China’s Economy Faces Further Weakness in May as Retail Sales Decline for the First Time in Over Three Years

06/15/2026, 07:36 PM decline finance

Data from the National Bureau of Statistics revealed that retail sales fell by 0.6% year-over-year in May, marking the first decline since December 2022, and falling short of economists' expectations for stability.

Urban fixed-asset investment also contracted by 4.1%, worse than the anticipated 2% decline, with real estate investment suffering a notable 16.2% drop in the first five months of the year.

While industrial output increased by 4.5%, surpassing estimates, the overall economic landscape remains challenging, characterized by a 'K-shaped' recovery where manufacturing and exports thrive while consumer spending and property investments lag.

The national unemployment rate slightly improved to 5.1%, but the statistics bureau highlighted a significant imbalance between supply and demand, urging for technological advancements and employment support to stimulate economic growth.

Additionally, while producer inflation rose significantly, consumer inflation remained modest at 1.2%, indicating that higher costs are not being passed on to consumers amid weak demand

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