AI Data Insight
China's general trade imports in Q3 2026 recorded a year-on-year growth rate of 15.4%. Although decelerating from the previous 19.2%, it maintained robust double-digit growth [1]. Driven by global AI infrastructure development, defensive stockpiling demand for semiconductors and high-tech hardware became the main driver of imports, effectively offsetting the sluggish recovery of domestic demand [2]. Going forward, it is necessary to continue monitoring potential downside risks brought by US and European trade barriers and geopolitics [3].