AI Data Insight
In Q2 2026, the total number of customs-supervised inbound and outbound transport vehicles and vessels in China reached 4,277,252. Although slightly down by 0.5% from the previous period, it remained stable at a historical high range, echoing recent better-than-expected foreign trade performance. Driven by the explosive export growth of mechanical and electrical products such as AI chips and electric vehicles, alongside a front-loading order effect triggered by geopolitics, cross-border logistics demand remains strong. Looking ahead, vigilance is needed regarding the potential risks of geopolitical conflicts pushing up freight rates and a decline in external demand for traditional labor-intensive products.