As global markets navigate post-pandemic uncertainties, China's 2025 economic performance reveals critical insights into Asia's largest economy. During a recent CGTN analysis session, economists Zerlina Zeng and John Gong dissected key indicators that will shape business decisions and policy frameworks in 2026.
Consumption and Domestic Demand
Retail sales grew 5.2% year-on-year, signaling renewed consumer confidence following targeted stimulus measures. "The rise of smart manufacturing clusters is creating high-value jobs," noted Zeng, highlighting how tech-driven urbanization is reshaping spending patterns.
Trade Resilience Amid Challenges
Despite geopolitical tensions, exports to ASEAN members surged 8.7%, cementing China's role in regional supply chains. Gong emphasized: "The RCEP trade bloc continues to offset Western market volatility, particularly in green technology exports."
Real Estate and Investment Shifts
Property investment declined 3.1%, accelerating the government's push toward advanced manufacturing. Overseas investors poured $42 billion into Chinese mainland EV and AI sectors in Q4 2025 – a 15% increase from 2024.
2026 Policy Directions
Analysts anticipate expanded fiscal support for semiconductor ecosystems and rural renewable energy projects. With unemployment stabilizing at 4.9%, policymakers appear focused on balancing technological self-reliance with sustainable urbanization.
