AI Data Insight
China's export freight volume YoY growth rate climbed to 5.75% in Q2 2026, showing a significant acceleration compared to 1.67% in Q1, which aligns with the market consensus of recovering export momentum. Despite headwinds from geopolitics and US tariff policies, overall freight performance was effectively supported by robust pull-in momentum for electronic products and AI servers, as well as a wave of early inventory build-up driven by concerns over supply chain disruptions.