AI Data Insight

The year-on-year growth rate of China's secondary industry GDP recorded 3.4% in the third quarter of 2026, showing a moderate rebound from 3.0% in the previous quarter. This recovery was primarily driven by external demand for AI chips and high-tech manufacturing. However, the weakness in real estate and traditional building materials continued to result in a K-shaped divergent recovery, leading market expectations for more fiscal stimulus from the authorities.

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