A post by @KobeissiLetter on X.
China's automotive industry is facing a historic slowdown:
@KobeissiLetter on X
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The margin is on track for a 12th consecutive annual decline, underscoring a historic slowdown in the sector. Years of heavy investment have weighed on profitability as the industry struggles with persistent margin compression. The reading matters because autos are a major pillar of China’s industrial economy and a key gauge of deflationary pressure in manufacturing. Watch for full-year margin data and any policy response or capacity rationalization from Chinese automakers.
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Named in this story
China's automotive industry, The Kobeissi Letter