AI Data Insight
China's Q3 2026 ordinary trade exports reached 170,035,455 ten thousand RMB, slightly down from the previous Q2 2026 figure of 1.77 trillion, but overall macroeconomic exports surged by 27% year-on-year, far exceeding market expectations. Benefiting from the global AI infrastructure frenzy and early shipments by automakers to evade tariffs, foreign trade momentum is extremely strong. In the short term, the tech restocking wave will continue to support exports, but in the medium term, caution is needed regarding the downside risks brought by the implementation of US and European trade barriers and the demand front-loading effect.