Chinese Economics Thread

[TOKYO DRIFT ABC]

There must be a mistake . Their revenue for the entire year was just $5billion? I’m not sure this should be right . Afterall they have even more stores than McDonald’s (who generated over $26billion).

While McDonald’s builds its business on high margin meals, real estate, and royalties, Mixue is basically a supplier, making about 98% of its money by selling raw materials to its franchisees. Since they own their supply chain and keep prices so low, their total revenue isn't as high as McDonald's, even though they have more stores.

 

[Maikeru]

Cumulative net gold imports of some 14000t since 2015, according to Chinese Customs:

https://twitter.com/i/web/status/2047883170885120013

 

[Michael90]

While McDonald’s builds its business on high margin meals, real estate, and royalties, Mixue is basically a supplier, making about 98% of its money by selling raw materials to its franchisees. Since they own their supply chain and keep prices so low, their total revenue isn't as high as McDonald's, even though they have more stores.

Oh I see . This makes sense then. Because I thought it was a typos since the math didn’t make sense. It’s more about margins then. I guess to eir advantage is on low price and scale. Not bad .

 

[Wrought]

Industrial profits are up sharply in March, continuing the established trend in Q12026. Rising emergy costs have also put an end to deflation.

Industrial profits jumped 15.8% from a year earlier in March, National Bureau of Statistics data showed Monday, accelerating from the

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of this year. In the first three months this year, enterprise profits expanded 15.5%, the fastest start to any year since 2018, barring the pandemic-driven spike in 2021. The upswing follows a period of stabilization in 2025 when industrial companies’ earnings eked out a modest 0.6% growth after contracting for three straight years.

China’s producer

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, driven by higher oil prices, marking the first expansion in more than three years and ending the longest deflationary streak in decades. Large onshore inventories of Iranian oil and crude on tankers at sea have provided some cushion for the world’s biggest importer.

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[madhusudan.tim]

If the fuel induced cost increase could have solved the issue of deflation, then China was not having optimal monetary or fiscal policy.

 

[Wrought]

If the fuel induced cost increase could have solved the issue of deflation, then China was not having optimal monetary or fiscal policy.

There is a difference between cost-push and demand-pull inflation. "Solved" is not really the right choice of words here.

 

[tphuang]

https://twitter.com/i/web/status/2048806859558244767

apparently, Urea px is almost 3x as much out of Middle East vs China's domestic price. This could lead to some interesting consequences.

 

[vincent]

https://twitter.com/i/web/status/2048806859558244767

apparently, Urea px is almost 3x as much out of Middle East vs China's domestic price. This could lead to some interesting consequences.

Ya, there were reports of urea smuggling to vietnam last week.

 

[siegecrossbow]

Ya, there were reports of urea smuggling to vietnam last week.

It’s nothing too serious. Basically you have Vietnamese itinerant farmers carrying one or two bags over their shoulders across the border.

 

[vincent]

It’s nothing too serious. Basically you have Vietnamese itinerant farmers carrying one or two bags over their shoulders across the border.

10 tons

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