China's Exports Jump 27% in June as AI Boom Powers Global Demand

China's exports recorded a stronger-than-expected surge in June, rising 27% year-on-year , as booming global demand fueled by the rapid expansion of artificial intelligence (AI) boosted shipments of technology products and electric vehicles, according to data released by the country's customs agency on Tuesday.

The June export growth marked a sharp acceleration from the 19.4% increase recorded in May , significantly outperforming market expectations. At the same time, imports climbed 36% year-on-year , up from 27.4% growth in May , reflecting stronger demand for foreign goods and industrial components.

The robust export performance was driven by rising global demand for semiconductors, electronic equipment, and other AI-related technologies , as businesses worldwide continue to invest in AI infrastructure and applications. Electric vehicles (EVs) also remained a major contributor to China's export momentum, underscoring the country's dominant position in the global clean mobility market.

The continued expansion of China's export-oriented manufacturing sector has provided a crucial cushion for the world's second-largest economy, helping offset persistent weakness in domestic demand . Sluggish consumer spending and challenges in the property sector have weighed on the country's internal economic recovery, making overseas demand an increasingly important driver of growth.

The latest trade figures highlight how the global AI boom is reshaping international trade patterns, with China emerging as a key supplier of the hardware and technology components powering next-generation computing and automation.

The stronger-than-expected export and import figures are likely to reinforce confidence in China's manufacturing sector, even as policymakers continue efforts to revive domestic consumption and sustain broader economic growth.