AI Data Insight
China's Q2 2026 (as of April 1) trade surplus in manufactured goods reached 113,822,336 million RMB, a significant surge of nearly 26.7% from the previous value, highlighting the strong resilience of manufacturing exports. Although market consensus showed the overall trade surplus for the same period unexpectedly fell to 51.13 billion USD due to a surge in imports of AI chips and raw materials, manufactured goods remain the core pillar of surplus expansion. Looking ahead, demand from emerging markets is expected to continue providing momentum for exports, but precautions must be taken against the risks of tariff barriers from the US and Europe.