AI Data Insight
China's cumulative year-on-year growth rate of export freight volume in Q3 2026 fell to 2.70%, continuing to slow down from the previous 3.99%. Despite the contraction in physical freight volume, benefiting from the global AI infrastructure boom, high-unit-price technology products such as semiconductors have driven strong growth in total export value. It is expected that China's exports will maintain a polarized structure in the short term, but vigilance is needed regarding the risks of subsequent trade barriers.