Updated
Updated · stats.gov.cn · Jun 18
China's May Retail Sales Fall 0.6% to 4.11 Trillion Yuan as Auto Demand Slumps 16.1%
Updated
Updated · stats.gov.cn · Jun 18

China's May Retail Sales Fall 0.6% to 4.11 Trillion Yuan as Auto Demand Slumps 16.1%

3 articles · Updated · stats.gov.cn · Jun 18

Summary

  • 4.109 trillion yuan in May retail sales marked a 0.6% year-on-year decline, while sales excluding automobiles still rose 1.1%, pointing to cars as the main drag.
  • Motor vehicle sales fell 16.1% in May, far worse than the 0.7% drop in goods retail overall; household appliances also slid 15.6% and building materials 13.6%.
  • Urban retail sales dropped 0.9% and goods sales fell 0.7%, but rural sales rose 1.5% and catering revenue edged up 0.6%, showing pockets of consumer resilience.
  • January-May retail sales still increased 1.4% to 20.6 trillion yuan, supported by 5.9% growth in online goods-and-services sales and stronger convenience store and supermarket turnover.
  • The weak May reading follows earlier signs of fuel-linked pressure on consumption, with gasoline car sales already reported down sharply as higher energy costs pushed buyers toward EVs and hybrids.

Insights

With record exports, why is China’s domestic economy seeing its first contraction since the pandemic?
As 'China Shock 2.0' hits global markets, what can other nations do beyond raising tariffs?
Why does Beijing prioritize export growth over policies that would directly support its own struggling households?