熊出没

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

A |     

    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.
。    7月19日，舒福德以“可圈的未来，现在睡上”为主题发布S-Teener Pro青少年智能床与HALO睡眠系统，同步推出iFamily“家庭圈”系统升级与睡眠健康管理师服务。7月20日，麒盛科技（603610.SH）股价有明显反应。         就在数日前，公司披露了2026年半年度业绩预告，归母净利润同比预降67%至76%。

B | 利润下滑的主要原因是美元汇率波动导致的汇兑损失——属于短期外部因素，不代表公司运营基本面发生转折。

C | 真正值得拆解的问题是：市场在交易什么？          iFamily + HALO：从数据中台到交互前台的一次完整亮相          舒福德7月19日的新品发布，把麒盛科技过去两年暗中铺设的软件能力摆上了桌面，而且一次就是两层。

D |          第一层是数据中台。iFamily“家庭圈”以家庭为单位，将智能床采集的连续睡眠体征数据、手环手表等可穿戴设备数据、日常饮食记录全量整合，构建动态健康档案。AI小舒主动做趋势分析和异常预警，输出个性化睡眠报告与改善建议，搭配每日健康指南。

E | 如果说以前的舒福德智能床是一个“睡得好不好”的单点监测器，iFamily则把监测范围从一个体扩大到一个家庭，把数据类型从单一的心率呼吸扩展到了多维健康图谱——“可看、可管、可执行”。         第二层是交互前台。HALO睡眠系统搭载“妙感岛”交互圈，旋转、点按、双击、语音四种方式均可操控，低信息密度UI搭配橙色防蓝光屏，避免睡前过度兴奋。更重要的是它的助眠逻辑：不是“放一段音乐”这种粗颗粒度动作，而是光、声、触三通道同步作用的阶梯式干预——200至0lx渐弱日落光模拟自然入夜、α频段双耳节拍叠加森景与粉红噪音辅助大脑进入放松状态、间歇性低频振动辅助身体放松。针对不同学龄，光照参数和哄睡时长递增，匹配青少年生物钟后移和光敏感差异。

F |          把中台和前台放在一起看，麒盛科技搭建的轮廓才清晰起来——不是一张更聪明的床，而是一个从数据采集、分析（iFamily）到交互干预（HALO）的完整闭环。硬件是入口，闭环本身是软件定义和驱动的。

G |          这个闭环的行业意义不止于产品层面。2025年，麒盛科技主导制定的国家标准GB/T 45231-2025《智能床》正式实施，公司同时持有国内首张L4级智能床认证。一个曾为泰普尔丝涟做ODM的制造企业，如今在为自己的品类定义技术标准——话语权的根基已经完成位移。

H | 当一家企业从“被标准定义”变成“定义标准”，它的软件架构选择就不再只是产品决策，而是行业基准的参考坐标。         S-Teener Pro是这套软件栈的第一个完整落地方案：实验室数据显示，高压场景下深睡提升39%，自然睡眠条件下深睡提升11%。

I | 效果能否在真实用户群中稳定复现尚需持续验证，但算法主导睡眠干预的路径已经打通。         服务化试水：首月定制 + 健康管理师          S-Teener Pro附带一项此前舒福德产品没有的服务：首月专属睡眠方案定制。从光照曲线到振动节奏，根据个人特征精准适配。

J | 同时配备1V1睡眠健康管理师，做周期追踪和健康风险预警。         这是一个从卖硬件到卖服务的结构变化。硬件销售是一锤子，健康管理服务有复购——这个模式在消费级医疗器械领域已有验证：以服务带动硬件黏性，以数据反哺服务质量。如果iFamily能将海量睡眠数据转化为可收费的健康管理服务，其收入模型将从“床×单价”的单一结构扩展为“床×单价 + 用户×服务费×续费率”的双引擎结构。         当然，模式仍处于试水期：200多家舒福德门店是前端触点，首月定制是转化钩子，续费率和用户满意度还需要时间检验。但方向已经明确——从一张床到一个服务，从单次交易到持续运营。         汇率是逆风，不是逆流          回到业绩预告。

K | 利润预减归因于美元汇率的汇兑损失，这是外部变量、短期扰动。         同一时期在运营层面上，第一大客户泰普尔丝涟续签了五年供货协议（至2031年），合约期从三年延长到五年——大客户对供应关系的确定性判断在增强而非减弱；2026年一季度营收8.68亿元，同比增长10.37%，经营现金流从上年同期的-1.43亿元转正至3,830万元——现金流转正是比净利润更真实的运营温度计。         汇率的走向不可控，但麒盛科技运营改善的节奏是可控的。两者不在同一个风险维度上。当汇率环境回归常态，利润表将自然修复；而运营层面的积累——大客户黏性、产能储备、软件与服务能力的搭建——不会因为汇率波动而消失。这也正是市场在7月20日做出的判断：更看重结构变化，而非一个可逆的财务波动。

Current article:http://bqphm.chuanshaonianmokuanchouzhei.sbs/jfmr/0d3.html

Published on:02:49:02