Name: Unmasking China's Q2 Economy: The Truth Behind the 5.2% GDP Growth|| Digging into China | Videos | Gan Jing World - Technology for Humanity | Video & Movie Streaming
Uploaded: 2025-07-26T00:09:34.025Z
Duration: 14 min 8 s
Description: China’s Q2 GDP growth of 5.2% reflects a managed economic narrative, though deflation persists. Desp... | Videos | Gan Jing World - Technology for Humanity | Video & Movie Streaming

Digging into China

https://video1-us-east.cloudokyo.cloud/video/v13/e6/55/be/e655be18-9467-4f06-8109-21976b12644b/master.m3u8

China’s Q2 GDP growth of 5.2% reflects a managed economic narrative, though deflation persists. Despite robust household income growth outpacing CPI, consumption weakened, with a 300 billion yuan trade-in program failing to sustain June’s growth. A liquor ban targeting public sector spending curbed catering revenue, while food delivery platforms shifted subsidy burdens to merchants, undermining income goals. Real estate struggles, with negative eastern investment and no significant policy relief, as urban renewal replaces quick-fix land finance. Anti-involution efforts address critical overcapacity, with industrial utilization at 74%. Policy-driven A-share gains, particularly in bank stocks, mask weak fundamentals and low market confidence. Economic reliance on policy support faltered by June, with declines in investment and consumption. Future policy hinges on U.S. trade talks and Federal Reserve rate decisions.

Narration Body:

00:00:00 Intro
00:06:20 The GDP Facade
01:22:13 Consumption Conundrum
02:27:23 The Liquor Ban Blunder
04:39:21 Food Delivery Fiasco
07:22:04 Real Estate’s Rough Road
08:57:17 Urban Renewal’s Empty Promise
09:59:00 Anti-Involution Ambitions
11:00:00 A-Share Mirage
12:47:16 Policy Crutches and Economic Truth
13:33:00 What Lies Ahead

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