China economic focus May 2024: how to resolve excess supply
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
- Overinvestment leads to excess supply
- Capacity expansion in green supply chain ahead of rising demand
- Supply-side strictures in the construction sector
- Appendix
Tables and charts
This report includes 16 images and tables including:
- GDP breakdown by expenditure
- Industry capacity utilisation
- Capacity utilisation rates by sector
- Utilisation rates in the green supply chain
- US-added tariffs on China’s energy transition supply chain
- Housing completions vs primary demand
- Debt level of the 12 provinces
- Wood Mackenzie's proprietary China data
- Manufacturing PMI
- Industrial production and retail sales
- Trade
- Inflation
- Property
- Investment
- Money supply (M2)
- Required reserve ratio
What's included
This report contains:
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