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China’s chip exports nearly double in Jan-Jul; ‘New new three’ products to fuel continued export growth_我的网站

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Workers produce electronic components for exports at a factory in Xinle, North China's Hebei Province, on June 16, 2026. In the first five months of 2026, China's total imports and exports of artificial intelligence-related products, including electronic components, computer parts, and optical fibers and cables, surged by 52.4 percent year-on-year, official data showed. Photo: VCG
    Workers produce electronic components for exports at a factory in Xinle, North China's Hebei Province, on June 16, 2026. Photo: VCG
China's exports of integrated circuits (ICs) reached $216.02 billion in the first seven months of 2026, up 99.5 percent year-on-year, according to data released by the General Administration of Customs (GAC) on Friday. 
Chinese experts said that rising global artificial intelligence (AI) demand is a factor, but the main drivers of the leap in chip exports are the country's technological breakthroughs and upgraded industrial chain.
The robust growth in IC exports also came as China's overall foreign trade saw stable expansion. According to data released by the GAC, the sound upward trend in China's foreign trade continued in July, with growth of 19.2 percent year-on-year to reach 4.66 trillion yuan ($686.26 billion), remaining above 4 trillion yuan for the fifth consecutive month. 
In the first seven months of the year, total foreign trade in goods amounted to 30.13 trillion yuan, up 17.3 percent year-on-year, the data showed.
"Since the start of this year, China's economy has forged ahead against headwinds and moved toward innovation-driven, higher-quality development, providing strong underpinning for the growth of foreign trade," said Lü Daliang, an official with the GAC.
According to the GAC, China's exports of electromechanical products reached 11.12 trillion yuan between January and July, up 21.2 percent year-on-year. They accounted for 63.8 percent of the country's total exports, up 3.8 percentage points on a yearly basis.
There was notable progress in green and low-carbon products, with exports of electric vehicles (EVs) and lithium batteries rising by 71.2 percent and 35.8 percent, respectively, while exports of 3D printers soared by 110 percent, with industrial robots jumping 13.2 percent and ships 32.7 percent.
"The surge in China's chip exports reflects breakthroughs in multiple aspects," Fu Liang, a Beijing-based tech analyst, told the Global Times on Friday. Fu pointed to a rise in mature-node capacity, industrial and supply chain resilience, and scale production advantages of Chinese companies.
As demand for chips in automotive electronics, industrial control systems, and household appliances keeps rising, China-made mature-process chips - backed by reliable supply capability and strong cost-performance - have become an indispensable link in the global supply chain, Fu said.
Meanwhile, there has been an upgrade in China's chipmaking industry, such as the new chip design approach at Huawei based on the company's Tau Scaling Law, and the international competitiveness of China-made chips is expected to increase, supporting further growth in exports, the expert noted.
China recently issued a revised regulation on protection of IC layout-designs. Scheduled to take effect on October 15 this year, the regulation aims to strengthen the protection and application of layout-designs, and improve registration and management systems by elevating proven practices into regulations, while also aligning with relevant laws and international treaties.
These institutional upgrades are unfolding alongside broader efforts to expand domestic demand and open the Chinese market wider to the world. China has also accelerated imports in the first seven months of this year to promote a more balanced development of foreign trade. China has remained the world's second-largest import market for 17 consecutive years. In the first seven months of 2026, China's import growth outpaced export growth by 8 percentage points, according to the GAC. 
In addition, China's imports and exports with over 180 countries and regions registered growth over the period. Specifically, the country's trade with ASEAN, the EU, Latin America, and Africa rose by 20 percent, 9.5 percent, 15.4 percent, and 18.9 percent year-on-year, respectively. Trade with the US, however, fell by 1.6 percent, with the decline narrowing by 2 percentage points compared with the first half of the year, according to the GAC.
Amid a complex external environment, China has leveraged its complete industrial chain to accelerate trade structure upgrading, driving brisk growth in both imports and exports, Wen Bin, chief economist of China Minsheng Bank, told the Global Times.
Although China's foreign trade sector still faces pressure in the second half of the year, Wen said the same fundamentals are still supporting China's export growth: the competitiveness of China's "new new three" products, the ongoing AI investment cycle, plus a raft of domestic risk-mitigation policies covering forex, fiscal and customs.
"China's export sector is projected to hold onto double-digit growth in the second half of the year," he said.
。    菲律宾海岸警卫队最近派出的两艘巡逻船,围绕着仁爱礁开展运补作业,这一事件无疑是日益紧张的南海形势中的一个重要节点。尤其是考虑到上月底菲方对中国海警艇的袭扰,这次补给行动不仅仅是简单的物资运输,更是多年来中菲之间复杂关系的一部分。    两艘菲巡逻船虽然声称只携带生活保障物资,但海警监控下的补给过程显示出中方对物资运输的严格把关。中方清楚将这次补给框定为“人道主义”,并非出于妥协,而是一种策略性的重新定义。

二 | 在双方的博弈中,中方对此次补给的放行,实际上是在坚守自己的法理立场的同时,巧妙地将焦点从对抗转向了人道主义关怀。此举不仅保持了局势的相对稳定,也为下一步的谈判留下了余地。        自古以来,海洋争端往往涉及的不仅是资源的争夺,也是国家尊严和国际法治的较量。在仁爱礁这个小小的区域,实际上映射出中菲之间以及外部力量如美国的博弈。马德雷山号军舰的存在,是菲律宾对其宣称主权的一种象征;然而,这艘船体锈蚀、结构脆弱的上世纪四十年代的登陆舰,却让这一象征的有效性显得岌岌可危。中国并不急于采取强力手段来解决这一问题,而是通过时间和引导补给的方式,默默地削弱对方的战略底线。    对于菲律宾来说,这次补给的两难之处在于:接受人道层面的安排就意味着必须放弃夹带建筑材料以延长马德雷山号的“寿命”。而若继续夹带被禁止的建材,将面临补给通道再次关闭的风险,造成舰上人员生活严重困境。

三 | 这使得菲律宾在国际舆论和内外压力中左右为难,军方和外交系统之间也出现了明显的分歧。

四 |         美国在这一过程中扮演的角色。

五 | 作为菲律宾的同盟国,美国似乎在不断挑动马尼拉对北京的对抗,试图加强其在亚太地区的影响力。正因如此,菲律宾却不能将美国的支持视为初始化合的资本。

六 | 这种外部援助虽在短期内似乎可以为菲律宾提供某种程度的安全感,但长远来看却可能使情况变得更加复杂。

七 | 毕竟,真正参与冲突的,仍然是菲律宾自己,而不是美国。    在这样的局势下,中国的行动展现出了极大的耐心。他们选择允许补给、但不允许加固,以此将菲律宾在仁爱礁上的“扎根”计划拖延至自然消亡的状态。诚然,仁爱礁的主权归属并没有任何妥协空间,展现在国际法和现实政治面前。中方所做的一切,都是在强化这一立场,确保未来不受到外部干扰。        从更广泛的层面来看,仁爱礁的事件不仅反映了南海的樱桃领土争端,更是大国博弈的一部分。

八 | 不论是从经济、安全还是战略的角度,南海所蕴含的价值都使其成为了国际关注的焦点。而在这个复杂的博弈中,各国的言行举止都将决定未来南海局势的发展方向。    由此可见,仁爱礁的故事不仅仅是中菲之间的摩擦,更是关于权力、资源与尊严的较量。无论菲律宾如何试图通过补给寻找生机,最终能否真正控制仁爱礁,仍将取决于他们在未来是否能够在内外压力中找到一条出路。

九 | 在这条出路上,智慧与勇气缺一不可。返回,查看更多

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