AI Data Insight
China's Q3 2026 (2026-07-01) Export Price Index jumped to 111.6, significantly higher than the previous Q2 value of 108.2. Driven by surging demand for AI products pushing up prices and manufacturers shipping early to avoid tariffs, the export structure is shifting from "volume-driven" to "price-driven". Short-term external demand dividends are expected to remain supportive, but in the medium to long term, risks of tariff implementation and AI overcapacity need to be guarded against.