The Economic Growth Slowdown special topic is used to aggregate articles, forum discussions, and materials related to the "economic growth slowdown" on the Rebel Network, helping readers engage in continuous reading and systematic understanding around the same issue.
A large Maersk container ship, the 'CMA CGM CINCINNATI', lost control while berthing at Yantian Port, crashing into the dock and causing a large quay crane to collapse into the container yard.
The first report meeting on studying and implementing the spirit of the Fifth Plenary Session of the 20th Central Committee was held in Beijing. Netizens have been discussing the venue layout and the sitting posture of Zhang Shengmin when he met with members of the lecture group.
In the first nine months, household deposits surged by 9.39 trillion yuan, while net household loans decreased by 1.03 trillion yuan. Passenger car retail sales plummeted by 21.7%, and new home mortgage loans fell by 22.1%, indicating a continuous contraction of the household balance sheet.
A report released by Bloomberg Economics on November 6 stated that if the Democratic Party slows down AI investment and data center construction after a major victory in the U.S. midterm elections, China's growth, which relies on AI hardware exports, will be hit. Net exports contributed nearly 40% of China's economic growth in the third quarter, and chips and computer products accounted for 40% of the year-on-year increase in exports in the first nine months.
Since the beginning of this year, national fixed asset investment has fallen by 7.2%, with negative growth seen in infrastructure, manufacturing, and investment in electricity, heating, gas, and water facilities.
According to the Associated Press, data released by China's National Bureau of Statistics on October 31 showed that the manufacturing PMI for October fell from 50.1 in September to 49.3, the new export orders index dropped from 50.0 to 48.7, and the production index fell from 51.7 to 49.8, indicating that factory activity has shifted from expansion to contraction.
On October 26, Bloomberg reported on a Morgan Stanley study saying that the Chinese stock market may not have bottomed out yet, and that offshore Chinese stocks could fall another 10%–15% before approaching historically low valuations, with weak economic consumption, pressure on e-commerce, and fears of tax-triggered selling of trusts intensifying the adjustment.
Bloomberg reported on October 25 that China's stock market has shrunk by about $3.5 trillion from its high earlier this year in May, with the CSI 300 index falling into a bear market the previous week, as weak consumption and price wars squeeze corporate profits.
On October 22, the CSI 300 index closed down 1.84%, falling about 20% from its June high and entering a technical bear market; according to Bloomberg, the STAR 50 and ChiNext indices have both fallen about 40% in the second half of the year, and analysts believe the national team may need to buy more and for longer.
According to a report by Yicai on October 22, from January to September 2026, nationwide urban and rural residents' household electricity consumption was 123.46 billion kilowatt-hours, down 0.3% year-on-year — the first decline for the same period in nearly ten years.
The Wall Street Journal reported that China's real estate investment fell 21% in the first three quarters of this year, overall fixed-asset investment declined 7.2%, and consumer spending remains weak.
On October 14, the National Bureau of Statistics released September data: the PPI rose 5.0% year-on-year, the largest increase since June 2022; the CPI rose only 0.9%, below market expectations, driven mainly by higher gasoline prices; the core CPI rose 1.0% year-on-year, unchanged from August. Reuters noted that weak domestic demand limits companies' ability to pass on costs.
The IMF released its latest World Economic Outlook report, slightly raising this year's global economic growth forecast to 3.1%, and expects India to become the fastest-growing economy.
On October 13, the IMF released its latest World Economic Outlook, raising Taiwan's 2026 growth forecast from 5.2% in April to 10.7%, while lowering the mainland's forecast by 0.1 percentage points to 4.5%; Taiwan's growth is mainly driven by demand for AI and advanced chips.
According to a report by the Financial Times, China's economic growth in the second quarter fell to 4.3%, below the full-year target range of 4.5% to 5%. Retail sales and fixed-asset investment were weak, and the property market has been in a downturn for more than five years.