AI Data Insight
The latest data shows that the cumulative year-over-year (YoY) growth rate of China's import freight volume in Q2 2026 dropped to 2.203%, further narrowing from the previous 2.6472%. Although the price surge of AI chips boosted overall import values, the slowdown in real freight volume reflects that the real estate sector and domestic consumption remain sluggish. The market is closely watching whether the authorities will roll out more substantial domestic demand stimulus policies in the future.