In May, exports exceeded expectations again with 19.4% growth, and integrated circuit export value doubled.

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【Caixin】 The global AI investment boom continues to drive rapid growth in China's export value, with export performance in May 2026 once again exceeding market expectations. Compared to strong exports in AI-related industries such as electronics, exports of goods reflecting overseas consumer demand, such as clothing, home appliances, and toys, remained flat or weakened.

Data released by the General Administration of Customs on June 9 showed that in May 2026, exports in dollar terms were $376.78 billion, a year-on-year increase of 19.4%, with the growth rate accelerating by 5.3 percentage points from the previous month; imports were $271.35 billion, a year-on-year increase of 27.4%, with the growth rate also increasing by 2.1 percentage points from the previous month. The trade surplus for the month recorded $105.43 billion, an increase of $20.61 billion from the previous month, the highest level for the same period in history.

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