AI Data Insight
In Q2 2026, the contribution of China's gross capital formation to GDP fell to 36.1% from 38.0% in the previous quarter. Affected by the dual contraction in real estate and infrastructure investments, China's Q2 GDP year-on-year growth rate reached only 4.3%, falling short of market expectations. Looking ahead to the second half of the year, it is expected that the authorities will make up for the shortfall in private investment by accelerating bond issuance and expanding infrastructure.