AI Data Insight
In April 2026, China's export freight volume recorded a YoY growth rate of 4.38%, slowing down from the previous 5.75%. Although the official total export value jumped significantly due to soaring AI chip prices, the actual volume of goods exported was constrained by capacity bottlenecks and weak traditional industries, presenting a divergence in volume and price trends. The market expects that in the short term, benefiting from high-end manufacturing and green energy demand, export momentum will remain supported; however, in the medium to long term, precautions must be taken against US and European trade barriers and geopolitical risks.