China data: (May) Industrial Production 6.5% y/y (expected 6.4%)

China data for May

Industrial Production y/y 6.5% - a beat

  • expected 6.4%, prior was 6.5%

And, for the industrial production YTD y/y 6.7%

  • expected 6.6%, prior was 6.7%

More:

  • Steel output +1.8% y/y and +4.4% y/y for the YTD

China stats bureau remarks:

  • China's economy continues stabilising and improving momentum in May
  • Will push forward supply-side structural reform, appropriately expand aggregate demand

I posted the retail sales and investment data on other posts.

But summarising the whole lot here:

Industrial output & retail sales grew at a steady pace

  • manufacturing still supported by construction activity (as an example, Reuters cite sales of excavating machines doubled in May )
  • Auto sales slowed, Reuters citing vehicle sales in May posted their first back-to-back drop since 2015 after the government rolled back a tax incentive that had boosted car sales and output last year

Investment slowed

  • Property investment and construction slowed quite sharply, following government tightening on the sector
  • Growth of private investment slowed slightly

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