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📈 Economy · Next Week

China NBS Manufacturing PMI July 2026 (release July 31, 2026, NBS Beijing): reads 50.0 or above (expansion zone)

Miss ✦ AI-generated prediction Published on 23. July 2026 · Predicted for 31. July 2026 · Based on: Historical Cycle
Probability
52%

The PBoC is forecast in an existing Cassandra prediction to cut the 1-year LPR by ≥10bp by August 20 — signaling sustained stimulus pressure. China's manufacturing sector has oscillated around the 50 expansion threshold repeatedly since 2025; fiscal support programs and improved global trade sentiment favour a slightly expansionary July reading. NBS PMI is traditionally released on the last working day of the reporting month. No Polymarket market for this data point found; 52% reflects the historical frequency of PMI readings ≥50 in comparable economic phases.

Data basis for this prediction
  • NBS China: PMI-Veröffentlichungskalender (stats.gov.cn, letzter Werktag des Monats)
  • Trading Economics: China Manufacturing PMI Verlauf 2025–2026 (tradingeconomics.com)
  • Reuters: China Stimulus-Maßnahmen und PBoC-Lockerungen 2026 (reuters.com)
  • FXStreet: China NBS PMI monatlicher Überblick 2026 (fxstreet.com)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Miss
Der tatsächliche NBS Manufacturing PMI für Juli 2026 betrug 49,2 – ein Rückgang von 1,1 Prozentpunkten gegenüber Juni (50,3) und damit klar unterhalb der Expansionsgrenze von 50. Die Vorhersage (≥ 50) ist somit nicht eingetreten. Hauptgründe laut NBS: saisonale Produktionsruhephasen in Teilen des verarbeitenden Gewerbes, schwache Binnennachfrage sowie ein hoher Vergleichsbasiseffekt aus dem Vorquartal. Auch der Non-Manufacturing PMI enttäuschte mit 49,0. Quellen: NBS (stats.gov.cn, 31.07.2026), FXStreet, China Daily, SMM.
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