Category: Economy

China’s next economic disaster isn’t real estate — it’s electric vehicles. 🚨From “car graveyards” filled with unsold EVs, to subsidies keeping zombie companies alive, China’s auto sector is on the same path as Evergrande. The result? Massive oversupply, collapsing prices, trillions in hidden debt, and a looming financial shock that could rival the real estate crisis.In this video, I break down how Beijing’s EV “miracle” became a Ponzi scheme on four wheels — and why the crash will hit jobs, banks, and local governments across China.

Join the Trustee Chair in Chinese Business and Economics on September 9 for an online roundtable discussion on the state of China’s economy. China is making breakthroughs in a variety of technologies, yet by most measures — growth, prices, employment — the macro economy is doing badly. The question is to what extent these challenges are cyclical and to what extent structural, and the potential chances of some sort of economic crisis. Trustee Chair Scott Kennedy will moderate a discussion among top experts, including Arthur Kroeber (Gavekal Dragonomics), Kiyoyuki Seguchi (Canon Institute for Global Studies), Jahangir Aziz (J.P. Morgan), and Tianlei Huang (Peterson Institute of International Economics).

In July 2025, China’s housing market faces a severe crisis, with Beijing leading a 1.1% month-on-month decline in second-hand home prices, followed by Shanghai, Guangzhou, and Shenzhen. The collapse of these key markets signals a broader real estate downturn, with transaction volumes plummeting up to 35%. State-owned enterprises are tasked with absorbing 408 million square meters of excess inventory, but the allocated 300 billion yuan falls short. This crisis, coupled with declining retail sales and industrial output, is eroding middle-class wealth, with 70% of household assets tied to real estate. The shift toward a state-controlled rental system raises concerns about deprivatization and political compliance. The collapse of Evergrande and widespread unemployment in construction signal a fracturing social order, as real estate, a quarter of GDP, impacts over 60 industries, threatening economic stability and social trust.Help me grow the channel by donating any amount through the link below—your support makes a difference!https://paypal.me/DonXiangEmail me: [email protected]:00 Intro0:07 The Shattering of a Stronghold1:33 A Market in Freefall2:23 The State Steps In3:32 A Drop in the Ocean4:45 The Wealth Reset5:21 Economic Ripples6:52 A Dire Predicament7:25 A Fractured Social Order8:34 Human Toll of the Collapse9:39 Dreams Turn to Dust10:48 The Rise of State Control11:30 A Frozen Economy12:44 A Loss of Faith13:32 Wealth in New Hands14:15 A Nation at the Brink

China Update provides the most up to date political, economic, and geopolitical news and analysis on China. Videos are based on hundreds of articles, think tank reports, government statements and other resources in English and Chinese. China Update is fully independent and I make the videos.X (Formerly Twitter): / tonychinaupdate Channel email: [email protected]:00 Introduction00:36 Chinese Economy I: Momentum Slows03:32 China’s DeepSeek Having Issues06:37 Chinese Economy II: Property Crisis Deepens

The main content of the program:0:00 Intro1:05 The Wave of Strikes Under the Dual Pressures of Economic Downturn and “Mandatory Social Insurance”! Factories go bankrupt and shut down, workers lose jobs and revolt nationwide.6:26 The CCP’s Worst Fear Comes True! The Jiangyou Incident, Escalating from Bullying, Ignites a Nationwide Resistance Movement. The People Realize Who the True Enemy Is.11:30 Mass Unemployment Crisis Sweeps Across China, Economic Downturn Deepens as Even Attractive and Highly-Educated Women Struggle to Survive in a Collapsing Job Market.16:52 Evergrande Delisting: A Milestone in the Complete Collapse of China’s Real Estate Bubble.19:17 90% of Chinese Women Regret Divorce — So Why Are Divorces Rising as Marriages Decline?23:09 UK and US Showcase F-35s and Conduct Carrier Drills Right Under Beijing’s Nose.

00:00 Introduction00:47 Jiangyou Protests03:24 UK University Censorship06:51 Chinese Economy: Stocks Extend Gains08:55 Party’s ‘Anti-Formalism’ Drive

00:00 Introduction00:11 Chinese Economy: Export Numbers 03:57 China’s Debt Crisis10:23 BYD Shares Slide

China Update provides the most up to date political, economic, and geopolitical news and analysis on China. Videos are based on hundreds of articles, think tank reports, government statements and other resources in English and Chinese. China Update is fully independent and I make the videos.X (Formerly Twitter): / tonychinaupdate Channel email: [email protected]:00 Introduction00:25 Flooding & Nursing Home Tragedy03:08 Chinese Economy: Manufacturing 05:55 China Races to Contain Worsening Outbreak

China’s Q2 GDP growth of 5.2% reflects a managed economic narrative, though deflation persists. Despite robust household income growth outpacing CPI, consumption weakened, with a 300 billion yuan trade-in program failing to sustain June’s growth. A liquor ban targeting public sector spending curbed catering revenue, while food delivery platforms shifted subsidy burdens to merchants, undermining income goals. Real estate struggles, with negative eastern investment and no significant policy relief, as urban renewal replaces quick-fix land finance. Anti-involution efforts address critical overcapacity, with industrial utilization at 74%. Policy-driven A-share gains, particularly in bank stocks, mask weak fundamentals and low market confidence. Economic reliance on policy support faltered by June, with declines in investment and consumption. Future policy hinges on U.S. trade talks and Federal Reserve rate decisions.Narration Body:00:00:00 Intro00:06:20 The GDP Facade01:22:13 Consumption Conundrum02:27:23 The Liquor Ban Blunder04:39:21 Food Delivery Fiasco07:22:04 Real Estate’s Rough Road08:57:17 Urban Renewal’s Empty Promise09:59:00 Anti-Involution Ambitions11:00:00 A-Share Mirage12:47:16 Policy Crutches and Economic Truth13:33:00 What Lies Ahead

China Update provides the most up to date political, economic, and geopolitical news and analysis on China. Videos are based on hundreds of articles, think tank reports, government statements and other resources in English and Chinese. China Update is fully independent and I make the videos.X (Formerly Twitter): / tonychinaupdate Channel email: [email protected]:00 Introduction00:28 Mass Children Poisoning 03:45 Chinese Economy: Wage Growth 06:35 $167 Billion Tibet Mega-Dam

00:00 Introduction00:19 Debt Crisis: 30 Trillion Dilemma04:35 China Slams US-Vietnam Trade Deal 08:58 Beijing Attacks CIA