AI Data Insight
China's cumulative import value reached 107,372 billion RMB in May 2026, a significant increase from 87,690 billion RMB in the previous month, with year-over-year growth beating market consensus. This wave of growth mainly benefits from the global AI hardware procurement surge, early overseas restocking, and a recovery in domestic commodity demand. Although the short-term foreign trade scale shows resilience, potential impacts of geopolitics and trade barriers on the supply chain still need to be monitored in the medium term.