중국 경제, 올 첫 4개월간 회복세 유지

중국 경제가 2026년 첫 4개월 동안 주요 지표의 반등과 새로운 성장 동력의 가속화에 힘입어 꾸준한 회복세를 보였습니다.

월요일 국가통계국이 발표한 자료에 따르면, 2026년 첫 4개월 동안의 부가가치 산업 생산은 전년 동기 대비 5.6% 증가했습니다.

소비의 주요 척도인 소비재 소매 판매는 같은 기간 1.9% 성장했습니다.

총 대외 무역액은 전년 동기 대비 14.9% 증가한 16조 2,300억 위안을 기록했습니다. 전국 서비스 생산 지수는 4.9% 상승했으며, 현대 서비스업은 견고한 성장세를 유지했습니다.

관련 기사

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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