AI Data Insight
In May 2026 (Q2 2026), the total number of transport vehicles supervised by China Customs reached 4,590,541. Although slightly down from the previous month, the year-on-year growth rate reached nearly 14%. This echoes the double-digit growth in both China's imports and exports during the same period, which beat market consensus, indicating that the demand for semiconductors and AI hardware, as well as early restocking by overseas buyers, continues to drive the logistics boom.