AI Data Insight
In Q2 2026, the contribution rate of China's net exports of goods and services to GDP growth climbed to 17.9%, expanding further from 15.3% in the previous quarter. Against the backdrop of sluggish domestic consumption and declining real estate investment, robust exports from the AI supply chain and high-tech manufacturing have become the core engine driving the economy. However, overreliance on exports is triggering pressure from trade barriers in Europe and the US, and future economic momentum urgently requires substantive efforts from domestic demand policies.