Wirtschaft der zwei Geschwindigkeiten: Chinas Exporte gehen durch die Decke, die Konsumenten üben Zurückhaltung
Zwischen Juli und September wuchs die chinesische Wirtschaft stärker als erwartet. Der Haupttreiber waren die Ausfuhren von Tech-Komponenten. Doch was passiert, wenn der globale KI-Boom abebbt?
The Chinese economy experienced robust growth between July and September, driven primarily by exports of technology components. Notably, chip manufacturers saw a 136% increase in exports in September compared to the same period last year, while smartphone manufacturers increased their exports by 14% in the same month. Overall, China's exports grew by 36.3% in the previous month, up from 25% in August.
The country's trade surplus reached $133.5 billion in September, with the export sector contributing to a 4.5% growth in the economy, surpassing most experts' expectations. However, the domestic consumer demand remains subdued, with retail sales in September rising by only 1.1% and overall spending showing significant restraint.
The real estate market crisis appears to be the main culprit for the low consumer confidence. China's burgeoning tech exports also carry risks, as the global AI boom may eventually wane, potentially causing significant economic pain.
Written by urgent.news from NZZ Wirtschaft's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
