AI Data Insight
China's cumulative export YoY growth rate in RMB terms rose to 14.0% in Q3 2026, showing an accelerating trend compared to 13.4% in Q2 2026. Driven by the AI infrastructure boom and surging chip prices, semiconductors and high-tech products have become the absolute mainstays driving exports. However, the massive trade surplus and capacity spillover are drawing attention from Europe and the US, requiring caution regarding the potential risk of increased trade barriers in the future.