China’s Two-Speed Economy

China’s latest data shows a stark contrast in performance between sectors favored by Xi Jinping and the rest of the economy. | |

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Big Picture | October 21st, 2025

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| Good afternoon. China's economy is still on track, more or less, to hit around 5 percent growth this year. But the details behind the headline figure tell the story of a country growing at two different speeds. Industries closely tied to Chinese leader Xi Jinping's priorities, from electric vehicles to chips, are roaring ahead; those focused on consumers or the property market are languishing far behind. Our latest Big Picture tells the tale in graphic form — do take a look by clicking the link below.

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Factory workers manufacture solar panels at an Eoplly New Energy Technology Co., Ltd. plant in Nantong, Jiangsu, China. Credit: ChinaImages viaDepositphotos
| China’s Two-Speed Economy China’s latest data shows a stark contrast in performance between sectors favored by Xi Jinping and the rest of the economy.

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