HTSC(SH:601688) HTSC·2025-08-16 14:00Economic Growth - Japan's Q2 2025 real GDP growth rate increased from 0.6% to 1%, exceeding the expected -0.4%[1] - Nominal GDP growth rate rose from 1% to 1.3%, slightly below the expected 1.4%[1] - Net exports contributed positively to GDP growth, with a turnaround in growth rate[3] Consumer and Investment Trends - Private consumption growth rate slightly decreased from 0.9% to 0.6%, but remained positive[3] - Private sector investment growth rate increased from 4.2% to 5.1%, contributing 1.0 percentage points to GDP[3] - Government spending continued to decline, with a growth rate improvement from -1.6% to -0.4%[3] Export Dynamics - Export growth rate rebounded significantly from -1.2% to 8.4%, with goods exports rising from 2.7% to 8.2%[3] - Net exports contributed 1.3 percentage points to GDP growth, indicating a positive shift in external demand[3] Future Outlook - The Bank of Japan is expected to resume interest rate hikes by the end of the year due to economic recovery prospects[1] - The Japanese government revised its GDP growth forecast for FY2025 down from 1.2% to 0.7%[1] - Risks include potential impacts from tariffs and inflation, which could affect economic momentum[1]