Foreign institutional reports express optimism about China's economy in 2026

Translation. Region: Russian Federation –

Source: People's Republic of China in Russian – People's Republic of China in Russian –

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Source: People's Republic of China – State Council News

China's economic data for the full year 2025 was recently released, revealing that the Chinese economy has maintained its stable and progressive growth momentum. Several international financial institutions have recently stated that the Chinese economy demonstrates strong resilience and vitality.

Many organizations particularly praise the structural modernization of Chinese exports. In its latest report, Goldman Sachs noted that the driving force behind Chinese exports has shifted from a "cost advantage" to "technology and supply chain efficiency," and that globally indispensable manufacturing clusters have already emerged in the area of new productive capacity.

UBS noted that Chinese export competitiveness remains high, while the structure of export products continues to be optimized and improved. In high-value-added and high-tech industries, both product competitiveness and market share continue to grow significantly. Xu Bin, Director of Research at UBS Securities, added that Chinese companies are actively entering the international market through product upgrades, product portfolio optimization, and increased service exports, including in sectors such as automobiles, batteries, solar energy, and power grid equipment.

At the same time, the recovery and modernization of domestic consumer demand is becoming a key pillar of Chinese economic growth. Many institutions have positively assessed the consumer market's recovery. Wang Xinjie, chief investment strategist at Standard Chartered China's wealth management department, believes that China is undergoing a significant structural transformation driven by domestic demand.

It is worth noting that foreign institutions generally note that the resilience of production and supply chains will continue to make China one of the preferred destinations for multinational companies in 2026, and this stability is difficult to replace.

Zhang Liang, Chairman of the Board of Commerzbank in China, noted that China has the most comprehensive manufacturing ecosystem in the world. German and other European companies continue to view the Chinese market as one of the most attractive, as local supply chains ensure a high degree of product integration and price competitiveness.

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