AI Data Insight
In the second quarter of 2026 (as of May), China's cumulative year-on-year growth rate of export freight volume reached 6.87%, edging up from the previous 6.64% and halting the decelerating trend seen since the beginning of the year. Benefiting from the global AI infrastructure investment boom and the front-loading of orders by overseas buyers, high-value-added products and non-US markets have become the main growth drivers of exports. Looking ahead, while short-term momentum remains intact, caution is still warranted in the second half of the year regarding downside risks triggered by European and US tariff barriers as well as inventory destocking.