高盛：中国_二季度 GDP 略超预期；2025 年全年 GDP 增长预测顺势调整至 4.7%

15 July 2025 | 6:33PM HKT Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Lisheng Wang +852-3966-4004 | lisheng.wang@gs.com Goldman Sachs (Asia) L.L.C. China: Q2 GDP slightly above consensus; 2025 full-year GDP growth forecast mechanically adjusted to 4.7% Bottom line: China's Q2 GDP came in slightly above market consensus (though in line with our forecast) amid mixed June activity data — industrial production (IP) strongly beat market expectations, while fixed asset investment (FAI) a ...