AI Data Insight
The total number of customs-supervised transport vehicles in China increased by 8.08% YoY in October 2026 (Q4), slightly slowing from 9.11% in September, but maintaining a steady expansion for consecutive months. Concurrently, China's October imports surged by 41.6% YoY, significantly outperforming market consensus, reflecting robust pull-in demand for AI infrastructure and high-tech components. Looking ahead, although the year-end peak season can support short-term logistics momentum, attention must still be paid to trade headwinds brought by medium-to-long-term geopolitics and potential tariff barriers.