在地理区域上，与主要贸易伙伴的贸易展现了实质性的转变。在贸易休战的推动下，五月份对美国的出口增长了 35%，而自美国的进口则增长了 20%。中国的单月贸易顺差从四月份的 84.8bn 美元（约 848 亿美元）上升至五月份的 105.4bn 美元（约 1054 亿美元）。与欧盟的贸易方面，五月份对欧盟的出口增长了 7.6%，而进口则下降了 1.3%。同时，一月至五月对俄罗斯的出口增长了 26.4%，而对东南亚国家的出口则上升了 24.3%，反映出贸易路线的多样化以规避关税。
为了支持其国内人工智慧的发展，中国显著增加了计算硬体的进口。在五月份，积体电路的进口额增长了 68% 至 56.6bn 美元（约 566 亿美元），而自动资料处理设备的进口则激增了 80% 至 17bn 美元（约 170 亿美元），两者合计占了总进口额的 27.1%。自南韩的进口创下历史新高，年增率狂飙 84% 至 26.7bn 美元（约 267 亿美元），使南韩以 9.8% 的占比成为中国最大的进口来源国，领先台湾的 8.5%、欧盟的 8.3% 以及美国的 4.8%。
China's foreign trade experienced significant expansion in May, driven by global demand for artificial intelligence and technology goods. Exports grew by 19.4% year-on-year in dollar terms, surpassing the projected 15% growth. Concurrently, imports rose by 27.4%, exceeding expectations of 25%. ING chief China economist Lynn Song highlighted that this growth was fueled by tech sectors, with semiconductor exports surging by 110%, automatic data processing equipment rising by 66%, and mobile phone shipments increasing by 44%.
Geographically, trade with key partners showed substantial shifts. Driven by a trade truce, exports to the United States rose by 35% in May, while imports from the US grew by 20%. China's monthly trade surplus escalated to $105.4 billion, up from $84.8 billion in April. Trade with the European Union saw exports rise 7.6% and imports drop 1.3% in May. Meanwhile, exports to Russia for January-May grew by 26.4%, and exports to Southeast Asian countries climbed 24.3%, reflecting a diversification of trade routes to bypass tariffs.
To sustain its domestic AI development, China significantly increased imports of computing hardware. In May, inbound shipments of integrated circuits grew by 68% to $56.6 billion, and automatic data processing imports jumped 80% to $17 billion, together constituting 27.1% of total imports. Imports from South Korea hit a record high, skyrocketing 84% year-on-year to $26.7 billion, making South Korea China's largest source of imports at 9.8%, ahead of Taiwan at 8.5%, the European Union at 8.3%, and the United States at 4.8%.