AI Data Insight
In May 2026, China's operating revenue realized per 100 yuan of assets was 71.1 yuan, a slight rebound from 70.8 yuan in the previous month, indicating that the asset turnover ratio is mildly bottoming out. Driven by the AI supply chain and export momentum, the profits of industrial enterprises in the first 5 months surged by 18.8% year-on-year. However, the weak domestic property market and overcapacity continue to weigh on the overall recovery of domestic demand.