AI Data Insight
The latest data shows that China's general trade surplus in Q2 2026 (April) expanded to $60.05 billion, an increase of over 15% from the previous month, indicating enhanced resilience in foreign trade. Driven by the AI investment boom and vehicle exports, overall USD-denominated exports surged by 14.1% year-on-year, significantly beating consensus, while imports also soared by 25.3% due to restocking efforts. Despite facing geopolitical risks, the recovery of domestic and external demand along with restocking momentum provides strong support for trade performance in the short term.