AI Data Insight
The latest Q2 2026 China Manufacturing PMI new export orders reached 50.1%, rebounding significantly from the previous 48.6% and successfully returning above the boom-or-bust line. This strong rebound primarily benefits from AI-driven external demand for high-tech products, along with an easing situation in the Middle East that has reduced manufacturing costs. However, in the medium to long term, attention should still be directed toward the recovery momentum of the domestic real estate market and pressures stemming from China-US trade friction.