AI Data Insight
The newly released Q2 2026 China trade balance reached 8590.46 hundred million RMB, significantly expanding by approximately 1350 hundred million from the previous figure, setting a new historical high in USD terms. Benefiting from the global AI chip frenzy and the front-loading wave triggered by geopolitical safe-haven hedging, both import and export YoY growth rates beat market consensus. Although short-term foreign trade momentum is robust, there is still a need to be alert to the downside risks of the resurgence of trade protectionism in Europe and the United States in the medium term.