[NBS: IHK Agustus naik 0,8% YoY]

Dong Lijuan, chief statistician at the Urban Department of the National Bureau of Statistics, commented on the August 2026 CPI and PPI data. On a YoY basis, the national CPI rose 0.8%, with the increase widening by 0.3 percentage points from the previous month, mainly due to a larger rise in energy prices. The increase in energy prices widened from 0.6% last month to 4.1% this month, contributing about 0.28 percentage points to the YoY CPI increase, with its upward pull on CPI up by about 0.24 percentage points from the previous month. Among these, gasoline prices rose 9.3%, with the increase widening by 8.3 percentage points. Prices of industrial consumer goods excluding energy rose 1.8%, with the increase widening by 0.3 percentage points, contributing about 0.42 percentage points to the YoY CPI increase. Among them, gold jewelry prices rose 33.6%, with the increase widening by 9.0 percentage points; prices of tablet computers, computers, and mobile phones rose 21.5%, 19.6%, and 11.0%, respectively, all with widening increases. Service prices rose 0.8%, with the increase widening by 0.1 percentage points from the previous month, contributing about 0.38 percentage points to the YoY CPI increase.

Pada Agustus, kebijakan pasar perumahan di Beijing dan Shanghai dioptimalkan secara bertahap. Menurut statistik dari China Index Academy, 14.000 unit rumah komoditas bekas ditransaksikan di Beijing pada Agustus, naik 3,9% YoY; transaksi rumah komoditas bekas di Shanghai tetap berada di level tinggi, naik 16,3% YoY. Di sisi rumah baru, area transaksi rumah komoditas baru di Beijing pada Agustus relatif datar YoY, sementara Shanghai naik 16,0% YoY. Cao Jingjing, manajer umum Departemen Riset Indeks di China Index Academy, berpendapat bahwa pasar perumahan Beijing dan Shanghai lebih dicirikan oleh pemulihan yang didorong oleh aktivitas transaksi yang berkelanjutan dan perbaikan marjinal dalam hubungan pasokan-permintaan, dengan harga masih dalam jalur penyesuaian, inventaris rumah baru masih berada di level yang relatif tinggi, dan keberlanjutan pemulihan pasar masih perlu diamati.

Hingga 8 September, tingkat operasi 50 pabrik baja EAF yang terutama memproduksi bahan bangunan secara nasional tercatat 34,72%, naik 0,82 poin persentase dari periode sebelumnya; tingkat utilisasi kapasitas mencapai 34,43%, naik 0,64 poin persentase; dan rata-rata produksi harian bahan bangunan sebesar 76.700 ton, meningkat 1.400 ton dari periode sebelumnya.