AI Data Insight
According to the latest data, the year-over-year growth rate of China's import and export value for the month in the third quarter of 2026 reached 19.8%, slightly expanding from the previous value of 19.2% and demonstrating a strong expansion trend. Benefiting from the explosion of global AI infrastructure demand and the front-loading effect before the implementation of European and U.S. tariffs, both imports and exports of high-tech products outperformed consensus expectations. However, the structural imbalance between booming exports and sluggish domestic demand remains a risk that requires close attention moving forward.