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China industrial profit growth slows in July amid weak domestic demand

Created at 27 Aug · 1:57 AM1 source↑ Market-relevant
IN SHORT

China's industrial firms reported slower profit growth in July, a slowdown from June's pace. While export-focused sectors linked to the AI boom saw significant gains, industries reliant on domestic demand continued to struggle, prompting policymakers to consider additional fiscal support.

Key Numbers

11.2%industrial profit growth in July
15.1%industrial profit growth in June
17.6%industrial profit growth Jan-July
18.7%industrial profit growth Jan-June
110%profit jump in computer, communication, electronic equipment sector
91.8%profit jump in non-ferrous metal smelting, rolling processing sector
468.4%profit jump in fibre optics manufacturing
62.6%profit jump in optical cable manufacturing
55.0%profit jump in communication system equipment manufacturing
2%fall in Kweichow Moutai's first-half net profit
20 million yuanminimum annual revenue for industrial firms covered
$2.97 millionminimum annual revenue for industrial firms covered
6.7230
Chinese yuan per US dollar

Who's Involved

National Bureau of Statistics
provided data on industrial profit growth
Kweichow Moutai
China's largest liquor maker
China's vice finance minister
pledged additional fiscal support measures

↳ Why This Matters

The cooling industrial profit growth highlights ongoing challenges in China's domestic economy, contrasting with strong performance in AI-linked export sectors. This divergence underscores the need for policymakers to bolster domestic demand and confidence to ensure a broader economic recovery.

Key facts

  • China's industrial firms reported 11.2% profit growth in July, down from 15.1% in June.
  • Profit growth for the first seven months of the year slowed to 17.6%.
  • The computer, communication, and electronic equipment manufacturing sector saw profits jump 110%.
  • Consumer-facing and property-related industries continued to face weak domestic demand.
  • China's vice finance minister pledged to roll out additional fiscal support measures.

China's industrial firms reported slower profit growth in July, with a 11.2% increase year-on-year, down from 15.1% in June. For the first seven months of the year, profit growth slowed to 17.6% from 18.7% in the first half.

Sectors benefiting from the global AI boom, such as computer, communication, and other electronic equipment manufacturing, saw significant profit jumps of 110%. Specific segments like fibre optics and optical cable manufacturing experienced even larger gains.

Conversely, industries tied to domestic demand, including consumer-facing and property-related sectors, continued to face pressure. Kweichow Moutai, a major liquor producer, reported a 2% decline in its first-half net profit due to cautious consumer spending and a slump in the property market.

In response to the weakening domestic demand and overall economic momentum, China's vice finance minister pledged to implement additional fiscal support measures in a timely manner. The industrial profit figures encompass firms with annual revenues of at least 20 million yuan from their main operations.

Frequently asked questions

China's industrial firms reported an 11.2% profit growth in July compared to the previous year.

The computer, communication, and other electronic equipment manufacturing sector led profit growth, jumping 110% in the January-July period.

Consumer-facing and property-related industries are suffering from subdued domestic demand, cautious consumer spending, and a property market slump.

China's vice finance minister has pledged to roll out additional fiscal support measures in a timely manner.

What Happens Next

01China's government is expected to roll out additional fiscal support measures.

How It Developed

Industrial firms' profits grew 11.2% in July year-on-year.
Profit growth for the first seven months slowed to 17.6%.
Computer, communication, and electronic equipment manufacturing sectors led profit growth.
Fibre optics, optical cable, and communication system equipment manufacturing saw substantial increases.
Consumer-facing and property-related industries suffered from subdued domestic demand.
Kweichow Moutai reported a 2% fall in first-half net profit.
China's vice finance minister pledged additional fiscal support measures.

Sources

T1
China's industrial profit growth cools as AI-linked sectors outpaceReuters

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