Shenzhen Index

BYD Executive Responds to Doubts Over Singular Battery Technology Route, Stating Multiple Routes Are Being Developed Simultaneously

Weichai Power Completes Share Buyback: Spent 761 Million RMB to Repurchase Over 50 Million A-Shares

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

William O'Neil Resumes Coverage of Sanhua Intelligent Controls with Buy Rating

BYD launches new intelligent in-car radio with off-grid communication support

CATL partners with Shanxi to build aluminum-lithium dual-driven new energy industrial cluster

BYD's Fang Cheng Bao 'Leopard' Smart Charging Pile Relaunched

JPMorgan reduces Midea Group H-share holding to 13.43%

BYD, Mercedes, and Red Bull Consortium Bid for Alpine Team Shares and Engine Plant

Pop Star Wang Leehom Confirms Entire Denza Endorsement Fee Was Used to Purchase BYD Stock

BYD Executive Confirms Talks with Stellantis and Other Carmakers to Acquire Idle European Factories

BYD and other auto giants discuss the future of smart mobility in Thailand

A shipment of nearly 5,000 BYD vehicles is heading to Australia to meet growing local demand for electric and plug-in hybrid vehicles.

People's Daily Explores the 'Talent Code' of the New Energy Vehicle Industry, Citing BYD as an Example

BYD Executive Responds to 'Flash Charging Damages Battery' Concerns

Reliance Discusses Battery Components and Issues Rs 13.158 Billion Construction Proposal

BYD's Fang Cheng Bao 'Bao 3' Flash Charging Edition Models Begin Normal Delivery

BYD SHARK Pickup to Launch in China in the Second Half of 2026

BYD postpones flagship electric SUV launch due to over 100,000 pre-orders

BYD delays flagship SUV 'Datang' launch due to surging demand, bookings exceed 100k

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China's economy showed signs of slowing in April, with industrial output growth falling to 4.1% and retail sales rising only 0.2%, the lowest since December 2022. Higher energy costs and weak domestic demand are impacting growth, despite better-than-expected exports. Fixed-asset investment also contracted by 1.6%. Analysts warn of a potential economic slowdown in Q2, with rising inflation complicating policy decisions. The jobless rate slightly decreased to 5.2%. Overall, the data indicates a fragile recovery amid external risks and uneven domestic demand.

- China's economic growth lost momentum in April, with industrial output slowing and retail sales hitting a three-year low, impacted by rising energy costs from the Iran conflict and weak domestic demand.  
- Export performance improved, helping cushion energy shock effects, but higher input costs threatened already weak factory profit margins.  
- Despite the data release, the stock market remained stable as investors focused on geopolitical tensions and global bond market fluctuations.

Businesstimes News

CSI 300

SSE Index

Thomson Reuters

Goldman Sachs

ING Groep

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China’s economy loses steam at start of Q2 as consumption, output disappoint in April

China's economy faced a significant slowdown in April 2026, with retail sales growth flat at 0.2% year-over-year and factory output dropping to 4.1%, both missing market expectations. Business investments fell by 1.6%, reversing previous gains. The urban unemployment rate decreased to 5.2%, while the property market continued to decline, with new home prices down 3.5%. The Shanghai Composite and Shenzhen Component saw slight increases, but the offshore yuan weakened amid negative economic sentiment.

businessinsider

China's economic slowdown deepens: Retail sales flatline and factory output tumbles

China's economy showed significant slowdown in April, with fixed-asset investment down 1.6%, retail sales rising only 0.2%, and industrial production growing at 4.1%, below expectations. Despite strong exports, domestic consumption remains weak, with new household loans declining and jobless rates for early-career workers rising. Policymakers are adopting a cautious approach amid ongoing economic challenges and high raw material costs.

- China’s economy experienced a broad slowdown in April, with fixed-asset investment declining 1.6% and retail sales rising only 0.2%, below expectations.  
- Industrial production also underperformed, growing 4.1%, significantly less than the anticipated 6%.  
- Despite strong exports and a slight decrease in the jobless rate to 5.2%, consumer confidence remains low, prompting cautious policymaking from Chinese authorities.

Straitstimes

China economy slows sharply as investment returns to contraction

China April 2026 economic activity data. more to come

Investinglive

China April Retail Sales +0.2% y/y (exp 2%) & Industrial Prduction +4.1% y/y (exp 5.9%)

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China's economic growth slowed in April, with industrial output rising 4.1% and retail sales only 0.2%, both missing forecasts. Domestic car sales fell 21.6%, marking seven months of decline. Fixed-asset investment contracted 1.6% in early 2026. Economists cite weak domestic demand and external risks from the Middle East conflict as factors. Despite a 5.0% growth in Q1, analysts warn of an uneven recovery, with the property market downturn continuing to impact growth.

- China's economic growth slowed in April, with industrial output increasing by only 4.1% and retail sales rising just 0.2%, significantly below expectations.  
- Factors such as high energy costs from the Iran war, weak domestic demand, and a drop in fixed-asset investment contributed to this downturn.  
- Economists warned that while exports held up, the ongoing property market downturn and rising input costs could further pressure the economy.

Business Standard

Hang Seng TECH Index

Hang Seng Index

CSI 500

Hang Seng China Enterprises Index

China's April growth slows as factory output, retail sales miss forecasts

China's economic data for April indicates a K-shaped recovery, with industrial production expected to rise 6% while retail sales grow only 1.9%. Despite strong exports driven by AI and renewable energy demand, domestic consumption remains sluggish due to a weak job market and consumer caution. Policymakers are adopting a wait-and-see approach amid ongoing economic imbalances, with potential risks from the Iran crisis affecting tech exports.

- China's consumption growth in April is expected to be lower than industrial output growth, with a predicted retail sales increase of 1.9%.  
- Industrial production is anticipated to grow by 6%, driven by strong exports amid global AI investments and renewable energy demand.  
- Despite these positive indicators, weak domestic demand, a sluggish labor market, and ongoing geopolitical tensions pose significant challenges to consumer confidence and investment.

Citigroup

Macquarie Group Limited

CITIGROUP INC 6.250 NON CUM SER II PFD WI

China’s K-shaped economic divide is extending to another quarter

China's consumption growth slowed in April, lagging behind industrial activity. Despite global trade challenges, including the Iran war, trade remains a positive factor for China's economy. This disparity indicates difficulties in the domestic market, highlighting the complex dynamics of China's economic landscape amid global uncertainties.

CoinLive

China's Consumption Growth Slows in April Amid Global Trade Challenges

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China's A-shares opened mixed, with the Shanghai Composite Index down 0.09%, while the Shenzhen Component Index rose 0.05% and the ChiNext Index increased 0.17%. Sectors like gold concepts, pumped storage, and satellite navigation saw declines, whereas the third-generation semiconductor concept continued to rise.

ChiNext

STOCKS | Mixed Opening for China's A-Shares

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U.S. President Donald Trump expressed optimism about the future of U.S.-China relations, stating they will become stronger than before. According to NS3.AI, Trump made this remark during his state visit to China.

NASDAQ Golden Dragon China Index

U.S.-China Relations Expected to Strengthen, Says Trump

Chinese new bank loans fell by 10 billion yuan ($1.5 billion) in April, indicating weak credit demand, as borrowers repaid more than banks extended. This was significantly lower than the expected 325 billion yuan. Total social financing dropped to 620 billion yuan from 5.23 trillion yuan in March. Meanwhile, M2 money supply increased by 8.6% year-on-year, slightly above the anticipated 8.5%.

- Chinese new bank loans decreased by 10 billion yuan in April, indicating weak credit demand.  
- This decline was significantly lower than the expected 325 billion yuan, with borrowers repaying more than the amount extended by banks.  
- Total social financing fell sharply to 620 billion yuan from 5.23 trillion yuan in March, although the M2 money supply rose by 8.6% year-on-year.

MorningStar

China New Yuan Loans Fell in April

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