Key Findings For 1Q26, the Current Performance Index (46.5) and the Expectation Index (46.9) highlighted the cautious stance of the survey participants. This can be taken as reflecting both prudence on the part of exporters as they awaited the US Supreme Court’s final decision on the legitimacy of the Trump-imposed tariffs, and the traditionally subdued approach associated with the Chinese New Year period. Among the positive signs, the Current Trade Value Sub-Index (50.9) remained in expansionary territory, while Cost pressures showed signs of stabilising (although continuing to be considered the primary challenge by many exporters). Besides, both the Current and Expected Inventory Sub-Index rose above 60. Several key sectors, however, outperformed the overall index reading. Most notably, Jewellery and Clothing enjoyed sizeable rallies. Sentiment, however, softened among Electronics exporters.

The HKTDC announced on the 11th that it expects Hong Kong's exports to grow by ‌8% to 9% in 2026‌, continuing the strong performance of 2025.   According to HKTDC surveys, ‌53.2% of Hong Kong exporters believe that rising demand for AI and new technology-related electronic consumer goods‌ will be the primary driver of business growth in 2026. Currently, ‌electronic products account for over 70% of Hong Kong's total exports‌.   The survey also shows that ‌Asia remains the focus for future expansion plans‌. Among them, ‌42% of exporters will prioritize the Chinese mainland‌, followed by ‌other Asian regions (30.3%)‌ and ‌ASEAN (18.9%)‌. By industry, ‌almost all sectors will prioritize expanding business in the Chinese mainland‌.   The HKTDC stated that ‌the global export outlook for 2026 is expected to become clearer‌. ‌ASEAN's economic growth will remain robust in 2026‌, and rising demand for products will help Hong Kong's export growth.