Recently, the Goldman Sachs China research team released a research report saying that based on recent policies that have released signals to further enhance the competitiveness of advanced manufacturing industries and further boost exports, the agency raised its forecast for China's export growth rate and actual GDP growth rate. Recently, the Goldman Sachs China research team released a research report saying that based on recent policies that have released signals to further enhance the competitiveness of advanced manufacturing industries and further boost exports, the agency raised its forecast for China's export growth rate and actual GDP growth rate. Goldman Sachs expects China's exports to grow by 5 to 6% each year in the next few years, gaining more global market share and driving overall economic expansion; the forecast for China's real GDP growth in 2025 will rise from 4.9% to 5.0% based on factors such as the recent acceleration in government spending. “For 2026 and 2027, we have raised our real GDP growth forecast to mainly reflect the increase in the export growth forecast.” Goldman Sachs China's macroeconomic research team said that Goldman Sachs's real GDP growth forecast for 2026 and 2027 is much higher than market forecasts. Goldman Sachs believes that increasing the share of consumption in China's GDP will be a gradual process, and policy easing will increase in the next 6 to 9 months.

Zhitongcaijing · 11/03/2025 09:25
Recently, the Goldman Sachs China research team released a research report saying that based on recent policies that have released signals to further enhance the competitiveness of advanced manufacturing industries and further boost exports, the agency raised its forecast for China's export growth rate and actual GDP growth rate. Recently, the Goldman Sachs China research team released a research report saying that based on recent policies that have released signals to further enhance the competitiveness of advanced manufacturing industries and further boost exports, the agency raised its forecast for China's export growth rate and actual GDP growth rate. Goldman Sachs expects China's exports to grow by 5 to 6% each year in the next few years, gaining more global market share and driving overall economic expansion; the forecast for China's real GDP growth in 2025 will rise from 4.9% to 5.0% based on factors such as the recent acceleration in government spending. “For 2026 and 2027, we have raised our real GDP growth forecast to mainly reflect the increase in the export growth forecast.” Goldman Sachs China's macroeconomic research team said that Goldman Sachs's real GDP growth forecast for 2026 and 2027 is much higher than market forecasts. Goldman Sachs believes that increasing the share of consumption in China's GDP will be a gradual process, and policy easing will increase in the next 6 to 9 months.