中国海关总署发布的7月贸易统计数据显示，7月出口值同比增长23.9%，进出口总值同比增长25.3%，进口值同比增长27.5%[1]。在全球人工智能投资热潮的带动下，相关产品需求大幅攀升，其中积体电路出口激增116.57%，高新技术产品出口同比增长52.67%[1]。此外，船舶出口同比增长92.36%，汽车出口同比增长60.35%[1]。7月贸易顺差达1124.9亿美元[1]。
分析人士指出，出口动能强劲。东方金诚首席宏观分析师王青表示，出口增长受全球人工智能投资热潮带动[1]。中国银河证券研究院首席宏观分析师张迪认为，人工智能超级周期仍在上升阶段[1]。
China's General Administration of Customs released July trade statistics showing robust growth across the board.[1] Exports increased 23.9% year-over-year, while total import-export volume rose 25.3%, with imports climbing 27.5%.[1] The surge was largely propelled by artificial intelligence-driven demand for high-tech products.[1]
Semiconductor exports led the expansion, skyrocketing 116.57% year-over-year in dollar terms.[1] High-tech products more broadly grew 52.67%, becoming the primary driver of robust export performance.[1] Beyond semiconductors, shipbuilding exports surged 92.36% and automotive exports increased 60.35%.[1] China recorded a trade surplus of $112.49 billion for the month.[1]
Analysts attributed the strength to global investment trends. According to Oriental Jincheng's chief macroeconomic analyst Wang Qing, strong export momentum reflects the worldwide artificial intelligence investment boom.[1] China Galaxy Securities' chief macroeconomic analyst Zhang Di noted that the AI supercycle remains in its ascending phase.[1]