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China economy
EconomyChina Economy

China’s industrial profits bounce back in July, but long-term view remains negative amid trade war escalation

  • Profits at China’s large industrial firms recovered in July, posting year-on-year growth of 2.6 per cent, following a decline of 3.1 per cent slump in June
  • However the overall picture is negative, with total industrial profits down 1.7 per cent so far this year, led by an 8.1 per cent slump by state sector firms

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Employees work on the production line of a factory manufacturing fashion accessories in Sihong county, Jiangsu province, China March 27, 2019. Photo: Reuters
Finbarr Berminghamin Brussels

Profits at China’s large industrial firms recovered in July, posting year-on-year growth of 2.6 per cent, following a decline of 3.1 per cent in June.

July’s growth was largely powered by the private sector, where industrial giants posted a 11.4 per cent rise in their profits. However, the broader picture shows that across the board, China’s industrial giants remain in relatively weak condition.

For the year-to-date to July, total industrial profits were down 1.7 per cent, largely due to a long-term slump in the profitability of state-owned enterprises (SOEs). In the January to July period, SOE profits stood at 1.09 trillion yuan (US$151.5 billion), a decrease of 8.1 per cent on the same period in 2018.
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Again, the private sector outperformed the state-sector, with private sector profits up 7 per cent over the first seven months of the year, to 884.91 billion yuan (US$123.7 billion).

Those industries to have performed well from January to July include ferrous metals – including the sorts of steel used in bridge and skyscraper construction – which jumped 232.1 per cent on a year earlier, perhaps indicative of infrastructure stimulus from Beijing filtering into the real economy.

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The year-to-date numbers were also positive for the food industry, which posted profit growth of 14.6 per cent, and machinery, up 15.6 per cent.

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