Intelligence Feed event · Macro · 2026-07-31

    China National Bureau of Statistics reports July manufacturing PMI falls back into contraction

    Question

    China National Bureau of Statistics reports July manufacturing PMI falls back into contraction

    Direct answer

    Renewed contraction in manufacturing PMI increases growth concerns, weighing on China-sensitive equity indices (CSI 300, HSCEI), commodities tied to Chinese industrial demand such as iron ore futures, and supporting safe-haven flows into CNY government bonds (CN10Y).

    Original publisher
    Market Ontology
    Evidence through
    2026-07-31
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “China National Bureau of Statistics reports July manufacturing PMI falls back into contraction”, revision 1, evidence through 2026-07-31. https://marketontology.com/market-events/2026-07-31/china-national-bureau-of-statistics-reports-july-manufacturing-pmi-falls-back-in-8c599a

    MACRO
    China National Bureau of Statistics reports July manufacturing PMI falls back into contraction
    Renewed contraction in manufacturing PMI increases growth concerns, weighing on China-sensitive equity indices (CSI 300, HSCEI), commodities tied to Chinese industrial demand such as iron ore futures, and supporting safe-haven flows into CNY government bonds (CN10Y).
    CSI300HSCEISGXIRONOREFUTCN10Y
    Impact
    60
    JUL 31
    SIG
    CSI300HSCEISGXIRONOREFUT
    China National Bureau of Statistics reports July manufacturing PMI falls back into contraction
    Renewed contraction in manufacturing PMI increases growth concerns, weighing on China-sensitive equity indices (CSI 300, HSCEI), commodities tied to Chinese industrial demand such as iron ore futures, and supporting safe-haven flows into CNY government bonds (CN10Y).
    Impact
    Renewed contraction in manufacturing PMI increases growth concerns, weighing on China-sensitive equity indices (CSI 300, HSCEI), commodities tied to Chinese industrial demand such as iron ore futures, and supporting safe-haven flows into CNY government bonds (CN10Y).
    Affected
    CSI300HSCEISGXIRONOREFUTCN10Y
    Source facts

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    Sources

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