AI Data Insight
Latest data shows that in Q2 2026 (June), the MoM contribution of China's residence category to CPI dropped to -0.0663 percentage points, widening the decline from the previous value of -0.0442 percentage points. This reflects that the weak real estate market and falling rents are exacerbating deflationary concerns, becoming the biggest headwind constraining China's overall price levels and domestic demand momentum.