La economía de China se mantiene resiliente en los primeros cuatro meses

La economía de China registró una recuperación constante en los primeros cuatro meses de 2026, con indicadores clave en repunte y nuevos motores de crecimiento ganando impulso.

Los datos publicados el lunes por la Oficina Nacional de Estadística mostraron que el valor añadido de la producción industrial aumentó un 5,6 por ciento interanual en los primeros cuatro meses de 2026. Las ventas minoristas de bienes de consumo, una medida clave del consumo, crecieron un 1,9 por ciento durante el mismo periodo. El comercio exterior total alcanzó los 16,23 billones de yuanes, un 14,9 por ciento más respecto al año anterior. El índice nacional de producción de servicios aumentó un 4,9 por ciento, con los servicios modernos manteniendo un impulso sólido.

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Illustration of China's record Q1 foreign trade growth, depicting a busy port with ships, cranes, and surging trade graphs.
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China's Q1 foreign trade up 15%, fastest in five years

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China's foreign trade reached 11.84 trillion yuan ($1.63 trillion) in the first quarter of 2026, up 15% year on year, the fastest quarterly growth in nearly five years, officials from the General Administration of Customs announced on Tuesday. Exports totaled 6.85 trillion yuan, up 11.9%, while imports rose 19.6% to 4.99 trillion yuan. The figure marks the first time first-quarter trade has exceeded 11 trillion yuan.

Official data showed China's value-added industrial output rose 5.6 percent year on year in the first four months of 2026. Growth in April reached 4.1 percent from a year earlier.

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China's trade performance exceeded expectations at the beginning of 2026, with exports rising sharply. The growth rate reached 21.8% year-on-year for January and February, compared to 5.5% in the previous year. This surge was propelled by key sectors amid global demand.

Following Premier Li Qiang's government work report setting a 2026 GDP growth target of 4.5-5%, Zheng Shanjie of the National Development and Reform Commission projected over 6 trillion yuan GDP growth this year at the NPC economy press conference. The service sector is expected to exceed 100 trillion yuan during the 15th Five-Year Plan (2026-2030). Leaders including Xi Jinping emphasized high-quality development amid the sessions.

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At a news conference in Beijing, Liu Jieyi, spokesman for the fourth session of the 14th National Committee of the Chinese People's Political Consultative Conference, stated that China will deepen high-level opening-up and accelerate free trade zone development to stabilize economic growth amid rising global uncertainties. He highlighted that China's economy demonstrated 'remarkable resilience and vitality' over the past year despite a complex external environment.

China's state-run Economic Daily has published back-to-back front-page editorials rejecting claims that its economy is losing steam and causing a global 'China shock 2.0'. The outlet argues that rising protectionism, not China's strong exports, is the real global economic problem. It describes the 4.5 to 5 per cent growth target as a 'reasonable range'.

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After a 2.6% drop in economic activity in February, according to INDEC, private consultancies estimate a March recovery driven by agriculture. Equilibra forecasts a 1.5% year-on-year rise and 1% monthly desesasonalized. The first quarter would end with 0.4% growth versus 2025.

 

 

 

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