating to the critical point, emerging industries, benefiting from policy dividends in AI and advanced manufacturing, have shown relative resilience in inventory momentum, highlighting the continuing trend of divergence between old and new growth drivers in China's economy.