AI Data Insight
In Q2 2026, China's latest export delivery value reached RMB 1,373.3 billion. Although this marks a pullback from the previous RMB 1,458.0 billion in Q1 2026, the year-over-year (YoY) growth rate remained at a double-digit level. Benefiting from the explosion of global AI computing power demand and early inventory-building effects, the technology manufacturing sector performed strongly. Looking ahead, close attention must be paid to changes in terminal demand in Europe and the US, as well as the potential impacts of Middle East conflicts on supply chains and inflation.