AI Data Insight
In August 2026, China's export delivery value surged strongly to 1,713.20 billion RMB, representing a significant increase of 19.3% compared to the previous value of 1,435.70 billion RMB. Under an environment where domestic demand remains relatively weak, global AI infrastructure restocking and the export of new energy vehicles have become the key to supporting industrial production. However, the "K-shaped recovery" that overly relies on exports may also face severe challenges from escalating US and European trade barriers in the medium term.