AI Data Insight
In the first quarter of 2026, total US imports from China reached $67.689 billion. Although experiencing a slight recovery from the previous value of $61.708 billion, it represents a massive decline of nearly 40% compared to the same period last year. Caught between the US Supreme Court upholding high Section 301 tariffs and a new wave of reciprocal trade policies, trade diversion effects continue to take hold, with Mexico and Southeast Asia accelerating their replacement of China's direct import share.