AI Data Insight
China's import freight volume YoY growth rate reached 0.33% in June 2026 (Q2), rebounding significantly from the previous value of -5.59% and ending a three-month streak of contraction. Benefiting from the global AI investment boom and technological upgrades, the strong import momentum of high value-added products offset the impact of sluggish domestic demand. The market is closely watching whether the July Politburo meeting will introduce a new round of stimulus policies to sustain the import recovery in the second half of the year.