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China PMIs Return to Expansion as Russia Splits: Factories Shrink, Services Grow

The latest 50-point diffusion gauges show China back in expansion, Russia flat due to factory weakness.

Employees work in the open kitchen of a restaurant in the Patriarch's Ponds neighbourhood in central Moscow, Russia July 11, 2025. REUTERS/Maxim Shemetov
Workers labor on a scaffolding to install insulation layers on a residential building under construction in Beijing on Dec. 3, 2025. (AP Photo/Andy Wong)
Employees work on a production line inside a Dongfeng Honda factory in Wuhan, China, April 8, 2020. REUTERS/Aly Song/File Photo
Employees move copper rod on a pallet on the production line for copper flat wire at the Wellascent factory in Ganzhou, Jiangxi province, China August 14, 2025. REUTERS/Florence Lo/File Photo

Overview

  • China's official manufacturing PMI rose to 50.1 in December versus a 49.2 forecast, with non‑manufacturing at 50.2 and the composite at 50.7, marking a broad but modest pickup.
  • The S&P Global/RatingDog China manufacturing PMI also printed 50.1, pointing to marginal improvement driven by domestic orders while export demand softened.
  • Chinese manufacturers reported rising input costs and a second straight month of job cuts, even as many reduced selling prices to support sales and clear inventories.
  • Russia's manufacturing PMI fell to 48.1, the sharpest contraction since March 2022, with production down for a tenth month and new sales lower for a seventh month.
  • Russia's services PMI rose to 52.3, the fastest since January, yet the composite held at 50.0 as factory weakness offset services growth and firms reported slower cost increases.