Recently, the Ministry of Commerce has released the strongest signal of steady growth in foreign trade.
On June 11, a spokesman for the Ministry of Commerce stated that China will take more pragmatic measures to stabilize exports and expand imports. China will unswervingly promote high-level opening up and inject stability and positive energy into the world economy.
Data from the General Administration of Customs show that in the first five months of 2026, the total import and export value of my country’s goods trade reached 20.68 trillion yuan, a year-on-year increase of 15.3%.
Among them, exports were 11.91 trillion yuan, an increase of 11.8%; imports were 8.77 trillion yuan, an increase of 20.5%.
In May, imports and exports totaled 4.45 trillion yuan, remaining at a high of over 4 trillion yuan for three consecutive months.
What is more worth mentioning is that the import of high-tech products increased by 31.2%, bulk commodities and consumer goods also maintained a rapid growth rate, and China’s ultra-large market advantage continued to explode.
From an investment perspective, the Ministry of Commerce has set the tone this time, releasing a clear signal that the dual-wheel drive of expanding domestic demand and expanding external demand will become the core investment main line in 2026.
Port shipping, cross-border e-commerce, overseas brands in the export chain, high-end consumption in the import chain, semiconductor import substitution, bulk commodity supply chain, and supply chain logistics connecting domestic and foreign trade. These subdivided tracks may give birth to bullish stocks that will double.
The following is an in-depth analysis of the three major benefit tracks for you:
Track 1: Port shipping – the “first domino” for foreign trade prosperity.
Foreign trade data has increased significantly, and the logistics sector is the first to benefit.
In the first quarter of 2026, the container throughput of Shanghai Port reached a total of 14.106 million TEUs, a year-on-year increase of 6.8%. In January, it set a new monthly historical record with 5.063 million TEUs.
Among the 38 stocks in the Tonghuashun port shipping sector, 24 achieved year-on-year growth in net profit attributable to the parent company. Among them, many companies such as COSCO Shipping Energy and China Merchants Energy Shipping achieved growth rates of more than 100%, fully verifying the “ballast stone” attribute of the port.
Track 2: High-tech and semiconductors – “two-way benefits” from import substitution.
In the first five months, imports of high-tech products surged by 31.2%.
Under the dual logic of external “stuck” and internal “import expansion”, domestic substitution has ushered in a historic opportunity.
In Q1 of 2026, SMIC’s revenue will exceed US$2 billion, and its gross profit margin will stabilize and rise to 20.1%.
In terms of semiconductor equipment, the localization rate of etching machines, thin film deposition, and cleaning equipment is only 30% – 40%. However, high-barrier links such as photolithography machines, quality inspection, and ion implantation are still highly dependent on imports. This is the largest incremental space for domestic substitution.
Track 3: Cross-border e-commerce and overseas brands – the “new main force of foreign trade” spawned by warm policies.
Cross-border e-commerce exports will reach 2.75 trillion yuan in 2025, a year-on-year increase of 4.6%, far exceeding the social zero growth rate in the same period.
Going overseas for brands has changed from “optional” to “must-have”.
The current cross-border e-commerce export data continues to pick up, with exports in April increasing by 14.1% year-on-year. The industry prosperity has verified the favorable transmission of policies.
The following is a summary of the core leading stocks of each track:
The port shipping track includes SIPG (600018), Ningbo Port (601018), China Merchants Port (001872), COSCO Shipping Holdings (601919), Beibu Gulf Port (000
582), etc.; high-tech and semiconductor tracks include SMIC (688981), Northern Huachuang (002371), Yunnan Germanium Industry (002428), etc.; cross-border e-commerce and overseas consumption tracks include Zhiou Technology (301376), China Duty Free (601888), etc.
The Ministry of Commerce’s heavyweight statement and unexpected foreign trade data have injected new vitality into the A-share market.
For these three major benefit tracks, some people believe that port shipping is the most certain “ballast stone”, some believe that semiconductor import substitution has the greatest flexibility, and some believe that cross-border e-commerce is the most anticipated “dark horse” under the policy trend.
So, in your opinion, which track will benefit the most from this round of favorable foreign trade policies?
Welcome to explore the next investment opportunity in the market.
