AI Data Insight
In May 2026 (Q2 2026), China's ordinary trade surplus reached USD 69.635 billion, a significant growth of over USD 9.5 billion from the previous month. Driven by AI hardware shipments and safe-haven front-loading, the overall foreign trade surplus broke through the USD 100 billion mark and significantly beat market consensus. Exports are expected to maintain high-level resilience in the short term, but attention must be paid to medium-term risks after the tariff effect fades.