Aktivitas manufaktur China secara tak terduga mengalami kontraksi pada Januari 2025, kondisi ini menunjukan pelemahan yang mencapai level terendah sejak Agustus 2024. Situasi ini memperkuat dorongan untuk direalisasikan stimulus ekonomi di Negeri Panda.
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00:00Thank you for joining us for China's Manufacturing Activity, which is expected to contract in January.
00:11This condition shows a weakness that has reached the lowest level since August 2024.
00:16This situation strengthens the push to realize the economic stimulus in the country.
00:23China's Manufacturing Activity is expected to contract in January.
00:33This condition shows a weakness that has reached the lowest level since August.
00:37This situation strengthens the push to realize the economic stimulus in the country.
00:43The PMI index officially fell to 49.1 in January from 50.1 in December.
00:51It is below the 50 limit separating expansion from contraction.
00:56On the other hand, the Chinese economy, worth US$18 trillion, managed to reach the government growth target of around 5% in 2024, but with a balanced pattern.
01:07Industry exports and outputs exceed retail sales, while unemployment remains high.
01:13Policy makers have promised to launch an additional stimulus in 2025, but analysts are concerned that the focus will remain on industrial and infrastructure improvements, not on households.
01:25Beijing has promised to prioritize the revitalization of domestic demand, but so far it has only launched an expanded additional exchange subsidy program for car purchases, household appliances, and other goods.
01:38The Chinese leader also hopes that the steps of supporting the policies introduced at the end of last year will increase demand in the property sector that is struggling.