China - Economic Data & News 22 (Jul 24 - Dec 25)

[winston]

Factory Closures Expand to Major Manufacturing Base in China as PMI Continues to Drop

The increased U.S. tariffs have landed a foundational blow to China’s exports and manufacturing sector.

Source: Epoch times

https://www.theepochtimes.com/china/fac ... 2LqVmF0%3D

[behappyalways]

Wave Of Suicides Among Chinese Entrepreneurs Signals Deepening Crisis In Private Sector: Expert
https://www.zerohedge.com/political/wav ... tor-expert

[behappyalways]

Five-star hotels are vying for survival amid declining consumption, while the government is offering interest subsidies to boost domestic demand.

消費降級下求存! 五星級飯店擺攤 官推利息補貼振內需｜方念華｜FOCUS全球新聞20250815 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=uY5QrqZhX ... 0JAYcqIYzv

[behappyalways]

Taiwan's autumn season disrupts the National Day holiday.
Autumn crab season begins, but consumption may not live up to expectations.

陸十一長假 秋颱攪局.秋蟹開吃 消費恐難如預期｜方念華｜FOCUS全球新聞20251006 @tvbsfocus

https://m.youtube.com/watch?v=TMa0tdG-rcI

[winston]

China’s big stock boom does little to boost holiday spending

Sales at key retailers and restaurants grow just 3.3% during the first four days of Golden Week

Average passenger traffic for all travellers was up almost 7 per cent year on year in the first seven days. That was also a decline from the 8 per cent surge during the five-day Labor Day holiday.

Chinese stocks had their fifth straight month of gains in September – the best run since 2018.

Given the holiday in 2025 is a day longer than last year’s break, he said “actual consumption growth could be even weaker than the data suggest.

Source: Bloomberg

https://www.businesstimes.com.sg/intern ... y-spending

[behappyalways]

'Most Humbling Thing I've Ever Seen': Western Business Leaders 'Terrified' After Touring Chinese Factories
https://www.zerohedge.com/geopolitical/ ... er-touring

[winston]

China’s property market poised to decline at least through 2026, S&P analyst says

Nationwide primary property sales are expected to fall 8 per cent in 2025 and between 6 to 7 per cent in 2026

Source: SCMP

https://www.scmp.com/business/china-bus ... e=homepage

[behappyalways]

Mainland China is mired in deflation, with a ferocious price war.

中國大陸深陷通縮陰霾 內捲價格戰殺到見骨｜十點不一樣20251015

https://m.youtube.com/watch?v=YNxiqP-zR4Q

[winston]

Nine top PLA generals expelled for serious violations

China’s Defense Ministry announced on Friday that nine senior People’s Liberation Army (PLA) generals, including Central Military Commission (CMC) Vice Chairman He Weidong, have been expelled from the Communist Party and the military for serious disciplinary and legal violations.

Source: The Standard

https://www.thestandard.com.hk/china-ne ... le/314434/

[behappyalways]

9 PLA generals expelled from the Party and dismissed from public office in Xi Jinping's largest purge since the Cultural Revolution.
Nine generals expelled from the Party and dismissed from public office in a sweeping purge on the eve of the Fourth Plenum.
Nine generals expelled from the Party and military.
PLA: Resolute in the fight against corruption.

共軍9上將遭"雙開" 習近平文革後最大整肅 四中全會前夕震撼彈 9上將遭"雙開"清理門戶 9上將遭開除黨軍籍 共軍:堅定反腐敗鬥爭│記者 楊駿宗│國際焦點20251018│三立新聞台

https://m.youtube.com/watch?v=csqE4XtFEo8