2026年の最初の4カ月間、中国経済は主要指標が回復し、新たな成長エンジンが勢いを増す中、安定した回復基調を示した。
国家統計局が月曜日に発表したデータによると、2026年最初の4カ月間の付加価値工業生産高は前年同期比で5.6%増加した。
消費の主要指標である小売売上高は、同期間で1.9%増加した。
貿易総額は16兆2300億元に達し、前年同期比で14.9%増加した。全国サービス生産指数は4.9%上昇し、現代的サービス業が堅調な勢いを維持した。
AIによるレポート AIによって生成された画像
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.
AIによるレポート
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.
AIによるレポート
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'.
AIによるレポート
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.